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Founded, owned and led by lifelong financial advisors, Perigon Wealth Management, LLC is an independent RIA firm that provides clients with peace of mind by identifying and implementing clear and customized plans to achieve the financial objectives necessary to realize their life goals. Additionally, Perigon Wealth Management offers financial advisors who join its platform a robust and flexible program that accommodates the widest possible array of affiliation structures and business models. With over $3 billion in client assets, Perigon Wealth Management is passionate about accelerating the business growth of its financial advisors and simplifying their operations, without sacrificing their independence.
Mission Ventures is a San Diego, CA-based company in the Financial Services sector.
MidOcean Partners is a premier private equity firm focused on the middle market. Based in New York and London, MidOcean is committed to investing in high-quality middle market companies with stable market positions and opportunities for growth. Working
Prominent Capital Group is a Glenview, IL-based company in the Financial Services sector.
Kiddar Capital, founded by construction and real estate industry veteran Todd Hitt, is a private equity firm that originates, structures, and manages strategic equity investments across a variety of business disciplines. Core investments include all real estate sectors as well as technology and innovation.