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.

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 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.

Catalyst Financial Company can finance your receivables and put your inactive assets to work within 24 hours. Catalyst is a Houston based factoring company for small to medium-sized businesses. Our principals have over 50 years of experience in accounts receivable financing working with a variety of industries.

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/.

Wealth Management The Financial Advisory Group works closely with clients to protect and manage wealth, while helping them achieve their financial goals. We believe your success begins with our people, whose breadth, depth, and experience is our greatest strength. As a collective group of talented professional advisors, we pride ourselves on being highly-skilled, versatile, and agile. The Financial Advisory Group’s boutique size gives us the ability to deliver individualized wealth maximization strategies. We find areas of opportunity, chart new directions, and efficiently make necessary changes. As wealth managers, we monitor and integrate the ever-changing and complex world of investments, financial instruments, estate, gift and income tax rules, risk management, insurance, qualified retirement plans and IRAs with our clients’ short-and long-range financial goals. Financial & Tax Planning The Financial Advisory Group offers financial planning services delivered through written goal-oriented plans, covering a wide variety of topics, including budgeting, cash flow, income, expenses, retirement savings, college funding, taxes, will and estate planning, investments, qualified pension plans and IRAs, assessment of risk, and various types of insurance. Investment Management The Financial Advisory Group is a fee-only, Registered Investment Advisor regulated by the U.S. Securities and Exchange Commission. We do not take physical possession of your investment securities. Client accounts are established through independent third- party custodial relationships subject to discretionary, limited trading authority. We manage the process, act on your individualized investment policy statement, and measure performance through quarterly reports.

FuelX Energy, LLC is an investment banking company based out of 3050 POST OAK BLVD, Houston, Texas, United States.

Financial Synergies Wealth Advisors is a fee-only Financial Advisor and Wealth Management firm located in Houston, Texas. For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses from around the world. When we take on new clients they become part of our extended family, and in the past three decades we’ve developed multi-generational relationships with many of them. Our primary goal is to Simplify Your Financial Life. Our Certified Financial Planner™ professionals and advisors combine holistic financial planning and investment management to deliver Total Wealth Management for our clients. Together we’ll construct a plan and investment strategy to meet your goals, and give you greater confidence in your future. Financial Synergies is an independent Registered Investment Advisor, and we follow the highest fiduciary standard, meaning your interests are our utmost priority. We work on a fee-only basis and do not sell commission-based products. This gives us the freedom to develop your financial plan and investment strategy without outside influence. **The information on this site has been prepared solely for information purposes. It is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. We do not make any representations or warranties as to the accuracy, timeliness, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to our site or incorporated herein.

CFO for fast-growing business using technology and analytics expertise to generate profits in the energy commodity markets, with a focus on power and natural gas. Roscommon has a single, “brand-name” institution as its financial partner providing over $500 million in capital.

CORDA Investment Management works with a select clientele providing individualized portfolio management to meet the specific need of each client. Philosophy: There are many reasons to invest: personal goals, preservation of capital, retirement income, preserving a legacy, providing capital for charitable causes, etc. - At CORDA, our contrarian ‘value’ driven investment strategy is focused, thoughtful and smartly conceived. We seek to own businesses that have solid balance sheets, income statements, and exceptional dividend trajectories. If and when these opportunities are attractively priced, we will invest for the long haul. Importantly, we are not restricted by unnecessary parameters. Typically we will avoid the momentum of the herd and invest in what we believe are good companies that have fallen out of favor with Wall Street and the public. We do not attempt to determine short-term price fluctuations but are instead looking for long-term value via attractive and sustainable dividends and earnings growth. CORDA Investment Management is registered with the SEC under the Investment Advisory Act of 1940.

Banorte Securities International, Ltd., is a US brokerage firm established in New York City in 1992. It is a member of the SIPC (Securities Investor Protection Corporation) and the Financial Industry Regulatory Authority (FINRA).

Sydecar is a frictionless deal execution platform for venture investors. Our platform handles back-office operations for venture investors, automating banking, compliance, contracts, and reporting so that customers can focus on making deals and building relationships. The opportunity in venture capital is greater than ever. But for aspiring investors, getting started can be intimidating, expensive, and time-consuming. We’re here to help! Sydecar makes private investing dead simple so you can focus on what matters most: building relationships and sourcing investment opportunities. We're hiring! Join us to empower the next generation of investing leaders. https://bit.ly/sydecar-jobs