Investment Banking (Industry Sector: Financial Services)

Periculum Capital Company is a leading Midwestern investment and merchant banking firm, serving the corporate finance needs of growth and other middle market companies through providing mergers and acquisitions advisory services, corporate finance and capital markets services, special situations services for companies experiencing balance sheet and/ or earnings stress, and merchant banking services. The firm was founded in 1998 with the vision of bringing high levels of financial advisory and transaction skills to middle market companies.

The PhillipCapital Group of companies spans 16 countries and offers a comprehensive suite of financial services including futures, foreign exchange, equities, fixed income, bonds, unit trusts, real estate, and insurance. With shareholder's equity greater than $1 billion and global assets under custody/management greater than $30 Billion, the group has been profitable each year since its founding. Phillip Capital employs more than 3,500 people worldwide, with its major interests in Singapore, Hong Kong and other member companies operating in China, Japan, Malaysia, Thailand, Indonesia, Sri Lanka, United Kingdom, France, Australia and Turkey.

Phoenix Capital Resources provides exceptional, independent investment banking solutions to middle market companies encountering special situations. PCR assists "special situation"​ clients with complex transactions including: • Mergers & Acquisitions; • Private Placements; and • Financial Restructuring. Phoenix’s suite of companies, Phoenix Management Services (PMS) and Phoenix Capital Resources (PCR), provides a unique platform to the marketplace.

Pi Capital is a global advisory firm. Its mission is to be the preferred bankers to the entrepreneurs and corporates at the forefront of the next wave of technological change. Pi Capital offers its global network, transaction, sector and financial product expertise to catapult its clients forward in realizing their vision. All regulated activities and securities offered through Marco Polo Securities Inc. Marco Polo Securities Inc. is a member of FINRA and SIPC.

Pinecrest Capital Partners is a premier investment banking firm based in Dallas, Texas that offers exclusive advisory services to middle market companies with enterprise values typically ranging from $25 million to $500 million. Pinecrest’s team of highly experienced professionals, led by Senior Managing Director Barrett Kingsriter, operates across a variety of industries and is an expert in managing transaction processes. By focusing on high-touch advisory and one-stop solutions, Pinecrest works to position clients with the goal of maximizing transaction outcomes and realizing the full value of their companies. The Pinecrest team has more than 75 years of combined experience in investment banking and has a depth of transactional knowledge and experience. Structured as a Merchant Bank, Pinecrest Capital Partners offers investment banking services and actively seeks opportunities to invest directly in companies seeking capital. Pinecrest's investment banking services include mergers and acquisitions, sell-side and buy-side; private capital sourcing; strategic advisory; and project finance. The industries Pinecrest serves include healthcare; industrials and manufacturing; transportation and logistics; energy, utilities and infrastructure; aerospace and defense; consumer products; technology and outsourced business services. In addition to investment banking advisory services, Pinecrest also makes both control and non-control investments in select companies with strong business models, experienced management teams and unique value propositions. Messrs. Kingsriter and Renkes are registered representatives of and Securities and Investment Banking Services are offered through BA Securities, LLC Member FINRA SIPC. Pinecrest Capital Partners and BA Securities, LLC are separate and unaffiliated entities.

PINTORESCO ADVISORS, LLC provides highly selective advising and consulting services, offering a wide range of M&A, corporate finance and strategic consulting to boards of directors, business owners and management teams. Company principals have collectively worked with firms operating in a broad range of industries, and have successfully executed over $30 billion of mergers, acquisitions, divestitures, financings and other complex business deals and transactions. OUR SERVICES We provide a wide range of M&A, corporate finance, operational and strategic consulting services, including the following: MERGERS & ACQUISITIONS - Mergers, direct and indirect investments, acquisitions and divestitures (both 'buy-side' and 'sell-side' assignments) - Formulate offers and responses - Sourcing qualified acquisition candidates - Valuation analysis - Deal structuring - Due diligence management - Negotiation advisory and execution - Partnership structuring - Licensing arrangements - Large transactions advising STRATEGIC & BUSINESS CONSULTING - Strategy development and implementation planning - Business case analysis - Regulatory analysis and planning - Initiating, structuring & negotiating strategic partnerships, supply-chain and distribution arrangements - Develop sales & marketing plans - Focused competitive analysis - Client proposals and presentations - Market entry analysis and in-country introductions CORPORATE FINANCE - Due diligence preparation for financings - Develop detailed financing plans - Construct detailed financial projection models - Business valuations - Structured finance transactions (leveraged buy-outs, ESOPs) - Direct private placements of equity & debt - IPO planning, structuring and execution - Introductions to and management of outside professional assistance (legal, financial, accounting, insurance) - Assist in composing confidential information memorandums

PJT Partners is a leading independent investment bank. Across its three divisions, PJT Partners delivers a comprehensive range of advisory and capital raising solutions to achieve clients’ strategic objectives. Strategic Advisory: The firm consistently delivers innovative solutions to highly complex challenges across M&A, spin-offs, private placements, structured products and other transactions. Restructuring & Special Situations: PJT Partners is a leading advisor to companies and creditors in restructurings and bankruptcies around the world.

Pleasant Bay Capital Partners is a private equity firm focused on acquisitions, recapitalizations, and minority investments in lower-middle market companies. Pleasant Bay Capital Partners focuses on Healthcare, Technology, Business Services, Consumer and Industrial Products & Services companies with greater than $10M in revenues and profits in the $2M-20M EBITDA range. Transactions types include buyouts, growth equity, recapitalizations, shareholder liquidity, and acquisitions.

Plethora Businesses is a leading M&A firm specializing in business sales, mergers, acquisitions, valuations, and corporate strategy management. The firm has been successfully advising business owners & investors throughout the United States since 1999. It is proud of its history, the relationships it has built and the hundreds of completed transactions and projects.

For more than 160 years, PNC has been committed to supporting its customers, communities, employees and shareholders. PNC also offers customers – from individuals and small businesses, to corporations and government entities – a wide range of products and services. At PNC, we work hard to provide the easiest way to bank and invest to help customers achieve financial well-being. They strive to provide a great customer experience through branches, care center, ATMs, online and mobile solutions. Customers have secure and convenient access to personal financial expertise, tools and competitive products and services.