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Berkley Program Specialists is a leading insurance operation dedicated exclusively to program business. We provide access to national admitted and non-admitted A+ XV insurance carriers, program management expertise, and reinsurance support when required to program administrators in the U.S. We are a casualty driven company, although we have the ability to offer ancillary property and automobile products as well. Our Mission Berkley Program Specialists goal is to be the preferred insurance operation for program administrators who are experts in the industries they serve and are looking for a stable, secure, and proven company to support and help grow their casualty-driven homogeneous niche program with annual GWP of at least $5 million. Business We Seek Our preferred client is a highly respected program administrator or insurance specialist who possesses the ability to quote, underwrite, rate, bind and issue policies within a homogeneous industry field. They should have a strong sense of integrity, significant expertise in their chosen industries, a differentiated value proposition, and a solid distribution system. Our preferred program opportunities consist of annual premiums in excess of $5 million, complete with strong, documented premium and loss histories.
For over 125 years, Farmers & Merchants State Bank has proudly operated as an independent community bank, serving the residents of Waterloo, Marshall, and the recently added Lake Mills, WI. In addition to our in-house financial services, we offer a complete range of full-service, mortgage, and internet banking options. Since our establishment in 1897, we have played a vital role in our communities and remain dedicated to their prosperity. Our team is always ready to offer guidance and support, as we consider ourselves your lifelong financial partner. Our objective is to deliver comprehensive financial services and be your trusted partner for life.
Accounting 501 (formerly Pery Consulting Group, founded by Rafe Pery) includes a team of 25 consultants with a broad range of experience in the non-profit sector from the day-to-day transactional accounting level up to the CFO level. Accounting 501 works exclusively in the non-profit sector and assists organizations that are experiencing rapid growth or operational challenges such as…a financial crisis, staffing transitions, accounting system clean-up, merger/reorganization, the need to establish and/or fine tune systems, policies, and procedures. At Accounting 501, we specialize in assisting organizations with complex private and public funding sources to maximize grants and contracts and to ensure compliance with grant requirements. We understand the importance of cost allocation as well as cost center reporting as key to meeting the goals of the organization.
Nexxess International is a National Private Trust Management Company, located near Dallas, TX. Today, Nexxess has more than 200 consulting partners and we manage wealth and trusts for clients. As a leader in complex trust structuring, Nexxess can help both clients, large or small. We have staff of many different skill sets, including Financial Planners, Enrolled Agents, CPAs, Attorneys and more.
Custom Goods Logistics is a full-service logistics company based in Carson, California, with over 60 years of experience in the industry. As a nationally-recognized third-party logistics (3PL) provider, the company employs around 600 people and generates annual revenue of $195.9 million. Custom Goods operates a fleet of more than 175 trucks and manages over 7 million square feet of warehouse space across the United States. The company offers a range of logistics solutions, including warehousing, transportation, specialty freight forwarding, and centralized exam stations. Custom Goods specializes in omni-channel fulfillment, integrating e-commerce, retail, and wholesale operations with advanced inventory management. They serve various sectors, including food and beverage, retail, automotive, industrials, e-commerce, and manufacturing, providing tailored solutions to meet specific client needs. The company emphasizes data-driven decision-making, personalized customer service, and timely solutions, positioning itself as a partner dedicated to supporting business success.