Reverence Capital Partners

New York Community Bancorp, Inc. is a bank holding company that operates primarily through its subsidiaries, New York Community Bank and New York Commercial Bank. Established in 1859 and headquartered in Westbury, New York, the company provides a wide range of banking products and services across Metro New York, New Jersey, Ohio, Florida, and Arizona. Its offerings include various deposit products such as checking accounts, savings accounts, and certificates of deposit, alongside a diverse suite of loans, including multi-family mortgages, commercial real estate loans, and consumer loans. Additionally, it provides insurance products, annuities, mutual funds, and cash management services. The company serves individuals, small and mid-sized businesses, and professional associations through a network of 241 community bank branches and 348 ATMs. Known for its focus on multi-family mortgage lending, particularly for apartment buildings with below-market rents, New York Community Bancorp emphasizes accessible banking solutions for its customers.

Signature Estate & Investment Advisors, LLC is an employee-owned investment management firm founded in 1997 and headquartered in Los Angeles, California, with additional offices across several states, including Texas, Virginia, and New York. The firm specializes in providing tailored investment management and financial planning services to a diverse clientele, including high-net-worth individuals, institutions, corporations, and charitable organizations. Its offerings encompass a range of services such as risk management, tax planning, trust and estate planning, and business advisory services. Signature Estate & Investment Advisors is committed to conducting in-house research to inform its investment strategies, allowing for the management of customized equity and fixed income portfolios that align with the unique financial needs of its clients.

CAIS is a financial technology platform designed to connect independent financial advisors with a diverse range of alternative investment products. Founded in 2009 by Jeremy Norton and Matt Brown in New York, the platform provides access to specialized investment options such as hedge funds, private equity, private credit, real estate, structured notes, and digital assets. By offering streamlined execution and a growing array of investment funds, CAIS enables financial advisors to seize opportunities and enhance client outcomes in a dynamic market environment. The company also includes independent due diligence services provided by Mercer to support informed decision-making. As a member of the NFA, CAIS ensures compliance and regulatory integrity in its operations.

Ministry Brands LLC is a provider of software-as-a-service (SaaS) solutions specifically designed for churches, ministries, and faith-based organizations across North America. Founded in 2012 and headquartered in Lenoir City, Tennessee, the company offers a comprehensive suite of services that includes church management, online giving, mass communication, background screening, financial accounting, and website development. By leveraging cloud-based technology, Ministry Brands aims to enhance operational efficiency and digital engagement for over 55,000 client organizations, helping them thrive in a rapidly evolving digital landscape. The company's team comprises individuals with a strong commitment to their faith, including worship leaders and volunteers, who are dedicated to supporting the mission of their clients.

Obra Capital is a financial company that offers a range of services, including credit, insurance, consulting, wealth management, and asset management. It specializes in insurance-linked strategies, particularly focusing on longevity-contingent risk. Through a fundamental, bottom-up approach, Obra Capital analyzes investment opportunities to generate absolute and risk-adjusted returns. The company provides insights into longevity-based assets, which can be evaluated, analyzed, and priced when aggregated into diversified pools, helping clients make informed decisions in the asset management landscape.

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.

Voya Financial is a financial services company that offers a range of retirement, investment, and insurance solutions tailored to meet the needs of individuals and organizations in the United States. Its offerings include tax savings plans, individual retirement accounts, group life insurance, and various employee benefits products. The company operates through three main segments: Wealth Solutions, Investment Management, and Health Solutions, with the Wealth Solutions segment accounting for approximately half of its revenue. By focusing on securing assets and providing comprehensive financial strategies, Voya Financial aims to enhance the financial well-being of its clients.

CardWorks, Inc. is a consumer finance lender and servicer that specializes in providing third-party services for consumer credit cards. Founded in 1987 and headquartered in Woodbury, New York, the company also has offices in Pittsburgh, Pennsylvania, and Lake Mary and Orlando, Florida. CardWorks offers a range of payment processing solutions and servicing operations for financial institutions and nontraditional card issuers in the United States and Canada. Its services encompass traditional card products, including virtual and prepaid cards, as well as backup servicing, portfolio management, and operational due diligence. By leveraging data and technology, CardWorks aims to support lenders and investors in understanding consumer asset performance and managing operational risks effectively.

Kabbage, Inc. is a financial technology company that provides small businesses with automated access to funding through its online lending platform. Founded in 2008 and headquartered in Atlanta, Georgia, Kabbage simplifies the loan application process, allowing businesses to apply online and receive approval in minutes. The platform leverages various data sources, including revenue, accounting, and business transactions, to assess a company's financial health and determine appropriate credit lines, which can reach up to $250,000. Kabbage also offers a mobile application that enables users to manage their accounts and withdraw funds conveniently. In addition, the Kabbage Card allows businesses to make purchases directly from their credit lines at point-of-sale locations. Over the years, Kabbage has expanded its services to support both online and brick-and-mortar businesses and has gained recognition for its innovation in the lending industry.