Atlas Merchant Capital

MAXEX, LLC operates a digital mortgage exchange that facilitates the buying and selling of residential mortgage loans through a centralized clearinghouse. Based in Atlanta, Georgia, the company connects qualified mortgage lenders, including banks and non-bank institutions, with institutional investors such as Wall Street banks and real estate investment trusts. MAXEX provides a comprehensive platform that includes standardized rules, independent loan reviews, ongoing surveillance of loans and servicing, and a dispute resolution process, all aimed at ensuring efficient transactions. The platform allows participants to manage transactions at scale, enabling them to create bids and offers for individual loans and pools of loans, thereby enhancing liquidity in the mortgage market. Established in 2009, MAXEX is led by a team of mortgage experts and is supported by notable private equity and capital market investors.

Cover Genius operates an insurance distribution platform that aims to safeguard the customers of e-commerce businesses. The platform offers integrated end-to-end insurance and warranty solutions, along with features like dynamic product recommendations and pricing optimization. By facilitating real-time claim payments, Cover Genius enhances customer protection against various uncertainties, allowing insurance companies to better serve their clientele.

Proformex, Inc. is a developer of a policy management platform that focuses on the proactive management of inforce life insurance policies and annuities. Founded in 2016 and based in Cleveland, Ohio, the company offers software that aggregates various insurance policies into a single, secure platform. This facilitates data aggregation, analytics, and portfolio monitoring, allowing agents to identify policy performance risks and new sales opportunities effectively. Proformex’s system is designed to support fiduciary management and ensure compliance with regulatory standards, making it a valuable tool for insurance professionals seeking to enhance their service offerings.

Cascadia Capital is a diversified boutique investment bank that specializes in the fields of mergers, acquisitions, and strategic advisory. It offers industry breadth while maintaining sector depth. Its industry-focused bankers are experts in their field and deliver tailored advice and solutions to suit the unique needs of its clients. The company's sector specialists stay on top of market trends, risks, and opportunities which makes us a valuable and trusted advisor for their clients. Cascadia Capital specializes in the fields of mergers, acquisitions, and strategic advisory. It was founded in 2000 and based in Seattle, Washington.

DPL Financial Partners is an RIA insurance network that brings low-cost, commission-free insurance solutions.

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 is an RIA insurance network that brings low-cost, commission-free insurance solutions.

Ascensus delivers high-quality solutions for every segment of the retirement plan marketplace. A division of Crump Group, Inc., a leading provider of retirement services and the largest, most diversified wholesale insurance distributor in the U.S., Ascensus services nearly 27,000 defined contribution plans in the micro to large markets and administers over 1.5 million IRAs.

Kepler Cheuvreux is a independent European financial services company specialized in advisory services and intermediation to the investment management industry. Founded in Paris in July 1997 as the equity brokerage business of Bank Julius Baer, the Swiss private bank.

Talcott Resolution Life is an independent life insurance company headquartered in Windsor, Connecticut, established in 1996. It offers a range of services, including life insurance, annuities, and institutional private-placement services, aimed at providing financial security to its clients. With a strong emphasis on prudent risk management and financial stability, the company manages over $90 billion in liabilities and surplus for approximately 900,000 customers, including nearly 600,000 annuity contract holders. Talcott Resolution leverages extensive product knowledge and robust risk analytics to help clients effectively transfer risk and manage their capital, ensuring support for their financial needs during challenging times.

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 is a UK based investment bank providing a full range of services including Capital Raising, Corporate Advisory, Corporate Broking, Investor Relations, Research, Sales and Execution with distribution to the UK, Europe and the US.

Somerset Re provides customized risk management solutions to the life insurance and annuity sectors. somerset specialize in reinsurance solutions that help our clients efficiently deploy capital, improve long-term performance and fund new business growth. somerset team of highly experienced reinsurance professionals customizes each reinsurance program to optimize the benefits for clients.

South Street Securities is a financial services firm that specializes in a range of brokerage services, focusing on fixed income trading and securities lending. The company provides expertise in repurchase agreements and mortgage trading, catering primarily to institutional investors, hedge funds, asset managers, and banks. Its offerings include repo cash investment and repo security financing services, with a particular emphasis on fixed-income securities such as U.S. Treasuries, agency securities, mortgage-backed securities, corporate bonds, and municipal bonds. Through its subsidiaries, South Street Securities aims to deliver tailored financial solutions to meet the diverse needs of its clients in the financial markets.

South Street Securities is a financial services firm that specializes in a range of brokerage services, focusing on fixed income trading and securities lending. The company provides expertise in repurchase agreements and mortgage trading, catering primarily to institutional investors, hedge funds, asset managers, and banks. Its offerings include repo cash investment and repo security financing services, with a particular emphasis on fixed-income securities such as U.S. Treasuries, agency securities, mortgage-backed securities, corporate bonds, and municipal bonds. Through its subsidiaries, South Street Securities aims to deliver tailored financial solutions to meet the diverse needs of its clients in the financial markets.