Performance Equity Management (PEM), a Sagard partner, is comprised of the former General Motors in-house private equity group. The PEM team has allocated $30 billion to private equity since 1996, including 170 direct co-investments ($3.5 billion) and $7.5 billion to venture capital. Founded in 2005, based in Greenwich, CT PEM currently manages $8.7 billion in AUM. [email protected] Sagard, a global multi-strategy alternative asset management firm acquired a strategic stake in Performance Equity Management in 2024. The transaction combines PEM’s private equity fund of funds and co-investment expertise and strong investment track record with Sagard’s rapidly growing alternative investment offering and global network. https://www.sagard.com/

Founded in 2003, Energy Income Partners (EIP) was launched in Westport, CT to invest in non-cyclical energy infrastructure principally in the realm of publicly traded utility and pipeline companies. EIP’s long-only strategy seeks a sustained total return driven by yield and growth; we pick one stock at a time, and our holding periods are typically measured in years. Our active, engaged, and informed approach to management is differentiated by decades of direct industry experience, thought leadership, and constant dialog with portfolio companies, federal and state regulators & policymakers, and environmental advocates.

Gridiron Capital is an investment firm focused on partnering with founders, entrepreneurs, and management teams, and creating value by building middle-market companies into industry-leaders in branded consumer, B2B and B2C services, and niche industrial segments in the United States and Canada. We help transform growing companies by winning together through hard work, partnerships grounded in shared values and a unique culture that comes from hands-on experience building and running businesses. As a team led by former operators and entrepreneurs, we know what it takes to run successful businesses on a day-to-day basis.

Fairview curates dynamic relationships for institutional investors, providing unparalleled access across the most compelling segments of the private markets: venture capital, diverse and emerging managers, and co-investment.

Fermat Capital Management LLC is a company based out of United States.

New State Capital Partners is an entrepreneurial-minded private equity firm that invests in market-leading companies with up to $40M of EBITDA. We evaluate each company’s business and financial needs to create the structure that best fits the situation. We approach each potential investment as an opportunity to create a long lasting and valuable relationship, with a must-succeed attitude. Our business is based on a culture of high ethics and cooperation. Reach out at [email protected] if you'd like to learn more.

Coastal Bridge Advisors is a private wealth management firm designed to help you enjoy the rewards of your hard work, now and in the future. Our process is simple, comprehensive, and customized to your unique needs. We start by listening, working closely with you to help identify what you want, both financially and personally, today and in the future. Once we’ve helped you identify your goals, our team helps make sure you reach them. At every stage, we “Uncomplicate It”, which means taking the complex or potentially challenging parts of the financial management process and explaining them in simple, clear terms so that you can make an informed decision at every step in the process. We’ve learned that for most of our clients, the best way to do this is to start with our thorough and customized Planning Process. Once you’re happy that the Planning Process has covered everything you need, we work closely with you to agree on the ideal course of action. Going forward, every meeting is tailored to your individual preferences which sets the stage for your client service experience as well as our ongoing relationship with you. If you would like to discuss our process, we would be happy to speak with you.

Marblegate Asset Management is an alternative investment firm that invests in credit opportunities and special situations across a range of industries. Founded in 2008, Marblegate works closely with business partners to create value and drive positive business transformations for sustainable results. For more information, please visit www.marblegate.com.

Miller/Howard is an independent investment boutique managing dividend-focused investment strategies. ESG principles have been at the core of our investment process since the inception of our first strategy in 1991. Disclosures: http://www.mhinvest.com/mhi_risk_disclosure.html

Working with YHB, clients can expect well-informed and objective advice. Sensible, research-driven investment management and high-quality client service form the foundation on which we have earned our clients’ trust and loyalty. Our investment professionals focus on developing prudent strategies based on individual financial concerns and objectives. We derive great satisfaction from helping investors achieve their financial goals. Our team of experienced portfolio managers engages our clients in the process of investment planning. We take time to listen to and understand our clients’ investment goals. Our portfolio managers possess a wide breadth of experience. This professional depth lends insight and rigor to our investment process and decision making, which we consider an important advantage. Each manager works directly with a limited group of clients to develop strong relationships and deliver personalized service, customized portfolio management and sound advice. Managers may also work closely with clients’ other trusted advisors, such as accountants, attorneys, trustees and executors. Upon request, YHB can also guide clients on a variety of other important financial decisions, such as retirement or estate planning, saving for college or elder care, or a review of insurance policies or wills. These additional services are offered at no extra cost to clients.

Investing in corporate change is the cornerstone of Iridian’s mid-cap investment philosophy, where we focus on companies undergoing significant corporate change. Our team is dedicated to independent research, investment rigor and the mitigation of risk in the service of our clients and the assets they have entrusted to our care.

GREENROCK CORPORATION is a company based out of 200 LAKE ROAD, SLEEPY HOLLOW, New York, United States.