Geneva Financial Group is a Registered Investment Advisory Group which provides Investment Advisory Services to mainly wealthy individuals. What makes Geneva Financial Group unique is the incorporation of The Geneva Financial Group Model within client accounts. These accounts are housed within the Schwab platform. The Geneva Financial Group Model begins with an analysis of recognized criteria commonly used to predict future stock performance. The outcome of this work has led to the development of a computer model optimized to find securities poised to out-perform the market in the…
My mission is to strategically deploy capital into high-potential businesses where operational excellence, disciplined growth, and strong partnerships create durable long-term value. At 50 years old, with over $15 million in capital ready to invest, I bring not only financial strength but also decades of professional and personal experience rooted in pragmatism, sound judgment, and a long-term perspective.I seek opportunities where capital can accelerate growth—not merely sustain it. My focus is on lower-middle market companies with strong fundamentals, recurring revenue, and defensible…
Beachside Dairy Farms is a company formed to start new opportunities and grow on my career in the dairy business. I have been looking for new opportunities in agriculture that either compliment or can be something with similarities to the dairy business. I have built teams and bought new businesses and farm land. I have been operating businesses for over 15 years and look forward to building more!
Tra-Cal is an ISO 17025-accredited calibration lab based in Maryland. We calibrate, repair, and sell test and measurement equipment to a variety of industries including aerospace and defense, telecom, life sciences, electronics manufacturing, and transportation.
I’m an operator–owner acquiring my first platform in essential, service-heavy industries. I bring 25+ years leading complex procurement and operations transformations across multiple sectors, with a consistent record of delivering measurable cost, quality, and service improvements. Highlights include: board-approved digital procurement strategy at Walgreens (projected $400M+ savings), EMEA facilities services integration and scaling at JLL, a 52% cost improvement on a $24M logistics spend at Aggreko, and P&L leadership on a $1.3B public-sector program. I’m MCIPS-qualified and known…
UltraTick's patent pending algorithmic software technology platform helps stock market traders access extrapolated quantitative trading data for pre-market, and real-time, application within a variety of electronic trading environments.Our unique cloud-based solution eliminates the cost of developing in-house "black box" software, by giving traders access to a platform that analyzes and processes hundreds of millions of data points from structured and unstructured sources.Our customers leverage our deep expertise in computational finance to reduce the effect of market inefficiencies within…
At Miranova Funding, our professional contract buyers work closely with holders of private residential mortgage notes, business notes, and many other contractual obligations when the need for FAST CASH arises. For those holding private mortgage notes from the sale of their previous residence, for example, our experienced buyers can purchase your entire note balance outright, assist you with a fractional sale of your private mortgage note, or even purchase a portion of its income stream, providing you with ready cash when required. You can use our FAST CASH for virtually any reason such as...
Brookville Fund Managers was established in May, 2011 as an asset management holding company with a vision to manage several investment funds. Brookville currently managers one fund [Gorham Offshore] that was launched in March 2012. To date, distribution and fund raising has been limited to Europe through a single broker dealer and several of its advisors.The Gorham Fundamental Value Fund is a long/short fund that seeks to achieve its investment objective by managing a value-driven portfolio primarily comprised of publicly traded common stocks of companies. The Investment Manager believes…
Loan that people love. We offer unsecured consumer installment loans to creditworthy borrowers that banks turn-away at competitive rates. Upstart/Avant/Earnest meets Oscar Health.
Every marketing platform has gone digital, except one — the Brick-and-Mortar Storefront has not changed in nearly a century — paper and static content still limit its possibilities.The dynamics of the digital revolution are inevitable, brick-and-mortar and online commerce are converging. The Retail Storefront is going DIGITAL, INTERACTIVE and TRANSACTIONAL.imageSurge is the leader in the development of groundbreaking interactive storefront technologies and kiosk applications for real estate, retail, financial services, and other verticals. Our solutions deliver unprecedented capabilities…
Speakeasy Marketing Inc. is a prominent player in the legal marketing sector, dedicated to enhancing the visibility and client acquisition capabilities of law firms. With over 15 years of experience, the company specializes in digital marketing strategies tailored for attorneys, including SEO, PPC, and direct mail campaigns. Speakeasy Marketing has successfully assisted more than 1,700 attorneys across various practice areas, helping them transform their expertise into recognized authority. The firm is known for its strategic approach to long-term marketing, ensuring sustainable growth for…
Advising companies on their growth strategy. Working with C-level clients to evaluate competitive landscape, customer profitability, product rationalization, market share, sources of revenue, cost of revenue, etc. to recommend a growth strategy. Assessed company’s business readiness to support growth by conducting operational and financial due diligence. Identified projects (short term/long term roadmap) to support increase in customers and revenues.
“WealthAvenue is an M&A’s, Corporate Finance and Data Mining firm.WealthAvenue bridges the gap between INVESTEMENT capitals to entrepreneurs and businesses all around the world.WealthAvenue’s hybrid synthesis is the firms’ competitive advantage.Time and money saving procedures compared to traditional fund raising, targeted deal matching by and between any industry to specific investors, fund managers globally, implementation of transactions for any stage of INVESTING are just a few of what we daily do.WealthAvenue’s team consisted of experienced mergers and acquisitions…
In 2010, Banc of California was a dream in the minds of a small group of Southern California’s leading business owners and investors. This group of dreamers understood the lasting damage to California’s economy that would result from the bank failures that occurred during the Great Recession of 2008-2010. Businesses and homeowners alike were cut off from credit. Businesses began to shrink and close and an untold number of jobs were lost. Homeowners saw the value of their homes decline and many found themselves owing more than their homes were worth. The California Dream was damaged and…
At EKI-Digital, we are committed to Unlocking The Power Of Digital Business — Running through our organization is a strong sense of obligation to serve stakeholders who count on us to solve complex business challenges through LeanDigital™. With a 17-year legacy of innovation, our technology independence allows EKI-Digital to offer flexible and unique solutions to help clients move from uncertainty into possibility.
ADL Global Capital, a Registered Investment Advisory Firm, is an alternative investment platform offering innovative products and solutions across the liquidity spectrum to institutional and private clients. The firm offers investors access to strategies to meet their unique needs including customized solutions, event driven equity, real estate, long/short, dividend growth and fixed income. ADL Global Capital attracts talented in-house and affiliated investment teams and provides them with institutional infrastructure, proven sales and marketing and industry know-how. The firm is committed to…
FactSet is a leading provider of financial data and analytic applications for investment management and investment banking professionals around the globe. FactSet offers instant access to financial data and analytics to thousands of analysts, portfolio managers, and investment bankers at the world’s financial institutions. FactSet’s business is built on the creative use of technology and an unwavering dedication to client service. We remain on the cutting edge by continually developing and refining our software. Our tools enable clients to perform investment research at the most…
Concord Investment Partners is a private equity firm specializing in buyouts, middle market, and turnaround investments. It seeks to invest in smaller financially sick companies. The firm prefers to invest in manufacturing, distribution, and high technology sector. It seeks to invest in firms with revenue between $30 million and $200 million. Concord Investment Partners was founded in 1995 and is based in Concord, Massachusetts.
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