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Melius Research is an independent research, data analytics, and investment firm that leverages decades of industrial and industrial tech-focused expertise to help our clients navigate a rapidly changing world. The traditional industrial eco-system is being transformed by emerging technologies in areas such as robotics, new mobility, energy transition, space travel, and the overall rise of software across all industries. Furthermore, the powerful thematic of sustainability is driving a secular shift in investment never seen before, creating unique opportunities and a new generation of leaders. We partner with clients including disruptive start-ups, institutional investors, and corporate executive teams, to make better investment and strategic decisions.
Engage Technologies Corporation is a Minneapolis, MN-based company in the Financial Services sector.
Lionheart Ventures is a global, seed stage venture capital firm investing in companies that make humanity more resilient, with a focus on climate protection, mental health, and financial inclusion.
Waldron Private Wealth is a boutique wealth management firm that advises a select group of high net worth individuals, families, and family offices. We limit the number of our engagements so that we are able to offer each client greater focus on how best to simplify the complexities of their significant wealth. We work to understand your financial situation, as well as your goals for the future, and purposefully integrate all aspects of your finances to consistently provide comprehensive and independent advice for you, for your family and for your legacy. We don`t just simplify your wealth—we simplify your life. Our approach requires gaining a deep understanding of not only your investments, but of your total financial picture. It is this 360° view that allows us to see all the ways in which your financial decisions affect one another, from taxes to trusts to types of income and timing of distributions. But that thorough knowledge is only the first step; a team of experts with experience in the financial disciplines best suited for your family`s specific circumstances is required to turn this knowledge into clear, sensible advice. All Waldron client teams feature experts with different skill sets. Among the titles and certifications found are Certified Financial Planner®, Lawyer, CPA, Insurance Specialist, Real Estate Specialist, Certified Divorce Financial Analyst, and graduates of the Institute for Preparing Heirs. All teams are consciously built with the client`s needs in mind. The result: whether advising individuals or lending support to a client`s family office—your team appreciates the interrelated nature of every recommendation we make.
Kain Capital is a healthcare business services focused PE firm. Our approach, resources and network enable us to effectively partner with management to drive strategies that create sustainable growth and enable operational excellence. We pride ourselves on the deep, collaborative involvement with our partners, and our individualized approach to adding value. With deep industry expertise and relationships we can call on our deep bench strength to gain insight and drive long term value. Our team is able to add value across a multitude of sectors by bringing a broad range of functional, industry and market experiences together. While each team member provides expertise in specific areas, we maximize our effectiveness by operating as a collaborative, cross-functional unit.