Aristotle Capital MGMT LLC

Systematic Financial Management is a Newport Beach-based firm that specializes in delivering exceptional value-oriented equity investment management services. With a team of experienced industry professionals, they are committed to advancing diversity, equity, and inclusion within their firm, community, and the investment industry. Utilizing a deep-rooted investment process, Systematic Financial Management applies their approach consistently across three different market capitalization strategies, including Small Cap Value, SMID Cap Value, and Mid Cap Value. Their fundamental approach to investing, from a private equity perspective, focuses on quality and strong cash flow, allowing them to identify attractive undervalued opportunities while avoiding potential value traps.Generated from the website

Lotus Bridge Wealth Management, located in Brea, California, provides comprehensive financial advisory services designed to help clients achieve their unique vision of financial freedom. Their team specializes in financial planning, investment management, retirement planning, estate planning, and tax planning, ensuring a holistic approach to wealth management. Committed to acting as coaches and advocates for their clients, Lotus Bridge Wealth Management emphasizes accountability and personalized guidance through every stage of life. They work collaboratively to create tailored strategies that align resources with individual goals, whether clients are just starting their financial journeys or preparing for retirement. Generated from the website

Marlin Management Co LLC is a global investment firm based in El Segundo, CA, specializing in software and technology investments. With over 20 years of experience, Marlin focuses on building strategic value and empowering management teams to drive growth across their portfolio companies. The firm is recognized for its operational support and strategic insights, partnering with businesses to enhance their product visions and market positions. Marlin's dedication to its clients is evident in its flexible capital deployment and commitment to fostering long-term success in the technology sector. Generated from the website