Choose Wisely™ - that's Ativo's approach. Ativo Capital Management is an independent Registered Investment Advisor that seeks to wisely choose each portfolio security to deliver portfolio growth. Our approach is based on rigorously applying discounted cash flow return on investment methodologies ("DCFROI") to the management of equity portfolios. Ativo is a Portuguese word that means both "active" and "assets" - together they illustrate our approach to the management of equity portfolios. Ativo develops portfolios based on a history of quantitative securities research covering nearly four decades that is the basis for a stable and consistent investment philosophy. We start with sound financial theory. We apply this theory to real-time experiments in actual markets to develop investment rules that transcend specific market conditions. Consistently applied, these rules pick the stocks for our portfolios. We combine cutting-edge financial theory and clear objectives that are integrated into quantitative models that drive portfolio composition. The results are impressive and are consistent over time. Ativo offers portfolio management services to individuals, pension plans, endowments, foundations, corporations and pooled investment vehicles.

Urban Financial Advisory Corporation (UFAC), founded in 1990, is an independent financial planning and investment advisory firm located in Chicago, Illinois. UFAC’s clients are generally mid to high net worth individuals seeking financial planning and investment advice from an objective, unaffiliated service. The firm services clients located across the United States as well as several residing overseas. UFAC offers its clients a comprehensive array of planning services including financial planning, tax planning and compliance services, and estate and trust planning and administration. The firm also provides its clients objective investment advisory services. UFAC does not sell insurance or annuities, nor does it receive any commission or load on any investment product. All services are rendered on an unbundled, fee-only basis to ensure objectivity and neutrality in delivery. This means the client pays only for planning and advisory services required. Financial planning services are not rendered for “free” in hopes the firm will be retained for investment advisory services. Further, investment advisory fees are priced to efficiently cover their costs of delivery and not to subsidize marketing efforts or planning services to others.

At True Blue Financial we specialize in strategies for retirement, wealth management, and customized financial planning. We make the complex simple, strive to deliver exceptional service, and always put our clients’ needs above all else. First and foremost, we value relationships and open communication. Independence at True Blue Financial translates to more freedom of product choice, more quality service, more regulatory expertise, and more technology capabilities. We seek to fulfill your needs with personalized options from a wide range of the nation's top providers of: Mutual funds Comprehensive asset management accounts Variable and fixed annuities Individual stocks and bonds Estate, college, business, tax and retirement planning Domestic and foreign securities Alternative investments Insurance Trust Services Trust, honesty, integrity, is what matters most and is the basis of our name - True Blue. Securities offered through LPL Financial. Member FINRA & SIPC. Investment advice offered through True Blue Financial, a registered investment advisor and separate entity from LPL Financial.

LORELEI PARTNERS LLC is an investment banking company based out of 1780 GREEN BAY RD, Highland Park, Illinois, United States.

New England Research & Management, Inc. is a personalized, long-term investment management and fiduciary services firm with offices in Boston and Chicago. At NERM, we are focused on building strong, lasting relationships with our clients and enhancing the performance of their assets over the long haul. We take pride in providing financial comfort to individuals, families, and firms across the country and around the world.

Multi-state, privately held company with divisions in long term care, real estate, and software industries. $120,000,000 in revenue*Preparation of consolidated financial statement, including cash flows, equity statements per owner, intra-company & inter-company eliminations, discontinuing operations, and owner's personal compilation directly reporting to upper-level management *Integrity checks on submitted financial statements from controllers*Year-end internal audit work-papers and direct work with outside audit firm*Preparation of daily cash sheets of all entities with summaries of direct daily operations and investing. *Monitored all multi-companies' cash needs and completing working capital loan transfers *Direct bank contact and performed necessary free form, ACH transactions, sweeps for subsidiary to corporate and overnight investments*Responsible for coordinating & implementing during downsizing of corporate office with system change from AS400 environment to a Novell Network. Additionally, monitored the operation of the network, software additions & updates and staff training.*various finanacial analysis, internal audit projects, & support staff for due-diligence for acquisitions*Sales tax set-up and compliance in all 50 states

Grey Epoch Europe is part of the Grey Epoch Group which also includes Chicago-based Grey Epoch Trading. The group brings a combined 140 years of experience in energy markets and financial services. Grey Epoch Europe prides itself in providing its customers with access to UK and EU Emission Trading Scheme (ETS) procurement and risk management solutions that can be implemented by its partner, Grey Epoch Trading. The traders at Grey Epoch Trading have been active in the EU and UK ETS since its inception and have traded together for over a decade. Grey Epoch Trading has been the number 1 liquidity provider in cleared emissions options for 2022 and the nine preceding years on the ICE Exchange. Grey Epoch Trading was also involved in the first cleared emission allowance option trade in the UK ETS, making it a leader in this sector. In 2023, Grey Epoch was named Liquidity Provider of the Year in the Energy Risk Awards and voted as the top UK ETS Dealer and second in EU ETS Dealer of the Year in the Energy Risk Commodity Rankings. Contact Grey Epoch Europe at [email protected] to find out how we can help you navigate the emissions landscape.

Benford Capital Partners is a Chicago-based private equity investment firm focused on leveraged buyouts and recapitalizations of lower middle market companies. The BCP team has over 80 years of combined experience buying and scaling businesses. The BCP Team is a group of committed investment and operating professionals with significant experience acquiring, building, and operating lower middle market companies. The team utilizes its collective experience, background, knowledge base, and networks to help each portfolio company achieve long-term success. BCP partners with founders, family owners and managers to grow smaller companies over time. As engaged stewards and partners, we seek to build businesses and invest in people while preserving each company’s legacy and culture. We pride ourselves in being straightforward, consistent, forthright and partnership oriented. We strongly believe in a collaborative approach to building long-term value, with day-to-day decisions left to management. Toward that end, we take an active role at the Board of Directors level, focusing on growth opportunities, acquisitions, recruiting, strategy and financing. In situations involving Owner/Operator transitions, we often will draw upon our relationships with experienced outside managers seeking to take an active full-time role in a company. Our investment time horizon is flexible and aligned with management’s goals over shorter or longer time-frames. We believe in long-term value creation and have longer average investment periods.

We are a private equity group specializing in identifying and executing sound investments in light manufacturing, fabrication, distribution and commercial services. Unlike many other private equity firms our size, we deliver unique access to an extensive and diverse range of capital funds as well as over 60 years hands-on business experience building and growing businesses on both a regional and national level. The Hoosier Investments mission is simple: We partner with mid-market companies seeking investment and leverage their strengths by collaborating and providing strategic support. The result is maximum company growth and long term value. Simply put, we understand middle market businesses. When considering a partnership, we utilize both our industry and investment expertise to thoroughly understand a business and their management team. While we have a range of investments across the United States, we are particularly focused on partnering with Midwestern based, established mid-market businesses and management teams looking to optimize their growth potential.

With over 20 years of experience, MBL Financial is a financial services firm in Midtown Manhattan that strives to create a sounder future for our clients. Working with individuals and companies across all industries, MBL provides holistic financial planning advice and services to address our client’s needs at all stages of life. We cover equity & income markets, alternative & structured products, financial planning, employer sponsored retirement plans, annuities, and all insurance lines across various states.

We offer solutions for successful professionals to capture your stellar earnings, build durable wealth, and enable you to live your definition of success through Cogent’s Design | Build | Protect Life on Your Terms strategic approach. You are a fast-paced, ambitious individual with the financial success to prove it. As a high achiever, your days are full, your mind is occupied, and your time is often limited. But you long to have a plan to eventually transition into the lifestyle you truly want. You define success. We help you achieve it. Our Life on Your Terms strategic approach helps you: • Make intelligent decisions with your money. • Mitigate both income and estate taxes. • Protect your goals with the proper insurance. • Shield your assets from unjust takings. • Take care of your heirs while defining your legacy. • If you are charitable, magnify your gifts and make them even more impactful. Tailored Financial Planning: We believe you deserve a plan customized to your specific goals, values and needs. Success is defined differently by each person, and we believe your financial plan should reflect that. Our team listens to what you want to accomplish and seeks out the right strategies to help you accomplish your goals. Evidence-Based Investment Management: Your portfolio is no doubt an important driver of your overall financial plan. In response, we start and end with evidence. Our approach is guided by more than 60 years of objective, peer-reviewed research on how markets work. The strategies in your investment plan are risk-optimized, cost-effective and tax-efficient to enhance your odds of living the life you've imagined. Don’t leave your financial future to chance. Start today. 1. Schedule an intro phone call with us. 2. Meet us online or in-person to create a plan tailored to you. 3. Follow your plan, while we continuously monitor and adjust, to keep you on track. Schedule your call today: 312-382-8388x3

With over 20 years of experience, MBL Financial is a financial services firm in Midtown Manhattan that strives to create a sounder future for our clients. Working with individuals and companies across all industries, MBL provides holistic financial planning advice and services to address our client’s needs at all stages of life. We cover equity & income markets, alternative & structured products, financial planning, employer sponsored retirement plans, annuities, and all insurance lines across various states.