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Summit Financial Strategies is a Columbus, OH-based company in the Financial Services sector.
Crosswinds is a publicly traded private equity firm and asset manager targeting strategic and opportunistic investments in the financial services sector with a particular focus on the insurance industry.
Central Minnesota Credit Union is a member-owned financial cooperative with locations in Albany, Avon, Belgrade, Cold Spring, Freeport, Grey Eagle, Holdingford, Little Falls, Long Prairie, Melrose, Moorhead, New York Mills, Paynesville, Perham, St. Joseph, and Sauk Centre. CMCU was chartered under the philosophy of `people helping people`. We are committed to serving our communities by sponsoring events, volunteering and contributing to local organizations. We offer services such as checking, savings, internet and mobile banking, auto and rec vehicle loans, mortgage loans, farm and business loans, remote deposit for businesses, Health Savings Accounts, retirement accounts, investments and more.
Generational Equity and its professionals work with middle-market business owners who are contemplating a sale or seeking merger and acquisition opportunities. We assist owners in all areas of stock or asset sales, mergers, or divestitures. Our highly experienced Merger and Acquisition specialists provide insight and strategies on such matters as: When is the right time to sell? Should all or part of the business be sold? Is the company ready for sale, or should the focus be on building value for a future sale? We regularly conduct informational one-day conferences that provide business owners with an overview of the process necessary to successfully sell a private middle market business for maximum value. The information presented in the conference is a vital part of a strategy to ultimately sell your business for the highest possible price. Our seasoned M&A professionals can help the business owner anticipate challenges and understand what needs to be done at every juncture of a transaction. For every client that goes to market, we prepare a customized marketing strategy that presents the business to the most appropriate potential buyers while maintaining strict Client confidentiality.
Preferred Services is a Fair Oaks, CA-based company in the Financial Services sector.