PGIM

SoFi is a San Francisco–based financial services company offering lending, banking, and wealth management products designed to help individuals borrow, save, spend, and invest. Its offerings include personal loans, MBA and student loan refinancing, mortgages, checking and savings accounts, and credit cards, as well as investment and retirement planning services. The company also provides small business financing as part of its product suite. By combining digital tools with traditional financial services, SoFi targets early-stage professionals seeking to manage debt, build savings, and pursue long-term financial goals.

PennyMac Mortgage Investment Trust is a specialty finance company based in Westlake Village, California, that primarily invests in mortgage-related assets in the United States. The company operates through three main segments: Credit Sensitive Strategies, Interest Rate Sensitive Strategies, and Correspondent Production. Its Credit Sensitive Strategies segment focuses on credit risk transfer agreements and investments in distressed loans and non-agency subordinated bonds. The Interest Rate Sensitive Strategies segment involves investments in mortgage servicing rights and mortgage-backed securities, along with related interest rate hedging activities. The Correspondent Production segment is dedicated to purchasing, pooling, and reselling newly originated prime credit residential loans. Additionally, the company maintains loan servicing and mortgage banking service agreements, offering a range of services such as payment collection, escrow management, customer service, and loss mitigation. Founded in 2009, PennyMac Mortgage Investment Trust qualifies as a real estate investment trust, enabling it to avoid federal corporate income taxes by distributing a significant portion of its taxable income to shareholders.

Montana Capital Partners is a Swiss-based private equity firm and investment boutique that specializes in secondary markets. The firm focuses on small to mid-market buyout fund secondaries and related complex solutions, while remaining open to larger funds, fund of funds, co-investments, and GP-led transactions. It seeks direct secondaries, single fund positions, and portfolios, and provides asset management and investment management solutions to clients. Montana Capital Partners sources opportunities directly from sellers, enabling tailored structures that fit distinctive seller requirements. With a global reach, the firm maintains a presence in Europe and North America and was founded in 2011 and is headquartered in Baar, Switzerland.

Taronga Group is an investment management firm based in Sydney, Australia, established in 2015. The firm focuses on venture capital and fund management, with a particular emphasis on the technology sector, including energy, utilities, infrastructure, logistics, and digital construction. Taronga Group aims to provide innovative solutions that create lasting value for investors and the communities it serves. In addition to its investment activities, the firm supports technology companies through initiatives like RealtechX, which connects them with corporates and government agencies. By concentrating on smart assets and data analytics, Taronga Group seeks to foster innovation and drive growth in the sectors it invests in.