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Founded in 2001, we helped pioneer an asset-based private equity approach to investing in the dynamic energy sector. Based in Boston, our investment team seeks midstream, power and production opportunities with substantial growth potential, significant current income and meaningful downside protection, typically on a proprietary basis. We employ a hands-on value creation strategy that utilizes our in-house technical, operational and commercial specialists as well as our 850+ person asset management affiliate.
ESU Credit Union is a Chicago, IL-based company in the Financial Services sector.
Pinnacle Investments is a boutique firm established in 1995 by Gregg Kidd and Dan Raite. Together they have over 50 years of experience in the brokerage industry having spent 10 years together as producers at a wirehouse before launching Pinnacle Investments. From very humble beginnings the firm`s assets have grown to over $1.4 billion. As an independent firm, Pinnacle offers an open architecture platform and state-of-the-art technology through its relationship with First Clearing, a Wells Fargo Company. We`ve grown to become one of the largest independent full-service investment firms in Central New York. Pinnacle`s success is attributable to its ability to provide a personalized approach to investment management and client service while offering the same investment products and protections available at larger financial institutions. Our wide array of services includes financial planning, asset management, traditional brokerage, and employer-sponsored retirement plans.
Applied Systems is a leading provider of software that powers the business of insurance. Recognized as a pioneer in agency management systems, insurance organizations rely on the company’s software to manage their clients and policies in a consistent manner to minimize risk, reduce operating expenses, and drive sustainable growth and profitability. Leading the industry in technology innovation, Applied Systems has been at the forefront of data exchange between agencies, brokers, carriers and their clients. Today, the company has more than 1,200 employees with customers throughout the United States, Canada and the United Kingdom.
Cinfed Credit Union is a Cincinnati, OH-based company in the Financial Services sector.