Spectrum Equity Investors, LP

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.

Lincoln Investment Planning operates a widespread network of financial advisors across the United States, overseeing assets in over 31 states. Their local office in Beverly, MA, offers comprehensive financial services including retirement and estate planning, as well as annuities and insurance solutions for individuals and businesses seeking to achieve long-term financial objectives. With a focus on assisting clients with their financial goals, Lincoln Investment Planning's team of experienced professionals provides personalized guidance and support in navigating the complexities of wealth management. Whether planning for retirement or safeguarding assets through insurance, their services cater to a diverse range of financial needs within the local community. Generated from their available business information

Lese Investments, based in Boston, MA, managed the CGM Funds, which included the CGM Focus Fund, CGM Mutual Fund, and CGM Realty Fund. In September 2022, it was announced that the investment adviser would cease operations, leading to the liquidation of all funds by November 30, 2022. Shareholders were advised about the potential tax implications of the liquidation and were provided with instructions for handling their accounts, including options for redeeming shares and managing tax reporting. The funds were officially closed to new purchases, and shareholders were informed about the distribution of liquidation proceeds. Generated from the website