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Founded in 2007, TZP Group is a private equity firm managing $1.4 billion of committed capital with a focus on investments in the form of buyouts, build-ups, growth equity, and recaps in lower middle-market business and consumer services companies with enterprise values up to $250 million.
DVI is a team of investment counselors, independently owned for 40 years. We serve high-net-worth investors that have done an excellent job accumulating wealth, but want our help managing it. We also provide asset-management services to a wide range of institutional investors. The DVI investment philosophy emphasizes risk management. Whether a client opts for an equity, fixed income or balanced portfolio, the goals are always similar: consistent returns, lower volatility, and downside protection. Ours is a "Quiet Quality" approach to investment management: people of integrity, acting in our clients` best interests ... helping them plan for the future ... protect what they have worked so hard to attain ... and prosper today and for generations to come.
George Smith Partners is a Los Angeles, CA-based company in the Financial Services sector.
Sevenoaks Capital Inc. is a Toronto, ON-based company in the Financial Services sector.
Halbert Wealth Management is a Austin, TX-based company in the Financial Services sector.