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Heckman Financial and Insurance Services is a San Jose, CA-based company in the Financial Services sector.
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.
At PPM America, Inc., asset management is our sole focus, and our mission is clear-cut — to produce superior investment results for our clients. This goal recognizes that, as an active manager, the value we provide to our clients rests on our ability to outperform. In order to do so, we invest heavily in our people, infrastructure and idea generation while staying focused on what`s important to our clients.
Mayfield is a global venture capital firm with over $2.7 billion under management. The Firm has been championing people for more than 49 years. Mayfield invests primarily in early-stage IT companies in enterprise and consumer sectors.
Lovell Minnick Partners is a private equity firm focused on investments in financial services, financial technology and related business services. We partner with outstanding management teams to help grow their companies and build value for investors through a combination of driving growth initiatives, strategic activity and operational improvements. Since our inception in 1999, we have become a leader in our chosen space, raising $3.5 billion of committed capital from leading institutional investors. To date, we have completed more than 50 portfolio company investments. With offices in Philadelphia, Los Angeles, and New York, we are a private equity firm which seeks to invest in management-driven, growth-oriented companies that span the supply chains of investment products, insurance products, credit products and payments. Some of the areas in which we specialize include financial technology; payments; insurance brokerage and services; wealth and asset management; and related business services.