Wells Fargo

Founded in 1852, Wells Fargo is a diversified financial services company headquartered in San Francisco, California. It provides banking, investment, mortgage, and consumer and commercial finance products and services to individuals, businesses, and institutions worldwide.

John Albright

Managing Director and Head of Capital Markets

Rodney Altman MD

Managing Director, Healthcare

Manpreet Bagga

Vice President, Strategic Capital

Duane Bouligny

Managing Director

Douglas Braunstein JD

Vice Chairman

Past deals in Arizona

Growth Partners Arizona

Grant in 2023
Growth Partners Arizona is a nonprofit organization headquartered in Tucson, Arizona, that specializes in providing operational loans and business guidance to nonprofit organizations and small businesses. Founded in 2013, it focuses on supporting leaders in economically underserved communities, enabling them to access essential resources to enhance their operations. Growth Partners Arizona aims to foster positive change and improve the economic wellbeing of residents in Arizona through its financial support and strategic advisory services. The organization measures its success by the achievements of its borrowers, reflecting its commitment to the growth and sustainability of the nonprofit sector.

Realty Income

Post in 2023
Realty Income Corporation, known as The Monthly Dividend Company®, is a publicly traded real estate investment trust (REIT) focused on providing reliable monthly income to its shareholders. The company generates revenue from a diverse portfolio of over 6,500 properties located across 49 states and Puerto Rico, all leased under long-term agreements with various commercial tenants. Realty Income has a notable track record, having declared 604 consecutive monthly dividends over its 51-year operating history and increasing its dividend 108 times since becoming public in 1994. The firm is recognized as a member of the S&P 500 Dividend Aristocrats index, underscoring its commitment to consistent dividend payouts.

Engage3

Corporate Round in 2019
Engage3, Inc. is a retail intelligence company that specializes in providing mobile shopping solutions and competitive pricing data. Founded in 2008 and headquartered in Davis, California, with an additional office in Scottsdale, Arizona, Engage3 connects consumers with retailers, manufacturers, and media companies to transform mass market promotions into personalized offers. The company offers several platforms, including MissionControl for managing competitive price shops and Vantage for optimizing consumer offers through data analytics and real-time auctioning. Additionally, Engage3 provides ShoppingScout, a personal shopping assistant that helps consumers find information on brands and retailers while managing their shopping experiences. By leveraging data science, Engage3 aids retailers and brands in enhancing their pricing strategies, ultimately serving manufacturers of consumer packaged goods, grocery and drug store retailers, publishers, and consumers.

Ensign Group

Post in 2016
Ensign Group operates over 100 facilities offering skilled nursing, rehabilitative care, home health, hospice services across Arizona, California, Colorado, Idaho, Iowa, Nebraska, Nevada, Oregon, Texas, Utah, and Washington.

Ensign Group

Post in 2013
Ensign Group operates over 100 facilities offering skilled nursing, rehabilitative care, home health, hospice services across Arizona, California, Colorado, Idaho, Iowa, Nebraska, Nevada, Oregon, Texas, Utah, and Washington.
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