| Name | Title | Contact Details |
|---|
Dorilton Capital is a family equity investment firm focused on the lower middle market. We invest on behalf of a single family, which gives us the unique ability to think in the long term with no set investment horizon while using a fraction of the leverage used in traditional private equity. We work with healthy companies that have strong management teams, where we can act as true partners with a shared goal: accelerating potential by removing capital constraints. The executives we invest in are experts in their fields and have built excellent businesses, and as such, we seek to support management`s goals without imposing undue cultural change. Our team is highly experienced in operations, reporting systems, and M&A. We work alongside our portfolio companies to streamline internal processes, invest in organic growth and pursue acquisitions. We consider it a privilege to work with great family businesses, and we believe in supporting their growth and allowing them to continue doing what they do best.
Baldwin Investment Management is a Conshohocken, PA-based company in the Financial Services sector.
We conduct a fully integrated credit and equity research process with a focus on understanding the entire capital structure of a company. PENN is an independent, 100% employee-owned, SEC registered investment management firm. We manage multiple investment styles that flow from our coverage of publicly traded companies in the micro- to mid-capitalization range, as well as companies that issue debt rated split-BBB and below (non-investment grade).
Created through the merger of First Southwest and Southwest Securities, HilltopSecurities delivers the forthright advice and tailored solutions necessary for municipal issuers, institutions, broker-dealers and individuals to thrive. Our areas of focus include public finance; municipal and taxable fixed income underwriting, sales and trading; equity and portfolio trading; retail brokerage services; securities clearing; structured finance; and securities lending. A wholly owned subsidiary of Hilltop Holdings Inc. (NYSE: HTH), HilltopSecurities` affiliates include Hilltop Securities Independent Network Inc., PlainsCapital Bank, PrimeLending and National Lloyds Corporation. HilltopSecurities is a member of NYSE, FINRA and SIPC. Rooted in the communities we serve, we embrace our vision to build noble and collaborative relationships that enrich the financial future of individuals, businesses and communities. We leverage our bold, adaptive firm culture and deep municipal market experience. We blend honesty with sound judgement, serving as our clients` strongest ally and fiercest advocate. By creating and sustaining relationship capital with our clients — and our employees — we create an environment that ensures both are empowered to make the best decisions to achieve personal definitions of success.
Convergent Retirement Plan Solutions is a Brainerd, MN-based company in the Financial Services sector.