R. Taylor

The Carlyle Group LP (Global Private Equity) is a private equity firm founded in the year 1990 by William E. Conway, Jr. and Daniel A. D'Aniello. The firm is headquartered in Washington DC.

Brand Group Holdings, Inc. operates as bank holding company for The Brand Banking Company. It provides full bank services for the needs of individuals and businesses. It offers personal and commercial banking services and real estate investment services. The company was founded on December 16, 2003 and is headquartered in Lawrenceville, GA.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Conifer Financial Services LLC provides investment services. It offers innovative solutions, services and technologies. The company was founded in 1989 and is headquartered in San Francisco, CA.

Cynosure Group /Private Equity/ (Cynosure Group) is a private equity firm founded in 2014 by Herbert Scruggs, Keith Taylor, and Spencer Eccles. The firm is headquartered in Salt Lake City, Utah.

BrightPlan LLC provides portfolio management and investment advisory services. The firm specializes in financial advice, wealth management, investment management, financial planning and asset management. The company was founded by Marthin de Beer in 2015 and is headquartered in Los Gatos, CA.

Part of SCMI, Inc., Savant Wealth Management LLC is an independent, fee-only wealth management firm providing comprehensive financial advice to financially established individuals and institutions. The company offers investment management, financial planning, retirement planning, and family office services. Additionally, Savant also offers corporate accounting, tax preparation, payroll, and consulting through its affiliate, Savant Tax & Consulting, and estate planning document preparation and other legal services through its affiliated law firm, Savant Legal LLP. Savant's headquarters are in Rockford, IL, with locations across the nation. Savant is an SEC registered investment adviser with $13.50 billion in assets under management as of March 31, 2022. The company was founded in 1986 by Brent Raymond Brodeski, who has been the CEO since then.

Steward Partners Global Advisory LLC provides wealth management and investment advisory services. It offers advisory services, banking and lending strategies, wealth planning solutions, institutional consulting, and insurance planning, The company is headquartered in Washington, DC.