Jonathan Krieger

Carter, Morse & Goodrich, Inc. provides investment banking services. It offers sales and divestitures, capital raises, acquisition services, and pre-transaction advisory to consumer, healthcare, manufacturing and technology industries. The company was founded in 1987 and is headquartered in Southport, CT.

Trenwith Group LLC owns and operates a group of financial service businesses. It provides corporate finance and valuation services to middle market companies through its Trenwith Securities and Trenwith Valuation subsidiaries. The company was founded in 1981 and is headquartered in Costa Mesa, CA.

UBS Americas, Inc. provides investment advice services. It offers wealth, asset management and investment banking services. The company was founded in 2000 and is headquartered in Stamford, CT.

Palla Capital Corp. (Palla Capital) is a private equity firm founded in 2021 by Srikanth Palla. The firm is headquartered in Darien, Connecticut.

Sandhurst Capital provides investment services. The private company is based in Darien, CT.

ETS Strategic Capital (ETS Strategic Capital) is a private equity/venture capital subsidiary of Educational Testing Service, Inc. founded in 2012 by Ralph E Taylor Smith. The firm is headquartered in Princeton, New Jersey.

Deloitte LLP (New York) engages in the provision of audit, consulting, tax, and advisory solutions. It offers services relating to tax, consulting, audit and assurance, Deloitte private company services, mergers and acquisitions, risk and financial advisory, analytics, and cloud. The company was founded by William Welch Deloitte, George A. Touche, Charles Waldo Haskins, and Elijah Watt Sells in 1845 and is headquartered in New York, NY.