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Showing 1 - 12 of 88 results
WIND POINT ADVISORS, L.L.C.
WIND POINT ADVISORS, L.L.C.
Chicago, Illinois
50-99 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
25-49 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
CHICAGO PARTNERS INVESTMENT GROUP LLC
CHICAGO PARTNERS INVESTMENT GROUP LLC
Chicago, Illinois
50-99 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
CHRISTIAN BROTHERS INVESTMENT SERVICES, INC.
CHRISTIAN BROTHERS INVESTMENT SERVICES, INC.
Chicago, Illinois
50-99 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
FRONTENAC COMPANY
FRONTENAC COMPANY
Chicago, Illinois
25-49 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
Market Leading
AQUATIC GROUP LLC
AQUATIC GROUP LLC
Chicago, Illinois
100-499 employees
Aquatic Management Group is a company based out of United States.
Retirement Benefits Rank
Top Benefits
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FIRST ANALYSIS CORPORATION
FIRST ANALYSIS CORPORATION
Chicago, Illinois
25-49 employees
First Analysis has a four-decade record of serving emerging growth companies, established industry leaders and institutional investors in emerging high-growth tech-driven segments, both through its venture capital investments and through First Analysis Securities Corp. (FASC), which provides investment banking and related services. First Analysis’s integrative research process underpins all its efforts, combining 1) dynamic investment research on thousands of companies with 2) thousands of relationships among executives, investors and other key participants in our focus areas, yielding a deep, comprehensive understanding of each sector’s near-term and long-term potential. First Analysis Corp. is the parent of First Analysis Private Equity Management V-B, LLC, an SEC-registered investment adviser that offers venture capital investment advisory services, and First Analysis Securities Corp. (FASC), a registered broker dealer with FINRA and member SIPC that offers investment banking services and securities. Social media disclaimer: https://www.firstanalysis.com/Home.aspx?id=1735&cid=3157
Retirement Benefits Rank
Market Laggard
WP GLOBAL PARTNERS INC.
WP GLOBAL PARTNERS INC.
Chicago, Illinois
25-49 employees
WP Global Partners provides global institutional clients with portfolio exposure to private equity, venture capital, and private debt investments through strategically tailored investment programs utilizing primary investment research, portfolio modeling, and three decades of private equity experience. Our objective is to achieve the highest risk adjusted return of the asset class and to fulfill our fiduciary responsibilities with the highest level of integrity.
Retirement Benefits Rank
Top Benefits
BROWNSON, REHMUS & FOXWORTH, INC.
BROWNSON, REHMUS & FOXWORTH, INC.
Chicago, Illinois
25-49 employees
Providing independent investment advice and comprehensive financial planning and counseling services to multi-generational families since 1969. We serve as a steadfast, strategic partner to our clients and develop long-term relationships, designed to grow our clients' wealth, control their future, and achieve their legacy.
Retirement Benefits Rank
Top Benefits
PRAIRIE MANAGEMENT COMPANY, LP
PRAIRIE MANAGEMENT COMPANY, LP
Chicago, Illinois
1-24 employees
Daniel Management Group, Inc. is a Chicago-based real estate firm focused on multifamily investment and management. At Daniel Management Group, Inc. we are dedicated to providing the quality, customized living experience that our residents deserve through an unyielding attention to detail and through the implementation of a professional, service-minded management style.
Retirement Benefits Rank
Market Leading
CASTLEARK MANAGEMENT LLC
CASTLEARK MANAGEMENT LLC
Chicago, Illinois
25-49 employees
CastleArk Management LLC is a registered investment advisor, offering investment management services to institutional and high net worth clients. CastleArk investment strategies include International Small Cap, US Small Cap, US SMID Cap, US Large Cap and MLP/Global Energy equities.
Retirement Benefits Rank
Top Benefits
CFI PARTNERS LLC
CFI PARTNERS LLC
Chicago, Illinois
25-49 employees
CFI Partners, LLC is a credit-focused investment management firm founded in 2005. Our culture and investment process are rooted in three defining principles: rigorous fundamental analysis, strong risk management, and ongoing portfolio optimization. We are based in Chicago.
Retirement Benefits Rank
Market Competitive