Hastings Equity Partners LLC

Bogle Investment Management is an employee-owned investment boutique based in Newton Lower Falls, MA, founded in 1999. The firm focuses on delivering value to a select group of institutional clients by leveraging innovative investment ideas across global markets. With a commitment to transparency and compliance, Bogle provides general information about its services but does not offer personalized investment advice or solicit securities transactions. The firm emphasizes the importance of reviewing detailed offering memorandums prior to any investment decisions, especially regarding risks and liquidity limitations. Generated from the website

Heritage Partners is one of the leading private investment firm specializing in the acquisition and equity-based recapitalization of private, family owned businesses. Since 1987, the Partners have assembled a diversified portfolio of nearly 50 investments with revenues in the billions of dollars. Heritage Partners portfolio is divided into three funds, the Heritage Fund I, Heritage Fund II and Heritage Fund III. The firm's fundamental objective is to invest preferred and common stock, on a minority or majority basis, in mature, successful companies with revenues of $50 to $500 million. Industries of particular interest include healthcare, consumer products, food and beverage, distribution, light manufacturing and media. Heritage Partners is headquartered in Boston.

Stockwell Wealth Management, located in the heart of Boston, MA, is a beacon of financial expertise and guidance in the bustling city. With a team of seasoned professionals dedicated to helping clients navigate the complexities of wealth management, this firm stands out for its personalized approach to financial planning. Whether clients are seeking retirement strategies, investment advice, or estate planning, Stockwell Wealth Management offers tailored solutions to meet their unique needs and goals. What sets Stockwell Wealth Management apart is their unwavering commitment to transparency and integrity in all client interactions. By fostering a culture of trust and open communication, the team ensures that clients feel empowered and informed every step of the way. With a deep understanding of the ever-changing financial landscape, Stockwell Wealth Management equips individuals and families with the knowledge and tools needed to secure their financial future with confidence. Generated using this place's available information