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Family Office

Structure and develop real eastate and other hard asset deals.

WISER Systems, Inc.

Providing real-time asset tracking in any environment, with applications in manufacturing, defense, energy, inventory management, logistics, and security. WISERs ultra-wideband (UWB) system operates without line-of-sight and registers asset locations within inches in most cases.

CI Financial

CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services. Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members.

AAON, Inc.

AAON, Inc. is a prominent manufacturer and designer of heating, ventilation, and air conditioning (HVAC) equipment, established in 1988 in Tulsa, Oklahoma. The company has expanded its capabilities through strategic acquisitions and growth initiatives, enhancing its product range and manufacturing processes. AAON offers a diverse selection of engineered HVAC solutions tailored for various industries. Their product lineup includes semi-custom and custom rooftop units, data center cooling solutions, cleanroom systems, air handling units, and geothermal heat pumps, among others. These products are designed to meet the specific needs of commercial and industrial buildings across sectors such as healthcare, education, hospitality, and manufacturing. Over the years, AAON has achieved significant milestones, including its initial public offering in 1991 and various acquisitions to bolster its technology and product offerings. The company continues to expand its facilities to accommodate growing demand, solidifying its position as a key player in the HVAC market.

Western States Equipment

Western States Equipment Company, known as Western States Cat, is a prominent heavy equipment dealer and service provider in the Northwest U.S. Established in 1933, the company has evolved from its origins in construction to specialize in equipment sales and service. It operates across a vast area of over 191,000 square miles, including Idaho, Eastern Washington, Oregon, Western Montana, and Wyoming, with 17 branches and 15 Cat® Rental Stores. The company offers a range of services, including the sale of new and used heavy equipment, short- and long-term rentals of various machinery, and comprehensive maintenance and repair services. They provide genuine Cat® parts and accessories, ensuring quick sourcing and delivery. Western States Cat serves commercial and industrial clients, focusing on construction, mining, and infrastructure development, and emphasizes personalized service and tailored financing solutions for its customers.