| Name | Title | Contact Details |
|---|---|---|
Julie Altman |
VP, Information Security Officer | Profile |
BDT & MSD Partners is a merchant bank established in 2023 from the merger of BDT & Company and MSD Partners. The firm focuses on providing strategic advisory services and long-term capital solutions tailored for business owners, family offices, and strategic investors. Their core services include strategic advisory for mergers and acquisitions, capital structure optimization, and trust and estate planning. They also offer investment management through affiliated advisers, focusing on risk-adjusted returns. Additionally, BDT & MSD Partners supports family offices with legacy management and multi-generational wealth planning. Led by Byron Trott and Gregg Lemkau, the firm has a strong leadership team that includes key personnel in compliance, technology, and operations. They manage multiple funds and have made notable investments, such as acquiring a stake in IMA Group to foster growth. The firm is dedicated to aligning with long-term investors and leverages a global network of business owners and investors for shared insights.
Touchstone Bank is a local community bank that is dedicated to providing superior customer service and creating outstanding value for its shareholders and the communities it servess. Touchstone Bank is located throughout south central Virginia and northern North Carolina. Our branches extend from the fringes of Richmond, in Chester and reach south to Clarksville, and in the North Carolina communities of Louisburg, Roanoke Rapids and Wake Forest. The Bank provides depository and lending services, commercial and residential real estate loans, commercial loans, construction loans and consumer loans to customers. The Bank offers personal banking services, which include checking accounts, savings accounts, mortgages, personal certificates of deposit and individual retirement accounts. It also provides business banking services, including checking accounts, business CD, business savings account, business loans and merchant services. In addition, the Bank offers investment services.
BankAsiana is a Palisades Park, NJ-based company in the Financial Services sector.
Marion County Savings Bank is a Salem, IL-based company in the Financial Services sector.
Opus Bank (NASDAQ: OPB) has approximately $8 billion* in assets and 47 banking offices throughout California, Washington, Arizona and Oregon. Our mission is to offer sophisticated financial solutions that will drive and maximize each client`s business and growth through a consultative, solution-based approach. With an entrepreneurial mindset, we aim to change the conversation of how regional banks get things done. Opus Bank offers a suite of treasury and cash management and depository solutions, and a wide range of loan products, including commercial, healthcare, media and entertainment, corporate finance, multifamily residential, commercial real estate and structured finance, and is an SBA preferred lender. Opus Bank offers commercial escrow services and facilitates 1031 Exchange transactions through its Escrow and Exchange divisions. Additionally, Opus Bank`s wholly-owned subsidiary, PENSCO Trust Company, has approximately $14 billion of custodial IRA assets and approximately 47,000 client accounts, which are comprised of self-directed investors, financial institutions, capital raisers and financial advisors.