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.

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/

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.

Insigneo is a leading international wealth management firm offering a comprehensive menu of services and technology that empowers independent investment professionals to manage their clients around the world. Since 1985, Insigneo has been committed to delivering a simpler user experience and being a friendlier, more approachable investment firm. We promote a culture of shared values with intelligent controls, service excellence, and continuous innovation—like-minded individuals working as a team over a common goal: to empower the independent investment professional. At Insigneo, we see a growing trend shifting to the independent space. Going independent means true freedom and flexibility, where you can work from anywhere with less bureaucracy and better payouts while keeping the clients as yours. The independent model is not a coming attraction; it is a reality quickly gaining momentum. The Firm’s disclosures can be found at https://insigneo.com/disclosures

UTA provides payment solutions to many of the country's most prominent companies. Learn why UTA guarantees hundreds of millions of dollars in monthly transactions and is uniquely qualified to handle industries that require larger checks approved at the point of sale including the automotive, furniture, building material and heavy equipment industries. UTA provides a wide variety of custom alternatives enabling merchants to quickly and securely process payments. Customized payment gateways span from paper check processing to integrated electronic solutions. Learn about Check Guarantee Services, ACH Processing Services, Credit Card Merchant Services, Customized Online Bill Pay, Remote Deposit Capture with Guarantee, and Electronic Bill Payment and Presentment Services.

One Park Financial helps small business owners access working capital. Through our own direct experience, we understand the strengths and needs of entrepreneurs and owners of smaller businesses and the challenges they face when searching for funding options. We believe everyone deserves a chance to succeed and own their dreams – on their own terms. And we know that small and mid-sized businesses are critical to the well-being of their communities and the financial strength of our nation. Voted TOP WORKPLACE 2017, 2018, 2019, 2020, 2021 and 2022 in South FL!

At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life. Whether you want to help ensure you don’t outlive your income, or protect your growing business, we can help you achieve your long-term financial goals. _____ MassMutual refers to Massachusetts Mutual Life Insurance Company. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

Dawson James Securities specializes in capital raising for small and microcap public and private growth companies primarily in the Life Science/Health Care, Technology and Consumer sectors and is a full service investment banking firm with research, institutional and retail sales, as well as execution trading and corporate services. According to Sagient Research Systems*, Dawson James has been ranked as a top Placement Agent in terms of aggregate PIPE and RD transactions cumulatively since 2005. Dawson James utilizes a unique approach to financing using our "Diversified Investor Offering™" which blends investor interest using a combination of retail clients and institutional investors. Headquartered in Boca Raton, FL, Dawson James is privately held with offices in New York, Maryland, and New Jersey.

XBTO is an industry leader with one of the most-established track records in digital assets. XBTO has a rich history in the digital assets industry, growing into a formidable industry leader over the past 8 years. Today, XBTO offers a full suite of digital asset services, including custody, trading, asset management, and advisory. What sets XBTO apart is our unparalleled expertise in both traditional finance and digital assets, rooted in a deep commitment to risk management. This commitment is demonstrated by our ability to thrive in all market conditions, making XBTO a trusted partner in the digital assets industry. XBTO is licensed to conduct digital asset business by the Bermuda Monetary Authority and has a presence in 4 locations: Bermuda, Miami, New York and Paris.