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Fundamental Advisors is a private equity and alternative asset management firm based in New York City, founded in 2007. The firm specializes in municipal and public purpose investing, focusing on cash-flowing, asset-based investments in essential service sectors. Their investment approach is adaptive, allowing them to navigate various capital structures and sectors to achieve consistent returns and downside protection. The firm employs two main investment strategies: the Flagship Opportunistic Strategy, which targets special situations in municipal markets, and the Renewable Energy Strategy, which provides flexible capital solutions for renewable energy projects. Fundamental Advisors invests primarily in debt, assets, or securities related to municipal markets and public purpose assets, leveraging their expertise to address inefficiencies and complexities in these markets. With a team of around 40 employees, Fundamental Advisors manages assets with a focus on public infrastructure and community assets. Their clients include municipal entities and public purpose organizations, supported by key investors like White Oak Equity Partners and Tandem Health Care.
Meriden Schools FCU is a Meriden, CT-based company in the Financial Services sector.
Community Bankers` Bank (CBB) is the only organization devoted solely to the success of community banks in the Fifth Federal Reserve District. We stand as a true, noncompetitive partner that banks invest in and also trust for expert correspondent banking, loan participations and investment and consulting services. Our goal is to lift the performance of community banks by delivering reliable banking products and solutions, thoughtful guidance and responsive service. Since 1987, we have served and advocated for independent community banks, delivering value to our owners and clients through economies of scale, technology and the dedication and quality of our people.
We are an industry-leading financial services software firm, established in 1999. We are headquartered in Cedar Park, Texas with locations in Des Plaines, Illinois and Denver, Colorado. We develop and host a suite of software solutions that allow community bankers the ability to provide a complete menu of innovative banking services to your customers anytime, anywhere. IBT Appss premier application, i2Suite (named for intelligence – integrated) is installed in more than 300 individual financial institutions across the United States. i2Suite has proven to be scalable and affordable, exemplifying the next generation of image and data management solutions for the financial industry. Our commitment to the needs of our customer has solidified us as a premier financial solutions partner. The i2Suite application has revolutionized the banking industry with its one-of-a-kind software, service and superior technology that levels the playing field with national competition. The affordability of i2Suite not only allows community financial institutions to provide competitive products and services, but also enables them to use processes that national institutions typically are not able to deploy due to compliance, cost and scalability. The ability of our clients to surpass the capabilities of Tier 1 competition has made IBT Apps® the ‘go to provider of banking software.
Chippewa Valley Bank is a Loretta, WI-based company in the Financial Services sector.