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Automation AMA offers advisory and consulting services to manufacturers, capital equipment OEMs, and investment firms seeking industrial holding targets. For manufacturers, Automation AMA assists in determining optimal processes for automation, facilitates the creation of RFQs (requests for quotes), manages relationships with automation providers, evaluates proposals, and oversees the automation build process. Clients benefit from the expertise of a seasoned automation veteran with almost 3 decades of experience, ensuring a smooth and successful automation project. Automation OEMs and machine builders can access advisory services, board of director roles, fractional CEO, CTO, COO, and CRO services, business development assistance, strategy planning, standardization of manufacturing and engineering processes, and sales leadership and training. Investment firms receive support with target identification, ownership introductions, due diligence, and business process analysis. Automation AMA also provides temporary or full-time CxO leadership or board of director advisory services to complement existing leadership teams. With over 28 years of experience in founding and growing an automation business, Automation AMA is uniquely positioned to understand the challenges faced by business leaders and entrepreneurs on a daily basis. Founded and led by an industry leader in assembly, robotics, and packaging, Automation AMA offers a comprehensive range of services to support clients throughout their automation journey, as well as to refine engineering, sales, operations, and business development functions.
Safe & Green Holdings Corp., a leading modular solutions company, operates under core capabilities which include the development, design, and fabrication of modular structures, meeting the demand for safe and green solutions across various industries. The firm supports third party and in-house developers, architects, builders and owners in achieving faster execution, greener construction, and buildings of higher value. SGH Corp. products have been featured in several media outlets including Fortune, NY Times, NY Post, USA Today, CNN, Washington Post and more. The company has completed projects for: US Army and Navy, US Department of Veteran Affairs, The City of Santa Monica, Port of Houston Authority, Aman Resorts, BareBurger, Equinox, HGTV, Lacoste, Marriott Hotels & Resorts, Mini Cooper, Starbucks and more.
West Coast Community Bank is a full-service community bank headquartered in Santa Cruz, California, serving Monterey, San Luis Obispo, Santa Clara, and Santa Cruz counties since 2004. The bank is dedicated to community involvement, actively supporting local well-being through participation and donations to regional nonprofit organizations. In 2024, it merged with 1st Capital Bancorp to enhance its capabilities and better serve the community, with plans to rebrand all branches as West Coast Community Bank by 2025. The bank offers a variety of financial services for both businesses and individuals. These include business loans, commercial real estate financing, asset-based lending, construction lending, and agricultural loans. It also provides SBA and USDA government guaranteed loans, credit cards, merchant services, and digital banking solutions. For personal banking, West Coast Community Bank offers competitive deposit solutions and consumer banking services. The bank is recognized as a leading SBA lender in Santa Cruz County and Silicon Valley, reflecting its strong support for local businesses.
Hanon Systems is a global provider of automotive thermal and energy management solutions, based in Daejeon, South Korea. Founded in 1986 as Halla Climate Control Corp. through a joint venture between Ford Motor Co. and Mando Machinery Corporation, the company has grown to serve nearly all major automakers. As of 2025, it operates as a subsidiary of Hankook & Company Group, alongside its other core portfolios in tires and batteries. The company specializes in optimizing vehicle performance and occupant comfort through advanced thermal management technologies. Its product offerings include HVAC systems, thermal management components like compressors and cooling modules, and energy efficiency solutions aimed at reducing emissions and improving air quality. Hanon Systems has expanded its capabilities through strategic acquisitions, enhancing its position in the automotive industry. With over 50 facilities worldwide, the company is committed to providing electrification-ready solutions that support the shift toward sustainable mobility.
Mission Statement Each day we make a personal commitment to go beyond - build deeper relationships, provide innovative solutions, work collaboratively as a team, serve our community, and be active stewards for the future of Glenn Burdette. Commitment to Service Accounting is often called a numbers business, but we view it as a service business. We are deeply committed to serving our clients, who are responsible for our success; our employees, who are the heart and soul of our firm; and our community, where we make our homes, raise our families and participate in activities that enrich our lives. Dedication to Clients Our goal is to go above and beyond for our clients, creatively applying our expertise and experience to meet their individual needs. We help them seize opportunities today, and offer solutions for their challenges ahead. We serve a diverse base of large, middle-market and small owner-managed businesses in a wide range of industries, and we are also proud to serve a number of nonprofit organizations, governmental agencies and individuals. Loyalty to Employees We foster an environment where hard work and client service are rewarded. In 2000, Glenn Burdette became the first CPA firm in California to become employee owned, developing an authentic investment in the professional development and personal success of our team. We believe that happy employees make the most satisfied clients. Involvement in Community Community service is integral to the culture of Glenn Burdette. Our employees serve on local nonprofit boards, and are active in chambers of commerce and service clubs from Santa Maria to Paso Robles.