Michael Zupon

Provides wealth management, securities trading and sales, corporate finance and investment banking services

Nationally chartered commercial bank

Provides personal, commercial and business banking services

Provides investment advisory services

Functions as a College/University

Carlyle Group seeks investment opportunities in companies located in the United States. The firm focuses on a broad range of sectors and industries. It provides financing in the form of debt and equity.

Sound Harbor Partners provides financing to middle-market companies. The firm seeks to invest in middle-market companies with strong management teams. They invest in both debt and equity securities to fund balance sheet restructuring needs and strategic growth initiatives. Investments may be structured as secured loans, senior debt, subordinated debt and equity securities. Their investments generally range from $10 million to $50 million. They may make larger investments in conjunction with co-investors. Safe Harbor Partners focuses on investments in the consumer, energy, healthcare, industrial and media & telecommunications sectors. They target operationally sound that have a sustainable competitive advantage.

Tribeca ESP invests in companies located in the United States and United Kingdom, primarily in London. The firm targets companies operating in the fields of fintech, deep tech & science, data, insurtech and proptech sectors. It provides financing for seed to early stage capital requirements with an investment size of USD 1 - 2 million.

Orangewood Partners Mgmt invests in companies located in the United States primarily in North America. The firm focuses on companies operating in the field of consumer, business, multi-unit, franchise, human capital, health and wellness . It provides financing for buyout and growth transactions with an investment size of USD 25 - 100 million. It also acquires controlling and minority interest.