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Showing 1 - 12 of 36 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
OEP CAPITAL ADVISORS, L.P.
OEP CAPITAL ADVISORS, L.P.
Chicago, Illinois
50-99 employees
One Equity Partners is a middle market private equity firm with approximately $10 billion in assets under management focused on transformative combinations within the industrial, healthcare and technology sectors in North America and Europe. The firm builds market-leading companies by identifying and executing transformative business combinations. OEP is a trusted partner with a differentiated investment process, a broad and senior team, and an established track record generating long-term value for its partners. Since 2001, the firm has completed more than 300 transactions worldwide. OEP, founded in 2001, spun out of JP Morgan in 2015. The firm has offices in New York, Chicago, Frankfurt and Amsterdam. For more information, please visit www.oneequity.com. SPECIALTIES: Private equity investments in the industrials, technology and healthcare verticals. Specialties include transformative combinations, leveraged buyouts, carve-outs, add-ons and minority growth investments.
Retirement Benefits Rank
Market Competitive
INDIANA TRUST
INDIANA TRUST
Mishawaka, Indiana
25-49 employees
Individual & Family Wealth. Qualified Retirement Plan Administration. Non-Profit Organizations & Foundations. Indiana Trust Wealth Management is a trusted provider of wealth management services, specializing in individual & family wealth, qualified retirement plan administration, and nonprofit organizations & foundations. Chartered in 1988 as the first independent trust company in the state of Indiana, and now with more than $2 billion in assets under management, Indiana Trust is deeply committed to the communities it serves. Leveraging highly personalized service with a mission-driven approach, Indiana Trust Wealth Management remains dedicated to increasing financial security by providing superior, ethical, and unbiased wealth management and advisory solutions – delivering legacies built on trust. • Investment Management • Financial Planning • Trust & Estate Administration • Estate Settlement • Individual Retirement Planning • IRA Rollovers • Qualified Retirement Plan / Employee Benefit Plan Administration • Non-Profit / Foundations / Endowment Services With offices in Mishawaka, Elkhart, and Muncie, Indiana Trust offers comprehensive wealth management strategies for individual and family wealth, business retirement plans, charitable organizations, foundations and endowments – delivered with the fiduciary standard of care, a multigenerational commitment, and excellence in stewardship. From generation to generation, we deliver legacies - built on trust. Now offering Socially Responsible Investing and ESG portfolios, because we care about the environment as much as you do. #SociallyResponsibleInvesting #SRI #ESG #SustainableInvesting #GreenInitiatives #IndianaTrustWealthManagement #LegaciesBuiltOnTrust #TrustIsTheWayWeDoBusiness When you're ready to take the next step, talk with Indiana Trust.
Retirement Benefits Rank
Top Benefits
ALYESKA INVESTMENT GROUP, LP
ALYESKA INVESTMENT GROUP, LP
Chicago, Illinois
50-99 employees
Jason Aaron Bragg is the Chief Financial Officer of Alyeska Investment Group.
Retirement Benefits Rank
Market Laggard
ARBOR INVESTMENT MANAGEMENT, LLC
ARBOR INVESTMENT MANAGEMENT, LLC
Chicago, Illinois
25-49 employees
Founded in 1999, Arbor Investments is a specialized private equity firm focused exclusively on acquiring premier companies in food, beverage, and related industries. To date, the firm has acquired or invested in over 80 companies in North America. Arbor is headquartered in Palm Beach, FL, with additional offices in Chicago and New York.
Retirement Benefits Rank
Market Leading
BLUESPRUCE INVESTMENTS, LP
BLUESPRUCE INVESTMENTS, LP
Chicago, Illinois
1-24 employees
Long / Short
Retirement Benefits Rank
Top Benefits
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BEECKEN PETTY O'KEEFE & COMPANY, LLC
BEECKEN PETTY O'KEEFE & COMPANY, LLC
Chicago, Illinois
1-24 employees
Experience. Expertise. Excellence. These attributes define BPOC, among the oldest private equity management firms specializing in healthcare. Seasoned. Skilled. Smart. These qualities define BPOC’s professionals, with partners who average more than a quarter-century each of deep healthcare industry knowledge. Since 1996, the firm has invested in middle-market portfolio companies exclusively in healthcare, one of the fastest-growing economic sectors. BPOC is a Chicago-based private equity firm focused exclusively on middle-market buy-out transactions, recapitalizations, and growth platforms in the healthcare industry. The firm evaluates, structures, and manages investments on behalf of institutional and individual investors. BPOC principals have raised Healthcare Equity Partners, L.P., a $150 million investment fund raised in 1997, Beecken Petty O'Keefe & Company Fund II, L.P., a $325 million investment fund raised in 2005, Beecken Petty O'Keefe & Company Fund III, L.P., a $400 million investment fund raised in 2010, Beecken Petty O’Keefe IV, L.P., a $500 million investment fund raised in 2013 and Beecken Petty O’Keefe V, L.P., a $400 million investment fund raised in 2019.
Retirement Benefits Rank
Market Leading
FINANCIAL INVESTMENTS CORPORATION
FINANCIAL INVESTMENTS CORPORATION
Chicago, Illinois
50-99 employees
The Illinois State Board of Investment (ISBI) manages the defined benefit assets of the State Employees’ Retirement System, the General Assembly Retirement System, the Judges’ Retirement System of Illinois, the Illinois Power Agency, as well as the State of Illinois Deferred Compensation Plan.
Retirement Benefits Rank
Market Competitive
VALOR MANAGEMENT LLC
VALOR MANAGEMENT LLC
Chicago, Illinois
100-499 employees
Valor is an advisory firm based in Fort Worth and Midland, Texas. Led by a team of veteran energy executives, Valor provides best-in-class mineral and royalty management and consulting services on behalf of clients across the United States. Utilize a suite of proprietary software tools that provide clients with unprecedented insights and access into their holdings in order to maximize the value of their assets. Valor's clients include investment funds, banks, trusts, family offices, ranches, universities, foundations, and individuals across the United States. The team at Valor is committed to the highest ethical practices and serve their clients with the utmost integrity and honor.
Retirement Benefits Rank
Market Laggard
KABOUTER MANAGEMENT, LLC
KABOUTER MANAGEMENT, LLC
Chicago, Illinois
1-24 employees
Kabouter Management, LLC is an Investment Management company located in Chicago, Illinois.
Retirement Benefits Rank
Market Competitive
THE CORPORATION FOR INTEREST RATE MANAGEMENT
THE CORPORATION FOR INTEREST RATE MANAGEMENT
Chicago, Illinois
1-24 employees
Established in 1981, The Corporation for Interest Rate Management (CIRM) has advised on thousands of loans over the past four decades. We enable our clients to meet and exceed their risk management goals by creating innovative and cost-effective solutions with an unparalleled focus on detailed, high-touch client management. Contact us: [email protected]
Retirement Benefits Rank
Top Benefits
OAK RIDGE INVESTMENTS, LLC
OAK RIDGE INVESTMENTS, LLC
Chicago, Illinois
1-24 employees
ABOUT OAK RIDGE INVESTMENTS: Oak Ridge Investments, LLC, is an investment management firm located in Chicago and New York. Founded in 1989, Oak Ridge is focused on providing select, actively managed strategies to its broad range of clients. The firm currently manages more than $4 billion in assets.
Retirement Benefits Rank
Market Laggard