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BayBoston is a private equity manager that invests in companies in the U.S. and Latin America with a focus on financial services. BayBoston is a minority-owned private equity firm that invests in companies located in the United States, Latin America and select geographies. Founded in 2013, we view diversity and inclusion as a key strategic asset both within our portfolio companies and at BayBoston. We seek to maximize the value of our investments for our investors, the communities that our companies serve, and the workforces that serve these communities. We target growing companies in select industries and market verticals with a focus on financial services. We aim for predictable returns by disciplined investing and active management. BayBoston sponsors companies that need capital and a strategic partner to create a higher level of value for its customers, workforce, and community. We empower the management teams of our portfolio companies by providing capital and promoting a value creation approach. Our value creation approach is based on executing growth-oriented business plans, operational improvements, and transformational technology to drive organic growth as well as to find merger & acquisition opportunities that accelerate growth. We take a customer-centric platform building view with our portfolio companies.
Automated Data Systems Inc is a Hickory, NC-based company in the Financial Services sector.
Black Hills Federal Credit Union is a Rapid City, SD-based company in the Financial Services sector.
Three simple words say it all: Listen. Solve. Do. That`s why clients choose Berdon and that`s why clients stay with us, many for decades and across multiple generations. Our clients know, as do the many bankers, attorneys and other professionals who refer their clients and colleagues to us, that the Berdon team will listen to their issues, solve their problems, and execute the solution to the highest degree. With that mantra of Listen, Solve, Do, Berdon`s professionals keep to the highest standards, deliver technical excellence, and exhibit professionalism in all that we do, in a culture that fosters teamwork and innovation. These principles have been the cornerstone of Berdon since our founding in 1917 and have propelled Berdon to national prominence. There are no technical silos at Berdon. Teamwork is the basis for our shared growth and excellence as well as the source of client satisfaction. We bring our collective expertise to bear on the client`s behalf. With two offices - one in Manhattan and one on Long Island - we do not wait for answers or experts from distant offices to respond to a client issue. This concentration of talent, combined with the collegial atmosphere of the firm, allow us to be nimble and responsive to client issues.
Were an all-in-one, holistic insurance & financial planning firm with an RIA, broker-dealer, broker-age general agency and point-of-purchase organization.