Merrill Lynch

Plethora Businesses is a premier mergers and acquisitions advisory firm based in California, with a strong presence across the US and Latin America. Established in 1999, the firm specializes in driving transformative growth for privately held businesses through bespoke M&A solutions and a commitment to excellence, reliability, and confidentiality. With a seasoned team boasting decades of combined experience, Plethora has facilitated hundreds of successful transactions across various sectors, including manufacturing, healthcare, and technology. Their comprehensive services range from presale advisory and capital solutions to certified appraisals, ensuring clients receive expert guidance at every stage of the M&A process. Generated from the website

Founded in 1976, WCM Investment Management is located in Laguna Beach, Calif. It is an employee owned company, which has been providing equity investment advisory services. The firm focuses on fundamental, original equity research for portfolio returns. WCM Investment Management provides client-specific services to a variety of clients including corporations, private individuals, public funds, Taft-Hartley plans, endowments and foundations. The firm makes use of focused growth equity, small cap value equity and focused growth investment equity strategies to assists its clients. Captrust Advisors of Tampa awarded a $3.5 MM mandate to WCM Investment Management s focused growth international strategy.