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The professionals of Provenance Wealth Advisors provide a comprehensive approach to estate, financial, business and investment planning. We take pride in helping clients to navigate complex financial and risk environments. Our team of experienced planners carefully evaluates our clients` personal financial situations and their business and family responsibilities against a backdrop of their long and short-term goals. Proper planning is a process. We understand the steps required to create a comprehensive life plan, the delicate conversations that often take place and the technical details that tie everything together. The team`s areas of expertise include: • Estate planning • Business structures and business succession planning • Retirement planning • Investment planning • Insurance planning • Legacy planning • Charitable and philanthropic planning • Special needs planning For more infromation, call (954) 712-8000, visit www.provwealth.com or follow us on Facebook at Provenance Wealth Advisors and Twitter at @provwealth. Provenance Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdiction that are not addressed on this site. Contact your local Raymond James office for information and availability.
Cordiant Capital is a Montrí©al, QC-based company in the Financial Services sector.
Founded in 2015 and based in Dallas, Texas, Pearl`s investment strategy is simple – leverage the team`s deep-rooted relationships in the energy industry to partner with best-in-class management teams pursuing attractive risk-reward opportunities in the upstream, midstream, and service sectors. Pearl was founded by industry veterans Billy Quinn, former Managing Partner of Natural Gas Partners, and Chris Aulds, former co-founder of TEAK Midstream and Crosstex Energy Services. Together, Billy and Chris have more than 50 years of experience in the energy business. This unique combination of energy investment and operational expertise sets Pearl apart and gives us the perspective to understand the challenges and opportunities in today`s energy industry. Pearl targets small to middle market investment opportunities with equity capital requirements between $25 and $75 million dollars. We work collaboratively with our portfolio companies to evaluate opportunities, make strategic decisions, and execute investment realizations.
In a little over 10 years, MRC has grown from an initial investor of a single commercial property to an innovative, dynamic firm. Intentional in its investment strategies, MRC is dedicated to partnering with companies, entrepreneurs, developers, and innovators positioned and ready to achieve rapid growth. MRC provides capital opportunities through both private equity investments and specialty debt structures by focusing on a variety of opportunities in diverse sectors that offer the potential to network with local business leaders and organizations. The continual success of the company is made possible by its outstanding veteran and new leadership; MRC is elated to have found such remarkable additions in Brooke, Michael, Terry, Kendra, and Austin.
March Capital is a top-tier venture growth firm headquartered in Santa Monica, California and investing globally since 2014. March identifies entrepreneurs with a provocative vision to lead the future and later-stage companies poised for hyper-growth, then dares to go all in by leading rounds with deep conviction and concentration risk. With $1B+ in capital over 4 funds and across 30 market-leading technology companies, March accelerates the digital transformation of Cloud-based software, automation, AI, & IT infrastructure. Our vision is to create a best-in-class technology investment platform by combining intense sector focus, patience, access to a global leadership network (including founding The Montgomery Summit), and high-impact portfolio engagement to inspire & to accelerate extraordinary companies.