Mann Armistead & Epperson

SIMA Financial Group, Inc. is a financial services firm headquartered in Richmond, Virginia that offers a full suite of services: accounting and tax, employee benefits, payroll, corporate retirement plans, wealth management and IT managed services. Our team works closely with businesses and individuals, identifying and implementing financial strategies both personally and professionally. Our custom approach is designed to optimize assets, minimize administrative burdens and provide solutions.

Oyster Consulting LLC, based in Glen Allen, VA, specializes in providing comprehensive consulting, outsourcing, and technology solutions tailored for the wealth management industry. Their expert team offers guidance on navigating complex regulatory challenges, enhancing business operations, and optimizing strategies for long-term growth. With a focus on integrating compliance processes and leveraging industry expertise, Oyster Consulting empowers broker-dealers, investment advisors, and exchanges to streamline operations and meet evolving regulatory demands. Their innovative platform, Oyster Solutions, offers a cohesive toolset designed to simplify compliance management and elevate user experience. Generated from the website

Transact Capital Partners is a full-service mergers and acquisitions advisory firm that specializes in providing advice on the confidential sale and acquisition of privately-owned, mid-tier businesses located throughout the United States. Our services include comprehensive advisory for clients looking to: • Sell a business • Buy a business • Maximize the value of an existing business • Implement a succession plan, develop exit strategy or value a business, • Raise capital, re-finance debt, buyout a partner, or re-capitalize the business