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CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services. Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members.
The globally operating Geberit Group is a European leader in the field of sanitary products. Geberit operates as an integrated group with a very strong local presence in many countries, providing unique added value in sanitary technology and bathroom ceramics. The Group is headquartered in Rapperswil-Jona, Switzerland, with a production network encompassing more than 30 production facilities. In North America, Geberit provides concealed systems for wall-hung toilets and fixtures. Geberit systems improve the look of any bathroom by hiding unsightly plumbing hardware. Replacing a standard toilet with the Geberit system results in more usable space, improved hygiene, and better accessibility. The unique dual-flush valve saves water and is practically maintenance-free. Geberit also offers cable-controlled bath waste and overflows in a variety of designer finishes. Critical working parts are outside the waterway, ensuring years of trouble-free operation. With more than 12,000 employees in over 40 countries, Geberit generates net sales of CHF 2.6 billion. The Geberit shares are listed on the SIX Swiss Exchange; since 2012, the Geberit share has been included in the SMI (Swiss Market Index).
The Siegfried Group is a Philadelphia, PA-based company in the Business Services sector.
MotoRad Ltd. is a global manufacturer of automotive components, specializing in thermal management systems. Established in 1958 and originally known as Fishman Engineering Ltd., the company is now owned by Fortissimo Investment Funds and employs 156 people. In 2025, MotoRad reported an annual revenue of $28.7 million, with Matt Buchholz serving as CEO. The company develops and manufactures a range of thermal management solutions, including thermostats, caps, and sensors. These products are designed for internal combustion engines, hybrid vehicles, plug-in hybrids, and battery electric vehicles. MotoRad serves automotive OEMs, aftermarket distributors, and industrial applications, ensuring a high level of product availability and a 97.81% global fill rate to meet customer needs. The company emphasizes innovation and collaborative work environments, focusing on employee development and technological advancement.
Oakbridge Insurance is a prominent independent insurance and risk management agency with over 100 years of experience. Founded with a mission to enhance the insurance industry through community-focused service, Oakbridge combines the flexibility of an independent agency with the resources of a larger brokerage. As of 2023, it operates under Audax Private Equity, providing a range of commercial and personal insurance solutions. The company specializes in commercial property and casualty insurance, employee benefits, surety bonds, personal property and casualty insurance, and risk management services. Oakbridge operates through a partnership model, having expanded from four founding agencies to 13 partner firms by 2022, employing 280 people. The agency fosters a collaborative culture, emphasizing trust and long-term relationships with clients. In 2022, Oakbridge was recognized as a Top 100 Property/Casualty Agency by *Insurance Journal*, highlighting its strong position in the industry.