We are business builders! We invest in great companies and find ways to make them even better. We help our businesses attack growth opportunities by helping them expand their leadership teams, invest in infrastructure, develop a strategic plan, extract and use data from their systems and make investments in sales and marketing. We want to invest in companies that have the potential to grow and especially like food and beverage companies, engineered products and precision component manufacturers and business service companies. We've been at this for 45+ years and approach our investments with Midwestern humility and a penchant for hard work.

General partner and senior equities trader for a $2 billion multi-strategy investment company.

Firm’s core competencies are Merger and Acquisition advisory and valuation analysis. Individual responsibilities included conducting industry, market, and company due diligence; preparation and analysis of financial statements; creating financial models and projections; drafting due diligence and industry reports; preparing offering memoranda; drafting valuation reports; and the preparation of client presentations.

CATRABONE, CATRABONE & ASSOCIATES, LLC is an investment banking company based out of 1312 PENINSULA DR, Erie, Pennsylvania, United States.

• Conducted in-depth stock analysis to evaluate market trends, company performance, and investment opportunities, contributing to informed client recommendations.• Collaborated with financial advisors on investment strategies that aligned with clients' unique financial goals and risk tolerance.• Part took in client meetings and calls, learning about insights into their financial needs and fostering strong, ongoing relationships.• Developed and presented customized wealth preservation strategies, ensuring a comprehensive approach to managing client assets.• Gained exposure to comprehensive financial planning processes, enhancing skills in tax, retirement, and estate planning strategies.• Utilized financial tools and software to track portfolio performance, analyze market data, and generate actionable insights.• Contributed to team discussions on long-term business planning, helping to ensure clients’ financial wellness and secure futures.

Balanced Financial Concepts is an independent financial planning and investment advisory firm located in Solon, OH. Securities and Investment Advisory Services offered through Cetera Advisors LLC, Member FINRA/SIPC. Balanced Financial Concepts LLC is not affiliated with Cetera Advisors.

CERTIFIED FINANCIAL PLANNER™ certification, as awarded by the Certified Financial Planner Board of Standards, Inc.The CERTIFIED FINANCIAL PLANNER™ certification is recognized as a standard of excellence for personal financial planning. CFP® certification requires meeting experience and ethics requirements, successfully completing financial planning course work and passing the certification examination covering the following topics: financial planning principles, employee benefits planning, investment planning, income tax planning, and retirement and estate planning.

-Strong focus on the intersection of operations and business strategy with the goal of optimizing workflows, reducing costs, and enhancing the overall operational performance of the firm.-Oversee day-to-day management, identify areas of process enhancement, and drive business efficiency.-Develop, implement, and monitor processes that align with the firm’s objectives, are compliant with industry regulations, and are scalable for future growth. -Ensure effective recruiting, professional development, performance management, as well as onboarding, client satisfaction and business retention. -Build and maintain a highly inclusive culture that allows team members to thrive and that organizational goals are met.

A financial advisor affiliated with Stratos Wealth Partners in Warren, Ohio. Stratos Wealth Partners is a partner run organization that specializes in the practice and execution of comprehensive financial planning and implementation services. The firm is structured as a network of distinguished, experienced financial services practitioners spread through the country who are affiliated with LPL Financial.Her primary intent in working with clients is to help them pursue their investment goals as they plan for their future needs. She understands that each situation is unique and is committed to assisting clients identify their individual financial goals. Lauren recently made a leap into financial services after having worked for several years in the Geotechnical Engineering and construction fields.Lauren has her Series 7, Series 65, Series 63, and her Ohio Insurance license through LPL.

Well-Planned Financial, LLC is a fee-only financial advisory firm providing financial education and financial coaching services to Gen X and Millennial professionals when they want an advocate on their side and accountability in their corner.