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Raymond James is a Saint Petersburg, FL-based company in the Financial Services sector.
Advisors Asset Management.. is a Monument, CO-based company in the Financial Services sector.
At Core we align value with values. We invest in companies that deliver more efficient, well-designed financial products that save people time and money, create upward mobility, and scale broadly – driving both profit margins and consumer value. Investments include NerdWallet, Oportun, and Ripple, among many others.
Dorilton Capital is a family equity investment firm focused on the lower middle market. We invest on behalf of a single family, which gives us the unique ability to think in the long term with no set investment horizon while using a fraction of the leverage used in traditional private equity. We work with healthy companies that have strong management teams, where we can act as true partners with a shared goal: accelerating potential by removing capital constraints. The executives we invest in are experts in their fields and have built excellent businesses, and as such, we seek to support management`s goals without imposing undue cultural change. Our team is highly experienced in operations, reporting systems, and M&A. We work alongside our portfolio companies to streamline internal processes, invest in organic growth and pursue acquisitions. We consider it a privilege to work with great family businesses, and we believe in supporting their growth and allowing them to continue doing what they do best.
Halliday Financial Group is a Glenwood Landing, NY-based company in the Financial Services sector.