Atlas Merchant Capital

MAXEX LLC, established in 2009 and headquartered in Atlanta, Georgia, operates as an exchange and clearinghouse for the purchase and sale of residential mortgage loans. It facilitates transactions between qualified buyers and sellers, including bank and non-bank lenders along with premier investors such as Wall Street banks, real estate investment trusts, and insurance companies. MAXEX's digital platform provides standardized rules, independent loan reviews, ongoing surveillance, and dispute resolution processes, enabling efficient peer-to-peer trading of individual or pooled loans through a scalable transaction management system.

Cover Genius is a global insurance distribution platform provider that enables e-commerce and digital platforms to offer integrated end-to-end insurance and warranty products to customers. The platform delivers personalized insurance in multiple countries, languages, and currencies, with dynamic product recommendations and pricing optimization, and real-time claim payment. Its solutions include XCover, a global distribution platform for personalized insurance, and RentalCover, which enables car-sharing platforms, rental car companies, online car agencies, and OTAs to sell rental car insurance to customers worldwide. Founded in 2012 and headquartered in Sydney, Cover Genius operates internationally to extend protection for online shoppers and platform partners.

Proformex develops a SaaS platform for life insurance policy management. Founded in 2016, it helps advisors monitor, track, and manage their clients' policies, offering data aggregation, analytics, and portfolio monitoring.

Founded in 2000, Cascadia Capital is a boutique investment bank specializing in mergers and acquisitions. With industry-focused specialists, they provide tailored advice to clients across various sectors, including business services, consumer goods, energy transition, healthcare, industrials, technology, and more.

DPL Financial Partners, LLC is an insurance services provider based in Louisville, Kentucky, established in 2014. The company specializes in offering low-cost, commission-free insurance solutions, catering primarily to investment advisors and insurance carriers. Its portfolio includes a range of products such as annuities, life insurance, retirement income planning, legacy planning, and wealth accumulation strategies. DPL Financial Partners focuses on delivering structured variable, deferred income, fixed index, multi-year guaranteed, and single premium annuities, along with life settlements. By providing these advisory services, the company aims to enhance the efficiency of its clients and maximize their benefits.

MarshBerry is a specialized management consulting and investment banking firm based in Woodmere, Ohio, established in 1981. The company focuses on serving the insurance distribution and wealth management sectors, offering a wide range of services tailored to insurance organizations, financial services providers, lending institutions, and trade associations. MarshBerry's expertise includes mergers and acquisitions advisory, debt and equity capital raising, financial consulting, market intelligence, and benchmarking. Additionally, the firm provides organic growth consulting, executive peer exchange opportunities, and platform aggregation services, catering to clients such as insurance agents, brokers, specialty distributors, private equity firms, and wealth management firms.

DPL Financial Partners, LLC is an insurance services provider based in Louisville, Kentucky, established in 2014. The company specializes in offering low-cost, commission-free insurance solutions, catering primarily to investment advisors and insurance carriers. Its portfolio includes a range of products such as annuities, life insurance, retirement income planning, legacy planning, and wealth accumulation strategies. DPL Financial Partners focuses on delivering structured variable, deferred income, fixed index, multi-year guaranteed, and single premium annuities, along with life settlements. By providing these advisory services, the company aims to enhance the efficiency of its clients and maximize their benefits.

Ascensus is a provider of comprehensive retirement plan solutions and tax-advantaged savings plans. As a division of Crump Group, Inc., it serves various segments of the retirement market, managing nearly 27,000 defined contribution plans across micro to large markets and administering over 1.5 million Individual Retirement Accounts (IRAs). The company partners with financial institutions, asset managers, banks, credit unions, state governments, and employers to offer tailored applications that address financial responsibilities related to college education, healthcare, training, and retirement savings. Ascensus is committed to delivering high-quality services that support the financial well-being of its clients and their customers.

Kepler Cheuvreux is an independent European financial services firm headquartered in Paris, France. Established in 1997, the company specializes in providing advisory services and intermediation for the investment management industry. Its offerings include equity capital markets, institutional sales, fixed-income credit research, derivatives capital, and corporate finance. Through its comprehensive range of services, Kepler Cheuvreux supports clients in navigating complex financial landscapes and making informed investment decisions.

Talcott Resolution Life Insurance Company, established in 1996 and headquartered in Windsor, Connecticut, specializes in providing insurance and investment products, primarily focusing on life insurance and annuities. With over $90 billion in liabilities and surplus, the company serves approximately 900,000 customers, including nearly 600,000 annuity contract holders. Talcott Resolution's business model revolves around the run-off operations of annuity, institutional, and private-placement life insurance businesses, leveraging the extensive experience and prudent risk management practices of its team.

Illimity Bank, founded in 2018 and headquartered in Milan, Italy, is a commercial bank that delivers digital direct banking services to both retail and business clients. The bank specializes in providing corporate credit, managing non-performing loan (NPL) portfolios, and offering financing solutions specifically tailored for small and medium-sized enterprises (SMEs). Additionally, Illimity Bank engages in investment banking activities, including the establishment and management of investment funds and facilitating initial public offerings. With a focus on addressing the challenges posed by distressed credit and the increasing prevalence of bad loans, Illimity Bank aims to support its clients through innovative financial solutions.

Panmure Gordon, founded in 1876, is a leading independent M&A and corporate advisory firm focused on the UK small & mid-market. With a commitment to integrity and excellence, they serve over 150 UK companies and 400 institutional investors, offering tailored services in corporate advisory, market intelligence, investor relations, and capital markets views. Their extensive research coverage spans 500 companies across various industry sectors and geographies. As a trusted advisor to both established and growth companies, Panmure Gordon provides deep knowledge of the London markets, delivering relationship-led and outcomes-driven solutions. With a history of corporate and institutional investment banking services, including financial advisory, IPOs, mergers and acquisitions, and investment funds, Panmure Gordon is dedicated to providing integrated financing solutions to their clients.

Somerset Reinsurance specializes in customized risk management solutions for the life insurance and annuity sectors. It optimizes capital deployment, enhances long-term performance, and facilitates new business growth through tailored reinsurance programs.

South Street Securities LLC, established in 2001 and headquartered in New York, is a broker-dealer specializing in trade execution and financing services. The company focuses on financing matched books of U.S. Government and Agency repurchase agreements, utilizing a portfolio of financing collateral comprising government-backed debt, such as Ginnie Mae, Federal Home Loan Bank, and SBA loan pools, as well as Fannie and Freddie paper. South Street Securities offers trading and financing services, back office support including clearing and settlement, and managed services such as data management and security. The company's expertise extends to various financial services, including repo cash investment, repo security financing, fixed-income trading, and securities lending, catering to institutional investors, hedge funds, asset managers, and banks.

South Street Securities LLC, established in 2001 and headquartered in New York, is a broker-dealer specializing in trade execution and financing services. The company focuses on financing matched books of U.S. Government and Agency repurchase agreements, utilizing a portfolio of financing collateral comprising government-backed debt, such as Ginnie Mae, Federal Home Loan Bank, and SBA loan pools, as well as Fannie and Freddie paper. South Street Securities offers trading and financing services, back office support including clearing and settlement, and managed services such as data management and security. The company's expertise extends to various financial services, including repo cash investment, repo security financing, fixed-income trading, and securities lending, catering to institutional investors, hedge funds, asset managers, and banks.