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Kaufman Dolowich LLP

Kaufman Dolowich LLP is a nationally recognized litigation law firm that has been serving the business and insurance communities since 1986. With 13 offices across the United States, Bermuda, and the United Kingdom, the firm has expanded from a boutique labor and employment practice into a comprehensive legal service provider. It offers a wide range of services, including labor and employment law, insurance coverage and litigation, professional liability, construction law, and more. The firm is known for its client-centered approach, focusing on developing innovative and cost-effective legal strategies tailored to various industries and complex legal matters. Kaufman Dolowichs attorneys are recognized leaders in their fields, often sharing their expertise at national conferences. The firm has a diverse clientele, including businesses and insurance carriers of all sizes, and has received accolades for its workplace culture, including multiple Mansfield Certification recognitions and being named among the “Best Companies to Work For” by U.S. News & World Report.

Automation AMA

Automation AMA offers advisory and consulting services to manufacturers, capital equipment OEMs, and investment firms seeking industrial holding targets. For manufacturers, Automation AMA assists in determining optimal processes for automation, facilitates the creation of RFQs (requests for quotes), manages relationships with automation providers, evaluates proposals, and oversees the automation build process. Clients benefit from the expertise of a seasoned automation veteran with almost 3 decades of experience, ensuring a smooth and successful automation project. Automation OEMs and machine builders can access advisory services, board of director roles, fractional CEO, CTO, COO, and CRO services, business development assistance, strategy planning, standardization of manufacturing and engineering processes, and sales leadership and training. Investment firms receive support with target identification, ownership introductions, due diligence, and business process analysis. Automation AMA also provides temporary or full-time CxO leadership or board of director advisory services to complement existing leadership teams. With over 28 years of experience in founding and growing an automation business, Automation AMA is uniquely positioned to understand the challenges faced by business leaders and entrepreneurs on a daily basis. Founded and led by an industry leader in assembly, robotics, and packaging, Automation AMA offers a comprehensive range of services to support clients throughout their automation journey, as well as to refine engineering, sales, operations, and business development functions.

The Helper Bees

The Helper Bees is a technology platform focused on enhancing the aging-in-place experience for older adults in the healthcare sector. Founded in 2015 and based in Austin, Texas, the company operates across all 50 U.S. states, Washington D.C., and Puerto Rico. It offers a wide range of non-medical in-home care services, including home care, home modifications, pest control, and meal delivery, all facilitated through its Aging-In-Place Provider Network. The platform features several tools to ensure quality care, such as automatic fulfillment that monitors service quality, digital invoicing and payment systems, and digital claims tools to streamline processes and improve data collection. Additionally, the company provides care concierge services to help individuals navigate their supplemental benefits and manage payments. The Helper Bees partners with major insurance carriers and health plans to improve in-home care delivery and reduce healthcare costs, making aging in place more accessible for seniors and their families.

West Coast Community Bank

West Coast Community Bank is a full-service community bank headquartered in Santa Cruz, California, serving Monterey, San Luis Obispo, Santa Clara, and Santa Cruz counties since 2004. The bank is dedicated to community involvement, actively supporting local well-being through participation and donations to regional nonprofit organizations. In 2024, it merged with 1st Capital Bancorp to enhance its capabilities and better serve the community, with plans to rebrand all branches as West Coast Community Bank by 2025. The bank offers a variety of financial services for both businesses and individuals. These include business loans, commercial real estate financing, asset-based lending, construction lending, and agricultural loans. It also provides SBA and USDA government guaranteed loans, credit cards, merchant services, and digital banking solutions. For personal banking, West Coast Community Bank offers competitive deposit solutions and consumer banking services. The bank is recognized as a leading SBA lender in Santa Cruz County and Silicon Valley, reflecting its strong support for local businesses.