Lightyear Capital

Wren Sterling Financial Planning Limited, founded in 2014 and headquartered in Nottingham, United Kingdom, is an independent financial planning firm with seven offices across the country. The company offers comprehensive financial planning and advisory services tailored for both private and corporate clients. Wren Sterling specializes in savings, investments, and retirement planning, focusing on building enduring relationships with clients that often last for generations. Tens of thousands of individuals and businesses rely on Wren Sterling's advisers for guidance on critical financial decisions and employee benefits strategies, aiming to enhance investment returns and ensure proper financial protection for business owners and their enterprises.

Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.

ProfitSolv is to acquire integrated billing, payments, and software solutions for legal, accounting, and other professional services firms including consulting, architecture, and engineering firms.

Maroon Insights LLC operates a predictive analytics platform designed for B2B companies, offering marketing intelligence through a user-friendly SaaS solution. Founded in 2016 and based in Philadelphia, the platform integrates seamlessly into existing business processes, enabling users to leverage extensive commercial datasets, which include over 80 million records and expand daily. Maroon.ai provides tools for data aggregation, rapid data mining, and customizable business intelligence, allowing clients to assess credit risk and enhance sales intelligence. This platform facilitates the efficient qualification of potential customers and competitors, helping businesses identify high-quality leads and improve their customer relationship management and sales force automation data.

Health Plan One, founded in 2006, operates as an online health insurance marketplace catering to individuals, families, small groups, and Medicare recipients. The platform is designed to assist consumers in making informed decisions regarding their health insurance needs by providing comprehensive online and offline sales support, along with 24-hour customer service. Health Plan One utilizes digital marketing and proprietary technology to facilitate the sales and distribution of health insurance, enabling both carriers and brokers to research and select plans efficiently. The company also markets Medicare Advantage and Medicare supplement products under the brand Medicare Solutions, further enhancing its offerings in the health insurance sector.

Lendmark Financial Services, LLC is a consumer finance company based in Lawrenceville, Georgia, founded in 1996. The company specializes in providing personal loans, automobile loans, and retail merchant sales finance services, focusing on consumers who are underserved by traditional lenders. Lendmark offers personalized loan solutions for various needs, including vacation expenses, home repairs, unexpected emergencies, and debt consolidation. The company aims to provide easy, convenient, and affordable borrowing options to its customers. Originally known as Newsouth Financial Services, Inc., it rebranded to Lendmark Financial Services, LLC in August 2000 and was formerly a subsidiary of Branch Banking and Trust Company.

Provider of ediscovery and advisory services intended to manage the increasingly complex landscape of enterprise data for compliance and legal teams. The company offers consulting and data analysis services, enabling clients to identify and mitigate risks from current and future litigations.

Engage PEO delivers comprehensive HR solutions to small and mid-sized businesses nationwide, sharpening their competitive advantage. Comprised of the industry’s most respected veteran professional employer organization executives, certified HR professionals and attorneys, Engage PEO provides hands-on, expert HR services and counsel to help clients minimize cost and maximize efficiency for stronger business performance.

Augeo FI, based in Naperville, Illinois, specializes in providing outsourced and customized loyalty program solutions for middle-market banks and credit unions. With over 20 years of experience in managing loyalty programs in the financial services sector, the company supports approximately 1,200 loyalty programs across the United States. Augeo FI also offers card-linked marketing services, enhancing the value of its loyalty offerings. Originally founded in 2008, it operates as a subsidiary of Augeo Affinity Marketing Inc. and has established itself as a leader in the loyalty program industry, backed by an experienced management team.

Therapy Brands is a leading provider of mental and behavioral health software.

HPM Partners is an award-winning investment and wealth management firm offering customized financial advice to individuals and their families, businesses and their employees, and nonprofit organizations.

Datalot Inc. provides mobile and web marketing technology solutions for the insurance industry. It develops a pay-per-call advertising marketplace that converts mobile and web traffic into live phone interactions by allowing insurance carriers and agents to access transaction-ready consumers via live calls. The company was incorporated in 2008 and is based in Brooklyn, New York.

eCommission Financial Services, Inc., based in Austin, Texas, specializes in providing commission advance services to real estate sales professionals across the United States. Founded in 2001, the company offers a range of products that allow real estate agents and brokers to receive early payments on their commissions before the scheduled closing dates. These products include advances for pending sales, brokerage transactions, commercial deals, leases, short sales, bridge listings, and builder transactions. eCommission leverages advanced technology to streamline the approval process, ensuring quick and efficient service for its clients. The company is focused on enhancing cash flow management for real estate professionals, thereby supporting their financial needs in a competitive market.

Hyduke Energy Services, founded in 1972 and based in Nisku, Canada, is a prominent global manufacturer of drilling and well servicing equipment. The company specializes in the design and manufacture of land-based drilling rigs, pump units, cranes, winches, center sections, mud systems, catwalks, pipe tubs, skids, and oilfield buildings. Hyduke's products are recognized for their reliability in extreme environments, including arctic, desert, and tropical regions. Recently, the company has expanded its offerings to include custom steel fabrication for civil and industrial projects, providing high-quality structural steel fabrication and modular unit supports. Additionally, Hyduke has ventured into tank manufacturing, supported by a team of experienced professionals skilled in tank engineering, manufacturing, and field installations.

Ygrene is a national leader in residential and commercial energy efficiency and resiliency project financing. Founded in 2010, Ygrene’s award-winning, privately funded Property Assessed Clean Energy (PACE) program is revolutionizing the home improvement industry, making it easier for property owners to invest in their futures and a healthier environment. Ygrene is delivering greater choice for home and business owners by providing accessible and affordable financing for energy efficiency, renewables, water conservation, storm protection and seismic upgrades. Recognized as one of the fastest growing asset classes in the country, PACE has proven to be a successful tool for supporting public policy initiatives, all without the use of public tax dollars or credits. To date, Ygrene has provided over $1 billion of private capital to more than 69,000 property owners in over 500 communities, creating thousands of jobs and investing millions into local economies across the U.S. While PACE programs are enabled by state legislation and must be approved by local governments, Ygrene is not a government program.

Advisor Group is among the largest independent broker-dealer networks in the United States. Advisor Group is among the largest networks of independent broker-dealers in the United States. The four broker-dealers that comprise Advisor Group – FSC Securities Corporation, Royal Alliance Associates, SagePoint Financial, and Woodbury Financial Services – foster the spirit of entrepreneurship and independence that is exemplified by our over 5,000 affiliated advisors. Our structure allows us to invest significant resources across our broker-dealer network — resources that any single firm would have difficulty duplicating. The result? Our advisors enjoy access to state-of-the-art technologies, personalized service, and broad-based operational support. The advisors we serve enjoy the best of both worlds – big-firm resources with a small-firm feel. Our strengths, combined with the collective strengths of our advisors, provide powerful momentum to meet our industry’s next generation of challenges and opportunities.

Pathlight Capital, LLC is a commercial finance company based in Hingham, Massachusetts, founded in 2012. The firm specializes in providing secured loans primarily to consumer-facing companies, while also serving a diverse range of industries. Pathlight Capital offers a variety of financing solutions designed to support growth, acquisitions, debt refinancing, and restructurings. Its lending options include loans secured on a first or second lien basis against both tangible and intangible assets, as well as enterprise value and mezzanine financing. By delivering creative and flexible financial solutions, Pathlight Capital aims to meet the liquidity needs of management teams seeking to fund working capital, execute turnaround strategies, and enhance overall business performance.

Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services across 40 states. Established in 1997, Wealth Enhancement Group currently has over 10,000 households that entrust them with $4.7 billion in assets as of 3/31/15. Wealth Enhancement Group specializes in providing retail mass affluent and affluent clients with the comprehensive expertise and resources that are typically available only to large institutional investors and the ultra-wealthy. Wealth Enhancement Group uses a team approach with a focus on fostering long-term client relationships and has 13 offices throughout Minnesota, Iowa and Illinois.

The RidgeWorth Funds family provides investors with a range of equity funds, bond funds and asset allocation funds. We believe that the best equity funds and best bond funds are those that have managers who remain true to their investment disciplines over the long term. The best equity funds and best bond funds for investors may not be the ones with the highest absolute performance, but rather, the funds that perform the way they are supposed to perform in different market environments, and contribute to a well-diversified portfolio. Take a look at the funds we have to offer, which may help you build a well-diversified portfolio.

Alegeus is the market leader in consumer directed healthcare solutions supporting 40% of the CDH benefit accounts in the market.

Paradigm is a provider of medical case management services specializing in complex and catastrophic injuries and diagnoses. The company focuses on acute and ongoing case management for conditions such as traumatic brain injuries, spinal cord injuries, multiple traumas, amputations, burns, and chronic pain. Paradigm employs a unique and comprehensive methodology that brings together nationally recognized doctors, nurses, and specialists to enhance medical outcomes for individuals with these challenging conditions. By effectively managing these volatile and costly cases, Paradigm aims to improve the quality of life for its clients while also reducing overall costs associated with workers' compensation.

Cascade Bancorp operates as the bank holding company for Bank of the Cascades.

Higher One Holdings, Inc. specializes in technology-based payment processing and refund disbursement services tailored for higher education institutions and their students in the United States. Founded in 2000 and headquartered in New Haven, Connecticut, the company offers a comprehensive suite of solutions, including online payment acceptance, automated billing, and personalized tuition payment plans. It also provides tools for managing event registrations and donations, as well as cashiering services for campus departments. Additionally, Higher One facilitates Refund Management services, distributing student refunds and employee payroll payments, and offers OneAccounts, which are FDIC-insured online checking accounts for students and faculty. As of August 2016, Higher One operates as a subsidiary of Blackboard Inc., expanding its reach and capabilities within the higher education sector.

ARGUS Software provides real estate software and services. The Company offers property management and valuation software products that allows customers to manage the financial and operational performance of their real estate portfolios. Realm Business Solutions serves customers worldwide.

BakerCorp Inc. specializes in providing liquid management solution rental services across the United States, Canada, and Europe. Established in 1942 and based in Seal Beach, California, the company offers a range of integrated and custom-designed liquid management systems. Its product offerings include various types of tanks—such as storage, coil, mix, separation, filtration, double wall, and buffer tanks—as well as diverse pump solutions, filtration systems, and electrocoagulation solutions. BakerCorp also provides on-site services and specialty media, catering to multiple industries including oil and gas, pipeline, refinery, construction, environmental remediation, and municipal sectors. The company, which was formerly known as Baker Tanks, Inc., has evolved into a leader in the rental of tank, pump, filtration, and shoring equipment.

The NAU Group is a prominent provider of crop insurance services, primarily operating in the Midwestern United States and California. Founded by the Deal family, the company has played a significant role in enhancing the financial security of the agricultural sector since the early 1980s, when they facilitated a partnership between the government and private sector. NAU Group specializes in the federally-sponsored Multiple Peril Crop Insurance program and is recognized for delivering exceptional customer service to agents and farmers. With a workforce of over 600 employees and a network of more than 1,600 independent agents, the company is licensed in 47 states and maintains a strong presence in the insurance market. As a leader in innovative technology, NAU Group aims to provide the financial stability necessary for farmers to manage risks effectively, ensuring their security both now and in the future.

The Ripon Cogeneration Facility, located near San Francisco in Ripon, California, has been in operation since 1988 and has a generation capacity of 51 megawatts. It has a power purchase agreement to 2018 with Pacific Gas & Electric Company, the principal utility operating subsidiary of PG&E Corp, the largest electric utility in California.

For over 50 years, Telmar has provided products and services that help maintain and grow communications networks for OEMs, service providers and enterprises around the world. Telmar is an iQor company, and a part of iQor's Aftermarket Services Group which provides repair and reverse logistics of consumer electronics, computers, mobile devices, set top boxes, medical devices, network infrastructure and more. Telmar’s wireless, wireline, data and enterprise solutions include multi-vendor repair to OEM specifications, spare parts management, reverse logistics, legacy product development and enhancements, as well as certified pre-owned and new products. Our subsidiary, TEL-NT, provides multi-vendor repair at its world-class repair facilities in Valinhos, Brazil, in addition to other services for carriers in Latin America and the Caribbean. What sets Telmar apart from our competitors is our multi-vendor repair capabilities, quick and reliable service delivery, commitment to quality in our products and services, advisory board, and environmental responsibility regarding reuse and recycling. A global organization headquartered in Plano, Texas, Telmar has facilities throughout North America, Europe, Asia, and Central and Latin America. Our facilities in North America, India, and Malaysia have achieved TL 9000 certification.

DeepGreen Bank is a federal savings bank that offers online banking and financial services.

Maxxim Medical (www.maxximmedical.com) is a major diversified manufacturer, assembler and marketer of specialty medical and surgical products, including custom and standard procedure trays, single use drapes and gowns, medical and surgical gloves, vascular access and critical care products. Selling primarily to acute care hospitals, surgery centers and alternate care facilities, Maxxim has five plants in the United States and one in the Dominican Republic. U.S. plants are located in Athens, TX; Clearwater and Oldsmar, FL; Columbus, MS; and Honea Path, SC.

Studio Systems operates an online entertainment industry database and offers information services to the entertainment and media industries on a subscription basis. It offers Studio System, an online information system that allows retrieval of television and film information, including talent, representation, below and above the line credits, projects in various stages of development, contact information, box office, and ratings. The system also provides reports such as client rosters, literary sales, and location start/wrap dates. It offers its information system for international publicity, agency, production, film commission, studio, distributor, and third party vendor clients. It also offers ScriptLog, a script management system to manage the story department; and In Hollywood, which provides film industry professionals with information on films in development, relevant contact information, and the production scenes. In addition, it develops tools that facilitate entertainment companies to manage internal research. Based in Santa Monica, California, Studio Systems, Inc. operates as a subsidiary of The New York Times Company.