Lee Harriss Roberts

VantageSouth Bancshares, Inc. is a bank holding company, which engages in the management and operation of banks. It offers checking and savings account, lending, business and consumer credit cards, and mortgage lending for businesses and individual customers through VantageSouth Bank. The company was founded on April 27, 2001 and is headquartered in Raleigh, NC.

Piedmont Community Bank Holdings, Inc. operates as a bank holding company. It was established to build a strong community banking franchise across the Carolinas and Virginia. It offers personal and commercial banking services through its subsidiaries. Piedmont also controls VantageSouth Bank, a community bank based in Burlington, NC. The company was founded in 2009 by Adam Abram and Scott Custer and is headquartered in Raleigh, NC.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Cherokee Investment Partners LLC is a Private Equity and Venture Capital firm founded in 1996 by John A. Mazzarino and Thomas F. Darden. The firm is headquartered in Raleigh.

Crescent State Bank is a wholly owned subsidiary of Crescent Financial Bancshares. The bank operates 15 full-service banking offices in the communities of Cary (2), Apex, Clayton, Garner, Holly Springs, Sanford, Southern Pines, Pinehurst, Raleigh (3), Knightdale and Wilmington (2), North Carolina. Founded and headquartered in Cary, NC, they pride themselves on being able to provide fast, local decision-making and quality customer service to each of their customers. Their bankers are hand-picked members of the community with strong banking backgrounds. Through one's expertise they are able to help their customers make sound financial decisions.

Ravenscroft School, Inc. provides educational services. It offers pre-kindergarten through 12th grade, and is divided into three divisions: lower school, middle school, and upper school. The company was founded in 1862 and is headquartered in Raleigh, NC.

SharpVue Capital LLC (SharpVue Capital) is a private equity subsidiary of Curi Capital LLC founded in 2016. The firm is headquartered in Raleigh, North Carolina.