Lightyear Capital

King Insurance is a full-service insurance brokerage firm that provides a variety of property & casualty as well as employee benefits solutions.

AmpliFI Loyalty Solutions, LLC is a provider of customized loyalty programs specifically designed for financial institutions such as banks and credit unions. Based in Naperville, Illinois, the company offers a range of services including its Loyalty Engagement ampliFIcation Platform (LEAP), gamification, marketing design, and consultation. AmpliFI also provides tools for fuel redemption, omnichannel redemption capabilities, and customized marketing campaigns, alongside reporting and program analysis. The company supports an integrated card-linked, merchant-funded network and offers credit and debit reward programs, leveraging over 20 years of experience in managing loyalty initiatives within the financial services sector. With a focus on middle-market banks and credit unions, AmpliFI operates approximately 1,200 loyalty programs across the United States.

Prime Pensions is an independent firm that offers a range of retirement plan services tailored for small and medium-sized enterprises (SMEs). The company specializes in recordkeeping, compliance, plan design, implementation, and annual administration, as well as consulting and actuarial services. By providing these comprehensive solutions, Prime Pensions helps its clients navigate the complexities of regulatory requirements set forth by the Department of Labor, IRS, and other governing bodies, ensuring efficient compliance and effective retirement planning.

Inszone is a full-service insurance brokerage firm which provides a broad array of property & casualty and employee benefits solutions.

PracticeTek is a company focused on advancing healthcare through technology. Established by a group of investors and entrepreneurs, it specializes in providing investment and financing to software developers within the healthcare sector. The company targets middle-market, retail-healthcare software-as-a-service (SaaS) firms that create essential tools for medical and dental practices. These tools include practice management systems, electronic health records, appointment scheduling, patient intake forms, communications, and electronic payment processing. By supporting these companies, PracticeTek aims to help entrepreneurs enhance their business operations, foster collaboration, and ultimately improve patient care in the healthcare landscape.

Schellman is a leading provider of attestation and compliance services. They are a globally licensed PCI Qualified Security Assessor, an ISO Certification Body, a HITRUST CSF Assessor, and a FedRAMP 3PAO. Renowned for expertise tempered by practical experience, their professionals provide superior client service balanced by steadfast independence. Their approach builds successful, long-term relationships and allows their clients to achieve multiple compliance objectives through a single project team.

Wren Sterling Financial Planning Limited, established in 2014 and based in Nottingham, United Kingdom, specializes in providing comprehensive financial planning and advisory services to both private and corporate clients. The firm focuses on various aspects of savings, investments, and retirement planning, aiming to deliver tailored solutions that enhance financial security. Wren Sterling's advisers prioritize the cultivation of long-term client relationships, ensuring that their services address the evolving needs of clients across generations. In addition to individual financial planning, the company offers guidance on corporate protection and employee benefits strategies, helping businesses optimize their investments and protect their interests for a sustainable financial future.

Allworth Financial is an independent investment advisory firm focused on providing comprehensive financial and retirement planning services. The firm specializes in retirement planning, investment advising, and 401(k) management, employing a direct approach to assist clients in achieving their financial goals. Allworth Financial offers both long- and short-term investment planning solutions, equipping clients with the knowledge and strategies necessary to navigate their financial futures confidently. The firm's mission is to help individuals plan strategically for retirement, alleviating concerns about financial stability and longevity.

ProfitSolv specializes in providing integrated billing, payment, and software solutions tailored for legal, accounting, and other professional services sectors, including consulting, architecture, and engineering. The company focuses on delivering a comprehensive suite of technology services that help professionals streamline their operations. By enhancing efficiency and productivity, ProfitSolv aims to support its clients in optimizing their processes and increasing revenue.

Blackline Safety Corp. is a global connected safety technology company specializing in worker safety monitoring solutions. Headquartered in Calgary, Canada, the company develops and markets a range of products including safety wearables, gas detection devices, and monitoring services. Key offerings include the G7c and G7x wearables, which feature cellular and satellite connectivity, enabling real-time safety monitoring in various environments. Blackline also provides a suite of services such as Loner Mobile, a safety monitoring application, and a cloud-hosted portal for managing safety alerts. Serving diverse industries, including oil and gas, healthcare, and manufacturing, Blackline empowers organizations to enhance safety compliance and response capabilities, having facilitated millions of emergency responses and processed billions of data points. Founded in 2004, the company was previously known as Blackline GPS Corp. before rebranding in 2015.

Maroon Insights LLC, based in Philadelphia, Pennsylvania, specializes in developing a predictive analytics platform aimed at providing marketing intelligence for B2B companies. Founded in 2016, Maroon.ai offers a software-as-a-service (SaaS) solution that integrates seamlessly into existing business processes. The platform aggregates and analyzes vast commercial datasets, currently exceeding 80 million records, to deliver actionable insights into prospective customers and competitors. By leveraging advanced data mining, artificial intelligence, and customizable business intelligence tools, Maroon enables businesses to efficiently qualify leads and enhance their customer relationship management and sales force automation systems. This approach helps clients identify high-potential prospects and generate quality leads, driving overall business growth.

Founded in 2006, Health Plan One is an online health insurance marketplace serving individuals, families, small groups and Medicare recipients. The Health Plan One platform aims to help consumers to make well-informed decisions about their health insurance needs by offering online and offline sales support and customer service 24-hours a day. Additionally, Health Plan One markets Medicare Advantage and Medicare supplement products under the brand Medicare Solutions.

Lendmark Financial Services is a financial services company offering personalized loan solutions and debt consolidation loans services.

Lighthouse is a prominent full-service eDiscovery provider that caters to Fortune 100 companies and Am Law 100 law firms across the United States. With over 19 years of experience, the company specializes in managing the complexities of enterprise data for compliance and legal teams. Lighthouse offers a range of services, including consulting and data analysis, aimed at enhancing eDiscovery workflows while significantly reducing clients’ overall discovery costs. Their focus on collaboration and innovation enables clients to effectively identify and mitigate risks associated with current and future litigation.

Engage PEO, LLC is a provider of outsourced human resource and workforce consulting services specifically tailored for small and mid-sized businesses. Founded in 2011 and headquartered in Hollywood, Florida, with additional offices in Saint Petersburg and Addison, the company offers a comprehensive range of services, including payroll processing, benefits administration, workers' compensation, risk management, and employee compliance. Engage PEO's expert team, comprised of seasoned professionals in human resources and legal counsel, focuses on helping clients navigate complex regulatory environments while minimizing costs and maximizing operational efficiency. Their offerings also include employee self-service web payroll access, time and attendance system integration, and ACA reporting services, thereby enhancing clients' competitive advantage in their respective markets.

AmpliFI Loyalty Solutions, LLC is a provider of customized loyalty programs specifically designed for financial institutions such as banks and credit unions. Based in Naperville, Illinois, the company offers a range of services including its Loyalty Engagement ampliFIcation Platform (LEAP), gamification, marketing design, and consultation. AmpliFI also provides tools for fuel redemption, omnichannel redemption capabilities, and customized marketing campaigns, alongside reporting and program analysis. The company supports an integrated card-linked, merchant-funded network and offers credit and debit reward programs, leveraging over 20 years of experience in managing loyalty initiatives within the financial services sector. With a focus on middle-market banks and credit unions, AmpliFI operates approximately 1,200 loyalty programs across the United States.

HPM Partners is an award-winning investment and wealth management firm offering customized financial advice to individuals and their families, businesses and their employees, and nonprofit organizations.

Datalot Inc. specializes in mobile and web marketing technology solutions tailored for the insurance industry. Established in 2008 and headquartered in Brooklyn, New York, the company has developed a pay-per-call advertising marketplace that transforms online traffic into live phone interactions. This platform connects insurance carriers and agents with transaction-ready consumers, facilitating the direct transfer of qualified leads into their sales processes. Datalot’s offerings include customized marketing campaigns, professional consumer triage, analytics-driven routing, and tools for agent management and regulatory compliance. By optimizing active campaigns, Datalot effectively helps clients achieve customer acquisition and lifetime value targets.

Headquartered in Austin, Texas, eCommission Financial Services, Inc. focuses exclusively on the financial needs of real estate sales professionals throughout the United States. The Company utilizes the latest technologies to ensure fast, easy processing of all real estate commission advance products, and superior customer satisfaction. eCommission is owned by Milestone Partners, a private equity firm that partners with management to invest in leveraged buyouts and recapitalizations of lower middle market businesses. Milestone pursues successful niche-market leaders that provide high-margin products or services. Milestone’s transactions typically provide liquidity to shareholders of privately owned businesses, facilitate the transition of ownership to key managers, and allow management to capitalize on growth opportunities, while maintaining the legacy of the founders.

Since 1972, Hyduke has been a leading global manufacturer of drilling rigs and equipment. We engineer, design, and manufacture, land-based drilling rigs, pump units, cranes, winches, center sections, mud systems, catwalks, pipe tubs, skids and oilfield buildings. Our products have proven their reliability in the most harsh arctic, desert, and tropical environments throughout the world. Recently Hyduke has diversified into custom steel fabrication for civil and industrial projects, offering high-quality structural steel fabrication, modular unit supports, and more. In addition, Tank manufacturing is a new venture for Hyduke, and the company has managed to gather a deeply experienced staff for all tank engineering, manufacturing and field installations.

Ygrene Energy Fund is a prominent provider of financing services focused on energy efficiency and resiliency projects for residential, multifamily, and commercial markets. Established in 2010, Ygrene has developed a Property Assessed Clean Energy (PACE) program that simplifies the process for property owners to invest in improvements that promote sustainability and environmental health. The company offers accessible financing options that require no upfront payments, allowing property owners to undertake projects related to energy efficiency, renewable energy, water conservation, and storm protection. Ygrene has successfully funded over 125,000 projects, totaling more than $3.2 billion, fostering job creation and economic investment in local communities. While PACE programs are supported by state legislation and require local government approval, Ygrene operates independently of government funding. The company has maintained a steady pace of innovation and growth, consistently completing multiple securitizations each year to further its mission.

Advisor Group is among the largest independent broker-dealer networks in the United States. Advisor Group is among the largest networks of independent broker-dealers in the United States. The four broker-dealers that comprise Advisor Group – FSC Securities Corporation, Royal Alliance Associates, SagePoint Financial, and Woodbury Financial Services – foster the spirit of entrepreneurship and independence that is exemplified by our over 5,000 affiliated advisors. Our structure allows us to invest significant resources across our broker-dealer network — resources that any single firm would have difficulty duplicating. The result? Our advisors enjoy access to state-of-the-art technologies, personalized service, and broad-based operational support. The advisors we serve enjoy the best of both worlds – big-firm resources with a small-firm feel. Our strengths, combined with the collective strengths of our advisors, provide powerful momentum to meet our industry’s next generation of challenges and opportunities.

Pathlight Capital, LLC is a commercial finance company based in Hingham, Massachusetts, established in 2012. It specializes in providing secured loans primarily to companies in the consumer and retail sectors, while also addressing the financing needs of businesses across various industries. The company offers flexible lending solutions, including loans secured on a first or second lien basis against both tangible and intangible assets. Additionally, Pathlight Capital provides enterprise value and mezzanine financing options, enabling management teams to access liquidity for purposes such as growth, acquisitions, debt refinancing, and restructuring.

Wealth Enhancement Group is a financial services firm that provides customized financial planning and investment management solutions. The company focuses on assisting clients, particularly high net-worth individuals and mass affluent clients, in navigating the complexities of their financial lives. By offering comprehensive services that include investment management, tax strategies, insurance, and estate planning, Wealth Enhancement Group aims to simplify the management of multiple financial relationships. The firm emphasizes the importance of behavioral finance to help clients make informed decisions, ultimately reducing their stress and enhancing their confidence in financial matters.

The RidgeWorth Funds family provides investors with a range of equity funds, bond funds and asset allocation funds. We believe that the best equity funds and best bond funds are those that have managers who remain true to their investment disciplines over the long term. The best equity funds and best bond funds for investors may not be the ones with the highest absolute performance, but rather, the funds that perform the way they are supposed to perform in different market environments, and contribute to a well-diversified portfolio. Take a look at the funds we have to offer, which may help you build a well-diversified portfolio.

Alegeus is a leading provider of consumer-directed healthcare solutions, managing a significant share of the market for benefit accounts. The company offers a comprehensive benefits administration platform that aids individuals in navigating their healthcare spending and saving options. Alegeus's platform supports various consumer-directed healthcare accounts, including flexible spending accounts, health savings accounts, wellness incentives, dependent care, and commuter accounts. Through innovative tools such as debit cards and user engagement strategies, Alegeus helps consumers optimize their healthcare spending and maximize their savings.

Paradigm achieves leading clinical and financial results for catastrophic and complex claims, including traumatic brain injuries, spinal cord injuries, multiple traumas, amputations, burns, and complex and chronic pain management. They manage these most volatile and costly cases using a unique, comprehensive methodology.

Clarion Partners is a New York-based investment adviser that specializes in real estate investment management. Established in 1982, the firm has built a reputation as a leading provider of long-term real estate solutions, catering to a diverse range of more than 200 domestic and international institutional investors. Clarion Partners employs a variety of real estate strategies that span the risk/return spectrum, allowing it to effectively manage approximately $40 billion in assets. The firm operates additional offices in key cities including Atlanta, Boston, Dallas, London, Los Angeles, São Paulo, Seattle, and Washington, DC, ensuring a broad geographical reach and expertise in the real estate market. As a Registered Investment Adviser, Clarion Partners is committed to delivering tailored investment strategies that align with the goals of its clients.

Cascade Bancorp operates as the bank holding company for Bank of the Cascades.

Higher One, established in 2000, offers technology and payment services tailored for higher education institutions and their students. The company specializes in efficient solutions for financial disbursements, encompassing student refunds, on-campus and community purchases, payroll and employee expenses, and the collection of payments from students, parents, and sponsors. By streamlining these processes, Higher One aims to enhance the financial experience within the education sector.

BakerCorp is a market leader in tank, pump, filtration and shoring equipment rentals. With operations in North America and Europe

The Ripon Cogeneration Facility, located near San Francisco in Ripon, California, has been in operation since 1988 and has a generation capacity of 51 megawatts. It has a power purchase agreement to 2018 with Pacific Gas & Electric Company, the principal utility operating subsidiary of PG&E Corp, the largest electric utility in California.

Telmar Network Technology is a global provider of telecommunications and networking solutions, specializing in the maintenance and expansion of communication networks for original equipment manufacturers (OEMs), service providers, and enterprises. With over 50 years of experience, the company offers a range of products and services, including wireline and wireless equipment, multi-vendor repair, spare parts management, and legacy product development. Telmar's subsidiary, TEL-NT, operates state-of-the-art repair facilities in Valinhos, Brazil, supporting carriers in Latin America and the Caribbean. The company distinguishes itself through its comprehensive multi-vendor repair capabilities, quick service delivery, and a commitment to quality and environmental responsibility. Headquartered in Plano, Texas, Telmar has a global presence with facilities across North America, Europe, Asia, and Central and Latin America, with several locations achieving TL 9000 certification.

DeepGreen Bank is a federal savings bank that offers online banking and financial services.

Maxxim Medical (www.maxximmedical.com) is a major diversified manufacturer, assembler and marketer of specialty medical and surgical products, including custom and standard procedure trays, single use drapes and gowns, medical and surgical gloves, vascular access and critical care products. Selling primarily to acute care hospitals, surgery centers and alternate care facilities, Maxxim has five plants in the United States and one in the Dominican Republic. U.S. plants are located in Athens, TX; Clearwater and Oldsmar, FL; Columbus, MS; and Honea Path, SC.

Collegiate Funding Services are vertically integrated education finance company that markets, originates, finances and services education loans. They market education loans primarily through direct-to-consumer programs, which involves marketing campaigns where we acquire customers through direct contact with their Company, including targeted direct mail, telemarketing and the Internet.

Studio Systems operates an online entertainment industry database and offers information services to the entertainment and media industries on a subscription basis. It offers Studio System, an online information system that allows retrieval of television and film information, including talent, representation, below and above the line credits, projects in various stages of development, contact information, box office, and ratings. The system also provides reports such as client rosters, literary sales, and location start/wrap dates. It offers its information system for international publicity, agency, production, film commission, studio, distributor, and third party vendor clients. It also offers ScriptLog, a script management system to manage the story department; and In Hollywood, which provides film industry professionals with information on films in development, relevant contact information, and the production scenes. In addition, it develops tools that facilitate entertainment companies to manage internal research. Based in Santa Monica, California, Studio Systems, Inc. operates as a subsidiary of The New York Times Company.