- Morningstar Management, Inc. – specialized investment vehicle for telco and other industry opportunities (Transaction Advisory Services)
- Madison River Ventures – North Carolina-based active investor in early stage eCommerce and SaaS companies
- Saffron Hill Ventures – London-based early stage venture capital firm (CFO Services)
- Galen Partners – Northeast based national growth equity fund (Capital Raise Services in portfolio)
- Eno River Capital, LLC – Raleigh/Durham based regional venture capital fund (Controller Services)
- Dogwood Equity – Raleigh based regional private equity fund (CFO and Controller Services)
- Falfurrias Capital Partners – Charlotte based private equity fund (Controller Services)
- Keynote Ventures, LLC – Menlo Park based venture capital firm (CFO Services, Capital Raise Services in portfolio)
- Azure Capital, LLC – San Francisco based private equity fund (CFO Services in portfolio)
- Mangrove Capital Partners – European-based venture capital fund (CFO Services, Capital Raise Services in portfolio)
- CapitalSouth Partners – multi-regional mezzanine debt and equity fund (Controller Services)
- Blackford Capital – San Francisco based private equity fund (CFO Services in portfolio)
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