company? Let’s change
that.
MSD Partners, L.P. is a leading investment firm focused on maximizing long-term capital appreciation across its core areas of investing expertise – Credit, Growth, Private Capital and Real Estate. The Firm deploys capital on behalf of Dell Technologies founder and CEO Michael Dell and his family, as well as other like-minded, long-term-oriented investors. MSD Partners, which operates from offices in New York, Santa Monica and West Palm Beach, manages in excess of $20 billion.
Gerson, Preston, Klein, Lips, Eisenberg & Gelber, P.A. is a full-service public accounting firm that is a respected and trusted business partner for a wide range of clients in South Florida. We are ranked among the Top 200 firms in the US offering a full line of accounting services including tax, audit, advisory, and litigation support. Our firm's success is lodged deeply in our professional commitment to honesty, integrity, values, respect, knowledge, and ethics. We are focused on delivering quality, adding value, and being an insightful resource to each and every client that we serve. Our clients range from the individual taxpayer to some of the largest companies in South Florida with both domestic and international operations. We have an experienced team of professionals located in 2 offices in South Florida - Miami, and Boca Raton.
OppLoans is a leading financial technology platform that powers banks to help middle income, credit-challenged consumers build a better financial path.
Autoscribe Corporation is a leading financial services company and payment processor. With more than two decades of innovation and leadership in the financial technology industry, Autoscribe offers a full suite of tools through PaymentVision and Lyons Commercial Data to help their customers grow their business, simplify payment processing, mitigate risk, and ensure compliance. Recently named to the Inc. 5000 as one of the fastest growing private companies in the nation, Autoscribe has thousands of customers and processes more than $1 billion in transactions annually. Our mission is simple: to build lasting relationships through trust while providing customized, compliant, and secure financial technology solutions. About PaymentVision PaymentVision is a biller-direct, PCI-certified, electronic payment gateway provider. PaymentVision offers clients the unified ability to accept ACH, check, and credit or debit card payments, by phone, or through Internet channels. PaymentVision solutions handle billions of dollars for thousands of financial institutions, large and small nationwide including, credit unions, banks, and consumer finance and collection agencies. For more information, please visit http://www.paymentvision.com; follow PaymentVision on Twitter @PaymentVision or on Facebook at http://www.facebook.com/paymentvision; or call 800-345-7243. About Lyons Commercial Data Lyons Commercial Data is a leading provider of quality U.S. and Canadian financial institution data, including all current ABA routing numbers and other information critical to transaction processing. Lyons Commercial Data also offers proven solutions to financial institutions, payment processors, and other businesses, to assist them in optimizing their ACH processes, managing risk, and fraud mitigation. For more information, please visit http://www.lyonslive.com; or call 800-684-0388
Policygenius is the online insurance marketplace combining cutting-edge technology with the expertise of real licensed agents to help people get the coverage they need to protect their family, property, and finances with confidence. Since 2014, we've served as a resource for millions of people on their insurance journeys, and we've placed more than $160 billion in coverage. Our $125 million Series E in early 2022 brought our fundraising total to over $250 million. At Policygenius, we've worked hard to maintain an inclusive culture amid our rapid growth. We’re proud of building an environment that encourages our teammates to bring their authentic selves to work, and we're looking for more people with grit, collaborative attitudes, and creative problem-solving skills to join our team.
Arch is a financial services company for the next generation, enabling individual investors to maximize their wealth by providing loans against their combined alternative assets.
FM Capital is a leading automotive-focused investment firm. We are an investment firm dedicated to creating value for our investors, entrepreneurs and the communities in which we live. We identify trends and partner with teams who are both reinventing the movement of people and goods as well as redefining how transportation services are delivered and consumed. We are professionals with deep experience in both investing in, operating and exiting successful companies across the transportation industry. TEAM: Chase Fraser (www.linkedin.com/e/fpf/3493818) Mark Norman (https://www.linkedin.com/in/mrmarknorman) Zack Freed (http://www.linkedin.com/pub/zachary-freed/11/b3/171) Kailia Lopez (https://www.linkedin.com/in/kailia-lopez-b22a28a3)
Residential Mortgage Brokerage
With over 40 locations across Oklahoma and Texas, we strive to provide outstanding service to meet the needs of our customers and contribute to the economic strength of the communities we serve. Through our associates at each location, we are committed to providing a high level of personal and professional customer service in a community bank setting while maintaining our commitment to personal integrity, customer service and community involvement.
Taylor, Bean & Whitaker Mortgage Corp. (TB&W), headquartered in Ocala, FL is a Top 10 national wholesale mortgage lender. The company was incorporated in 1982 and began operations as a small town retail mortgage firm. Since then, TB&W has ascended to a national mortgage lending institution with offices across the country. The company's rise within the mortgage industry is the result of multi-faceted strategic objectives: scalable operational infrastructure, strong management and marketing teams, strategic partnership building, and diversification of business opportunities. Technological innovations, automated processes, streamlining efficiencies, an evolving product line and continual commitment to customer service are key contributing growth factors. TB&W continues to build upon an annual production volume exceeding $30 billion and total assets exceeding $3 billion. These substantial numbers and aggressive technological programs aimed at thousands of community banks and independent mortgage brokers only promise continued exponential growth and a strengthened position among the nation's leading wholesale mortgage lenders.
Bookkeeper360 is a fintech accounting solution for small businesses. Bookkeeper360’s product offerings include SaaS business intelligence tools and tech-enabled accounting, advisory, back-office, payroll, and tax services provided by its 100% U.S. Based team of CPAs and accounting experts. Bookkeeper360 is trusted by thousands of small businesses nationwide, has been recognized as a two-time winner of Xero’s Top Partner of the Year award, and ranked as one of Inc. 5000’s Fastest-Growing Companies for the past three years. Bookkeeper360 is considered a trailblazer in the industry and has been published in Forbes, Accounting Today, Business Insider, CPA Practice Advisor, and other editorial outlets.
First Dollar is a tech company that builds flexible infrastructure for health spending benefits. Innovative organizations—from TPAs to banks—use First Dollar's suite of software tools and APIs to launch new offerings and manage lifestyle benefits, pre-tax accounts, rewards programs, and supplemental benefits. First Dollar is based in Austin, with teammates throughout the United States.
Billd is a simple payment and finance solution for the construction industry. Suppliers get paid how they want, when they want, while providing their customers the flexible payment terms they need to grow their business. The Billd products were built by construction professionals who understand the unique obstacles contractors face when purchasing materials.
Vemo Education works at the intersection of education and finance, helping colleges and universities to power income-based student financing models. Our team of education finance experts design and deploy programs that enable postsecondary institutions to signal institutional commitment to their students by aligning the cost of college with student outcomes. Our platform helps higher education offer flexible and personalized financing to students and families. Learn more at www.vemo.com.
At Lument, our commitment to relationships drives us to understand our clients’ business—and that insight guides us as we structure our loans. And thanks to the deep resources of ORIX and the broad product platform we’ve assembled by combining the Hunt Real Estate Capital, Lancaster Pollard, and RED Capital Group brands, our expert originators can act on that knowledge, choosing the precise option that best meets their needs. At Lument, we are redefining what you can expect from a financial partner. We have the expertise, products, resources, and, most importantly, the determination to guide you to the right financial solution for your goals. Lument delivers a comprehensive set of capital solutions customized for investors in multifamily, affordable housing, and seniors housing and healthcare real estate as well as other commercial real estate segments. Lument is a Fannie Mae DUS®, Freddie Mac Optigo®, FHA, and USDA lender. In addition, Lument offers a suite of proprietary commercial lending, investment banking, and investment management solutions. Lument is a brand of ORIX Real Estate Capital Holdings, LLC. Securities, Investment Banking and Advisory Services provided through OREC Securities, LLC, d/b/a Lument Securities, Member FINRA/SIPC.
For over 30 years, Freedom Mortgage has helped millions of Americans achieve their dreams of homeownership and financial betterment. The wellbeing and improvement of our customers' lives and the communities in which they live fuels our ambition. We’re driven by boundless stamina and an unwavering focus on continuous collaboration, relentlessly seeking the right solutions for every customer and loan every day. Today, we service nearly 1.5 million customers with over $300 billion in mortgage loan assets, and we consistently rank as one of the nation's top 10 lenders. We are over 13,500 team members strong, recognized as a Top Workplace in the U.S., and are continuing on our unprecedented growth trajectory. Freedom Mortgage is an Equal Opportunity Employer committed to workforce diversity. Qualified applicants will receive consideration without regard to age, race, color, religion, gender, sexual orientation, disability, or national origin. Local applicants are encouraged to apply. Employment contingent upon successful completion of a background investigation. Smoke-free workplace. Drug-free work environment. Excellent benefits package including medical, dental, vision, and 401(k). All resumes are held in confidence. Only candidates whose profiles closely match requirements will be contacted during this search. Come #SoarWithUs and be a part of the Freedom family! Freedom Mortgage Corporation 951 Yamato Road, Suite 175 Boca Raton, FL 33431 Lender NMLS ID: 2767 www.nmlsconsumeraccess.org
Brown Gibbons Lang & Company (BGL) is a leading independent investment bank and financial advisory firm focused on the global middle market. The firm advises private and public corporations and private equity groups on mergers and acquisitions, divestitures, capital markets, financial restructurings, valuations and opinions, and other strategic matters. BGL has investment banking offices in Chicago, Cleveland, Los Angeles, and Philadelphia, and real estate offices in Chicago, Cleveland, and San Antonio. The firm is also a founding member of Global M&A Partners, enabling BGL to service clients in more than 30 countries around the world. For more information, please visit www.bglco.com. Securities transactions are conducted through Brown, Gibbons, Lang & Company Securities, LLC, an affiliate of Brown Gibbons Lang & Company LLC and a registered broker-dealer and member of FINRA and SIPC.
Families, foundations and institutions deserve a wealth partner who thinks in decades, not days. R. M. Davis embraces this mindset. We take pride in helping our clients build enduring legacies since our founding in 1978. Today, with more than $4 billion in assets under management, we are the trusted partner to discerning individuals and organizations seeking quality advice from an experienced firm. We provide a broad complement of wealth services and solutions, spanning across all wealth and life stages. We offer investment management, trust and estate services, financial planning, and personal affairs management. The R.M. Davis experience is different. When it comes to our clients' wealth, we are their first call. We know their hopes, dreams and fears -- and provide guidance along the journey of life. We're just as likely to meet with clients around their kitchen table as we are in a conference room. We continuously strive for better. We want to be better colleagues, better partners to our clients, and and better members of our community. Come visit us in our Portland or Portsmouth offices. Or better yet, let's meet at your kitchen table. Call us today to learn more. ~R.M. Davis does not accept endorsements, testimonials, or recommendations.~
Kabbage, an American Express company, has innovated a data and technology platform to provide small businesses automated cash flow solutions, including business checking accounts, online payments, business insights and its online lending platform which allows small businesses to quickly access ongoing lines of credit up to $250,000. Kabbage uses real-time data and automation to provide an integrated suite of financial tools empowering small businesses to spend less time on their books and more time on building thriving businesses. To date, Kabbage has provided more than 500,000 small businesses access to over $16 billion of working capital.
Founded in 1955, TDECU formed when a group of Dow employees pitched in $5 each to loan a friend $35 to buy a refrigerator. That initial mission of people helping people continues today. Over the last 65 years, we have grown to meet the needs of the communities we serve and share TDECU's passion for service and great value in our products. Our first merger took us west to the Victoria area, where we made many new friends and Members. We have since become an integral part of the community. In the East Market, where we began, we opened our field of membership to serve all Brazoria County residents. Today, TDECU has 38 service locations, including 34 Member Centers. The original $35 loan has turned into over $4.7 billion in assets today that continue to improve our more than 372,000 Members' lives by helping them get what they need to achieve their financial needs and dreams.