Cortado Ventures is a venture capital firm established in 2020 and located in Oklahoma City, Oklahoma. The firm focuses on investing in capital-efficient businesses that utilize technology to scale, particularly in the sectors of fintech, biotech, aerospace, ag tech, energy tech, and insurtech. Cortado Ventures targets business-to-business technology companies primarily within Oklahoma, aiming to support innovative solutions in these industries. As a Registered Investment Adviser, the firm is committed to fostering growth in companies that demonstrate strong potential for scalability through technological advancements.

Acorn Growth Companies, based in Oklahoma City, is a private equity firm established in 2005 that specializes in aerospace and defense investments. With a focus on mid-market opportunities, the firm employs an operationally centric approach that has led to significant value creation in its portfolio. Acorn manages over $200 million and has expanded its holdings across the United States and internationally. Its primary focus is under the banner of AGC Aerospace & Defense, reflecting its commitment to the aerospace and defense sectors while also engaging in investments across financial services, industrial, manufacturing, business services, and technology companies.

i2E, Inc. is a private not-for-profit organization based in Oklahoma that focuses on investing in technology-based entrepreneurs and companies within the state. As a venture development organization, i2E manages a portfolio of for-profit venture capital fund subsidiaries, collectively overseeing more than $47 million in assets. The organization aims to foster innovation and economic growth by supporting startups and emerging businesses in their development and expansion efforts.

Founded in 2014, Arcadius Capital Partners is a Calgary-headquartered private equity firm with an office in Houston. The firm specialises in mid-market investments in upstream oil and gas industries across the United States and Canada.

Mercury Fund is a venture capital firm founded in 2005 and headquartered in Houston, with an additional office in Ann Arbor. The firm focuses on early-stage investments in technology-related companies, primarily in the U.S. Midcontinent. With over $200 million under management, Mercury supports both new entrepreneurs seeking guidance and seasoned founders looking to leverage regional talent and resources. The firm has established itself as one of the most active venture capital firms in the area, targeting innovative startups that have demonstrated product-market fit and are prepared for growth. By prioritizing purpose-driven investing, Mercury aims to empower entrepreneurs and foster innovation in Middle America.

Advantage Capital is a venture capital firm founded in 1992, headquartered in New Orleans, Louisiana, with additional offices across the United States. The firm specializes in growth equity, lending, and mezzanine debt investments, focusing primarily on small businesses at various stages of development, excluding seed stage. Advantage Capital targets investments in low-income communities, both urban and rural, and supports economic development initiatives. The firm seeks to invest in companies that utilize proprietary technologies in sectors such as communication, information technology, pharmaceuticals, biotechnology, and energy, among others. It offers various forms of debt capital, including senior and mezzanine debt, and has a preference for co-investing with other firms. Initial investments typically range from $0.5 million to $10 million in companies with sales under $5 million, with potential for larger investments based on milestones. Advantage Capital is committed to addressing the funding gaps in underserved areas and fostering economic growth in communities that lack traditional sources of risk capital.

Health Care Service Corporation (HCSC), founded in 1936, is the largest non-investor-owned health insurer in the United States, operating Blue Cross and Blue Shield plans in Illinois, Montana, New Mexico, Oklahoma, and Texas. Serving nearly 14.7 million members, HCSC employs around 23,000 individuals across more than 60 local offices. The company provides a range of health insurance products, including group life, disability, and dental solutions, through its affiliates and subsidiaries. HCSC has a history of being a pioneer in health coverage, offering early access to treatments such as transplants and cancer therapies. It is recognized for promoting value-based care models that enhance collaboration among stakeholders to improve patient experiences. Committed to community well-being, HCSC engages in charitable activities, volunteerism, and partnerships to support the communities where its members and employees live and work.

Founded in 2000, Oklahoma Tobacco Settlement Endowment Trust is a state grantmaking trust based in the United States. The foundation provide grants to schools, communities, state agencies and partner organizations.

Oklahoma Life Science Fund, established in 2000 and based in Tulsa, Oklahoma, is a private equity firm focused on early-stage investments in the life sciences sector. The firm targets companies involved in health care, therapeutics, medical devices, diagnostics, and tech-enabled services within the United States, particularly in Oklahoma. The fund's initial investment efforts have resulted in the creation of over 100 jobs at five start-ups, which now offer a mean income significantly higher than the state average. These companies have successfully attracted substantial venture capital, exceeding $210 million following the Oklahoma Life Science Fund's first investment. The firm's subsequent investment round, OLSF II, has already engaged with five additional start-ups in Oklahoma, which have collectively secured over $74.3 million in outside venture funding.

Accele Biopharma, established in 2011 and based in Oklahoma City, is an early-stage venture capital firm that specializes in the healthcare and life sciences sectors. The firm focuses on investing in emerging companies within pharmaceuticals, biotechnology, and oncology, aiming to support innovations that advance medical technology and improve patient outcomes. By targeting early-stage ventures, Accele Biopharma seeks to foster growth and development in critical areas of healthcare, contributing to advancements in life science and technology.

Contango Resources is an independent oil and natural gas company based in Houston, Texas, founded in 1986. The company focuses on the acquisition, exploration, development, and production of crude oil and natural gas properties. Its operations are primarily located in the shallow waters of the Gulf of Mexico and onshore regions in Texas, Oklahoma, Louisiana, and Wyoming. As of the end of 2019, Contango reported proved reserves of approximately 316.4 billion cubic feet equivalent, which includes significant quantities of natural gas, crude oil, and natural gas liquids. The company is committed to leveraging its expertise in the energy sector to maximize resource extraction and production.

EnCap Flatrock Midstream, established in 2008 and headquartered in San Antonio, Texas, is a private equity firm focused on the midstream sector of North America's oil and gas industry. The firm specializes in identifying and investing in energy-related businesses, particularly in oil and gas drilling, field services, exploration, production, and various infrastructure operations, including natural gas gathering, processing, and storage. With approximately $5.6 billion in institutional capital commitments, EnCap Flatrock manages multiple funds and emphasizes a disciplined approach to value creation. The firm typically invests between $100 million and $200 million in its portfolio companies and often acquires controlling stakes, seeking to influence major strategic decisions. It aims for investment exits within three to seven years. EnCap Flatrock Midstream operates additional offices in Edmond, Oklahoma, and Houston, Texas, and holds over $6.5 billion in total assets under management.

The George Kaiser Family Foundation, established in 2000, is a non-profit organization based in the United States focused on providing equal opportunities for children. The foundation addresses critical community issues by investing in early childhood education, community health, and social services. Utilizing evidence-based practices, it often adapts proven national programs to meet local needs, recognizing the complexity of the challenges it faces. The foundation's investment portfolio is diversified, with a significant emphasis on alternative investments, while also maintaining a portion in publicly traded securities and program-related investments. Through ongoing review and evaluation, the foundation aims to create lasting positive impacts in the communities it serves.

EnCap Investments L.P. is a private equity and venture capital firm founded in 1988, headquartered in Houston, Texas, with an additional office in Dallas. The firm specializes in investments within the oil and gas industry, focusing on upstream and midstream companies. EnCap typically provides capital incrementally for seed, start-ups, and early-stage ventures, as well as for reserve acquisition and drilling projects. In the midstream sector, the firm prefers to invest in natural gas pipelines, gathering and processing facilities, and various energy infrastructure operations. EnCap seeks opportunities primarily in the United States, Canada, and Mexico, with a particular emphasis on the Dallas area, and generally invests between $10 million and $350 million per deal. The firm has managed several funds, including EnCap Energy Capital Fund VIII, which raised $3.5 billion in commitments, targeting proven management teams in North America's upstream oil and gas sector.

Goldman Sachs is a global investment banking, securities, and investment management firm headquartered in New York City. Established in 1869, it provides a wide range of financial services to corporations, financial institutions, governments, and high-net-worth individuals. The firm operates through several segments, including Investment Banking, which offers financial advisory services related to mergers and acquisitions, and underwriting services for public and private offerings. Its Institutional Client Services segment facilitates client transactions across various asset classes and provides services like securities lending. The Investing & Lending segment focuses on long-term loans and investments in debt and equity securities, while the Investment Management segment offers portfolio management and wealth advisory services. Additionally, Goldman Sachs engages in private equity investments across multiple sectors and geographies, reinforcing its position as a leading investor in both public and private markets.

The University of Oklahoma Foundation is an independent non-profit organization established in 1944, dedicated to facilitating charitable giving for the benefit of the University of Oklahoma. The foundation manages and administers donations to support various activities and initiatives that enhance the university's mission and objectives. Its investment portfolio is diversified, comprising equity securities, U.S. government securities, mutual funds, master trusts, money market funds, alternative investments, and real estate, which collectively aim to maximize the impact of donor contributions. Through its efforts, the foundation plays a crucial role in sustaining and advancing the university's educational and research endeavors.

Enerstream Capital Partners, LLC. is a private equity firm specializing in Carveouts, equity and debt investments in small and middle-market stages. The firm primarily invests in upstream energy services, midstream infrastructure companies, exploration and production companies, IT, Software and Services, IT Services, Internet services and infrastructure. The firm seeks to make investment in southwestern United States. The firm typically prefers to invests up to $ 30 Million equity investments in a company which have EBITDA between $1to $5 Million. Enerstream Capital Partners, LLC. is based in Dallas, Texas.

Wells Fargo & Company is a diversified financial services firm that offers a wide range of banking, investment, mortgage, and consumer finance products to individuals, businesses, and institutions both in the United States and internationally. The company operates through three primary segments: Community Banking, Wholesale Banking, and Wealth and Investment Management. The Community Banking segment provides services such as checking and savings accounts, credit cards, and various types of loans. Wholesale Banking offers commercial and corporate banking services, including capital markets and cash management solutions. Wealth and Investment Management focuses on personalized financial planning and investment services. Founded in 1852 and headquartered in San Francisco, Wells Fargo is one of the largest banks in the U.S., with a significant presence through retail branches and ATMs. The company continues to evolve by incorporating innovative financial solutions and expanding its global footprint in financial services.

Houston Ventures, founded in 2004 and based in Houston, is a private equity firm that focuses on investing in early to growth-stage companies primarily within the technology and energy sectors. The firm manages a growth expansion fund that targets investments across various segments, including communications, networking, and software. By engaging with companies at different stages of their development, Houston Ventures aims to foster innovation and drive growth in its portfolio.

Hall Capital, LLC is a family-owned private investment company based in Oklahoma City, Oklahoma, with additional offices in Nashville, Tennessee; Lake Forest, Illinois; and Dallas, Texas. Founded in 2002, Hall Capital operates through subsidiaries that include Hall Capital Partners, Hall Capital Commercial Real Estate, Fred Jones Enterprises, and Hall Energy. The company builds on a rich legacy that dates back to 1920 when Fred Jones partnered in a Ford dealership, eventually creating the largest Ford dealership group in the Southwest. Over the years, it has diversified its investments to encompass private equity, real estate, automotive, and oil and gas sectors. Currently managed by Fred Jones' grandsons, Hall Capital continues to uphold the entrepreneurial spirit of its founder while focusing on strategic growth and investment opportunities.

TGF Management Corp. is a private equity firm based in Austin, Texas, that focuses on investments in small to middle-market companies. Established in 1992, the firm specializes in strategies such as buy and build, internal expansion, and acquisitions. TGF Management targets mature companies, including family-owned businesses looking to transition and larger firms seeking to divest parts of their operations. The firm typically invests in sectors such as manufacturing, distribution, construction-related industries, industrial services, outsourced business services, and food and consumer products. TGF Management primarily operates in the United States, with a concentration on Texas, New Mexico, Oklahoma, Arkansas, and Louisiana. It generally invests in companies with revenues between $25 million and $250 million and EBITDA ranging from $5 million to $25 million. The firm employs various investment structures, including subordinated debt, preferred stock, and common stock, to acquire either majority or minority stakes in its portfolio companies.

Stone Arch Capital, LLC is a private equity firm based in Minneapolis, Minnesota, specializing in investments in lower middle market companies primarily located in the Midwest. Founded in 2003, the firm focuses on buyouts, industry consolidations, growth capital, and recapitalizations, typically investing between $10 and $25 million in companies with annual revenues ranging from $15 million to $150 million and EBITDA of $3.5 million to $30 million. Stone Arch Capital seeks to establish partnerships with management teams in the manufacturing and service sectors, aiming for sustainable operating margins of at least 10 percent. The firm generally targets businesses with enterprise values between $15 million and $100 million and prefers to take control, either through minority or majority stakes, while avoiding hostile transactions. Although its primary focus is within the Midwest, Stone Arch Capital may consider investments outside the region under specific circumstances.

The Warwick Group is an investment firm established in 2010, managing alternative asset classes with approximately $2 billion in assets under management. The firm specializes in private equity capital, particularly within the US upstream energy, renewable energy, and real estate sectors. Its largest platform, Warwick Energy Group, focuses on investments in upstream and midstream assets, primarily in low-cost oil basins across Texas, New Mexico, and Oklahoma. Notable current investments include the largest private company in the STACK and SCOOP oil fields in Oklahoma, as well as extensive upstream and midstream assets in the Eagle Ford Shale oil field in Texas. Since its inception, Warwick has completed over 1,000 transactions and has a track record that includes previous divestitures in various significant oil basins across the United States. The firm aims to generate attractive investment returns across different market cycles by investing its own capital alongside that of its partners.

Apis Holdings is a venture capital firm based in Tulsa, Oklahoma, founded in 2017. The firm specializes in multi-stage investments, focusing on technology, data, and services. Apis Holdings collaborates with exceptional teams to develop high-quality companies that are well-received by their customers. Through its strategic investments, the firm aims to foster innovation and support the growth of businesses in its chosen sectors.

MetaFund is a socially responsible private equity firm that targets financial, social and environmental returns on investment through ownership and/or tax credit facilitation. We are compassionate capitalists who invest patient capital and implement programs to improve the lives of employees and positively impact the communities we serve.

Live Oak Resource Partners LLC is a texas-based private equity firm. The company offers oil and natural gas property acquisitions. The company's primary investments are royalties, minerals, and non-operated working interests. In addition to investing throughout the united states, the firm also concentrates on texas, louisiana, and oklahoma.

Sheridan Production Company, founded in 2006 and headquartered in Houston, Texas, is a private equity firm specializing in the acquisition and exploration of oil and gas assets. The company engages in buyout investments primarily within the oil and energy sector across the United States. Since its establishment, Sheridan has focused on identifying and managing opportunities in the oil and gas industry, contributing to the development and optimization of energy resources.

Elm Creek Partners is a private equity firm based in Dallas, Texas, that focuses on identifying and investing in niche opportunities within various sectors, including business products, services, and industrial manufacturing. Established in 2007, the firm seeks enterprises that possess innovative products or approaches complemented by significant market potential. Elm Creek Partners aims to enhance the growth of its portfolio companies through strategic guidance and tailored resource allocation, ensuring that they can capitalize on their unique market positions.

Phoenix Strategy Investments is a private equity firm based in Dallas, Texas, founded in 2002. The firm specializes in acquiring and operating small to medium-sized privately-held businesses, with a focus on sectors such as engineering, value-added distribution, consumer services, business services, health and wellness, financial services, marketing services, and franchising. Unlike many investors, the principals of Phoenix take active roles in the day-to-day management of the companies they acquire, allowing for a hands-on approach that fosters long-term growth. This strategy is particularly appealing to business owners looking to exit management responsibilities while still achieving their financial and personal goals through tailored transaction structures. By investing in fewer companies and maintaining a long-term perspective, Phoenix aims to build sustainable businesses and provide attractive liquidity options for owners.

TrailBlazer Capital is a venture capital firm specializing in investments in seed/start-ups, early stage and growth capital. It also invests in accelerators. The firm specializes in bridge financing. The firm does not invest in life science, biotechnology, medical device, real estate, and natural resource sectors. It prefers to invest in materials, energy, business software and services companies, telecommunications and mobility equipment and software, education services, gaming technology, capital-efficient green technology, systems software, health care software and services, Internet (web based) services, and application software and consumer electronics. The firm typically invests in companies based in Texas, Dallas, and Oklahoma. It invests between $0.5 million and $5 million in a company. TrailBlazer Capital was founded in 2006 and is based in Dallas, Texas.

Waveland Ventures III is an investment fund managed by Waveland Capital Group, based in Irvine, California. Established in 2000, the fund focuses on the oil and gas sector, particularly in exploration, production, and energy services. It primarily invests in regions such as North Dakota, New Mexico, and Oklahoma, targeting opportunities within the oil and gas asset class. The firm aims to partner with energy companies and seeks to invest in a diversified portfolio of projects that are ready for drilling. Through its strategic investments, Waveland Ventures III contributes to the growth and development of the energy sector in the United States.

Hilti is a global leader in the construction industry, founded in 1941 and headquartered in Liechtenstein. The company operates in over 120 countries and employs around 29,000 team members, engaging with more than 250,000 customers daily. Hilti specializes in providing advanced tools, fasteners, anchors, and software systems tailored for the commercial and industrial construction sectors. Committed to innovation, the company invests over $350 million annually in research and development, launching more than 60 new products each year. Hilti fosters a corporate culture built on values such as integrity, teamwork, and a commitment to environmental responsibility. This culture supports both long-term financial success and the ongoing development of its employees, offering opportunities for career growth across various functions and locations.

Barton Creek Equity Partners is a private equity firm located in Austin, Texas, founded in 2012. The firm focuses on investing in companies within the manufacturing and business services sectors, specifically targeting industries such as aerospace and defense, automotive, building products, construction, infrastructure, energy, environmental services, food, healthcare, media and publishing, as well as transportation and value-added distribution.

Davis, Tuttle Venture Partners (DTVP) is an Oklahoma-based private investment partnership founded in 1986, focusing on providing long-term capital and management support to emerging growth companies in North America. The firm specializes in traditional venture capital investments, acquisitions, and other unique opportunities, aiming to identify companies with exceptional management teams and significant growth potential. DTVP's approach involves not only financial investment but also offering strategic counsel to enhance management decision-making and company policies, thereby maximizing investment returns.

HM Capital Partners is a private equity firm based in Dallas, Texas, specializing in control investments within the energy, food, and media sectors. The firm leverages its extensive experience and industry relationships to access unique deal flow, having completed over 150 transactions with a total value exceeding $26 billion since its inception. In addition to its investment activities, HM Capital also provides a range of financial services, including equity placement, commercial mortgage lending, bridge loans, and construction financing. The firm's focus on specific sectors allows it to capitalize on opportunities in commercial products and industrial markets, reinforcing its position in the private equity landscape.

Canso Investment Counsel Ltd. was founded in 1997. Their business is the fundamental valuation of financial securities and the management of investment portfolios. Canso is a private company that is owned by its investment professionals. Their offices are in Richmond Hill, Ontario, Canada. They are registered as a Portfolio Manager with all ten Canadian provinces. They are a member of the Portfolio Management Association of Canada. Canso Investment Counsel Ltd. claims compliance with the CFA Institute Asset Manager Code of Professional Conduct. This claim has not been verified by CFA Institute. They comply with the Code of Ethics and Standards of Professional Conduct and Standards of Practice of the CFA Institute. They comply with National Instrument 24-101 Trade Matching and Settlement.

Southern Power, a subsidiary of Southern Company, is a prominent wholesale energy provider in the United States, catering to the electricity demands of municipalities, electric cooperatives, and investor-owned utilities. The company operates and is constructing 35 facilities across nine states, boasting over 10,500 megawatts of generating capacity. Southern Power's reach includes states such as Alabama, California, Florida, Georgia, Nevada, New Mexico, North Carolina, Oklahoma, and Texas. As part of the larger Southern Company, which serves 4.4 million customers and has a generating capacity exceeding 42,000 megawatts, Southern Power benefits from a strong reputation for reliability and customer service. The parent company has consistently ranked highly in customer satisfaction, reflecting its commitment to providing quality electricity at competitive prices in the Southeast.

Omega Capital Management, LLC is a private equity firm based in Tulsa, Oklahoma, founded in 2013. The firm specializes in lower middle market investments, focusing on mature companies in various sectors, particularly in Oklahoma and surrounding states. Omega Capital seeks to invest between $1 million and $7.5 million in companies with annual sales ranging from $5 million to $30 million and EBITDA between $1 million and $5 million. The firm targets opportunities that involve owner retirement, liquidity events, and generational transfers, often acquiring minority stakes. With the backing of prominent entrepreneurs and family offices, Omega Capital's principals possess extensive experience across all stages of investing, allowing them to pursue a wide array of transactions. Their inaugural fund closed in April 2014 with $30 million in commitments, further establishing their presence in the private equity landscape.

Southlake Equity Group is a private equity investment firm based in Southlake, Texas, established in 2007. The firm specializes in acquiring middle market companies through management buyouts, corporate divestitures, recapitalizations, industry consolidation, and corporate rollup transactions. It focuses on the manufacturing, distribution, services, consumer products, and industrial products sectors, and typically invests in companies with enterprise values ranging from $20 million to $200 million and annual revenues between $25 million and $200 million. Southlake Equity Group seeks to make control investments, offering both majority and minority stakes, primarily in firms located in or with significant operations in the South Central Region of the United States. The firm is committed to long-term value creation and partners with management teams to develop and implement growth strategies.

SPP Management Services, LLC is a private equity firm specializing in buyouts, growth capital, industry consolidations, and recapitalization transactions. It prefers to invest in lower middle market, later stage, and mature companies. It does not invest in startups, early stage companies, and turnaround transactions. The firm also does not invest in real estate, retail, and technology sectors. It typically invests in growth equity, management buyouts, recapitalizations, industry consolidations, family succession, corporate divestitures including acquisition in partnership with an executive or management team of non-strategic divisions or subsidiaries of larger corporations, and mature transactions. The firm also invests in balance sheet recapitalizations of overleveraged and financially distressed companies. It primarily invests in consumer products, business services, distribution, and light manufacturing industries with a focus on commercial security, business and outsourced services, environmental services, laboratory products, transportation and logistics, test and measurement, natural gas pipelines, industrial coatings, specialty chemicals, marine cargo services, long-distance specialized freight trucking, welding repair, steam, gas, and hydraulic turbines, remediation services, commercial surveillance and alarm monitoring and maintenance, waste water treatment, natural gas transmission, oil and gas storage and transportation, trading companies and distributors, electric power transmission and control, materials, chemicals, construction materials, containers and packaging, metals and mining, industrials, capital goods, building products, construction and engineering, electrical equipment, commercial and professional services, consumer discretionary, automobiles and components, food products, food safety, beverages, electronic equipment and instruments, electrical components and equipment, and education services. The firm invests in companies based in the Eastern half of the United States and Canada, focusing on South, Southeast, Midatlantic, Northeast, Great Lakes, Southwest, Midwest, Alabama, Arkansas, Florida, Georgia, Kentucky, Louisiana, Mississippi, South Carolina, Tennessee, Maryland, North Carolina, Virginia, Washington, D.C., West Virginia, Delaware, Texas, Pennsylvania, Oklahoma, Missouri, Illinois, Indiana, Ohio, New York, and New Jersey. It typically invests between $5 million and $40 million in companies with revenues between $10 million and $100 million having enterprise value between $15 million and $100 million and EBITDA between $4 million and $15 million. The firm typically seeks to acquire majority interest and can consider minority investments. It seeks board representation in the portfolio companies. SPP Management Services, LLC was founded in 2006 and is based in Charlotte, North Carolina.

Huntington National Bank, a subsidiary of Huntington Bancshares Incorporated, is a regional financial institution based in Columbus, Ohio, founded in 1866. It offers a comprehensive range of banking services, catering to individuals, families, small and middle-market businesses, and not-for-profit organizations. Personal banking services include checking and savings accounts, credit cards, home equity loans, mortgages, and investment products. Business banking services encompass solutions for small businesses, commercial banking, treasury management, and government banking. The bank also provides mortgage banking services, wealth management, trust services, and equipment leasing. With a focus on customer convenience, Huntington operates over 700 branches and more than 1,400 ATMs across six Midwestern states, emphasizing digital banking through online and mobile platforms. Its diverse offerings are designed to meet the financial needs of its clients while enhancing their banking experience.

PinHigh Capital Partners is a private equity investment firm based in Houston, Texas, established in 2018. The firm focuses on investing in the energy sector, specifically targeting opportunities in exploration and production, oilfield services and equipment, as well as downstream services and equipment. PinHigh Capital primarily seeks investments in businesses located in the lower 48 states, with particular emphasis on regions such as the Permian Basin, Oklahoma, the Gulf Coast, and the Rockies. The firm typically makes investments ranging from $1 million to $10 million, and it is open to both control and minority investment strategies. There are no set hold period requirements for their investments.

Teakwood Capital, founded in 2005 and headquartered in Dallas, Texas, is a private equity firm that focuses on direct investments in emerging growth companies. The firm primarily targets profitable businesses with revenues under $25 million and engages in private equity, venture capital, and mezzanine investments. It seeks to support mid-market technology companies and other sectors, including outsourced business services, health care, financial services, and alternative energy. Teakwood Capital typically invests between $0.05 million and $4 million, actively participating in growth capital, buyout, and recapitalization transactions. The firm aims to create value by providing equity capital, strategic advice, and marketing expertise to undercapitalized companies across several states, including Texas, Oklahoma, and Arkansas. Teakwood's portfolio includes a range of companies, with a history of investments in diverse sectors, validating its investment thesis and commitment to fostering growth and profitability.

SunTx Fulcrum Fund is a private equity buyout fund managed by SunTx Capital Partners, a Dallas-based firm established in 2001. The fund focuses on investments in middle-market companies across various sectors, including commercial products and services, industrial services, and 3D printing. SunTx Capital Partners aims to partner with business owners, providing capital and expertise to help these companies reach their full potential. With a reputation for navigating complex scenarios, the firm seeks to create value in businesses located throughout the United States, including regions such as the Southeast, Midwest, and West Coast.

Bank of Oklahoma is a commercial bank based in Tulsa, Oklahoma, that offers a comprehensive range of financial services including consumer, business, and commercial banking. Established in 1910, the bank provides wealth management services, investment advisory, asset management, trust administration, and estate planning. It caters to individuals, families, and institutional investors, managing tailored client-focused portfolios primarily in the public equity and fixed income markets. In addition to its core banking services, Bank of Oklahoma offers mortgage origination and servicing, as well as various specialized services such as bond trustee, escrow, and 1031 exchange solutions. As a subsidiary of BOK Financial Corporation, Bank of Oklahoma plays a significant role in the regional financial landscape.

Venturi Wealth Management is an employee-owned investment management firm based in Austin, Texas, with an additional office in Oklahoma City, Oklahoma. Established in 2015, it specializes in providing investment advisory and wealth management services to high net worth individuals, private foundations, and various institutional clients, including pension plans and charitable organizations. The firm employs fundamental research and integrates external research to enhance its investment decisions, primarily focusing on public equity markets in the United States. Venturi Wealth Management is a Registered Investment Adviser (RIA), and its executive team manages client assets, ensuring tailored strategies that address the complex needs of its affluent clientele.

BlueStone Venture Partners is a life science venture capital fund investing in entrepreneurial companies. The fund provides strategic capital and support to early-stage life science companies, primarily in Series A and Series B equity rounds. It focuses on medical devices, health IT, advanced materials, and molecular diagnostics. Mara Aspinall and Thomas Nickoloff launched the venture capital fund in Tucson, Arizona in 2018.

Dos Rios Partners is a private equity firm based in Austin, Texas, with an additional office in Dallas. Founded in 2012, the firm specializes in investing in small, privately held companies within the six-state region of Texas, New Mexico, Arkansas, Colorado, Louisiana, and Oklahoma. Dos Rios focuses on businesses with EBITDA ranging from $2 million to $12 million, emphasizing control and non-control transactions. The firm invests in junior securities, including common, preferred, and mezzanine equity, and seeks to partner with motivated management teams. It does not engage in seed, startup, or turnaround investments, nor does it invest in companies vulnerable to technological obsolescence or in sectors like real estate and project finance. With typical investments ranging from $5 million to $15 million, Dos Rios Partners targets entrepreneur or family-owned businesses, orphan subsidiaries of larger corporations, and small public companies. The firm's strategy includes both majority recapitalizations and add-on acquisitions, aiming to provide tailored financing solutions to underserved small businesses.

Route 2 Capital Partners is a private equity firm based in Greenville, South Carolina, with an additional office in Charleston. Founded in 2016, the firm focuses on equity and debt investments in lower middle market companies, primarily located in the southern United States. Route 2 Capital Partners specializes in acquisitions, buyouts, growth capital, and recapitalization, targeting sectors such as business services, healthcare services, niche manufacturing, and specialty distribution. The firm typically invests between $3 million and $5 million in companies that have an EBITDA ranging from $2 million to $10 million and annual revenues of at least $10 million.

Falfurrias Capital Partners is a private equity investment firm based in Charlotte, North Carolina, founded in 2006 by Hugh McColl, Jr. and Marc Oken, both former executives at Bank of America. The firm specializes in acquiring and investing in growth-oriented lower and middle-market businesses, aiming to build a diverse portfolio that supports the development of its investments. Falfurrias Capital Partners focuses on companies with strong potential for growth, leveraging its expertise and industry knowledge to drive value creation and enhance operational performance.