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Aquesta Bank is dedicated to providing unexpected convenience and unsurpassed service by catering to the banking expectations of the Lake Norman community. Aquesta will strive to provide cost effective financial solutions, execute sound banking practices, and contribute to the financial well being of the community. We are committed to staying current with the latest banking technologies and services to meet your banking needs today and tomorrow.
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.
Mulcrone is a Wood Dale, IL-based company in the Financial Services sector.
Port Washington State Bank (PWSB) is a community bank serving the needs of Southeastern Wisconsin, specializing in business banking, retail banking and mortgage lending. The secret to their 120-year longevity is putting customers and communities at the center of their business. That focus has led them to offer customers a personalized experience with a blend of 21st century technology. PWSB takes customer service seriously. On the personal banking side, they take pride in knowing many customers by name. For business clients, they focus on being responsive and reliable partners. To deliver on both promises, they retain and train top talent in the market by focusing on learning and development, employee engagement and shared experiences. PWSB invests in the community with donations, sponsorships and volunteer hours to support parks, pastimes and local events for the next generation to experience.
Farmers Savings Bank is a Vinton, IA-based company in the Financial Services sector.