Business management consultation; Business management and consultation in the field of mergers, acquisitions, and strategic business partnerships; Business consultation; Business consulting services in the field of business acquisitions, investments, and strategic partnerships; Business consultation and advisory services in the fields of mergers, acquisitions, minority investments, and strategic business partnerships; business management consultation for founder-led and operator-led companies in connection with post-acquisition integration and growth; providing business operational support, including shared administrative, technology, and distribution infrastructure, to affiliated and portfolio companies; business strategic planning services in the field of scaling healthcare payments, benefits technology, real estate, consumer products, and emerging payments businesses

Investment management; Capital investment consulting; Venture capital services, namely, providing financing to emerging and start-up companies; Financial investment in the field of healthcare payments and benefits technology; Financial investment in the field of real estate; Financial investment in the field of consumer products; Financial investment in the field of emerging payments; Real estate investment consultancy; Real estate investment services; Holding company services performed for third parties, namely, evaluating, structuring, and financing acquisitions of and investments in businesses in the fields of healthcare payments and benefits technology, real estate, consumer products, and emerging payments; financial investment services, namely, providing capital and financing to founder-led and operator-led businesses in exchange for equity or minority ownership interests; financial due diligence services in connection with business acquisitions and investments; providing venture and growth capital to emerging and established companies in the healthcare payments, benefits technology, real estate, consumer products, and emerging payments industries