Polen Capital is a global leader in quality growth and high yield investing. For over 30 years we have demonstrated an unwavering commitment to our clients, community and each other. We deliver distinctive growth and income solutions, building high conviction concentrated, competitively advantaged, active portfolios with the potential to compound and outperform over the long-term. We have a culture of results, and a belief in going beyond what’s expected for our clients and the communities we serve. Polen Capital was named by Pensions & Investments as a “Best Places to Work in Money Management” each year for the past seven years.

AVM, L.P. is an investment banking company based out of 777 YAMATO RD, Boca Raton, Florida, United States.

FMSbonds, Inc., founded in 1978, is headquartered in Boca Raton, Florida, with other offices in North Miami Beach, Denver, Greenwich, Charlotte and Dallas.

EFG Capital International Corp. provides a wide variety of investment advisory, portfolio management and brokerage services, designed to provide a comprehensive array of investment alternatives tailored to the investor's specific needs and risk profiles. We are also part of the strong and long-standing regional network of EFG International ("EFGI"​). Our team of dedicated investment professionals consists of client relationship officers, portfolio managers, chartered financial analysts and investment adviser representatives who understand investor requirements and market characteristics. Just as importantly, our advice is global in scope. As such, we are able to provide regional services while tapping market opportunities in Europe, North America, Asia and other key financial regions.

Founded in 1980, Ned Davis Research Group is an independent investment research firm with over 1,100 institutional clients in over three dozen countries. With a range of products and services utilizing a 360 degree methodology, we deliver award-winning solutions to the world's leading investment management companies. Our clients include professionals from global investment firms, banks, insurance companies, mutual funds, hedge funds, pension and endowment funds, and registered investment advisors. At Ned Davis Research, we believe that successful investing is grounded in having the right perspectives. Generating alpha requires identifying potential upside as well as possible pitfalls. To do this, you need a clear view of the whole investment picture. Actionable ideas meet balanced, strategic insights through our 360 degree research methodology. Our approach offers a more complete investment picture by combining both fundamental and technical research. Fundamentals tell us how markets should be acting while technical reveal how markets are acting. Truly insightful and timely ideas demand a balance between the two disciplines.

• Configured 40+ workstations on new office network in support of the company’s move • Resolved all employee set up and technical issues during the transition process

Headquartered in Coral Gables, Florida and founded in 1981, Trivest is one of the oldest private investment firms in the Southeastern U.S. For more than 40 years, Trivest has invested exclusively in founder-led and family-owned businesses in the lower middle market, completing over 500 investments that total nearly $8 billion in value. Current AUM is approximately $5.5 billion. While private equity plays a critical role in the global M&A marketplace, our industry often has a negative perception in the minds of founders. Unfortunately, sometimes this perception is reality. As a result, we have built our entire business around providing ownership transitions specifically designed to fit the needs of founders, entrepreneurs, and family businesses; and Trivest works hard to ensure their ideals and philosophies are not compromised. The Trivest Promise: Our company-first approach brings highly differentiated and flexible options to business owners. We provide a fair, transparent process that eliminates the usual pain points that arise when dealing with private equity firms and strategic acquirers. We call this "Just Say No!" As a testament to our relationship focus, more than 50 founders who have previously partnered with Trivest have invested their own capital in our funds. Trivest has four distinct investment approaches. Trivest Recognition Fund ($1.3 billion) and Trivest Mid-Market Fund VII ($950 million) for control investments; our dedicated non-control fund, Trivest Growth Investment Fund II (TGIF), with $435 million of committed capital, provides minority growth equity (10-49% stakes) to fast-growing businesses; and Trivest Discovery Fund II is a $600 million fund supporting small, profitable companies in highly-fragmented industries. Trivest is well positioned to partner with your business for its next stage of growth and development. Reach us at 305-858-2200 or [email protected] with investment opportunities.

GQG Partners is an investment boutique that manages global and emerging market equities for institutions, advisors, and individuals worldwide. GQG Partners manages US$142 billion in client assets as of April 30, 2024. Investment performance is our passion. As a global investment management firm, we have created an environment that we believe fosters a culture of performance excellence and innovation. GQG Partners’ culture and values are based upon the desire to create long-term alignment with our clients through being co-investors in our strategies and business. Reflecting this principle, our co-founders have the majority of their net wealth invested in GQG and our investment strategies alongside our clients. As Chairman and Chief Investment Officer, Rajiv Jain, puts it: “Managing money for our clients is an honor and a privilege. That responsibility fuels us every day to determine how we can do a better job for our clients.” GQG is registered as an investment adviser with the U.S. Securities and Exchange Commission. Please see GQG’s Form ADV Part 2, which is available upon request, for more information about GQG. GQG Partners LLC is a wholly owned subsidiary of GQG Partners Inc., a majority employee-owned Delaware corporation that is listed on the Australian Securities Exchange (ASX:GQG). --------------- Any account or fund advised by GQG Partners involves significant risks and is appropriate only for those persons who can bear the economic risk of the complete loss of their investment. Past performance may not be indicative of future results. GQG Partners may only transact business or render personalized investment advice in those states and international jurisdictions in which it has complied with registration or legal notice requirements, or is exempted from them. This profile is strictly for distribution of information about products and services. Please review and follow our Social Media Site Use Policy: https://gqg.com/social-media-policy/

WallachBeth Capital is a leading provider of institutional execution services, providing clients with unconflicted advice and intelligent trading solutions. We employ a comprehensive process for developing and implementing sophisticated trading strategies, leveraging a combination of deep product knowledge, extensive market insight, and a consultative approach. Operating on a fully disclosed, agency-only basis, we are committed to facilitating all client needs with transparency and integrity.

Sun Capital Partners, Inc. is a global private equity firm that focuses on partnering with outstanding management teams to accelerate value creation. Since 1995, Sun Capital has invested in more than 500 companies worldwide with revenues in excess of $50 billion across a broad range of industries and transaction structures. The Firm has built a reputation as a trusted partner, recognized for its operational experience. Sun Capital focuses on defensible businesses in growing markets with tangible performance improvement opportunities in the Business and Consumer Services, Healthcare, Industrial, and Technology sectors. The Firm has offices in Boca Raton, Los Angeles and New York, and an affiliate with offices in London.

PennantPark offers investors selectively designed exposure to middle market credit. Our expertise is affirmed by our track record and forged by productive, principled relationships with renowned middle market private equity sponsors. Getting to know us is a winning proposition. Founded in 2007, PennantPark today manages approximately $7.0 billion across publicly-listed business development companies (PennantPark Investment Corporation - "PNNT"; PennantPark Floating Rate Capital Ltd. - “PFLT”), private vehicles for institutional limited partners (including the PennantPark Credit Opportunities Fund II, LP - "PCOF II", the PennantPark Credit Opportunities Fund III, LP - "PCOF III", the PennantPark Credit Opportunities Fund IV, LP - "PCOF IV", PennantPark Senior Credit Fund “PSCF”, PennantPark Senior Credit Fund Levered “PSCF-Lev”, multiple managed accounts, co-investment vehicles), and CLOs (PennantPark CLO I - CLO VII Ltd. ). Led by founder Arthur Penn, PennantPark's senior team has deep individual experience and a long history of working together. From inception to December 31, 2023, they have invested over $19.5 billion into 680+ transactions across a range of industries including Government Services, Healthcare, Software / Technology, Consumer, and Business Services.

ViewTrade is the force that powers fintech and cross-border investing for financial services firms throughout the world. We provide the technology, support and brokerage services that business innovators need to quickly launch or enhance a retail investing experience. Over the past 20+ years, our approach has helped 300+ firms – from technology startups to large banks, brokers and advisors – create the differentiating investment experiences their customers demand. With clients in over 20 countries and a team that brings decades of experience and understanding of brokerage technology and services, we help our business clients deliver the investment access and financial solutions they require. ViewTrade Holding Corporation (“ViewTrade”) is the parent company of Orbis Systems Inc and ViewTrade Securities Inc, each wholly owned subsidiaries of ViewTrade.