Wells Fargo
Wells Fargo & Company, established in 1852, is a diversified financial services company headquartered in San Francisco, California. It offers a wide range of products and services, including banking, investment, mortgage, and consumer and commercial finance, to individuals, businesses, and institutions worldwide. The company operates through three main segments: Community Banking, Wholesale Banking, and Wealth and Investment Management. Community Banking provides retail banking services such as checking and savings accounts, credit cards, and various lending products. Wholesale Banking offers commercial banking, capital markets, and investment banking services, including corporate loans, lines of credit, and investment banking services. Wealth and Investment Management delivers personalized wealth management, investment, and retirement products and services. Wells Fargo also provides fund administration, middle-office, and operations services to alternative investment managers through its subsidiary, Wells Fargo Global Fund Services. The company operates through approximately 7,400 locations and 13,000 ATMs, with offices in 32 countries and territories.
Hilton Grand Vacations
Post in 2024
Hilton Grand Vacations Inc. is a timeshare company that develops, markets, and operates vacation ownership resorts primarily under the Hilton Grand Vacations brand. Founded in 1992 and headquartered in Orlando, Florida, the company operates in two main segments: Real Estate Sales and Financing, and Resort Operations and Club Management. It offers vacation ownership intervals, manages resorts, and operates a points-based vacation club that serves approximately 326,000 members. In addition to selling vacation ownership interests, Hilton Grand Vacations provides financing for consumer purchases and engages in the rental of inventory made available through ownership exchanges. The company boasts a portfolio of 59 resorts with over 9,500 units across popular destinations, including the Hawaiian Islands, New York City, Orlando, and Las Vegas. Hilton Grand Vacations also offers various services to enhance the vacation experience, such as exchange programs and on-site management services for club resorts.
Miami Foundation
Grant in 2022
The Miami Foundation is an independent non-profit organization established in 1967, based in Miami, Florida. It focuses on addressing social issues such as illiteracy, hunger, homelessness, poverty, and the arts. Recently, the foundation launched the Miami Open for Business project, aimed at supporting small, historically disadvantaged, minority business owners in Miami-Dade County. This initiative seeks to help these entrepreneurs acquire essential assets, including property, equipment, and technology, to foster generational wealth and resilience. Funding from Wells Fargo is instrumental in assisting small, minority-led NGOs and businesses in their growth and sustainability efforts. The foundation's executive management team oversees the management of its assets to further its mission.
Growve
Debt Financing in 2022
Growve is a brand aggregator based in St. Petersburg, Florida, specializing in the acquisition and management of wellness and beauty brands. Founded in 2018, the company focuses on six key verticals: dietary supplements, beauty, food, sports nutrition, pet products, and household wellness. Growve operates a platform designed to acquire, operate, and enhance brands, leveraging in-house expertise in marketplace management, digital marketing, creative services, manufacturing, and supply chain management. This comprehensive approach enables brands across various sectors to scale and expand effectively.
Florida Agricultural & Mechanical University
Grant in 2021
The Florida Agricultural and Mechanical University in Tallahassee, Florida, is a land-grant institution dedicated to providing students with an education that will develop into lifelong learning and research opportunities. The university is renowned as a doctoral/research institution and is committed to addressing emerging issues on local and global levels. The university has a historic mission of educating African-Americans, although admissions welcome students of all races, ethnicities, and nationalities. Academics at the university include a wide variety of bachelor’s degrees, from Health Science to Landscape Design. The School of Graduate Studies and Research is offering graduate programs designed to train future scholars, teachers, researchers, and professionals. The university emphasizes the importance of cross-cultural competencies for the job market, which is why it offers study abroad programs, international studies and scholar services, and international education and development programs. If you seek a rich college life on campus, the university has over 120 certified student clubs and organizations you can join. All freshmen students and students taking less than 12 credits a semester who live more than 35 miles from campus are required to live in residential housing.
Growve
Debt Financing in 2021
Growve is a brand aggregator based in St. Petersburg, Florida, specializing in the acquisition and management of wellness and beauty brands. Founded in 2018, the company focuses on six key verticals: dietary supplements, beauty, food, sports nutrition, pet products, and household wellness. Growve operates a platform designed to acquire, operate, and enhance brands, leveraging in-house expertise in marketplace management, digital marketing, creative services, manufacturing, and supply chain management. This comprehensive approach enables brands across various sectors to scale and expand effectively.
DadeSystems
Series D in 2020
DadeSystems, LLP specializes in developing payment processing software solutions, particularly focused on cash application automation. Its flagship product, DadePay, is a SaaS-based platform that automates the complex invoice-to-cash process, efficiently capturing incoming payments through various channels such as cash, checks, ACH, EFT, and credit cards. DadePay employs advanced algorithms to match payments to open invoices, ensuring that updates are reflected in ERP systems and facilitating electronic deposits at banks. The suite includes additional features like DadePay Mobile for mobile payment matching and a customer ePayment portal. DadeSystems serves a diverse range of industries, including manufacturing, healthcare, retail, and financial institutions, helping them improve efficiency, reduce processing costs, and enhance customer payment experiences. Founded in 2011 and based in Miami, Florida, DadeSystems aims to streamline cash flow and automate accounts receivable processes for its clients.
Wachovia Corporation
Acquisition in 2008
Wachovia Corporation, a financial holding company, provides commercial and retail banking services, and other financial services. Wachovia was a diversified financial services company based in Charlotte, North Carolina. Before its acquisition by Wells Fargo in 2008, Wachovia was the fourth-largest bank holding company in the United States based on total assets. Wachovia provided a broad range of banking, asset management, wealth management, and corporate and investment banking products and services. At its height, it was one of the largest providers of financial services in the United States, operating financial centers in 21 states and Washington, D.C., with locations from Connecticut to Florida and west to California.
AdvanTech Solutions
Venture Round in 2004
Located in Tampa, Fla., AdvanTech SolutionsSM provides unprecedented human resource services to clients nationwide. Their internal and field associates are dedicated to meeting and exceeding the needs of their client companies quickly and efficiently. (Please see their Executive Biographies.) Since June 1999, they have established co-employment relationships with more than 500 clients representing nearly 20,000 worksite employees, making us the fastest growing Human Resource Outsourcing company in the country. Unlike payroll, benefits or processing companies, AdvanTech SolutionsSM provides clients with face- to-face consultation and ongoing employer and employee training to provide them with a return on their most valuable asset-their people. Their innovative Internet service center, AdvanTech OnlineSM, is the first interactive offering of its kind, allowing clients direct access to their accounts. They can process payroll via WebPaySM, enter new employees, update benefit information, and much more, 24 hours a day, seven days a week.
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