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Bigelow is the M + A Advisor exclusively for owners of high-performing private companies — Entrepreneur Owner-Managers with their skin in the game. Our scrappy boutique firm behaves as one collaborative team. Leveraging our independence and exclusive EOM focus, we have helped hundreds of clients build and capture Enterprise Value while respecting their values, their legacy and the intersection of their professional and personal goals. Frequently our work with clients goes on for years in advance of a wealth-building transaction. Unlike virtually all of the firms with which we compete, we are independently owned. We have only one source of revenue — our Entrepreneur Owner-Manager clients. No referral fees. No investing, trading, lending, or underwriting. No buy-side advisory. No products to sell. No conflicts. We aspire to be completely aligned with achieving our clients potential, striving endlessly to be masters of our craft.
TD Bank Group is a prominent North American financial services institution, operating as Toronto-Dominion Bank in Canada and TD Bank, N.A. in the U.S. Headquartered in Toronto, Canada, it serves over 27 million customers through a wide range of retail, commercial, and investment banking services. Founded in 1855, TD has become one of Canadas "Big Five" banks and ranks among the top-10 global banks by market capitalization, with assets exceeding C$1.9 trillion. The bank offers various services, including personal and business banking, wealth management, and capital markets. Retail banking services encompass checking and savings accounts, mortgages, and credit cards, while commercial banking includes business loans and cash management. TD also provides investment advisory and insurance products through its wealth management division. With a strong digital presence, TD offers mobile banking and AI-driven financial tools. Its U.S. operations feature over 1,100 branches, emphasizing convenience and tailored solutions for retail customers, small businesses, and institutional clients.
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.
BenefitHelp brings a menu of innovative solutions to help employers control costs and achieve a healthier, happier, more productive workforce. We use proven processes and technologies that help employers communicate, enroll, and administer their employee benefits programs. BenefitHelp has a range of services that address the entire benefit package, multi-media communication tools like the BenefitMOVIE www.BenefitMOVIE.com, multiple enrollment solutions, and a full benefit administration systems. Todays environment mandates that employers and employees become more educated consumers of Health Care & Benefit Plans. Our goal is to enhance the value of businesses by providing them innovative solutions that bring cost savings, education and benefit enrichment. As stated by Mark Holland, CEO,: "With our service everybody wins. Employers benefit because the employees better understand and appreciate their benefit package, as well as how much the employer spends; and employees benefit because they now understand and appreciate their benefits and how to use them." Studies show that people generally remember 10% of what they read, 10% of what they hear, 30% of what they see, and 50% of what they see and hear. Our multimedia approach provides the optimal solution because employees are reading, seeing, and hearing about their benefits. Visit us: www.BenefitHELP.com www.BenefitHELP.com/HowWeHelp.aspx www.BenefitMOVIE.com