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TowerPoint is a telecommunications infrastructure and real estate investment company focused on the acquisition, development, and management of premium digital infrastructure assets throughout North America. OUR PLATFORM The TowerPoint platform owns and operates one of the largest privately-held portfolios of mission-critical, macro cell towers, rooftops, and land cell sites in the United States. Our rapidly growing portfolio offers a variety of mobile network operators a diverse array of deployment options for 4G and 5G technologies. Our dedicated asset management team and tenant services group focuses on providing our customers industry leading speed to deployment, while creating long term value for our real estate partners. The company’s headquarters are located in Atlanta, Georgia, with a west coast division in San Diego, California. OUR STRATEGY TowerPoint grows primarily through acquisition. The firm has a broad investment mandate targeting US-based digital infrastructure. We specialize in acquiring and managing rooftops and alternative infrastructure supporting macro-cell base stations, macro cell towers, and a variety of real estate underlying mission critical wireless networks. We participate in a variety of transaction types, including direct assets purchase, joint ventures, whole company acquisitions and loans. Qualified transaction sizes range from $.250 million up to $500+ million. OUR LEADERSHIP TowerPoint’s senior management team possesses over 60 years of combined experience with deep expertise in financial services, telecommunications, and real estate. The firm’s principals have participated in over $5 billion in transaction volume across multiple sectors and share a collective commitment to excellence in creating value for our customers and partners
Hancock Mortgage Partners, LLC was founded in Texas as an independent Mortgage Banker. We originate mortgage loans insured by the FHA, guaranteed by the VA and sold to Fannie Mae, Freddie Mac and other reputable private investors in the secondary market. We are unwavering in our commitment to the highest levels of integrity and ethics, and in always doing what’s right for our customers. We have a wealth of experience in the mortgage banking industry, and we are committed to a lending process which allows us to focus on meeting the changing needs of our customers in a constantly changing real estate environment. NMLS#: 229844
Preferred CFO provides tailored outsourced CFO, systems, controller, and strategic advisory solutions to organizations of all sizes. Our team consists of experienced CFOs, expert systems advisors, controllers, and bookkeepers. This means we can augment existing teams by elevating financial strategy, or can offer fully outsourced financial solutions to organizations without an in-house team. Learn more at www.preferredcfo.com
CNL Financial Group (CNL) is a private investment management firm providing global real estate and alternative investments. Since inception in 1973, CNL and/or its affiliates have formed or acquired companies with more than $34 billion in assets. CNL is headquartered in Orlando, Florida.
Our Path to Growth in Virginia and Tennessee In 1993, The Trust Company of Virginia was founded as Virginia’s first independent trust company. In 2008 we formed TCV Financial, a holding company for The Trust Company of Virginia’s five offices and future affiliates. We opened our sixth office in Knoxville, Tennessee in 2018 and became a Tennessee chartered trust organization, operating as TCV Trust & Wealth Management. We are an independent fiduciary and fee-only wealth management firm. A trust is not required to utilize our investment expertise.
Renaissance Regulatory Services (RRS) is a privately held boutique consulting firm based in Deerfield Beach, Florida. Our senior managers, consultants, and partners consist of former regulators and compliance professionals who have extensive SEC, FINRA, and state regulatory experience. Our team members hold industry focused certifications including: FINRA’s Certified Regulatory Compliance Professional, the NSCP Certified Regulatory Compliance Specialist, and the Certified Anti-Money Laundering Specialist. Our team is recognized throughout the industry as dedicated compliance professionals who provide prompt and professional support to our clients. The RRS staff are active participants with industry trade groups and speak frequently at industry events focused on regulatory compliance. What We Do RRS provides comprehensive regulatory, compliance, and operational consulting and support services to broker-dealers, investment advisers, private funds, investment companies, and banks. We specialize in SEC, FINRA and State compliance examinations, written supervisory procedures, internal controls testing, regulatory reporting, and registration services. Our services are customized to fit each firm’s unique operations and can be performed onsite or remotely. RRS strives to be a key part of your team by providing regulatory, compliance, and support solutions for your firm. Our goal is to provide unsurpassed technical support and outstanding service that will increase the efficiency and effectiveness of your firm’s compliance program, while reducing costs.
Instant Financial provides businesses with a free platform that offers employees earned wage access. By turning every shift into payday, workers have free real-time access to money they have earned but for which they’ve not yet been compensated. As a result, employers see improved employee engagement and retention.
Campbell Global brings more than three decades of experience and leadership to sustainable timberland and natural resource investment management. As a full-service firm, we acquire and manage timberland for investors, while seeking to provide the highest quality service and expert management. Known for expertise and integrity, we seek to deliver superior investment performance by focusing on unique acquisition opportunities, client objectives, and disciplined management.
Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations, and build stronger legacies for their families, their communities, and themselves. We provide objective financial leadership through our fee-only advisory model. We do not offer proprietary products and receive no commissions from the investments we recommend: our only source of revenue is advisory fees we receive for financial advice. Our objectivity is central to the effective service we provide our clients.
Windham Brannon is a recognized leader in providing assurance, tax, and advisory services to clients both nationally and globally. Our mission is to create exceptional outcomes for our clients and our people, offering more than just technical insight you would expect – we offer more proactivity, more attention and more investment into goals and priorities. Our best-in-class professionals are responsive and diligent as your trusted advisors, getting ahead of your needs so you can be well-positioned within the marketplace. • Dedicated Client Focus – We act as your trusted advisor, providing legendary client service that is attentive, collaborative and personalized to meet your needs. • Industry Expertise – Our professionals possess premier knowledge and technical skill in a variety of industries, including national and global resources. • Results-Driven Approach – As a trademark of our client service, we are motivated to deliver beyond the results you expect to help you succeed. Learn more at www.windhambrannon.com
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Guidance Residential is the largest U.S. provider of Shariah-compliant home financing having provided over $9 billion in home financing to American Muslim homeowners. Headquartered in Reston, Virginia, the company was established in the DC metro area in 2002 and operates in 34 states today. Guidance Residential is a subsidiary of Guidance Financial Group, a global financial company that has pioneered the creation and development of Shariah-compliant investment products for institutional investors and financial intermediaries worldwide, as well as financial products and services that address the unmet needs of millions of Muslim consumers. As a highly respected and recognized institution in the Islamic Finance industry, the Guidance brand has also become synonymous with leadership and authenticity in Shariah-compliant home finance. The company has been sought after for its technical expertise in Islamic Finance by international players in Saudi Arabia, Malaysia, Egypt, and Indonesia. Guidance was nominated by the Dubai-based, global trade publication Islamic Business and Finance Magazine for the Best Islamic Home Finance Provider award in 2018, 2019 and other awards. Equal Housing Lender NMLS# 2908 Licensing and Registrations: GuidanceResidential.com/licensing-and-registrations Privacy Policy: GuidanceResidential.com/privacy-and-declarations Social Media Disclaimer: Consumers should not submit personal information through posts or messaging on social media websites such as Facebook, Twitter, LinkedIn or similar sites. Guidance Residential cannot guarantee that personal information submitted through these sites will be secure and protected from access by hackers or other unauthorized persons. Please contact us securely through our website or contact a Guidance Residential Account Executive for more information about submitting personal information.
What’s the big difference between Megastar Advisors and other IMOs? It’s simple, really. They hand you off-the-shelf programs and send you on your way. We don’t. Megastar was founded by producers who do what you do, every day. And we don’t think it’s fair to have you spend time and money on marketing systems or ideas before we’ve fully tested them in our own financial services office. Our success is proven. When you consider our Megastar founders rank in the nation’s top 1% of producers, that’s a track record few IMO’s can claim. And there’s another big difference – we provide you with dynamic, ongoing support every step of the way. No empty promises. No meaningless bells and whistles. No excuses. Megastar has redefined the way advisors are supported and trained. When we say we’re here for you, we mean we’re just a phone call away. When we talk about one-on-one training, we mean rolling up our sleeves and working with you, face to face. And when we say we’re dedicated to improving your bottom line, we back it up by assigning you an exclusive sales territory the moment you come aboard. This is the Megastar Experience.
Black Dragon Capital℠ ("BDC") is a high-performing private equity firm founded and led by a diverse manager and team who have a track record of outstanding operating and investment success. They make control investments in mid-market technology companies in growth sectors disrupted by digitization. They work closely with entrepreneurs to build market-leading companies using their proprietary Black Dragon Toolkit℠. They have an enterprise value of current assets under management of approximately $800M USD. Learn more at www.blackdragoncap.com.
NISA Investment Advisors, LLC (NISA) offers customized investment solutions for tax-exempt and taxable institutional clients. NISA manages $252 billion in fixed income and equity securities and $174 billion in derivative notional value as of September 30, 2022. We seek bright, motivated individuals who can contribute to our growing team of professionals. Candidates with a high degree of independent thinking skills, strong analytical and quantitative skills, and team playing abilities are encouraged to apply. NISA manages portfolios for some of the largest institutional investors in the world. Client portfolios include investment-grade fixed income, derivative overlays and index-like equity investments. NISA is 100% employee-owned and is based in St. Louis, Missouri. Members of our experienced senior leadership team provide guidance for the firm through the Management Committee and Investment Committee. We employ over 350 people, approximately one quarter of whom have a participation interest in the firm.
Nations Reliable Lending, LLC (NRL) is a national residential mortgage company headquartered in Houston, Texas. We specialize in the origination of residential mortgage loans across the United States. These residential mortgage loans include conforming conventional loans, jumbo conventional loans, loans guaranteed by the Veterans Administration, insured by the Federal Housing Administration, and backed by the Rural Housing Department of the USDA. In each of our branches around the country, our team of mortgage professionals consists of some of the best talent in the industry. We’re so committed to reliability in your mortgage process that we put it in our name. NMLS ID #181407. Corporate headquarters: 1220 Augusta Drive, Suite 600, Houston, TX 77057. For all other licenses, visit http://www.nmlsconsumeraccess.org. NRL is an Equal Housing Opportunity.
Mortgage Matters is an independent mortgage brokerage based in Arlington, Texas.
Sharpe Patel, PLLC is a full service accounting firm with offices in Raleigh and Charlotte North Carolina. The firm was started by Jay Sharpe, CPA, CFE and Aaron Patel, CPA. The two have almost 40 years of combined experience in public accounting. Servicing both the Attest and Tax sectors of the industry. Provide high quality, efficient and timely accounting services to individuals, businesses and governmental entities. Being a partner and trusted advisor of our clients. Create a culture that supports the growth of our staff and promotes excellent client service.
OUR HISTORY Attorneys' Title Insurance Fund, Inc. has provided extensive support for the real estate practices of Florida since 1948. In July 2009, they joined with Old Republic National Title Insurance Company to form the joint venture Attorneys' Title Fund Services ("The Fund"). Together, these entities are able to provide technology, education, marketing support and underwriting to Florida real estate attorneys. OUR MISSION The Fund strives to preserve and facilitate the real estate practices of its Members in their protection of the public through quality, competitive and innovative products; services and education; maintaining The Fund's profitability; and recognizing the value of our employees, without whom we could not accomplish our mission. OUR PHILOSOPHY "Our Way of Life" There are four essential core elements of Customer Service Excellence The Fund believes in: Respect, Accountability, Service Excellence and Focused Leadership. By implementing these elements, internally and externally, The Fund provides CSE with the vision of enhancing its long-term partnerships and earning the support, trust and loyalty of our Members and employees. Customer Excellence is not just our practice; it's our way of life. Fund "Life" Qualities: - Every employee recognizes that he/she contributes to customer service, serving both internal and external customers. - Every employee plays a primary role in supporting Fund Member Agents and The Fund's Mission. - Every employee has the latitude and responsibility to treat a customer's problems as his/her own and to recognize that every customer contact is an opportunity to enhance our image and relationships. - The customer's perspective will always be considered by The Fund.
Carpenter, Evert and Associates is a Minneapolis-based CPA firm specializing in client-focused accounting services. Carpenter Evert offers a wide range of services to Twin Cities businesses, non-profits and individuals. Services include: ~ Monthly accounting, bookkeeping, and payroll services for small businesses ~ Tax preparation and year-round planning for businesses and individuals ~ Accounting software consultation and training, QuickBooks Certified ProAdvisor ~ Business consulting including business start-ups, human resources, and marketing ~ Audit and assurance services customized for non-profits and small businesses Personal service and professional commitment has been our goal since 1985.
Midas Capital, LLC is a transformative, entrepreneurial, growth-oriented real estate investment firm which, in concert with its affiliates, acquires, owns, develops, and manages a portfolio of commercial real estate projects and other diversified investments across segments and geography. We seek to invest where we can significantly impact communities and build lasting business value leveraging our relationships, expertise and management capabilities. We currently manage $500M+ in assets and private equity capital. Our principles are rooted in honesty, integrity, hard-work, and compassion, and we believe in “Making Room for People’s Dreams”.
