OWNER PRIVATE

Owner

Goods & Services

Financial planning and investment advisory services; Financial services, namely, wealth management services; Investment advisory services; Investment management; Estate planning; Private equity consultant services; Private equity fund investment services; Management of private equity funds; Venture capital advisory services; Venture capital financing; Venture capital fund management; Providing venture capital, development capital, private equity and investment funding; Investment banking services; Financial services, namely, raising debt and equity capital for others; Business brokerage services and related consulting pertaining to business sales, mergers, acquisitions and business valuations; Financing services; Commercial lending services; Insurance brokerage; Insurance consultancy; Real estate investment consultancy; Financial appraisal and valuation of businesses; Mortgage banking services, namely, origination, acquisition, servicing, securitization and brokerage of mortgage loans; Financial services, namely, corporate workout, debt restructuring, receivership, and loan resolution for commercial loans

Business management consulting; Business organization consulting; Business succession planning; Business acquisition and merger consultation; Accounting services; Tax and taxation planning, advice, information and consultancy services; Executive recruiting services; Business networking

Education services, namely, providing non-downloadable webinars in the field of business, finance, investments, wealth management, entrepreneurship and mergers and acquisitions; Providing on-line publications in the nature of articles, newsletters, reports and guides in the field of business, finance, investments, wealth management, entrepreneurship and mergers and acquisitions; Educational services, namely, conducting conferences, seminars and workshops in the field of business ownership, entrepreneurship, business management, business succession, mergers and acquisitions, private equity, finance, investments, wealth management, financial planning, estate planning, tax planning, lending and insurance