Philadelphia / Diego / New York City / New York / Phoenix / San Diego / /
Company
State Farm / University Mechanical / Advanced Structural Alloys Manufacturing / Mezzanine Debt O No Vantage Mobility International Manufacturing / Paragon Airheater Tech Manufacturing / Business Investment Company / Air Holdings / Rancho Santa Fe National Bank / Bank of America Capital / Advanced Structural Alloys / ACCOUNTABILITY THROUGH LP / Union Bank of California / T U DY HUNTINGTON CAPITAL FUND II L.P. / Capital BIDCO / Reischling Press Manufacturing / Hamilton Lane / Capital Access Funds / Silicon Valley Bank / Vantage Mobility International LLC / Pacific Life / Macquarie Funds Management / Safeco / Pine Creek Capital / Bank of America Merrill Lynch / BAML Capital Access Funds / Eaton / Mezzanine Debt O Yes Total Exited Investments / Golden State Investment Fund / Pacific Community Ventures Inc. / Allstate / Northwestern Mutual / Cambridge Associates LLC / Chrysler / Impact Community Capital / Honda / HUNTINGTON CAPITAL FUND II L.P. / Bank of America / LPs / ORIGINS Huntington Capital / TOTAL CAPITAL / Credit Suisse / Invesco / Citibank / Industrial Development Corporation / Current & Partially Exited Investments / /
Continent
North America / /
Country
Puerto Rico / United States / /
Currency
USD / /
Event
Funding / Layoffs / Reorganization / /
Facility
Duke University / ORGANIZATION HEADQUARTERS / /
IndustryTerm
Web Products* Consumer Products / community banks / upgrade equipment / supportive lender / financial management / insurance company investors / accessibility products / bank / financial broker / manufacturing / bank loans / qualified bank / venture capital / conventional commercial bank lenders / non-high-technology industries / governance systems / healthcare / technology-centered businesses / banking / finite / mainstream banking / insurance clients / /
Organization
Small Business Administration / FB Heron Foundation / Duke University / Duke University’s Fuqua School of Business / ImpactAssets / Michigan Department of Treasury’s Venture Capital Investment Division / California Department of Insurance / STRUCTURE BOARD / /
Person
Morgan Miller / Brenna McCallick / Ben Thornley / Tim Bubnack / Jed Emerson / Barry Wilson / Hope Mago / Cathy Clark / Richard (Dick) Huntington / Robert Melsness / Hamilton Lane / Miguel Luiña / Kate Starr / Frank Mora / Macquarie / /
Position
advisor / Vice President / Capital Deployment / Vice President / entrepreneur / founder / Managing Partner / bank credit officer / CEO / financial broker / respected business leader / lending and marketing officer responsible / investment banker / head of the San Diego region / Private / Co-Founder and Managing Partner / owner / respected business leader in Southern California and the founder / /
ProvinceOrState
Southern California / Michigan / California / Arizona / Nevada / Oregon / /
Region
Western U.S. / Southern California / Southwestern U.S. / Latin America / Caribbean / /