Merity, Anderson & Associates

Merity, Anderson & Associates is a financial services firm partnering with business owners, executives and management teams across the United States. Our firm focuses on growth sectors and businesses with enterprise values from $2 million and up. Since its inception, Merity Anderson has focused on maximizing value through a customized and strategically targeted methodology. Our services: •Financial Recapitalizations •Enterprise Valuations •Mergers and Acquisitions Services •Exit and Succession Planning Services Merity Anderson brings solid expertise in financial services, enterprise valuations, due diligence, deal structuring, and strategic planning. To learn more, we invite you to contact us for a confidential meeting where we can discuss your specific goals and objectives

goodfin

We're reimagining how a new generation builds its wealth, starting with private market investments.

Upside Avenue

Upside Avenue provides access to a professionally managed, diversified portfolio of income-producing multifamily real estate, once only available to professional and high net worth investors. As a time-tested investment firm with a proven track record in both up-and-down cycles, we focus on investing for immediate income in areas with strong economics for long-term upside appreciation. Our secure, cutting-edge financial technology combined with changes to securities regulations has removed barriers, empowering all investors to invest alongside the wealthiest people across the globe in a diversified portfolio of multifamily, student housing, and senior living properties throughout the U.S. for as little as $2,000 00.

Millstone Capital Advisors, LLC.

Millstone Capital Advisors is dedicated to helping small to mid-sized companies grow through direct investments and strategic assistance.  We have extensive experience working with companies in a broad range of industries, including Restaurants, Information Technology, Healthcare, Financial Services, Manufacturing, and Infrastructure.  As a St. Louis-based company, the founder and principals of Millstone Capital Advisors have a long history of philanthropy and volunteer support in the region.  Our mission includes enhancing quality of life and economic development for the people in the companies in which we invest and the communities in which they operate.

KBRA DLD

KBRA DLD is the preeminent source of news and analysis for the direct lending market. Investors and originators use KBRA DLD to win mandates, keep tabs on competition and stay atop trends in this opaque market. KBRA DLD focuses exclusively on #privateequity backed transactions. Coverage extends across the middle market spectrum to jumbo (>=$1B) #unitranche loans. DLD's experienced staff delivers sharp and timely information. The online database makes research quicker and easier for analysts, and our new proprietary Private Data reports are driven by contributors to aggregate the latest trends in U.S. pricing and structures. DLD was acquired by @KBRAAnalytics in 2022.