Ross Kari

Summit Bank operates as an independent community bank. It provides personalized service and professional banking advisory services in Lane and Deschutes Counties. Its services include personal, municipal, and business banking. The company was founded on February 23, 2004 and is headquartered in Eugene, OR.

KKR Financial Holdings LLC engages in the provision of specialty finance and mortgage loans and asset-backed securities investment services. The company was founded in 2007 and is headquartered in San Francisco, CA.

myCFO, Inc. provides wealth planning and investment management services. The private company is based in Redwood City, CA. The company was founded by James H. Clark.

Goldman Sachs BDC, Inc. invests in middle market companies located in the United States. The fund targets companies operating in the fields software, health technology information technology, commercial services and textiles with an investment size of $25 to $75 million and an EBITDA of $5 to $75 million. It provides financing in the form of senior secured debt, unitranche debt, junior secured, mezzanine debt and equity for acquisitions, refinancing, growth, LBOs, dividend recapitalization and restructuring transactions.

Goldman Sachs Private Middle Market Credit LLC a business development company, which invests in first lien/last-out unitranche and second lien debt, and unsecured debt, including mezzanine debt. The company was founded on December 23, 2015 and is headquartered in New York, NY.

Goldman Sachs Private Middle Market Credit II LLC is a development stage pooled investment fund, which engages in investment activities. Its objective is to generate current income and, to a lesser extent, capital appreciation primarily through direct originations of secured debt. The company was founded on December 20, 2018 and is headquartered in New York, NY.