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Sterling Partners is a private equity firm with a distinct point of view on how to build great companies. Founded in 1983, Sterling has invested billions of dollars, guided by the company`s stated purpose: INSPIRED GROWTH™, which describes Sterling`s approach to buying differentiated businesses and growing them in inspired ways. Sterling provides valuable support to the management teams of the companies in which the firm invests through a deep and dedicated team of operations and functional experts based in the firm`s offices in Chicago, Baltimore, and Miami.
John W. Rosenthal Capital Management Inc. ("our Firm") is managed and controlled by John W. Rosenthal, Sr. as Chief Investment Officer. His background, experience and credentials are relevant and very important to the activities he performs for our clients. Our Firm provides investment advisory services to its clients. Specifically, our Firm serves as the exclusive investment advisor for 4 limited partnerships ("the Funds"). At the direction and control of our Firm, the Funds invest primarily in the common stock of community banks located throughout the U.S. as well as cash or cash equivalents. Learn more about our history. Our Firm is regulated by the Secretary of State of Indiana - Securities Division. We file Form ADV Part 1 and Part 2 annually, and you may connect to the links to view our most recent filings. Prospective investors may contact us to receive more information. Of course, our past performance does not guarantee any future results. Our "Investment Philosophy & Approach" is of utmost importance to understanding an investment opportunity with us. In short, this process generally involves 5 pillars: 1) we conduct "quantitative" analysis on prospective investments using FDIC Call Report data as well as other publicly available information on the banking companies we are analyzing; 2) we perform our own "qualitative" due diligence, using written materials and personal meetings with management of the financial institutions we are studying, in an effort to understand the "culture" of the organizations. We are looking for a specific culture at the banks in which we invest that can best be described as a "balanced culture". We believe our approach to this qualitative analysis is unique among investment managers and it is a critical component of our investment decision; 3) we undertake demographic analysis of the markets in which the banking companies we are examining operate; 4) we review current valuation metrics of all prospective investments - looking for the best values available; and 5) we assess management`s openness to a possible change of control.
Kayne Anderson Capital Advisors, L.P., is a leading alternative investment firm that manages investments across multiple asset classes including energy, real estate, credit and growth equity. The firm was founded in 1984 on the same principles that still hold strong today – a disciplined investment approach, employing high-quality people, partnering with the highest standards of excellence and aligning our interests with those of our investors and partners and translating that into attractive investment growth. We are focused on sourcing unique opportunities within the areas in which we invest and pride ourselves in going where other firms can`t and don`t. Our approach is rooted in the pursuit of niches —narrowly focused market segments whose size or complexity serve as a barrier to entry for other investment firms. By developing both knowledge and sourcing advantages, we are able to own and exploit these niches to deliver above average, risk-adjusted investment returns. We currently manage $24.5 billion in assets (as of 9/30/2017) for both high net worth and institutional investors. Through our integrated investment approach, when you partner with Kayne, you benefit from the breadth and expertise of 300 professionals in nine offices across the United States to fulfill your investment needs.
AmeriFinancial is a Houston, TX-based company in the Financial Services sector.
Located in Vail, Colorado, Manna Tree is an investment firm committed to a global mission of improving human wellbeing, longevity, and functional health through nutrition, technology, and knowledge. By partnering with strategically aligned family offices, individuals, and institutions we put capital to work in forward-thinking strategies aligned with our mission. Manna Tree invests to produce ingredients that are healthier, sustainable, and traceable from source to plate. Based in one of the healthiest counties in the United States, we pursue a culture based on 3W`s: Wilderness, Wellness, and Well-Fed. This commitment resonates with our team, our portfolio company leaders, and investors alike. We are the amplifiers of human nutrition and longevity where wilderness and wellness coalesce because together, they enable a life well-lived. Co-Founded by Gabrielle Rubenstein, Brent Drever, Ross Iverson in 2018.