Dave Gage

Platform Partners LLC (Platform Partners) is a private equity firm founded in 2006 by Frederick W. Brazelton, Frederick R. Lummis, and Brad L. Morgan. The firm is headquartered in Houston, Texas.

The CapStreet Group LLC (Capstreet Group) is a private equity firm founded in 1990 by George B. Kelly and Fred R. Lummis. The firm is headquartered in Houston, Texas.

Santa Barbara Tax Products Group LLC provides tax-related financial products and services to tax professionals and taxpayers in the United States. It offers its products and services through a network of tax preparation franchises, independent tax professionals, and online tax preparation providers. The company was founded in 1991 and is headquartered in San Diego, CA.

Beneplace LLC provides voluntary benefits and employee discount programs. Its services include auto and home, critical illness, dental, disability, group legal, long-term care and other voluntary benefits. The firm serves employers, government agencies and institutions. The company was founded in 1995 and is headquartered in Austin, TX.

South Coast Terminals LLC provides blending, bulk liquid, and packaging services. The private company is based in Houston, TX. The company focuses on the health and safety of its employees while offering reliable services to its customers. The company specializes in toll manufacturing of specialty chemicals, lubricant building blocks, and finished products for heavy industry and OEM consumers. South Coast Terminals also offers warehouse storage for packaged raw materials and finished products. The company facilitates direct transfers from inbound railcars to commercial tank trucks, from imported ISO containers to railcars or tank trucks, or from marine vessels to shore tanks. The company was founded in 1964, and the CEO is Kenneth F. Owen. South Coast Terminals was acquired by KMCO LLC, a subsidiary of Brenntag SE, from Sudbury, Inc. on January 02, 1996 for $18.25 million.

Dynamic Glass LLC is a leading glass and glazing contractor based in the United States. The company is based in Houston, TX and has subsidiaries in the United States. Dynamic Glass offers a wide range of glass and metal cladding products and solutions to the commercial construction market through its three divisions: exterior glass, interior glass, and metal panels. The exterior glass division fabricates and installs exterior glass systems primarily for new commercial and specialty construction projects, while the interior division focuses on interior glass. Dynamic Glass provides glass and metal panel products and services for exterior and interior cladding applications, with the exterior division primarily focusing on exterior window systems and metal panels for buildings ranging from 2 stories up to 60 stories. The company was founded in 1990 by Chuck Cieslewicz and Rick Cieslewicz and has since grown into one of the largest glass and glazing contractors in the country.

Firestone & Robertson Distilling Co. operates as a artisanal whiskey distillery. It offers TX whiskey, TX bourbon, and cocktails. The company was founded by Leonard L. Firestone and Troy Robertson in 2010 and is headquartered in Fort Worth, TX.

Evergreen Industrial Holdings LLC engages in the provision of industrial and environmental cleaning solutions and services. It serves the refining, power generation, petrochemical, manufacturing, mining, waste to energy, and paper industries. The company was founded by Jon Hodges Jr. in 2000 and is headquartered in DE.

Vortex Cos. LLC engages in the provision of civil infrastructure services. Its solutions include pipe inspection, pipe rehabilitation, facility maintenance, geopolymer lining, manhole rehabilitation, pipe bursting, point repair, polymer coatings, and turnkey bypass. The company was founded by Michael Vellano, Nick Banchetti, Craig Strawbridge and Neil Wisener and is headquartered in Houston, TX.

Envoy Mortgage Ltd. operates as a mortgage broker company. Its mortgage loan programs include conventional and conforming loans, non-conforming, government, and mortgage bond. The company was founded in 1997 and is headquartered in Houston, TX.

ALM First Group LLC engages in the provision of financial advisory services for banks and credit unions. The firm offers advisory partnerships, asset liability management, hedging and derivatives services, investment management, and specialty financial services. The company was founded in 1995 and is headquartered in Dallas, TX.

Beacon Funeral Holdings LLC is an investment holding private company. The company is based in Sugar Land, TX. The CEO of the company is Mark Bruce.

GHR Acquisition LLC provides healthcare services. The company is headquartered in Houston, TX.

Exact Payments Opco LLC is an American company that offers payfac-as-a-service to monetize payments. The company aims to provide better experiences for their clients' platforms while handling the heavy lifting.

Part of Medline Industries LP, ShiftKey LLC is a company that provides a scheduling and credential management platform. The company is based in Irving, TX. The company was founded in 2016 by Tom Ellis and Ralph Marczynski. The CEO is Mike Vitek. ShiftKey was acquired by Medline Industries LP on February 07, 2023.

ALM First Financial Advisors LLC (ALM First) is a SEC-registered investment adviser and hedge fund management firm headquartered in Dallas, Texas. The firm was founded in 1995 and they are wholly-owned by ALM First Group LLC. ALM First provides financial advisory services for credit union clients.

The Welch Foundation engages in the provision of private funding sources for fundamental chemical research at universities, colleges, and other educational institutions. The company was founded by Robert Alonzo Welch in 1954 and is headquartered in Houston, TX.

Aviditi Advisors LLC is a premier, independent alternative investment advisory firm that offers fully integrated illiquid and liquid advisory solutions. The firm is led by 12 partners with an average of 19 years of experience and has over 20 additional members located in five offices. The private company is based in New York, NY and has subsidiaries in UK. The company provides full lifecycle outcomes to clients through their expertise in capital formation, capital solutions, and liquidity solutions. Aviditi engages in fund placements, direct equity syndications, secondaries, and fund structuring solutions, as well as advisory work on capital market raises and other tailored solutions for alternative investment managers and investors. The company was founded in 2019 by John C. Robertshaw, Schlitt Edward Ryan, and Schlitt Edward Ryan has been the CEO since 2019.

Cardtronics, Inc. engages in the provision of convenient automated consumer financial services through its network of automated teller machines and multi-function financial services kiosks. It operates through the following segments: North America; Europe and Africa; and Australia and New Zealand. The company was founded in 1993 and is headquartered in Houston, TX.

The WorkFaith Connection provides employment training and coaching services. The private company is based in Houston, TX. The company was founded in 2006 by Christopher Carmouche, Stan Marek, Barbara Elliot, Sandy Schultz, Russell E. Ginn, Robert L. Zorich, John M. Kafka, Gary Dunkum, Kevin Howard, Bob Zorich. The CEO is Anthony Flynn.

Encino Energy LLC operates as an oil and gas acquisition and development company. It targets operated and non-operated working interests, minerals, and equity interests in exploration and production. The company was founded by John Hardy Murchison in 2011 and is headquartered in Houston, TX.

Small Steps Nurturing Center operates two preschools for economically at-risk children living in the first, second, and fifth wards of Houston, Texas. The company was founded in 1995 and is headquartered in Houston, TX.