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Showing 1 - 12 of 51 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
11-50 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
11-50 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
Market Leading
RIDGEMONT PARTNERS MANAGEMENT, LLC
RIDGEMONT PARTNERS MANAGEMENT, LLC
Charlotte, North Carolina
51-200 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 Leading
GLOBAL ENDOWMENT MANAGEMENT, LP
GLOBAL ENDOWMENT MANAGEMENT, LP
Charlotte, North Carolina
51-200 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
11-50 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
NOVARE CAPITAL MANAGEMENT, LLC
NOVARE CAPITAL MANAGEMENT, LLC
Charlotte, North Carolina
11-50 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
11-50 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
FIRST TRYON SECURITIES, LLC
FIRST TRYON SECURITIES, LLC
Charlotte, North Carolina
11-50 employees
At First Tryon, we believe in the basic principle that relationships built on trust will be the cornerstone of our success. Today we serve hundreds of clients, structuring billions of dollars in financing, but have never lost sight of this essential core value. As our team continues to grow in size and skill, we have developed considerable knowledge and experience serving a diverse and growing client base. Our range of services includes capital planning, transaction management, alternative financing solutions, strategic consulting, operational consulting, financial advisory, investment advisory, and derivative advisory. First Tryon Advisors, LLC is an SEC and MSRB registered Municipal Advisor. Please visit https://www.firsttryon.com/ to learn more.
Retirement Benefits Rank
Top Benefits
CORNERSTONE WEALTH GROUP, LLC
CORNERSTONE WEALTH GROUP, LLC
Huntersville, North Carolina
11-50 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
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FIDUS PARTNERS, LLC
FIDUS PARTNERS, LLC
Charlotte, North Carolina
11-50 employees
Fidus Partners, with offices in Charlotte, North Carolina and New York, New York, provides merger and acquisition advisory and related services to private equity firms, corporations, and private business owners throughout the United States and abroad.
Retirement Benefits Rank
Market Laggard
CAROLINAS INVESTMENT CONSULTING, L.L.C.
CAROLINAS INVESTMENT CONSULTING, L.L.C.
Charlotte, North Carolina
11-50 employees
Carolinas Investment Consulting “CIC” is an employee-owned investment consulting boutique with over $1.5 billion of client assets under advisement. Independent of any big brokerage firm, bank, or insurance company, CIC offers unbiased, client-driven investment advisory solutions integrated with comprehensive wealth management services. CIC upholds an uncompromising commitment to the interests of the individuals, families, corporations, endowments, and foundations we serve. We build client loyalty through trust, integrity and unsurpassed service. Our mission is to help our clients accomplish their financial goals through thoughtful advice and insight, one portfolio at a time. With clarity and transparency, we specialize in seeking higher risk-adjusted performance for our clients and helping them eliminate the uncertainty of what to do next. As clients navigate a range of financial challenges and opportunities, they can benefit from our integrated offerings from investment consulting to financial planning to functioning as a family office. Address: 5605 Carnegie Blvd Suite 400 Charlotte, NC 28209 Contact: Phone- 704-643-2455 Toll Free- 800-255-2904 Fax – 704-643-2470
Retirement Benefits Rank
Market Leading