Grand Street Capital Ri

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.

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

Integrated Financial Services, based in New Bedford, MA, provides secure and reliable technology-driven solutions for financial services, leveraging the platform offered by CountingWorks Inc. Their features include eSigning, file sharing, email newsletters, and appointment setting, which are designed to facilitate efficient management of clients' documents and information. The company emphasizes client control and ownership of their personal files while maintaining strict compliance with applicable laws and intellectual property rights. Integrated Financial Services is committed to prioritizing user safety and ongoing service improvement through regular updates, though they do not universally guarantee complete reliability. Generated from the website