| Name | Title | Contact Details |
|---|
The mission of Traditions Health Care Holding Company is to promote health and independence in the patients we serve, to attract and retain exceptional healthcare professionals and to conduct our business with compassion and integrity. Traditions Health Care Holding Company`s investment portfolio is targeted toward a variety of health care industry related companies, including software, hospice, legal & professional services, home health, outpatient therapy, sales training, staffing agencies, occupational health services, marketing, and consulting.
Equilibra is the family office of Daniel Lubetzky, Founder and Executive chairman of KIND.
Aurora Financial Group is a Portland, ME-based company in the Financial Services sector.
Commerce Street Holdings, LLC ("CSH") , headquartered in Dallas, Texas, is a premier investment banking firm serving and investing in financial institutions across the United States since 2007. CSH is comprised of the following entities: ♦ Commerce Street Capital, LLC, (Member FINRA/SIPC) is a broker-dealer whose services include: • Mergers & Acquisitions - Financial Institutions and Corporations • Bank Capital Raise • Private Placement of Debt & Equity • Regulatory Advisory • Valuations & Fairness Opinions • Small Business Investment Company ("SBIC") Funds • Alternative Solutions • Corporate & Real Estate Investment Banking ♦ Commerce Street Investment Advisor (“CSIA”), dba Commerce Street Investment Management (“CSIM”), a wholly-owned subsidiary of Commerce Street Holdings LLC, a Texas limited liability company and is an SEC-registered Investment Adviser that provides asset management services for private equity and credit opportunity funds that invest in bank and financial institution related transactions. ♦ Commerce Street Investment Advisor (“CSIA”), dba Commerce Street Peak Advisors (“CSPA”), a wholly-owned subsidiary of Commerce Street Holdings LLC, a Texas limited liability company and SEC-registered. CSPA provides quality, comprehensive, and cost-effective retirement plan solutions for 401(k), 403(b), and 457 plan clients and their employees. CSPA services include: • Low-cost, professionally managed risk-based portfolios • Lower management fees • Assistance with creating investment policy statements • Participant education • Fully bundled services through the Vanguard Group, Inc.
Shea & Company is a leading strategic and financial advisor to the software industry. We are a technology focused investment firm advising on the strategic and financial matters that impact our clients’ ultimate success. Visit our site to learn more.