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Showing 1 - 12 of 64 results
CHATHAM FINANCIAL
CHATHAM FINANCIAL
Kennett Square, Pennsylvania
500+ employees
Chatham Financial is the largest independent financial risk management advisory and technology firm. A leader in debt and derivative solutions, Chatham provides clients with access to in-depth knowledge, innovative tools, and an incomparable team of over 700 employees to help mitigate risks associated with interest rate, foreign currency, and commodity exposures. Founded in 1991, Chatham serves more than 3,500 companies across a wide range of industries — handling over $1 trillion in transaction volume annually and helping businesses maximize their value in the capital markets, every day. To learn more, visit chathamfinancial.com. Financial risk management advisory | Interest rate, foreign currency, and commodity hedging | Hedging execution and processing | Hedge accounting | Derivative and debt valuation | Derivatives regulatory compliance | ISDA review and negotiation | Defeasance and yield maintenance | Debt and derivatives analytics | Financial risk management technology
Retirement Benefits Rank
Top Benefits
BRANDYWINE TRUST COMPANY, LLC
BRANDYWINE TRUST COMPANY, LLC
Hockessin, Delaware
50-99 employees
We Are Stewards of Capital in all respects, for a limited number of families. We deliver the superior fiduciary and investment solutions that are necessary to preserve purchasing power across generations. We view these solutions as mutually dependent and reinforcing: Investment success is a key fiduciary goal, and the stability of trusteeship is a key enabler of investment success. We are currently responsible for approximately $10 billion of client capital. Organization: Brandywine Trust Group, LLC - Governance Brandywine Trust Company, LLC - Trusteeship, Planning & Administration Brandywine Group Advisors, Inc. - Investment Management Pleasantville Tax Services, Inc. - Tax Advice & Return Preparation Contact: Brandywine Trust Company, LLC 7234 Lancaster Pike, Hockessin, Delaware 19707 Telephone: (302) 234-5750 Brandywine Group Advisors, Inc. 501 Madison Avenue, New York, New York 10022 Telephone: (212) 319-2700 [email protected]
Retirement Benefits Rank
Top Benefits
DENTAL MANAGEMENT STRATEGIES, LLC
DENTAL MANAGEMENT STRATEGIES, LLC
Wilmington, Delaware
50-99 employees
DENTAL MANAGEMENT STRATEGIES, L.L.C. is a company based out of 17480 DALLAS PKWY STE 213, DALLAS, Texas, United States.
Retirement Benefits Rank
Market Leading
GRAHAM PARTNERS, INC.
GRAHAM PARTNERS, INC.
Newtown Square, Pennsylvania
100-499 employees
Graham Partners is a private investment firm focused on investing in technology-driven companies that are spurring innovation in advanced manufacturing, resulting in product substitutions, raw materials conversions, and disruptions to traditional end markets. Graham Partners targets companies with EBITDA between $5 million and $50 million, and will invest in smaller companies to the extent they complement one or more of its other holdings.
Retirement Benefits Rank
Market Laggard
PENN CAPITAL MANAGEMENT CO., INC.
PENN CAPITAL MANAGEMENT CO., INC.
Philadelphia, Pennsylvania
25-49 employees
At Penn Capital, we believe that understanding a company’s entire capital structure is the best way to identify investment opportunities with the most value. In fact, we’ve found that managing bond portfolios makes us better equity managers; and vice versa. We select stocks or high yield debt securities with the greatest potential to provide the risk-adjusted returns our clients expect. Our fully integrated credit and equity research process focuses on non-investment grade companies in the micro- to mid-capitalization range, where we can take advantage of inefficient security pricing. We serve institutional and individual investors with strategies that reflect institutional-quality rigor and insight and stay true to our philosophy. We are an independent, employee-owned boutique investment management firm based in Philadelphia. We forge our own ideas, we respect hard work, and we are committed to our clients, our staff and our community.
Retirement Benefits Rank
Market Leading
SLR HEALTHCARE ABL
SLR HEALTHCARE ABL
Philadelphia, Pennsylvania
1-24 employees
SLR Healthcare ABL is a specialty healthcare lender that is focused solely on providing senior debt financing to healthcare service providers throughout the United States. For over a decade, SLR Healthcare ABL has specialized in Accounts Receivable Financing, which utilizes Medicare, Medicaid and commercial insurance receivables as collateral for loans. Our minimum loan amount is $1M. To qualify for our services, your business must have revenues greater than $10M and have receivables of approximately $2M. We work with healthcare providers that are either growing or facing temporary financial difficulties. Typically, clients come to us seeking alternative financing options for: - A new revolving line of credit - Refinancing any existing debt - Making an acquisition - Financing large renovations Clients Include: - Hospitals - Skilled Nursing Facilities/Nursing Homes - Addiction Treatment Facilities - Behavioral Health Facilities - HME/DME Companies - Diagnostic Imaging Companies - Medical Labs
Retirement Benefits Rank
Market Leading
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LOGAN CAPITAL MANAGEMENT, INC.
LOGAN CAPITAL MANAGEMENT, INC.
Newtown Square, Pennsylvania
25-49 employees
Logan Capital Management is a 100% employee-owned corporation. Logan Capital’s Partners came together because of a common equity philosophy of growth investing. The firm has carefully added strategies, to balance the business, patiently growing a healthy diversified investment management company. Today, Logan Capital has a mix of US growth and dividend-oriented value, international dividend-oriented ADR and global equity strategies and fixed income strategies that serve our institutional clients, strategic partners, and private clients and their advisors, without any sacrifice of the high-quality personal service to which our clients have grown accustomed. Please see our LinkedIn disclosure at http://www.logancapital.com/SocialMediaDisclosure.pdf
Retirement Benefits Rank
Market Laggard
BRESLIN, YOUNG & SLAUGHTER, LLC
BRESLIN, YOUNG & SLAUGHTER, LLC
Forest Hill, Maryland
25-49 employees
Breslin, Young & Slaughter, LLC (BY&S) is a healthcare financial consulting firm that provides due diligence and financial consulting services to lenders, investors, and operators in the healthcare space. Our practice is solely focused on the healthcare industry and we have built a team of over 35 staff that work on over 400 healthcare projects for our clients each year including but not limited to due diligence projects, field exams, quality of earning reports, loan monitoring and servicing, and workout services. We continue to be dedicated to understanding the healthcare segment and partnering with our clients to tackle the challenges of lending to and investing in this dynamic industry. Experience – BY&S has over 100 years of combined experience in management positions, consulting and lender services including field exams and portfolio management. Expertise – Our people have served in a variety of roles in healthcare including CFO, Controller, Treasurer, VP Reimbursement and field exams for Asset Based, Real Estate and Cash Flow loans, as well as portfolio management and underwriting. Dedication – Our practice is focused on the healthcare segment. Each of our principals and senior consultants has many years of industry experience in healthcare. We make sure each engagement is run by one of our senior staff members and that each project is tailored to our client's specific needs so that our client's goals for the project can be met. Healthcare Due Diligence Asset Based Lending (ABL) Field Exams Asset Based Lending (ABL) Due Diligence Due Diligence Field Exams Recurring Field Exams Accounts Receivable (AR) Valuation Accounts Receivable (AR) Analysis Quality of Earnings (QoE) Real Estate Examinations Real Estate Cash Flow Cash Flow Analysis and Forecasting Acquisition Support Proforma Projections Financial Analysis Collateral & Financial Monitoring Loan Servicing Lender Back Office Support Portfolio Monitoring Survey Monitoring Workout Services
Retirement Benefits Rank
Market Competitive
AFFINITY WEALTH MANAGEMENT LLC
AFFINITY WEALTH MANAGEMENT LLC
Wilmington, Delaware
1-24 employees
Affinity Wealth Management is a full service, independent Wealth Management firm that has been serving successful individuals, families, and small businesses since 1974. We have clientele that spans the country. Affinity Wealth Management provides needs-based financial services to help clients meet their personal and financial goals. Affinity Wealth Management, LCL is a registered investment advisor. Affinity Wealth Management provides investment advisory and related services for clients nationally. Affinity Wealth Management will maintain all applicable registration and licenses as required by the various states in which Affinity Wealth Management conducts business. For additional information, please visit our website at www.affinitywealth.com.
Retirement Benefits Rank
Market Competitive
BRIDGEFORCE LLC.
BRIDGEFORCE LLC.
Chadds Ford, Pennsylvania
25-49 employees
"Located in Chadds Ford, PA, and London, UK, Bridgeforce Inc. offers an assortment of consultancy services to clients in the financial services industry. Many members of their team have considerable experience in the banking industry, giving them an in-depth and practical understanding of operational and organizational needs of financial institutions. They work diligently to facilitate a knowledge base that can lay the groundwork for your future growth. Call or visit their site today for more info."
Retirement Benefits Rank
Below Market
FINANCIAL PLANNING ASSOCIATES, LLC
FINANCIAL PLANNING ASSOCIATES, LLC
West Chester, Pennsylvania
1-24 employees
Managed all new account operations and procedures within both wealth and healthcare management. Created the operational procedures manual to improve office performance. Provided administrative duties to three wealth managers.
Retirement Benefits Rank
Top Benefits
COMMONWEALTH TRUST COMPANY
COMMONWEALTH TRUST COMPANY
Wilmington, Delaware
50-99 employees
Commonwealth Trust Company, founded in 1931, is an independent, privately-owned boutique trust Company located in Wilmington, Delaware. At Commonwealth we partner with a client’s existing advisor(s) to provide sophisticated and professional trust administration solutions. We have a growing reputation as an effective and efficient, customer focused, competitively priced trustee.
Retirement Benefits Rank
Below Market