James T. Maxwell

Part of Fidelity National Information Services, Inc., Reliance Financial Corp. is a company that provides private lending services. The company is based in Atlanta, GA. Reliance Financial was acquired by FIS Wealth Management Services, Inc. on July 16, 2014 for $110 million. The CEO of the company is James T. Maxwell.

Tampa, Florida-based Sabal Investment Management Company provides investment management, trust administration, estate and custody services to individuals, families, corporations and not-for-profit organizations. The firm was formerly known as EPW Investment Management.

Headquartered in Charlotte, North Carolina, Banc of America Securities (BAS) is the investment banking subsidiary of Bank of America Corp (NYSE: BAC). The firm provides both the domestic and international equity and investment banking markets, and pursues a strategy pioneered by Citigroup that combines corporate lending with investment banking advice and services. They provide high-yield debt underwriting and leveraged finance, in addition to industry coverage groups such as healthcare, media and telecom, financial institutions, real estate and gaming. BAS also does a significant amount of work for Financial Sponsors, or private equity firms, often financing leveraged transactions. Following the strategy of Goldman Sachs, the firm lacks a standalone mergers and acquisitions department, instead employing mergers and acquisitions senior bankers throughout the industry coverage groups. The firm is registered as a broker/dealer with the SEC, is a member of the NYSE, and the NASD. The use of Banc in the BAS's name is indicative of the fact that the company is not a bank, and their deposits and other holdings are not insured by the FDIC.