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Yieldstreet is reimagining the way wealth is created by providing access to alternative investments previously reserved only for institutions and the ultra-wealthy. Its technology platform provides access to investment products across a range of asset classes such as Real Estate, Commercial, Consumer, Art, Marine, Legal Finance and Aviation.

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Salary.com is the leading SaaS provider of compensation market data, software, and analytics, bringing more of the trusted data and intuitive software organizations need to get pay right.

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CityFirstBroadway is a leading provider of financial products and services to economically underserved urban communities.

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MVB Financial Corp., the holding company of MVB Bank, Inc., is publicly traded on The Nasdaq Capital Market® (“Nasdaq”) under the ticker “MVBF.” 

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MVB Financial Corp., the holding company of MVB Bank, Inc., is publicly traded on The Nasdaq Capital Market® (“Nasdaq”) under the ticker “MVBF.” 

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Reward connects Financial Institutions and Retailers via a plug-and-play platform that drives engagement and incremental spend across channels and product lines. 

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About our client

Energy Recovery Inc. manufactures energy recovery devices for oil and gas, chemical and water industries globally.

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Evolv Technology, Inc. is the leader in human security. The Company is dedicated to making the world a safer place by helping to protect innocent people from mass shootings, terrorist attacks and similar violent acts. 

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About our client

About our client

About our client

Hallmark Financial Services, Inc. is a diversified property and casualty insurance holding company headquartered in Dallas, Texas.

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Members Mutual Holding Company provides life insurance protection targeted to the middle American market through its two operating subsidiaries, Fidelity Life Association and Efinancial.

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About our client

Since 2005, BridgePoint has been the pioneering force in developing Canada’s litigation finance market. 

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Glenfarne Group, LLC (“Glenfarne”), established in 2011, is a developer, owner and operator focused on energy and infrastructure businesses across the investment-grade Americas.

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Agreement Express Inc. is a leading client onboarding platform for financial services. The Agreement Express platform allows financial institutions to design and execute consistent automated onboarding experiences across their product offerings and channels while providing deep analytics that enables proactive and personalized client advice.

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Montagu is one of Europe's longest standing private equity firms and has been successfully investing in leading mid-market businesses for nearly fifty years.


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ICD is a leader in institutional trading and investment risk management. ICD's next-generation Software-as-a-Service portal, best practices methodologies and award-winning Transparency Plus® exposure analytics, support corporate treasury with end-to-end solutions. 

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Founded in 2002, WilsonHCG is a leading global provider of recruitment process outsourcing and talent management solutions. WilsonHCG bolsters organizations’ efforts to attract, engage and retain the talent they need to win in the rapidly evolving marketplace.

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Founded in 2006, Energage is a HR Technology employee engagement company based in Exton, PA and formerly known as WorkplaceDynamics. 

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Envoy combines expert legal representation – for both inbound and outbound immigration – and proprietary technology, making it seamless for companies to hire and operate an international workforce. 

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CallRail provides call tracking and analytics to more than 65,000 companies and marketing agencies globally. CallRail’s intuitive software helps data-driven marketers optimize the performance of their advertising campaigns, increase sales effectiveness, and improve customer retention.

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Professional Capital Services (PCS) provides a comprehensive, unbiased back-office solution for independent financial advisors. 

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AML RightSource, a Gabriel Partners company, is the leading provider of AML/BSA and Financial Crimes co-sourcing solutions. With well over 500 AML/BSA professionals, AML RightSource provides highly-trained AML/BSA professionals and subject matter experts to its clients in order to meet their AML/BSA regulatory demands

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West Town Bancorp, Inc. (“West Town” or the “Company”) is the holding company for West Town Bank & Trust (the “Bank”), a North Riverside, IL-based bank established in 1922. The Company was recapitalized by a North Carolina investor group in 2009 and focuses on community banking and government guaranteed business lending.

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My Alarm Center, LLC is the 9th-largest provider of residential security alarm monitoring and home automation services in the U.S. Operating through six branch office locations, the Company currently serves over 185,000 subscribers across North America.

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The majority shareholder of Bottega is the US/Brazilian entrepreneur Nana Baffour, who operates in the IT services market through Grupo Cimcorp. One of the 10 most important ICT service providers in Brazil, Grupo Cimcorp offers innovative solutions in network, datacenter, cloud computing, UC&C and workspace.


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PLx Pharma Inc. is a late-stage specialty pharmaceutical company focused on developing its clinically validated and patent-protected PLxGuard™ delivery system to provide safe and effective aspirin products.

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Headquartered in Denver, CO, Punch Bowl Social, a high growth restaurant and entertainment concept, is the leader in the “Eatertainment” restaurant category. 

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Roadrunner Transportation Systems, Inc. is a leading asset-light transportation and logistics service provider offering a full suite of solutions, including customized and expedited less-than-truckload, truckload and logistics, transportation management solutions, intermodal solutions, and air.

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The Reflexis cloud-based Real-Time Store Operations Platform helps retailers simplify store operations, provide improved line of sight for field managers, and streamline corporate processes. 

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About our client

ALung Technologies, Inc. is a privately-held Pittsburgh-based developer and manufacturer of innovative lung assist devices. Founded in 1997 as a spin-out of the University of Pittsburgh, ALung has developed the Hemolung RAS as a dialysis-like alternative or supplement to mechanical ventilation.

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Aerpio Pharmaceuticals, Inc. is a biopharmaceutical company focused on advancing first-in-class treatments for ocular diseases. The Company’s lead program, AKB-9778, is a small molecule activator of the Tie2 pathway and is in clinical development for diabetic retinopathy.

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Engage is an innovative, market-leading solutions provider for the global loyalty and incentive industry. Engage products include its proprietary SaaS-based platform that manages end to end loyalty rewards, employee recognition, sales and sales channel incentive programs on a global basis. 

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ASSIA is a strategic partner and trusted solutions vendor to broadband service providers worldwide. ASSIA solutions enable providers to grow revenues, increase customer satisfaction, improve operational efficiencies, and deliver new multimedia content to the broadband-enabled home.

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Empire is a privately held, sponsor-backed wholesale distributor of motor fuels. They distribute fuel to over 1,300 retail outlets across 25 states, making Empire one of the largest wholesale fuel distributors in the United States.


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The Medicrea Group is solely responsible for introducing personalized value-based healthcare solutions to the global complex spine market.

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About our client

GPM Investments, LLC, together with its subsidiaries, is one of the largest privately-owned companies in the convenience store channel of business, operating 667 company stores, as well as, over 100 dealer locations. 

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Bank of Commerce Holdings is a bank holding company headquartered in Redding, California and is the parent company for Redding Bank of Commerce which operates under two separate names (Redding Bank of Commerce and Sacramento Bank of Commerce, a division of Redding Bank of Commerce).

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Sunshine Bancorp, Inc. was formed in 2014 as the holding company for Sunshine Bank. Sunshine Bank serves individual and business customers from ten branch locations and two loan production offices in Hillsborough, Pasco, Polk, Sarasota, Manatee, and Orange Counties, Florida.

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Bank of the James Financial Group, Inc. is the parent company of Bank of the James (“the Bank”), its wholly-owned bank subsidiary. Bank of the James is headquartered in Lynchburg, Virginia and operates eleven full-service locations, two limited-service branches, two loan production offices, and an investment services division. 

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MobilityWorks is an Ohio-based Inc 500|5000 company with more than 750 full-time employees throughout the country and is the USAs largest mobility dealer of wheelchair accessible vans. Founded in 1997, MobilityWorks now has 57 showrooms in 21 states.

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