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Edquity is an anti-poverty company that helps colleges improve students’ financial security by increasing access to resources and emergency funding. The Edquity platform, which we provide for partners as a white-labeled mobile app and web platform, allows students to apply for and receive emergency cash grants in less than 48 hours and find resources to help them meet their basic needs. Edquity arms institutions with the analytical tools to understand where student's needs are in real-time and track the efficacy of their institutional initiatives. We've raised over $4MM in funding from some of the most notable postsecondary success investors in the country, including the Gates Foundation, Lumina Foundation, ECMC Foundation, Omidyar Network, and more.
Paya is a leading provider of integrated payment and frictionless commerce solutions that help customers accept and make payments, expedite receipt of money, and increase operating efficiencies. The company processes over $40 billion of annual payment volume across credit/debit card, ACH, and check, making it a top provider of payment processing in the US. Paya serves more than 100,000 customers through over 2,000 key distribution partners focused on targeted, high-growth verticals such as healthcare, education, non-profit, government, utilities, manufacturing, and other B2B end markets. The business has built its foundation on offering robust integrations into front-end CRM and back-end accounting systems to enhance customer experience and workflow. Paya is headquartered in Atlanta, GA, with offices in Reston, VA, Fort Walton Beach, FL, Dayton, OH, Mt. Vernon, OH, Dallas, TX, and Tempe, AZ.
Since our inception in 2001, we have dedicated ourselves to finding the best opportunities to invest our personal capital while also providing our relationships with the ability to co-invest alongside us. Individually we are small, but collectively we are the equivalent of a large institutional investor with superior access and buying power. We Invest Our Own Capital – We always invest our personal capital alongside you. We have more than $300 million of our capital committed to our investment vehicles and are typically the largest investor in each of them. We Provide Access to Innovative Investing – Because of the scale of the investments we make, we have access to opportunities generally unavailable to families with less than $250-$500 million of investable assets. We Align Our Interests with Yours – The majority of our compensation is performance-based. In most cases, if our co-investors don’t make money we don’t get paid. This ultimate alignment of interests is why we focus on finding the absolute best risk/reward opportunities available
Bertram Capital is a private equity firm targeting investments in lower middle market companies. Since its inception in 2006, the firm has raised over $2.2B of capital commitments. In addition to supplying strategic growth capital, Bertram Capital leverages proprietary processes and services, Bertram High 5sm and Bertram Labs, to empower its portfolio companies to unlock their full business potential. The Bertram High 5sm is an operationally-focused value creation strategy, which includes management augmentation, operational initiative implementation, complimentary business acquisition, sales and marketing improvements and leveraging technology and IP. The cornerstone of this strategy is Bertram Labs, its in-house technology team, which drives growth and value through digital marketing, e-commerce, big data and analytics, application development and internal and external platform optimization. Investment Criteria: Industry Focus > Business Services > Consumer > Industrial/Manufacturing > Technology Size Characteristics > Revenue: $20-$250M > EBITDA: $5-$35M > Add-ons can be smaller/early stage Transaction Structures > Preference for control > Prefer private companies or divestitures > Management buyouts > Shareholder liquidity events Equity Strategy > Enterprise Value: $50-$500M > Platform equity check range: $25-$100M > Ample capital available for add-ons > Low leverage: ~ 50-70% equity Disclaimer: http://www.bertramcapital.com/disclaimer
For more than 30 years, Homebridge's vision has been to make the dream of homeownership a reality for every customer. Purchasing a home is a celebrated life moment, and Homebridge strives to make the experience straightforward, enjoyable, and easy for everyone we work with. Homebridge combines the strength and resources of a national-level mortgage lender with the personal attention and flexibility expected from a locally owned business. Real Professionals, Helping Real Homebuyers Even in today's on-demand digital world, homebuyers benefit the most when working with professionals who are just a phone call away. Our expert mortgage professionals live and work in the communities they serve. Whether on the phone, email, or in person, they take the time to understand each customer’s unique needs, and those of the housing market in a way no smartphone app could ever match. If a customer has needs out of town, or out of state, our team can still provide the service that is deserved. There Is No "One Size Fits All" Mortgage Homebridge customers work with mortgage experts, not just apps and algorithms. The specialists at Homebridge take the time to work with every customer, leveraging their network of housing industry professionals, and presenting the different mortgage options customized to each client’s unique needs. Nationwide Footprint, Independent Flexibility Homebridge is one of the largest independent mortgage-specific lenders in the U.S. Since we are licensed to originate mortgages in 49 states and Washington, D.C., Homebridge can work with customers on their mortgage needs whether they’re buying a new home across town or a vacation property across the country. Our nationwide network of 200 offices are managed by dedicated professionals committed to expertly guiding every borrower through the homebuying process. Homebridge Financial Services, Inc. (Homebridge), NMLS ID #6521 The Homebridge Disclosure: https://www.homebridge.com/disclosure/
VEDC is a national non-profit business development organization with a 41-year history of changing small business. As a certified Community Development Financial institution (CDFI), our mission is to create jobs through small business development in under-served communities. We provide loans and educational assistance to local small businesses, particularly those owned by women and minorities who don’t qualify for traditional financing. To learn more, call 1-800-304-1755 or visit vedc.org
Portage Point is an elite boutique business advisory, interim management, investment banking and financial services firm that partners with companies and their stakeholders during periods of growth, complexity, transition and underperformance. We are an operationally oriented team encompassing a broad range of expertise built to maximize value and align stakeholder interests while guiding businesses through the most urgent and complex challenges ranging from performance improvement to accelerated transformation to complex financial restructuring
Vander Ploeg, Bergakker & Associates We offer a variety of services to our clients, including: • Accounting and Auditing • Tax Planning • Tax Reporting • Business Consulting • Business Valuations Key Points in Our Statement of Values and Culture • A commitment to quality for all of our work • Integrity in all that we do • Kindness – for our clients, our co-workers, and our community stakeholders • Responsiveness to our client’s needs • A healthy balance of work and family commitment We provide an alternative to the big firm environment. Our atmosphere is fun, straightforward, and family friendly. We intend to keep our operation simple and focused on the needs of our clients. We intend to earn our clients’ trust by responding quickly to their needs, providing services that meet our clients’ standard for quality, and being proactive in addressing and solving our clients’ business issues. We want our clients to be our friends. We intend to earn our staff’s loyalty by meeting their needs for valued work, providing fair compensation, and recognizing and appreciating effort. We believe that faith, family, and friends are fundamental human forces that must be met at home and at work.
Twain Financial Partners is an investment management firm located in St. Louis, MO with over $4 billion in assets under management within the public-private partnership sector. The firm works with a wide variety of investment types, specializing in tax credit, structured debt, and real estate transactions. Twain works closely with financial institutions, corporations, and high-net-worth individuals to structure and manage investments that offer both attractive economic return and social benefits.
Tentho provides bookkeeping, accounting, strategy/advisory, and tax services delivering you business information that is correct, timely, and actionable. Our goal is to take care of your numbers so you can take care of the rest of your business. We do this by maximizing the use of technology, freeing up your time to accomplish your business goals and the reasons you got into it in the first place! Visit Tentho.com to learn more!
Imagine a financial partner that will be with you throughout the life of your business. You need clear steps to take to make your business as strong and smart as possible. Equipment financing, debt restructuring and revolver credit – these services we offer provide the tools that keep your company’s finances thriving. We can’t guarantee that the solution will always be simple, but we can promise that communications with your Equify Financial representative responsible for your note will be. Equify Financial does not sell your note to third parties, which means we’ll be with you every step of the way.
Elevate Ventures is a private venture development organization that nurtures and develops emerging and existing high-growth businesses into high-performing, Indiana-based companies. Elevate Ventures accomplishes this by providing access to capital, rigorous business analysis and robust advisory services that connect companies with the right mix of resources businesses need to succeed long term. To learn more about Elevate Ventures, visit elevateventures.com.
Big Idea Ventures is a venture firm: Our first fund is the New Protein Fund, we raised USD$50M to invest in the best companies in plant-based, cell-based and fermentation-enabled foods, ingredients and technologies. We combine capital and partnerships with global corporates, thought leaders and family offices to support the world’s most compelling entrepreneurs, scientists and engineers around the world. Big Idea Ventures is a leader in the global food ecosystem committed to ensuring we can support our people and planet in a sustainable way. We are fortunate to be anchored by major institutional investors including Tyson Foods (NYSE: TSN) a Fortune 100 company as well as Temasek which is a global investment company headquartered in Singapore.
Barings is a $382+ billion* global investment manager sourcing differentiated opportunities and building long-term portfolios across public and private fixed income, real estate, and specialist equity markets. With investment professionals based in North America, Europe and Asia Pacific, the firm, a subsidiary of MassMutual, aims to serve its clients, communities and employees, and is committed to sustainable practices and responsible investment. *Assets under management as of 6/30/21
Glass Lewis is the world’s choice for governance solutions. We enable institutional investors and publicly listed companies to make sustainable decisions based on research and data. We cover 30,000+ meetings each year, across approximately 100 global markets. Our team has been providing in-depth analysis of companies since 2003, relying solely on publicly available information to inform its policies, research, and voting recommendations. Our customers include the majority of the world’s largest pension plans, mutual funds, and asset managers, collectively managing over $40 trillion in assets. We have teams located across the United States, Europe, and Asia-Pacific giving us global reach with a local perspective on the important governance issues. Investors around the world depend on Glass Lewis’ Viewpoint platform to manage their proxy voting, policy implementation, recordkeeping, and reporting. Our industry leading Proxy Paper product provides comprehensive environmental, social, and governance research and voting recommendations weeks ahead of voting deadlines. Public companies can also use our innovative Report Feedback Statement to deliver their opinion on our proxy research directly to the voting decision makers at every investor client in time for voting decisions to be made or changed. The research team engages extensively with public companies, investors, regulators, and other industry stakeholders to gain relevant context into the realities surrounding companies, sectors, and the market in general. This enables us to provide the most comprehensive and pragmatic insights to our customers.
Konvoy is a thesis-driven venture capital firm. We invest in the platforms and technologies at the frontier of gaming.
Banks, Fintechs and businesses everywhere can make bigger, better, bolder leaps with Currencycloud. Currencycloud gives them the capability to move money across borders, and transact globally in multiple currencies, fast. They make it easy for clients to embrace digital wallets, and even to embed finance into the core of their business – no matter what industry they’re in. Clients can simply plug in, and they’re off – knowing that Currencycloud has taken on all the complexity of multi-currency cross-border business on their behalf. A unique combination of expertise and industry-leading technology has allowed Currencycloud to help clients to innovate faster, to go further, to go first. Since its launch in 2012, the platform has enabled super-stratospheric start-ups and global leaders including Klarna, Revolut, Starling, and Visa to move more than $75bn to over 180 countries.
Grove Point Financial was incorporated in 1984 and operates out of its headquarters in Rockville, Maryland. The firm provides broker-dealer and RIA services to more than 500 registered representatives across the U.S. Grove Point Financial is guided by a mission of delivering service excellence based on relationships, where all financial professionals thrive in an intimate and accessible culture that values partnership above all else. Securities offered through Grove Point Investments, LLC, member FINRA/SIPC. Investment Advisory Services offered through Grove Point Advisors, LLC, Grove Point Investments, LLC & Grove Point Advisors, LLC are subsidiaries of Grove Point Financial, LLC. Grove Point Financial, LLC is a wholly owned subsidiary of Kestra Holdings.
Angel Oak Home Loans is a national mortgage lender based in Atlanta, GA providing innovative mortgage products tailored to borrowers' home financing needs. Angel Oak’s lending practice was founded upon core principals of providing consumers with a variety of mortgage products that are tailored to meet their home financing needs. At Angel Oak, we realize that each of our client’s circumstances are unique and therefore we take an advisory approach to meeting their mortgage needs. Our highly trained Licensed Mortgage Advisors (LMA’s) work closely with each client and partner to match the right program for their situation. Our collaborative approach to servicing clients and referral partners enables us to deliver some of the quickest turn times in the industry, while focusing on superior client satisfaction. Angel Oak Home Loans LLC NMLS# 685842, For licensing information, go to: (www.nmlsconsumeraccess.org), Licensed in AL, AZ #0927070, AR, Licensed by the Department of Financial Protection and Innovation under the California Residential Mortgage Lending Act , CO, CT, DE, DC, FL, GA #32379, ID, IL, IN, IA, KS, KY, LA, ME, MD, MI, MN, MS, MO, MT, NE, ND dba AOHL LLC, NV, NH, Licensed by the N.J. Department of Banking and Insurance, NM, NC, OH, OK, OR, PA, Rhode Island Licensed Lender, SC, SD, TN, TX, UT, VT, VA, WA dba AOHL LLC, WV, WI, WY. 980 Hammond Drive, Suite 200, Atlanta, GA 30328. The information contained herein is for informational purposes only and is not a commitment to lend. The program, rates, terms, and conditions are subject to change at any time without notice. All loans are subject to credit approval. Not all products and options are available in all states.