Welcome to our very special Veteran's Day edition of In Conversation with Convergence. We are featuring Cold Bore Capital - a veteran-led private equity firm that partners with middle market business owners to transition leadership to elite military veterans.

Why does this matter? This conversation highlights the often overlooked potential of veterans in the civilian workforce that are critical to America's infrastructure. By empowering veterans to lead and innovate, Cold Bore gives veterans a pathway and opportunities to thrive.

Meet Jerry Arteaga - current CEO of Valor Exterior Services, a PE backed company. Jerry was also an Operating Partner at Cold Bore.

He will take you through his journey: the transition, why the middle market and what to expect with the baby boomers.

Convergence salutes and supports all veterans.

George Evans speaks with Alter Domus' Jessica Mead, Regional Executive North America and Executive Board Member, and Tom Gandolfo, Head of Sales North America.

Check out the insights they discuss, including:

• Jessica and Tom's backgrounds
• Integration of acquisitions to strategically close gaps
• Global relationship model for a seamless client experience
• 2024: Profitable growth, tech investments, and global expansion
• 2025: Growth of alternatives and democratization and an emphasis on US brand awareness
• Differentiation through service teams and levels

In this episode, host George F. Evans is joined by special guests, Michael McCreesh and Bob Donahoe of Battea Class Action Services

Battea Class Action Services is the global leader and expert in processing settlement claims with antitrust and securities litigation.

Takeaways from this podcast include:

• Overview of Battea Class Action Services
• How Institutional Investors Can Benefit from Class Action Services
• Case Studies on Alpha Generated From Class Action Services
• Overview of Feb '22 to Feb '23 League Tables
• Convergence recapping YOY League Table movement for Administrators - Primes - Audit Firms and Custodians