| Name | Title | Contact Details |
|---|
BayBoston is a private equity manager that invests in companies in the U.S. and Latin America with a focus on financial services. BayBoston is a minority-owned private equity firm that invests in companies located in the United States, Latin America and select geographies. Founded in 2013, we view diversity and inclusion as a key strategic asset both within our portfolio companies and at BayBoston. We seek to maximize the value of our investments for our investors, the communities that our companies serve, and the workforces that serve these communities. We target growing companies in select industries and market verticals with a focus on financial services. We aim for predictable returns by disciplined investing and active management. BayBoston sponsors companies that need capital and a strategic partner to create a higher level of value for its customers, workforce, and community. We empower the management teams of our portfolio companies by providing capital and promoting a value creation approach. Our value creation approach is based on executing growth-oriented business plans, operational improvements, and transformational technology to drive organic growth as well as to find merger & acquisition opportunities that accelerate growth. We take a customer-centric platform building view with our portfolio companies.
Net Pay Advance is an online payday loan and financial service company.
Maple Trade Finance is a Halifax, NS-based company in the Financial Services sector.
Cambridge Investment Group, Inc. is a privately-controlled financial solutions firm focused on serving independent financial advisors and their investing clients. Cambridge is also a national corporation with a registered investment advisor as well as an industry leading independent broker-dealer. Cambridges national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest privately-controlled independent broker-dealers in the country. Overall, Cambridge supports several thousand independent financial professionals nationwide who serve their hundreds of thousands of clients as registered representatives and investment advisor representatives, choosing to use either Cambridges firm Registered Investment Adviser or their own. Our purpose is to make a difference in the lives of our advisors, their clients, and our associates. We will do this by continuously improving and refining our competitive differentiation, unique culture, customizable experience, and superior quality.
The Cornerstone Advisors team defines success by how well we improve the strategies, technologies and operations of our clients – and how well this translates into improved financial performance. Having worked with hundreds of national and international financial institutions, Cornerstone professionals have developed an expertise in how banks and credit unions operate and the best practices that enable high performers to succeed. We have also developed a comprehensive understanding of the technology providers that serve the financial services industry – what works, what doesn`t, and how an organization can best leverage its technology dollars. Formed by some of the financial industry`s most respected strategy and technology consultants, Cornerstone`s goal is to continue building an advisory firm that is legendary for the value we bring to financial services clients. Simply put, Cornerstone`s industry knowledge is unmatched, and our “no nonsense” approach to closing the gap between strategy and reality can help institutions improve their competitive position in the market.