Evensky & Katz / Foldes Wealth Management is a nationally respected wealth management firm with over 35 years of experience understanding and responding to our client's unique circumstances; from corporate executives to physicians and from retirees to Nobel Prize winners. Founded by renowned financial planning authority Harold Evensky, our firm adheres to his principles of client-focused educated financial advice.

ICV is a private equity firm that invests in lower middle market companies in North America through its offices in Miami, FL and Atlanta, GA. Our focus is on making equity investments in high-margin, market leading businesses in partnership with proven managers who want to grow and improve their company. We have made 30 investments and understand what it takes to build capabilities and to take a company to the next level of performance. Companies with revenues of $25 - $300 million are uniquely driven, entrepreneurial and focused. They face special challenges, often with limited resources. They can be more vulnerable to market fluctuations and face many obstacles in executing their plans. ICV looks at the problems confronting a company and the possible solutions through the lens of a supportive partner. Because we are passionate about helping to build and strengthen smaller, middle-market companies, we are focused on being supportive advisors to our management partners. We provide real support, both operational and financial, so our partner companies are better prepared to achieve their goals.

With offices in New York and Miami, WE Family Offices is an award-winning independent, family office firm serving single family offices and ultra-high net worth families. The firm addresses the real-life wealth challenges families face. WE works with each family to help create a unique wealth enterprise to manage their wealth as they would manage a well-run company, helping them to effectively manage, preserve and grow their wealth. WE is an independent advisory firm and is also one of just 30 firms listed on the Institute for the Fiduciary Standard’s Real Fiduciary™ Advisor Registry. To underscore their commitment to putting clients’ interests first, WE has become a Certified B Corporation, providing external validation of the firm’s commitment to balancing profit with purpose. WE Family Offices was most recently recognized for Outstanding Contribution to Wealth Management Thought Leadership by Family Wealth Report, and was listed among the Financial Times’ Top 300 Independent Advisors in the United States in 2019. As of June 30, 2019, WE now advises on approximately $8 billion and reports on an additional $1.3 billion for a total assets under advisement or reported of $9.3 billion, working with 72 families from all over the world. To enhance the services WE provides to global families, WE has formed an alliance with two international firms – Wren Investment Office in London and MdF Family Partners in Madrid. Learn more at www.wefamilyoffices.com. WE stands for Wealth Enterprise.

Kennedy Investments, Inc. is a boutique real estate investment company with a long history of success in Florida. The firm currently manages 1,000,000 square feet of real estate assets valued in excess of $150,000,000. We focus on value-added investments in commercial real estate throughout the Central and West coast of Florida. At Kennedy Investments, we firmly believe that there are opportunities to make sound, value driven investments at each turn in the market, and that Florida's current economic recovery presents such an opportunity.

BETA CAPITAL SECURITIES, LLC is an investment banking company based out of 777 BRICKELL AVE, Miami, Florida, United States.

Community Capital Management, LLC (CCM) is an investment adviser registered with the Securities and Exchange Commission. CCM was founded in 1998 and manages approximately $4.5 billion in assets. The firm's mission seeks to deliver superior risk-adjusted returns through investment strategies that contribute to positive environmental and social outcomes. For more information, please visit: www.ccminvests.com. A full list of regulatory disclosures for Community Capital Management, LLC are available by visiting: https://www.ccminvests.com/regulatory-disclosures/

Renewables | Sustainable Infrastructure | Private Equity | Private Debt

GFG Holdings is a diversified and integrated conglomerate of companies with vibrant operations in the United States and internationally across a wide range of sectors, including financial services and real estate. Our core business focus is to create real and tangible value for every client and investor across our extraordinary group of companies.

Hudson Capital Group LLC ("Hudson") began proprietary trading energy derivatives at the New York Mercantile Exchange ("NYMEX") in 1993. Today, this New York based firm has expanded its business to include NYMEX cleared over-the-counter ("OTC") risk management products under the name Hudson Capital Energy ("HCEnergy" or ("HCE"), a separate legal entity with offices in New York, Houston and Singapore. Hudson Capital has also developed a unique fund management business focused on energy and related commodities. This fund is open to qualified investors and institutions

Guzman & Company was founded in 1987 with a vision to integrate the most advanced execution technology with superior client services for seamless support of even the most complex, automated and high-volume electronic trading strategies. Today, Guzman & Company brings together our extensive expertise in investment technologies, liquidity sourcing and execution management, with global resources and entrepreneurial passion, to provide a unique set of offerings in a rapidly evolving, competitive marketplace. Through a combination of unique trading insight and technological innovation we have the ability to deliver fast, flexible, and customized offerings that can positively impact the efficiency and performance of our clients. We pride ourselves on building strong long-term relationships with our clients and proactively anticipating their needs. Guzman & Company is a member firm of the NYSE and provides top-ranked, agency-only program and block equity trading, fixed income trading, corporate share repurchase execution and analytics, and debt and equity underwriting to the nation’s leading investment managers, plan sponsors, financial institutions and corporations.

Anchored in Fort Lauderdale, Florida, Tobias Financial Advisors was an early advocate for fee-only financial planning services and continues that practice today. Since our establishment in 1980, we have grown into a team of professionals with years of experience in all aspects of wealth planning. We understand that our business is built on rapport and vetted experience which is why all our investment advisor representatives are required to hold the CERTIFIED FINANCIAL PLANNER™ designation. Convinced that commissions have no place in planning the futures of our clients, our financial advisors provide personalized wealth management to a select group of clients and keep in close touch throughout their journey.

Inspiring solutions for a better tomorrow drive the success of our group. We have established ourselves as an innovative private investor by placing people at the forefront. The drive towards "people empowerment" catapulted our expansion from niche investor to the global investment group we are today. From innovative software and semiconductor technologies to biotech therapeutics, people across the world - entrepreneurs, partners, customers and communities at large - experience our vision for a better tomorrow We have grown our portfolio of Bridgewest Group companies with smart, motivated people. Collaborative mentorship and capital infusion move the brightest entrepreneurs forward. Beginning with idea inception and all the way through exit, our seasoned team of operating partners and subject matter experts guide entrepreneurs to successful financial outcomes. As private investors, we are not beholden to other investors and artificial timeframes. This allows us to maximize outcomes for everyone based on merit instead of timeline adherence. Our robust eco-community facilitates functional support so CEOs can turn their ideas into prosperous companies. Those with vision, skill and determination enjoy long tenure with our teams. Nearly 100% of portfolio company CEOs stay on to form new ventures within the Bridgewest Group after successful exits. Learn more about our company through our showcase pages and our team.