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Mercantile Bankshares Corporation (Bankshares) is a regional multi-bank holding company with 11 banks (the Banks) and a mortgage banking company. Eight banks are headquartered in Maryland, two are in Virginia and one is in Delaware.
Second Federal Savings is a Chicago, IL-based company in the Financial Services sector.
Advanced Wealth Solutions Group is a New York, NY-based company in the Financial Services sector.
Mercantil Commercebank N.A. is a Miami, FL-based company in the Financial Services sector.
Fundamental Advisors is a private equity and alternative asset management firm based in New York City, founded in 2007. The firm specializes in municipal and public purpose investing, focusing on cash-flowing, asset-based investments in essential service sectors. Their investment approach is adaptive, allowing them to navigate various capital structures and sectors to achieve consistent returns and downside protection. The firm employs two main investment strategies: the Flagship Opportunistic Strategy, which targets special situations in municipal markets, and the Renewable Energy Strategy, which provides flexible capital solutions for renewable energy projects. Fundamental Advisors invests primarily in debt, assets, or securities related to municipal markets and public purpose assets, leveraging their expertise to address inefficiencies and complexities in these markets. With a team of around 40 employees, Fundamental Advisors manages assets with a focus on public infrastructure and community assets. Their clients include municipal entities and public purpose organizations, supported by key investors like White Oak Equity Partners and Tandem Health Care.