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ParetoHealth is a healthcare benefits solutions provider focused on midsize employers with 50 to 1,000 employees. The company aims to reduce healthcare cost volatility and improve financial outcomes through innovative self-insurance models. It has established itself as the largest health benefits captive in the U.S., managing over $6.6 billion in healthcare spending and serving more than 3,000 employers, which collectively cover over 1 million lives. The company offers a range of services, including its Risk Shield program, which provides a shared-risk model for predictable costs and stop-loss protection against large claims. Its Savings Engine utilizes data analytics and clinical expertise to manage medical costs and improve pharmacy solutions through the ParetoHealth Pharmacy Consortium. By pooling employers into a single risk pool, ParetoHealth enhances negotiating leverage and risk stabilization, allowing midsize businesses access to cost-saving tools typically available to larger corporations.
Antheia is a science and technology company developing next generation plant-inspired medicines.
Diamond Baseball Holdings (DBH) is a New York-based company founded in 2021 that owns and operates a significant portfolio of Minor League Baseball (MiLB) clubs affiliated with Major League Baseball. The company focuses on professional management, best practices, and innovative investments to enhance fan experiences, brand engagement, player conditions, and community impact. As of 2024, DBH has acquired 33 teams, making it one of the largest ownership groups in MiLB history. The company emphasizes maintaining baseballs traditions while upgrading facilities and improving player welfare. DBH operates as part of Silver Lakes sports investments and applies private equity strategies to enhance operations and achieve market-beating returns. Its initiatives include partnerships for stadium upgrades and innovations aimed at boosting fan attendance and creating superior environments for both fans and players.
Texana Bank, established in 1914 and headquartered in Linden, Texas, operates as a community bank with a national charter. Renamed from The First National Bank of Linden in 2009, it is a member of the Federal Reserve and is supervised by the Office of the Comptroller of the Currency. The bank is dedicated to serving both personal and business banking needs. For personal banking, Texana Bank offers mortgage and consumer loans, checking accounts with rewards, and debit cards for convenient transactions. Business services include business savings accounts, loans, treasury management solutions, and business credit cards. The bank also provides a mobile banking app for easy access to account information. Texana Bank emphasizes customer privacy and security, utilizing encryption to protect sensitive data and adhering to federal regulations.
We serve as part-time or full-time interim CFOs, or work on a project basis to find solutions during periods of transition or critical need. Clients are typically closely held and/or managed, with our direction received from the CEO, owners, or the Board of Directors. We often work closely with executive managers to identify and resolve key issues and develop financial strategies supporting long term objectives.