| Name | Title | Contact Details |
|---|---|---|
Alicia Perry |
Senior Vice President of Technology Enablement | Profile |
Apogee Family Office, LLC is a Atlanta, GA-based company in the Financial Services sector.
BDT & MSD Partners is a merchant bank established in 2023 from the merger of BDT & Company and MSD Partners. The firm focuses on providing strategic advisory services and long-term capital solutions tailored for business owners, family offices, and strategic investors. Their core services include strategic advisory for mergers and acquisitions, capital structure optimization, and trust and estate planning. They also offer investment management through affiliated advisers, focusing on risk-adjusted returns. Additionally, BDT & MSD Partners supports family offices with legacy management and multi-generational wealth planning. Led by Byron Trott and Gregg Lemkau, the firm has a strong leadership team that includes key personnel in compliance, technology, and operations. They manage multiple funds and have made notable investments, such as acquiring a stake in IMA Group to foster growth. The firm is dedicated to aligning with long-term investors and leverages a global network of business owners and investors for shared insights.
Guaranty Bank and Trust is a Cedar Rapids, IA-based company in the Financial Services sector.
Banner Bank is proud to serve the West with comprehensive financial services. More than 130 years ago we started with core values that never go out of style: listen, learn and help people and businesses reach their goals. Today—at over 200 locations across Oregon, Washington, California and Idaho—we deliver a high level of individual service as a community bank, while also offering competitive products some might expect to find only at a nationwide financial institution. Member FDIC.
Citizens Bank of Greater St. Louis is a Maryland Heights, MO-based company in the Financial Services sector.