ORIX USA

Keap is a software company that specializes in sales and marketing automation solutions tailored for small businesses. Founded in 2001 and based in Chandler, Arizona, Keap offers a comprehensive platform that includes contact management, client management, customer resource management (CRM), email marketing, task management, and e-commerce services. This platform enables users to streamline operations, enhance customer relationships, and automate various business processes, including invoicing and billing. Keap also provides training and support services to help businesses maximize the effectiveness of their software. The company, which was formerly known as Infusionsoft, Inc., rebranded to Keap in January 2019 and has additional offices in Atlanta, San Francisco, Welwyn Garden City in the United Kingdom, and Sydney in Australia.

Lancaster Pollard Holdings, LLC is a financing advisory firm founded in 1988 and headquartered in Columbus, Ohio. The company specializes in providing financial advice and innovative financing solutions to healthcare, senior living, and housing providers, helping them enhance and expand their services. Lancaster Pollard offers a comprehensive range of services, including investment banking, mortgage banking, private equity, balance sheet financing, and mergers and acquisitions advisory. The firm is recognized for its expertise in underwriting tax-exempt and taxable securities, USDA-guaranteed loans, and FHA mortgage insurance. With regional offices in several major cities across the United States, Lancaster Pollard has established a strong presence in the market and is known for delivering sound financial advice and cost-effective financing options. It has been a subsidiary of ORIX USA Corporation since its acquisition in September 2017.

Stord develops a cloud-based software platform for managing warehousing and distribution services. Its platform enables clients to oversee product flow across multiple warehouses on one dashboard, facilitating on-demand scaling and optimizing inventory and orders globally.