| Name | Title | Contact Details |
|---|---|---|
Courtney Morgan |
Managing Director, Chief Compliance Officer, iCapital Markets LLC | Profile |
Lauren Singer |
Vice President, Legal Counsel | Profile |
Max Schwartz |
Vice President, Legal Counsel | Profile |
Joshua Lee |
Vice President, Legal Counsel | Profile |
First Choice Financial is a Tampa, FL-based company in the Financial Services sector.
3 billion of assets under management on 31 December 2019 represented by the value of cash securities and other economic exposure managed for clients.
Chessiecap is a Bethesda, MD-based company in the Financial Services sector.
Mainsail Partners is a private equity and venture capital firm specializing in middle market, late venture, management buyouts, recapitalizations, growth equity, and growth capital investments. It does not invest in startups, early stage, and turnaround situations. The firm seeks to invest in bootstrapped companies in business services, enterprise software, software-as-a-service (SaaS), financial services and technology, healthcare services and information technology, payment processing, franchising, life sciences, Internet-based services, e-commerce, wireless technology, technology-enabled business services sectors. It prefers to invest in companies based in the United States and Canada. The firm invests between $2 million and $25 million of equity capital in companies with annual revenues between $4 million and $50 million, enterprise value between $4 million and $100 million, and an EBITDA between $1 million and $8 million. It may acquire minority and majority shareholder stakes in its portfolio companies. The firm seeks to act as a lead investor and prefers to have a board seat in its portfolio companies. It makes investments in bootstrapped companies that have risen minimal outside capital to fund their operations. Mainsail Partners was founded in 2003 and is headquartered in San Francisco, California.
EnerTech Capital is a Wayne, PA-based company in the Financial Services sector.