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Nelson Capital Management is a Palo Alto, CA-based company in the Financial Services sector.
Founded in 2008, Lincoln Peak Capital is a long-term, supportive equity partner to entrepreneurial management teams of high-quality asset management firms. Leveraging its deep industry experience and proven value-add approach, Lincoln Peak provides capital and expertise to help its partner firms successfully transition ownership and enhance their core capabilities. Since inception, Lincoln Peak has invested in category-leading asset management firms that collectively manage more than $100 billion.
Juniper Advisory is a specialized investment bank based in Chicago that focusses exclusively on non-profit hospital mergers and acquisitions.
Burnham gibson is a Irvine, CA-based company in the Financial Services sector.
ALM First Financial Advisors is a Dallas, TX-based company in the Financial Services sector.