Scott S. Kotarba

Kotarba Partners & Co. LLC (KPC) is an independent hedge fund manager headquartered in Westlake, Texas. The firm was founded by Scott S. Kotarba in 2014. KPC seeks to build long-term value for high-net-worth families and institutional accredited investors.

Broadreach Capital Partners LLC is an Independent Private Equity firm founded in 2002 by John Andrew Foster, Marcum D. E. Khouri and Craig G. Vought. The firm is headquartered in Palo Alto.

Genstar Capital Management LLC is a private equity firm founded in 1988 by Dennis H. Chookaszian. The firm is headquartered in San Francisco., California.

Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families.