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Showing 1 - 12 of 138 results
GOFEN AND GLOSSBERG, L.L.C.
GOFEN AND GLOSSBERG, L.L.C.
Chicago, Illinois
11-50 employees
Founded in 1932, Gofen and Glossberg provides investment guidance to individuals, families, foundations, endowments, companies and pension plans. Based in Chicago, the firm manages more than $6B in assets. Our successful long-term approach to wealth management is shaped by the personal and collaborative relationships we have formed with clients and their families across generations. We custom-tailor an investment strategy to address each client's objectives. Personal attention and service are the hallmarks of our firm.
Retirement Benefits Rank
Market Leading
WYNNCHURCH CAPITAL, L.P.
WYNNCHURCH CAPITAL, L.P.
Rosemont, Illinois
11-50 employees
Oversight of selected portfolio companies including integration, team building, strategic planning, financial reporting, M&A and financing. Develop and work with senior management teams on value creation plan execution. Interim CFO work as needed.
Retirement Benefits Rank
Top Benefits
CARDINAL INVESTMENT ADVISORS, LLC.
CARDINAL INVESTMENT ADVISORS, LLC.
Chicago, Illinois
11-50 employees
We are a 100% employee-owned, independent firm focused solely on institutional investment consulting. After 20 years, we are committed to maintaining our independence.
Retirement Benefits Rank
Top Benefits
WIND POINT ADVISORS, L.L.C.
WIND POINT ADVISORS, L.L.C.
Chicago, Illinois
11-50 employees
Wind Point Partners is a leading private equity investment firm that partners with top caliber executives to acquire well-positioned middle market businesses where it can establish a clear path to value creation. Since our founding in 1984, we have raised over $3 billion in commitments and acquired more than 100 platform companies and 250 add-on acquisitions. Distinctive Strategy We bring together the following three key elements in each transaction: * Top Caliber Executive. We recruit exceptional executives who will be our partners in selecting and acquiring a company where they can develop and lead a tactical value creation plan. * Middle Market Company. We identify and acquire well-positioned businesses with value creation opportunities that are a good match with our executive’s skill set and industry expertise. * Path to Value Creation. We help companies reach their potential by identifying growth and operational improvement opportunities that can be implemented with our executive partner. Experienced and Collaborative Team Wind Point’s professionals work together in the pursuit of investment success. Our team is led by six managing directors who have over 80 years of combined private equity experience and an average tenure at Wind Point of 17 years. In addition to our in-house team, we have an established network of seasoned and accomplished Executive Advisor Partners (EAPs) who assist us in our process and invest alongside us in every transaction.
Retirement Benefits Rank
Top Benefits
WATER STREET HEALTHCARE PARTNERS, LLC
WATER STREET HEALTHCARE PARTNERS, LLC
Chicago, Illinois
11-50 employees
At Water Street, we are dedicated to building market leaders in healthcare. Our sole focus is investing in businesses to accelerate growth and impact in three critical healthcare sectors: healthcare services, medical products & diagnostics, and pharmaceutical & life sciences. We accomplish this through a differentiated approach focused on transformational growth. Working closely with leadership teams, our team aligns our industry experience and network of resources to advance our shared goals for building businesses of greater long-term value that are contributing to a stronger healthcare system. With more than $6 billion of capital under management, we are actively pursuing new investments in businesses interested in a strategic partner to support their goals for next-level growth. To learn more about our approach, visit waterstreet.com
Retirement Benefits Rank
Top Benefits
ROUNDTABLE HEALTHCARE MANAGEMENT
ROUNDTABLE HEALTHCARE MANAGEMENT
Lake Forest, Illinois
11-50 employees
RoundTable Healthcare Partners, based in Lake Forest, IL, is an operating-oriented private equity firm focused exclusively on the healthcare industry. RoundTable partners with companies that can benefit from its extensive industry relationships and proven operating and transaction expertise. RoundTable has established a successful history of working with owner/founders, family companies, management teams, entrepreneurs and corporate partners who share a vision and believe in the value creation potential of its partnership model. RoundTable has raised $4.25 billion in committed capital, including six equity funds totaling $3.65 billion and three subordinated debt funds totaling $600 million.
Retirement Benefits Rank
Market Leading
CHRISTIAN BROTHERS INVESTMENT SERVICES, INC.
CHRISTIAN BROTHERS INVESTMENT SERVICES, INC.
Chicago, Illinois
11-50 employees
For important fund information, visit https://cbisonline.com/us/social-media-statement/. CBIS is an investment management firm that amplifies the power of Catholic Responsible Investing (CRI) to transform the world. With over $10 billion in assets under management, CBIS offers structured multi-manager portfolios that include CRI to Catholic institutions, investors, and advisors which help fulfill their chairisms and truly uphold Catholic beliefs and values without sacrificing returns for investors. The good we do is based on the moral actions we take that operate at the intersection of faith and finance. DISCLAIMER For security and compliance reasons, please do not post your account information or other personal information on the page. For all account and investment inquiries, please contact Investor Services at 1-866-348-6466. We reserve the right to delete comments that we, in our sole discretion, believe may be offensive, inappropriate, or false and misleading. In addition, we cannot accept testimonials or recommendations. The content on these pages is for informational use only and should not be construed as an offer of sale or investment advice. Christian Brothers Investment Services, Inc. (CBIS) is not affiliated with Facebook and does not endorse or control any advertising or third-party materials contained on the Facebook site. All opinions expressed by Facebook users are those of the individual users and are not endorsed by CBIS. To learn more about CBIS or download a prospectus, or summary prospectus, please visit www.cbisonline.com
Retirement Benefits Rank
Top Benefits
CHICAGO PARTNERS INVESTMENT GROUP LLC
CHICAGO PARTNERS INVESTMENT GROUP LLC
Chicago, Illinois
11-50 employees
Chicago Partners Wealth Advisors focuses on optimizing each aspect of a client's wealth, creating comprehensive financial plans for high-net-worth individuals, corporations, foundations, institutions, and family offices. Chicago Partners currently manages more than $3.5 Billion assets for 1,200+ clients across the United States. Clients of Chicago Partners receive the 5-Step Wealth Optimization Process, working with their team to create their customized wealth management plan that includes portfolio & investment management, tax management, estate planning, retirement planning, education planning, cash flow planning, and that is always backed by their team of fiduciary financial advisors. Each client works with their team composed of a CPA, CFP, CFA, and JD, each dedicated to optimizing a specific dimension of wealth. As fee-only fiduciaries, Chicago Partners advisors meet the highest standard of quality for advisors and always act in your best interest. If you are interested in a complimentary review of your current investment portfolio and household balance sheet, please visit us at www.chicagopartnersllc.com/contact and an advisor will be in touch shortly.
Retirement Benefits Rank
Market Competitive
JFM ENTERPRISES, INC.
JFM ENTERPRISES, INC.
Oak Brook, Illinois
11-50 employees
The JFM Group LLC, (JFM) a New York-based company, provides overall strategic planning, individualized fundraising campaigns, event and production management to not for profit organizations locally, nationally, and globally. Our team, led by Joan F. Morgan, is a unique combination of creative thinkers, hands-on leaders, stellar organizers, and an unparalleled mix of commitment, enthusiasm, and good spirit for every project. Let The JFM Group LLC put its 25-plus years of innovation and success to work for your organization!
Retirement Benefits Rank
Market Leading
EFFICIENT CAPITAL MANAGEMENT, LLC
EFFICIENT CAPITAL MANAGEMENT, LLC
Warrenville, Illinois
11-50 employees
Through a commitment to excellence, innovation, teamwork and rigorous research for two decades, Efficient has become one of the world's long-standing Commodity Trading Advisor (“CTA”) multi-manager firms. In a world of generalists, Efficient continues to be a CTA specialist, focusing its people and skills on offering institutional investors access to CTA strategies that best fit their specific needs and mandate requirements. Efficient is registered with the U.S. Commodity Futures Trading Commission as a Commodity Pool Operator (“CPO”) and a Commodity Trading Advisor and is a member of the National Futures Association. Efficient also is registered as an investment adviser with the U.S. Securities and Exchange Commission.
Retirement Benefits Rank
Top Benefits
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FRONTENAC COMPANY
FRONTENAC COMPANY
Chicago, Illinois
11-50 employees
Frontenac is a Chicago-based private equity firm. The firm focuses on investing in lower middle market buyout transactions in the consumer, industrial, and services industries. Frontenac works in partnership with established operating leaders, through an executive-centric approach called CEO1ST, which seeks to identify, acquire, and build market-leading companies through transformational acquisitions and operational excellence. Over the last 50+ years, Frontenac has built a leading franchise working with over 300 owners of mid-sized businesses as they address complex transition issues of liquidity, management enhancement, and growth planning.
Retirement Benefits Rank
Top Benefits
OBERWEIS ASSET MANAGEMENT, INC.
OBERWEIS ASSET MANAGEMENT, INC.
Lisle, Illinois
11-50 employees
Oberweis Asset Management, Inc. is an independent investment management firm that seeks to identify and capitalize on pricing inefficiencies involving micro-, small- and mid-capitalization equities worldwide. We offer our active geographically focused strategies to institutional and individual investors through separately managed accounts (SMAs) and our own proprietary mutual fund family. Established in 1989, Oberweis is privately held, and headquartered in suburban Chicago. With experienced equity research staff based in New York, London and Hong Kong, maintaining a global footprint helps us uncover investment opportunities the world over.
Retirement Benefits Rank
Top Benefits