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Union Advisors

Strategic growth advisor to FinTech and Wealth Management organizations

Fisher Barton

Fisher Barton is a prominent manufacturing company with over 50 years of experience, founded in 1973 by metallurgist Richard L. Wilkey. Headquartered in Watertown, Wisconsin, the company has grown to employ more than 900 people worldwide. It operates as a group of independent manufacturing companies, including Fisher Barton Blades and Thermal Spray Technologies. The company specializes in materials and surface engineering, offering a diverse range of products such as industrial knives, lawnmower blades, agricultural knives, and thermal spray coatings. Fisher Barton is recognized for its metallurgical expertise, supported by an in-house lab that enhances product development and quality assurance. The company serves major clients, including John Deere, and has been acknowledged for its excellence in supply and innovation. Fisher Barton continues to focus on technological advancements and employee development to maintain its leadership in the industry.

Oakbridge Insurance

Oakbridge Insurance is a prominent independent insurance and risk management agency with over 100 years of experience. Founded with a mission to enhance the insurance industry through community-focused service, Oakbridge combines the flexibility of an independent agency with the resources of a larger brokerage. As of 2023, it operates under Audax Private Equity, providing a range of commercial and personal insurance solutions. The company specializes in commercial property and casualty insurance, employee benefits, surety bonds, personal property and casualty insurance, and risk management services. Oakbridge operates through a partnership model, having expanded from four founding agencies to 13 partner firms by 2022, employing 280 people. The agency fosters a collaborative culture, emphasizing trust and long-term relationships with clients. In 2022, Oakbridge was recognized as a Top 100 Property/Casualty Agency by *Insurance Journal*, highlighting its strong position in the industry.

27North Inc.

27North Inc. is a luxury expedition vehicle manufacturer, providing durable and luxurious vehicles tailored to suit adventure seekers, leisurely travelers, and mobile lifestyle enthusiasts. Since 2017, our team has provided our clients with the highest quality, first-class service. With our comprehensive offerings, you can expect to receive superior customer service from the initial contact and beyond.

Kloeckner Metals - Americas

Kloeckner Metals - Americas is a prominent steel and metal distributor based in Roswell, Georgia. As the North American subsidiary of Klöckner & Co SE, it ranks as the fourth-largest metal service center in North America, operating around 50 locations across the U.S., Mexico, Canada, and Puerto Rico. The company serves approximately 8,000 metalworking businesses with a diverse portfolio of over 190,000 products, including carbon steel, stainless steel, and aluminum. The company offers extensive services beyond distribution, such as custom processing, warehousing, logistics solutions, and supply chain management. This comprehensive approach helps customers optimize production schedules and reduce lead times by providing materials close to their operations. Kloeckner Metals supports various industries, including automotive, construction, energy, and infrastructure, ensuring that its customers have access to the products and services they need for their projects.