Lovell Minnick Partners (“LMP”) invests in growth-oriented companies. We partner with founders and leadership teams to accelerate value creation through organic growth and strategic acquisitions, positioning their businesses for long-term, sustainable success. We leverage our deep sector experience and broad network of strategic advisors to identify and execute multiple strategic levers to drive transformational growth. Since our inception in 1999, we have raised approximately $4.75 billion of committed capital, invested in over 50 companies and completed over 175 add-on acquisitions. LMP targets growth-oriented, middle-market companies in the financial services, financial technology and business services sectors. To learn more about our partnership approach, sector expertise, investment criteria and experienced team, please visit our website at www.LMPartners.com.

Copeland Capital Management is a 100% employee owned firm specializing in Dividend Growth Investing. We offer U.S., International, and Global strategies across all capitalization ranges. We manage portfolios for some of the largest corporate, state, municipal, and Taft Hartley pension plans as well as for many religious endowments, charitable foundations, and health care institutions. Our strategies are also available on many of the industry's leading wealth management and private bank platforms. We offer our strategies in multiple vehicle types such as separate accounts, UMA model delivery, mutual funds, and private funds. For more information about our firm please contact us at (877) 727-9106 or visit our website at www.copelandcapital.com Follow us @ www.copelandcapital.com

Franklin Park is an independent, employee-owned global private markets advisory firm headquartered in suburban Philadelphia, Pennsylvania. We offer customized private investment management solutions for institutional investors in the private equity and debt asset classes.

CAXTON ALTERNATIVE MANAGEMENT LP is an investment banking company based out of 731 ALEXANDER RD, Princeton, New Jersey, United States.

www.millcreekcap.com Mill Creek Capital Advisors, LLC (MCCA) brings a new perspective to money management. It is the perspective of an independent organization that delivers completely objective, conflict-free investment advice to clients. MCCA is an independent Registered Investment Adviser serving multi-million dollar family groups, pension funds, endowments, foundations, and other institutions as their Dedicated Investment Office. MCCA is not affiliated with any banking, investment management, brokerage, consulting, or other such institution. The five core values on which we were founded – the MCCA Commitment – reflect our passion for providing unbiased independent investment advice. When it comes to managing assets, MCCA’s role – indeed the sole source of our revenues – is to provide clients with our informed investment opinions and to represent their best interests.The substantial real world experience of the MCCA team allows our firm to effectively and efficiently navigate the complex landscape of investment management for wealthy family groups and institutional clients.

We are committed to helping our clients in their desire to achieve peace of mind by serving them with the highest level of integrity, ensuring that their business and personal affairs are in order, and helping them create a lasting legacy that embraces their value system, love of family, and commitment to their community. Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer Member FINRA/SIPC. Investment Advisory Services offered through Legacy Advisors, LLC, which is independently owned and operated. • Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/ Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. • This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. • The testimonials/ recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.

Since 1986, Mount Lucas Management has provided innovative investments to institutional and high-net-worth investors. We offer clients a range of investment products that include actively managed strategies and proprietary passive indices. Our long-term tenure in the investment industry attests to our commitment to diversification, liquidity, risk management, and transparency. Mount Lucas offers three distinct investment strategies: • Our global macro strategy, MLM Macro-Peak™, combines quantitative and discretionary trading across the world’s major asset classes. • Our diversified futures index strategy, the MLM Index™, is both an investable index and a widely recognized benchmark for managed futures performance. • Our large cap equity strategy, MLM Focused Equity™, uses value and momentum criteria to select S&P 500 stocks. Since 1986, Mount Lucas Management LP has provided innovative alternative investment strategies to institutional and high-net-worth investors that enhance and diversify traditional investments. Our strategies differ in terms of their asset class participation, investment approach, return objective, and risk threshold. Within each strategy, we offer customized funds and programs that directly target the needs and objectives of our clients.

The Concord Advisory Group, Ltd. is an independently owned investment consulting firm with over $35 billion in assets under advisory. Established in 1988 Concord provides objective investment consulting services including; investment policy development, asset allocation studies, investment manager searches, on-going manager due diligence, and cost analysis. Concords clients include mid-size corporations, foundations, endowments, healthcare, and religious organizations. Located in Princeton, NJ Concord currently employs 32 associates consisting of investment consultants, analysts, research associates and administrative personnel. Concord provides strategic advice to institutions that want to improve the results of their investment programs. Our consulting services empower organization’s internal staff, investment committee and board members to become more efficient. Our consultants help clients navigate the complexities of today’s investment markets. Superior knowledge and experience allows our staff to engineer forward-looking investment strategies. Exceptional investment programs do not happen by accident. They require the fusion of sound governance, strategy and execution. Concord accepts no compensation from financial institutions. The only product we sell is non-conflicted professional advice.

Fairmount Partners is an independent investment bank focused on serving the needs of middle market and emerging growth companies. We help our clients execute mergers & acquisitions (buy-side and sell-side) assignments; raise funds for growth; and design corporate development strategy. Our clients include successful entrepreneurs, private equity sponsors, and global public companies, principally in the following verticals: • Healthcare: We serve a wide range of clients with a particular focus on outsourced clinical services, including clinical research organizations, lab testing service, healthcare & life sciences staffing, specialty pharmacy, diagnostic & imaging services and other related industries. • Industrial & Consumer: With a keen focus on companies in the greater Delaware Valley area, we have deep experience executing transactions in a range of industries, including manufacturing; food & beverage products / services; distribution & logistics; metals and metals processing; plastics & packaging; and publishing & printing. • Consulting & Technology Services: Supporting companies in the IT services, staffing, consulting, non-clinical healthcare services and other related services industries, Fairmount’s IT & business services practice focuses on the people-focused businesses, supporting business owners in a range of advisory and consultative services. • Technology: We provide services across a wide span of technology businesses, including Enterprise and Cloud Software, Vertical Applications (e.g., energy, financial technology and healthcare IT), IoT and Industrial Technology, Digital Media, and Data Aggregation and Data Analytics. With our expert advice and counsel, our clients have completed over 220 assignments in North and South America, Europe, Asia, Australia and the Middle East. Fairmount Partners is a registered Broker Dealer, member FINRA (www.finra.org) and SIPC (www.sipc.org).

Founded in 1989, Sage Financial Group is a privately held, independent, Investment and Wealth Management firm. Sage manages over $3 billion of assets and provides investment management and financial planning services to more than 650 clients. Sage has been recognized as a top wealth manager nationally by industry publications Barron's, Wealth Manager Magazine, The Financial Times, and Financial Advisor Magazine, and locally, by the Philadelphia Business Journal and Philadelphia Magazine. Sage has been featured and/or cited in The Wall Street Journal, SmartMoney magazine, Financial Planning magazine, Inc. magazine and CNBC. In addition to co-founding Sage Financial Group, David, Alan and Stephen Cohn co-founded Sage Online in 1995, a leading investment internet company for individual investors. In March 2000, Multex.com, a publicly held financial services company, acquired Sage Online. Alan and Stephen also co-authored “The Sage Guide to Mutual Funds” (HarperCollins) and have identified alternative private investments for their clients. DISCLOSURE Any information shown on this page is not indicative of any client’s experience or future performance. Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Sage Financial Group), will be profitable or equal any historical performance level(s). In addition, set forth on this page may be "likes"​ or "comments"​ posted by visitors to the Sage LinkedIn profile page. These "likes"​ or "comments"​ do not describe any experience with Sage or endorsement of Sage as an investment advisor by any client. For more information about Sage Financial Group and all related disclosures, visit www.sagefinancial.com.

• Assisted in organizing transaction database in MS Excel for an asset management firm specializing in managing portfolios of distressed debt • Reviewed bond indentures and organized deal specific data for senior management • Performed research and financial analysis on startup business opportunities

Edgestream Partners, L.P. ("Edgestream"​) is devoted to institutional investment management in an ever-changing world. We focus on quantitative methods and liquid financial instruments across the globe. Edgestream is in the business (since 2003) of fully-systematic absolute-return investment management, now principally for institutional clients. Mathematical models guide trading within a diversified portfolio of domestic and international liquid financial instruments. Edgestream is registered with the United States Securities and Exchange Commission as an Investment Advisor, the Commodity Futures Trading Commission as a Commodity Pool Operator and a Commodity Trading Advisor, and is a member of the National Futures Association. Edgestream is also a member of the Managed Funds Association.