Oncolytics Biotech
Post in 2019
Oncolytics Biotech Inc. is a clinical-stage biopharmaceutical company based in Calgary, Canada, dedicated to the discovery and development of innovative cancer therapies. The company's lead product, pelareorep, is an immuno-oncology agent derived from reovirus, designed to treat solid tumors and hematological malignancies by enhancing the immune system's ability to combat cancer. Oncolytics Biotech has established collaboration agreements with Merck KGaA and Pfizer Inc. to explore pelareorep in combination with other treatments for specific types of breast cancer. Additionally, the company is advancing its pipeline with projects such as Bracelet-1 for breast cancer and various cohorts for gastrointestinal cancer. Founded in 1998, Oncolytics Biotech aims to develop effective treatments for cancers that have not responded to existing therapies.
Intec Pharma Ltd is a clinical-stage biopharmaceutical company based in Jerusalem, Israel, specializing in drug development through its proprietary Accordion Pill platform technology. This oral drug delivery system aims to enhance the efficacy and safety of both existing and developing medications by employing a gastric retention and specific release mechanism. The company’s lead candidate, Accordion Pill Carbidopa/Levodopa, is currently undergoing Phase III clinical trials for treating symptoms of advanced Parkinson's disease. Additionally, Intec Pharma is advancing Accordion Pill Zaleplon, which is also in Phase III trials for insomnia, and has several product candidates aimed at preventing and treating ulcers, as well as addressing various pain conditions through formulations containing Cannabidiol and 9-Tetrahydrocannabinol. Intec Pharma has established research collaborations, including one with Merck, to explore the potential applications of its Accordion Pill technology. Founded in 2000, the company was previously known as Intec Pharmaceuticals before rebranding in 2004.
Securities Service Network
Acquisition in 2014
Securities Service Network (SSN), founded in 1983, is a prominent independent broker-dealer and provider of advisory services. The company is dedicated to supporting independent financial professionals by fostering strong partnerships and focusing on their success and that of their clients. SSN operates as both a broker-dealer and an investment advisor, while also functioning as an insurance agency. The firm emphasizes a rep-as-customer culture, which shapes its approach to service and reflects its commitment to core values such as integrity, respect, teamwork, professionalism, and enthusiasm. Through its comprehensive suite of services, SSN aims to empower independent investment professionals in achieving their business objectives.
KMS Financial Services
Acquisition in 2014
KMS Financial Services is an investment advisory firm that offers a range of brokerage and financial advisory services. The company specializes in securities brokerage, providing clients with access to various investment opportunities. Additionally, KMS Financial Services offers financial planning services tailored to individual client needs, helping them to achieve their financial goals. The firm also provides traditional and variable insurance products, enhancing its comprehensive approach to financial management. Through these diverse offerings, KMS Financial Services aims to support clients in making informed financial decisions and securing their financial futures.
Highland Capital Brokerage
Acquisition in 2014
Highland Capital Brokerage is a national distributor of life insurance and annuity products based in Birmingham, Alabama. It supports financial advisors and insurance professionals by offering point-of-sale assistance, advanced marketing strategies, and innovative estate and business planning techniques. The company's core services include life insurance, annuities, and longevity planning, along with expertise in risk underwriting and back-office processing. Highland provides objective access to major insurance carriers, facilitating efficient transactions between brokers, financial planners, institutions like banks and CPAs, and insurers or investment providers.
Securities America
Acquisition in 2011
Securities America Inc., founded in 1984 and headquartered in La Vista, Nebraska, is a prominent investment advisory firm that offers a range of financial services to financial advisory firms and individual clients. The firm specializes in areas such as cash flow management, investment planning, taxation, insurance review, retirement planning, and estate planning. With a network of over 1,700 financial professionals across the nation, Securities America focuses on enabling these professionals to provide independent, objective financial counsel tailored to their clients' needs. The firm is dedicated to fostering the independence of its advisors by offering user-friendly technology, professional development resources, and exceptional service, thereby enhancing the ability of its advisors to deliver quality financial products and services.
Premier Trust
Acquisition in 2010
Premier Trust Inc. is a Nevada-based firm specializing in estate, trust, and self-directed IRA administration. The company focuses exclusively on trust management, allowing clients to maintain relationships with their existing investment and financial professionals. Premier Trust offers tailored administrative services by matching clients with trust officers and teams that best meet their individual needs. With over 150 years of combined experience in handling a diverse range of estates and trusts, Premier is dedicated to delivering administrative excellence through its skilled operations and compliance personnel. The firm provides a variety of services, including estate planning, retirement account management, and financial planning, while also ensuring flexibility by allowing clients to hold their trust investment assets with their chosen broker-dealer or nationally recognized securities clearing firm. Premier Trust's commitment to aligning with clients' wishes fosters long-lasting relationships built on trust and reliability.
Triad Advisors
Acquisition in 2008
Triad Advisors, Inc., headquartered in Atlanta, Georgia, is a national independent broker-dealer and multi-custodial SEC-Registered Investment Advisor. As a pioneer in the Hybrid RIA marketplace, Triad Advisors blends fee- and commission-based client solutions, catering to over 550 representatives and advisors across the nation. The firm provides a comprehensive platform that includes a wide range of products, trading and technology systems, as well as customized wealth management services. Additionally, Triad offers transition and business coaching services to support its advisors. Recognized as one of the most successful and rapidly growing independent broker-dealers in the industry, Triad has earned accolades for its leadership in the Hybrid RIA sector.
Investacorp
Acquisition in 2007
Investacorp is an independent financial services firm based in Miami, Florida. The company specializes in providing investment advisory, wealth management, and brokerage services to a diverse clientele that includes individuals, families, business owners, and institutions. With a national network of financial advisors, Investacorp aims to deliver quality financial consultancy solutions tailored to meet the unique needs of its clients at competitive prices.
Waverider Communications
Venture Round in 1999
WaveRider Communications is a global provider of fixed wireless internet access products, specializing in non-line-of-sight broadband solutions. The company offers a range of products, including its Last Mile Solution and NCL product families, which utilize license-exempt wireless systems to connect businesses and residential subscribers to the internet. Additionally, WaveRider manufactures wireless communication products that enhance internet and LAN connectivity, focusing on mobile WAN systems, wireless bridges, and routers. By delivering cost-effective wireless solutions, WaveRider aims to help its customers achieve their connectivity objectives efficiently.