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Showing 1 - 12 of 16 results
STEELWORKERS PENSION TRUST
STEELWORKERS PENSION TRUST
Pittsburgh, Pennsylvania
500+ employees
STEELWORKERS PENSION TRUST is a financial services company based out of 7 NESHAMINY INTERPLEX, TREVOSE, Pennsylvania, United States.
Retirement Benefits Rank
Below Market
OXER CAPITAL, INC.
OXER CAPITAL, INC.
Columbus, Ohio
1-24 employees
Based in Columbus, Ohio, Oxer Capital is an SBIC that partners with private equity firms, independent sponsors, family offices, and management teams to provide junior capital to lower middle market companies throughout the United States. Since 2016, Oxer has invested over $435 million across 75+ portfolio companies. We are currently investing out of our third fund, totaling ~$220 million. Oxer seeks to provide flexible, tailored solutions aligned with client needs which may consist of subordinated debt, structured equity, and minority equity stakes. Our typical investment size ranges from $2 – 12 million, although we may lead or participate in larger investments by co-investing with our limited partners or other junior capital providers. Oxer investments support acquisitions, growth financings, leveraged buyouts, recapitalizations, shareholder liquidity events, management buyouts, and ESOP transactions. Company Characteristics - Revenue $10 – 100 million - EBITDA $1 – 10 million - Sustainable Margins - Stable or Expanding Industry - Competitive Market Position - Experienced & Invested Management Team - Based in U.S. Our investment professionals strive to be diligent, thoughtful, and responsive in evaluating new opportunities. Our collaborative and nimble approach provides speed to close and certainty of execution. We work to cultivate trust and nurture long-term relationships with our investors and investment partners. With over 100 years of collective experience investing in and advising lower middle market companies, we understand the needs and concerns of owners and managers. We have originated over $655 million in investments in over 135 companies across a diverse group of industries. Our networks and experience are shared to benefit our clients and partners.
Retirement Benefits Rank
Top Benefits
CAPITAL PENSION GROUP LLC DESIGN GROUP
CAPITAL PENSION GROUP LLC DESIGN GROUP
Worthington, Ohio
25-49 employees
The Pension Group educated individuals on a variety of topics from income planning, investments, 401K and pension planning to ensure that there are no errors in people's calculations. We are experienced in not only finding pension errors but know how to correct them. Over the years we have found dozens of errors from various employer and plan administrators. Neither Michael Martinez nor The Pension Group has any affiliation with any company and/or with American Honda Motor Co, Inc or its affiliates.
Retirement Benefits Rank
Market Leading
ADVOCATES FOR HIGHWAY AND AUTO SAFETY
ADVOCATES FOR HIGHWAY AND AUTO SAFETY
Washington, District of Columbia
1-24 employees
Public policy advocacy at both the state and federal levels through regulatory actions, federal and state legislation, and enforcement solutions, to advance highway and motor vehicle safety by means of highway design, traffic engineering, human factors, and motor vehicle crash avoidance and crashworthiness design and performance improvements.
Retirement Benefits Rank
Top Benefits
HILLMAN CAPITAL MANAGEMENT INC.
HILLMAN CAPITAL MANAGEMENT INC.
Bethesda, Maryland
1-24 employees
HCM is a corporation formed under the Maryland General Corporation Law for the primary purpose of engaging in investment management. The corporation was founded in February 1998 and is registered with the SEC as an investment adviser under the Investment Advisors Act of 1940. HCM is an independent entity with majority ownership controlled by the employees and principals of the corporation. HCM invests in quality businesses that we believe have a sustainable competitive advantage and that markets have undervalued relative to our established quantitative measures that have been deployed through multiple market cycles for over 20 years. The HCM value investment philosophy and process were first incepted in 1995 and have been managed under the sole discretion of HCM’s Chief Investment Officer continuously since that time. HCM believes; 1) Companies with a sustainable competitive advantage will outperform the broad market over time. 2) Market volatility can be exploited to purchase companies at a discount to their intrinsic value. 3) A consistent adherence to a discipline based on fundamental valuation techniques will produce results. Hillman Capital Management, Inc. is a registered investment adviser. Registration does not imply a certain level of skill or training.
Retirement Benefits Rank
Top Benefits
THE AFFORDABLE HOUSING TRUST FOR COLUMBUS AND FRANKLIN COUNTY
THE AFFORDABLE HOUSING TRUST FOR COLUMBUS AND FRANKLIN COUNTY
Columbus, Ohio
1-24 employees
The Affordable Housing Trust for Columbus and Franklin County (AHT), established in 2001, is an independent, non-profit lender that works with the private, non-profit and public sectors to develop affordable housing opportunities within the City of Columbus and Franklin County. In February 2016, AHT became a certified Community Development Financial Institution (CDFI). AHT provides loans for affordable multifamily rental developments by leveraging other sources of private and public lending and investment. Eligible uses for AHT loan proceeds include new construction, acquisition, rehabilitation and permanent financing that are otherwise unavailable through the traditional lending market. OUR MULTIFACETED MISSION IS TO: Facilitate and invest in developments designed to: ➢ Create and preserve affordable homeownership and rental housing ➢ Strengthen and stabilize neighborhoods ➢ Support working households, seniors and special needs populations
Retirement Benefits Rank
Market Competitive
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COMMUNITY CAPITAL DEVELOPMENT CORPORATION
COMMUNITY CAPITAL DEVELOPMENT CORPORATION
Dublin, Ohio
1-24 employees
Community Capital Development Corporation is a team of economic development experts that assist businesses with acquisition of Small Business Association (SBA) loan programs, as well as other local and state loan programs.
Retirement Benefits Rank
Market Competitive
WILLIAM R. MOORE, III DBA STRATVIEW WEALTH MANAGEMENT
WILLIAM R. MOORE, III DBA STRATVIEW WEALTH MANAGEMENT
Richmond, Virginia
1-24 employees
Throughout life, your goals and needs evolve - so should your financial plan. For over three decades, Stratview has provided a thoughtful and proactive approach to solving financial complexities that can be difficult to navigate without the right partner. Our dedicated team shares a collective priority to combine our extensive experience in financial markets with a deep understanding of our clients. We have proudly helped hundreds of families, business owners, and professionals find greater confidence and security in their financial lives by optimizing their wealth around their specific values. Find out more about our approach to comprehensive wealth management at stratviewwealth.com.
Retirement Benefits Rank
Market Competitive
TAYLOR DEVELOPMENT GROUP, LLC
TAYLOR DEVELOPMENT GROUP, LLC
Winston Salem, North Carolina
1-24 employees
-Assisted with property management tasks and duties. -Responsible for monthly paperwork filing.
Retirement Benefits Rank
Top Benefits
DBK FINANCIAL COUNSEL, LLC
DBK FINANCIAL COUNSEL, LLC
Cuyahoga Falls, Ohio
1-24 employees
DBK Financial is a fee-only firm providing private wealth management services to high-net-worth individuals and families. With over 20 years of professional wealth management experience, we help investors manage their wealth using a prudent investment approach founded in academic research. Our goal is to provide clients with exceptional experience and resources combined with independent and objective advise. We believe capital markets are priced efficiently and therefore, attempts at stock picking and market timing are misguided. We believe the best way to invest is to capture market returns through proper globally diversified asset allocation and a low-cost indexed investment strategy.
Retirement Benefits Rank
Below Market
PLUSTICK PARTNERS LLC
PLUSTICK PARTNERS LLC
Charlottesville, Virginia
1-24 employees
Plustick Management is an opportunistic, event-driven alternative investment firm. Its mission is to generate strong absolute returns over a long period of time. Plustick focuses on a limited number of ideas and employs a flexible style across equity, credit, and high yield, seeking to capitalize on opportunities across sectors and security types. Common across Plustick investments is a return profile deemed to be open-ended, and with an identified upside possibility of 2x or more. Investments are typically found in companies with overlooked, misunderstood, or underestimated assets; businesses in areas undergoing significant change; situations with 'maximum pessimism' created by operational or financial distress; and entities at financial or operational inflection points.
Retirement Benefits Rank
Market Leading
CENTER FOR AMERICAN ENTREPRENEURSHIP
CENTER FOR AMERICAN ENTREPRENEURSHIP
Great Falls, Virginia
1-24 employees
CAE is a nonpartisan research, policy, and advocacy organization that works with policymakers in Washington and across the country to enact public policies that promote new business formation, survival, and growth.
Retirement Benefits Rank
Market Leading