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CastleOak Securities, L.P. is a boutique investment bank focused on the capital markets serving a broad array of corporate, governmental and institutional investor clients. Headquartered in New York City, and with five regional offices, CastleOak specializes in primary and secondary sales and trading of fixed income, equity, and money market securities. Since its founding in 2006, CastleOak has grown to approximately 50 professionals and has assisted its clients on public offerings totaling over $3 trillion.
Oregon Mutual Insurance Company is one of the leading companies in Financial Services industry. Oregon Mutual Insurance Company is based in Mcminnville, OR. You can find more information on Oregon Mutual Insurance Company at www.ormutual.com
Garrett Group is a San Francisco, CA-based company in the Financial Services sector.
Teachers Credit Union (IN) is a South Bend, IN-based company in the Financial Services sector.
Founded in 2005, Monarch Private Capital (formerly State Tax Credit Exchange) is a financial services company providing federal and state tax credit solutions to Fortune 500 companies, businesses and high-net worth individuals aimed at lowering their federal and/or state tax liabilities while supporting socially beneficial activities. Created by state and federal governments, tax credits incentivize specific business activities which government deems worthy of stimulating. MPC`s singular focus is on the structuring and placement of transferable tax credits. Since its inception, Monarch Private Capital has placed billions of transferable credits in the marketplace without the recapture of a single credit. We are a strong and stable clearing house for transferrable tax credits and tax equity credit funds which deliver customized, low-risk, tax-saving solutions to clients.