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Capital Z Partners Management LLC (Capital Z Partners) is a private equity firm founded in 1990 by Bradley Cooper and Robert Spass. The firm is headquartered in New York.

Citadel Investment Advisory, Inc. (Citadel) is a privately-held, SEC-registered investment advisor and wealth management firm headquartered in Willoughby, Ohio. The firm was founded by Kurt T. Liedtke in 1996. Citadel provides investment advisory services to individuals and their tangential accounts such as IRA's, trusts, and individual retirement plans. To a lesser extent, other clients would include incorporated entities, trusts, estates, retirement accounts. The firm does not work with banks, thrifts, or investment companies.

Lightyear Capital LLC (Lightyear Capital) is a private equity subsidiary of Marron & Associates LLC founded in 2000 by Donald Baird Marron. The firm is headquartered in New York.

Citi Ventures Inc. (Citi Ventures) is a venture capital subsidiary founded in 2007 by Deborah C. Hopkins. The firm is headquartered in San Francisco, California.

The Portfolio Group, Inc. provides legal search and placement services. The private company is based in New York, NY. The CEO of the company is Timothy J. Morris.

Prestige Insurance Holdings Ltd. operates as a holding company whose subsidiaries provides insurance services. The company was founded on September 21, 2007 and is headquartered in County Antrim, the United Kingdom.

ProfitSolv Corp. provides integrated billing, payments, and software solutions for legal, accounting, and other professional services firms including consulting, architecture, and engineering firms. The company is headquartered in United States.

Partners& Ltd. is an insurance advisory company based in High Wycombe, UK. and has subsidiaries in United Kingdom. Partners& aims to offer the best insurance advisory services for businesses and private clients in the UK. The British company was founded in 1951. Philip Andrew Barton has been the CEO of the company since 2020.

PracticeTek Purchaser LLC is an investment firm established by industry veterans with decades of experience at the helm of successful software enterprises. The company is based in San Diego, CA and has subsidiaries in the United States. The company's solutions empower allied professionals to connect with their patients and grow their business. The company was founded in 2020. Steven G. Auerbach has been the CEO of the company since 2023.