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Berkley Program Specialists (a Berkley Company)

Berkley Program Specialists is a leading insurance operation dedicated exclusively to program business. We provide access to national admitted and non-admitted A+ XV insurance carriers, program management expertise, and reinsurance support when required to program administrators in the U.S. We are a casualty driven company, although we have the ability to offer ancillary property and automobile products as well. Our Mission Berkley Program Specialists goal is to be the preferred insurance operation for program administrators who are experts in the industries they serve and are looking for a stable, secure, and proven company to support and help grow their casualty-driven homogeneous niche program with annual GWP of at least $5 million. Business We Seek Our preferred client is a highly respected program administrator or insurance specialist who possesses the ability to quote, underwrite, rate, bind and issue policies within a homogeneous industry field. They should have a strong sense of integrity, significant expertise in their chosen industries, a differentiated value proposition, and a solid distribution system. Our preferred program opportunities consist of annual premiums in excess of $5 million, complete with strong, documented premium and loss histories.

Bigelow LLC

Bigelow is the M + A Advisor exclusively for owners of high-performing private companies — Entrepreneur Owner-Managers with their skin in the game. Our scrappy boutique firm behaves as one collaborative team. Leveraging our independence and exclusive EOM focus, we have helped hundreds of clients build and capture Enterprise Value while respecting their values, their legacy and the intersection of their professional and personal goals. Frequently our work with clients goes on for years in advance of a wealth-building transaction. Unlike virtually all of the firms with which we compete, we are independently owned. We have only one source of revenue — our Entrepreneur Owner-Manager clients. No referral fees. No investing, trading, lending, or underwriting. No buy-side advisory. No products to sell. No conflicts. We aspire to be completely aligned with achieving our clients potential, striving endlessly to be masters of our craft.

Capital Bank, N.A.

Capital Bank N.A., headquartered in Rockville, Maryland is a Maryland chartered commercial bank that offers commercial and consumer banking services to clients in the Washington D.C. metropolitan area, alongside two nation-wide lending brands; Capital Bank Home Loans, a mortgage division that lends in all 50 states, and OpenSky a credit card division that offers and services credit cards across all states. Capital Bank focuses on merging digitally based products with personalized services. This enables our commercial sales teams, mortgage loan officers and OpenSky customer care associates to deliver a meaningful customer experience customized by the nature of the relationship, whether it be a credit card, a home loan, or a commercial customer with complicated lending and treasury needs. Our expansion has been deliberate with a focus on trading brick and mortar expenses for investment in digital technologies to enable our customers to focus on their goals, or their personal vision. For more information, visit https://capitalbankmd.com Member FDIC. An Equal Housing Lender. NMLS# 401599. CAPITAL BANK, PARTNERS IN YOUR VISION

IRFCU

Ingersoll-Rand Federal Credit Union is a small credit union with BIG heart. IRFCU remains committed to the financial betterment of our members and our community by providing financial education, services, and products that fit their lifestyles and needs. Weve grown alongside our community, always moving forward!

American National Bank & Trust

American National Bank & Trust is a financial institution with a history dating back to 1856. Originally established as West Omaha National Bank, it has grown to be one of the largest banks in the Midwest, serving clients in Nebraska, Iowa, and Minnesota. The bank focuses on personalized service and building long-term relationships with both business and personal clients. The bank offers a wide range of financial services, including checking and savings accounts, consumer lending, mortgage lending, and construction financing. It also provides trust and investment services, managing approximately $1 billion in assets, and offers real estate title services, equipment and auto leasing, and personal investment services. American National Bank & Trust is committed to fiscal responsibility and conservative banking practices, ensuring financial strength and stability for its customers.