| Name | Title | Contact Details |
|---|
EnerBank is a highly specialized bank founded June 1, 2002 and headquartered in Salt Lake City, providing unsecured home improvement lending through strategic business partners and independent home improvement contractors throughout the United States. Strategic partners include manufacturers, distributors, franchisors, and major retailers of home improvement, remodeling, and energy saving products and services. The bank provides private label loan programs for strategic partner organizations (“loan program sponsors”), which in turn make those programs available to their networks of dealers.
Trilantic North America is a private equity firm focused on investments in the North American region, primarily within the consumer, business services and energy sectors. We take a flexible approach to investing alongside our founders, owners and operators and typically invest between $50 and $300 million of equity as control or significant minority owners, adapting the structure to support what`s best for the business and set our management teams up for success. Trilantic North America has managed six private equity fund families with aggregate capital commitments of $9.7 billion and was recognized by Inc. Magazine`s 2019 list of Top 50 PE Firms for Entrepreneurs. We have a strong heritage of partnering with family-owned businesses and providing growth capital to outstanding teams.
Lumiant is an award-winning cloud-based advice and client engagement platform, where clients and their advisors connect around their lives, values and finances, helping them make better choices and live their best lives confidently. Lumiant proudly champions the non-Chief Financial Officer of the household, which supports advisors in increasing conversions, revenue, referrals, and retention over multiple generations. Lumiant`s mission is to radically transform the way advice is delivered. Its financial client experience software achieves this by uncovering the underlying motivators driving clients` financial decisions. Then, using its suite of client engagement and financial management tools, finance professionals can identify, track and measure the goals, strategies and tasks to shape and sustain extraordinary lives for their clients. For the first time, the client experience has been uncoupled from financial products and benchmarks that advisers have no control over. With the entire experience anchored in what clients truly value and measured against their overall wellbeing.
Inventergy is the brainchild of one of the IP world's most influential leaders, Joe Beyers. Having led global licensing for Hewlett-Packard for years, Joe knows first-hand the challenges of leveraging IP assets for technology powerhouses. That's why he has joined forces with a handpicked “A-Team” of professionals to assist corporations like yours in getting greater value from your inventions and ideas. Our backgrounds span more than 100 years working for global companies (be sure to read our individual bios), handling more than $15 billion in IP and technology transactions. We have expertise in every aspect of IP business, from valuation to technical and legal analyses to successful deal making. We've had our share of media attention and industry awards. But what matters most to us are the results we've achieved and the potential to take the IP world to the next level.
Villere & Company, LLC is a federally registered investment advisor. Villere & Company, LLC may only transact business or render personalized investment advice in those states where we are registered/filed notice or otherwise excluded or exempted from registration requirements. Any communications with prospective clients residing in states or international jurisdictions where Villere & Company, LLC and its affiliates or registered representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.