Founded in 2012, we are headquartered in Chicago with senior professionals located throughout the United States.

We have built a diverse team of experienced functional experts to help grow your investment platform. Everyone has extensive experience in developing and implementing actionable solutions to reduce business risk.

Our exclusive focus is serving the institutional investment management communitythem to reduce business risk while increasing assets under management, revenues and profitability.

MISSION, VISION AND EDGE

Our Mission: We exclusively serve the investment community to promote asset growth and profitability.

Our Vision: We desire to be a global provider of solutions to the investment community.

Our Edge: With 360 degrees of real-world, investment management experience as asset allocators, investment managers and or gatekeepers, we assess enterprise risk, measure industry best practices and recommend and implement executable solutions exclusively for the investment management community.

Lawrence C. Manson, Jr.

Chairman and Chief Executive Officer

312.948.9178 extension 201

lmanson@nextiercompanies.com

Selected Employers: PENMAN Partners and Prudential-Bache Interfunding Inc.

Education: MBA, Columbia University Graduate School of Business and AB, Princeton University

Certifications: Held Series 24, 7, 79 and 66 licenses

Areas of Focus

Business Development, Corporate Finance, Enterprise Risk Assessment, Human Resources, Operations, Strategic Planning and Succession Planning

Experience

Mr. Manson has more than 30 years of business experience including more than 25 years of private equity experience prior to forming NexTier. During his career, Mr. Manson has evaluated thousands of leveraged buyouts, recapitalizations, joint ventures or other types of investment transactions, invested more than $530 million of equity or subordinated debt in various transactions, arranged debt financings in excess of $2 billion, closed more than 30 merger, acquisition or divesture transactions, participated in the underwriting of public equity offerings in excess of $250 million, managed several hundred employees, created and executed numerous strategic plans and provided consulting advice to many business owners.

In the past, he held leadership roles with NexGen Capital Partners, LLC and Performance Trust Capital Partners, LLC including several private equity firms, Foundation Equity Investors, LLC, PENMAN Partners and Prudential-Bache Interfunding Inc., a subsidiary of the former Prudential-Bache Securities, Inc., an entity absorbed into Wells Fargo Bank, N.A. through a series of acquisitions.

Education

Mr. Manson received an AB degree in economics from Princeton University and an MBA degree in finance from the Columbia University Graduate School of Business.

Donald C. Mullins, Jr.

Senior Consulting Principal

312.948.9178 extension 253

dmullins@nextiercompanies.com

Selected Employers: Attucks Asset Management, LLC and Prudential Assets Management Company

Education: MBA, Ross School of Business, University of Michigan and BA, Jacksonville University

Certifications: Held Series 7 and 63 licenses

Areas of Focus

Business Development and Marketing and Communications

Experience

Mr. Mullins has more than 30 years of business experience, including more than 20 years of investment management experience, spanning various disciplines and asset classes prior to joining NexTier. In addition, Mr. Mullins most recently served as a partner, responsible for business development, with Attucks Asset Management, LLC (Attucks), a leading manager of emerging managers based in Chicago. Prior to joining Attucks, Mr. Mullins led the marketing effort for Stux Capital Management LLC, an emerging manager, based in New York, specializing in domestic, quantitative equity portfolios. Mr. Mullins also served as Director of Marketing for Piedmont Investment Advisors, LLC, a leading minority-owned investment manager, based in Durham, North Carolina and served as Vice President of Marketing and Sales at Lipper & Company, a New York-based hedge fund that specialized in convertible arbitrage, merger arbitrage and high yield bonds.

Mr. Mullins began his investment management career at the Prudential Asset Management Company, where he contributed to new product development, guaranteed investment contract sales and development of a proprietary client relationship management software package.

Education

Mr. Mullins, who attended Howard University, received a BS degree in computer information systems from Jacksonville University and an MBA degree from the Stephen M. Ross Graduate School of Business, University of Michigan.

Mason W. Wiley

Chief Marketing Officer

312.948.9178 extension 272

mwiley@nextiercompanies.com

Education: M.S. in Integrated Marketing, Northwestern University and BA, Wesleyan University

Areas of Focus

Business Development, Marketing and Communications and Strategic Planning,

Experience

Mr. Wiley has over 30 years of marketing and advertising experience including client and agency sides, both B2B and B2C, and has served a wide range of companies from startups to large companies like Disney, Coca Cola, Wellpoint, Deloitte, Kraft, NBC Universal and more. His deep digital experience includes serving as head of marketing for two of the largest ad networks and a leading digital marketing agency. Mr. Wiley has also headed marketing for nine startups, including three on the INC500 and two successful acquisitions.

Education

Mr. Wiley received a BA degree in European Intellectual History from Wesleyan University and an MS degree in integrated marketing from Northwestern University.

Milton M. Irvin

Non-Executive Chairman

312.948.9178 extension 252

mirvin@nextiercompanies.com

Selected Employers: UBS AG and Salomon Brothers

Education: MBA, The Wharton School of Business and BA, United States Merchant Marine Academy

Certifications: Held Series 24, 7, 63 and 65 licenses

Area of Focus

Strategic Planning

Experience

Mr. Irvin has more than 40 years of experience in financial services and currently serves as Chair of the Advisory Board for Castle Oak Securities, L.P. prior to joining NexTier. In 2012, Mr. Irvin retired from UBS AG (UBS) where he had been a Managing Director and the Americas’ Head of Diversity and Inclusion since 2002. Before working at UBS, Mr. Irvin served as President and Chief Operating Officer of Imbot.com, from 2000 to 2002 and Blaylock & Partners L.P., from 1998 to 1999. Prior to joining UBS, Mr. Irvin spent the prior 20 years working at Salomon Brothers, an entity absorbed by Morgan Stanley through a series of acquisitions. While at Salomon Brothers, Mr. Irvin held numerous positions in fixed income sales and sales management. He was one of the first African-Americans to be named a Managing Director for a “bulge-bracket,” Wall Street firm. Mr. Irvin began his career as a corporate lending officer at Chase Manhattan Bank, currently known as JPMorgan Chase & Co.

Mr. Irvin currently serves on the Wharton Graduate Advisory Board, the Board of the Harlem School of the Arts, and LEAD, a non-profit that unites colleges and universities with corporations to encourage minority high school students to explore careers in business, science, engineering and technology. In 1994, President Clinton appointed Mr. Irvin to the Advisory Committee of the Pension Benefit Guaranty Corporation for which he served as chairman from 1995 to 1997. Mr. Irvin also served on the board of the Harlem School of Arts and the Summit, New Jersey Board of Recreation. A founding member of the Executive Leadership Council, Mr. Irvin currently sits on its Foundation Board. Mr. Irvin also sits on the Board of Governors at the Baltusrol Golf Club and the Summit, New Jersey YMCA.

Education

Mr. Irvin earned a BA degree from the United States Merchant Marine Academy and an MBA degree from the Wharton School of Business, University of Pennsylvania.

Matthew V. Steffora, CFA

Consulting Principal

312.948.9178 extension 269

msteffora@nextiercompanies.com

Selected Employers: Hewitt EnnisKnupp, Inc. and Tensor Holdings, LLC

Education: BSE, Duke University

Certifications: Held Series 3 license

Area of Focus

Enterprise Risk Assessment, Operations and Strategic Planning

Experience

Mr. Steffora has more than 14 years of experience working in the investment industry, including trading, security analysis, portfolio management, manager research and consulting prior to joining NexTier. In addition, Mr. Steffora most recently served as a senior investment analyst in the opportunistic strategies group at Ennis Knupp and Associates Inc. (Ennis Knupp, currently known as Aon Hewitt Investment Consulting, Inc., an Aon plc company). At EnnisKnupp, he helped build out the firm’s hedge fund practice, performing due diligence on a wide variety of alternative strategies. On the client side, he oversaw manager searches and developed alternative manager portfolios for both public and private institutions.

Prior to joining EnnisKnupp, Mr. Steffora served as an analyst and partner at two startup hedge funds, Tensor Holdings LLC and Select Holdings LLC. These funds pursued equity and options based strategies and his work included portfolio management, administration and setup processes. He began his career as a trading assistant on the floor of the Chicago Mercantile Exchange, which merged with the Chicago Board of Trade in July 2007 to become a designated contract market of the CME Group Inc.

Education

Mr. Steffora received a BS degree in mechanical engineering and materials science from Duke University.

Certifications

Mr. Steffora is a Chartered Financial Analyst charterholder and a member of the CFA Institute and the CFA Society of Colorado.

Sherri L. Manson

Director, Accounting and Administration

312.948.9178 extension 251

smanson@nextiercompanies.com

Selected Employers: Drexel University and PENMAN Partners

Education: MBA, Keller Graduate School of Business and BA, Sweet Briar College

Area of Focus

Human Resources

Experience

Ms. Manson has more than 30 years of business experience including administration, bookkeeping, corporate records management, human resources and insurance program implementation and oversight prior to joining NexTier. In addition, Ms. Manson also currently serves in a senior administrative role with Drexel University. Ms. Manson has also served in senior administrative roles at NexGen Capital Partners, LLC, Foundation Equity Investors, LLC, Kessler Topaz Meltzer & Check, LLP, PENMAN Partners, Altheimer & Gray and PNC National Bank, N.A.

Education

Ms. Manson received a BA degree in economics from Sweet Briar College and an MBA degree in business administration from Keller Graduate School of Business.