Private investment firm focused on acquisitions in the lower middle market.

Lafayette is located on 15 square miles in Contra Costa County, one of nine counties of the San Francisco Bay Area. The City was incorporated in 1968, although settlement of the area began in 1848. Lafayette is noted for its high quality of life with top rated schools, low crime rate, small town downtown, clean air, mild climate and oak tree-studded hills. Located between Berkeley and Walnut Creek, Lafayette has its own Bay Area Rapid Transit station (BART) and is only a 25 minute BART ride from San Francisco. Mission Statement: Lafayette was incorporated for the preservation and enhancement of the semi-rural character of the community. Lafayette shall endeavor to maintain the nature of the community by using a volunteer system of commissions and committees and a small staff whose number is consistent with the services provided. Limited services and a conservative fiscal policy are Lafayette’s practice.

PACIFIC OAK is a private investment firm based in the San Francisco Bay Area.

Keygent provides strategic and technical municipal advisory services to California school and community college districts. Our distinguishing characteristic is our rigorous quantitative approach, including financial modeling, interest rate analysis, and bond pricing expertise. Since 2008, our team has advised on over 600 financings totaling over $23 billion for California K-14 districts, including general obligation bonds, certificates of participation, refundings, special tax bonds, bond anticipation notes, tax and revenue anticipation notes, and leases. Additionally, Keygent serves as dissemination agent for continuing disclosure filings and CDIAC filings for K-14 districts Statewide.

■ Recruited to accounting team for high-net-worth family and related businesses. Responsible for consolidated financial statements, stock analysis reports, quarterly partnership distributions, income projections and cash flow summaries. ■ Processed high volume of transactions to facilitate daily operations of diverse business entities including multimillion-dollar stock portfolio. Monitored and approved all reconciliations/transactions completed by support team. ■ Worked with controller to prepare budgets for all business entities. Trained and mentored staff. ■ Prepared year end tax packs resulting saving the company money in tax preparation by including tax documents and prove out the numbers for the CPA.

Our mission is to build world-class companies by providing early-stage investment and operational guidance to distinctive entrepreneurs. We like to get involved early. We are usually the first institutional investor in a company, and our typical initial investment is from $500,000 to $4,000,000. We prefer to take a lead or co-lead position where we can have influence on the Board of Directors as well as outside this formal channel through direct ties to the leadership team.

Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Artiea Capital Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Montana Avenue Capital Partners (“MAC”) is a real estate investment, management and development company headquartered in Los Angeles, California. A acquires and manages real property investments on behalf of high-net-worth individuals, family offices and institutional investors; targeting attractive risk-adjusted returns.

With a healthy balance of caring and planning, we guide our clients to achieve more in life so they can make a greater impact on their families and communities Vance Wealth, Inc. (“Vance Wealth”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Vance Wealth and its representatives are properly licensed or exempt from licensure. Specialties: CERTIFIED FINANCIAL PLANNER™ Certified Divorce Financial Analyst ™ https://vancewealth.com/disclosures/

DAFNA Capital Management, LLC, a Los Angeles based SEC registered investment advisor, specializes in managing long/short portfolios of predominantly publicly traded biotechnology and medical device companies. Founded in 1999, for over 20 years we have funded the future of medicine and prudently manage the wealth entrusted with us by our investors.

The Sage Group is a value transformation company, assisting CEOs and their executive teams in creating and executing a Path to Value. The Sage Group excels in strategy and execution, ultimately ensuring market and sales acceleration, investor value, and operational excellence. The Sage Group also creates a platform for a leadership culture, working with the CEO and the Executive Management Team to leverage 'change' (resulting from technology, economic or market shifts) as a strategic weapon.

Lamia Financial Group, Inc., is a tax services firm with over 75 years combined experience. Our expertise is in individual, trust and business entity tax planning and preparation.