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Advisors who partner with us have more time to succeed through a focus on delivering the most holistic client experience.
Maxim Group is a leading investment banking, securities and investment management firm. The Firm provides an array of financial services including: investment banking, equity research, private wealth management, structured products, and global institutional equity, fixed-income and derivative sales & trading to a diverse range of corporate clients, institutional investors and high net worth individuals. Maxim Group is registered as a broker-dealer with the U.S. Securities and Exchange Commission and is a member of the following: Financial Industry Regulatory Authority (FINRA); Municipal Securities Rulemaking Board (MSRB); Securities Insurance Protection Corporation (SIPC); International Securities Exchange (ISE); NASDAQ Stock Market; and NYSE Arca, Inc.
Genstar Capital is a leading middle-market private equity firm, investing in high quality companies for over 30 years. Genstar currently has approximately $17 billion in assets under management and is focused on investing in financial services, software, industrial technology, and healthcare. Genstar partners with its management teams and network of strategic advisors to grow and transform its portfolio companies into industry-leading businesses. We operate as one team with a single office in the heart of San Francisco. Our vision is to help build lasting, impactful businesses that will continue to succeed well beyond our ownership.
Western America Capital Group is a Edmonton, AB-based company in the Financial Services sector.