Strategic Financial Services

Frontier Capital Management Company is a full-service provider of investment management services for commercial and industrial customers. Founded in 1980, the company has a staff of trained and certified professionals who offer fundamental research, consulting, marketing and client services. It provides investment strategies for medium- and large-sized industries. Frontier Capital Management Company offers finance and compliance management services for its clients. The company provides various processes, such as capital appreciation and growth strategies. It is affiliate of Affiliated Managers Group, which is an asset management company. Affiliated Managers Group offers more than 300 investment products. Frontier Capital Management Company additionally offers small capital valuation services.

Waldorf Capital Management, operating under WhaleRock Point Partners LLC, is dedicated to providing tailored financial solutions to private clients and businesses. Located in Providence, RI, the firm specializes in comprehensive retirement solutions and investment insights to meet the unique needs of its clients. With a team of experienced professionals, Waldorf Capital Management prioritizes personalized service and strategic planning to help clients navigate their financial journeys. The firm’s commitment to excellence is evident in its approach to both private and business financial management. 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.