KeyCorp’s roots trace back nearly 200 years to Albany, New York. Headquartered in Cleveland, Ohio, Key is one of the nation’s largest bank-based financial services companies, with assets of approximately $181.2 billion at March 31, 2022. Key provides deposit, lending, cash management, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of approximately 1,000 branches and approximately 1,300 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name. KeyBank is Member FDIC.

Bank of America is one of the world’s leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving approximately 67 million consumer and small business clients with approximately 3,900 retail financial centers, approximately 16,000 ATM and award-winning digital banking with approximately 56 million verified digital users. Bank of America is a global leader in wealth management, corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. Bank of America offers industry-leading support to approximately 3 million small business households through a suite of innovative, easy-to-use online products and services. The company serves clients through operations across the United States, its territories and approximately 35 countries. Bank of America Corporation stock (NYSE: BAC) is listed on the New York Stock Exchange.

Financial Network Limited, a Prime Capital Investment Advisors Company, was founded to provide personalized investment strategies for individuals and families and distinctive employee benefit programs for employers. Today, the firm embodies the same mission and commitment: to provide comprehensive and innovative client solutions with the highest levels of professionalism and integrity. The Prime Capital Investment Advisors network currently has 62 locations throughout the United States, with investment advisor representatives serving clients across the nation.

JPMorgan Chase & Co. (NYSE: JPM) is a leading financial services firm based in the United States of America (“U.S.”), with operations worldwide. JPMorgan Chase had $3.7 trillion in assets and $292 billion in stockholders’ equity as of December 31, 2022. The Firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing and asset management. Under the J.P. Morgan and Chase brands, the Firm serves millions of customers in the U.S., and many of the world’s most prominent corporate, institutional and government clients globally.

The PNC Financial Services Group, Inc. is one of the largest diversified financial services institutions in the United States, with assets of $554 billion as of Sept. 30, 2021. PNC has a presence in 48 of the largest U.S. markets; a retail branch network spanning the mid-Atlantic, Midwest, Southeast and Southwest; products and services provided nationally; and four strategic international offices. Through its regional president model, PNC is organized around its customers and communities for building strong relationships and is engaged in retail banking, including residential mortgage, corporate and institutional banking, and asset management.

To empower mid-market companies to achieve their goals, Prophix provides an integrated, cloud-based platform to the Office of Finance; one that delivers planning, budgeting, reporting, forecasting and consolidation solutions. With Prophix, finance leaders improve profitability, minimize risk, and put the focus back on what matters most – uncovering business opportunities. Prophix supports the future with AI innovations that adapt to meet the strategic realities of more than 2,800 active customers, globally, who rely on Prophix to deliver tangible business outcomes and transform the way they work.

Touchstone Advisors is a boutique merger and acquisition advisory firm focused on helping business owners in the lower middle market. We utilize decades of experience to provide the best possible outcome for each owner and family business we represent. We customize our services based on your unique story and we work closely with our clients to achieve their goals. For over 15 years Touchstone Advisors has provided a combination of hands-leadership, experienced banker attention and smooth transactional execution. We fully understand the unique dynamics of closely held and family businesses and the importance of their legacies. Quite simply, our goal is to maximize the value of our client’s life’s work.

Webster is a leading commercial bank that delivers financial solutions to businesses, individuals, families and partners. With over $70 billion in assets, we offer digital and traditional service delivery through our differentiated lines of business: Commercial Banking, Consumer Banking and HSA Bank, one of the country’s largest providers of employee benefits solutions.

Westfield Bank is the regional community bank that’s focused on you, your financial security, and the communities we share. Founded in 1853, Westfield Bank is headquartered in Western Massachusetts with dozens of branch offices in Western MA and CT.

Founded in 1993, Woodbridge International is an M&A firm headquartered in New Haven, Connecticut. The firm provides sell-side M&A advisory focused on lower middle-market companies. Woodbridge advises entrepreneurially privately owned companies with revenue from $5M-150M. The company closed 32 deals in 2022 and generated $619M of liquidity for our clients.