CB Brooks Inc

Parsons Capital Management, based in Providence, RI, is one of the largest independently owned investment management firms in the region, boasting over $2 billion in assets under management as of December 31, 2024. With a rich history spanning 30 years, the firm provides tailored investment services to individuals, trusts, foundations, institutions, and retirement accounts. The team at Parsons Capital Management believes that successful asset management is derived from their collective experience across various market cycles, coupled with extensive market analysis and a deep understanding of client financial needs. They are committed to delivering sound investment strategies that navigate the complexities of today's financial landscape. Generated from the website

Fortis Management Group, established in 2005 and located in Waltham, MA, specializes in providing family office services to ultra-high net worth families. Committed to integrity and transparency, the firm empowers clients to make informed financial decisions through ongoing strategic analysis and customized client service. With a team of expert generalists, Fortis focuses on clear communication and seamless implementation of financial strategies, ensuring their clients' interests are always prioritized. Their comprehensive suite of services includes cash management, investment oversight, risk management, and philanthropy, all aimed at serving the evolving goals of families. Generated from the website

Established in 1999, Audax Group provides a range of investment services for middle market companies. It manages capital through private equity, mezzanine and senior secured debt and affiliate funds. Audax focuses on investing in companies with leading market positions and superior management teams. It maintains a staff of more than 90 investment professionals. The company s partners include public and private funds, preeminent endowments and foundations, financial institutions and investors.