Keith Carlson

VonLehman & Co. Inc. is a company that provides strategic business advice for small and mid-sized organizations. The company is based in Cincinnati, OH and has subsidiaries in the United States. The company offers services beyond accounting, tax, and auditing.

Roebling Capital Partners (Roebling Capital Partners) is a private equity firm founded in 2020 by Brian Malthouse and Keith Carlson. The firm is headquartered in Cincinnati, Ohio.

Silverstone Capital Advisors LLC is an investment banking and M&A advisory firm that specializes in positioning companies for sale to attract potential acquirers. The private company is based in Cincinnati, OH and was founded by Mark Alan Greenberg. The company also provides strategic advisory services to determine the next steps for their clients. The company's clients include middle market companies, financial institutions, and emerging growth and operating companies.

Headquartered in Charlotte, North Carolina, Banc of America Securities (BAS) is the investment banking subsidiary of Bank of America Corp (NYSE: BAC). The firm provides both the domestic and international equity and investment banking markets, and pursues a strategy pioneered by Citigroup that combines corporate lending with investment banking advice and services. They provide high-yield debt underwriting and leveraged finance, in addition to industry coverage groups such as healthcare, media and telecom, financial institutions, real estate and gaming. BAS also does a significant amount of work for Financial Sponsors, or private equity firms, often financing leveraged transactions. Following the strategy of Goldman Sachs, the firm lacks a standalone mergers and acquisitions department, instead employing mergers and acquisitions senior bankers throughout the industry coverage groups. The firm is registered as a broker/dealer with the SEC, is a member of the NYSE, and the NASD. The use of Banc in the BAS's name is indicative of the fact that the company is not a bank, and their deposits and other holdings are not insured by the FDIC.

Capitala Investment Advisors LLC (Capitala Group) is a private equity firm founded by Joe B. Alala in 1998. The firm is headquartered in Charlotte, North Carolina.