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BVCA – The investment bank for closely-held businesses. BVCA works with entrepreneurs in selling their businesses or making strategic purchases of new product lines or other companies. Investment Banking Services and Securities offered through Independent Investment Bankers Corp. a broker-dealer, Member FINRA/SIPC BV Capital Advisors is not affiliated with Independent Investment Bankers Corp. BVCA works in following areas Energy & Petrochemical Technology Transportation & Logistics Life Sciences Consumer Goods Environmental Food & Beverage Services: BUY SIDE Define parameters and the sector of interest and desired characteristics Research acquisition targets Provide confidential contact with the targets to obtain and execute a non disclosure agreement allowing the process to advance Prepare a preliminary transaction valuation once information is exchanged Build the terms structure leading to preparation of either an indication of interest or a more formal letter of intent Negotiate agreements along with legal counsel, monitor due diligence process through the transaction closing Assist with post transaction integration as needed SELL SIDE Meeting with company owners, determine goals and expectations, provide a detailed outline of the process and how to prepare for the most efficient process leading to a successfully executed transaction Company data collection, preliminary valuation and market share analysis and begin building a protected virtual data room to house essential documents Market analysis, sector buyer activity and level of acquisition interests Define the transaction objectives and preliminary company valuation Develop list of targeted potential private equity groups, family offices and strategic acquirers based on industry familiarity and after obtaining owner’s approval to approach them Prepare a Confidential Company Memorandum and an Executive Marketing Profile for targeted marketing purposes Obtain signed Confidentiality Agreements and begin process of providing the Confidential Company Memorandum to interested parties and seeking indications of interest Negotiate and enter into a formal non-binding letter of intent with the selected party Manage the due diligence response process via the data room and arranging of conference calls with the various constituent groups on the acquisition side Participation with transaction legal counsel in the negotiations involved in finalizing the definitive closing documents Assistance with post transaction closing issues necessary to fully complete the transaction requirements RECAPITALIZATION AND GROWTH CAPITAL Transactions of this nature may include a partial sale of equity or preferred stock to institutional investor or subordinated debt from an institutional investor.

Headquartered in Los Angeles, with offices across the United States, B. Riley FBR is a leading investment bank which provides corporate finance, research and sales and trading services. Their investment banking services include secondary and follow-on offerings, institutional private placements and mergers and acquisitions advisory services. Founded in 1997, B. Riley & Co. began by successfully targeting small-capitalization California-based companies and has earned a reputation for providing proprietary, unbiased and often contrarian equity research coverage of companies that are under-followed or misunderstood by Wall Street.

B. Riley Wealth Management is a investment management firm based in Memphis, United States. B. Riley Wealth Management provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.

Stockton, California based. Full service financial institution. Branch network stretches from San Joaquin and Stanislaus Counties, to East Contra Costa County, to serve and support the people and businesses of its communities.

Badger Bank is a community bank. Since 1884, it has been offering its customers a full range of financial products paired with exceptional customer service. Whether the client is opening the first checking account, taking out the first loan, or planning for retirement, Badger Bank has the resources to support on one's road to financial success. Badger Bank has offices in Fort Atkinson, Cambridge, Johnson Creek and Jefferson, WI.

Badgley + Phelps Wealth Managers is a investment management firm based in Seattle, United States. Badgley + Phelps Wealth Managers provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.

Bahl & Gaynor is a investment management firm based in Cincinnati, United States. Bahl & Gaynor provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.

Bailard, Inc. is a investment management firm based in Foster City, United States. Bailard, Inc. provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.

Bailey Retirement Group is a investment management firm based in Aiken, United States. Bailey Retirement Group provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.

Bailey Southwell & Co. is a boutique investment bank providing mergers & acquisitions and capital raising services to healthcare and tech-enabled services businesses. Its team of experienced professionals approach each engagement with the highest level of service, integrity, and objectivity and bring decades of industry expertise to execute complex transactions for some of the most sophisticated entrepreneurs, owner/operators, buyout groups, and strategic players. Its team has closed over 200 transactions for more than $15B of Transaction Value.