Jerry B. Pence

Global Capacity Group, Inc. operates as a telecommunications virtual network operator. Its products include business Internet, Ethernet services & access, wavelengths, wide area networking and interconnect. The firm's solutions include cloud connectivity, application delivery, branch office connectivity, carrier off-net access, retail and healthcare networking solutions. The company was founded by Patrick C. Shutt in 2006 and is headquartered in Waltham, MA.

Balanced Capital Partners LLC (Balanced Capital Partners) is a private equity firm founded in 2018 by Jerry B. Pence. The firm is headquartered in Scottsdale, Arizona.

Pivotal Group Inc (Pivotal Group) is a private equity firm founded in 1982 by Francis Najafi. The firm is headquartered in Phoenix, Arizona.

Najafi Cos. LLC (Najafi) is a private equity firm founded in 2000 by Jahm Najafi. The firm is headquartered in Phoenix, Arizona.

Tenaya Capital Inc (Tenaya Capital) is a venture capital firm founded in 1995 by Brian Melton, Stewart Gollmer, Ben Boyer and Brian Paul. The firm is headquartered in Palo Alto, California.

In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds.