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Founded in 1980, GTCR is a leading private equity firm focused on investing in growth companies in the Financial Services & Technology, Healthcare, Technology, Media & Telecommunications and Growth Business Services industries. The Chicago-based firm pioneered The Leaders Strategy™ - finding and partnering with management leaders in core domains to identify, acquire and build market-leading companies through transformational acquisitions and organic growth. Since its inception, GTCR has invested more than $18 billion in over 200 companies.
Dale Q Rice Investment Advisor is a Vancouver, WA-based company in the Financial Services sector.
Moneta, ranked by InvestmentNews as the Midwest`s largest independent RIA with more than $20 billion in AUM and 300 employees, delivers a level of service and loyalty to its clients that only a completely independent, 100% employee-owned company can offer. Moneta provides a full spectrum of financial planning services to successful individuals and families, empowering them to navigate life`s path and protect what they cherish. For closely held businesses and organizations, Moneta manages their retirement plan benefit with a smart approach and passionate emphasis on improving the retirement outcomes of their employees. Barron`s ranked Moneta No. 4 among the nation`s independent RIAs for its combination of quality and scale. The firm consistently earns praise for the way it invests in and takes care of employees, named as a top place to work by publications such as InvestmentNews, the St. Louis Business Journal and St. Louis Post-Dispatch for six years in a row. MonetaU – the company`s internal Talent and Organization Development program – tangibly demonstrates the value Moneta places on all of its employees by significantly investing in everyone`s professional growth and education throughout the full life of their career at the firm. This approach attracts and retains the industry`s top talent while promoting a culture that rewards those who continually pursue improvement.
Arctaris Impact Investors, LLC is a Boston-based impact investment firm with experience spanning more than 11 years, 6 funds, and both debt and equity investments. Arctaris invests in growth-oriented operating businesses and community infrastructure projects located in Opportunity Zones and other underserved communities. Arctaris utilizes an innovative capital structure, blending public capital from federal and state government agencies with private capital from institutional investors, foundations, and CRA banks. As a result, each of Arctaris` funds is designed to provide attractive returns along with the benefit of principal-protection, while also spurring economic development in underserved communities. In 2018, Arctaris launched its 4th fund, the Arctaris Impact Fund, LP, which aims to originate $500m of growth capital investments to businesses in underserved regions with an emphasis on inner cities and targeted rural communities. The Impact Fund`s structure is designed to provide above-market returns, liquidity, principal-protection, and CRA credit (for bank investors), while revitalizing underserved communities. The Fund includes significant principal-protection through foundations and government partners. In 2019, Arctaris launched its 5th fund, the Arctaris Opportunity Zone Fund 2019, LLC, which received significant allocation and principal guarantees from the Kresge Foundation, the State of Maine, and other government economic development agency partners. And in 2020, Arctaris launched its 6th fund, the Arctaris Opportunity Zone Fund 2020, LLC, which builds on the success of the 2019 Opportunity Zone Fund in underserved communities throughout the U.S.
JPB Enterprises is a Columbia, MD-based company in the Financial Services sector.