Truist

Truist is a banking organization formed through the merger of BB&T and SunTrust, with a history spanning over 275 years. Headquartered in Charlotte, North Carolina, Truist serves approximately 12 million households and stands as the sixth-largest commercial bank in the United States. The company offers a diverse range of services, including retail and commercial banking, asset management, insurance, mortgage lending, and wealth management. Truist also provides specialized services for small businesses and corporate clients, encompassing areas such as asset-based lending, treasury services, and supply chain financing. With a commitment to innovation and community development, Truist aims to enhance financial experiences for individuals and businesses alike.

Xavier Ashe

SVP, Security Operations

Gayle Cabrera

Senior Vice President

Beau Cummins

COO

Asthika Goonewardene

Managing Director, Senior Biotech Analyst

Mike Petanovitch

SVP and Head of Technology, LightStream

William Rogers Jr.

CEO and Chairman of the Board of Directors

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.

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
Local Initiatives Support Corporation (LISC) is a non-profit foundation based in New York, established in 1979, dedicated to transforming distressed neighborhoods into healthy and sustainable communities across the United States. LISC provides a range of community development programs, including loans, grants, equity investments, and technical assistance aimed at housing development and organizational capacity building. The foundation also supports various initiatives focused on public policy, research, and civic engagement, enhancing the overall quality of life in communities. LISC's strategic plan, "Building Sustainable Communities," emphasizes creating environments that promote good workplaces, businesses, and family life. With operations in several states, including Washington, Louisiana, Mississippi, Pennsylvania, Florida, and Texas, LISC collaborates with local organizations to foster economic development and job creation, ultimately working to improve community health and sustainability.

University of South Florida

Grant in 2023
The University of South Florida (USF) is a public research university in Tampa, Florida, dedicated to providing exceptional education and driving innovation. USF offers a wide range of undergraduate and graduate programs, with a strong emphasis on research. The university encourages undergraduate involvement in research and provides student support programs, including career advising and academic workshops. USF is known for its College of Engineering, which offers a variety of engineering programs and fosters innovation through research and hands-on learning. The university also provides a lowered tuition rate for Florida residents and offers scholarships and federal financial aid to eligible students.

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.

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, 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.
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