Atlas Merchant Capital

Founded in 1981 and headquartered in Woodmere, Ohio, MarshBerry is a specialized management consulting and investment banking firm that focuses on the insurance distribution and wealth management sectors. The firm offers a range of services designed to support insurance agents, brokers, specialty distributors, private equity firms, and wealth management organizations. These services include mergers and acquisitions advisory, debt and equity capital raising, financial consulting, market intelligence, benchmarking, organic growth consulting, and executive peer exchange. MarshBerry's primary objective is to assist its clients in enhancing their operations, realizing their value, and navigating the complexities of their industries.

DPL Financial Partners, LLC, founded in 2014 and based in Louisville, Kentucky, specializes in providing insurance services tailored for investment advisors and insurance carriers. The firm offers a range of commission-free insurance solutions, including annuities, life insurance, retirement income planning, legacy planning, and wealth accumulation strategies. DPL Financial Partners aims to enhance efficiency for its clients by delivering low-cost advisory services and innovative products such as structured variable annuities, deferred income annuities, fixed index annuities, multi-year guaranteed annuities, and single premium annuities. Additionally, the company focuses on annuity rescue and life settlements, ensuring clients can maximize their benefits in the insurance landscape.

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 an independent European financial services company based in Paris, France, founded in 1997. The firm specializes in providing advisory services and intermediation to the investment management industry. Its offerings encompass a range of areas including equity capital markets, institutional sales, fixed-income credit research, derivatives capital, and corporate finance. With a focus on delivering tailored solutions, Kepler Cheuvreux serves a diverse clientele, ensuring effective support in navigating complex financial landscapes.

Talcott Resolution Life Insurance Company, based in Windsor, Connecticut, is an independent provider of life insurance and annuity products in the United States. The company specializes in the run-off operations of annuity, institutional, and private-placement life insurance businesses. With a focus on financial stability and prudent risk management, Talcott Resolution offers a range of services designed to provide security against life's uncertainties. Its offerings include various life insurance and annuity products, supported by extensive product knowledge and advanced risk and capital analytics. This enables clients to effectively manage their capital and transfer risk according to their financial needs. Originally known as Hartford Life Insurance Company, Talcott Resolution has built upon its legacy to grow its business through the expertise of its professionals.

Illimity Bank, founded in 2018 and headquartered in Milan, Italy, operates as a commercial bank with an innovative and technology-driven approach. The bank offers a range of financial services, including corporate credit, acquisition and management of non-performing loan (NPL) portfolios, direct banking, and the establishment and management of investment funds. It specializes in providing loans to small and medium-sized enterprises, as well as addressing distressed credit situations and facilitating initial public offerings. Illimity serves both individuals and companies, focusing particularly on the needs of small and medium-sized enterprises.

Panmure Gordon, founded in 1876, is a leading independent M&A and corporate advisory stockbroker focused on the UK small & mid-market. Integrity and excellence are at the heart of everything they do and their breadth of experience means they are a trusted advisor to more than 150 UK companies and over 400 institutional investors. Their broad research coverage extends to 500 companies in a wide range of industry sectors and geographies. As a corporate and institutional advisor to both established and growth companies they provide a deep knowledge of the London markets offering their clients a tailored, integrated service that is relationship led and outcomes driven.

Praxia Bank Societe Anonyme is a specialized digital bank based in Athens, Greece, focused on consumer credit and banking solutions. It offers a range of financial products, including car financing, personal loans for individuals and freelancers, and stock finance for companies. In addition to these services, Praxia Bank provides factoring, loyalty programs, long-term car rentals, and insurance options. The bank is notable for its advanced digital platform, which allows customers to manage their financial affairs efficiently through a smartphone application and interactive website. Founded in 2003 and previously known as Credicom Consumer Finance Bank S.A., Praxia Bank aims to meet the banking needs of small and medium-sized businesses as well as individuals by providing a comprehensive suite of digital banking solutions, including attractive deposit rates and an API portal for third-party developers.

Somerset Reinsurance Ltd. offers tailored risk management solutions primarily for the life insurance and annuity sectors. Established in 2014 and headquartered in Pembroke, Bermuda, with a branch in Zurich, Switzerland, the company focuses on interest-sensitive and capital-intensive lines of business. Somerset Reinsurance provides a range of reinsurance solutions, including those for interest-sensitive life insurance, corporate-owned and bank-owned life insurance (COLI/BOLI), indexed life insurance, and various annuity products, such as fixed deferred, immediate, and multi-year guarantee annuities. By customizing its reinsurance programs, Somerset Re aims to help clients effectively deploy capital, enhance long-term performance, and support new business growth.

South street securities holdings is a leading financial services firm specialized in facilitating borrowing and lending transactions.

South street securities holdings is a leading financial services firm specialized in facilitating borrowing and lending transactions.