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.
Managing Director, Principal Technology Investments
Richard Gan
Managing Director and Head of Diversified Industries
Darlene Goins
Head of Philanthropy and Community Impact, President
John Hukari
Managing Director and COO
Ellen Koebler
Chief Credit Officer and Executive Vice President
Michael Nepveux
Managing Director, Diversified Industries
Matthew Raubacher
MD / Division Head Tech Strategic Capital (Venture Equity, Growth Equity and Alternative Solutions)
Thomas Richardson
Group Managing Director
Fernando Rivas
CEO
John Ryan
Managing Director
William Stitt
Managing Director
Michael Vasquez
Managing Director
Emma Whitner
Investment Banking Analyst
Kären Woodruff
Senior Vice President
Mikhail Zhukov
Managing Director, Diversified Industries
Tim Rafalovich Ph.D
Managing Director and Head of Fund Investing
Past deals in Texas
Producers Midstream
Debt Financing in 2024
Producers Midstream is a newly established portfolio company that specializes in providing comprehensive midstream services to producers across the United States. The company focuses on greenfield projects and strategic acquisitions in high-growth basins, particularly in Texas, Oklahoma, and New Mexico. Its service offerings include infield gathering and compression infrastructure, gas processing and treating, transmission and marketing, as well as liquid handling and storage. By delivering these turnkey solutions, Producers Midstream enables upstream operators to concentrate on their core activities while enhancing operational efficiency and supporting growth in the evolving energy landscape.
Paul Quinn College
Grant in 2024
Paul Quinn College, located in Dallas, Texas, is a historically black college that offers a quality, faith-based education focused on the academic, social, and Christian development of its students. Established in 1872, the college provides a select number of four-year liberal arts programs in fields such as business, legal studies, and science and technology. The intimate campus environment fosters close relationships among students and faculty, enhancing the educational experience. Paul Quinn is dedicated to service, exemplified by initiatives like The Farm, where students cultivate organic produce to support local impoverished communities. The Writer’s Hub further promotes this commitment by offering personalized support for students in their writing endeavors. The college also provides various financial assistance options, including scholarships, work-study programs, and loans, to help students manage tuition and educational expenses. Paul Quinn College's mission and community-oriented approach have earned it recognition, including the HBCU of the Year Award in 2011.
Wiley College
Grant in 2024
Wiley College, established in 1873 in Marshall, Texas, is a historically black college affiliated with The United Methodist Church. It offers a range of bachelor's degrees in disciplines such as arts, sciences, business administration, and education, along with shorter associate's degree programs aimed at career training and transfer opportunities. The institution is dedicated to educational access, fostering a diverse student body that includes both traditional and non-traditional students. Wiley College emphasizes excellence in its academic offerings, providing a supportive and stimulating environment for students from various backgrounds who are eager to learn and improve their lives.
Paul Quinn College
Grant in 2024
Paul Quinn College, located in Dallas, Texas, is a historically black college that offers a quality, faith-based education focused on the academic, social, and Christian development of its students. Established in 1872, the college provides a select number of four-year liberal arts programs in fields such as business, legal studies, and science and technology. The intimate campus environment fosters close relationships among students and faculty, enhancing the educational experience. Paul Quinn is dedicated to service, exemplified by initiatives like The Farm, where students cultivate organic produce to support local impoverished communities. The Writer’s Hub further promotes this commitment by offering personalized support for students in their writing endeavors. The college also provides various financial assistance options, including scholarships, work-study programs, and loans, to help students manage tuition and educational expenses. Paul Quinn College's mission and community-oriented approach have earned it recognition, including the HBCU of the Year Award in 2011.
Leeward Renewable Energy
Debt Financing in 2023
Leeward Renewable Energy, LLC is a Dallas-based company that specializes in the ownership and operation of renewable energy facilities, primarily wind farms, across North America. Since its incorporation in 2015, Leeward has developed a portfolio of 24 facilities in nine states, boasting more than 2,500 megawatts of installed capacity. The company is actively engaged in expanding its operations by developing new wind, solar, and energy storage projects, with approximately 20 gigawatts of projects in the pipeline. Leeward Renewable Energy emphasizes responsible development and the safe operation of its projects, aiming to provide sustainable energy solutions that promote energy independence and create job opportunities within the communities it serves.
Unity National Bank
Venture Round in 2021
Unity National Bank is a financial institution based in Houston, Texas, established in 1963. It offers a range of business and personal banking products and services designed to meet the needs of its clients. For businesses, the bank provides various loan options, including SBA loans, commercial real estate financing, and loans for faith-based organizations, alongside checking and savings accounts, merchant services, and cash management solutions. Personal banking services include vehicle and home improvement loans, credit cards, and options for savings such as CDs and IRAs. Unity National Bank emphasizes accessibility through online and mobile banking, along with features like bill pay, overdraft protection, and safety deposit boxes. The institution, originally named Peoples Bank, rebranded in 1989 and is committed to helping individuals and businesses thrive financially.
Kraken Oil & Gas
Debt Financing in 2020
Kraken Oil & Gas, established in 2012 and headquartered in Houston, Texas, is an oil and gas exploration and production company. It specializes in drilling and developing opportunities within the Williston Basin, specifically targeting the prolific Bakken Shale play in Montana and North Dakota.
Upland BlueVenn
Post in 2019
Upland Software is a cloud-based provider of enterprise work management software, offering a suite of applications designed to enhance organizational efficiency across various sectors, including finance, marketing, technology, and healthcare. Founded in 2010 and headquartered in Austin, Texas, the company serves over 1,200 enterprise clients and supports approximately 300,000 active users across more than 50 countries. Upland's solutions facilitate strategic planning, project execution, and resource optimization, enabling teams to collaborate effectively and manage workflows seamlessly. By catering to a diverse range of industries, including retail, manufacturing, and government, Upland Software aims to drive business results and improve overall performance for organizations of all sizes.
Lucid Energy Group
Debt Financing in 2017
Lucid Energy Group is a midstream services company based in Dallas, Texas, specializing in the gathering, processing, transportation, and treatment of natural gas and crude oil. Established in 2011, Lucid focuses on serving producers in the Permian Basin, particularly in the high-growth areas of the Wolfcamp and Clines shales. The company is actively expanding its greenfield gathering and processing facilities to meet the increasing demand for midstream infrastructure in the region. Lucid's operations include developing and operating a range of infrastructure and facilities, with field offices located in Sterling City and San Angelo. By emphasizing clear communication and customer service, Lucid aims to build trust with its clients, delivering tailored solutions that address their unique needs in the evolving energy landscape.
The Ensign Group
Post in 2016
The Ensign Group is a provider of post-acute healthcare services in the United States, operating a network of skilled nursing and rehabilitative care facilities. With 103 skilled nursing facilities, five home health operations, and three hospice services across multiple states, including Arizona, California, and Texas, the company is focused on delivering quality care. Its regional subsidiaries manage a range of services, including assisted living and mobile ancillary care. A significant portion of the company’s revenue is derived from Medicare and Medicaid programs. Ensign also engages in property management through its captive real estate investment trust, which leases properties to skilled nursing and assisted living operations. The company continues to grow by acquiring additional healthcare services and facilities, enhancing its ability to serve diverse patient needs across the country.
Regency Energy Partners
Post in 2014
Regency Energy Partners LP is an independent midstream energy partnership focused on the gathering, processing, marketing, and transportation of natural gas and natural gas liquids (NGLs). The company operates through five business segments: Gathering and Processing, Joint Ventures, Contract Compression, Contract Treating, and Corporate and Others. Its extensive asset base is concentrated in Texas, Louisiana, Arkansas, Pennsylvania, California, Mississippi, Alabama, and the mid-continent region, which includes Kansas, Colorado, and Oklahoma. The company aims to provide essential services in the energy sector, facilitating the efficient movement and processing of natural gas and NGLs across its diverse operational footprint.
Lucid Energy Group
Debt Financing in 2014
Lucid Energy Group is a midstream services company based in Dallas, Texas, specializing in the gathering, processing, transportation, and treatment of natural gas and crude oil. Established in 2011, Lucid focuses on serving producers in the Permian Basin, particularly in the high-growth areas of the Wolfcamp and Clines shales. The company is actively expanding its greenfield gathering and processing facilities to meet the increasing demand for midstream infrastructure in the region. Lucid's operations include developing and operating a range of infrastructure and facilities, with field offices located in Sterling City and San Angelo. By emphasizing clear communication and customer service, Lucid aims to build trust with its clients, delivering tailored solutions that address their unique needs in the evolving energy landscape.
The Ensign Group
Post in 2013
The Ensign Group is a provider of post-acute healthcare services in the United States, operating a network of skilled nursing and rehabilitative care facilities. With 103 skilled nursing facilities, five home health operations, and three hospice services across multiple states, including Arizona, California, and Texas, the company is focused on delivering quality care. Its regional subsidiaries manage a range of services, including assisted living and mobile ancillary care. A significant portion of the company’s revenue is derived from Medicare and Medicaid programs. Ensign also engages in property management through its captive real estate investment trust, which leases properties to skilled nursing and assisted living operations. The company continues to grow by acquiring additional healthcare services and facilities, enhancing its ability to serve diverse patient needs across the country.
Credit Central
Debt Financing in 2013
Credit Central is a financial services provider specializing in installment loans and tax preparation for residents in Alabama, Tennessee, South Carolina, and Texas. The company focuses on simplifying the loan acquisition process, offering secured personal loans and tailored monthly payment options to fit clients' budgets. In addition to loans, Credit Central provides online application and payment services, enhancing accessibility for its customers. The company also offers optional credit-related insurance products to further support its clients' financial needs.
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