At BII, we are determined to build financial, social and political power for entrepreneurs of color.As communities of color will become the new majority of our country — our workforce, our electorate, our economy — by 2045, we must invest in the people, places and enterprises that are creating a sustainable, inclusive and equitable economy.Our place-based impact investing and field-building practices offer a system-changing approach for those working to close the racial wealth gap and catalyze power in communities of color.

CCS is the leading strategic management and fundraising consulting firm for nonprofits worldwide. We partner with nonprofits for transformational change by creating innovative solutions for clients with a high return on investment, including capital campaign planning and execution, staff and organization assessments, feasibility studies, philanthropic advising, partnerships, and donor and relationship management.

Social Venture Partners Boston is a social impact organization and diverse community of leaders investing our time and money to help great leaders build strong, high-performing nonprofits and improve the lives of disadvantaged children and families. Through our rigorous investment approach, deep-rooted pro bono consulting and collective giving, we aim to accelerate the impact of non-profit organizations that address pertinent social causes affecting the Greater Massachusetts community.

PSG is a growth equity firm that partners with middle-market software and technology-enabled services companies to help them navigate transformational growth, capitalize on strategic opportunities and build strong teams. PSG brings extensive investment experience, deep expertise in software and technology, and a firm commitment to collaborating with management teams.Select Representative Transactions:▪ Broadlume (Flooring Software)▪ Conversica (Artificial Intelligence and Sales Automation)▪ LogicMonitor (Network Performance Monitoring Software)▪ Propertybase (Residential Agent and Brokerage Software)Realized Exits / Majority Recaps:▪ AbacusNext (Legal and CPA Vertical SaaS) to THL▪ Burning Glass (Labor Market Analytics Software) to KKR Global Impact▪ GlobalTranz (Logistics and Freight Management Software) to Jordan Company▪ LogicMonitor (Network Performance Monitoring Software) to Vista Equity Partners▪ Propertybase (Residential Agent and Brokerage Software) to Lone Wolf

Prepared offering memoranda, conducted due diligence, developed projection models, and interfaced with board of directors and management teams in evaluating corporate finance opportunities with focus on Tech/Software and Industrials sectors.Select Representative Transactions:▪ NetScout Systems $2.6 billion acquisition of Danaher’s Communications Business (Buy-side M&A - Network Performance Management and Security Software) | largest Tech RMT in history to that point▪ NICE Systems $940 million acquisition of inContact (Buy-side M&A - Contact Center Software)

Conducted due diligence activities for potential acquisition targets, corporate divestitures and joint ventures and monitored automotive industry activity for Tier 1 Fortune 500 global automotive supplier