Financial Services

A listing of some of our banking and financial services clients including hedge funds, commercial and community banks as well as private equity firms. 


A listing our non-profit clients that cover everything from social chage to educational reform.


A listing of our educational organizational clients from charter schools to educational reform institutions.

Financial Services

A listing of some of our Financial Services clients including hedge funds, commercial and community banks.


Automatic Data Processing, Inc. (NASDAQ: ADP) is one of the world's largest providers of business outsourcing solutions

adp-logo.jpgLeveraging over 60 years of experience, ADP offers a wide range of human resource, payroll, tax and benefits administration solutions from a single source. ADP's easy-to-use solutions for employers provide superior value to companies of all types and sizes

Alma Bank

Alma Bank offers personal and commercial banking services. The bank was founded in 2007 and is based in Astoria, New York.

alma-bank-logoAlma Bank has gained a reputation for serving the needs of the communities they serve by emphasizing the importance of personal banking. they employ a highly qualified and professional staff and offer a wide of variety products and services. Their passion to innovate and to create has been driven solely on the entrepreneurial spirit of their people, and the out-of-the-box approach of their entire institution. Part of their success derives from knowing the precise value of opportunity and knowing when to execute.

Bank of New Hampshire

Founded in 1831, Bank of New Hampshire has been a mutual banking organization focused on our depositors and accountable to our communities.

Bank of New Hampshire LogoThey gather our deposits from local sources, and we make loans to finance local businesses, properties and individuals. Bank of New Hampshire has been serving New Hampshire customers longer than any other New Hampshire-based bank."

Bay Cities Bank

A wholly owned subsidiary established in November of 1999. Bay Cities Bank takes a different approach to banking.

As a community bank, Bay Cities Bank believe in supporting the people and businesses that help our community thrive. Inspiration and ambition signal success as much as a bulging bank account. That's why they go out of their way to help the organizations, professionals and local business people in the community get the financial products and services they need.

Carl Marks

A middle-market merchant bank led by professionals with diverse, real-world experience, specializing in principal investing and advisory services.

Carl Marks LogoFor three generations, Carl Marks has carried on its enduring history of creating value through clear thinking, thoughtful strategy, creative advice, and adept execution of plans, all built on a solid foundation of hard work, integrity, and values that have endured over time.

CM Equity Partners

A private equity investment firm that makes controlling investments in middle-market companies operating primarily in the United States and Canada. CMEP also makes minority investments in certain situations.

cm-equity-partners.pngSince 1993, they have completed over 40 acquisitions, including private and public companies, subsidiaries of public companies, and companies operating in a bankruptcy process. These portfolio investments are comprised of platform companies and multiple strategic add-on acquisitions.

Congressional Bank

A local community bank serving Maryland, the District of Columbia, and Virginia, with the expertise and capacity to serve institutional clients across the country.

congressional-bank-logo.jpgCongressional Bank assists local and national businesses in meeting all of their financial needs by providing creative and flexible solutions.

Energy Investors Funds

EIF was founded in 1987 as one of the first private equity fund managers focused on the independent power industry.

eif-logo-225-225.jpgEIF’s investment strategy is to create diversified portfolios of energy infrastructure related assets across the power generation, transmission, and midstream sectors that are expected to provide superior risk-adjusted equity returns with current cash flow and capital appreciation.

Equilibria Capital Management

Equilibria Capital Management is an alternative asset management company and is headquartered and operates in Hamilton, Bermuda and has branch offices in Geneva, Switzerland.

logoThe Firm’s flagship fund, the EQC Global Opportunities Fund Ltd. is a macro-driven Fund which aims to identify and exploit mispricings across and within asset classes. The Fund invests (both long and short) in a combination of equity, fixed income, derivatives, currencies and commodity-linked securities on a global basis. The Fund was launched in March of 2009 as a BVI company and was re-domiciled into Bermuda in Q1, 2011.

The Equilibria team is composed of highly experienced investment professionals who have spent their careers at leading global financial institutions. Equilibria Capital Management is committed to maintaining a culture of integrity, transparency and investment excellence.

Fidelity Bank

One of the oldest and continually growing independent, local community banks in Central Massachusetts.

fidelity-bank-logo-600x600.jpgFidelity has received a “5-Star” rating from BauerFinancial, Inc., the nation’s leading independent bank rating and research firm. Fidelity earned this rating by excelling in the areas of capital adequacy, profitability and asset quality. In addition, Fidelity has been named one of the Top Places to Work in Massachusetts by the Boston Globe for three consecutive yea

Fieldpoint Private Bank & Trust

Fieldpoint Private Bank & Trust offers clients access to a unique combination of customized private banking, highly responsive business banking, boutique investment management, innovative trust solutions and personalized family office services.

Fieldpoint Private Bank & TrustOur firm is built on a philosophy of exclusive Membership and client–centricity. Focusing on select relationships ensures a true commitment to impeccable service and consistently flawless execution. This Membership–oriented service approach provides an exceptional client experience crafted to your individual financial needs.

First National Bank of Sioux Falls

Since 1885 they have been helping consumers and businesses in Sioux Falls and the surrounding communities. Their experience as one of the oldest and largest independent financial institutions in South Dakota assures you the professional advice and trust that has met the test of time.

fnbsf-logo-400x400.pngFirst National Bank of Sioux Falls are proud to say that their financial strength, technological sophistication, and exemplary service culture have proven that The First National Bank in Sioux Falls is more than just a bank. They are a community leader and a time-tested resource, an organization of people who care deeply about their community, their customers, and one another.

Guilford Savings Bank

Guilford Savings Bank has been serving the financial needs of individuals, families and businesses on the Connecticut shoreline for over 135 years.

Guilford Savings BankFounded in 1875 by local business owners, Guilford Savings Bank (GSB) has proudly stood as a trusted institution in the communities they serve. Starting with a seventeen thousand dollar investment and one branch on the picturesque Guilford town green, GSB has grown to a seven-office, $500 million bank.

GSB is a mutual savings bank; no capital stock is issued or outstanding. This allows them to focus on serving the specific needs of their customer, not on increasing shareholder value. This customer focus is what sets them apart from other financial institutions.

Harvest Partners

Founded in 1981, is an established private equity firm with a 30+ year history of investing in middle-market companies. c 

Harvest PartnersHarvest Partners invests across four industry verticals, backing high quality management teams to acquire and build growing businesses.

Hastings Management

A specialist manager of infrastructure equity and debt investments.

hastings-logo.pngEstablished in 1994, they have steadily grown their funds under management to approximately A$7.1 billion as at 31 December 2012. Their core objective is to source and invest in infrastructure assets that have the capacity to return superior value to their investors.

Investor Growth Capital

Investor Growth Capital U.S. focuses upon the Healthcare and Information Technology sectors within North America.

Investor Growth Capital LogoSince the launch of our U.S. venture capital operation in 1995 we have invested $1.5 billion in over 100 companies.  We believe Investor Growth Capital U.S. brings several unique assets to a relationship with a rapidly growing company

Kennebunk Savings

Founded in 1871, Kennebunk Savings is a mutual savings bank and a true community bank serving southern Maine and seacoast New Hampshire.

Kennebunk Savings offers a full range of business and personal financial products, technology enhanced access, uncommonly responsive service, and the highest level of commitment to the communities it serves.

Kroll Bond Rating Agency

Kroll Bond Rating Agency, a Nationally Recognized Statistical Rating Organization (NRSRO), was established by Jules Kroll to restore trust in credit ratings by establishing new standards for assessing risk and by offering accurate, clear and transparent ratings.

kroll-logo.jpgKBRA provides the investment community with an authoritative and informed alternative by delivering ratings designed to meet the highest standards for accuracy and timeliness.


LearnVest is a unique personal finance platform that combines accessible content, best-in-class online tools.


Through its subsidiary LearnVest Planning, provides high-quality, fee-based financial advisory services delivered by Certified Financial Planners™. Since launch, LearnVest has raised over $25mm in venture-financing (led by Accel Partners) and been awarded numerous accolades, including one of Time’s "50 Best Websites of 2011" and back-to-back Best of Show awards at FinovateFall 2011 and 2012.


Madison International Realty

The leading liquidity provider of real estate investors worldwide.

Madison International RealtyFounded in 1996, Madison is a real estate private equity firm focused on providing secondary equity capital for Partner Replacements and Recapitalizations of Class A properties and portfolios located throughout the U.S., U.K., and Western Europe.

Madison acquires illiquid ownership interests and provides new equity to existing investors seeking liquidity.