Vaughan Nelson is a Houston-based money manager focused on managing U.S. equity and fixed income portfolios for non-profit, public and corporate plans and individuals. Our investment process focuses on targeted returns designed to meet our clients' future obligations. As an affiliate of Natixis Investment Managers, Vaughan Nelson operates as a boutique firm with access to a proven global distribution network.

Founded in 1996, Eagle Global Advisors is a Houston-based registered investment advisor. Eagle began by managing portfolios focused on large capitalization domestic and international equities. In 2003, Eagle began managing MLPs/Midstream Companies as a separate investment strategy. Today Eagle manages multiple equity strategies in those three areas. Our clients include institutions, financial intermediaries, wealth advisors, family offices, and high net worth individuals. Eagle also is the co-advisor for the Eagle MLP Strategy Fund. Eagle manages taxable and non-taxable fixed income portfolios with intermediate duration. Eagle is independent and 100% owned by its founders and key employees.

Rockland Capital is a private equity company that was formed in early 2003 in order to acquire and develop selected investment opportunities in power and energy infrastructure markets. Rockland professionals have deep and focused electric power industry experience, which enables the Company to take a hands-on, operational focus to managing assets. As a result of this experience and mindset, Rockland has focused its investment efforts on value-driven opportunities that often require additional management attention due to their structural complexity, past or current operational and/or financial distress, developmental nature, or because they have otherwise fallen out of favor in the current market cycle. Rockland is currently investing Rockland Power Partners III, LP, a $454 million private equity fund with investors that include U.S. endowments and foundations, funds of funds, pension plans and family offices. The firm also manages Rockland Power Partners II, LP, a $425 million private equity fund and, Rockland Power Partners, LP, a $333 million private equity fund. Portfolio investments have been located throughout the United States and the United Kingdom, have ranged in size from 1,875 MW to 5 MW and have been fueled by natural gas, coal, biomass, oil, energy storage, wind and solar power. For more information about Rockland visit www.rocklandcapital.com.

Founded in 1982, The Sterling Group, L.P. (www.sterling-group.com) is a private equity investment firm that targets controlling interests in basic manufacturing, industrial services and distribution companies. Typical enterprise values of these companies range from $100 million to $750 million. Sterling has sponsored the buyout of over 55 platform companies and numerous add-on acquisitions for a total transaction value greater than $10 billion. Sterling partners with management teams to grow and build winning businesses in the industrial sector. Nearly 80% of Sterling’s past partnerships have been with family businesses and corporate carve-outs. Sterling excels as a partner where it can bring its operational focus and expertise to a situation.

We are a 100% employee-owned, Texas HUB, and MBE certified asset management firm with over $16.7 billion in high-quality, domestic fixed income assets under management (as of December 31, 2022).

We believe principles are the foundation of prosperity. We are Bridgeway. We practice relational investing, an approach that bridges the gap between investment results and returns for humanity by taking an innovative approach to asset management. Bridgeway does not approve of or endorse any third-party communications on this site. Relational investing bridges the gap between investment results and returns for humanity by taking a innovative approach to asset management. It is a statistical, evidence-based investment approach motivated by a passion for servant leadership and global impact which we accomplish by donating 50% of our firm profits to organizations making a positive impact for humanity. Relational investing focuses on generating enduring results that meet client investment objectives while fostering transformative change in the world. Our clients and our partners are investors who value evidence, relationships, and commitment to principles. Collectively, we are curious and purposeful servant leaders. For decades, our clients and partners have chosen us because: • We value independent thought and relationships. • We embrace a long-range mindset. • Our profits directly benefit humanity. We are not at the end. We’re at the beginning. We are creating a new world of prosperity. Join us.

We’re a private equity firm that invests in software, tech-enabled services, and industrial business services companies as a true partner to founders and owners seeking to accelerate their growth trajectory. Since our inception in 1990, we’ve developed a time-tested and repeatable approach as we seek to drive transformative change in our portfolio companies, increasing their value, and position them for the next stage of their growth. We’re thesis-driven investors. We identify, research, and become educated in the areas we invest. This enables us to deploy capital and resources quickly and with deep conviction in opportunities where we can work with management teams as we seek to to build scalable platforms and drive meaningful business transformation through our Capvalue Framework.

CRG is a premier healthcare-focused investment firm that has managed over $3 billion of institutional capital since inception and its senior investment professionals have led over 70 investments. The firm seeks to commit between $20 to $300 million in each investment across the healthcare spectrum, including: medical devices, biopharmaceuticals, tools & diagnostics, services and information technology. CRG provides growth capital in the form of long-term debt and equity to support innovative, commercial-stage healthcare companies that address large, unmet medical needs. The firm partners with public and private companies to provide flexible financing solutions and world-class support to achieve exceptional growth objectives with minimal dilution. CRG maintains offices in Boulder, New York and Houston. For additional information, please visit www.crglp.com.

Established in 1985, EW Healthcare Partners is one of the oldest and most respected healthcare growth equity firms in the world. We currently have over $3 billion under management and are investing out of our tenth fund. Our investment team is the most critical component of our success, consisting of 20 investment professionals with deep industry expertise: senior executives and operators from top-tier global health care companies, and distinguished physicians and scientists. We are committed to building long-term relationships with our limited partners, co-investors and the leaders of our portfolio companies. We have a global reach through our three offices with active investments in the US, Europe, and Latin America. For over 30 years, we have maintained our dedicated focus to diversified healthcare investing—serving as lead investor in the founding or critical financing of over 150 healthcare companies in the pharmaceutical, biotechnology, medical device, services and information technology sectors. Our investment practice includes growth equity, PIPE and buyout financings.

Founded in 2006, Platform Partners LLC is a Houston-based private investment firm that partners with founders and executives of companies with enterprise values typically between $25 and $250 million. We have invested in over 30 companies through a perpetual holding company structure, which allows for a long-term, patient approach to building strong, profitable companies. As of September 2024, Platform manages approximately $800 million in assets. Platform is almost always the first institutional investor, and we actively assist through identifying and funding growth initiatives, recruiting talented executives and providing access to senior in-house technology, HR and tax resources. Since its founding, Platform’s portfolio companies have grown in value at an average annualized rate of more than 25% per year. For a full list of our partners, please visit https://platformllc.com/our-partners/.

Newport Global Advisors is a highly experienced alternative investment firm specializing in turnaround and special situation investments in small and middle market companies. We invest predominantly in below investment grade rated debt instruments at discounts in the secondary markets to achieve attractive risk adjusted returns through active portfolio management and balance sheet restructurings.