Fannie Mae

Fannie Mae is a government-sponsored enterprise based in the United States, established in 1938, that plays a crucial role in the housing finance system. As the leading source of residential mortgage credit in the U.S. secondary market, it aims to provide reliable access to affordable mortgage credit across all communities. Fannie Mae supports economic recovery by facilitating home buying, refinancing, and rental opportunities. The organization focuses on developing industry standards, improving tools for credit risk management, and creating infrastructure for a liquid and efficient market. Additionally, Fannie Mae is committed to delivering essential products and services to its customers, enabling them to operate confidently and profitably. Its success is measured not only by financial performance but also by the positive impact it has on people's lives and the overall housing finance system.

Anna Canfield Roth

Director

4 past transactions

Lument

Debt Financing in 2021
Lument, established in 2020 and headquartered in New York City, is a subsidiary of ORIX Corporation USA. It specializes in providing a range of custom capital solutions, including Federal Housing Administration loans, bridge loans, and mezzanine loans, to investors in multifamily, affordable housing, healthcare, and commercial real estate sectors. Additionally, Lument offers services such as bond underwriting and mergers and acquisitions advisory, catering specifically to the real estate industry.

Merchants Capital

Debt Financing in 2019
Merchants Capital, established in 1990 and based in Carmel, Indiana, is a mortgage banking firm that specializes in financing multifamily housing and healthcare facilities. The company has built a reputation as a premier provider and servicer of loans for multifamily, affordable, healthcare, and student housing sectors. Merchants Capital offers a range of debt financing solutions, including loans and senior debt, aimed at supporting acquisitions and refinancing for small and medium-sized enterprises. With a focus on exceptional customer service and regulatory compliance, the firm is committed to delivering accurate and creative financing options tailored to the needs of its clients in various industries, including construction and finance.

General Motors

Grant in 2011
General Motors is a multinational automobile manufacturer based in Detroit. It designs, manufactures, and sells cars and trucks in regions including the United States, China, Brazil, Germany, the United Kingdom, Canada, and Italy, offering a broad lineup of sedans, crossovers, SUVs, pickups, sports cars, and hybrids, along with parts, accessories, and in-vehicle safety and information services. The company provides used vehicles and distributes its products through a network of dealers and distributors. It operates through North America, International, and Financing segments and maintains a broad brand portfolio, supported by GM Financial for customer financing. General Motors has a history of major restructuring following the 2009 bankruptcy and government involvement, including a 2010 initial public offering, and continues to pursue mobility and propulsion technology development. Headquartered in Detroit, GM is among the world’s largest automakers by vehicle unit sales.

Xpede

Series B in 2000
Xpede is a company that specializes in providing web-based solutions to enhance relationships between financial institutions and their customers. Founded in 1998, Xpede offers innovative software and services that enable lenders to establish an online loan presence under their own brand, personalize customer interactions, and optimize online transactions. The company's solutions support the origination, closing, and servicing of loans, running on a scalable Java application server with a distributed, component-based architecture. Xpede customizes applications for each institution's specific needs, integrates them with legacy systems, and re-engineers workflows to improve operational efficiencies. The company hosts and manages these solutions at a world-class data center, ensuring 24/7 maintenance. Xpede is backed by venture capital from Mayfield Fund, Rosewood Capital, and Oak Hill Partners, and its team includes experienced professionals from both the financial services and IT industries.
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