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Showing 1 - 12 of 36 results
ALLSPRING BUYER LLC
ALLSPRING BUYER LLC
Charlotte, North Carolina
500+ employees
Zebra (NASDAQ: ZBRA) helps organizations monitor, anticipate, and accelerate workflows by empowering their frontline and ensuring that everyone and everything is visible, connected and fully optimized. Our award-winning portfolio spans software to innovations in robotics, machine vision, automation and digital decisioning, all backed by a +50-year legacy in scanning, track-and-trace and mobile computing solutions. With an ecosystem of 10,000 partners across more than 100 countries, Zebra’s customers include over 80% of the Fortune 500. Newsweek recently recognized Zebra as one of America’s Most Loved Workplaces and Greatest Workplaces for Diversity, and we are on Fast Company’s list of the Best Workplaces for Innovators.
Retirement Benefits Rank
Top Benefits
WEDGE CAPITAL MANAGEMENT L.L.P.
WEDGE CAPITAL MANAGEMENT L.L.P.
Charlotte, North Carolina
25-49 employees
WEDGE Capital Management is dedicated to offering stable, diversified investment products in the equity and fixed income markets. Throughout our more than 30 year history, we've remained focused on value investing for institutional investors through the consistent application of our fundamentally-based, disciplined approach to the stock and bond markets. Our wide range of value products allows us to address the specific needs of our broad and sophisticated client base. We follow a fundamentally sound, value-oriented investment discipline as we employ rigorous quantitative research along with thorough, independent, qualitative fundamental analysis. Our investment philosophy has been in place since our founding and has endured, regardless of the prevailing economic or market climate. We focus primarily on identifying pricing discrepancies, earnings potential and unrecognized value among companies that typically boast market leading positions, superior financial quality, and durable competitive advantages. From there, we strive to add incremental value by overweighting or underweighting specific sectors of the market based on broader industry and economic factors. To ensure consistency and style integrity over time, we adhere to strong buy and sell disciplines. For additional information, please visit the firm's website at www.wedgecapital.com
Retirement Benefits Rank
Top Benefits
PAMLICO CAPITAL MANAGEMENT, LP
PAMLICO CAPITAL MANAGEMENT, LP
Charlotte, North Carolina
25-49 employees
Pamlico Capital seeks equity and buyout investments in growing businesses that serve the communications, healthcare, services and software industries. We are committed to developing successful partnerships with management teams and entrepreneurs and helping companies reach their full potential.  For more than thirty years, the Pamlico Capital team has generated consistently high returns, investing approximately $4 billion. Operating out of Charlotte, NC, our investment professionals possess extensive industry experience, a proven ability to accelerate growth at our portfolio companies, and a dedication to the highest ethical standards. For more information, please visit www.pamlicocapital.com.
Retirement Benefits Rank
Top Benefits
RIDGEMONT PARTNERS MANAGEMENT, LLC
RIDGEMONT PARTNERS MANAGEMENT, LLC
Charlotte, North Carolina
50-99 employees
Ridgemont Equity Partners is a Charlotte-based middle market private equity firm that has provided buyout and growth capital to industry-leading companies in the business and tech-enabled services, industrial growth, and healthcare sectors for three decades. The principals of Ridgemont have refined a proven, industry-focused model designed to build distinctive middle market companies.
Retirement Benefits Rank
Market Laggard
GLOBAL ENDOWMENT MANAGEMENT, LP
GLOBAL ENDOWMENT MANAGEMENT, LP
Charlotte, North Carolina
50-99 employees
Global Endowment Management (GEM) is a leading Outsourced Chief Investment Office (OCIO) providing institutional investment capabilities for endowments, foundations, and other long-term investors. For over fifteen years GEM has stewarded the financial assets of our clients to enable them to fulfill their missions. GEM's history is deeply rooted in endowment-style investing, with today's approach modernized to offer custom solutions tailored to each client's unique investment needs. For more information, visit www.globalendowment.com.
Retirement Benefits Rank
Top Benefits
FC CAPITAL MANAGEMENT, LLC
FC CAPITAL MANAGEMENT, LLC
Charlotte, North Carolina
25-49 employees
MGA/agency platform. Units include: Grand River Insurance Stone Falls Agency Bridge Excess Solutions Grand River Services and The Proprietors & Co.
Retirement Benefits Rank
Market Competitive
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NOVARE CAPITAL MANAGEMENT, LLC
NOVARE CAPITAL MANAGEMENT, LLC
Charlotte, North Carolina
1-24 employees
Novare Capital Management is a privately owned investment management firm registered with the Securities and Exchange Commission. Our focus is to provide customized investment management and wealth management for individuals, foundations, trusts and corporations. Each portfolio we develop and manage considers your unique situation, risk tolerance and long-term goals. Our objective is to preserve, protect and grow assets through a detailed investment process focused on quality investments. We emphasize risk management and diversification through asset allocation. William G. Baynard, Jr. and Don E. Olmstead founded Novare Capital Management in late 1999. They recognized a growing need within the market for an experienced team who could provide professional investment management expertise to individual investors. Their sound investment philosophy evolved from many years of business experience in the Capital Markets Division of a large financial institution. The Novare Capital team is comprised of dedicated professionals with advanced degrees such as CERTIFIED FINANCIAL PLANNER TM, Chartered Financial Analyst® and Chartered Financial Consultant® and a support staff whose top priority is to provide an unparalleled level of customer service. Novare Capital Management, LLC (NCM) is a Registered Investment Advisor (“RIA”) located in the State of North Carolina. NCM provides investment advisory services and related services for clients nationally. NCM will maintain all applicable registration and licenses as required by the various states in which NCM conducts business, as applicable. NCM renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
Retirement Benefits Rank
Market Leading
NOVARE CAPITAL MANAGEMENT, LLC
NOVARE CAPITAL MANAGEMENT, LLC
Charlotte, North Carolina
1-24 employees
Novare Capital Management is a privately owned investment management firm registered with the Securities and Exchange Commission. Our focus is to provide customized investment management and wealth management for individuals, foundations, trusts and corporations. Each portfolio we develop and manage considers your unique situation, risk tolerance and long-term goals. Our objective is to preserve, protect and grow assets through a detailed investment process focused on quality investments. We emphasize risk management and diversification through asset allocation. William G. Baynard, Jr. and Don E. Olmstead founded Novare Capital Management in late 1999. They recognized a growing need within the market for an experienced team who could provide professional investment management expertise to individual investors. Their sound investment philosophy evolved from many years of business experience in the Capital Markets Division of a large financial institution. The Novare Capital team is comprised of dedicated professionals with advanced degrees such as CERTIFIED FINANCIAL PLANNER TM, Chartered Financial Analyst® and Chartered Financial Consultant® and a support staff whose top priority is to provide an unparalleled level of customer service. Novare Capital Management, LLC (NCM) is a Registered Investment Advisor (“RIA”) located in the State of North Carolina. NCM provides investment advisory services and related services for clients nationally. NCM will maintain all applicable registration and licenses as required by the various states in which NCM conducts business, as applicable. NCM renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
Retirement Benefits Rank
Top Benefits
CORNERSTONE WEALTH GROUP, LLC
CORNERSTONE WEALTH GROUP, LLC
Huntersville, North Carolina
25-49 employees
Cornerstone Wealth Group, LLC is a wealth management firm that offers comprehensive advice to individuals, families and businesses using a team-based approach. Our advisors and professional staff share a passion for helping others pursue their goals. Our unwavering commitment to independent advice, transparency and accountability fosters client relationships which last for generations. Investment advisory services offered through Cornerstone Wealth Group, LLC dba Cornerstone Wealth a SEC registered investment adviser.
Retirement Benefits Rank
Market Competitive
7 MILE ADVISORS, LLC
7 MILE ADVISORS, LLC
Charlotte, North Carolina
1-24 employees
7 Mile Advisors provides Investment Banking & Advisory Services to the Business Services and Technology Industries globally. We advise on M&A and private capital transactions, and provide market assessments and benchmarking. As a close knit team with a long history together and a laser focus on our target markets, we help our clients sell their companies, raise capital, grow through acquisitions, and evaluate new markets. All securities transactions are executed by 7M Securities, LLC, member FINRA / SIPC. Visit us at www.7mileadvisors.com, contact us by phone at 704.899.5960, or reach out to one of our bankers who you're connected to on LinkedIn.
Retirement Benefits Rank
Top Benefits
BROYHILL INVESTMENTS, INC.
BROYHILL INVESTMENTS, INC.
Lenoir, North Carolina
1-24 employees
A boutique asset manager, initially established as family office and guided by a disciplined, value orientation.
Retirement Benefits Rank
Market Leading
LINDEN THOMAS & COMPANY
LINDEN THOMAS & COMPANY
Charlotte, North Carolina
1-24 employees
At Linden Thomas & Company, our mission is to provide clients with the most efficient path to wealth accumulation, retention, and transfer of assets. We do this by creating and implementing strategies tailored to the unique financial goals of each client. We are driven to provide clients with uncluttered, clear, professional advice to enhance their quality of life and lead them to a sustained, accountable investment solution. Our team consists of financial planners, portfolio managers, analysts, fixed income and equity traders, and retirement experts with over 100 years combined experience working with clients to help them plan and aim to maximize results with investable assets. Each one of our team members is here to add a layer of expertise and support by helping each client meet their needs both prior to and during retirement. Consistently ranked and awarded 31 national recognitions as a top independent financial advisor by the likes of Barron’s, Forbes and Financial Times, Steven L. Thomas is the founder and managing principal of Linden Thomas and Company. The disciplined institutional approach that Linden Thomas has developed is focused on creating efficient portfolios that are designed to be a results-driven program coupled with world-class customer service. To learn more about Linden Thomas and our process, visit https://lindenthomas.com. Securities offered through Linden Thomas and Company Securities, LLC, member FINRA/SIPC. Advisory services offered through Linden Thomas Advisory Services, LLC, a SEC Registered Investment Advisor. Linden Thomas and Company Securities, LLC and Linden Thomas Advisory Services, LLC are affiliated entities.
Retirement Benefits Rank
Market Competitive