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Coalesce Capital is a private equity firm that partners with management teams to build long-term value around differentiated businesses. We are entirely focused on human capital-driven and technology-enabled business services companies and our investment philosophy centers around our conviction that people are the most important ingredient of success. Coalesce teams with middle market business services companies to develop and execute long-term strategic plans focused on accelerating both organic and inorganic growth, leveraging our extensive network of functional and industry advisors to lend specific expertise. The word coalesce reflects our core values and approach: we partner with management teams to come together to create shared success and the platforms of tomorrow.
Generations is a community-based financial services organization that partners with businesses and residents throughout Finger Lakes region and Western New York. Generations is dedicated to providing banking, insurance, and investment services to our customers. Our focus is on incorporating innovative and new technologies that offer the most advanced financial services while maintaining a community atmosphere. In addition to traditional business and consumer deposit services, Generations Bank focuses on residential mortgages, as well as, automobile, home equity, commercial, non-residential real estate, construction and student loans. One way in which we reward our customers is through our MyGenPerks checking accounts which offer cell phone protection, ID theft aid, and roadside assistance. Generations also provides insurance with customizable policies through Generations Agency. Our employees are our most valuable assets, so we make it our priority to care for them by offering generous employee benefits and an innovative work atmosphere. As an organization, we strive to be a good neighbor to the communities where we serve by getting involved with local charities and encouraging employees to participate in community outreach programs.
Capstone Financial is a Plainfield, IN-based company in the Financial Services sector.
Saratoga Investment Corp is a New York, NY-based company in the Financial Services sector.
Tiedemann Advisors is one of the largest independent investment and wealth advisors for high-net-worth individuals, families, trusts, foundations and endowments. Founded in 1999, Tiedemann has nine offices across the U.S. including its trust services office, Tiedemann Trust Company, a state-chartered trust company located in Wilmington, Delaware.