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Halifax National Bank is a Halifax, PA-based company in the Financial Services sector.
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.
Founded in 2004, HedgeStar is a leading independent provider of outsourced valuation and hedge accounting services for financial instruments including interest rate, currency, and commodity derivatives. HedgeStar provides derivative fair value calculations, cash flow hedge accounting, fair value hedge accounting, and risk management services. The HedgeStar team is comprised of valuation experts, Certified Public Accountants (CPAs), and hedging program professionals. We deliver our services with a personal touch. We understand our clients and their portfolios and are an extension of their risk, finance and accounting departments. We strive to live by our core values everyday.
Cambridge Savings Bank is a full-service banking institution with over $5 billion in assets. As a mutual bank, CSB is committed to improving the quality of life of our employees, customers and the communities we serve. One of the oldest and largest community banks in Massachusetts, Cambridge Savings Bank offers a full line of individual and business banking services across a robust Massachusetts-based branch network and through digital banking solutions for commercial, small business and consumer customers. To learn more about how we can meet your needs, visit us at cambridgesavings.com, or better yet, come meet us to help you make the most out of your banking relationship. Member FDIC. Equal Housing Lender. NMLS ID# 543370.
Sterling Bank & Trust was originally chartered in 1984 as Sterling Savings and Loan Association with a focus on residential mortgage lending in the neighborhoods we serve. In 1990, our growth led to the development of the commercial real estate lending division. In 1992, we became Sterling Bank and Trust, FSB, with the addition of the Trust division. A key part of Bay Area neighborhoods and now Los Angeles, Sterling has 18 neighborhood branches in the San Francisco Bay Area, and one branch in Alhambra, California. We continue to expand, and anticipate branches opening in Cupertino and Irvine, California in the near future. Our mission is to create exceptional value for customers, employees, investors and the community through innovative and creative products, services and activities; and to profitably grow as an independent, national company by providing superior financial solutions that exceed customer expectations.