Imperial Capital, LLC

Imperial Capital, founded in 1997, is a full-service investment bank with offices in Los Angeles, New York, London, Milan, Stamford, Palm Beach, Houston, Boston, and Tel Aviv. The firm currently employs over 150 professionals and offers a wide range of proprietary products and services to institutional investors, middle market companies, and private equity firms. Imperial Capital provides institutional clients with analysis of bank loans, debt securities, the hybrid/bank capital marketplace, post-reorganization equities, special situations claims and listed and unlisted equities. The firm provides middle market companies and financial sponsors with capital markets, merger and acquisitions, capital structure, restructuring and recapitalization advisory services. More information about Imperial Capital can be found at www.imperialcapital.com.

Lendistry

Lendistry (lendistry.com) is a minority-led small business lender and fintech that provides innovative lending products and access to grant programs for small businesses nationwide. Lendistry has both Community Development Financial Institution (CDFI) and Community Development Entity (CDE) certifications and is a member of the Federal Home Loan Bank of San Francisco. Lendistry SBLC, LLC is an SBA Preferred Lender and the nation’s only African American-led SBA designated Small Business Lending Company. In collaboration with The Center by Lendistry, a nonprofit business education organization, Lendistry dedicates itself to providing economic opportunities and progressive growth for underserved urban and rural small business borrowers and their communities.

kayne anderson

Kayne Anderson, founded in 1984, is a leading alternative investment management firm focused on real estate, credit, infrastructure/energy, renewables, and growth equity. Kayne’s investment philosophy is to pursue niches, with an emphasis on cash flow, where our knowledge and sourcing advantages enable us to deliver above average, risk-adjusted investment returns. As responsible stewards of capital, Kayne’s philosophy extends to promoting responsible investment practices and sustainable business practices to create long-term value for our investors. Kayne manages over $33 billion in assets (as of 6/30/2023) for institutional investors, family offices, high net worth and retail clients and employs over 330 professionals in five core offices across the U.S. and Europe.

Aspiriant

We’re Aspiriant, a national, independent wealth management firm that is 100% employee owned. We focus on creating clarity and peace of mind for our clients. We’ve invested a vast amount of thought and energy into structuring our firm and business model to be unique and sustainable – and focused on growing with you to match your financial complexity. To help you realize your vision for your life, our team of experts integrate financial planning, investment management and ongoing execution. There is much more, if and when you need it: tax management, estate planning, philanthropy, and more. Like what you hear? Follow us here and reach out to us.

Verifi Inc.

Founded in 2005, Verifi’s next-generation post-purchase solutions help merchants prevent and resolve transaction disputes, retain revenue, and improve the payment and dispute experience of your customers. We also help card-issuing banks reduce costs associated with unnecessary refunds and card reissuance. Verifi works with companies of all sizes and industries, delivering robust SaaS payment protection solutions that reduce the strain on operational resources and help maximize profits. Our scalable solutions lead the payments industry in risk management for all major card brands, reducing the volume of disputes in the ecosystem and the damaging impact on merchants and issuers. Verifi’s innovative collaboration network enables sellers and issuers to provide an overall improved customer experience. In 2019, Visa acquired Verifi to complement their global dispute management and post-purchase services. The addition of Verifi’s intelligent, data-driven tools enable Visa to offer brand-agnostic solutions and foster collaboration with more partners across the entire payments ecosystem. Verifi is headquartered in Los Angeles, CA. Visit us at www.verifi.com.