Simon Perna

Capital Z Partners Management LLC (Capital Z Partners) is a private equity firm founded in 1990 by Bradley Cooper and Robert Spass. The firm is headquartered in New York.

Simplicity Financial Marketing Holdings, Inc. engages in financial products and consulting services. Through its subsidiaries, it provides annuity, life insurance, investment, and retirement solutions to independent insurance professionals, financial advisors, and corresponding clients. The company is headquartered in Summit, NJ.

Therapy Partner Solutions Holdings LLC is a parent organization for five companies in the therapy industry. The company is based in Fernandina Beach, FL. The company's services include optimizing operations, finance, staffing, recruiting, compliance, and billing. The company employ over 600 professionals and service clients and partners across the continuum of care. The outpatient clinic partnership model developed by Therapy Partner Solutions allows clinic owners to share in the ongoing value created as their practice grows, while also participating in the expansion of their clinic footprint. The CEO of the company is Steve Chenoweth.

FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers.

VisionLink, Inc. engages in software development for medical care services. Its services include professional support options, implementation support, community summits, and technical training. The company was founded by w.Douglas Zimmerman in 1996 and is headquartered in Boulder, CO.

U.S. Bank provides investment advice. The company was founded in 1962 and is headquartered in Lawrence, KS.

Peakwork AG develops software products for travel industry. It offers DRV GlobalTypes, It enables all individual attributes relating to a hotel to be tagged using a DRV unique code and therefore unifying all attributes regardless of the supplier to a single standard. The company was founded in 2009 and is headquartered in Dusseldorf, Germany.

K2 Insurance Services LLC engages in the provision of underwriting and distribution franchise in the insurance market. The company was founded by Patrick J. Kilkenny and Robert James Kimmel in 2011 and is headquartered in San Diego, CA.

GP Bullhound Asset Management Ltd (GP Bullhound) is a venture capital subsidiary of GP Bullhound Ltd founded in 1999 by Manish Madhvani, Christian Lagerling, Per Christer Roman and Hugh Alastair Campbell. The firm is headquartered in London, United Kingdom.

Pegasus Tech Ventures, Inc.(Pegasus Tech Ventures) is an independent Venture Capital firm founded in 2011 by Anis Uzzaman and Vitaliy Arbuzov. The firm is headquartered in San Jose, California with additional offices around the world.

ColorTokens, Inc. is a leading innovator in SaaS-based zero trust cybersecurity solutions. The private company is based in Palo Alto, CA. The company provides enterprises with a unique set of products and services for securing applications, data, and users across cloud and hybrid environments. ColorTokens helps businesses accurately assess and improve their security posture dynamically through its award-winning Xtended ZeroTrust™ platform and context-aware machine learning-powered technologies. ColorTokens was founded by Nitin Mehta and Rajesh Khazanchi, and Rajesh Khazanchi has been the CEO since incorporation.

Slingshot Power PBC manufactures solar systems, electric vehicle charging stations and LED lighting. The company was founded by Ravi K. Chiruvolu and is headquartered in Los Altos, CA.

Pacific Point Wealth Management LLC is based in Rancho Santa Fe, CA. Pacific Point Wealth Management LLC is a financial management company that was founded in 2020.

McLarens LLC provides claims adjusting services. The firm specializes in the areas of property, aviation, casualty, technical services, marine and transit, crime and specie, agriculture, claims management, and audit. It manages property claims, such as hospitality, real estate, manufacturing, healthcare, technology, general commercial property, and global and regional accounts; and property loss management program that include loss valuation and mitigation, business interruption assistance, international resolution and integrated subrogation support. The company was founded in 1931 and is headquartered in Peachtree Corners, GA.

Atria Wealth Solutions, Inc. provides wealth management solutions. The firm offers investment advice, portfolio management, securities, and other financial services. The company was founded by Douglas John Ketterer, Eugene Elias, Jr., and Kevin Beard in 2017 and is headquartered in New York, NY.

Ceská sporitelna as provides banking services. The firm’s products include accounts and cards, loans, mortgage and equity loans, investing and insurance. It operates through the following segments: Retail Banking, Corporate Clients, Real Estate, Asset & Liability Management, Large Corporate Clients and Group Markets. The company was founded on February 12, 1825 and is headquartered in Prague, Czech Republic.

North American Co. for Life & Health Insurance engages in the provision of quality insurance products to consumers throughout the U.S. It offers a comprehensive portfolio of term, universal life, and indexed universal life insurance products. It also offers a wide variety of traditional fixed and fixed index annuities and consistently ranks among the top fixed index annuity carrier in the U.S. The company was founded in 1886 and is headquartered in Chicago, IL.

Lee Equity Partners LLC (Lee Equity Partners) is a private equity firm founded in 2006 by Thomas Haskell Lee and Mark K. Gormley. The firm is headquartered in New York.

DLJ Real Estate Capital Partners LLC is an independent global real estate private equity firm which was founded in 1995. Formerly a subsidiary of Credit Suisse First Boston Private Equity, Inc., the firm was spun off as an independent entity in 2011. The firm is headquartered in New York City with additional offices in Los Angeles, London, Hong Kong and Tokyo.

Permanent General Assurance Corp. provides nonstandard automobile insurance. It sells non-standard, specialty, auto insurance to high risk drivers. The company offers insurance through independent agents in California, Florida, Georgia, Ohio, South Carolina and Wisconsin. Permanent General Assurance was founded in 1967 by Edward M. Brown and is headquartered in Nashville, TN.

The Committee for Hispanic Children & Families, Inc. engages in combines education and advocacy to expand opportunities for children and families of Latino community. Its services are early care and education institute and youth development. The company was founded in 1982 and is headquartered in New York, NY.

Part of Capital Z Partners Management LLC, Capital Z Partners LP is a general partner. The company is based in New York, NY.

Affiliated Wealth Partners Holdings LLC engages in the provision of consumer finance services. The company was founded in 2015 and is headquartered in Scottsdale, AZ.

MidCap Financial Services LLC provides debt solutions to middle-market healthcare companies. It offers asset based lending products, which include revolving lines of credit, asset based term loans, enterprise value term loans, and debtor in possession lines of credit; and real estate lending products, such as first mortgage and mezzanine loans. The firm also provides leveraged lending; and life sciences lending that include life sciences venture loans and revolving lines of credit. It has offices in Bethesda, Los Angeles and Chicago. The company was founded by Howard T. Widra, Steve M. Curwin, David G. Moore, William Gould, Kevin McMeen and Clare Bailhe in 2008 and is headquartered in Bethesda, MD.