Goldman Sachs

Goldman Sachs is a global investment banking, securities, and investment management firm headquartered in New York City. Established in 1869, it provides a wide range of financial services to corporations, financial institutions, governments, and high-net-worth individuals. The firm operates through several segments, including Investment Banking, which offers financial advisory services related to mergers and acquisitions, and underwriting services for public and private offerings. Its Institutional Client Services segment facilitates client transactions across various asset classes and provides services like securities lending. The Investing & Lending segment focuses on long-term loans and investments in debt and equity securities, while the Investment Management segment offers portfolio management and wealth advisory services. Additionally, Goldman Sachs engages in private equity investments across multiple sectors and geographies, reinforcing its position as a leading investor in both public and private markets.

Raanan A. Agus

MD, Co-Head of the GSIS Portfolio Management Team and Portfolio Manager

Jeffrey A. Barclay

MD

Merrick M. Elfman

Pharmacy Operations

J. Brent Humphries

Director

Luisa Leyenaar

Managing Director

David Solomon

President and Chief Operating Officer

Past deals in Investor Activism

Mirae Asset

Debt Financing in 2021
Mirae Asset Global Investments, originally established in Asia in 1997 has since expanded it's presence in 12 countries from Australia to Hong Kong to the United States. Our goal is to provide our clients with insightful financial strategies for all of their investing and financial needs. Our scope of services include traditional equity & fixed income products, ETF's, and other alternative strategies like hedge funds. We strive to maintain a diversified platform that will benefit our clients and allow us to offer an insightful and research driven approach to managing their assets. We have offices in 12 countries: Australia, Brazil, Canada, China, Colombia, Hong Kong, India, Korea, Taiwan, the U.K., the United States and Vietnam

Fundrise

Debt Financing in 2021
Fundrise, LLC is a real estate investing platform that enables individuals to invest directly in commercial real estate projects. Founded in 2010 and based in Washington, D.C., Fundrise allows users to access private real estate assets through its online platform, offering products such as Fundrise eREIT and Urban Housing Development eFund. These alternatives provide opportunities for individuals to earn returns by investing in commercial properties and developing new homes. The platform simplifies the investment process by allowing users to browse offerings based on preferences, conduct transactions online, manage their investments, and receive financial reporting and distributions. Fundrise aims to democratize real estate investing, making it accessible to a broader audience regardless of their net worth, and has been influential in shaping the investment landscape by integrating technology with regulatory changes. Its first project was the crowdfunded development of the Maketto restaurant and retail store in 2013.

Foliofn

Acquisition in 2020
Folio Financial, Inc. develops and supports digital-first investment platforms for advisors and enterprises, fully integrated with our brokerage, clearing, and custody solutions. After serving as an SEC commissioner, Folio’s founder, Steven Wallman, set out to democratize investing in the late 1990s. His vision of making investing available to all has played out in a series of ongoing innovations with a common theme – access, automation, transparency, and flexibility. We’ve been ahead of the curve since our inception, pioneering technologies including fractional share investing, patented tax management tools, end-to-end online account opening and management, online proxy voting, online private placement investing, and the ability to create portfolios using security, sector, and social-issue filters. Folio’s businesses include Folio Institutional, focused on providing innovative solutions for RIAs and enterprises; Folio Investing and Folio First for self-directed retail investors; VIA Folio, an end-to-end investing platform for private investments available to both institutional and retail investors; First Affirmative Financial Network, the leading advisor network serving the responsible investment community; and The SRI Conference and Community, the nation’s premier conference on impact investing.

iCapital Network

Venture Round in 2020
iCapital Network is an online platform that unlatches the world of private equity, enabling institutions and qualified investors. It is a financial services company that features a financial technology platform that provides modular alternative investment solutions for registered investment advisors, broker-dealers, private banks, family offices, and other sophisticated investors. The company connects advisors and their high net worth investors in leading alternative investment managers through best-in-class user experience. The company was founded in 2013 and headquartered in New York, United States.

DiligenceVault

Series A in 2019
DiligenceVault delivers a technology enabled environment to simplify and transform the process that an investor employs in investing with external managers. DiligenceVault creates a many-to-many ecosystem of institutional investors, investment managers, and intermediaries, leveraging data-driven decisions and process automation.

Veritas Capital

Debt Financing in 2018
Veritas Capital is a private equity investment firm based in New York, founded in 1992. It focuses on investing in companies that deliver critical products and services, particularly in technology and technology-enabled solutions, to both government and commercial customers around the world. The firm has a diverse investment portfolio that includes sectors such as software, aerospace and defense, communications, education, energy, national security, healthcare, and government services. With over $8.8 billion in assets under management, Veritas Capital has played a significant role as a lead investor in transactions exceeding $8 billion in value since its inception.

Genesis Capital

Acquisition in 2017
Genesis Capital focuses on providing responsive, flexible and reliable personal service to highly qualified and experienced real estate developers who buy, renovate, and sell single family residential real estate and/or multi-family apartment buildings

ArcLight Capital

Private Equity Round in 2017
ArcLight Capital Partners is an energy-focused investment firm. Formed in 2001 by co-founders Daniel R. Revers and Robb E. Turner, the firm has demonstrated the ability to invest broadly and profitably across the entire energy industry, while protecting against downside risks. The firm's investment performance is the result of the firm’s conservative investment approach, deep asset-level knowledge, and market experience. ArcLight has a proven track record of delivering superior returns across the energy industry value chain. ArcLight manages over $10 billion in five funds.

ASSET4

Series B in 2006
ASSET4 AG provides investment research information on economic, environmental, social, and governance (ESG) aspects of corporate performance. The company provides a database containing ESG information of publicly listed companies, countries, local authorities, state-owned companies, and supranational entities in a Web based architecture. It also provides equity-focused solutions and fixed income solutions for professional investors and corporate executives; extra-financial information for fixed income investments; and carbon data and estimates. In addition, the company provides assetmasterExecutive solution that enables corporate executives, board members, CSR managers, investor relations, and corporate communication professionals to reduce risk, enhance corporate governance, increase accountability and transparency, attract investment, and monitor ESG news. It serves financials, consumer, technology/telecommunication, healthcare, and industrials/energy/materials/utilities sectors in Switzerland and inernationally. ASSET4 AG was founded in 2003 and is headquartered in Zug, Switzerland. As of November 30, 2009, ASSET4 AG operates as a subsidiary of Thomson Reuters Corporation.