Pier Asset Management

Jeppson Wealth Management, located in Manhattan Beach, CA, offers personalized financial planning and portfolio management tailored to individual goals, timeframes, and risk tolerances. With a team of experienced professionals, they provide a comprehensive suite of financial services to support clients in achieving their financial aspirations. Led by CEO Michael Jeppson, the firm boasts decades of expertise in investment and financial advice, along with a dedication to client education and support. The diverse backgrounds of their team members, ranging from legal expertise to financial management, enrich the firm's capability to meet a variety of client needs. Generated from the website

TriLinc Global LLC, founded in 2008, operates as a holding company and impact fund sponsor, focusing on generating positive social and environmental impact through investment opportunities. Its subsidiaries, TriLinc Advisors LLC and TriLinc Global Advisors LLC, are SEC-registered investment advisors committed to offering scalable solutions and innovative investment strategies. With a strong emphasis on risk management, deal origination, and reporting standards, TriLinc aims to create value for investors while promoting a global movement towards impactful investing. The firm recognizes the inherent risks involved in pooled investment vehicles, ensuring transparency and due diligence in its investment processes. Generated from the website

Critical Point Capital is a leading investment banking firm based in Manhattan Beach, CA. They specialize in executing, sourcing, and investing in deals for the traditionally underserved middle market. With their experience, knowledge, and expert judgment, they help owners, entrepreneurs, and management teams realize their companies' greatest potential. As a trusted M&A partner, Critical Point Capital offers a comprehensive, targeted, and data-driven approach to deal origination and private capital investment. They have a nimble team that works towards certainty in closing deals, without the red tape of committees, making them stewards of the business and management team. Their collective experience spans across various industries, allowing them to provide tailored solutions for middle market companies.Generated from the website