Lightyear Capital

King Insurance is a full-service insurance brokerage firm that provides a variety of property & casualty as well as employee benefits solutions.

CuraLinc Healthcare specializes in transformative mental health care, offering personalized advocacy and support through employee assistance programs, text therapy, digital cognitive behavioral therapy, student assistance programs, and wellness initiatives.

AmpliFI Loyalty Solutions, LLC is a provider of customizable loyalty program solutions for financial institutions, specifically targeting middle-market banks and credit unions. With over 20 years of experience in managing loyalty programs, the company offers a range of services, including its Loyalty Engagement ampliFIcation Platform (LEAP), fuel redemption, gamification, and marketing consultation. AmpliFI's offerings also encompass branding, website development, omnichannel redemption capabilities, and data analytics, enabling clients to implement tailored rewards programs for their customers. Based in Naperville, Illinois, AmpliFI supports approximately 1,200 loyalty programs across the United States, leveraging its integrated card-linked, merchant-funded network to enhance customer engagement and program effectiveness.

Prime Pensions is an independent provider of retirement plan services focused on small and medium-sized enterprises. The company specializes in recordkeeping, compliance, consulting, and actuarial services related to retirement plans. It offers expertise in plan design and implementation, annual administration, and ensures that clients adhere to regulations set by the Department of Labor and the IRS. Through its comprehensive services, Prime Pensions aims to help businesses efficiently manage their retirement plans while maintaining compliance with relevant regulatory requirements.

Inszone Insurance Services is a full-service insurance brokerage firm that caters to both individual and commercial clients. The company provides a comprehensive range of insurance products, including vehicle insurance, home insurance, umbrella insurance, group health insurance, and commercial property insurance. By offering tailored plans and policies, Inszone aims to meet the unique personal and professional needs of its clients. The firm is dedicated to delivering effective insurance solutions that enhance the financial security and well-being of its customers.

PracticeTek is a company focused on advancing healthcare through technology. Established by a group of investors and entrepreneurs, it specializes in providing investment and financing to software developers within the healthcare sector. The company targets middle-market, retail-healthcare software-as-a-service (SaaS) firms that create essential tools for medical and dental practices. These tools include practice management systems, electronic health records, appointment scheduling, patient intake forms, communications, and electronic payment processing. By supporting these companies, PracticeTek aims to help entrepreneurs enhance their business operations, foster collaboration, and ultimately improve patient care in the healthcare landscape.

Schellman is a leading provider of attestation and compliance services. They are a globally licensed PCI Qualified Security Assessor, an ISO Certification Body, a HITRUST CSF Assessor, and a FedRAMP 3PAO. Renowned for expertise tempered by practical experience, their professionals provide superior client service balanced by steadfast independence. Their approach builds successful, long-term relationships and allows their clients to achieve multiple compliance objectives through a single project team.

Wren Sterling Financial Planning is a Nottingham-based financial planning and advisory firm that serves private and corporate clients with investment, retirement planning, financial protection, estate planning, tax planning, and mortgage services. The firm emphasizes long-term client relationships and tailored guidance across savings and investments, retirement goals, and related financial needs, aiming to provide comprehensive financial planning and ongoing support.

Allworth Financial is an independent investment advisory firm focused on providing comprehensive financial and retirement planning services. The firm specializes in retirement planning, investment advising, and 401(k) management, employing a direct approach to assist clients in achieving their financial goals. Allworth Financial offers both long- and short-term investment planning solutions, equipping clients with the knowledge and strategies necessary to navigate their financial futures confidently. The firm's mission is to help individuals plan strategically for retirement, alleviating concerns about financial stability and longevity.

ProfitSolv delivers integrated billing, payment, and practice‑management tools for legal, accounting, and other professional services firms, including consulting, architecture, and engineering. The platform consolidates invoicing, payment processing, and workflow management into a single solution, helping firms streamline operations, improve productivity, and increase revenue.

Blackline Safety Corp. is a global leader in connected safety technology, specializing in the development, manufacture, and marketing of products and services designed to enhance worker safety. Based in Calgary, Canada, the company offers a range of wearable safety devices, such as the G7c and G7x, which cater to both indoor and remote locations. Blackline's solutions include gas detection cartridges, portable monitoring stations, safety applications, and a cloud-hosted safety monitoring portal. The company serves various industries, including utilities, oil and gas, healthcare, and manufacturing, providing essential services that ensure compliance and improve safety outcomes. With a commitment to real-time safety insights, Blackline Safety has reported over 161 billion data points and initiated millions of emergency responses, underscoring its role in supporting organizations to protect their workforce and enhance operational efficiency. Founded in 2004, the company was formerly known as Blackline GPS Corp. before rebranding in 2015.

Maroon.ai is a Philadelphia-based company that develops a predictive analytics platform designed for B2B companies. Founded in 2016, Maroon.ai offers a SaaS solution that integrates seamlessly into existing business processes to provide deep, data-driven insights about prospective customers and competitors. The platform leverages massive commercial datasets, including over 80 million records with daily updates, to help businesses qualify prospects efficiently and generate high-quality leads. By enriching CRM and SFA data, Maroon.ai enables companies to engage more effectively with their target audience.

Founded in 2006, HealthPlanOne is an online health insurance marketplace serving individuals, families, small groups, and Medicare recipients. It facilitates informed decisions about health insurance through its platform, offering online and offline sales support and customer service around the clock.

Lendmark Financial Services is a consumer finance company that provides direct and indirect personal loans, automobile loans, debt consolidation loans, and merchant retail sales financing services. It serves borrowers with a range of needs, including personal projects, vehicle purchases, and debt consolidation, and offers financing options for retail purchases through partner merchants. Founded in 1996 and based in Lawrenceville, Georgia, the company focuses on accessible lending solutions tailored to individual credit profiles.

Lighthouse is a prominent full-service eDiscovery provider that caters to Fortune 100 companies and Am Law 100 law firms across the United States. With over 19 years of experience, the company specializes in managing the complexities of enterprise data for compliance and legal teams. Lighthouse offers a range of services, including consulting and data analysis, aimed at enhancing eDiscovery workflows while significantly reducing clients’ overall discovery costs. Their focus on collaboration and innovation enables clients to effectively identify and mitigate risks associated with current and future litigation.

Founded in 2011, Engage PEO specializes in providing comprehensive HR solutions to small and mid-sized businesses nationwide. Its services include payroll processing, tax administration, workers' compensation, risk management, employee compliance, and benefits administration, ensuring clients stay compliant with regulations and enhancing their competitive advantage.

AmpliFI Loyalty Solutions, LLC is a provider of customizable loyalty program solutions for financial institutions, specifically targeting middle-market banks and credit unions. With over 20 years of experience in managing loyalty programs, the company offers a range of services, including its Loyalty Engagement ampliFIcation Platform (LEAP), fuel redemption, gamification, and marketing consultation. AmpliFI's offerings also encompass branding, website development, omnichannel redemption capabilities, and data analytics, enabling clients to implement tailored rewards programs for their customers. Based in Naperville, Illinois, AmpliFI supports approximately 1,200 loyalty programs across the United States, leveraging its integrated card-linked, merchant-funded network to enhance customer engagement and program effectiveness.

Therapy Brands specializes in mental and behavioral health software solutions. Headquartered in Birmingham, Alabama, the company equips practitioners with integrated practice management and electronic health record systems to enhance patient care and improve outcomes for mental health, substance use recovery, applied behavior analysis, and rehabilitation populations.

HPM Partners is an award-winning investment and wealth management firm that provides customized financial advice to individuals, families, businesses, employees, and nonprofit organizations. Their services are tailored to meet the unique financial needs of each client, helping them achieve their financial goals and secure their financial future. With a focus on personalized and comprehensive financial planning, HPM Partners aims to build long-term relationships with their clients based on trust, transparency, and exceptional service.

Datalot Inc. specializes in mobile and web marketing technology solutions tailored for the insurance industry. Established in 2008 and headquartered in Brooklyn, New York, the company has developed a comprehensive pay-per-call advertising marketplace that facilitates live phone interactions between insurance carriers, agents, and transaction-ready consumers. Datalot's platform provides digital marketing and analytics solutions designed to scale insurance policy sales, effectively converting prospects into customers through customized campaigns and analytics-driven consumer routing. Additionally, it offers tools for managing agent presence and ensuring regulatory compliance, thereby enhancing the overall efficiency of the sales process within the insurance sector.

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 is a prominent manufacturer of drilling and well servicing equipment, established in 1972 and headquartered in Nisku, Canada. 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 harsh environments, including arctic, desert, and tropical regions. In addition to its core offerings, the company has recently diversified into custom steel fabrication for civil and industrial projects, providing high-quality structural steel fabrication and modular unit supports. Hyduke has also ventured into tank manufacturing, supported by a skilled team experienced in tank engineering, manufacturing, and field installations.

Ygrene Energy Fund is a prominent provider of financing services focused on energy efficiency and resiliency projects for residential, multifamily, and commercial markets. Established in 2010, Ygrene has developed a Property Assessed Clean Energy (PACE) program that simplifies the process for property owners to invest in improvements that promote sustainability and environmental health. The company offers accessible financing options that require no upfront payments, allowing property owners to undertake projects related to energy efficiency, renewable energy, water conservation, and storm protection. Ygrene has successfully funded over 125,000 projects, totaling more than $3.2 billion, fostering job creation and economic investment in local communities. While PACE programs are supported by state legislation and require local government approval, Ygrene operates independently of government funding. The company has maintained a steady pace of innovation and growth, consistently completing multiple securitizations each year to further its mission.

Advisor Group is one of the largest independent broker-dealer networks in the United States, consisting of four key broker-dealers: FSC Securities Corporation, Royal Alliance Associates, SagePoint Financial, and Woodbury Financial Services. With a network of over 5,000 affiliated advisors, Advisor Group promotes a culture of entrepreneurship and independence. The company's structure enables it to allocate significant resources across its network, providing advisors with access to advanced technologies, personalized service, and comprehensive operational support. This unique combination allows advisors to benefit from the advantages of a large firm while maintaining the personalized touch of a smaller organization. Advisor Group is well-positioned to address the evolving challenges and opportunities in the financial services industry.

Pathlight Capital, LLC, established in 2012 and headquartered in Hingham, Massachusetts, is a commercial finance company specializing in providing tailored financing solutions to businesses across various industries, with a particular focus on the consumer and retail sector. The company offers secured loans, including first and second lien financing, against both tangible and intangible assets, as well as enterprise value and mezzanine financing options. These solutions cater to a range of corporate needs, such as funding growth, acquisitions, debt refinancing, or restructurings.

Wealth Enhancement Group is a financial services firm that specializes in providing customized financial planning and investment management solutions. The company aims to simplify the financial lives of its clients, particularly large institutional and high-net-worth investors, by offering a comprehensive range of services that includes investment management, tax strategies, insurance, and estate planning. By merging superior investment management with behavioral finance principles, Wealth Enhancement Group helps clients make informed decisions while alleviating the stress associated with managing multiple financial relationships. The firm's focus on personalized service allows clients to navigate complex financial landscapes with greater confidence and clarity.

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 Technologies, LLC specializes in healthcare and benefit payment solutions. It offers a comprehensive suite of services, including administration of various benefit accounts such as flexible spending, health savings, and transit accounts, along with health reimbursement and voluntary employee beneficiary association plans. The company also provides benefit card processing, participant online and mobile account access, customer service outsourcing, and wellness programs. Alegeus serves health insurance plans, third-party administrators, financial institutions, and other related entities. As the market leader, it supports 40% of consumer-directed healthcare benefit accounts. Founded in 2012, Alegeus is headquartered in Waltham, Massachusetts, with operations in Texas, Florida, and Wisconsin.

Paradigm is a provider of medical case management services that focuses on improving the lives of individuals with complex and catastrophic injuries, such as traumatic brain injuries, spinal cord injuries, multiple traumas, amputations, burns, and chronic pain. The company employs a unique and comprehensive methodology to manage these challenging cases, which often involve high costs and significant volatility. By collaborating with nationally recognized doctors, nurses, and specialists, Paradigm aims to enhance medical outcomes while simultaneously lowering overall costs for its clients in the workers' compensation sector. Their approach is designed to deliver both clinical excellence and financial efficiency in the management of severe injuries and complex diagnoses.

Clarion Partners is a New York-based investment adviser that specializes in real estate investment management. Established in 1982, the firm has built a reputation as a leading provider of long-term real estate solutions, catering to a diverse range of more than 200 domestic and international institutional investors. Clarion Partners employs a variety of real estate strategies that span the risk/return spectrum, allowing it to effectively manage approximately $40 billion in assets. The firm operates additional offices in key cities including Atlanta, Boston, Dallas, London, Los Angeles, São Paulo, Seattle, and Washington, DC, ensuring a broad geographical reach and expertise in the real estate market. As a Registered Investment Adviser, Clarion Partners is committed to delivering tailored investment strategies that align with the goals of its clients.

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

Higher One, established in 2000 and headquartered in New Haven, Connecticut, specializes in streamlining financial transactions within the higher education sector. The company offers a suite of technology-based services, including online payment processing, refund disbursement, and tuition payment plans, catering to both institutions and their students. Additionally, Higher One facilitates campus-wide transactions such as event registrations, merchandise sales, and payroll distributions.

ARGUS Software is a provider of software solutions specifically designed for the commercial real estate sector. The company offers a range of products, including property management and valuation software, that enable clients to effectively manage the financial and operational aspects of their real estate portfolios. Its offerings include the ARGUS Appraisal Reporting Solution, ARGUS Asset Management, ARGUS Developer, ARGUS Development Budget, and ARGUS Enterprise. Serving customers worldwide, ARGUS Software caters to a diverse clientele that includes real estate companies, property owners, managers, financial institutions, brokerages, and real estate investment trusts (REITs).

BakerCorp Inc. is a leading provider of liquid management solution rental services in the United States, Canada, and Europe. Founded in 1942 and based in Seal Beach, California, the company specializes in leasing integrated, custom-designed liquid management systems. Its offerings include a variety of tanks, such as storage, coil, mix, separation and filtration, double wall, and buffer tanks, as well as a range of pump solutions, including air-operated diaphragm, diesel-centrifugal, and electric eccentric screw pumps. Additionally, BakerCorp provides filtration and electrocoagulation solutions, on-site services, specialty media, and ancillary equipment. The company serves multiple industries, including oil and gas, pipeline, refinery, construction, environmental remediation, and municipal sectors, and operates as a subsidiary of BakerCorp International, Inc. BakerCorp was formerly known as Baker Tanks, Inc. until its name change in March 2007.

The NAU Group, founded by the Deal family, specializes in crop insurance services primarily in the Midwestern United States and California. Established with a vision to enhance financial security for farmers, the company has played a pivotal role in the evolution of crop insurance as a key risk management tool for American agriculture. Known for its exceptional customer service, The NAU Group operates through a network of over 1,600 independent agents and maintains 10 offices across the nation. The company is licensed in 47 states and employs more than 600 staff members, both in the field and at its offices. As a leader in innovative technology within the crop insurance sector, The NAU Group is dedicated to providing the financial strength necessary for the security of its customers in today's insurance landscape. The company is part of QBE Insurance Group Limited, recognized as one of the top insurers and reinsurers globally.

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.

Telmar Network Technology is a global provider of telecommunications and networking solutions, specializing in the maintenance and expansion of communication networks for original equipment manufacturers (OEMs), service providers, and enterprises. With over 50 years of experience, the company offers a range of products and services, including wireline and wireless equipment, multi-vendor repair, spare parts management, and legacy product development. Telmar's subsidiary, TEL-NT, operates state-of-the-art repair facilities in Valinhos, Brazil, supporting carriers in Latin America and the Caribbean. The company distinguishes itself through its comprehensive multi-vendor repair capabilities, quick service delivery, and a commitment to quality and environmental responsibility. Headquartered in Plano, Texas, Telmar has a global presence with facilities across North America, Europe, Asia, and Central and Latin America, with several locations achieving 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.

Collegiate Funding Services are vertically integrated education finance company that markets, originates, finances and services education loans. They market education loans primarily through direct-to-consumer programs, which involves marketing campaigns where we acquire customers through direct contact with their Company, including targeted direct mail, telemarketing and the Internet.

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.