John Ackler

Managing Director and Senior Institutional Relationship Manager, Fixed Income Product Specialist

Nils Cullen

Managing Director and Department Head of Depositary Services

Carl S. Cutler

Partner

Roy Edwards

Managing Director and Credit Analyst

Patrick Fischer

Managing Director and Relationship Manager, Private Banking

Christopher Gothard

Partner

Lewis Hart

Principal and Head of Corporate Banking

Patrick Heffernan

Managing Director and Portfolio Manager

Branch Howard JD

Vice President and Wealth Planner

Anita Kerr

Principal and COO

Elizabeth Kolshak

Managing Director and Relationship Manager

Robert Lees

Managing Director, Head of Securities Lending, EMEA and Global Head of Securities Lending Trading

Nichol MacManus

Principal, Director of the 1818 Family Office, Chair

Robert Matayev

Managing Director and Credit Analyst

Matthew McKean

Associate

Alexander Mitchell

Vice President and Head of Endowments and Foundations Lending

J. Clark O'Donoghue

Principal and Co-Head, Philadelphia Office

Karin Prangley JD

Managing Director and Senior Wealth Planner

Jeffrey Price

Managing Director, BBHCP Private Equity

Elizabeth Prickett

Principal and Chief Administrative Officer

Maximilian Schlubach

Vice President

Steve Stupin

Managing Director and Relationship Manager

Heath Tripp

Managing Director

Richard Wu

Managing Director and Corporate Credit Analyst

Hayley Xuereb Ph.D

Principal and Healthcare Equity Analyst

15 past transactions

EdgeConneX

Series D in 2017
Edge Services provide Space, Power & Connectivity to deliver digital content like never before. With EdgeConneX, data delivery is optimized by placing Edge Data Centers, Edge Small Cells and Edge PoPs® at the most critical locations—as close as possible to the end user’s point of access.

EdgeConneX

Series D in 2016
Edge Services provide Space, Power & Connectivity to deliver digital content like never before. With EdgeConneX, data delivery is optimized by placing Edge Data Centers, Edge Small Cells and Edge PoPs® at the most critical locations—as close as possible to the end user’s point of access.

PrimeRevenue

Venture Round in 2015
PrimeRevenue has become an acknowledged leader and innovative award-winning provider in multibank Supply Chain Finance. More than 13,000 customers around the world trust PrimeRevenue to optimize their financial supply chain. Customers look to their award-winning trading platform, OpenSCi, to help manage their most valuable asset: their cash flow. The PrimeRevenue OpenSCi supplier finance platform operates in the cloud, providing a single point of access for businesses to increase payment terms to their suppliers while reducing collection time from their customers.

EdgeConneX

Venture Round in 2014
Edge Services provide Space, Power & Connectivity to deliver digital content like never before. With EdgeConneX, data delivery is optimized by placing Edge Data Centers, Edge Small Cells and Edge PoPs® at the most critical locations—as close as possible to the end user’s point of access.

Scivantage

Venture Round in 2014
Scivantage, Inc. provides Web-based front and middle-office technology solutions to the financial services industry. Its solutions include Investor, a solution that provides retail investors with personalized and on demand access to investment tools and information; Maxit, which offers real-time tax-based investment decision support to help financial advisors and investors; and Event Notification System that provides real-time event dashboards, which enable users to receive and respond to critical event-generated and ad-hoc alerts. The company also provides Trade Processing that automates the trade order processing of equities, options, mutual funds, annuities, and ETFs; Account Opening & Maintenance, a real-time, automated, and configurable account opening and administration solution; Electronic Money Movement, a real-time account funding solution that automates the cash transfer process between financial institutions; and Account Management, a secure Web-based account management application. In addition, it offers Online Document Delivery that provides secure electronic delivery and management of trade confirms, statements, and 1099s; Market Data & Research, which delivers a suite of financial data and investment decision support tools; and Data Integration and Consolidation services that provide financial institutions with direct access to transaction-critical data. The company serves financial professionals, branch managers, home office personnel, and individual investors. Scivantage, Inc. was founded in 2000 and is headquartered in Jersey City, New Jersey with additional offices in Boston, Massachusetts; Palo Alto, California; and Baltimore, Maryland.

EdgeConneX

Series C in 2013
Edge Services provide Space, Power & Connectivity to deliver digital content like never before. With EdgeConneX, data delivery is optimized by placing Edge Data Centers, Edge Small Cells and Edge PoPs® at the most critical locations—as close as possible to the end user’s point of access.

Best Doctors

Private Equity Round in 2012
Best Doctors is a provider of medical consultation services that enhances the quality and affordability of healthcare through its innovative employee health benefits. The company specializes in offering access to world-class medical expertise, enabling members to make informed decisions regarding their health. By facilitating inter-consultations, Best Doctors connects patients with leading medical professionals who review their diagnoses and treatment plans in detail. This process ensures that individuals receive accurate diagnoses and appropriate treatment recommendations, accompanied by clear and understandable reports. Ultimately, Best Doctors aims to empower its members to navigate complex medical decisions confidently, thereby improving their overall healthcare experience.

Datapipe

Debt Financing in 2011
Datapipe offers a single provider solution for managing and securing mission-critical IT services, including cloud computing, infrastructure as a service, platform as a service, colocation and data centers. Datapipe delivers those services from the world's most influential technical and financial markets including New York metro, Silicon Valley, London, Hong Kong and Shanghai. Datapipe provides services to a range of vertical industries, including financial services, healthcare and pharmaceutical, manufacturing and distribution, state and federal governments, publishing, media and communications, business services, public sector, technology and software. Datapipe was named to Gartner's 2010 Magic Quadrant for Cloud Infrastructure as a Service and Web Hosting.

Scivantage

Private Equity Round in 2010
Scivantage, Inc. provides Web-based front and middle-office technology solutions to the financial services industry. Its solutions include Investor, a solution that provides retail investors with personalized and on demand access to investment tools and information; Maxit, which offers real-time tax-based investment decision support to help financial advisors and investors; and Event Notification System that provides real-time event dashboards, which enable users to receive and respond to critical event-generated and ad-hoc alerts. The company also provides Trade Processing that automates the trade order processing of equities, options, mutual funds, annuities, and ETFs; Account Opening & Maintenance, a real-time, automated, and configurable account opening and administration solution; Electronic Money Movement, a real-time account funding solution that automates the cash transfer process between financial institutions; and Account Management, a secure Web-based account management application. In addition, it offers Online Document Delivery that provides secure electronic delivery and management of trade confirms, statements, and 1099s; Market Data & Research, which delivers a suite of financial data and investment decision support tools; and Data Integration and Consolidation services that provide financial institutions with direct access to transaction-critical data. The company serves financial professionals, branch managers, home office personnel, and individual investors. Scivantage, Inc. was founded in 2000 and is headquartered in Jersey City, New Jersey with additional offices in Boston, Massachusetts; Palo Alto, California; and Baltimore, Maryland.

Telarix

Private Equity Round in 2010
Telarix, Inc. provides interconnect business optimization solutions to wireline, wireless, broadband, and VoIP communication service providers. It offers iXTools, a suite of software modules that provide service providers with management, optimization, and settlement solution for interconnect business. The company's iXTools solution includes iXConnect, a business intelligence platform that collects and manages business information, such as network infrastructure elements, products, route plans, rates, and agreements; iXRoute, which enables service providers to identify and automatically implement optimal routing strategies; iXTrade, an offer management and decision support solution that allows service providers to automate the buy and sell processes; iXBill, a interconnect billing system; and iXAudit, an end-to-end audit and dispute management system designed to streamline the validation of interconnect invoices, reconcile charges, and manage settlements. It also provides implementation services, including business analysis, configuration/delivery, integration, training, and customization; and support services, such as project management, business analysis, product upgrade configuration, product upgrade delivery, hardware configuration support, feature request analysis and implementation, and help desk support services. The company serves customers in Asia, Europe, and North and South America. It has a strategic alliance with Infosys Technologies, Ltd. The company was formerly known as Emerging Technologies Group, Inc. Telarix, Inc. was founded in 1996 and is headquartered in Vienna, Virginia.

Reveal Imaging Technologies

Venture Round in 2008
Reveal Imaging Technologies is a privately held company that provides industry-leading threat detection products and services. The company's flagship explosives detection system is deployed around the globe to safeguard a diverse and growing number of people, places and transportation systems every day. Reveal has built an outstanding reputation as a trusted partner by collaborating closely with its customers to deliver innovative and cost-effective solutions. The company offers a variety of TSA-certified screening solutions for airport checked and cabin baggage as well as cargo and parcel screening for facilities and public events.
Reveal Imaging Technologies is a privately held company that provides industry-leading threat detection products and services. The company's flagship explosives detection system is deployed around the globe to safeguard a diverse and growing number of people, places and transportation systems every day. Reveal has built an outstanding reputation as a trusted partner by collaborating closely with its customers to deliver innovative and cost-effective solutions. The company offers a variety of TSA-certified screening solutions for airport checked and cabin baggage as well as cargo and parcel screening for facilities and public events.

Keystone Ranger Holdings

Seed Round in 2003
Keystone Helicopter Holdings, Inc. provides full-service engineering, completion, and technical support for commercial helicopters.

Psychiatric Solutions

Series A in 2003
Psychiatric Solutions, Inc. provides inpatient behavioral health care services in the United States. The company offers its services for children, adolescents, and adults through acute inpatient behavioral health care facilities and residential treatment centers. Its services include 24-hour nursing observation and care, daily interventions and oversight by a psychiatrist, and coordinated treatment by a physician-led team of mental health professionals. The company also provides contract management and a managed care plan, which involve the development, organization, and management of behavioral health care and rehabilitation programs within medical/surgical hospitals. As of December 31, 2009, it owned and leased 94 inpatient behavioral health care facilities with approximately 11,000 beds in 32 states, Puerto Rico, and the U.S. Virgin Islands. The company was founded in 1988 and is based in Franklin, Tennessee. As of November 15, 2010, Psychiatric Solutions, Inc. operates as a subsidiary of Universal Health Services Inc.

GFInet

Private Equity Round in 2000
Founded in New York in 1987, GFI provides competitive wholesale market brokerage services in a multitude of global over-the-counter (OTC) and exchange listed cash and derivatives markets. Over more than 25 years, GFI has expanded both organically and through acquisitions into a broad range of markets, including fixed income derivatives, cash fixed income, emerging market financial products, energy and commodity derivatives, and equities.
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