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

Registered Investment Adviser

GOLDMAN LANCASTER, INC. is a financial services company based out of 301 E Ocean Blvd. Suite 1150, Long Beach, California, United States.

Asset Planning, Inc. (API) is a Fee-Only registered investment advisor (RIA) located in Orange County, CA. API takes a team approach to your investment, financial planning, and tax advice needs, combining the expertise of Certified Financial Planners with CPAs. Founder of Asset Planning listed in Forbes Top 1,000 Women Wealth Advisors, 2020. Visit our Website: www.AssetPlanningInc.com Email Us: [email protected] Follow us online: Instagram: @AssetPlanning Facebook: Asset Planning, Inc.

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.

We are a boutique broker-dealer that services independent registered representatives and registered investment advisors with branch locations throughout the country. Client assets are held through Pershing LLC as custodian, a leader in the global financial industry, based in Jersey City, New Jersey. Member FINRA/SIPC

■ 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/