.webp)
Past Investor Attendees in Finance / FinTech
about us
AlpInvest, a core division of The Carlyle Group, is a large global private equity investor. We have deep, global experience managing primary fund commitments, secondary investments and co-investments. AlpInvest manages private equity investments for 500+ investors worldwide through both commingled funds and customized strategic accounts. We bring the full power of our platform, our investment-first culture and our deep industry knowledge and networks to every investment we pursue. With long-tenured global teams and offices around the world, we have the local expertise to identify high-quality opportunities in any region. At the same time, we believe our macro perspective allows us to pursue the most attractive risk-adjusted opportunities on a global basis.
about us
KraftCPAs PLLC is one of the largest certified public accounting firms in Tennessee with more than 250 employees and offices in Nashville, Chattanooga, Columbia, and Lebanon. In conjunction with our affiliate companies — Kraft Analytics, Kraft Asset Management, Kraft Healthcare Consulting, and Kraft Technology Group We provide an extensive range of services and solutions for businesses, organizations, families, and individuals. Our mission reflects the values and vision of Joe Kraft, who founded our firm in 1958:
Client success. Provide exceptional and innovative services that exceed the expectations of our clients.
Respect. Be a valued and supportive member of our community and industry.
Career opportunities. Provide our employees a pathway for personal and professional growth and fulfillment.
about us
Real estate is unlike any other investment. It is accessible to almost everyone and it is one of the few types of investment where you can affect the value by how hard you yourself work. There is nothing you as an investor can do in any of these cases to improve the value of your investment. All you can do is choose to invest your money in a smart way and then wait for things that are out of your control to give you a return. If you invest in property, on the other hand, you can use sweat equity to improve the value of your
real estate investment. You can in other words trade some of your time and energy in exchange for a higher return on your investment. This makes real estate a perfect investment for people who are trying to build a fortune on their own. By buying real estate and investing sweat equity into it, you make it possible for yourself to see a lot higher returns than would otherwise be possible. This allows you to increase your net worth a lot faster than would be possible if you did not invest sweat equity into your real estate portfolio.
about us
Arcade Partners is a private equity firm focused on investing in privately-owned middle market, manufacturing, distribution and service companies. We provide business owners with a combination of liquidity and significant continuing ownership of their business. We also bring a long track record of helping our partners execute aggressive growth strategies. While we typically partner with existing owners, we have also backed management teams seeking to acquire a business. We will also make non-control and growth capital investments.Arcade’s principals have a long and successful track record as entrepreneurs and investors, investing in a wide variety of industries in both private and public companies. In all cases, we seek to partner with strong management teams and together help drive growth of our portfolio companies by providing strategic, operational, financial and M&A resources aimed at enhancing value in each of our companies. We are flexible in structuring transactions to meet the specific needs of each business owner. As entrepreneurs ourselves, we understand the importance of maintaining the corporate culture of each company while striving to continue to assist our partners in growing their companies to build significant shareholder value.Our principals have been investing at Arcade and at prior firms since the 1980s and have broad experience and contacts across many industries. We make a significant investment in each company, alongside several institutional and family offices with whom we have long-term relationships.
about us
Apax works to inspire teams to build ideas that transform business. One way we do this, is through a sector and sub-sector approach. It improves our understanding of the trends that matter to management teams. It helps with identifying new opportunities and managing potential downside risks. It makes Apax a better partner. We seek to create value by supporting transformational improvements in portfolio companies. Through operational expertise and digital acceleration, we help build future market leaders. Staying fully aligned with management teams makes us great partners in creating value.
about us
The ATEL Foundation is a San Francisco based private philanthropic organization that provides funding to organizations that seek to better the lives of all citizens in their respective communities. It is dedicated to the enrichment of the mind and body as a whole through art, education, music, and sports. The ATEL Foundation will consider funding groups whose focus is on the betterment of our community at large. Majority vote from Foundation members guides funding, and each request is evaluated based on its merit both as a standalone organization and the impact of its contributions to the community.
about us
Attract Capital has been advising companies for a long time. We specialize in custom solutions for companies in various stages of growth. Our advisory services are based on our 25 years of experience in corporate finance and business building. These services provide insights and suggestions to your management approach to improve performance and effect positive change. Regardless of your current situation, we can add value whether it is a turnaround, restructuring, strategic plan, capital planor financial reporting. Let our high impact services deliver long lasting value.
about us
The ATEL Foundation is a San Francisco based private philanthropic organization that provides funding to organizations that seek to better the lives of all citizens in their respective communities. It is dedicated to the enrichment of the mind and body as a whole through art, education, music, and sports. The ATEL Foundation will consider funding groups whose focus is on the betterment of our community at large. Majority vote from Foundation members guides funding, and each request is evaluated based on its merit both as a standalone organization and the impact of its contributions to the community. Attract Capital is a financial advisory firm dedicated to the growth of mid-sized companies throughout the United States, Europe, and South America.
about us
Beck Mack + Oliver "Endowment Fund" Composite measures the performance of the Firm's tax-exempt endowment fund accounts whose values exceed $5 million in equity assets under discretionary management. As of December 31, 2023, the Composite was comprised of ten accounts meeting the requisite criteria and had a combined total equity market value of $204.0 million, representing 4.3% of the Firm's assets under management. Performance results are net of management fees and represent the returns of the equity securities held in the respective accounts only. Returns from 1994 forward are asset-weighted; returns prior to 1994 are equal-weighted. Prior to 2006 accounts included in the composite represented select endowment accounts managed by the Firm.
about us
Centricap is a multi-stage venture capital firm with an innovative fund structure that provides greater flexibility and opportunity for limited partners than a traditional fund. Our promise is that we selectively invest in great ideas and great management teams that are supported by a robust and thoughtful plan. Centricap's team, affiliates, and investing members are experienced entrepreneurs, financiers, executives, and private investors with proven track records of success with creating, funding, building, and crystalizing value for our portfolio companies. We do this by being highly involved in helping our portfolio companies with operational and financial strategy and execution to help them realize their potential.
about us
eCapital has been on a mission to change the way small to medium sized businesses access the funding they need to reach their goals. We know that to survive and thrive, businesses need financial flexibility to quickly respond to challenges and take advantage of opportunities, all in real time. Companies today need innovation guided by experience to unlock the potential of their assets to give better, faster access to the capital they require. We’ve answered the call and have built a team of over 600 experts in asset evaluation, batch processing, customer support and fintech solutions. Together, we have created a funding model that features rapid approvals and processing, 24/7 access to funds and the freedom to use the money wherever and whenever it’s needed. This is the future of business funding, and it’s available today, at eCapital.
about us
Blue 9 Capital is a New York City-based family office that invests in private companies through direct equity and fund investments. For over 30 years, we have supported founders and management teams with capital and value-added insights. Blue 9’s flexible investment mandate includes buyouts, growth, and venture capital across a range of sectors. Blue 9 VC invests in early-stage companies and emerging managers across FinTech, Health Tech, Industrials, and Consumer Tech. We are multi-stage investors, and we partner with capable founders employing differentiated business models and innovative technologies.
about us
We're an integrated team of investors and operators that live and breathe the opportunities and challenges faced by companies at the growth stage.
We deliver the firm to every investment, our Limited Partners and ecosystem at large by showing up every day with TACT.
Trust
We respect, count on and assume the best from each other Accountability
about us
Chatsworth Securities LLC is an investment banking firm that provides a wide range of services to institutional clients. The principal areas of our business are advisory services and private capital raising. We help domestic and international clients raise capital and develop strategies for creating value. We believe our role is to provide our clients with expert advice matched by first class execution.
about us
We have undertaken a massive effort to make sure we can manage the speeds and volumes of the digital age while helping our clients and customers address the challenges of an ever-evolving world. Our vision is for Citi to be the preeminent banking partner for institutions with cross-border needs, a global leader in wealth management and a valued personal bank in our home market of the United States.
about us
Credit Suisse AG merged with and into UBS AG with UBS AG succeeding by operation of Swiss law to all assets and all liabilities of Credit Suisse AG. The Credit Suisse Group purpose is at the core of everything we do. Clear purpose and strong values, helps us realize our ambitions and has powered our progress for more than 160 years. Credit Suisse Group AG has now been acquired by UBS Group AG, creating a new consolidated banking group.
about us
The Elvey Partnership (EP) provides strategic solutions to early stage companies that are involved in creating the content, infrastructure, and enabling technology for rapidly growing industries.
Based in the heart of New York City, EP draws on the vast experience of its partners and on its extensive network to advise clients in the areas of strategy, structure, and finance.
about us
Deson & Co., founded in 2000, is a boutique investment, mortgage and merchant bank that focuses on Real Estate and Technology. Working in tandem with world-class sponsors, owners, and management teams, our firm defines and implements creative strategies, invests in and arranges debt and equity, and provides transaction preparedness and mergers advisory services.
Infused with a practical understanding of business transactions, a world-wide network of capital sources and strategic contacts, and an entrepreneurial spirit, Deson & Co. executes principal investments, financings, and exits, across its specialized areas of industry expertise.
about us
Wealthspire Advisors is a firm built on a straightforward idea: that clients deserve an advisor as motivated as they are to achieve their financial aspirations. With an independent business model that offers no proprietary products or sales incentives, and a deep bench of experts structured to collaborate around client needs, our team thrives on solving for the complexities of our clients’ financial lives.
about us
Portfolio company executives were not compensated for the statements regarding their business relationship with Great Hill. Such executives do receive ordinary course compensation by portfolio companies which in some cases are controlled by Great Hill and in certain cases may also be invested in Great Hill Funds. There are certain conflicts of interest relating to such executives because they are employed by Great Hill portfolio companies and receive benefits in connection with such employment. We enable high-growth, disruptive companies to achieve their full potential.
about us
Global Emerging Markets (“GEM”) is a $3.4 billion alternative investment group that manages a diverse set of investment vehicles focused on emerging markets across the world.GEM’s investment vehicles provide the group and its investors with a diversified portfolio of asset classes that span the global private investing spectrum.Each investment vehicle has a different degree of operational control, risk-adjusted return and liquidity profile. Our vehicles and investment vehicles provide GEM and its partners with exposure to: Small-Mid Cap Management Buyouts, Private Investments in Public Equities (PIPEs) and select venture investments.
about us
FTV has invested over $5.3 billion in 140+ companies to create $38 billion in enterprise value. We have helped our companies increase annual revenue growth from investment to exit by nearly 4x on average. Our theme-based strategy identifies and capitalizes on emerging structural changes in complex, high-growth markets. We recognize that every company has its own unique circumstances and specific capital needs and we create flexible, custom structures to help advance your goals. We assist our companies with expansion strategy; budgeting and financial functions; M&A guidance for acquisitions; merger, sale and IPO support; additional capital procurement and more.
about us
We’re a leading boutique investment firm with clients ranging from high net worth individuals and institutional investors, to sponsor companies that bring private placement offerings to market. We’re a trusted partner, dedicated to remaining nimble and flexible in order to fully focus on the needs of our clients.
At Emerson Equity LLC, we understand that nothing takes the place of a firm’s ability to deliver tangible results. That’s why each of our clients works directly with an investment professional who draws on the firm’s broad resources to tailor a specific products and services to fit their needs.
As a full-service brokerage firm launched in 2003, Emerson Equity was founded with the vision of providing complete financial planning and highly personalized investment management services and inception-to-closing managing broker dealer services. Today,
about us
At Genstar, we partner with exceptional leaders and empower our companies to think big, move fast and seize opportunity at every turn. Genstar partners with outstanding management teams, seeking to grow their companies and drive transformational change. We bring financial resources, deep sector experience, and a commitment to making the journey as rewarding as the destination. Genstar is proud of the track record it has built helping middle market companies in targeted sectors succeed. We operate as one team with a single office in the heart of San Francisco. Our vision is to help build lasting, impactful businesses that will continue to succeed well beyond our ownership.
about us
Jefferson Capital Partners, Ltd. (“JCP”) is located in Richmond, Virginia. Since its inception in 1988, JCP has invested over $200 million in growth financings, management buyouts, and recapitalizations of well-managed, rapidly growing companies, primarily in the consumer, business services, education, health care, and selected information technology industries.
In 2012, JCP through Jefferson Capital Partners, III,L.P. (“JCP III”) raised a $41 million fund dedicated solely to investing in the rapidly growing natural and organic food industry through a joint venture with Swander Pace Capital and United Natural Foods, Inc. For additional information, please see BranchBrook Holdings, LLC. JCP was founded by Palmer P. Garson and R. Timothy O’Donnell in 1988. Prior to raising JCP III in 2012, JCP successfully raised and invested over $150 million (through two pledge funds and a series of co-invests) in growth financings, management buyouts, and recapitalizations of well-managed, rapidly growing companies.
about us
The foundation of the Hinduja Group was laid by Parmanand Deepchand Hinduja, a self-made young entrepreneur from the fabled town of Shikarpur (then in undivided India). An entrepreneur, committed philanthropist and a visionary, Parmanand Deepchand Hinduja (P. D. Hinduja) entered the international arena with an office in Iran (the first outside India) in 1919. The twin pillars of the business were Merchant Banking and Trade. The Group remained headquartered in Iran till 1979. It then moved to Europe.
Spanning across continents, Hinduja Group went on to strengthen its businesses with diversifications in the fields of Mobility, Digital Technology, Media, Entertainment & Communications, Infrastructure Project Development, Lubricants & Specialty Chemicals, Energy, Real Estate and Healthcare, first under the leadership of Ex-Chairman, Srichand and now under Chairman, Gopichand and ably supported by his brothers, Prakash and Ashok Hinduja.
about us
Keiretsu Forum is a global investment community of accredited private equity angel investors, venture capitalists and corporate/institutional investors. Keiretsu Forum was founded in the San Francisco East Bay in California in 2000 by Randy Williams. Keiretsu Forum is a worldwide network of capital, resources and deal flow with 53 chapters on 4 continents. Keiretsu Forum members invest in high-quality, diverse investment opportunities. Keiretsu Forum and Keiretsu Capital (the exclusive worldwide fund partner of Keiretsu Forum) are ranked as the most active venture investors in the USA. The Keiretsu community is also strengthened through its involvement in social and charitable activities.
about us
KeyCorp's roots trace back nearly 200 years to Albany, New York. Headquartered in Cleveland, Ohio, Key is one of the nation’s largest bank-based financial services companies, with assets of approximately $187 billion at March 31, 2024. KeyBank is one of the nation’s largest, bank-based financial services companies, making it easy for you to bank where you live. True leadership is about creating a vision that can be implemented at every step. KeyBank’s leadership team works hard to fulfill its vision of financial wellness for our clients and businesses, working tirelessly to help you thrive.
about us
We aim to be the most respected financial services firm in the world, serving corporations and individuals in more than 100 countries. In a fast-moving and increasingly complex global economy, our success depends on
how faithfully we adhere to our core principles: delivering exceptional client service, acting with integrity and responsibility and supporting the growth of our employees. We are a leading global financial services firm with assets of $2.6 trillion and operations worldwide. We operate in over 100 countries with more than 240,000 employees worldwide. With a legacy dating back to 1799, we have demonstrated leadership in times of economic growth and instability.
about us
Citizens Financial Group, Inc. is one of the nation’s oldest and largest financial institutions, with $222.0 billion in assets as of September 30th, 2023. Headquartered in Providence, Rhode Island, Citizens offers a broad range of retail and commercial banking products and services to individuals, small businesses, middle-market companies, large corporations and institutions.
Citizens helps its customers reach their potential by listening to them and by understanding their needs in order to offer tailored advice, ideas and solutions. In Consumer Banking, Citizens provides an integrated experience that includes mobile and online banking, a 24/7 customer contact center and the convenience of approximately 3,200 ATMs and approximately 1,100 branches in 14 states in the New England, Mid-Atlantic and Midwest regions.
about us
In 2011, Liquidity Works acquired a company that specialized in Loss Prevention Enterprise Software in a mature industry that used the exceptions in the point-of-sale (POS) to highlight irregular behaviors in cashier-related fraud.
Liquidity Works recognized a large unserved market in using this information to improve the customer experience and create operating efficiency that significantly improves the operations’ bottom line. To achieve this we developed 3 significant initiatives never done prior in POS analytics and optimization.
We changed the platform to software-as-a-service. We developed an information delivery system that, in addition to identifying operational opportunities/negative sales behavior, coaches the employees in an individual and company-approved method and demands accountability from those responsible. Offered an industry-first “no risk” guarantee that, if we did not achieve the results promised, the customer had zero risk.
about us
The Landmark & TCA Venture Group Forum, held in Newport Coast, CA, is designed to be of particular interest to the Angel, Family Office and HNW investor communities. The event will feature presentations from a roster of select companies seeking funding and a timely and informative panel discussion focusing on Alternative Assets. Landmark Angels hosts bi-monthly multi-sector investor forums where selected early and growth stage companies present to Landmark’s Accredited Investor and Family Office membership.
about us
Kistefos AS is a private investment company owned by Christen Sveaas. The company was established in 1998 and manages a diversified portfolio of companies within a variety of industries including offshore, shipping, financial services, technology and real estate. Kistefos’ investment portfolio is managed from Oslo, Norway, and is mainly focused on investments in Europe.
The main objective of the company is to create value through active ownership on the back of influential ownership stakes, board representation and strong focus on operational and strategic activities. The investment mandate is pragmatic and opportunistic and there is a lot of flexibility with regards to sector, geography, ticket size and holding period. Kistefos’ portfolio companies range from start-ups to mature companies, with the aim of creating a balance between cash-flow generating investments and early-stage investments with high potential.
about us
Lincoln Park Capital’s principals have significant public and private equity, investment banking, business consulting, technology, legal and accounting expertise. This expertise affords Lincoln Park a broad understanding of the capital markets and an ability to structure simple, flexible and effective investments. We strive to be a reliable, consistent and reasonable source of capital in our private equity, real-estate and public company investments. While our investment approach may change from time to time, nothing will change the core of our business: long-term, win-win relationships where Lincoln Park incentives are aligned with the best interests of common shareholders.
about us
Marcum provides a full spectrum of traditional tax, accounting, and assurance services; financial, risk, and transaction advisory services; valuation, forensic and litigation services; technology consulting and managed services; and an extensive portfolio of specialty and niche industry practices.
Business owners and managers choose Marcum for our pragmatic, industry-focused insights. Our mission is to help your organization become more successful. At Marcum, we offer you a world of opportunity, a highly competitive salary, exceptional benefits, flexible work options, and industry-leading technology, all within an environment that values your contributions and supports your professional growth. As a Marcum associate, you’ll receive a benefits package that includes health, dental, and vision insurance, short and long-term disability insurance, life insurance, flexible spending accounts, and transit benefits, as well as paid time off, a 401(k)plan with an employer contribution, and a profit sharing plan.
about us
Lincoln Park Capital’s principals have significant public and private equity, investment banking, business consulting, technology, legal and accounting expertise. This expertise affords Lincoln Park a broad understanding of the capital markets and an ability to structure simple, flexible and effective investments. We strive to be a reliable, consistent and reasonable source of capital in our private equity, real-estate and public company investments. While our investment approach may change from time to time, nothing will change the core of our business: long-term, win-win relationships where Lincoln Park incentives are aligned with the best interests of common shareholders.
about us
MENTOR makes "positioning investments." This enables us to leverage our investment capital to attract significant financial resources from an extensive network of institutional investment funds and private capital sources. Our operating model is in the spirit of early private European merchant banks. MENTOR seeks a leadership role in supporting other founders and owners in companies at various stages of business development. We believe it is management's responsibility to operate the business and our participation is at the board and advisory level. Our process is to provide the proper degree of assistance that matches the unique needs of each portfolio company.
about us
Pegasus is a leading global private markets impact investment manager. As the first U.S. private equity fund manager accredited by the Green Climate Fund, we are dedicated to fostering sustainable growth while providing attractive returns for our investors. Founded in 1996, our way is rooted in a deep commitment to creating long-term value beyond returns. We pioneered commercial impact investing and on behalf of our clients, invested more than USD 2.6bn helping great businesses to grow and making a positive difference.
about us
Nenko Advisors International LLC looks forward to helping you grow in international markets. We are commercialization specialists who will guide you every step of the way. We match you with people and companies that will help you meet your business objectives We can take you from prototype product to a fully commercialized business We have trusted contacts "on the ground" overseas that will help you break down the cultural, geographic and regulatory barriers to be successful doing business. We represent your interests to existing and prospective business contacts at trade shows and business conferences. We provide local support and supervision of your current vendors. Our principals have decades of experience in a broad range of industries and functional areas, at home and abroad. This experience gives us a wealth of knowledge and a broad perspective about global markets that we apply on our clients behalf.
about us
Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary.
This material does not take into account a client’s particular investment objectives, financial situations, or needs and is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties.
about us
RCC Ventures LLC is an independent debt advisory firm that excels in providing multiple debt instruments and flexible financing solutions for mid-market, private equity, and venture-backed businesses at any stage of development, both domestically as well as internationally. We have the proven capacity to provide you with strong capital backing from our stable of over 200 respected institutional lenders, and our flexible structures accommodate inherent operational volatility. With our solid 36 years of structured finance experience and strong historical lender relationships, RCC Venture partners understand the complexity and unique characteristics of a wide range of business models.
about us
Prize Capital’s mission is to provide capital to early-stage innovators while mitigating risk for investors. Traditional funding mechanisms are not designed to deliver capital to early stage or non-traditional innovators, preventing the world from benefiting from these innovations. Prize Capital accomplishes its mission by deploying a proprietary financial model to support third-party prize awarding entities’ competitions. Specifically, the Prize Capital methodologies are designed to provide investment capital to individual competitors of these competitions.
about us
FundStudio is a software product and services company located in the New York metropolitan area, providing enterprise solutions with technical excellence to the financial services industry. Our flagship product, FundStudio, is an integrated, real-time portfolio operations & reporting system, and our middle-office managed services offering provides complete outsourced middle-office support.
The FundStudio platform provides middle and back office functionality from post-trade execution to shadow accounting and a state-of-the-art report writer to slice-and-dice portfolios on demand. It excels in a multi-asset class environment with diverse instrument coverage including equities, options, futures, FX and fixed income through to asset-backed securities and credit derivatives.
about us
New York Angels is a group of diverse, active, engaged, and successful Angel investors that provide support—financial, mentoring, and network related—to early stage Founders and Startups, while also contributing to the understanding of Angel investing (early stage Venture) as an asset class and supporting the ongoing development of the early stage ecosystem.
New York Angels members are entrepreneurs, CEOs, venture capitalists and business leaders who have founded, funded, and built world-class companies.
We come from a wide array of industry expertise and together create an extensive network of entrepreneurial support. We mentor and coach the entrepreneurs in whom we invest, serve on their boards, provide contacts and assist with team building, strategic planning and financing.
about us
We're an early stage venture capital firm focused on equity investments in companies with dramatic growth potential, primarily in technology and highly-scalable services businesses OCA has continuously been a great thought partner and has been instrumental in connecting us with key healthcare leaders.In addition to capital, OCA has provided us with both insightful advice and impactful introductions that have paved the way for the future success of our business.The OCA team does the hard work of rolling up their sleeves to help you build, and their partnership has been absolutely pivotal to our success.
about us
OurCrowd's professional team is comprised of entrepreneurs, venture capitalists, investors, and geeks with decades of combined experience building businesses, raising capital, and investing in Israeli and global startups.
We are passionate about selecting the biggest ideas being developed by the top startups from Israel and beyond, and sharing those opportunities with you. OurCrowd grants investors rare access to a wide range of startup opportunities, allowing them to invest directly in companies alongside VCs and angel investors on the same terms, from as little as $10,000. The platform also offers a wide range of alternative investment opportunities including private equity, venture debt, and real estate funds.
about us
We have been made aware of scams where unauthorized and unrelated persons purporting to be UBS personnel are approaching members of the public via calls, emails or social media channels to pitch for a fraudulent investment scheme, to obtain personal information, or to provide unauthorized payment confirmation. UBS would like to remind our clients and members of the public that our emails always come from addresses in the form of “@ubs.com” only. If you are unable to verify such persons’ identities and confirm their connection with UBS, please do not provide these individuals with your personal/corporate data or respond to any fund transfer request. Please do not open hyperlinks, attachments and QR codes from any unfamiliar sources. Please note that UBS India is servicing only institutional clients through its Investment Bank businesses.
about us
New Mountain Capital, LLC, together with its affiliates (“New Mountain”), manages private equity, credit and net lease capital with aggregate assets under management of approximately $50 billion*. New Mountain has raised over $40 billion of committed capital across private equity, credit and net lease investment strategies.
New Mountain Capital emphasizes intensive fundamental research and a growth-oriented, “value-add” investment approach, rather than reliance on excessive risk, as the best path to high and consistent long-term returns. New Mountain Capital has proactively developed particular research and operational expertise in carefully selected defensive growth niches of healthcare, software, business services, information and data, logistics, specialty chemicals, federal services, financial services, and environmental services. New Mountain Capital works systematically to establish expertise in additional sectors over time.
about us
We have been made aware of scams where unauthorized and unrelated persons purporting to be UBS personnel are approaching members of the public via calls, emails or social media channels to pitch for a fraudulent investment scheme, to obtain personal information, or to provide unauthorized payment confirmation. UBS would like to remind our clients and members of the public that our emails always come from addresses in the form of “@ubs.com” only. If you are unable to verify such persons’ identities and confirm their connection with UBS, please do not provide these individuals with your personal/corporate data or respond to any fund transfer request. Please do not open hyperlinks, attachments and QR codes from any unfamiliar sources. Please note that UBS India is servicing only institutional clients through its Investment Bank businesses.
about us
New York is business—a city riding the wave of growing industries including life sciences, tech, and the green economy. Home of the world’s 9th-largest economy, NYC is primed for innovation—where people from all walks of life connect and collaborate every day. NYCEDC is a mission-driven, nonprofit organization that works for a vibrant, inclusive, and globally competitive economy for all New Yorkers. And one of our key strategies is strengthening confidence in NYC as a great place to do business. That’s why our Business Development team is prepared to help you establish the critical connections you need to succeed in the diverse NYC business ecosystem.
about us
Private Is Power – Family Office Insights is a private invitation only, collaborative peer-to-peer community of single family offices, qualified investors and institutional investors. Family Office Insights agenda: to grow a well curated like-minded investor community that seeks to help protect, expand, and nurture wealth for multiple generations. Family Office Insights revenues are strictly from presenters who pay a flat fee to present to the community or subscription fee to maintain updated offering data.
about us
Robin Hood Ventures has been investing in early-stage, high-growth startups, en route to building great companies. Investments generally range from $250,000 to $1 million, and we syndicate with venture capitalists, institutions, and other angels in our network. Robin Hood Ventures is grateful for the support of our highly valued and carefully selected partners. Our collaboration with partners focuses on building community relationships between entrepreneurs, RHV members and corporate partners that facilitates knowledge and resource sharing.
about us
We invest almost exclusively in the United States and Canada, though we make exceptions for certain natively global industries. Primary investments are 95% of our capital allocation. We focus on the stage of the company, not the name of the round. As a result, we lead or co-lead rounds between $5-20M with an initial investment of $3-8M with capital reserved for follow-on investments Seed investments make up the remainder of our allocation. While we will, on occasion, end up leading a larger Seed round, we usually find ourselves participating in the round with an initial check size of $250k. For these investments, we do not take board seats.
about us
Wedbush is dedicated to securing your interests, strengthening your vision, and helping clients achieve financial success while focusing on client service and financial safety, innovation, and the utilization of advanced technology. Learn more about Wedbush by exploring some of the building blocks that define who we are. When it comes to business continuity and financial stability, Wedbush is safe and secure. We’ve been around since 1955, and we just keep getting stronger. With memberships on all major stock exchanges in the United States including the New York Stock Exchange (NYSE), NASDAQ, NYSE ARCA, and BATS, Wedbush also has the capability to execute on most international exchanges.
about us
Tzar Investment Group, LLC is a global investment advisory, consulting and strategic business development firm with offices in Providence, Rhode Island, New York, New York and Chennai, India. Tzar Investment Group, LLC is a global investment advisory, consulting and strategic business development firm with offices in Providence, Rhode Island, New York, New York and Chennai, India.
about us
about us
S
tephens offers investment banking and advisory services, research, sales and trading, asset management, public finance, insurance, wealth management, private capital, and family office services. Our business is rooted in a deep client focus, sector knowledge, and a commitment to research.
Our clients include corporations, state and local governments, institutional and individual investors, with many relationships lasting for generations. We’re headquartered in Little Rock, with strategic locations in the US and Europe, working wherever our clients need us.
Since our founding in 1933, we’ve been able to identify and seize opportunities during all economic cycles. Whether executing single transactions or developing holistic solutions, we create lasting value.
about us
about us
Trident Capital is a multistage venture capital firm that has invested in over 180 companies since inception in 1993. The firm raised seven funds and $1.9 billion of capital between 1993 and 2010. In 2015, the partners of Trident Capital formed two new firms, Forgepoint Capital, a venture capital firm focused exclusively on cybersecurity, and Sunstone Partners, a growth equity firm focused on technology enabled business services. The Trident Capital team continues to work together to manage the Trident Capital portfolio.
about us
