Truist

Founded in 1871, Truist is a banking organization headquartered in Charlotte, North Carolina. It offers a wide range of consumer and commercial financial services including retail banking, small business lending, asset management, insurance, mortgage lending, investment brokerage services, wealth management, asset-based lending, commercial mortgage lending, leasing, payment solutions, supply chain financing, and commercial deposit services.

Xavier Ashe

SVP, Security Operations

Gayle Cabrera

Senior Vice President

Asthika Goonewardene

Managing Director, Senior Biotech Analyst

Evelyn Lee

EVP

Mike Petanovitch

SVP and Head of Technology, LightStream

Bill Rogers

CEO

Katherine Saez

Georgia Region President

Heidi Schoonover

Managing Director

Robert Tuggle

Market President

Past deals in Florida

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.

Terreno

Post in 2024
Terreno Realty Corporation is a real estate investment trust that focuses on acquiring, owning, and operating industrial real estate in six major coastal U.S. markets: Los Angeles, Northern New Jersey/New York City, San Francisco Bay Area, Seattle, Miami, and Washington, D.C./Baltimore. The company invests in various types of industrial properties, including warehouses, distribution centers, flex spaces (which encompass light industrial and research and development facilities), transshipment sites, and improved land. Founded in 2007, Terreno completed its initial public offering in February 2010, establishing a presence in the industrial real estate sector that caters to diverse logistical and operational needs.

Florida Community Loan Fund

Grant in 2024
The Florida Community Loan Fund, or FCLF, is a nonprofit, multifaceted financing organization that provides flexible capital and staff expertise to low-income communities throughout Florida. It aims to help the project succeed by providing financing for affordable housing, single and multifamily, community facilities that provide essential social services, and economic development in Florida's low-income areas.

Local Initiatives Support Corporation

Grant in 2024
Founded in 1980, Local Initiatives Support Corporation (LISC) is a non-profit organization dedicated to fostering sustainable communities across America. LISC provides comprehensive community development programs, including loans, grants, equity investments, technical assistance, and policy support to local organizations. Its mission is to transform distressed neighborhoods into healthy, sustainable, and thriving communities.

University of South Florida

Grant in 2023
The University of South Florida is a public research university based in Tampa, Florida. It offers a wide range of undergraduate, graduate, and doctoral programs across multiple disciplines, supported by a research-driven environment and on-campus research institutes. The university emphasizes hands-on learning through research programs and internships and operates a patents and licensing division to translate discoveries into applications. It provides student support services such as career advising, academic workshops, and a variety of student organizations, athletics, and the arts. The institution also offers financial aid and in-state tuition options for Florida residents. As a multi-college system, USF includes the College of Medicine and the College of Engineering among its academic units.

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.

Growve

Debt Financing in 2022
Growve is a brand aggregator based in St. Petersburg, Florida, founded in 2018. The company focuses on acquiring and managing wellness and beauty brands across six key verticals: dietary supplements, beauty, food, sports nutrition, pet products, and household wellness. Growve leverages its expertise in marketplace management, digital marketing, creative services, manufacturing, and supply chain management to enhance the growth and scalability of the brands it operates. Through its platform, Growve aims to streamline operations and drive value by consolidating various brands under its umbrella, fostering their development in the competitive marketplace.

Melo Group

Debt Financing in 2021
Originally founded in 1948 by Armando Ferreira de Melo in Buenos Aires, Argentina, the Melo Group is one of the strongest family-owned, full-service real estate development firms operating in South Florida today. Since the beginning, the company has been focused on delivering a more intelligent approach to development, design, construction, and management of luxury properties. To date, this unique philosophy has been the guiding force behind more than 50 successfully completed projects which offer a combined total of more than 5,000 residential units. As well, the company remains actively involved in real estate development in Argentina as well as in Montevideo, Punta del Este, Uruguay.

Goodwill Industries of Southwest Florida

Grant in 2021
Goodwill Industries of Southwest Florida is a nonprofit organization committed to serving people with disabilities and disadvantages.

Growve

Debt Financing in 2021
Growve is a brand aggregator based in St. Petersburg, Florida, founded in 2018. The company focuses on acquiring and managing wellness and beauty brands across six key verticals: dietary supplements, beauty, food, sports nutrition, pet products, and household wellness. Growve leverages its expertise in marketplace management, digital marketing, creative services, manufacturing, and supply chain management to enhance the growth and scalability of the brands it operates. Through its platform, Growve aims to streamline operations and drive value by consolidating various brands under its umbrella, fostering their development in the competitive marketplace.
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