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A top 20 U.S. insurance brokerage headquartered in Lindon, Utah, Trucordia, formerly PCF Insurance Services, offers a broad array of commercial and personal lines, life and health, employee benefits, and workers compensation insurance solutions. Trucordia is an integrated organization united by a passion to deliver extraordinary opportunities and exceptional experiences for its clients, partners and each other. With more than 5,000 employees across the U.S., Trucordia is a notable leader in the insurance brokerage space, ranking #19 on Business Insurances 2024 Top 100 Brokers and #13 on Insurance Journals 2024 Top Property/Casualty Agencies.
Bigelow is the M + A Advisor exclusively for owners of high-performing private companies — Entrepreneur Owner-Managers with their skin in the game. Our scrappy boutique firm behaves as one collaborative team. Leveraging our independence and exclusive EOM focus, we have helped hundreds of clients build and capture Enterprise Value while respecting their values, their legacy and the intersection of their professional and personal goals. Frequently our work with clients goes on for years in advance of a wealth-building transaction. Unlike virtually all of the firms with which we compete, we are independently owned. We have only one source of revenue — our Entrepreneur Owner-Manager clients. No referral fees. No investing, trading, lending, or underwriting. No buy-side advisory. No products to sell. No conflicts. We aspire to be completely aligned with achieving our clients potential, striving endlessly to be masters of our craft.
Southern Bancorp is a certified Community Development Financial Institution (CDFI) and B-Corp based in Arkadelphia, Arkansas. Established in 1986, it aims to strengthen underserved communities through financial services and development programs. The organization has grown significantly, now managing assets between $2.6 and $2.8 billion and serving around 65,000 customers in Arkansas and Mississippi. Southern Bancorp operates through three main entities: Southern Bancorp Bank, which provides traditional banking services; Southern Bancorp Community Partners, a nonprofit focused on financial education and support; and Southern Bancorp Incorporated, a holding company for strategic growth. The organization offers a range of services, including checking and savings accounts, loans, financial literacy workshops, and grants for community projects. With 56 locations and a commitment to equitable access, Southern Bancorp emphasizes long-term community impact, particularly in economically distressed areas.
HBK CPAs & Consultants is a multidisciplinary financial services firm based in Canfield, Ohio, with operations in several states, including Pennsylvania, New Jersey, New York, and Florida. Established in 1949, HBK is one of the largest accounting firms in the U.S., ranking 46th in recent listings. The firm is dedicated to collaboration and a holistic approach to client service, emphasizing integrity, respect, and transparency. HBK offers a comprehensive range of financial services tailored for small to mid-market businesses. Their offerings include accounting and audit services, tax planning and compliance, wealth management through HBKS Wealth Advisors, business valuation, corporate finance, forensic accounting, and business consulting. With a client base of over 20,000, HBK provides customized solutions to meet the unique financial needs of its clients. The firm has also received recognition from notable publications for its excellence in wealth management services.
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