Kohl Capital Associates provides growth and transformation services for businesses, focusing on financial advisory and commercial real estate. The company offers services in capital acquisition, cash flow management, and decision-making for business expansion. They serve small to mid-sized businesses across sectors that require assistance in capital management and real estate investments. It was founded in 2005 and is based in Long Beach, New York.

SafeWater Capital Advisors LLC is a financial services company focused on investment banking in the lower middle-market sector. The company offers services including capital raising, mergers and acquisitions (M&A), financial advisory, and restructuring. SafeWater Capital serves privately-held companies, assisting with complex financial circumstances. It was founded in 2021 and is based in Dallas, Texas.

Cascadia Capital operates as an investment bank that provides strategic partnerships and financial advisory services. The company serves both private and public growth companies, as well as financial sponsors. It operates in various industries, including business services, consumer & retail, energy & applied technology, food, beverage & agribusiness, healthcare, industrials, and technology. It was founded in 1999 and is based in Seattle, Washington.

Baird focus in wealth management, investment banking, asset management, and private equity. The company provides services such as financial planning and investment strategies for individuals and families, corporate finance and capital markets services for businesses, and asset management for institutional clients. Baird serves individuals, families, corporations, and institutional investors globally. It was founded in 1919 and is based in Milwaukee, Wisconsin.

Generational Consulting Group provides mergers and acquisitions (M&A) advisory services within the financial sector. It offers services including business exit planning, valuation, capital markets advisory, growth consulting, wealth advisory, and digital services, to assist in the buying and selling of businesses. It serves privately-held businesses that are looking to exit and maximize their business valuation. It was founded in 1987 and is based in Richardson, Texas.

Mirus Capital Advisors is a mid-market investment bank that engages in mergers and acquisitions across various sectors including consumer, industrial, business services, healthcare, and technology. The company provides services such as sellside and buyside advisory, capital raising, and valuation, with an emphasis on transaction preparation and execution for business owners. Mirus Capital Advisors serves middle-market growth businesses, family-owned firms, private equity-backed companies, and publicly-traded companies. It was founded in 1987 and is based in Burlington, Massachusetts.