CREA, LLC specializes in low-income housing tax credits, forming long-term relationships with investors and developers that cultivate success and improve lives. Since inception, CREA has raised over $9.88 billion in equity and has properties under management in 48 states, D.C. and one U.S. territory. CREA is headquartered in Indianapolis, with offices in Austin, Boston, Chicago, New York, Portland, San Diego and Sarasota.

Centerfield is a leading provider of junior capital to lower middle market companies. We work closely with financial sponsors (funded and independent), management teams, and business owners who seek subordinated debt and equity financing to build companies and create value. The capital we provide is used to finance change of control transactions, recapitalizations, add-on acquisitions, or growth initiatives. Centerfield is investing from our fifth fund totaling $400 million. INVESTMENT CRITERIA - $15M to $100M revenue - $3M to $15M EBITDA - $7M to $25M investment size - Located in US INDUSTRY EXPERIENCE - Business Services - Consumer Products - Healthcare Services - Manufacturing - Value-Added Distribution To learn more or discuss a new investment opportunity, please contact: Troy Clark - [email protected] Tye Stebbins - [email protected]

Moving forward together. HKW is evolving with clarity and purpose while honoring the vision of the firm’s founders and our 100 plus year history. We focus on specific sectors in which we can utilize our skills and perspective, leveraging technology as part of a data-driven methodology to power our “Four Pillar” structure. HKW has developed processes that support our strategy to find, create, and sustain value in our companies while trusting and appreciating that our approach is what sets us apart. At HKW, our approach is simple, we believe personal interaction and mutual respect are the foundation for lasting relationships. We do what we say we are going to do, rolling up our sleeves and doing the hard work necessary to get the job done. This philosophy has been at our core throughout the firm’s history, and we intend to keep it that way. Four Pillars of Success: The Four Pillar approach is an organizational structure of how we operate our private equity firm today. This structure affects how we: 1. Identify opportunities through our deal-sourcing model. 2. Assess opportunities and manage risk utilizing our proprietary rate360™ methodology. 3. Collaborate with companies to execute fundamental operational initiatives. 4. Consider exit strategies beginning the day the deal closes. FAST FACTS Sectors: Health & Wellness / Business Services • Control equity buyouts of growth-oriented companies in the US and Canada • EBITDA $5-30mm • 1,000+ Annual deal review target Sector: Technology • Buyouts and special situation investments in software and other technology companies • $10mm Recurring Revenue

• Delivered a comprehensive written and oral report on cryptocurrency investments • Assisted with manager database construction and population • Aided the Investment Committee in updating their quarterly reporting materials • Cooperated with other employees to update client profiles and audit the investment committee record

OUR MISSION to mobilize people, ideas and investments to make this a community where all individuals have equitable opportunity to reach their full potential—no matter place, race or identity. A CATALYST FOR CHANGE As the steward of over $925 million in charitable assets, we connect our fundholders with causes they care about, serving as a catalyst for community change. We also make smart, strategic investments in Central Indiana by granting funds to the area’s most effective not-for-profits. Additionally, we provide leadership by convening strategic partners and investing in important causes and initiatives in both Marion and Hamilton counties. Marion County: family stabilization, economic mobility, criminal justice reform, neighborhood empowerment and placemaking, and dismantling systemic racism. Hamilton County: mental health, family and youth empowerment, and inclusive economic growth. Through these initiatives and various partnerships, we are helping to make Central Indiana a place where all individuals can reach their full potential, no matter place, race or identity. OUR HISTORY When The Indianapolis Foundation was founded in 1916 as one of the first community foundations in the country, its purpose was to improve the quality of life in Marion County by providing help where the needs were the greatest and the benefits were most extensive. Today, it continues that work as one of two affiliates of Central Indiana Community Foundation (CICF). CICF was formed in 1997 when The Indianapolis Foundation partnered with Hamilton County Community Foundation—then known as Legacy Fund. While each foundation still supports its own communities, each one also benefits from the strategic partnerships and resources that come with being part of a regional foundation. Today, CICF stands as Central Indiana’s premier provider of philanthropic services to local philanthropists. And it is primed to make a major impact in Central Indiana in the 21st century and beyond.

Storen Financial is an established independent investment and accounting firm in the Indianapolis area, headquartered in Zionsville, serving clients in 43 states. A local institution for over 50 years with a focus on team, family, and community involvement, we pride ourselves on forward thinking innovations and dedicated customer service. We offer year-round, comprehensive options that implement tax-saving strategies to help individual and business clients pursue financial goals. Professionals associated with Storen Financial may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and offer investment advice through Brass Tax Wealth Management, a registered investment advisor; or (2) solely tax professionals of Storen Tax & Financial Group Inc., and not affiliated with LPL Financial. Tax/accounting/CPA related services offered through Storen Tax & Financial Group Inc. DBA Storen Financial. Storen Tax & Financial Group Inc. is separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax/accounting/CPA related services.

We co-create Advantaged Startups to solve compelling problems.

All Type of Roofing and Sheet Metal Work. Check out the Horning Roofing website. www.horningroofing.com

Our goal is make a positive difference in our client's futures by guiding them throughout their financial journey and provide advice that helps create financial confidence. We seek to provide great client service that develops long-term relationships with clients who trust us because we act with integrity and are dedicated to helping them as they pursue their goals of total wealth care. We serve families and small business owners who want to achieve financial freedom but are unsure how to get there. We believe financial confidence is best achieved through strategic money management, not a buy and hold strategy, with ongoing tax and estate planning to protect your family and maximize cash flow. Securities and advisory services offered through Cetera Advisor Networks LLC, Member FINRA/SIPC (www.finra.org and www.sipc.org). Investment advisory services also offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks or CWM, LLC and have not been reviewed by Cetera Advisor Networks or CWM, LLC as to accuracy or completeness. FINRA: https://www.finra.org/ SIPC: https://www.sipc.org/

*specialized knowledge in lifestyle continuation strategies for today's retirees *develops and manages innovative investment and retirement plans for a more efficient financial outlook*investment advise and management tailored for today's young families and professionals *college planning for children and grandchildren*manages the social networking for RDW Financial Group*speaks regularly at both private and community events on topics such as Social Security benefits planning, High Net-worth investment strategies for the everyday investor, estate planning, retirement planning.*In-depth knowledge of both federal and state employee retirement benefits and retirement planning.

Engage in project management in the realm of account openings and claims, processing of contributions and distributions, account updates, etc, while handling multiple initiatives at once with prioritization, organization, calm, confidentiality, and attention to detail. Deliver polished and professional communication of all kinds – in person; over the phone; and in writing, via letter, reports, emails, texts, etc. Schedule and coordinate meeting, appointments, and travel arrangements. Highly skilled in the use of Microsoft Office, CRMs, office management software, as well as finance specific programs and platforms daily.

• Organized client data and had weekly discussions with clients regarding their portfolios • Analyzed daily and historical financial performances of fifty various companies’ stocks• Participated in weekly committee investment meetings focused on portfolio performance and analyses of the market