Enhanced Capital Partners, founded in 1999 and headquartered in New York, is a national investment firm that specializes in equity and debt investments in small and mid-sized companies across the United States. With over $400 million under management, the firm employs a flexible investment strategy aimed at promoting the growth and expansion of businesses. Enhanced Capital focuses on various sectors, including healthcare technology and technology, media, and telecommunications. As a subsidiary of P10 Holdings, it seeks to maximize the growth potential of companies poised for rapid development through its practical investment approach.

GAMCO Investors Inc. is a diversified global financial services company that primarily serves high net worth individuals, pension plans, charitable organizations, and government entities. Founded in 1977 and headquartered in Rye, New York, with additional offices across the United States, the firm specializes in managing separate equity portfolios, mutual funds, and hedge funds. GAMCO employs a fundamental research approach with a bottom-up stock selection strategy, focusing on value stocks across large-cap, mid-cap, and small-cap companies. The firm benchmarks its investments against recognized indices while also incorporating socially responsible investment strategies. The company's success is rooted in its rigorous research-driven culture and a commitment to delivering superior risk-adjusted returns.

Techstars Central LLC, founded in 2006 and based in Boulder, Colorado, operates as a startup accelerator and venture capital firm focused on supporting early-stage technology-oriented companies. It specializes in a mentorship-driven accelerator program, selecting ten startups each summer to participate in a three-month incubation period, offering funding of $120,000 in exchange for equity. Techstars invests primarily in sectors such as fintech, artificial intelligence, blockchain, augmented reality, and IoT, while avoiding investments in medical devices, healthcare technology, and local service-oriented businesses. In addition to its primary accelerator, Techstars has various specialized programs, including those focused on music, retail, mobility, and social impact, with global reach extending to regions such as Africa, Asia, and Latin America. The firm prefers taking minority stakes, typically between six and ten percent, without seeking board representation or investor rights. Techstars has built a robust network of entrepreneurs, mentors, and corporate partners to foster innovation and growth within its portfolio, which includes over 1,000 companies with a significant collective market capitalization.

Dash Mutual Fund Company is a privately owned investment manager based in Tel Aviv, Israel. The firm specializes in managing mutual funds for a diverse clientele, including both private and institutional investors. It focuses on investments in public equity and fixed income markets, utilizing in-house research and analysis for its decision-making processes. As a subsidiary of Dash Securities and Investments Ltd., Dash Mutual Fund Company benefits from the broader expertise and resources of its parent organization, which has been active since 1991 and also offers a range of investment services, including separate client-focused portfolios and trust funds. The firm emphasizes a disciplined approach to investing, particularly in government bonds within the fixed income sector.

Scotiabank, founded in 1832 and headquartered in Toronto, Canada, is a leading financial institution that provides a comprehensive range of banking products and services. The bank serves approximately 21 million customers across more than 55 countries, offering personal, commercial, corporate, and investment banking solutions. Its services include wealth management, corporate lending, equity underwriting, and advisory services for mergers and acquisitions. Additionally, Scotiabank has a private equity arm that focuses on middle-market investments, specializing in sectors such as healthcare, technology, and consumer products. The firm typically invests between $5 million and $25 million in companies, seeking both minority and majority ownership. With a commitment to understanding customer needs and managing risk, Scotiabank has established itself as a global financial services leader, supported by a workforce of over 86,000 employees dedicated to helping clients thrive.

Bank of America is a prominent financial institution based in Charlotte, North Carolina, providing a comprehensive range of banking, investment, asset management, and risk management services. It caters to approximately 51 million consumer and small business relationships through around 5,300 retail banking offices, 16,350 ATMs, and a robust online banking platform with 30 million active users. The institution offers specialized support to about 3 million small business owners with innovative online products and services. With operations in over 40 countries, Bank of America is recognized as a leader in wealth management and corporate and investment banking, serving corporations, governments, institutions, and individuals globally. Founded in 1874, the company has established itself as a key player in the financial sector, focusing on delivering a diverse array of financial solutions tailored to meet the needs of its varied clientele.

Desjardins Group is a financial services cooperative that provides a comprehensive array of personal and business services. For individuals, it offers products such as credit and prepaid cards, personal and auto loans, insurance, and investment options. Businesses benefit from services that include financing solutions, insurance, payroll management, and international cash management. Additionally, Desjardins Securities provides a full suite of securities brokerage services, catering to both individual investors and institutional clients through various investment products and advisory services. Its venture capital division manages a range of funds, including Desjardins Venture Capital and Capital régional et coopératif Desjardins, aiming to support businesses with financial resources and expertise. Through these diverse offerings, Desjardins Group plays a significant role in the financial ecosystem, addressing the needs of both personal and commercial clients.

CIBC, or the Canadian Imperial Bank of Commerce, has been offering banking services to Canadians since 1867. It operates a vast network of over 1,000 branches and more than 4,000 ATMs, providing various banking options including phone, internet, and mobile services. CIBC encompasses several subsidiaries, including CIBC Asset Management Inc., which specializes in managing investment portfolios for high net worth individuals and institutional clients. This subsidiary offers a range of services, including equity, fixed-income, and balanced mutual funds, as well as hedge fund management. CIBC Capital Partners focuses on venture capital and private equity investments, primarily in mid to late-stage companies across diverse sectors. CIBC World Markets serves as the investment banking arm, providing services in equity and debt capital markets, mergers and acquisitions, and other advisory roles. Headquartered in Toronto, Canada, CIBC also has a presence in several international locations, enhancing its ability to serve clients globally.

AllianceBernstein is a prominent global investment management and research firm headquartered in New York City, with additional offices in various locations worldwide, including Australia, the United Kingdom, and Japan. The firm manages approximately $455 billion in assets for a diverse clientele, including institutional investors, pension funds, endowments, and individual clients. AllianceBernstein employs a range of investment strategies that encompass public equity, fixed income, and alternative investments, utilizing both fundamental and quantitative analysis. Its offerings include separate client-focused portfolios, mutual funds, and college savings and retirement products. The firm is recognized for its rigorous in-house research capabilities, which underpin its investment decisions across various asset classes, including equities, fixed income, and real estate securities. Founded in 1971, AllianceBernstein aims to advance clients' interests through a comprehensive suite of investment solutions.

Ault & Company focuses and prefers to obtain a control position in small companies with under $100 million in annual sales. Its operational business through its subsidiaries, each lead by a separate management team dedicated to the growth and success of that business.

Diversis Capital, LLC is a private equity firm based in Los Angeles, established in 2013, that focuses on investing in small to middle market companies, primarily in the technology sector, including software and telecommunications. The firm specializes in various investment strategies such as corporate divestitures, turnarounds, growth capital, and special situations, seeking to partner with management teams to enhance operational performance and facilitate growth. Diversis targets companies with revenues between $10 million and $50 million and enterprise values up to $100 million, often aiming for majority ownership. The firm is particularly interested in B2B software and technology-related businesses, and further diversifies its portfolio by investing in sectors such as healthcare, consumer products, and industrials across North America and Western Europe. Through its investment approach, Diversis aims to create scalable, best-in-class software products while maintaining strong relationships with the management teams of its portfolio companies.

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.

Trivergance, LLC is a financial advisory firm based in Fort Lee, New Jersey, specializing in capital sourcing, business valuation, and mergers and acquisitions advisory services. The firm targets transactions ranging from $5 million to $100 million and operates as a subsidiary of Trivergance, LLC. Recognized as a leading independent sponsor in the United States, Trivergance focuses on investing in companies and forming joint ventures with Fortune 100 brands to develop and scale businesses. With a team of nearly 40 professionals and over $1 billion in institutional equity invested since its inception, the firm employs a distinctive methodology for accelerating value creation. Trivergance's expertise in direct and digital marketing, customer acquisition, and business-building intellectual property provides a competitive edge in evaluating transactions and generating significant returns for its partners.

Uncorrelated Ventures specializes in investing in infrastructure software. The firm focuses on identifying and supporting innovative companies within this sector, aiming to foster growth and development in infrastructure technologies. By targeting promising startups and established businesses, Uncorrelated Ventures seeks to enhance the efficiency and effectiveness of software solutions that underpin critical infrastructure systems.

Caisse de dépôt et placement du Québec (CDPQ) is a privately owned investment manager based in Quebec City, Canada, established in 1965. It serves pension funds, insurance plans, and various organizations, focusing on long-term investment strategies. The firm operates globally across multiple asset classes, including public equity, fixed income, private equity, infrastructure, and real estate. CDPQ's private equity investments range from direct investments to fund of funds, emphasizing minority stakes rather than controlling interests. Its portfolio includes sectors such as healthcare, energy, materials, financial services, information technology, and consumer products. The firm also has a notable interest in mining and natural resources at all stages of development. In real estate, CDPQ targets direct investments in shopping centers, office buildings, and multi-residential properties. For fixed income, it invests in a variety of securities, including treasury bills and mortgage-backed securities. CDPQ employs fundamental analysis to guide its investment decisions and seeks opportunities in Quebec, North America, and Asia, with a commitment to sustainability and long-term value creation.

Wellington Management Company LLP, founded in 1928 and headquartered in Boston, Massachusetts, is a prominent investment management firm providing comprehensive solutions to institutional clients worldwide. The firm specializes in a diverse range of investment strategies, including equity, fixed income, multi-asset, and alternative investments, tailored to meet the unique return and risk objectives of its clients. Wellington Management employs a collaborative approach, leveraging proprietary research and analytical tools to identify opportunities and manage risks across global capital markets. The firm caters to a wide array of clients, including sovereign institutions, endowments, foundations, wealth managers, and insurance companies, spanning more than 50 countries. With a focus on long-term investment principles, Wellington Management fosters independent thought and debate within its teams, ensuring that resources are effectively utilized to deliver consistent results. The firm also emphasizes environmental, social, and governance (ESG) considerations in its research and investment processes, engaging with companies on key ESG topics.

The Public Investment Corporation (PIC) is a government-owned investment management company in South Africa, established in 1911. It exclusively serves the public sector, managing funds for public bodies that include pension, provident, social security, and guardian funds. As one of Africa's largest and most successful investment managers, PIC operates with a diversified portfolio that encompasses various asset classes, including listed and unlisted equities, bonds, properties, and cash. The corporation's investment strategy incorporates both in-house and externally managed assets, with a focus on maximizing returns for the public sector while adhering to responsible investment principles. Through its comprehensive approach, PIC plays a crucial role in supporting the financial sustainability of public institutions in South Africa.

Bpifrance Financement S.A. is a French financial institution that provides a range of financing solutions and support services aimed at fostering the growth of startups, small and medium-sized enterprises (SMEs), and mid-cap companies. It offers various financial products, including medium to long-term loans, export insurance, and leasing options for both tangible and intangible assets. Additionally, Bpifrance supports companies through consulting services, guarantees for bank financing, and training for executives. The organization also engages in direct investments and manages funds aimed at enhancing the financial landscape for businesses at different stages of their development. Established in 1980 and based in Maisons-Alfort, France, Bpifrance was formerly known as OSEO S.A. and rebranded in July 2013. It operates as a subsidiary of Bpifrance SA, reinforcing its commitment to bolstering the French economy through diversified financial solutions.

Compass Diversified Holdings is a public company that focuses on owning and managing a diverse portfolio of middle-market businesses. Established in 1998 and headquartered in Westport, Connecticut, the company specializes in identifying and valuing companies with strong market positions in niche sectors, particularly within the industrials, consumer discretionary, and consumer staples industries. It typically invests between $75 million and $700 million in companies with enterprise values ranging from $150 million to $400 million and EBITDA exceeding $10 million. The firm emphasizes proactive engagement with management teams to create shareholder value and maintains a commitment to transparency in its financial reporting and governance. With a strategy that often involves taking majority stakes, Compass Diversified Holdings aims to foster growth and profitability in its acquisitions.

GIC Pte. Ltd. is a sovereign wealth fund established in 1981 to manage Singapore's foreign reserves. The firm aims to secure Singapore's financial future by investing across a diverse range of asset classes in both public and private markets. GIC's investment focus includes health care, financial and business services, natural resources, real estate, and fixed income. The fund also engages in alternative markets such as foreign exchange, commodities, and money markets. GIC provides seed capital via venture capital funds and invests in start-ups, growth companies, and pre- and post-listed entities, with a particular interest in the technology sector in China. The firm operates through its subsidiaries, including GIC Asset Management, GIC Real Estate, and GIC Special Investments, and maintains a global presence with offices in key financial centers worldwide.

Compass Diversified is a private equity firm based in Westport, Connecticut, with an additional office in Irvine, California. Founded in 1998, the firm focuses on investing in niche industrial and branded consumer companies across various sectors, including manufacturing, distribution, consumer products, business services, safety and security, electronic components, and food services. It specifically targets North American companies and typically invests between $100 million and $800 million in firms with an EBITDA ranging from $15 million to $80 million. Compass Diversified aims to acquire controlling ownership interests, often seeking a majority stake, and usually holds investments for five to seven years. The firm is recognized for its expertise in add-on acquisitions, buyouts, and industry consolidation.

Founded in 2016, Blue Bear Capital is a California-headquartered venture capital firm that specialises investments in energy, renewable, industrial and technology-related companies across the United States.

Bergen Asset Management, LLC is a New York-based global asset management firm specializing in equity investments in high-growth publicly-traded and private companies, primarily outside of the United States. The firm adopts a sector-agnostic approach but shows a preference for industries with potential for above-market medium-term appreciation. Additionally, Bergen manages the Bergen Special Opportunity Fund, which focuses on buyout investments.

DowDuPont Inc. was founded in 2017 through the merger of two prominent companies, Dow and DuPont, combining their complementary portfolios in the Agriculture, Materials Science, and Specialty Products sectors. This consolidation aims to create three independent entities that leverage their scientific expertise to enhance competitiveness and drive long-term growth. By focusing on innovation, DowDuPont seeks to capitalize on market opportunities, positioning itself for profitable future development. Additionally, the company manages defined benefit pension plans that provide retirement benefits based on members' years of service and average earnings, ensuring financial security for its employees.

Their investment approach is adapted to keep pace with a dynamic marketplace.

Dundee Corporation is a publicly owned investment manager based in Toronto, Canada, with an additional office in Vancouver. Established in 1984, the corporation engages in various business activities through its subsidiaries, including investment advisory, corporate finance, energy, resources, agriculture, real estate, and infrastructure. It manages a diverse portfolio of investments, comprising both publicly listed and private enterprises, and strategically invests its own capital alongside that of its clients and partners. With a workforce of over 1,500 employees worldwide, Dundee Corporation focuses on sectors with significant potential to create value for its clients and shareholders.

Divergent Ventures, LLC is a venture capital firm based in Seattle, Washington, founded in 2005. The firm specializes in early-stage and seed investments, focusing primarily on technology companies in sectors such as big data, cloud infrastructure, mobile technology, and data-driven applications. Divergent Ventures typically targets investment opportunities on the West Coast and prefers to invest in the first professional round while reserving capital for follow-on investments. The firm emphasizes close involvement with its portfolio companies, partnering with management teams to address challenges and refine business plans. The Managing Directors—Kevin Ober, Rob Shurtleff, and Todd Warren—bring over 30 years of combined experience in building products and investing in technology-driven firms.

DFH specializes in distribution-related opportunities and is focused on reinvesting in businesses, building long-term value, and driving sustainable growth. Other DFH companies include Grabber Construction Products, Reliable Parts, and Triad Technologies.

Adams Diversified Equity Fund, Inc. is a publicly owned investment manager. The firm provides its services to investment companies. The firm invests in the public equity markets of the United States. It invests in stocks of large-cap companies across diversified sectors to make its investments. The firm employs a fundamental, technical and quantitative analysis with a bottom-up stock picking approach, while focusing on earnings growth prospects, financial strength, cash flow generation, macro-economics, capital allocation, market competition, profitability. It obtains external research to complement its in-house research to make its investments. The firm benchmarks the performance of its portfolios against the S&P 500 Index. It was formerly known as The Adams Express Company. Adams Diversified Equity Fund, Inc. was founded in 1840 and is based in Baltimore, Maryland.

Standard Industries is a privately-held global industrial company operating in over 80 countries with over 15,000 employees. The Standard ecosystem spans a broad array of holdings, technologies and investments—including both public and private companies from early to late-stage—as well as world-class building materials assets and next-generation solar solutions.

Eldridge grows diversified businesses with a focus on Insurance; Credit; Technology; Real Estate; Sports and Media; and Consumer. The firm seeks to build and grow businesses led by proven management teams that have demonstrated leadership and experience to scale an enterprise. Eldridge is headquartered in Greenwich, Connecticut, with additional offices in Beverly Hills, New York, and London.

A hybrid commercial multi family office and robo advisor

Full Investment Portfolio: Money market funds - 0.63% Equity securities - 22.66% Commingled fixed income securities - 25.03% Government and related securities - 16.32% Corporate debt securities - 26.12% Mortgage-backed securities /asset-backed securities - 2.40% Securities lending collateral - 4.96% Cash - 0.51% Diversified growth funds - 2.21% Other - 0.02% Private Equity - 1.10% Real Estate - 5.41% Founded in 1920, Pitney Bowes is an American technology company that provides customer information management, location intelligence and customer engagement products and solutions to its clients across the United States.

Full service wealth management to your family as it continues to evolve and mature

Davenport Resources, LLC is a private equity firm, formed in 1995 to manage private equity funds and to make early stage venture capital investments in innovative technology and energy opportunities. Davenport invests in early and development stages in the following areas: clean technologies infrastructure renewable power development Renewable and clean power generation. Davenport is focused on renewable electric power projects and regenerative technologies in the rapidly changing electric energy sector.

Steel Partners Holdings L.P. is a diversified holding company based in New York, established in 1990. The company operates through various segments, including industrial products, energy, defense, supply chain management, logistics, and banking. It specializes in manufacturing a wide range of products, such as brazing alloys, seamless stainless steel tubing, specialty fasteners, and woven substrates for various applications. Additionally, Steel Partners produces power electronics and motion control equipment for sectors like aerospace and telecommunications, as well as meat processing tools and cutting blades for different industries. The company also engages in financial services, offering consumer and small business loans, credit cards, and deposit-taking activities. Through its subsidiaries, Steel Partners aims to enhance long-term value across its diverse portfolio while actively participating in sectors such as food services, oilfield services, and youth sports.

3M is a diversified technology company founded in 1902 and headquartered in Saint Paul, Minnesota. It manufactures a wide range of products, including adhesives, abrasives, medical devices, dental and orthodontic solutions, electronic materials, and safety equipment. The company operates across several segments: Safety and Industrial, Health Care, Transportation and Electronics, and Consumer. Its products serve various industries, including automotive, healthcare, manufacturing, and consumer markets. 3M is also known for its innovative contributions to health information, food safety, and drug delivery systems, catering to thousands of hospitals globally. Additionally, 3M New Ventures, an investment arm of the company, focuses on identifying and investing in disruptive technologies and early-stage innovations that align with its strategic goals. With operations in over 65 countries, 3M distributes its products through a network of distributors and retailers in more than 200 countries.

Dow Inc. is a global leader in materials science, offering a diverse range of products and solutions for markets such as consumer care, infrastructure, and packaging. The company operates through three main segments: Packaging & Specialty Plastics, Industrial Intermediates & Infrastructure, and Performance Materials and Coatings. The Packaging & Specialty Plastics segment produces ethylene and propylene products, along with various types of polyethylene and elastomers. The Industrial Intermediates & Infrastructure segment supplies ethylene oxides, propylene glycol, and polyurethane systems, among other materials. The Performance Materials and Coatings segment focuses on architectural and industrial coatings, as well as personal care solutions. Dow also engages in property and casualty insurance and reinsurance. Founded in 1897 and headquartered in Midland, Michigan, Dow has a presence in multiple regions including North America, Europe, and Asia. Additionally, the company's investment arm, Dow Venture Capital, specializes in funding early-stage companies across various sectors, including biotechnology and materials science, further enhancing its innovation and market reach.

Alumni Ventures Group, LLC is a venture capital firm founded in 2013 and based in Manchester, New Hampshire, with additional offices in North America. The firm specializes in seed, early-stage, and late-stage pre-IPO investments, focusing on companies that have an alumni connection and an institutional lead investor with relevant expertise. It offers high-quality, diversified venture portfolios to individual investors, particularly accredited alumni from top entrepreneurial schools, who previously lacked access to venture capital opportunities. Alumni Ventures Group invests between $0.01 million and $3 million in various sectors and geographies, without seeking board or observer seats. Additionally, the firm provides focused funds that enable any accredited investor to access a diverse venture portfolio, allowing for investment across different types, sectors, stages, and geographical locations.

Morgan Stanley is a multinational financial services firm that provides a wide range of services to corporations, governments, financial institutions, and individuals across various regions, including Europe, the Middle East, Africa, the Americas, and Asia. The firm is involved in capital raising, financial advisory services, corporate lending, and investment activities, offering underwriting for debt and equity securities, as well as advice on mergers, acquisitions, and restructurings. Additionally, Morgan Stanley operates several private equity and venture capital subsidiaries, focusing on middle-market investments in sectors such as energy, technology, healthcare, and infrastructure. These subsidiaries engage in management buyouts, corporate carve-outs, and growth equity investments, aiming to enhance portfolio company value through operational improvements and strategic acquisitions. The firm also has a significant wealth management division, serving a diverse range of clients, from individual investors to large corporations. Established in 1986 and headquartered in New York, Morgan Stanley emphasizes active capital management across public and private markets to deliver results for its clients.

Investment professionals with a very successful and long track record in acquiring and building middle market companies. Mix of investors and operators, who have brought top-tier excellence into the middle market. They are unique in that the fund's investors are very involved in day to day operations, allowing the decisions to benefit from a broad group of operators and professional investors.

Established in 2012, DVO Real Estate is a New York-based real assets firm that targets investment in residential properties across the United States.

The Riverside Company is a prominent global private equity firm established in 1988, headquartered in New York. It specializes in making control and non-control investments in growth-stage businesses valued at up to $400 million. With a diverse portfolio that includes over 80 companies, Riverside has completed more than 480 transactions across various sectors, including business services, consumer brands, education and training, franchising, healthcare, software, information technology, and specialty manufacturing. The firm operates internationally, with investment activities spanning the United States, Canada, Europe, Japan, South Korea, Australia, and New Zealand.

Diker Management is an investment management firm focused on global Micro and Small Cap equities with the flexibility to invest internationally and across the capitalization spectrum. The Diker team seeks to make multi year investments in innovating companies that are both under followed and inefficiently priced by the investment community.

Anchor Investments is a family office with a specialization in manufacturing and metal fabrication. The company seek manufacturing organizations with a proven performance record and a positive, growth-oriented culture.

JPMorgan Chase is a prominent financial holding company headquartered in New York, offering a wide range of financial services globally. The firm operates through various segments, with its Investment Bank division providing essential investment banking products and services. These include advising clients on corporate strategy and structure, facilitating capital raising in both equity and debt markets, and offering risk management solutions. Additionally, JPMorgan Chase engages in market-making activities for cash securities and derivative instruments, along with prime brokerage services and research. Established in 1799, the company has a long history in the financial sector and continues to serve a diverse clientele with comprehensive banking and financial solutions.

We are value-added investors basically limiting our investments to areas where the team has personal experience, industry connections and specific expertise in the marketplace, business processes, customers, competition, technology and/or regulatory environments. We will be hands-on, active participants (with Board or Advisor seats) in the management and operation of the portfolio companies and any incremental compensation which is earned or provided as a result of such services will be contributed to the fund as well. We will focus on industries (insurance, automotive, media and marketing, data management and analytics, customer satisfaction management, technology and education) where we have spent many years working and where we know both the past, present and hopefully the future directions that these industries will take. We believe there are great opportunities which the radical changes in these industries (created by disruptive innovators) will create for fast movers and early adopters with the experience to offset the most critical risks that these new enterprises pose which are (a) the execution risks that accompany rapid growth combined with (b) the need for quick decision making in an environment of constant change.

Full Investment Portfolio: Cash - 14% Public Equities -17%, Hedge Fund - 7% Private Equity - 25% Real Estate - 16% Infrastructure - 2% Private Debt - 19% Founded in 2000, Dancap Private Equity is a family office based in Canada. The organisation provides investment services to its clients.

An Ohio-based private equity firm focused on investing in lower middle market companies

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.