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Paladin Capital of Tennessee

Located in Nashville, TN, Paladin capital is a premier leader in business acquisition, and ownership transfer, via Employee Stock Ownership Plans (ESOP).  Paladins mission is to provide employee ownership and retirement benefits to to the employees of the sellers company while providing private business owners a meaningful exit strategy that preserves their business legacy. 

Flow

At Flow, AI isnt just a feature—its the core of everything we do. We are transforming the wholesale insurance industry by building a futuristic insurance brokerage where AI powers every aspect of the experience. With advanced AI features already live in production and actively used by our brokers, we are pioneering Wholesale 3.0, equipping brokers with cutting-edge tools to provide unparalleled service. We are creating an ecosystem of AI agents designed to streamline processes and enhance decision-making in the insurance landscape. The industry relies heavily on text—emails, files, and documents—making Generative AI a perfect fit for solving its challenges. Flow leverages AI to deliver meaningful insights, deep analysis, and white-glove support for every transaction, no matter the deal size. By combining human expertise with Platformless AI, we are bringing back the art of wholesale insurance while eliminating the need for outdated portals. In the past seven months, weve grown 250% month-over-month(!) and are forecasting even more massive growth. Were a Series A startup with over $20M raised from top investors like Lightspeed, MunichRe Ventures, and industry angels.

Tru Consulting

Tru Consulting is dedicated to delivering exceptional Anaplan implementation and consulting services with a focus on delivery excellence. What sets us apart is our commitment to an agile, collaborative, and client-centric approach that empowers our clients to achieve their goals and drive measurable strategic impact. By leveraging our deep industry expertise in higher education and public sector, cutting-edge technology, and innovative methodologies, we are able to provide tailored solutions that address our clients most pressing challenges and opportunities. Our goal is not just to deliver projects on time and within budget, but to become a true partner to our clients, and support them as serve their communities, institution, and constituents. Why Tru Consulting? —We have over 350+ years of collective experience working in the higher education and public sector industries. — We bring proprietary modeling frameworks and tried and true approaches tailored to education and public sector connected planning. — We have a proven track record and are 100% referenceable across our 60+ clients. To learn more, visit tru.consulting

Sovereign Bank

Sovereign Bank is the largest tribally-owned bank in the United States, owned by the Citizen Potawatomi Nation. The bank focuses on community-driven banking, emphasizing relationships, trust, and financial empowerment for both Native and non-Native customers. It was rebranded in 2023 to honor its tribal heritage and continues to prioritize financial stability and self-sufficiency for families and businesses. With roots tracing back to the acquisition of First Oklahoma Bank in 1984, Sovereign Bank combines the capabilities of a large bank with a small-town, relationship-focused approach. The bank promotes personalized banking solutions tailored to individual needs and offers a Financial Learning Hub for education and empowerment. Sovereign Bank is dedicated to serving all communities and investing in people, fostering opportunity and stability for future generations.