Martin McFarland

Cherry Bekaert Advisory LLC provides business consulting, accounting, auditing, and tax advisory services. The private company is based in Raleigh, NC. Michelle Loyd Thompson has been the CEO of the company since 2002.

Part of EdgeCo Investor Holdings LP, EdgeCo Holdings is a leading provider of technology-enabled solutions for financial intermediaries and their clients. The company is based in Pittsburgh, PA. The company services approximately $130 billion in client assets under custody or administration and more than 15,000 financial advisors and 500 financial institutions. For four decades, EdgeCo Holdings’ companies have provided technology-enabled solutions and support services to financial intermediaries and their clients, including full-service retirement plan administration, brokerage, advisory, and trust and custody solutions. The CEO of the company is Paul Schneider.

Parthenon Capital LLC (Parthenon Capital) is a private equity firm founded in 1998 by John C. Rutherford. The firm is headquartered in San Francisco, California.

Relation Insurance, Inc. engages in the provision of insurance brokerage services. It offers employee benefits, property and casualty, retirement consulting, personal lines, and education solutions. The company was founded in 2007 and is headquartered in Walnut Creek, CA.

loanDepot.com LLC provides mortgage and non-mortgage lending products. It engages in retail, consumer direct, wholesale, personal loan, affinity and servicing operations. The firm offers fixed rate, adjustable rate, jumbo, federal housing administration and veterans administration loans. It also provides information regarding home purchase process and refinancing. The company was founded by Anthony Hsieh in January 2010 and is headquartered in Foothill Ranch, CA.

Millennium Trust Co. LLC engages in the provision of alternative custody solutions to institutions, advisors, and individuals. It offers rollover and self-directed individual retirement account, and retirement and custody services. The company was founded in 2000 and is headquartered in Oak Brook, IL.

H.D. Vest, Inc. operates as a holding company with interests in providing financial services. The firm through its subsidiaries offers financial products, advisory and custodial services, insurance and retirement services. The firm offers financial services under the HD Vest name; securities through HD Vest Investment Services and; advisory services through HD Vest Advisory Services. The company was founded in 1983 by Herbie Darwin Vest and is headquartered in Irving, TX.

Institutional Cash Distributors LLC operates as an institutional trading and investment risk management company. The firm?s investment products include money market funds, short duration bond funds, federally insurance cash account, commercial paper, separate accounts, tradeweb market products. The company was founded by Jeffrey C. Jellison, Thomas P. Newton and Edwin P. Baldry in 2003 and is headquartered in San Francisco, CA.

Venbrook Group LLC provides brokerage and specialty insurance services. It offers commercial, personal life, accident, and health insurance services. The company was founded by Marc Joseph Bishara and Jason D. Turner in 2000 and is headquartered in Woodland Hills, CA.

Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA.

Kroll Bond Rating Agency, Inc. provides credit rating services. The firm also provides other banking and financial services. The entity was founded by Jules B. Kroll in 2010 and is headquartered in New York, NY.

Altamont Capital Management LLC ( Altamont Capital Management) is a private equity firm founded in 2010 by Jesse T. Rogers, Randall Eason and Keoni Schwartz. The firm headquartered located in Palo Alto, California.

Whale Point Acquisition Corp. is a blank check company, which engages in effecting a merger, capital stock exchange, asset acquisition, stock purchase, and reorganization or similar business combination. The company was founded on April 22, 2022 and is headquartered in Short Hills, NJ.

PayLink Payment Plans LLC provides payment plan financing and payment processing services. The firm also offers business solutions for vehicle service contract providers. The company was founded by Rebecca Howard, Ralph Shayne and Gary Chodes in 2006 and is headquartered in Chicago, IL.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Edgeco Holdings, Inc. is a provider of technology-enabled retirement solutions for financial institutions. The firm also provides a suite of technology and support services including full service retirement plan administration, brokerage, advisory and trust and custody services to a diverse national client base of financial intermediaries. It includes registered representatives, investment advisors, and other financial intermediaries including retirement plan record-keepers, TPA?s, bank trust departments, broker dealers, and insurance companies. The company is headquartered in the Delaware.

Part of Juniper Networks, Inc., Trilogy, Inc. develops flexible and customizable IPSec security software. The company is based in Concord, MA. The company was founded by Oliver Tavakoli. Joseph A. Liemandt has been the CEO of the company since 1989. Trilogy was acquired by Funk Software, Inc., part of Juniper Networks, Inc. from December 01, 2005 on January 28, 2002.

Envysion, Inc. provides cloud-based video driven business intelligence solutions. It provides Web-based video management solutions to video surveillance markets. The company provides managed video as a service platform, a video management software that is hosted through the Internet. It serves restaurants, retail companies, financial service companies, hospitality, and convenience store operators in North America. Envysion was founded by Dan P. Caruso, Matt Steinfort and Robert Hagens in 2006 and is headquartered Louisville, CO.

Oasis Legal Finance LLC provides cash flow funding to law firms and non-recourse funding to plaintiffs. Its financial services include lending money to law firms and providing cash advances to persons suing for damages arising from personal injuries or other damages to parties in litigation and other legal proceedings. Oasis Legal Finance was founded by Gary Chodes and is located in Northbrook, IL

Southern Auto Finance Co. (SAFCo) is a widely respected leader in helping a broad range of customers get the credit they're due. They specialize in providing fast and flexible financing for individuals with prior credit problems, no credit history, or hard-to-verify income, with the ultimate goal of turning their customers from credit-challenged to credit-worthy. SAFCo has been meeting the special finance needs of franchise and select independent dealers since 1991. The company is located in Fort Lauderdale, FL.

Trilogy.com, Inc. is a company that specializes in edge computing and cloud installations. The company is based in Austin, TX. Trilogy utilizes its Linx™ virtual private network and Conex infrastructure platform to build a unified, distributed multi-tenant cloud capability on a single network fabric to provide 1.5 million square miles of edge compute capability across rural areas. Trilogy Metals Inc. is a metals exploration and development company that holds a 50 percent interest in Ambler Metals LLC, which has a 100 percent interest in the UKMP in Alaska. The company's vision is to develop the Ambler mining district into a premier North American copper producer. The Trilogy Heart Valve System is a novel TAVR device indicated for the treatment of both AR and AS. The company recently founded the Rural Cloud Initiative, which aims to promote and accelerate the digital transformation of rural areas. The company was founded in 1990 by Terry Bishop as a manufacturers representative firm and has since evolved into one of the largest and most respected sales, service, and consulting organizations in the electronics industry. The company was founded in 1989. Kathy Slowinski has been the CEO of the company since 2023.

Scentair Technologies LLC engages in the provision of scent marketing solutions and fragrance delivery systems. It offers services to hospitality, retail, and healthcare clients. It services include sales and marketing; fragrance development; product development; customer service; and behind the scenes. The company was founded in 1994 and is headquartered in Charlotte, NC.

White River Capital, Inc. operates as a financial services holding company, which engages in the acquisition of subprime auto receivables from both franchised and independent automobile dealers through its subsidiary. The company was founded in 2004 and is headquartered in Indianapolis, IN.

CardWorks, Inc. provides credit card services such as adjustment and collection services. The firm provides services through CardWorks Servicing and Merrick Bank divisions which include third-party services of credit cards and issues, collections, risk management and portfolio management. The company was founded by Donald M. Berman in 1987 and is located in Woodbury, NY.

DaySmart Software, Inc. develops and sells business management software. The firm?s solutions include salon iris, 123pet, inkbook and orchid. Its core technologies include online booking, reputation management, financial reporting, strategic marketing, business performance dashboards, staff management, text marketing, quickbooks sync and client database. The company was founded by Christianna Rose Jackson and Mark Roderick Jackson in 1999 and is headquartered in Wixom, MI.

AmWINS Group, Inc. engages in the provision of insurance products and services. It offers property, casualty, professional lines, small business, personal lines, standard lines, group benefits, and underwriting programs. The firm serves the public entity, construction, energy, environmental, transportation, healthcare, hospitality and entertainment, manufacturing and distribution, professional and financial services, and real estate industries. The company was founded in 1998 and is headquartered in Charlotte, NC.

PRIMIS Marketing Group, Inc. provides database marketing services and information solutions. It offers data sourcing and enhancement, modeling and analysis, data management, and optimization. The firm serves the printing, agency, travel and hospitality, financial services, healthcare, ecommerce, energy and utility, retail, and telecommunication industries. The company was founded by Robert K. Sher in 2003 and is headquartered in Chicago, IL.

General Electric Capital Corp. provides financial products and services. Its services include commercial loans and leases, fleet management, financial programs, credit cards, personal loans, and other financial services. The firm’s solutions include energy finance and aviation finance. The company was founded in 1943 and is headquartered in Norwalk, CT.

Cayan LLC provides secure payment processing solutions and merchant account services. Its products include genius platform, genius countertop, genius handheld, payment processing, gift and stored value, and equipment. The company was founded by Henry Helgeson and Scott Zdanis in 1998 and it is headquartered in Boston, MA.

Etix Promotions, Inc. provides web-based ticketing services. It provides box office ticketing solutions with digital marketing services, social networking tools, reporting, promo codes and upsell tools and calendar widget. The company was founded in 2000 by Travis James Janovich and is headquartered in Morrisville, NC.

Ipreo Insite, Inc. provides shareholder management, analysis, reporting and valuation solutions and services. Its products, Qval and CapControls, are the industry standards for the administrative, deal modeling, and valuation needs for largest GPs and their portfolio companies. The company serves venture capital/private equity investors and private companies in their portfolios. It has offices in Boulder, Nashville and San Francisco. Shareholder InSite was founded by Brett Matthew Suchor and Charles E. Blankenship Jr. in 2012 and is headquartered in Nashville, TN.

eSecLending, Inc. provides securities lending solutions. The firm offers collateral and liquidity services to institutional investors by utilizing its existing trading, operational and administrative capabilities in securities lending and repurchase agreements. The company was founded by Walter T. E. Danco in 2000 and is headquartered in Boston, MA.

Periscope Holdings, Inc. provides e-Procurement software solutions. The firm?s services include procurement transformation services, strategy development, organizational assessments, relevant benchmarking, process reviews, and strategic sourcing services. The company was founded by in 2001 and is headquartered in Austin, TX.

Electronic Payment Providers, Inc. develops debt management and collections system solutions. The firm offers merchant services, security certification, ACH processing, virtual terminals, web portals, and online billing services. The company was founded by James A. Worman, Dan J. Willis, and John R. Mousheghian in 2003 and is headquartered in Phoenix, AZ.

PCP Managers LLC engages in the provision of investment advice. The company is headquartered in San Francisco, CA.

BlueSnap, Inc. provides e-commerce payment services, specializing in secure global payment processing and payment gateways for B2B and B2C businesses. It offers B2B invoicing, marketplaces, digital goods, SaaS, healthcare, logistics and freight, gaming, and education services. The company was founded in 2001 and is headquartered in Waltham, MA.

Payroc LLC engages in the provision of payment processing solutions. It also offers merchant acquiring solutions together with key card brand network payment sponsorship registrations. The company was founded by Ryan Hallett, Adam Oberman, and Nicholas Oberman in 2003 and is headquartered in Des Plaines, IL.