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Veritable, L.P. is one of the leading companies in the Financial Services sector.
marsico capital management is a Denver, CO-based company in the Financial Services sector.
Primary Venture Partners is a seed-stage venture capital fund based in NYC. The fund is run by Brad Svrluga and Ben Sun, who have a combined 30-year track record as successful investors and operators.
Juniper Advisory is a specialized investment bank based in Chicago that focusses exclusively on non-profit hospital mergers and acquisitions.
Greenhill & Co., Inc. is a leading independent investment bank focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments. It acts for clients located throughout the world from its offices in New York, Chicago, Frankfurt, Hong Kong, Houston, London, Madrid, Melbourne, Paris, San Francisco, Singapore, Stockholm, Sydney, Tokyo and Toronto.