Brian McLaughlin

TA Associates Management LP(TA Associates) is a venture capital firm headquartered in Boston. The firm is founded in 1968 by Peter Brooke a subsidiary of TA Associates Management Holding LP.

Genstar Capital Management LLC is a private equity firm founded in 1988 by Dennis H. Chookaszian. The firm is headquartered in San Francisco., California.

First Eagle Investment Management LLC (FEIM) is a SEC-registered investment advisor and holding firm headquartered in New York City. The firm was founded in 1864 and formerly known as Arnhold & S. Bleichroeder Advisers, Inc. FEIM provides investment advisory services primarily to mutual funds, private funds, collective investment trusts and institutional separately managed accounts (SMAs), as well as to a registered, closed-end interval fund. The firm serves as the investment adviser to the First Eagle Funds, First Eagle Variable Funds and to the First Eagle Credit Opportunities Fund, which are registered investment companies.

Brinker Capital Securities, Inc. engages in the provision of securities brokerage services. It offers multi-asset investment solutions, wealth advisory, retirement plan services, technology solutions, and RIA services. The company was founded by Irwin Charles Widger in 1987 and is headquartered in Berwyn, PA.

HgCapital LLP (HgCapital) is a private equity firm founded in 1985 by Craig M. Donaldson. The firm is headquartered in London, United Kingdom with additional offices in Munich, Paris, New York and San Francisco.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO.

CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities.

ACL Services Ltd. develops software solutions for banking and lending, education, local and federal governments, and state and provincial governments. Its products include HighBond, RiskBond, AuditBond, Rsam ThirPartyBond, Rsam IncidentBond, ComplianeBond, FraudBond, RsamContinuity Bond, Rsam CyberBond, ControlsBond, Rsam ITGRCBond, Rsam PolicyBond, and ACL Robotics. The company was founded by Harald Will in 1987 and is headquartered in Vancouver, Canada.

AssetMark, Inc. is a SEC-registered investment advisor headquartered in Concord, California. The firm was founded in 1985 as Genworth Financial Asset Management. They are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., which is owned by Huatai International Investment Holdings Ltd. in Hong Kong. AssetMark provides various investment supervisory services to registered investment companies and a variety of clients, which include but not limited to individuals, investment companies, pension and profit-sharing plans, corporations, partnerships, trusts, insurance companies and other investment managers.

Mercer Advisors, Inc. engages in the provision of a wealth management solutions. It offers financial planning, investment management, estate planning, tax planning, and corporate trustee. The company was founded by Howard Rochestie, Gene Dongieux, and Kendrick Mercer in 1985 and is headquartered in Denver, CO.

Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL.

Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC.

AmeriLife Group LLC engages in the development, marketing, and distribution of life and health insurance, annuities and retirement planning solutions. Its products include fixed annuities, health insurance, supplemental health insurance, medicare, and life insurance. The company was founded by Gary Boesch in 1971 and is headquartered in Clearwater, FL.

Dress for Success Cleaners provides garment care services. Its services include clean, crisply pressed laundered dress shirts with missing buttons replaced at no charge, professional dry cleaning, expertly spotted and presse, uniforms including police, fire, band, military and airline, household items such as comforters, duvets, drapes, linens, sleeping bags, wedding gowns expertly cleaned and preserved, leather and suede and minor alterations. The company was founded by Greg Buckingham in 1991 and is headquartered in Irvine, CA.

Financial-Information-Technologies LLC offers electronic funds transfer (EFT) and electronic data interchange (EDI) services. It provides delivery data exchanging, invoice settlement, payment activity reconciling, and purchase management services. The company was founded by Scott P. Riley in 1991 and is headquartered in Tampa, FL.

Access Technology Group Ltd. is a holding company, which enagges in the development of business management software solutions. It offers a range of on-premise and cloud based solutions in finance, human resource, payroll, warehousing, business intelligence, professional services automation, and manufacturing. The company was founded on September 27, 2005 and is headquartered in Colchester, the United Kingdom.

Cetera Financial Group Inc. engages in the provision of brokerage and advisory services for financial professionals and institutions. Its portfolio of products include mutual funds, life insurance, stocks, bonds, fixed and variable annuity products, estate planning, college education planning, and cash management accounts. The company is headquartered in El Segundo, CA.

Money Management Institute provides advice and professionally-managed investment solutions to individual and institutional investors. It provides advisory solutions through advocacy, educational initiatives, regulatory affairs, publications, data reporting and professional networking. The company was founded in 1997 and is headquartered in New York, NY.

IntelliFlo Ltd. engages in the provision of software solutions to the financial services sector. It offers onboarding services, customer success, training academy, and iO insight. The company was founded by Nick Eatock and Akeel Ahmed in 2004 and is headquartered in Kingston-upon-Thames, the United Kingdom.

AffiniPay LLC provides payment processing services. It offers credit card and online payment processing services for attorneys that safeguards lawyers' funds in compliance with tax laws. The company was founded by Amy M. Porter in 2005 and is headquartered in Austin, TX.

Vistara Capital Partners Ltd. (Vistara Capital Partners) is a private equity firm founded in 2015 by Randy Garg and Fabio M. Banducci. The firm is headquarters located in Vancouver, Canada.

Russell Investments US Institutional Holdco, Inc. engages in the provision of asset management services. The company was founded on November 10, 2016 and is headquartered in Seattle, WA.

Retriever Medical/Dental Payments, Inc. provides credit card processing services. It serves the medical and dental community. The company was founded by Frank Shiner and is headquartered in Valhalla, NY.

The Invest In Others Charitable Foundation is a 501(c)(3) organization that is backed by the financial services industry. The foundation's mission is to enhance the charitable efforts of financial advisors, employees, and their firms.

Tulip Bidco Ltd. is engaged in providing investment services. The company was founded on October 25, 2016 and is headquartered in London, the United Kingdom.

Part of Riva Topco Ltd., Riva Holdco 2 Ltd. functions as an investment holding British company. The company is based in St. Albans, UK. Founded in 2016.

GC Two Holdings, Inc. operates as a holding company which interests in firms that invest in middle-market companies. The company was founded in 2018 and is headquartered in San Francisco, CA.

Riva Holdco 1 Ltd. is a leading manufacturer of custom engineered textile solutions based in North Wales. Riva offers a wide range of textile services, utilizing various industry-leading techniques, and is proud to be a tier 1 supplier to the sector's most prestigious brands. The British company uses traditional handcrafted manufacturing techniques and offers innovative textile products developed to support the emergency services who have very unique and specific requirements. All operations are controlled from one secure facility. The private company was founded in 2016 and has been supplying SMEs to OEMs for over 30 years.

Riva Topco Ltd. is a holding British company founded in 2016 that develops software as a service platform. The private company is based in St. Albans, UK. and has subsidiaries in United Kingdom.

Part of HGCapital Mercury Nominees Ltd., FE Topco Ltd. is a holding British company that provides retail fund information services to asset management industries. The company is based in London, UK and was founded in 2016.

Part of HGCapital Mercury Nominees Ltd., Tulip Holdco Ltd. is an investment holding British company. The company is based in London, UK. Founded in 2016, Tulip Holdco functions as an investment holding company.

Founded in 2016, Tulip Midco Ltd. (Greater London) is a British company that functions as an investment holding company. Part of HGCapital Mercury Nominees Ltd., the company is based in London, UK.

Part of Riva Topco Ltd., Riva Midco Ltd. is a British company that provides information technology services. The company is based in St. Albans, UK. Riva Midco was founded in 2016.

TA/WEG Parent LLC operates as a venture capital firm. The company is headquartered in Plymouth, MN.

The51 Ventures, Inc. (The51 Ventures) is a venture capital firm founded in 2019 by Judy Fairburn, Shelly Kuipers, and Alice Reimer. The firm is headquartered in Calgary, Alberta.

Nitrogen Wealth, Inc. is a growth platform for wealth management firms and financial advisors. The private company is based in Auburn, CA. Nitrogen has been revolutionizing the way financial advisors and wealth management firms grow since the launch of Riskalyze in 2011. The company helps advisors turn leads into meetings, meetings into valued clients, and clients into referral champions. Nitrogen invented the Risk Number®, built on top of a Nobel Prize-winning academic framework, and is the champion of the fearless investing movement. The company was founded by Aaron Klein and Mike McDaniel, with Aaron Klein serving as the CEO since incorporation.

Part of TA Associates Management LP, WEG Consolidated LLC is a company that provides investment services. The company is based in Boston, MA.

BVP Forge is a private equity subsidiary of Deer Management Co. LLC founded in 2018. The firm is headquartered in Redwood city, California.