| Name | Title | Contact Details |
|---|
Athena Capital Advisors is a privately owned registered investment advisor founded in 1993 by Dr. Lisette Cooper. The firm has approximately $5.5 billion in assets under management, with offices in Lincoln, MA; New York City, NY; and San Francisco, CA. Athena Capital offers clients investment advice and management as their external chief investment officer, as well as wealth planning, impact investing, and investment administration and reporting services. Athena Capital`s clients include both taxable families and tax-exempt institutions. Employing a customized, research-driven approach to strategic and tactical asset allocation, Athena Capital invests across all asset classes and builds portfolios customized to each client`s particular circumstances and objectives.
Founded in 1984, Hellman & Friedman (H&F) is one of the oldest and most experienced private equity investment firms. We are well respected for our focused investment strategy targeting large-scale private equity investments in high quality, growing businesses. H&F has offices in San Francisco, New York and London.
Leap Financial is a Denver, CO-based company in the Financial Services sector.
AZA Capital Management is a Troy, MI-based company in the Financial Services sector.
Ten Oaks Group is a family office focused on corporate carve-out and divestiture opportunities in the lower-mid market, across industries and geographies, with EBITDA of up to $50m. We typically focus on corporate carveouts or companies in transition but will consider an investment in any opportunity with long-term value creation potential.