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Members (26 results)

Alternativ, LLC

Corporation

    This member has no reported closed transactions.

Alternativ, LLC is a private investment firm focused on small to medium sized acquisitions. We partner with exceptional companies seeking the next stage of growth. Post acquisition, we work closely with our portfolio companies to drive measurable value for all stakeholders. 

USG Insurance

Corporation

    This member has no reported closed transactions.

Note: Included financials are a rough estimate of performance. USG is seek to connect with lenders, equity investors and advisors in order to prepare for a succession plan and subsequent transactions. USG Insurance Services, Inc. specializes in providing innovative solutions for hard to place commercial insurance.USG is a national wholesale broker and managing general agent (MGA) with 15offices across the country. We represent a variety of A rated carriers, both admitted and non-admitted. We are an MGA for 16 carriers and work with over 260 different brokerage markets. We write business in…

Walker Brothers

Corporation

    This member has no reported closed transactions.

Who We AreAs an independent insurance agency, our goal is to assist you in all your insurance needs. We will help you manage and plan for all your potential risks. As professionals, we assess your needs and offer you a variety of insurance products to choose from. Service, whether it is in response to an insurance claim or general question, is the most important value we offer you. We work hard to build a trusted relationship with our customers. We strive to make you feel both comfortable with and confident in our abilities by acting as your consultant. We want you to have the…

Advantage Insurance Holdings

Corporation

    This member has no reported closed transactions.

Advantage provides specialty insurance and related services to business owners and high net worth individuals seeking customized insurance solutions for their risk management and financial planning needs. Our predecessor business was founded in 1993 by Ian Kilpatrick, our Vice Chairman and a pioneer in the captive insurance industry. We underwrite Life Insurance and Business Insurance through subsidiaries licensed in the United States and Cayman Islands. We also manage captive insurance companies in the United States and Cayman Islands on behalf of clients worldwide. Our Life Insurance…

Credo

Corporation

    This member has no reported closed transactions.

I am the stealth founder of a mortgage company set to change the mortgage lending landscape. I am a strategic operator and investor with a proven track record in technology, UX design, and high-growth business transformation. Over my career, I have led complex projects in IT consulting and operational optimization, driving measurable increases in efficiency, profitability, and market share.My acquisition strategy is focused on well-managed, cash-flow-positive businesses where my expertise in scaling operations, streamlining processes, and unlocking new revenue channels can deliver immediate…

ezybookkeeper

Corporation

    This member has no reported closed transactions.

EzyBookkeeper is a service-based company that specializes in providing outsourced bookkeeping and accounting services to small businesses. The company is dedicated to alleviating the financial management burdens of business owners by offering reliable and professional financial solutions. Their services include chart of accounts setup, catch-up bookkeeping, daily financial operations, invoice management, month-end processes, payroll, and budgeting. EzyBookkeeper also offers CFO advisory services, particularly for complex industries such as investment banking, aiming to streamline finances and…

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