Monticello Associates is an independent asset management consulting firm providing non-discretionary investment advisory services to foundations, endowments and family offices. The firm is headquartered in Denver, CO with additional offices in Cleveland, OH and Boston, MA.

Marsico Capital Management is a Denver, Colorado-based investment management firm founded in 1997 by Thomas F. Marsico. The firm manages assets for mutual funds, insurance funds, corporate retirement plans, endowments, foundations, family offices, separately managed wrap programs, and other clients. For over 17 years, Marsico's singular active investment approach has provided the foundation for building and managing concentrated domestic, international, and global growth equity portfolios. By following a disciplined approach that combines both top-down macroeconomic analysis and bottom-up stock selection, we are able to help our investors achieve their long-term goals. More about our company can be found at www.marsicocapital.com.

We partner with founders to achieve transformational growth — scaling and expanding capabilities, services, technologies and geographies to create more value for the end customer. Mountaingate has been recognized repeatedly as a top founder-friendly private equity firm.

World-class research doesn't make compromises, so BiOptix exists to make superior label-free detection technologies more accessible to researchers worldwide. BiOptix has developed a new class of analytical biosensor instrumentation utilizing a patented high-throughput label-free technology known as ESPR – Enhanced Surface Plasmon Resonance - which was developed by BiOptix in conjunction with Dr. John ‘Jan’ Hall, Professor Adjunct of Physics at the University of Colorado, who was awarded the Nobel Prize for Physics in 2005. Our flagship ESPR product is the 404pi, a groundbreaking SPR instrument providing scientists that require label-free, real-time detection of biomolecular interactions with an extremely high sensitivity, low noise instrument at a price point that is hundreds of thousands of dollars less than systems with equivalent performance. The 404pi concurrently offers industry-leading reliability, easy to use software for experimental design and instrument control, greater experimental flexibility, and far lower operating costs than competing instruments. BiOptix instrumentation allows researchers to study almost any biomolecular interaction in a label-free manner, including protein-protein interaction, protein-small molecule interaction, antibody-antigen interactions, and much more. Further applications include include kinetic rate determination, fragment screening, epitope mapping and affinity measurement. For more information, please visit our website at www.bioptix.com

Consolidated Investment Group, an entrpreneurial investment management company specializing in private equity, capital markets, real estate, and philanthropy. CIG's mission is to preserve and grow our shareholders’ capital for current and future generations and support their philanthropic endeavors. We accomplish this through innovative processes and our results-oriented team. We are committed to an environment founded on high ethical standards that puts its people first, fosters collaboration, and inspires dedication.

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.

Founded in 2006 and based in Denver, CO, Platte River Equity is a private equity firm focused on investments in established lower middle market operating companies in targeted industrial sectors where it has substantial operating and investing experience. Platte River utilizes conservative capital structures in order to invest in future growth opportunities and withstand changing economic environments. The firm also provides significant on-going support to its portfolio companies through dedicated resources across functional areas. The firm has raised funds with committed capital in excess of $1.3 billion and is currently investing out of its $625 million fourth fund. Platte River's employees are the largest collective investor across its funds, deeply aligning the firm with its investors and portfolio company management teams.

Continuum Partners, LLC—continuumpartners.com—is a Denver-based real estate development and investment management company founded in 1997. Since its inception, Continuum has established itself as a national leader in large-scale, mixed-use projects and is known for its capacity to handle complex redevelopments with several multi-hundred million dollar high-profile projects under its belt. Continuum’s portfolio spans a broad range including the Union Station Transportation Center and Neighborhood in Downtown Denver; Belmar, a $750 million mixed-use precinct in Lakewood; 9+Co, a 26-acre redevelopment of the former University of Colorado Health Sciences Center; and Market Station, the 2-acre redevelopment of the former RTD bus station in the heart of downtown Denver, transformed into a 370,000 square foot mixed-use development with innovative retail, mixed-income housing and community spaces. Continuum has a second office in Los Angeles, developing projects like ProduceLA, a 116,000 square foot creative office space in the Los Angeles Arts District; Fourth & Central, a $2 billion redevelopment of the 2-acre LA Cold Storage site; and three additional mixed-use sites underway in Downtown Los Angeles. Continuum’s projects are noted for their enduring, high-quality urban design and commitment to sustainability and thriving human habitat.

Excellere Partners is a Denver-based private equity investment firm, specializing in partnering with entrepreneurs and management teams - building enduring value with a spirit of partnership and excellence. With $2.3 billion of committed capital across its four funds, Excellere Partners employs a proven research-driven, top-down investment strategy, and supports its entrepreneurs and management teams with a proprietary value creation process designed to enhance corporate and operational infrastructure for scalability and growth. Excellere's investments are focused on emerging companies positioned to benefit from industry consolidation and favorable macro-economic and demographic trends. The Firm's targeted industry sectors include: Healthcare; Industrial Growth; and Business Services.

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.

Class VI Partners provides investment banking and financial advisory services to middle-market businesses and entrepreneurs in Colorado and across the United States. The principals of Class VI Partners have completed hundreds of middle-market transactions and strategic advisory engagements, and by using a disciplined process and extensive research, Class VI Partners is able to provide you with the experience and judgment necessary to complete your transaction. https://www.classvipartners.com/disclosures/