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CAI is a private equity firm with a strong focus on the Canadian lower middle market. With over three decades of experience and a track record of investing $1.6 billion in private equity, CAI has established itself as a trusted partner for founder-owned businesses. Their sustainable approach to value creation involves driving growth by adding talent, professionalizing processes, investing in infrastructure, and identifying expansion opportunities in business services or specialty manufacturing sectors. With deep roots in Canada, CAI leverages its longstanding relationships and reputation within the close-knit Canadian business community to accelerate growth for each of their portfolio companies. They seek control positions in founder-led businesses and prefer companies with a Canadian presence. Their team of experienced professionals, led by partners Curtis Johansson, Tracey McVicar, Ashton Herriott, and principal Trevor Riback, brings a wealth of expertise and a commitment to building market leaders.Generated from the website

Established in 1952, Edgar, Kiker & Cross PC is a certified public accounting and financial consulting firm. Based in Beaumont, Texas, the firm caters to individuals and business clients in the southeastern Texas region. It provides a wide range of services, including personal financial issues, individual/corporate tax returns, retirement/estate/college planning, auditing, accounting, compilation of financial statements, special financial reporting for governmental entities and budgeting analysis among others. Additionally, the firm offers a complete line of financial services through its divisions, EKC Advisors, LLP and EKC Financial Group, LLP. Edgar, Kiker & Cross PC is a member of the American Institute of Certified Public Accountants, Texas Society of Certified Public Accountants, The Financial Planners Association, American Society of Appraisers and Better Business Bureau.

Triangle Financial Planning is a reputable financial services firm based in Beaumont, TX. Specializing in comprehensive financial planning, the company offers a range of services to help clients achieve their financial goals. With a team of experienced professionals, Triangle Financial Planning provides personalized advice and solutions tailored to each client's unique needs and circumstances. Whether individuals are planning for retirement, investing for the future, or managing their wealth, the firm is dedicated to helping clients navigate the complexities of financial planning with confidence. Generated from their business information