Velocity Equity Partners

Boston Financial Management provides wealth management and investment advisory services for individuals, families, endowments, and not-for-profit organizations. We were founded to answer the unique challenges that come with wealth, and continue to provide solutions to our clients most important financial questions.

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.

Progress Partners is a full-service investment bank based in Boston, MA, focusing on building value for the digital future through strategic mergers, acquisitions, and capital solutions. With a proven track record of billions in transactions and deep expertise across various sectors, including automotive, cybersecurity, and digital media, the firm employs a dedicated team of experienced bankers and advisors to deliver creative solutions and strategic advice tailored to their clients' needs. With over 20 years of experience, Progress Partners has been instrumental in navigating the rapidly evolving landscape of technology and market digitization. Their commitment to understanding client businesses at their core enhances their ability to facilitate successful exits and growth strategies, all while leveraging an extensive network of industry veterans to ensure optimal outcomes. Generated from the website