Bank of America

Bank of America is a prominent financial institution headquartered in Charlotte, North Carolina, that offers a comprehensive range of banking, investing, asset management, and risk management services. It serves approximately 51 million consumer and small business relationships through a network of around 5,300 retail banking offices and 16,350 ATMs, alongside robust online and mobile banking platforms. The bank supports approximately 3 million small business owners with innovative online products and services. It operates in over 40 countries, providing tailored wealth management, corporate banking, and trading solutions for corporations, governments, institutions, and individuals. Established in 1874, Bank of America has grown to become a leader in its field, known for its extensive support and diverse financial offerings.

Michael Castiglie

Vice President

Rita Cook

President

John Cooper

Senior Vice President

Christopher Hopkins JD

Managing Director, Investment Banking

Ezra Lightman

Managing Director, Bank of America Merrill Lynch

Matt Linski

President

Al McRae

President

Jim Morehead

President

Tom Murphy

Founding Director

Zach Nobis-Olson

Senior Vice President, Asset Based Lending

Max Oligario

Senior Vice President, Georgia Market Executive Global Commercial Banking

Lisa Parks

Vice President and Senior Relationship Manager Development Program, Global Commercial Banking

Junichi Shiroshita

Managing Director

Thomas Stoddard

Vice Chairman of Investment Banking

Lauren Trussell

Senior Vice President

Kelly Tyler

President

Harry Yandle

Investment Banking Associate

Past deals in Diversified

DSD Renewables

Debt Financing in 2023
Distributed Solar Development (DSD), a business backed by BlackRock Real Assets’ Global Renewable Power platform and GE Renewable Energy.

DRI Healthcare Trust

Post in 2021
DRI Healthcare Trust provides unitholders with differentiated exposure to the anticipated growth in the global pharmaceuticals and biotechnology markets. Our business model is focused on managing and growing a diversified portfolio of pharmaceutical royalties with the aim to deliver attractive growth in cash royalty receipts over the long term.

DSD Renewables

Funding Round in 2021
Distributed Solar Development (DSD), a business backed by BlackRock Real Assets’ Global Renewable Power platform and GE Renewable Energy.

Howard Hughes

Post in 2018
The Howard Hughes Corporation owns, manages and develops commercial, residential and mixed-use real estate throughout the country. Our company is comprised of master planned communities, operating properties, development opportunities and other unique assets spanning from New York to Hawaii. We have approximately 1,000 employees, over half of whom are dedicated to the growth and service of our master planned communities. The company's operating properties are primarily retail and include South Street Seaport (Manhattan, NY), various properties in Columbia Town Center (Columbia, MD), Landmark Mall (Alexandria, VA), The Outlet Collection at Riverwalk (New Orleans, LA), Cottonwood Square (Holladay, UT), Park West (Peoria, AZ) and Ward Centers (Honolulu, HI). Currently, several of the operating properties present significant opportunities for redevelopment. The company also has an exciting and diverse pipeline of strategic opportunities for near, mid and long-term development. These range from air rights and surface parking lots to aging properties poised for redevelopment. The Howard Hughes Corporation’s mission is to be the preeminent developer and operator of master planned communities and mixed-use properties. We create timeless places and memorable experiences that inspire people while driving sustainable, long-term growth and value for our shareholders.

Innovance

Series A in 2000
Innovance is an employee-owned holding company that oversees subsidiaries Lou-Rich, Inc. and Almco, Inc. Lou-Rich specializes in contract engineering and manufacturing services, offering tailored solutions to meet diverse client needs. Almco is recognized for its advanced manufacturing of industrial equipment, focusing on deburring, parts washing, and vibratory metal finishing. Together, these subsidiaries provide comprehensive manufacturing solutions, enabling businesses across various sectors to enhance their operational efficiency and product quality.

Triad Broadcasting Company

Private Equity Round in 2000
Triad Broadcasting is a leading regional radio broadcaster with more than 30 radio stations serving more than half a dozen small and mid-sized markets across the country. Its stations offer a variety of programming formats, including music, news, sports, and talk radio. The company's portfolio operates mostly in local clusters, allowing Triad Broadcasting to cut costs by combining certain business functions between those stations. Started by CEO David Benjamin in 1999, the company is backed by such investors as Norwest Equity Partners, Shamrock Capital Investors, and Bank of America Capital Investors.

TriVergent Communications

Private Equity Round in 2000
TriVergent, headquartered in Greenville, SC, is a rapidly growing Integrated Communications Provider. They're uniquely positioned in the marketplace through their bundled offering of integrated DSL high-speed Internet access, Web site design and hosting services, as well as local and long distance telephone services. As a fully integrated service provider of end-to-end technologies, TriVergent delivers an extensive set of data networking solutions and comprehensive voice CPE to complement their core DSL offering. Founded as State Communications in 1997 and named "One of the 50 Companies to Watch in 2000" by digitalsouth magazine for two consecutive years, TriVergent is led by former top executives from Corporate Telemanagement Group and LCI International (now Qwest Communications) and Tel Man/Southern Net (now MCI WorldCom). TriVergent's management team possesses the necessary experience and leadership to successfully guide TriVergent into the 21st century. TriVergent's primary focus is the deployment of an eighteen-switch, ATM-backbone, high-speed data network that will cover 26 Southeastern metropolitan markets.
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