Meridian Investments Management

The Cambria Group is a private equity firm based in Redwood City, CA, specializing in acquiring and investing in small and mid-sized businesses across a diverse range of industries and geographies. With a focus on companies that have established operating histories, Cambria emphasizes a collaborative approach, working closely with management to enhance the value of the enterprises they support. Since its founding, Cambria has successfully invested in over 300 business platforms and numerous add-on acquisitions, earning a reputation for thoughtful analysis, fair dealing, and integrity. The firm engages in various investment modalities, including leading transactions as a private equity sponsor, backing high-potential executives, and co-investing alongside other lead investors in leveraged buyouts, growth equity, and venture investments. Generated from the website

Cerity Partners is a national, full-service Wealth Management firm. We fulfill the needs of Individuals & Families, Businesses, and Nonprofit Organizations though Financial Planning, Business Owner Advisory, Cross-Border Financial Planning, Investment Solutions, Estate & Gift Planning, Tax Planning & Preparation, Retirement Plan Advisory, Financial Wellness Coaching, Executive Financial Counseling, and more. Our team of highly qualified individuals offer one-on-one support and objective advice for every aspect of your financial life. Curious about learning more? Let's talk.

Established in 1989, KASPICK & COMPANY specializes in the management and administration of planned gifts. The company serves educational, medical and religious organizations in the United States. It manages more than $3 billion of assets. KASPICK & COMPANY also offers policy and practice consultation services. The company performs administrative functions, including document review, asset transfer coordination, payment processing, tax preparation and gift annuity regulatory filing. It offers a range of accounting packages for recording gifts in financial statements. The company is a part of TIAA-CREF, which is a provider of retirement services for individuals and institutions in the academic, research, philanthropic and cultural fields. KASPICK & COMPANY has a quarterly newsletter that provides research and analysis on current topics.