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 New Jersey

Scale Microgrid Solutions

Debt Financing in 2024
Scale Microgrid Solutions, Inc. is a company that designs, builds, operates, and finances on-site power systems for commercial and industrial facilities across North America. Founded in 2016 and based in Ridgewood, New Jersey, the company specializes in multi-resource clean energy microgrids that support both daily operations and power outage scenarios. Its innovative offerings include the rapid response modular microgrid system, which optimizes solar photovoltaic energy, battery storage, and dispatchable generation. By providing fully-financed microgrid solutions, Scale Microgrid Solutions aims to deliver sustainable, reliable power while simplifying the microgrid development process for its customers.

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.

ZRG Partners

Debt Financing in 2022
ZRG Partners is an executive search and human capital management firm founded in 1999 and headquartered in Rochelle Park, New Jersey. The firm specializes in providing a comprehensive range of talent solutions, including C-suite and senior-level executive search, project hiring, and structured human capital solutions. ZRG Partners also offers leadership assessment, executive coaching, talent mapping, and board advisory services. Furthermore, the firm provides consulting and advisory expertise in areas such as technology and innovation, market research, mergers and acquisitions, joint ventures, salesforce optimization, workforce planning, and performance management. ZRG Partners has a notable focus on the healthcare sector, positioning itself as a key player in enhancing organizational effectiveness through strategic talent management.
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