BSW Wealth Partners is an authentically independent financial advisory firm that helps Make Life Better, uses Business as a Force for Good, and is Built To Last. BSW is in a category of one. We have no competitors. We actually deliver what most firms emptily promise. We bring our clients much more than our credentials (CFA®, CFP®, JD, MBA, CAIA®, CDFA, RICP®, CSRIC™). We are Confidants, Connectors, and Innovators. We are fiercely loyal to our clients and always act in their best interests. One of our proudest accomplishments is the mosaic of talents we’ve brought together for our clients. We are proud of our industry-leading employee and client retention—a testament to our Make Life Better ethos. We are raising the bar for our entire industry. Like what you hear? Follow us here or give us a call. We’ll talk. Blog: https://bsw.com/blog/ Instagram: @bswwealthpartners https://www.cnbc.com/2020/12/16/when-it-comes-to-impact-investing-these-advisors-walk-the-talk.html DISCLAIMER: The information contained on this page is for informational purposes only. Please visit www.bsw.com for full disclaimer details.

Rubicon Technology Partners was established in 2012 as a lower-middle market private equity firm focused on partnering with founders and management teams of enterprise software companies to help grow and scale their businesses. We are a true partner to the companies we invest in using a collaborative engagement model as well as a direct and candid approach. Rubicon enables companies to adapt to the changing requirements of their businesses as they grow and scale using a proven set of proprietary processes, best practices and a portfolio-wide engagement model called RTP Change Management™. Our goal is for our companies to reach their full potential by leveraging our toolkit and the benefit of the collective experiences of other Rubicon portfolio companies through a collaborative portfolio platform. Rubicon focuses on control investments in platform enterprise software companies with annual recurring revenues between $15M – $75M and add-on enterprise software investments of all sizes. We target equity investments of $50M – $200M, invest in the same class of equity as management, and use conservative capital structures to create alignment and provide businesses with the flexibility to reach their growth potential.

Western Wealth Advisors LLC is a financial services company based out of Golden, Colorado, United States.

In an industry populated by financial executives and firms with a stock-picking mentality, Grey Mountain Partners stands alone as a private equity firm founded and organized around a single guiding principle: helping portfolio companies achieve operational excellence. As investors of private capital, we believe that consistent and superior returns can only be achieved by creating value through improved operations. We do not make large bets on a sector and then hope for the best. Nor do we craft complex balance sheet structures and extract gains through mere financial reshuffling. Instead, we focus on building value by helping each of our portfolio companies execute one simple overall strategy: surpass their competitors and better serve more customers. In general, we buy smaller middle market companies, add any missing critical resources, and then help our businesses formulate and execute realistic but fast-paced plans based on their strategic goals. In summary, Grey Mountain Partners is about doing this repeatedly, consistently and systematically.