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Ideal Financial Solutions is a leader in personal cash flow management solutions.
Cooper Financial Services is a Hamden, CT-based company in the Financial Services sector.
Carlson Capital Management is a Northfield, MN-based company in the Financial Services sector.
Excellere Partners is a Denver-based private equity investment firm, specializing in partnering with entrepreneurs and management teams - building enduring value with a spirit of partnership and excellence. With $1.36 billion of committed capital across its three funds, Excellere Partners employs a proven research-driven, top-down investment strategy, and supports its entrepreneurs and management teams with a proprietary value creation process designed to enhance corporate and operational infrastructure for scalability and growth. Excellere`s investments are focused on emerging companies positioned to benefit from industry consolidation and favorable macro-economic and demographic trends. The Firm`s targeted industry sectors include: energy, power and infrastructure products and services; healthcare; industrial technology and services; and business services.
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.