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Dynasty Financial Partners is the leading provider of investment and technology platforms for independent financial advisors with sophisticated client needs. We offer a comprehensive open-architecture platform of the finest wealth management solutions and technology to help independent advisors best protect and grow their clients’ wealth with absolute objectivity. Based in New York, Dynasty Financial Partners is led by a team of executives with extensive experience across all aspects of the wealth management industry and a passion for open-architecture, independence, client advocacy and partnership. We have the highest quality and most comprehensive platform to facilitate the transition of investment advisors to an independent structure, which allows for transparent, unbiased advocacy for their clients.
CenterGate Capital is a private equity firm focused on improving and growing lower middle market companies. In order to realize their potential, these companies need flexible capital, strategic guidance and strong management teams. We bring together a balance of transactional and operational experience along with a network of advisors and strategic relationships, which provide our portfolio companies with exceptional resources. CenterGate Capital`s goal is to realize shareholder value for our investors and all other stakeholders of our portfolio companies. Our holistic approach to value creation utilizes proven best practices to identify market opportunities, offer tailored investment structures and serve as active board members. We advise our portfolio companies on team building, strategic acquisitions, geographic expansion, operations improvement, KPI management and financial reporting.
Bridge Growth Partners employs deep investment experience, strategic insight, and operational expertise to identify significant opportunities in technology and financial services and capitalize on these investments to create enduring value for its portfolio companies and other stakeholders
Invictus MD targets companies with proven brands, strong customer focus, and significant growth potential. We not only provide capital to meet these objectives but also years of management experience from a team that has been successful in all facets of business from start-ups to running large international organizations.
Export Development Canada is Canada's export credit agency, offering innovative financing, insurance and risk management solutions to help Canadian exporters and investors expand their international business.