Clayton G. Deutsch

Boston Private Financial Holdings, Inc. engages in the provision of banking services. It operates through the Private Banking; and Wealth Management and Trust segments. The Private Banking segment offers services to privately owned businesses, private partnerships, and non-profit organizations. The Wealth Management and Trust segment offers planning-based financial strategies, wealth management, family office, financial planning, tax planning, and trust services to individuals, families, institutions, and nonprofit institutions. The company was founded on September 2, 1987 and is headquartered in Boston, MA.

Boston Private Bank & Trust Co. provides investment advice. The company was founded on November 1, 1983 and is headquartered in Boston, MA.

McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY.

Courageous Sailing Center transforms lives through sailing programs that inspire learning, personal growth and leadership. The company was founded in 1987 and is headquartered in Boston, MA.

Part of SVB Financial Group, BPFH Holdings LLC is a private company that provides intermediate and industrial credit. The company is based in Boston, MA.

Cascade Acquisition Corp. is a blank check company. It was formed for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was founded on August 14, 2020 and is headquartered in Miami Beach, FL.