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Mercantil Bank, N.A., the fifth largest bank headquartered in Florida, is a wholly-owned subsidiary of Mercantil Bank Holding Corporation (NASDAQ: MBNAA and MBNAB). For almost 40 years, Mercantil Bank has been committed to providing value-added and meaningful financial services that empower the lives of our customers, employees, and the communities we serve. The Bank provides individuals and businesses with deposit and credit products, as well as wealth management services through its investment and trust subsidiaries, Mercantil Investment Services, Inc. and Mercantil Trust Company, N.A. Headquartered in Coral Gables, it operates 22 banking centers – 15 in South Florida and 7 in Houston – as well as a commercial real estate loan production office in Manhattan, New York.
Succession Resource Group is a boutique succession consulting firm based in the Pacific Northwest, serving clients across the country. SRG was founded by David Grau Jr, MBA in 2012 after nearly a decade of helping advisors with valuation and succession planning. SRGs team of experts leverage their industry expertise, combined with best in class resources, to help advisors, agents and accountants manage the equity in their businesses. With decades of experience on the team, Succession Resource Group has helped thousands of advisors, accountants, agents/agencies value their business, setup and/or formalize their equity structure, and plan for their eventual retirement.
PARTNERS BANK OF CALIFORNIA is a Mission Viejo, CA-based company in the Financial Services sector.
Banco De La Nacion is a New York, NY-based company in the Financial Services sector.
Northwest Financial Corp. is a Spencer, IA-based company in the Financial Services sector.