Balentine, LLC

Montag & Caldwell has long sought to provide superior investment returns and the highest quality service to its clients. Montag & Caldwell is a long-term, high quality investor that focuses on growth opportunities. Its selection disciplines identify attractive securities based on their issuers' long-term operating potential. In 1945, Louis A. Montag started Atlanta's first independent investment advisory firm. The early clients of Louis Montag Investment Counseling were mostly relatives and friends. In 2000, Montag & Caldwell entered into an intent agreement whereby Alleghany Asset Management including Montag & Caldwell would be acquired by ABN AMRO Asset Management Holdings. ABN AMRO Asset Management Holdings, is a subsidiary of ABN AMRO Bank N.V., which is headquartered in the Netherlands and has operations in over 50 countries. The parent company's shares are listed on the New York Stock Exchange. In 2001, the merger with ABN AMRO Asset Management Holdings was consummated.

MSouth Equity Partners is a leading private equity firm based in Atlanta, GA, specializing in partnering with exceptional management teams in the South. With a commitment to being the preferred partner, they offer a comprehensive portfolio of services and a philosophy centered on long-term success. Driven by their expertise and deep industry knowledge, MSouth Equity Partners aims to create value and drive growth for their portfolio companies, positioning them for sustainable success in the market.Generated from the website

Founded in 1992, IRA Group in Atlanta, GA, distinguishes itself through its commitment to cultivating close, personal relationships with clients, viewing each as part of the IRA Group family. The firm's independent approach ensures clients receive objective financial advice without any pressure to purchase financial products, allowing for customized wealth management and retirement planning tailored to individual goals. With a team of experts across various financial disciplines, IRA Group utilizes structured strategies that prioritize collaboration and accountability, adapting to changing financial situations. Their comprehensive service includes portfolio management and fiduciary oversight for corporate retirement plans, ultimately driven by the belief that exceptional outcomes are achievable through a partnership between clients and their advisors. Generated from the website