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About Kotak Mahindra Group: Established in 1985, the Kotak Mahindra Group is one of Indias leading financial services conglomerates. In February 2003, Kotak Mahindra Finance Ltd. (KMFL), the Groups flagship company, received a banking license from the Reserve Bank of India (RBI). With this, KMFL became the first non-banking finance company in India to become a bank – Kotak Mahindra Bank Limited. The consolidated balance sheet of Kotak Mahindra Group is over 1 lakh crore and the consolidated net worth of the Group stands at 13,943 crore (approx US$ 2.6 billion) as on September 30, 2012. The Group offers a wide range of financial services that encompass every sphere of life. From commercial banking, to stock broking, mutual funds, life insurance and investment banking, the Group caters to the diverse financial needs of individuals and the corporate sector. The Group has a wide distribution network through branches and franchisees across India, and international offices in London, New York, California, Dubai, Abu Dhabi, Bahrain, Mauritius and Singapore. For more information, please visit the companys website at http://www.kotak.com
Bigelow is the M + A Advisor exclusively for owners of high-performing private companies — Entrepreneur Owner-Managers with their skin in the game. Our scrappy boutique firm behaves as one collaborative team. Leveraging our independence and exclusive EOM focus, we have helped hundreds of clients build and capture Enterprise Value while respecting their values, their legacy and the intersection of their professional and personal goals. Frequently our work with clients goes on for years in advance of a wealth-building transaction. Unlike virtually all of the firms with which we compete, we are independently owned. We have only one source of revenue — our Entrepreneur Owner-Manager clients. No referral fees. No investing, trading, lending, or underwriting. No buy-side advisory. No products to sell. No conflicts. We aspire to be completely aligned with achieving our clients potential, striving endlessly to be masters of our craft.
Search Discovery is a data strategy and activation company whose focus is helping you turn raw data into the right decisions. You get a smarter, more personalized approach across strategy, technology, and execution. Many companies like yours have been playing a guessing game when it comes to critical business decisions. Too often, you either dont know if you have the right data, dont know if you can trust it, or dont know exactly what to do with it. Its time to own the unknown, and only Search Discovery brings you this level of practical strategy, flexibility, and focus. Its also why so many of the worlds leading brands rely on us. And its how weve earned a client retention rate of over 90%. Search Discovery. Own the unknown.™ Search Discovery | Own the Unknown
Wellabe is a U.S.-based insurance provider with a rich history dating back to 1929. Originally founded as American Republic Insurance Company, it rebranded in 2023 following a merger of six subsidiaries under American Enterprise Group, Inc. The name "Wellabe" reflects its commitment to reliability and long-term customer support. The company specializes in health and financial protection solutions, offering a range of insurance products. These include Medicare Supplement insurance, Hospital Indemnity coverage, Preneed Insurance for funeral expenses, Short-term Care Insurance, and Final Expense Life Insurance. Wellabe also partners with organizations like Start Hearing®, VSP® Individual Vision Plans, and CancerEDGE™ to enhance its supplemental health services. The company primarily serves older adults and retirees, focusing on their needs for aging, chronic conditions, and end-of-life planning. Wellabe is dedicated to customer-centric values, emphasizing integrity and community engagement.
Valent Partners are an integrated team of strategists, business leaders and technologists obsessed with helping our clients reach new heights. We approach each situation through a holistic business and technology lens, advising on and delivering solutions that help your organization adapt ahead of your competition. You have a goal. Well get you there. If your organization is interested in finding ways that technology can improve your performance, profitability, and growth, we can help. Contact Valent Partners today to arrange a consultation on the challenges you face. Your Digital Journey begins here.