Blue Point Capital Partners is a private equity firm managing over $1.5 billion in committed capital. With offices in Cleveland, Charlotte, Seattle and Shanghai, Blue Point’s geographical footprint allows it to establish relationships with local and regional entrepreneurs and advisors, while providing the perspectives and resources of a global organization. The Blue Point partner group has a 21-year track record of partnering with lower middle-market businesses to build processes and capabilities to achieve dramatic growth. Blue Point focuses on opportunities where it can leverage its collective experience, extensive network of operating resources and unique toolkit, which includes supply chain / Asian capabilities, data and digital strategies, human capital and focused add-on acquisition efforts. Blue Point typically invests in businesses that generate between $25 million and $300 million in revenue.

In March of 2018, Western Reserve Trust Company was granted its charter from the State of Ohio as a non-depository bank to engage primarily in the personal trust business. Western Reserve was formed by three veteran trust and estate lawyers who saw a growing demand from their affluent clients and their families for a client centric trust company headquartered in the Midwest. Located in Cleveland, Ohio, Western Reserve provides trust and estate services, along with a variety of family office services, all of which are specifically tailored for each client relationship. Western Reserve does not provide investment management services but instead works closely with registered investment advisors, large banks and broker dealers to obtain those services for its clients. Western Reserve and its employees believe clients want and deserve a traditional personal relationship with their trustee that is based on experience and a long history and deep knowledge of the family, one that can evolve as its clients’ needs change over time.