| Name | Title | Contact Details |
|---|
Preston Hollow Capital ("PHC") is a Dallas-based merchant bank focused on municipal specialty finance, commercial finance and asset management. Preston Hollow Capital was formed in 2014 by a senior team from ORIX USA comprised of executive management, sourcing, credit and business operations professionals. With approximately $363 million of equity capital and a team that has succeeded across cycles in multiple commercial credit verticals, PHC differentiates itself with its ability to deliver capital with speed, certainty and flexibility.
Fulcrum Capital Partners specializes in the design and implementation of retirement plans, executive benefits and exit planning for closely held businesses.
Total Asset Planning is a Cincinnati, OH-based company in the Financial Services sector.
The Leman Group is a Toronto, ON-based company in the Financial Services sector.
Prommis Solutions is a Atlanta, GA-based company in the Financial Services sector.