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Develop conviction to invest or walk. Our comprehensive understanding of M&A’s human capital needs, coupled with our deal specific approach, provide unrivaled access to industry leaders. Through the services offered by Apex Leaders, our clients gain knowledge of specific industries and markets, avoid poor investments, and make the wisest decision regarding their investment. At Apex Leaders, we help private equity firms acquire expert insights to make confident investment decisions. We provide access to industry operators with experience ranging from Fortune 500 companies, to small niche industries for: - Market Due Diligence - Board of Director Searches - Sector Thesis Sprints - Deal Dependent CEOs - CEO-led Investments - Portfolio Advancement Unlike others, we build your network, not ours. Advisors also benefit from our services and the additional opportunities they provide. Depending on the needs of the engagement, advisory relationshipships may evolve into longer term consulting arrangements, potential board positions, or operator roles. If you would like to learn more about our services, please contact us at [email protected].
Apto Payments is a next-generation cards and payments platform that helps companies design and launch successful card programs in as fast as a day. We do it with fewer constraints, greater creativity, and the most comprehensive customer support, jumping through regulatory hoops and performing the heavy lifting so you don't have to.
At D.A. Davidson Companies, we identify and evaluate market trends, investment ideas and business opportunities, and turn them into actionable insights and strategies. Founded in 1935 as a small brokerage firm, D.A. Davidson has grown into a diversified financial services company comprised of seven distinct business units across the U.S. Through the years, our most important service has remained consistent: a personalized approach that reflects the individuality of each of our clients. As part of an employee-owned company, each of our associates has a unique perspective of success. We believe in doing what is right for our clients and are empowered to deliver high-impact solutions. We are with our clients every step of the way—leveraging our nationally-recognized research, capital markets and investment banking expertise, and a robust network of financial advisors. Clients not only benefit from our expansive platform of solutions and services, but also from strong values rooted in tradition and a deep sense of responsibility to our communities.
Farther is the leading technology-centric wealth management firm – combining expert advisors with cutting-edge technology to deliver an efficient, comprehensive, and elite client experience. Founded in 2019 and backed by top-tier venture capital firms, Farther caters to high-net-worth professionals who need a more holistic approach to managing their money. For details on our disclosures, please reference the document linked on our website footer (farther.com).
Extend is an innovative digital credit card distribution platform for banks, fintechs, businesses, and their customers, that redefines how credit cards are issued. A certified Visa and MasterCard partner, Extend seamlessly integrates with legacy bank issuing systems to enable modern virtual credit card features and distribution capabilities. Extend offers both a virtual credit card distribution app (paywithextend.com) for business customers that want to instantly equip anyone with a secure mean of payments, and a suite of APIs for fintechs to leverage virtual credit cards to enhance their products, enable commerce at POS, and streamline payment operations.
At Home1st Lending LLC , we treat each customer as an individual, not a number. We don't place you into a loan profile formula created by the banking industry. We use "common sense" and will help you obtain the best loan possible. We represent a wide range of "A" rated lenders with first quality rates to private "hardship" lenders. We work with more than 60 of the biggest lenders in the industry. This allows us to get you the best rates on all types of loan programs including: Fannie Mae and Freddie Mac H.A.R.P. 2.0, Conventional, Jumbo, FHA, VA, USDA, Reverse Mortgages & Commercial.
“Enium is more than a company. We are a movement, a step forward in the right direction. Solar is the future, and we want to make it attainable for anyone interested in helping our environment thrive for years to come. Solar is the key to a healthier, more sustainable planet, something that future generations can continue to enjoy. As an organization committed to greatness through renewable energy, we will do all that we can to make sure you can achieve a more natural and cost-efficient way of living. Our goal is to help you preserve the environment, while also giving you the financial freedom to live a comfortable life. We will help you take the first step into the world of solar.” Gary Schmeichel Co-Founder | CEO
Common Trust is a financing platform that equips small business owners to exit to their employees and community. Using purpose trusts, our methodology is based on the idea that owners should be able to transition their business profitably while protecting their legacy, purpose and people through a sale, ensuring both high performance and community impact for generations to come.
Karat is a FinTech company set out to revolutionize the way creators utilize, leverage and understand their finances. We began with our card product, which many creators have gravitated to due to our unique underwriting methods which incorporate fans and followers. We now have began to deploy product two, which are taxes and bookkeeping services. We also host and attend events that bring creators together.
OVO Fund is a seed stage venture capital firm that provides funding and support to startups at the earliest stages. We partner with exceptional teams with real technology looking to build transformative yet capital efficient businesses. OVO Fund leverages an extensive network of industry veterans, developed throughout our careers, to provide focused value-added capital to our entrepreneurs.
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CNG Holdings Inc. (CNG) is headquartered in Cincinnati, Ohio, and is a respected leader in the financial services industry. Through professional partnerships, CNG provides a wide range of convenient and accessible financial products and services designed to improve customers’ financial situations, thereby filling a need and delivering value to our customers. Our mission is to help and educate our customers while building and nurturing long-term relationships. We strive to make a difference in our customers’ lives and the communities we serve. Our vision is to deliver innovative financial solutions that better fulfill our customers’ unique financial needs so that they can build a better future for themselves and their families. CNG Holdings Inc. core values ultimately define how we treat our customers and each other. We are: • Inclusive: We are committed to creating environments that make all people feel welcomed, supported and valued; giving people the respect that is due them; being human and recognizing the humanity in others. • Accountable: We do what we say we’re going to do. We take ownership for the quality of our individual work but also take pride in what we deliver as a team. We operate with honesty and integrity. • Transparent: Share information. Share mistakes. Share victories. Trust is built through transparency. • Focused: Work with a sense of urgency on the critical few. Everyone is responsible to own their focus area, so we deliver on the collective results through flowless execution. We’re empowered to make decisions which benefit the health of the company. We demonstrate our commitment to being customer-centric by placing our customer at the center of all our communications, not ourselves.
Born out of a love for building startups and a passion for backing entrepreneurs with heart, Corazon Capital (Spanish for “heart”), a leading Chicago-based venture fund, brings a coastal approach to Seed and Series A investing. With a rare blend of investing experience and operating expertise, Corazon Capital provides unusually pragmatic, actionable counsel to the entrepreneurs it supports. Corazon Capital believes that the best entrepreneurs and the smartest VCs will intentionally solicit both financial and operating investors in their syndicates, with Corazon Capital recognized across geographies for its deep operating knowledge and reach inside and outside of Chicago.
Bridgepoint Consulting, an Addison Group company, is a leading management consulting firm that offers a full suite of services and solutions to help companies navigate the complexities of growth and change. We work with the C-Suite—with a focus on finance, risk and technology leaders—to provide strategic resources and support critical business transitions. Our services are geared to organizations in transition, including firms experiencing high-growth, meeting compliance objectives, or transforming to meet strategic benchmarks or an M&A opportunity. Whether an organization needs interim expertise to improve infrastructure and processes, or strategic management of a major transition or transaction, Bridgepoint’s team of 140+ qualified professionals can help. OUR SERVICES • Financial Consulting • Technology Consulting (specialize in NetSuite & Salesforce) • Private Equity Advisory • Startup Services • Risk & Compliance • Professional Search HOW WE HELP COMPANIES • Growth, transition and transaction complexities • IT systems and infrastructure optimization • Operational and regulatory compliance • Gaps in critical resources or expertise We have offices in Austin, Dallas and Houston. Visit www.BridgepointConsulting.com to learn more about us.
The Indiana Public Retirement System (INPRS) is among the largest 100 pension systems in the United States. INPRS serves the needs of 517,149 working members and retirees representing more than 1,303 employers including public universities, school corporations, public safety, municipalities, and state agencies. Our Vision: Engaged members able to realize their retirement dreams. Our Mission: As fiduciaries, educate stakeholders, collect necessary contributions, and prudently manage member assets to deliver promised DB and DC benefits and services.
Hi, we're Stride! Today, 60 million Americans work independently, and that trend is only accelerating. But benefits are tightly coupled with full-time, W2-based jobs. As a result, the millions of Americans who work independently are excluded from that financial safety net. Stride is the world’s first benefits platform built specifically for contractors, part-timers, and the self-employed. We provide them with all the same benefits you’d expect from a W2 job, like insurance (health, dental, vision & life insurance), tax support, mileage & expense tracking, and special deals & discounts on everyday expenses. In fact, since launching in 2014, Stride has helped more than 3.5 million Americans save more than $4 billion on their benefits and taxes. We were founded in SF CA, we are a remote-first company, and have teammates all across the United States. We partner with over 100 work platforms like Uber, Lyft, Postmates, DoorDash, Instacart, Amazon, Grubhub, MasterCard, Aon, Willis Tower Watson, GoPuff, and more to help their communities of independent contractors and part-time employees get the benefits they and their families need to stay physically and financially healthy. We’re backed with over $86 million in capital by Venrock, New Enterprise Associates, Fidelity’s F-Prime Capital Partners, King River Capital, Mastercard, and Allstate.
Your "one-stop shop" for financial services. When you choose First Western, you get everything you need to manage your finances, protect your family and grow your wealth. Since 1910, we’ve been serving Arkansas with outstanding financial services delivered with the personal touch. Today, we’re still independent and owned by our employees. Ready to switch banks for the last time? Come by today! You’ll quickly discover “there’s a reason we’re first.” MEMBER FDIC EQUAL HOUSING LENDER INSURANCE AND INVESTMENTS: NOT A DEPOSIT / NOT FDIC-INSURED / NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY / NOT GUARANTEED BY THE BANK / MAY GO DOWN IN VALUE
McAdams Group, LLC has differentiated itself from the competition in numerous ways. By taking into account “worst-case scenarios” and having a more conservative approach to planning, we have been truly blessed to help hundreds of seniors in the Memphis area reach their goals without changing their lifestyles. By specializing in the entire universe of more conservative income and dividend-paying investments both inside and outside of the stock market, as well as sharing a philosophy of “not being married to any specific investment or strategy,” we’ve been able to work with our clients to help create a road map and give them a great deal of individual attention so they can focus on enjoying their lives. Our team approach to service has helped us earn a reputation for caring about our clients and we feel truly blessed that they have allowed us to be a part of their lives. www.sec.gov Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. McAdams Group, LLC and Sound Income Strategies, LLC are not associated entities. McAdams Group, LLC is a franchisee of the Retirement Income Source. The Retirement Income Source and Sound Income Strategies LLC are associated entities.
Rochester-based Insero & Co. includes Insero & Co. CPAs,. a full-service public accounting firm and Insero Talent Solutions, a recruiting and executive search firm. Insero & Co. provides a variety of professional services including recruiting, executive search, audit, tax, accounting, and consulting services to government agencies, colleges and universities, nonprofit organizations and companies ranging from privately held family businesses to multi-national corporations. These clients represent many industries, including service, manufacturing, distribution, high-tech, telecommunications, education, social services and real estate. For more information, visit www.inserocpa.com and www.inserotalent.com. Insero has been repeatedly recognized as one of the Best Accounting Firms to Work For by Accounting Today and Best Companies Group as well as various local and state top workplace awards. At Insero you're not just a number, you are an individual with aspirations. We work with you to craft your career to match your interests and future plans. Give us a chance to show you why we're different!
Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized quality service that is beyond comparison. Our main focus is on quickbooks, audit, and taxes for both individuals and businesses. Please check out our website for more services we provide.
GreenMet is focused on developing the infrastructure for sustainable, reliable and secure supply chains of Rare Earth Metals and Minerals to meet North American energy and technology needs. This includes the production of rare earth minerals and metals, including the production of key magnets, battery material and green steel.
