BofA Securities — advisor record

FIRM RECORD

BofA Securities.

4 deals in the register, newest first — each row labelled with the firm's role.

Xpansiv / Formbay INVESTEDEnergy/UtilitiesRenewables & Asset OperationsSEP 16

Renewable energy certificate creation, compliance, and AI-enabled verification platform for solar retailers, installers, and other market pa

Genstar Capital; Stone Point Capital / Ascensus SELL SIDEFinTechFund Administration & Private MarketsAUG 25

Retirement plan recordkeeping, third-party administration, and 529/ABLE savings program technology and services platform serving financial a

CoStar Group / Zonda BUY SIDEReal Estate/PropTechReal Estate Data & AnalyticsAUG 21

New home construction data, analytics and marketing software for homebuilders, developers and real estate professionals.

KKR / OSTTRA INVESTEDFinTechCapital Markets & TradingFEB 1

Post-trade software firm valued at $3.1 billion.

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