Brooks Shelton A

Knickerbocker Advisors Inc. is an independent wealth management firm based in New York City, providing fee-only investment counseling, comprehensive financial planning, wealth management, and trust and estate services. With a focus on long-term financial well-being, they offer objective and practical advice to help clients make better financial choices. Their services include investment management, retirement planning, estate and trust planning, cashflow and tax planning, and risk management insurance, ensuring that all financial assets work together holistically to meet clients' goals and increase their financial well-being.Generated from the website

ABOUT HB EQUITY HB Equity Partners we seek to invest in small companies alongside management teams who are committed to building significant value in their businesses. As partners with management we draw on our financial and operational skills to help identify untapped cash flow potential, drive operating efficiencies and grow the businesses. We take the time to understand the unique challenges and opportunities of each of our companies before we invest. We share our goals for the business with the management teams so that our managements have no surprises when the investment is completed. Honesty is a keystone in our relationships with our management teams. We are flexible in our approach to a transaction as it relates to timing and structure. Our backgrounds include working with companies in regulated industries and companies with complex structural issues. We can complete the most challenging transactions and, in fact, welcome the opportunity to work with management teams in even the most complex businesses or situations. With over 40 years of collective private equity and investment experience and involvement with over 150 companies, we bring the breadth of our knowledge and relationships to our businesses to increase the bottom line. We are strong believers in a team approach, but leave the day to day operations to our management teams. Our Partners work directly with portfolio companies to help them realize their potential and are patient in supporting their success. We work tirelessly on behalf of our portfolio companies, learning every facet of their business and supporting their growth through our knowledge, networks and time commitment.

Robert Garrett & Sons in New York specializes in connecting clients with the perfect buyer or assets tailored to their specific needs. With a personalized approach, they prioritize individual goals and considerations to maximize outcomes, serving as trusted advisors throughout the process. Generated from their website's infomation