Enhanced Capital Partners, founded in 1999 and headquartered in New York City, is a national investment firm specializing in equity and debt investments in small and mid-sized companies across the United States. With over $400 million under management, the firm focuses on various sectors, including healthcare technology, renewable energy, and affordable housing projects. Enhanced Capital employs a flexible investment approach that includes offering tax credits, tax credit lending, and impact lending to foster the growth and expansion of businesses. The firm manages multiple funds that primarily target the lower middle market, utilizing federal and state incentive programs along with public policy investment strategies to maximize growth potential and support rapid development for its portfolio companies.

Advantage Capital is a venture capital firm founded in 1992 and based in New Orleans, Louisiana, with additional offices across the United States. The firm specializes in growth equity, lending, and mezzanine debt capital investments, primarily targeting small businesses at various stages of development, from early to later stages, excluding seed investments. Advantage Capital focuses on investing in low-income communities, both urban and rural, and supports state and local economic development initiatives. It seeks opportunities in sectors such as communication, information technology, telecommunications, business services, manufacturing, pharmaceuticals, biotechnology, life sciences, and energy, while also considering investments in rural agricultural businesses. The firm typically makes initial investments ranging from $0.5 million to $10 million in companies with sales of less than $5 million, with potential for larger investments based on milestones. Advantage Capital also provides various forms of debt capital and prefers co-investing with other firms. The firm is committed to addressing the financing needs of underserved areas and fostering economic growth in communities lacking traditional sources of risk capital.

Cadence Bank is a regional banking institution based in Tupelo, Mississippi, with over $6.7 billion in assets. It operates more than 95 branches across Alabama, Florida, Mississippi, Georgia, Tennessee, and Texas. The bank offers a range of commercial banking and financial services tailored to individuals and small-to-medium-sized businesses. In addition to traditional banking, Cadence Bank provides wealth management services, including investment brokerage, personal trust, estate planning, and retirement accounts. The bank also has an insurance agency subsidiary that sells various insurance products. Committed to customer service, Cadence Bank emphasizes building strong relationships with clients and enhancing community development through its operations.

The Federal Home Loan Bank of Dallas is a member-owned cooperative that provides credit products and financial services to support housing and economic development in its member institutions across Arkansas, Louisiana, Mississippi, New Mexico, and Texas. By offering various financial tools, the bank enables its members to deliver essential financial products that fund housing, small businesses, rural development, and agriculture. Additionally, the bank focuses on specialized community investment, along with affordable housing loan and grant programs, aimed at financing community redevelopment and enhancing affordable housing opportunities in the regions it serves.

Churchill Downs is a prominent horse racing facility located in Louisville, Kentucky, known for hosting the Kentucky Derby and Kentucky Oaks, which are central events in its live racing calendar. Established in 1875, the racetrack features the iconic Twin Spires and has undergone significant enhancements, including the addition of luxury suites, permanent lighting for night racing, and a new racetrack. The company, Churchill Downs Incorporated, also operates various gaming and wagering businesses, including casinos and online platforms such as TwinSpires, which provides online horse racing and sports betting services. In addition to its flagship racetrack, Churchill Downs has expanded its operations to include multiple racetracks and casinos across several states, diversifying its offerings in the gaming entertainment industry.

Southern Motion is a manufacturer based in Pontotoc, Mississippi, specializing in upholstered motion furniture. The company offers a diverse range of products, including motion sofas, recliners, accent chairs, lift recliners, and home entertainment furniture, all designed to provide comfort and functionality through adjustable seating mechanisms. Southern Motion is recognized for its commitment to high-quality standards, original styling, and rapid delivery times. Additionally, the company features one of the industry's most comprehensive special order programs, allowing customers to customize their furniture to meet specific preferences and needs.

Stonehenge Capital is a national specialty finance firm established in 1999, focusing on private equity, mezzanine investments, and tax credit finance. Based in Baton Rouge, Louisiana, with additional offices in New Orleans and other states, the firm primarily invests in small businesses and community service non-profits located in distressed areas across the United States. Stonehenge Capital aims to provide long-term capital through various financial structures, including equity, mezzanine, and debt financing, targeting sectors such as technology, healthcare, energy services, and community development. The firm's mission includes fostering positive impacts in local minority communities while managing multiple distinct investment funds with substantial capital resources.

BankFirst Financial Services, based in Columbus, Mississippi, operates as a bank holding company providing a range of banking and financial services to individuals and businesses across the United States. Established in 1888, it offers various deposit products such as checking, savings, and money market accounts, along with a diverse array of loan options, including home mortgages and personal and business loans. The company also specializes in wealth management and provides services like debit and credit cards, online banking, mobile banking, and remote deposit capture. BankFirst maintains 21 branch locations in Mississippi and Alabama, reinforcing its commitment as a Community Development Financial Institution since 2010. The organization aims to be a leading, community-focused independent bank in its operational markets.

Renasant Corporation is a bank holding company based in Tupelo, Mississippi, that operates Renasant Bank, which provides a wide range of financial services across Mississippi, Tennessee, Alabama, and Georgia. Established in 1904, Renasant Bank offers personal banking services such as checking and savings accounts, personal loans, and wealth management, as well as retirement planning and credit services. For businesses, it provides checking accounts, treasury management, various loan options including SBA loans, and business insurance services. Additionally, Renasant Insurance, a wholly owned subsidiary, delivers insurance products. The company features automated teller machines throughout its service areas and offers online and mobile banking for convenient, round-the-clock access to banking services. Renasant Corporation further expanded its footprint through a merger with First M&F Corporation in 2013.

Meritus Ventures, L.P. is a venture capital firm established in 2002 and headquartered in London, Kentucky, with an additional office in Knoxville, Tennessee. The firm specializes in making equity investments in private, expansion-stage companies, focusing primarily on rural areas in Central and Southern Appalachia, including states such as Ohio, West Virginia, Virginia, North Carolina, and Tennessee. Meritus Ventures invests between $0.25 million and $2.5 million in each portfolio company, typically over multiple rounds, and prefers equity investments in preferred stocks. The firm is particularly interested in sectors such as manufacturing, technology, and software, though it maintains a broad industry focus. Meritus seeks active involvement in its investments, offering operational assistance and mentoring, often funded through grants from the USDA/SBA. The firm generally holds investments for three to five years, planning to exit through methods such as sales, mergers, management buyouts, or initial public offerings.

Jones Capital is a private investment firm established in 2018, based in Houston, Texas. The company focuses on control equity investments in established middle-market U.S. companies, specifically those generating over $2 million in EBITDA and seeking growth-oriented partnerships. With a heritage dating back to the founding of Jones Lumber Company in 1949, Jones Capital has diversified its investments across various sectors, including transportation and logistics, forest products, industrial services, equipment rental, recycling, and business services. The firm emphasizes collaboration with partners and management teams that align with its core values of integrity, passion, unity, sustainability, and humility.

EcoSouth, headquartered in Mobile, Alabama, is a prominent regional provider of non-hazardous waste hauling and disposal services tailored for commercial and industrial waste generators. The company services areas around Mobile and Birmingham, Alabama, as well as Hattiesburg, Mississippi, and operates landfills in Mobile, Alabama, and Santa Rosa County, Florida. EcoSouth specializes in managing challenging non-hazardous liquid and solid waste, including industrial, construction, and demolition waste. The company owns and operates a fleet of collection vehicles and a non-hazardous landfill, enabling it to effectively address the waste disposal needs of its clients.

Local Initiatives Support Corporation (LISC) is an independent non-profit foundation based in New York, established in 1979. The organization focuses on transforming distressed neighborhoods into healthy and sustainable communities by providing a range of services, including loans, grants, equity investments, and technical assistance. LISC supports local community development organizations through management assistance and policy advocacy. Its strategic plan, Building Sustainable Communities, aims to create environments that are conducive to work, business, and family life. In addition to financial support, LISC offers professional development through workshops and conferences, and it maintains a web portal that provides access to research, publications, and resources related to community development. The foundation operates in several locations across the United States, including Washington, D.C., Baton Rouge, Mississippi, Philadelphia, Florida, and Texas.

Route 2 Capital Partners is a private equity firm founded in 2017 and headquartered in Greenville, South Carolina, with an additional office in Charleston. The firm specializes in providing both debt and equity investments to lower middle market companies primarily located in the southern United States. It targets investments ranging from $3 million to $5 million in businesses with an EBITDA between $2 million and $10 million and annual revenues of at least $10 million. Route 2 Capital Partners focuses on sectors such as business services, healthcare services, niche manufacturing, and specialty distribution, aiming to support growth through acquisitions, buyouts, and recapitalizations.

Valor Ventures is a venture capital firm based in Atlanta, Georgia, founded in 2015. The firm specializes in investing in early-stage and seed-stage companies, primarily those led by female founders, across various sectors including consumer technology, software, fintech, platform software, and healthcare technology. It focuses on companies located in the United States, with a particular emphasis on the East Coast, Southeast, and Atlanta region. Valor Ventures typically invests between $1 million and $2 million in companies that have achieved minimum revenues of $250,000. The firm is committed to supporting underrepresented founders, with over 70% of its portfolio consisting of such leadership. Additionally, Valor Ventures organizes Startup Runway, the largest pitch event for underrepresented founders in the country, which operates as a 501c3 Foundation.

Carousel Capital is a private investment firm based in Charlotte, North Carolina, founded in 1996. The firm specializes in mid-market investments, focusing on companies in the business services, consumer products and services, and healthcare services sectors, primarily in the Southeastern United States. Carousel Capital partners with management teams to foster the growth of businesses, aiming to build firms with national and global reach. The firm manages a buyout fund that targets investments in 8 to 12 businesses with a minimum EBITDA of $3 million, typically over a 3 to 5-year horizon. Its investor base includes institutional investors and a network of over one hundred current and former corporate Chief Executive Officers, who contribute to opportunity sourcing and provide valuable sector insights and strategic support.

Ironwood Capital is a private equity and venture capital firm based in Avon, Connecticut, specializing in providing non-control growth capital to middle-market businesses across North America. The firm targets investments in the form of subordinated debt and preferred stock, typically ranging from $2 million to $25 million, focusing on companies with annual revenues between $20 million and $200 million and EBITDA of $3 million to $15 million. It invests across a variety of sectors including healthcare, consumer products, information technology, and manufacturing, with a preference for businesses located east of the Mississippi River. Ironwood Capital emphasizes supporting companies in growth financings, recapitalizations, and generational transitions while maintaining a non-controlling stake. The firm also has a particular interest in businesses in low- to moderate-income areas and those that are women or minority-owned. Founded in 1985, Ironwood Capital aims to exit its investments within three to five years and operates additional offices in Boston, Massachusetts, and Birmingham, Alabama.

Circadence Corporation specializes in optimizing and managing network infrastructure and is recognized for its innovative cybersecurity solutions. The company offers a range of products, including the MVO 1200 WAN Optimization suite, which enhances application performance and user experience. Its MVO appliances facilitate the management of remote network connections, while the virtual MVO supports various installation environments with load balancing capabilities. Additionally, Circadence provides cybersecurity training and immersive cyber range solutions that simulate real-world threat environments, catering to the needs of enterprises, government, and academic institutions. The company also delivers tailored cybersecurity awareness programs and a suite of tools for data security and systems integration. Founded in 1993 and based in Boulder, Colorado, Circadence operates additional offices in Mississippi, Virginia, and Littleton, Colorado, and has established itself as a leader in next-generation cybersecurity readiness.

Landscape Workshop LLC is a full-service grounds management company that has been offering comprehensive landscaping services since its founding in 1984. Based in Birmingham, Alabama, the company operates throughout the Southeast, including locations in Tennessee, Arkansas, Kentucky, Mississippi, Georgia, and Florida. Its diverse service portfolio encompasses landscape construction and installation, maintenance, design, irrigation, and facility services. Additionally, Landscape Workshop provides seasonal color programs, weed and insect control, arbor care, and snow and ice removal. The company serves a wide range of clients, including healthcare facilities, educational institutions, municipalities, retail businesses, and residential properties. By focusing on maintaining property value and enhancing outdoor spaces, Landscape Workshop aims to help clients attract customers and tenants.

XLerate Group is a prominent auction and remarketing facilitation company operating across multiple states, including California, Texas, Mississippi, Florida, South Carolina, and Wisconsin. The company specializes in providing automotive remarketing services for dealers and institutional customers. XLerate Group operates simulcast-enabled physical auction locations alongside mobile and multi-seller platforms to streamline transactions between buyers and sellers. Their commitment is to deliver high-quality service and operational execution, ensuring that customer expectations are consistently met.

Custom Engineered Wheels, Inc. specializes in the production and distribution of custom-engineered wheel products across various sectors in North America. Established in 2009 and headquartered in Baldwyn, Mississippi, the company manufactures a range of items including plastic wheels, solid polyurethane tires, and wheel assemblies. Its offerings cater to diverse applications such as lawn and garden, industrial, mobility, sports, and material handling. Custom Engineered Wheels emphasizes the provision of tailored solutions, utilizing injection molding and polyurethane foam to meet specific customer requirements in terms of design, timing, and cost.

Bally's Corporation is a gaming company headquartered in Lincoln, Rhode Island, operating a diverse portfolio in the casino entertainment industry. The company manages 15 casinos across 10 states, along with a golf course in New York and a horse racetrack in Colorado. Additionally, Bally's has an extensive online presence through Bally's Interactive International, which encompasses an online gaming operator, a sports betting platform called Bally Bet, and an iCasino platform known as Bally Casino. Its casino operations feature approximately 15,300 slot machines, 580 table games, and 3,800 hotel rooms, reflecting its significant footprint in both traditional and digital gaming markets. Bally's also holds access to online sports betting licenses in 18 states, enhancing its position in the rapidly evolving gaming landscape.

Commerce Bank, founded in 1865 and headquartered in Kansas City, Missouri, provides a comprehensive range of financial services tailored to meet the needs of individuals and businesses. The bank offers various personal banking products, including checking and savings accounts, personal loans, home equity loans, and real estate financing. Additionally, Commerce Bank provides business banking solutions such as treasury management, merchant services, and equipment financing. It also offers wealth management services, including investment management and estate planning, through its subsidiary and affiliated companies.

Zavation is an employee-owned medical device company focused on designing, developing, manufacturing, and distributing spinal implants, instruments, and biologics. The company aims to improve the quality of life for patients globally by providing comprehensive medical solutions. Its product range includes spinal hardware for various key areas such as thoracolumbar, cervical, interbody fusion, and minimally invasive surgery, catering specifically to the needs of healthcare organizations.

Leggett & Platt, Incorporated is a diversified manufacturer that designs and produces engineered components and products for various industries, including bedding, furniture, and automotive. Founded in 1883 and headquartered in Carthage, Missouri, the company operates through three main segments: Bedding Products, Furniture, Flooring & Textile Products, and Specialized Products. Its extensive product range includes innersprings, specialty foams, adjustable beds, carpet cushions, and components for both home and office furniture. Additionally, Leggett & Platt supplies automotive seat support systems, mechanical and pneumatic lumbar support, and hydraulic cylinders to original equipment manufacturers in the automotive and aerospace sectors. With a global presence of 130 facilities across 17 countries and a workforce of approximately 18,000 employees, the company serves a diverse clientele that includes major U.S. retailers, manufacturers, and contractors. Leggett & Platt is known for its innovative approach, continuously enhancing the comfort and functionality of its products to improve the lives of consumers.

Epika Fleet Services operates a network of mobile and in-shop preventative maintenance service centers dedicated to supporting commercial fleets throughout the United States. The company partners with top industry players and operates under well-regarded brands such as LubeZone, ProFleet, All Star Truck Service, and Deaton Fleet Solutions. With a presence in California, Texas, Oklahoma, and Georgia, Epika maintains 11 quick service preventative maintenance locations, five full-service repair facilities, and 15 branch locations. Additionally, the company operates nearly 50 mobile service units across Texas, Georgia, North Carolina, South Carolina, Tennessee, and Mississippi. By focusing on preventative maintenance, mechanical repair, and mobile services, Epika helps clients minimize downtime and maintain their fleet operations at competitive costs.

SunTx Capital Partners is a private equity firm founded in 2001 and based in Dallas, Texas. The firm specializes in investing in middle-market companies within the manufacturing, distribution, and business service sectors, primarily targeting firms located in the Sunbelt region of the United States. SunTx Capital Partners employs a hands-on approach, leveraging its capital, industry experience, and relationships to assist businesses in realizing their full potential. The firm has established a reputation for being a trusted partner, particularly in complex situations, and has managed various buyout funds that focus on diverse sectors including commercial products, services, and industrial applications.

View, Inc. is a technology company that specializes in designing and manufacturing smart glass systems for various sectors, including workplace, healthcare, education, and hospitality. Founded in 2006 and based in Milpitas, California, with manufacturing facilities in Mississippi, View aims to enhance human environments by optimizing natural light in buildings. The company's flagship product, View Dynamic Glass, utilizes artificial intelligence to automatically adjust to sunlight, thereby improving access to natural light while simultaneously enhancing energy efficiency. This technology not only promotes health and wellness but also contributes to sustainability by reducing energy consumption. Additionally, each View installation is supported by a comprehensive smart building platform that includes essential infrastructure for power, networking, and communication. The company markets its products through direct sales and representatives in the United States and internationally.

Weller Equity Partners is a private equity firm located in Louisville, Kentucky, established in 2015. The firm specializes in investing in lower middle-market companies across the Mid-South region of the United States, with a particular focus on sectors such as manufacturing, business services, food and beverage, information technology, and healthcare. Weller Equity Partners seeks to partner with companies that possess skilled and dedicated management teams and exhibit substantial growth potential. The firm aims to meet the capital and liquidity needs of smaller private enterprises by offering flexible funding solutions and leveraging its private equity expertise to support the development and success of its portfolio companies.

Murphree Investments III is a venture capital fund managed by Murphree Venture Partners, a firm founded in 1987 and based in Houston, Texas. The fund focuses on making growth investments in medium-sized companies across various sectors, including software, commercial services, e-commerce, technology, and 3D printing. Murphree Venture Partners has a history of targeting investments in energy, critical infrastructure, technology-enhanced business services, and waste management. However, in May 2018, a spokesperson indicated that the firm was in the process of winding down its operations.

Southeastern Grocers LLC is a prominent grocery retailer in the southeastern United States, operating under the brands BI-LO, Harveys, and Winn-Dixie. It ranks as the fifth-largest conventional supermarket chain in the country and the second-largest in the Southeast based on store count. The company employs approximately 66,000 associates who serve customers across 756 grocery stores, 145 liquor stores, and 504 in-store pharmacies located in Alabama, Florida, Georgia, Louisiana, Mississippi, North Carolina, and South Carolina. By providing a diverse range of consumable goods and services, Southeastern Grocers aims to meet the needs of its communities effectively.

Johnson Venture Partners, LLC is a venture capital firm based in Atlanta, Georgia, specializing in early-stage investments. Founded in 2006, the firm focuses on providing growth capital to startups, particularly in the Southeastern United States. It targets investments in a range of sectors, including consumer products, healthcare, information technology, financial services, advanced manufacturing, and artificial intelligence. Johnson Venture Partners typically invests between $50,000 and $500,000 in businesses with valuations under $5 million, often collaborating with other venture capital firms and angel investors. The firm emphasizes seed and early series funding rounds, seeking to support innovative companies across various industries.

Coldwell Banker, founded in 1906, is a prominent real estate brokerage firm headquartered in Madison, New Jersey. The company specializes in a wide range of real estate services, including residential, luxury, and commercial property sales, as well as property management and relocation services. Coldwell Banker operates through a network of franchises and offers comprehensive support to its agents, enabling them to assist clients effectively with buying, selling, and renting properties. The firm has established a reputation for professionalism and customer service, which remains central to its business philosophy. With a presence in multiple regions, Coldwell Banker provides its clients with market insights and guidance throughout the real estate process, ensuring informed decision-making.

Southern Company is a major utility provider in the United States, serving approximately 9 million customers across multiple states. The company operates a vertically integrated model for electric utilities in three states and natural gas distribution utilities in four states. Its generating capacity totals 50 gigawatts, primarily serving customers in Georgia, Alabama, and Mississippi. Southern Company’s subsidiaries, including Southern Power, manage significant assets in natural gas generation and renewable energy, totaling 13 gigawatts, with a focus on long-term electricity sales contracts. The company also engages in the construction, acquisition, and management of power generation facilities, which include a diverse mix of hydroelectric, fossil fuel, nuclear, solar, wind, and biomass sources. Additionally, it maintains a vast network of natural gas pipelines and storage facilities, ensuring reliable gas distribution to residential, commercial, and industrial users. Southern Company is headquartered in Atlanta, Georgia, and has been operational since 1945.

World Acceptance Corporation, headquartered in Greenville, South Carolina, operates in the small-loan consumer finance sector, providing short-term and medium-term installment loans to individuals with limited access to traditional credit sources. The company offers related products such as credit insurance and ancillary services, including income tax return preparation and electronic filing. Additionally, it markets various types of credit insurance, including credit life and accident insurance, in relation to its loan offerings. As of March 31, 2020, World Acceptance has established 1,243 branches across multiple states, including Alabama, Georgia, and Texas, catering to a diverse customer base. Founded in 1962, the corporation is committed to serving individuals who face challenges in obtaining credit from banks and other financial institutions.

The Southern Appalachian Fund is a venture capital firm based in London, Kentucky, focusing on providing equity capital and operational assistance to early-stage and high-growth companies in southern Appalachia, specifically in Tennessee, Kentucky, and the Appalachian counties of Georgia, Alabama, and Mississippi. The firm typically invests between $200,000 and $600,000 in its portfolio companies, targeting sectors such as manufacturing, technology, and software. It aims to support businesses with strong management teams and high growth potential, often participating in multiple funding rounds. The fund has a mission to generate market-rate returns for its investors while promoting economic development and job creation in low-income areas. The Southern Appalachian Fund is recognized as a New Markets Venture Capital Company and has access to debt guaranteed by the United States Small Business Administration. It typically seeks exits through external sales, mergers, management buyouts, or other strategic options. Currently, the fund is fully invested and is not seeking new investment opportunities.

McLaughlin Ventures is a full service real estate firm. Their services residential real estate, commercial real estate and development. They advise clients about market conditions, conduct walkthroughs, and provide guidance and assistance through the process of buying, selling, or leasing properties. Advise clients on market conditions, prices, mortgages, legal requirements, and related matters.

Greer Capital Advisors, founded in 2002 and located in Mountain Brook, Alabama, is a venture capital firm that focuses on providing capital for private equity projects aimed at fostering economic growth within communities. The firm primarily invests in companies across various sectors, including healthcare, information technology, life sciences, and marketing. Greer Capital Advisors emphasizes a strategic approach to investment, adhering to key principles that guide its involvement in diverse business activities and roles within the private equity landscape.

enVista LLC is a provider of software and consulting services tailored for manufacturers, distributors, and omni-channel retailers. The company specializes in various aspects of supply chain management, including demand planning, workforce management, transportation consulting, and facility design. Additionally, enVista offers global freight audit and payment solutions, business intelligence dashboards, and cloud computing services. Its technology solutions encompass a unified commerce platform, order management systems, and e-commerce services, leveraging tools such as Microsoft Power BI and Azure. Founded in 2002 and headquartered in Carmel, Indiana, enVista operates additional offices in locations including Columbus, Mississippi; Liverpool, United Kingdom; Hyderabad, India; and Houston, Texas. The company's expertise enables clients to reduce operating costs, enhance customer service, and improve profitability across diverse industries.

The U.S. Department of Energy is a government agency established in 1977, located in Washington, D.C. Its primary mission is to ensure the security and prosperity of the nation by tackling energy, environmental, and nuclear challenges. The Department focuses on promoting transformative scientific and technological solutions to address these issues, thereby supporting the country's energy needs and environmental sustainability.

TSVC, formerly known as TEEC Angel Fund, is a venture capital firm established in 2010 and located in Los Altos, California, with an additional office in Santa Clara. The firm specializes in early-stage investments focused on deep technology sectors, including software as a service, artificial intelligence chips, financial technology, biotechnology, blockchain, and semiconductors. TSVC aims to support exceptional founders and innovative ideas within Silicon Valley's entrepreneurial ecosystem, having funded over 160 startups in these areas. The firm emphasizes the importance of providing not just capital, but also unique insights and technical expertise to help entrepreneurs transform their visions into reality. TSVC operates with the belief that today's innovators will shape the future, and it seeks to deliver substantial returns to its investors through strategic partnerships and investments.

The Stephens Group, LLC is a private equity and venture capital firm founded in 1933 and headquartered in Little Rock, Arkansas, with additional offices in Frankfurt, London, and New York. The firm specializes in mid venture investments, leveraged buyouts, recapitalizations, and growth capital across a diverse range of industries, including agriculture, energy, software, healthcare, consumer products, and telecommunications. It targets both private and public companies, focusing primarily on those with strong management teams and growth potential. The Stephens Group typically invests between $10 million and $125 million, seeking to take either majority control or significant minority stakes while often securing a seat on the board of directors. The firm emphasizes investments in companies located primarily in the United States and Canada, particularly in the Midwest, Southeast, and Southwest regions. Through its investment strategy, the firm aims to achieve high returns on invested capital by partnering with exceptional management teams in growing industries.

AbbVie is a global biopharmaceutical company that focuses on discovering, developing, manufacturing, and selling advanced therapies for complex and serious diseases. Established in 2013 as a spin-off from Abbott Laboratories, AbbVie operates in multiple therapeutic areas including immunology, oncology, and neuroscience. The company markets a diverse portfolio of products, such as HUMIRA for autoimmune diseases, SKYRIZI for psoriasis, RINVOQ for rheumatoid arthritis, and IMBRUVICA for various cancers. AbbVie also offers treatments for chronic hepatitis C, respiratory diseases in infants, and hormonal therapies. In addition to its proprietary drugs, AbbVie Ventures, its venture capital arm, invests in emerging biotech and pharmaceutical companies, particularly in early-stage development within areas like immunology and cardiology. With a workforce of approximately 29,000, AbbVie markets its medicines in over 175 countries worldwide and collaborates with several biotechnology firms to enhance its research and development capabilities.

Castle Crow & Company, LLC is a private equity and merchant banking firm that specializes in equity and debt investments in privately held companies, as well as subsidiaries and divisions of public companies. Founded in 2001 and headquartered in San Francisco, California, with additional offices in Atlanta, Georgia, and Reno, Nevada, the firm focuses on transactions such as leveraged buyouts, management buyouts, recapitalizations, minority equity investments, and mezzanine capital investments. In addition to its investment activities, Castle Crow & Company provides advisory services to business owners and management teams, helping them develop growth and exit strategies to enhance shareholder value. The firm primarily operates within the United States and Canada.

Pine Street Capital Partners, established in 2004 and based in Albany, New York, specializes in providing capital to lower mid-market companies in the United States, typically those with revenues between $10 million and $75 million. The firm focuses on investing in established companies alongside experienced management teams, offering mezzanine and equity capital for various transactions, including strategic acquisitions, management buyouts, and recapitalizations. Pine Street Capital Partners targets several sectors, including manufacturing, healthcare services, business services, consumer products, and media, while also providing transactional services to facilitate its investments.

EqualizeRCM offers specialized revenue cycle management services to healthcare organizations across the United States, including hospitals, physicians, and clinics. The company provides a comprehensive range of services, such as medical coding, strategic consulting, credentialing, claims auditing, and back-office billing, as well as collection and denial management. By aligning its professionals with the existing processes and systems of its clients, EqualizeRCM aims to enhance the efficiency, profitability, and overall success of healthcare businesses. Their structured approach ensures that clients receive tailored support that meets their specific operational needs.

Exact Sciences Corporation, headquartered in Madison, Wisconsin, specializes in cancer screening and diagnostic tests, both in the United States and internationally. The company is best known for Cologuard, a non-invasive stool-based DNA test designed to detect colorectal cancer and pre-cancer. Additionally, Exact Sciences offers Oncotype DX, a suite of gene expression tests that assess recurrence risk and chemotherapy benefits for breast, prostate, and colon cancers. The company is actively developing liquid biopsy tests aimed at improving cancer detection and monitoring, including tests for molecular residual disease and additional cancers. Exact Sciences holds exclusive intellectual property for its screening technology, which is recognized in the colorectal cancer screening guidelines of leading medical organizations.

Khosla Ventures is a venture capital firm established in 2004 by Vinod Khosla, co-founder of Sun Microsystems, and is headquartered in Menlo Park, California. The firm manages over $5 billion and focuses on investing in a diverse range of sectors, including consumer technology, enterprise solutions, education, healthcare, financial services, agriculture, sustainable energy, and robotics. Khosla Ventures provides not only capital but also strategic guidance to entrepreneurs, particularly in early-stage ventures, where it often supports innovative and unconventional projects. The firm seeks to back companies that are driven by breakthrough technologies, with investment sizes ranging from $100,000 to over $20 million. Khosla Ventures maintains a collaborative approach, frequently co-investing with other firms, including Kleiner Perkins, with which it has historical ties.

Anson Funds is an investment management firm based in Dallas, Texas, with a headquarters in Toronto, Ontario, Canada. Founded in 2003, the firm specializes in managing hedge funds that focus on publicly-traded equity and debt securities. Anson Funds operates several distinct hedge funds, including Anson Investments, a global long-short fund established in 2007; Anson Catalyst, a North America event-driven fund launched in 2012; and Anson Opportunities, a concentrated opportunistic fund initiated in 2016. The firm employs a variety of investment strategies, including long/short equity, event-driven approaches, distressed situations, capital structure arbitrage, and relative value strategies, primarily maintaining a long bias towards public equities and corporate or sovereign fixed-income securities.

Bridger Holdings is a privately-held investment management firm based in Palo Alto, California, founded in 2015. The firm specializes in venture capital, focusing on seed-stage, early-stage, and later-stage companies. Its investment strategy encompasses a diverse range of sectors, including business products and services, consumer products and services, information technology, technology, media and telecommunications, big data, the Internet of Things, mobile applications, and Software as a Service (SaaS). As a Registered Investment Adviser, Bridger Holdings aims to support innovative companies across various industries through its investment activities.