Providence Equity Partners is a specialist private equity investment firm focused on growth-oriented media, communications, education, and technology companies across North America and Europe. Providence combines its partnership approach to investing with deep industry expertise to seek to help management teams build exceptional businesses and generate superior returns. Since its founding in 1989, Providence has invested over $36 billion across more than 175 private equity portfolio companies as of December 2023. With its headquarters in Providence, RI, the firm also has offices in New York, London, Boston and Atlanta.

Founded in 1986, Nautic Partners LLC is a middle-market private equity firm that has managed over $9.5 billion of equity capital spanning three decades. We have completed more than 150 transactions and partnered with a wide array of talented management teams. Nautic continues to actively seek new investment opportunities in the Healthcare, Industrials, and Services sectors. We typically deploy $50 million or more of equity for each new platform acquisition. In addition, many of our portfolio companies are eager to review potential add-on acquisitions. If you have new investment ideas, would like to learn more about our investment criteria, or would like to discuss potential add-on candidates for our portfolio companies, please contact: Jim Beakey Managing Director of Business Development 401-278-5678 [email protected] www.nautic.com www.linkedin.com/pub/jim-beakey/3/134/b4

Baldwin Brothers - The Evolution of Investment.

Corrigan Financial is an independent Wealth Management firm based in Rhode Island. We provide financial planning advice and investment management services to over 900 clients nationwide and have over $950,000,000 in A.U.M.. We are currently in our 34th year in business; we understand the importance of having a financial team you can trust—a team that not only helps manage your assets, but also provides you with a better understanding of your finances and guides you toward a more secure financial future.

http://www.FNCAdvisor.com First National Advisors is a full-service wealth management firm and Registered Investment Advisor (RIA) dedicated to helping small business owners, healthcare professionals, and affluent families address their complex financial planning needs. Based in Rockland, MA, just south of Boston, our clients have trusted us to provide the knowledge, experience, and insight to help them achieve their long-term financial goals in an increasingly complex economic environment. Committed to building lifelong client relationships, our goal is to serve as your trusted advisor and primary resource for financial advice, information, and services. We help create financial clarity and strategy, implement customized investment portfolios, and protect assets using carefully selected insurance and annuity products. We also offer our own alternative investment strategy, The Chapoquoit Managed Account, as well as planning for effective company-sponsored retirement plans, including 401(k), 403(b), and pensions. We invite you to contact us today at 781-878-7757 to learn more about First National Advisors and how we can help you achieve a stronger financial future. First National Advisors ("FNA"​) is a Registered Investment Advisor located in the State of Massachusetts. FNA provides investment advisory and related services for clients nationally. FNA will maintain all applicable registration and licenses as required by the various states in which FNA conducts business, as applicable. FNA renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

Michelle Fallon, MS, CFP®, Senior Financial Planner & Fixed Income SpecialistMichelle joined the Aequitas team in January of 2010.  She provides financial planning services to our clients as well as specializing in the areas of Medicare Planning, Social Security Claiming Strategies and Educational Goal Funding.  Prior to Aequitas, Michelle spent twenty years at Bear, Stearns & Co., Inc. working on the Fixed Income Trading Desk finishing her career as the Municipal Bond Coordinator for the Boston Office.    Michelle holds her Bachelor of Arts degree in Economics from the University of Vermont.  In 2014, Michelle earned her CERTIFIED FINANCIAL PLANNING TM designation.  In March of 2018, she completed her Master of Science degree in Personal Financial Planning from the College for Financial Planning.  Michelle’s professional affiliations include memberships in the National Organization of Professional Financial Advisors and the Financial Planning Association of Massachusetts.

Barrett & Company is a full service investment firm. The firm was founded in Rhode Island in 1928 and continues today to be managed by the same founding family. Barrett & Company proudly remains one of the oldest independent firms in the Country today. Our Philosophy~ We believe every successful investment portfolio is built on a foundation of solid, personalized financial advice and guidance. At Barrett & Company we apply this strategy in a twofold process; our consistent focus and support in assisting our clients create and maintain a clear financial strategy, along with applying an active opportunistic investing approach, utilizing a wide range of financial products, to provide our clients the opportunity to reach their unique goals. Our commitment to your financial success is why we have been in business for over 85 years... For more information and disclaimers, please visit us at: http://www.barrettandcompany.com

Kensington Capital Ventures is the investment arm of Kensington Capital Holdings, a single family office.

Barry Investment Advisors focuses on developing a partnership with you and your trusted advisors. Through collaboration, we customize planning and investment strategies that fit your life and help build a meaningful legacy. Our team has the honor and privilege of providing personalized financial planning to over 200 families, many of whom are the children or grandchildren of clients that date back to the early years of the firm. Visit www.BarryInvestmentAdvisors.com to learn more about our investment strategy and what makes the Barry experience so unique.

Bristol Wealth Group is an investment management company based out of 35 Broadway, Taunton, Massachusetts, United States.

For over a decade, SHP Financial has helped individuals and families plan for financial independence in retirement. As Investment Advisor Representatives we’re legally bound to work with the highest integrity and transparency and to always put your needs above all else. Investment Advisory Services are offered through SHP Wealth Management LLC., an SEC-registered investment advisor. Insurance sales are offered through SHP Financial, LLC. These are separate entities. This platform is solely for informational purposes. Advisory services are only offered to clients with an Advisory Services Agreement and proper disclosures delivered. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way.

Bowen partners with growth tech companies to drive value creation within the innovation economy. We provide M&A advisory, private capital and principal investment services. For more than two decades, our entrepreneurial focus, integrity and commitment to excellence have guided our strategic and client-centric advice. Our track record of exceptional transaction execution, deep industry knowledge and longstanding relationships set us apart.