Spencer Hoffman

Lovell Minnick Partners LLC (Lovell Minnick Partners) is a private equity subsidiary of Lovell Minnick Holdings LLC founded in 1999 by Jeff Dale Lovell and Jim Edward Minnick. The firm is headquartered in Radnor, Philadelphia.

ALPS Holdings, Inc. operates as a holding company which through its business units provides investment products and servicing solutions to the financial services industry. The firm's business units include ALPS Advisors, ALPS Fund Services and ALPS Distributors. It delivers asset management and asset servicing solutions through offices in Boston, Golden, New York, Seattle and Toronto. The company was founded in June 1985 and is headquartered in Denver, CO.

SVB Leerink Holdings LLC operates as an investment bank holding company with interest in investment services. The firm provides equity research, institutional sales and trading, corporate finance and strategic advisory services. The company was founded in 1995 and is headquartered in Boston, MA.

H.D. Vest, Inc. operates as a holding company with interests in providing financial services. The firm through its subsidiaries offers financial products, advisory and custodial services, insurance and retirement services. The firm offers financial services under the HD Vest name; securities through HD Vest Investment Services and; advisory services through HD Vest Advisory Services. The company was founded in 1983 by Herbie Darwin Vest and is headquartered in Irving, TX.

Charles Taylor Ltd. engages in the provision of professional services and technology solutions to the insurance market. It operates through the following segments: Charles Taylor Claims Services, Charles Taylor Insurance Management, and Charles Taylor InsureTech. The company was founded in 1840 and is headquartered in London, the United Kingdom.