We serve as part-time or full-time interim CFOs, or work on a project basis to find solutions during periods of transition or critical need. Clients are typically closely held and/or managed, with our direction received from the CEO, owners, or the Board of Directors. We often work closely with executive managers to identify and resolve key issues and develop financial strategies supporting long term objectives.
Suffolk Credit Union is a financial cooperative located on Long Island, New York, with over 55 years of service to the community. Established in 1967, it operates on a non-profit basis, owned and controlled by its members. The credit union offers a variety of financial services, including checking and savings accounts, personal and auto loans, mortgages, credit cards, and investment services. In addition to traditional banking, Suffolk Credit Union provides financial planning assistance, retirement planning, and insurance services. Members can access their accounts conveniently through online and mobile banking. The credit union is dedicated to community involvement, partnering with local organizations and educational institutions to support development initiatives. With ten branch locations across Long Island, Suffolk Credit Union serves individuals and families in Suffolk and Nassau Counties, focusing on personalized service and financial literacy.
Diamond Baseball Holdings (DBH) is a New York-based company founded in 2021 that owns and operates a significant portfolio of Minor League Baseball (MiLB) clubs affiliated with Major League Baseball. The company focuses on professional management, best practices, and innovative investments to enhance fan experiences, brand engagement, player conditions, and community impact. As of 2024, DBH has acquired 33 teams, making it one of the largest ownership groups in MiLB history. The company emphasizes maintaining baseballs traditions while upgrading facilities and improving player welfare. DBH operates as part of Silver Lakes sports investments and applies private equity strategies to enhance operations and achieve market-beating returns. Its initiatives include partnerships for stadium upgrades and innovations aimed at boosting fan attendance and creating superior environments for both fans and players.
The Mutual Group is an innovative insurance services platform that provides a full suite of solutions designed to improve the operational efficiency and scalability of mutual insurance carriers.
Designers. Communicators. Team builders. We are Studio Tom, Dick & Harry: the creative internal communication specialists.