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Patriot Bank is a Suwanee, GA-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.
Magnolia State Bank is a Bay Springs, MS-based company in the Financial Services sector.
Saco & Biddeford Savings is a mutual savings bank with the commitment to offer its customers the best rates and lowest fees possible. Maine’s Oldest Bank has maintained an incredible record of support to the communities in its service area and beyond. Saco & Biddeford Savings actively assists many local clubs, groups, and non-profit organizations. The bank’s Community Investment Program and its Charitable Foundation, founded in 1998, embody that philosophy today. Founded in 1827, Saco & Biddeford Savings currently has branches in Biddeford, Old Orchard Beach, Scarborough, Portland, South Portland, Westbrook, and Saco.
Finance of America Reverse LLC, based in Plano, Texas, is a prominent provider of reverse mortgage solutions. As part of Finance of America Companies Inc., the company specializes in home equity-based financing, allowing homeowners to access their home equity without incurring monthly payments. It has earned an "A+" rating from the Better Business Bureau and is recognized as a top-rated reverse lender on ConsumerAffairs.com. The company offers a variety of services focused on reverse mortgages, providing comprehensive support to help customers make informed financial decisions. One of its key products is the HomeSafe reverse mortgage, a proprietary option designed to meet the unique needs of homeowners. Finance of America Reverse targets older homeowners, aiming to provide accessible and transparent financial solutions that support their retirement goals. With a recent emphasis on digital innovation, the company is enhancing customer experiences and operational efficiency through technology-driven strategies.