Max Chee

Mellon Ventures makes majority and active minority investments in leveraged buyouts, management buyouts, debt and equity recapitalizations, privatizations, corporate divestitures and various growth capital situations. Their investments are typically structured as preferred equity instruments. Mellon's Growth and Buyouts Group generally targets industries that offer identifiable growth opportunities, either organically or via consolidation, and where achievement of growth and margin enhancement goals lead to value creation over the life of their investment. This group focuses their investment activity in the following areas: manufacturing, distribution and business services. Target companies generally exhibit the following characteristics: strong, experienced management teams, defensible strategies, sustainable competitive advantages and opportunities for margin enhancement through economies of scale, operational improvements, efficiencies or structural change. Mellon Venture's Financial and Business Services Group invests in companies that employ information technology to sell products or services to the financial services market and other targeted business markets. Investment criteria include strong management team, large, growing market opportunity, clear and defensible competitive advantage and ability to leverage Mellon Financial Corp. as a potential partner or customer. Their Technology Practice Group invests in outstanding entrepreneurs and management teams to build great companies in the information technology and communications sectors offering the highest potential for sustained growth and profitability. This group focuses on cutting edge technology in a broad range of sub-sectors including software, systems infrastructure, IP applications, and wireless communications. The team focuses on early-, expansion- and later-stage investment opportunities. Investment criteria include superior defensible technology, large market opportunity and positive market trends, compelling business model and value proposition, successful beta customers or lab trials, established channel/OEM relationships, strong management team and attractive market dynamics.

Develops healthcare data platform for health insurance and employee benefits sectors

A Wall Street invesment bank.

Millennium TVP invests in companies located in the United States. The firm targets companies operating in the technology sector such as AI/ML, infrastructure, logistics, energy, manufacturing, and developer productivity. It provides both equity and debt financing for early to growth stage, special situations, and secondary transactions.

Functions as a College/University

Aquiline Capital invests in companies located in the United States with enterprise values ranging from USD 75 million to USD 2.5 billion and revenues with a minimum of USD 1 million. The firm targets companies operating in the fields of financial services and technology businesses. It provides financing for early and growth-stage capital requirements with an investment range from USD 3 to USD 350 million. It takes minority and majority ownership, and can lead or co-invest.

Develops AI agents for financial crime compliance needs

Provides bitcoin payment processing services

Functions as a College/University