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Showing 1 - 12 of 48 results
COOKE & BIELER, L.P.
COOKE & BIELER, L.P.
Philadelphia, Pennsylvania
25-49 employees
Founded in 1949 and located in Philadelphia, Cooke & Bieler, L.P. is an independent investment management firm dedicated to providing exceptional service for a broad base of institutional clients, both domestic and international. With a focus on fundamental research and a long-term investment horizon, the firm seeks to identify high quality, low risk investment opportunities in the value equity universe. As of March 31, 2023, the firm had $10.7 billion in assets under management across six value strategies. This information should not be construed as presenting investment advice and, furthermore, Cooke & Bieler, L.P. may not be registered or qualified to give investment advice in all jurisdictions in the U.S. Any opinions expressed by LinkedIn users, either on this page or elsewhere, are those of the persons submitting the comments or posts and do not represent the views of Cooke & Bieler, L.P. or its management.
Retirement Benefits Rank
Top Benefits
LOVELL MINNICK PARTNERS LLC
LOVELL MINNICK PARTNERS LLC
Radnor, Pennsylvania
25-49 employees
Lovell Minnick Partners (“LMP”) invests in growth-oriented companies. We partner with founders and leadership teams to accelerate value creation through organic growth and strategic acquisitions, positioning their businesses for long-term, sustainable success. We leverage our deep sector experience and broad network of strategic advisors to identify and execute multiple strategic levers to drive transformational growth. Since our inception in 1999, we have raised approximately $4.75 billion of committed capital, invested in over 50 companies and completed over 175 add-on acquisitions. LMP targets growth-oriented, middle-market companies in the financial services, financial technology and business services sectors. To learn more about our partnership approach, sector expertise, investment criteria and experienced team, please visit our website at www.LMPartners.com.
Retirement Benefits Rank
Market Competitive
MAINLINE INVESTMENT PARTNERS, LLC
MAINLINE INVESTMENT PARTNERS, LLC
Wynnewood, Pennsylvania
100-499 employees
MainLine Investment Partners is a family of companies providing investment advice and portfolio management services to individuals, businesses, and institutions. Our areas of expertise include private equity, real estate and personal financial advisory services.
Retirement Benefits Rank
Market Competitive
LUBERT-ADLER MANAGEMENT, L.P.
LUBERT-ADLER MANAGEMENT, L.P.
Philadelphia, Pennsylvania
25-49 employees
Lubert Adler, headquartered in Philadelphia, Pennsylvania, is an institutional real estate investment manager primarily focused on creating a portfolio of cash flowing rental assets, diversified across asset types and markets within the United States. With over 25 years of investment and acquisition experience – totaling over $9B of equity invested in over $25B of real estate assets – Lubert Adler has cultivated an extensive network of strategic operating partners across the country, leveraging their local market knowledge, together with Lubert Adler’s underwriting expertise to help maximize value. Lubert Adler combines long-term market knowledge and a fiduciary mindset, with a culture of partnership and transparency. Our team works in close cooperation with a carefully cultivated nationwide network of operating partners to focus on attractive risk-adjusted returns to our investment partners while safeguarding their capital.
Retirement Benefits Rank
Market Leading
FRANKLIN PARK ASSOCIATES, LLC
FRANKLIN PARK ASSOCIATES, LLC
Bala Cynwyd, Pennsylvania
25-49 employees
Franklin Park is an independent, employee-owned global private markets advisory firm headquartered in suburban Philadelphia, Pennsylvania. We offer customized private investment management solutions for institutional investors in the private equity and debt asset classes.
Retirement Benefits Rank
Market Leading
RTD FINANCIAL ADVISORS, INC.
RTD FINANCIAL ADVISORS, INC.
Philadelphia, Pennsylvania
25-49 employees
Since 1983, RTD Financial has served as a trusted advisor for individuals, business owners, and organizations. Our firm offers Personal Wealth Management, Employer Retirement Plan Solutions, Trust Investment Management, and Nonprofit Investment Management. Our philosophy is based on the following core principles: 1) As fiduciaries, we’re always acting in your best interest; our advice is objective, and our fees are clear and transparent. 2) In order to effectively manage your finances we need to get to know you: your goals, aspirations, and challenges. Personal attention is our trademark. Our service, expertise, and advice enable you to focus on what matters most to you. Contact us today to begin a conversation. RTD Financial has offices in Philadelphia, South Jersey, the Main Line and Chester County, in addition to an office in Atlanta. Please note that when sharing third party article the information contained has been obtained from sources believed to be reliable, but the accuracy of the information cannot be guaranteed.
Retirement Benefits Rank
Market Competitive
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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
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
COHO PARTNERS, LTD
COHO PARTNERS, LTD
Berwyn, Pennsylvania
All Size Average employees
Coho Partners Ltd., founded in 1999, is an independent, employee-owned investment management firm headquartered in Berwyn, Pennsylvania Coho focuses on generating a specific, asymmetric pattern of returns that offers strong protection in down markets and competitive returns in up markets. Important Disclosure Advisory Services offered through Coho Partners, Ltd. an Investment Adviser registered with the U.S. Securities and Exchange Commission. Coho Partners, Ltd. only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. The company profile is for informational purposes only and its contents should not be construed as a recommendation. The information on this social media site alone cannot, and should not be used in making investment decisions. Investors should carefully consider the investment objectives, risks, charges and expenses associated with any investment. Past performance of investments is no indication of future results. Third-party posts that appear on this social media site have not been reviewed or approved by Coho Partners, Ltd. or its principals for completeness or accuracy. Additionally, it should be noted the information that has been posted by third parties does not necessarily reflect the views or opinions of Coho Partners, Ltd. Coho Partners, Ltd. is not responsible for content posted by third parties. Coho Partners, Ltd. and third parties acting on its behalf, reserve the right, to the extent permitted under applicable law, to process, retain and monitor all electronic communications (including personally identifiable information). By sending direct messages and/or posting comments, you consent to such processing, retention and monitoring.
Retirement Benefits Rank
Top Benefits
ROCK SPRINGS CAPITAL MANAGEMENT, LP
ROCK SPRINGS CAPITAL MANAGEMENT, LP
Baltimore, Maryland
1-24 employees
Expanded the firm’s investor network, focusing on alternative investments in real estate.Built and maintained strong relationships with key stakeholders, including clients, attorneys, bankers, and private equity firms.
Retirement Benefits Rank
Top Benefits
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