CLOs on the Move


 
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Cohen & Co

Cohen & Co is a professional services firm based in Cleveland, Ohio, founded in 1977. With over 800 employees across 15 offices in eight U.S. states, the firm specializes in tax, assurance, and advisory services. Its diverse client base includes privately held companies, public and private investment funds, fund advisers, and Fortune 1000 multinational enterprises. Recognized as one of the top 100 accounting firms in the United States by annual revenues, Cohen & Co fosters a disciplined culture focused on delivering results and personal commitment to clients. The firm emphasizes employee development and community involvement, partnering with institutions like Youngstown State University. Its service offerings include comprehensive tax planning, audit and assurance engagements, and consulting on business strategy and operational improvements, tailored to various industries such as investment management and multinational corporations.

Advia Credit Union

Advia Credit Unions mission is to provide financial advantages. We look to proactively seek the quickest and easiest solutions available for members to maximize the financial value provided to them. Our name means something – we provide advice, we are member advocates, and we offer advantages. We do this via innovative financial solutions. Advia Credit Union became official on January 1, 2014, but our story began long before that. Advia Credit Union is the result of a powerful partnership between two very healthy and thriving credit unions - formerly First Community Federal Credit Union (originated in 1938) and E & A Credit Union (originated in 1935). Headquartered in Kalamazoo, Michigan, our 28 full-service branch locations and over 35,000 CO-OP and Alliance One fee-free ATM & Video Teller Machines keep growing. Advia offers easy-access financial solutions to to anyone who resides, works, worships, or attends school within the lower peninsula of Michigan as well as a growing number of counties in Wisconsin (Dane, Green, Jefferson, Kenosha, Milwaukee, Racine, Rock, Walworth, and Waukesha) and Illinois (Boone, Cook, DuPage, Kane, Lake, McHenry, and Winnebago). Our credit union is chartered by the state of Michigan. Living to Advia Credit Unions core values has helped to position us within the top 3% of credit unions nationally in terms of financial soundness and asset size. Now serving over 200,000 members with assets over $2 Billion, we are poised to bring even better advantages to our communities and members. Experience the advantage via innovative financial solutions. Advia is an Equal Opportunity Lender. Federally Insured by NCUA. Core Values: Act with Integrity - Drive Progress - Build & Strengthen Relationships - Keep People at the Core

Miller Engineering

Miller Engineerings design and consulting team provides over 100 cumulative years of construction and design experience, which will ensure the success of your project.

A La C.A.R.T.E. CFO Advisory, Accounting & HR Solutions

Most businesses tackle accounting issues by hiring internally. Thats a mistake. Résumés are misleading. No candidate will fit long term. (Unicorns dont exist.) Recruiting is costly, slow, and unreliable. The results? * Inevitable turnover * Personality vs. company culture misaligned * Lack of proper training, management, and accountability Theres a better way to tackle this issue—with a dedicated financial SWAT team. Hi, Im Shirley Wiliani. Im the founder of A La C.A.R.T.E. Solutions. We serve businesses whose existing accounting infrastructure is hindering growth and profitability. WHO ARE OUR CLIENTS? Our clients are founders, business owners, and CEOs of privately held companies. They have annual revenues of $5M–$50M. WHAT PROBLEMS DO WE SOLVE? We help clients who: * Cant make decisions confidently due to inaccurate or untimely information * Lack high-level financial expertise * Have inefficient, paper-based processes * Use ancient, on-premises vs. cloud-based technology * Struggle with turnover WHAT DO YOU NEED? We provide: * Accounting and reporting (bookkeeping, financial statements, audit prep, bill pay) * CFO advisory (cash flow, budgeting, forecasting, process improvement, KPIs, due diligence) * Technology conversions (system implementations, data migrations) * Specialty services (SOPs, infrastructure evaluations) WHAT DO YOU GET? * Increased profits and cash flow * Increased credibility with banks, investors, and stakeholders * High-level financial expertise * Ability to make confident, timely business decisions * Reduced CPA fees * Ability to forecast and plan WHY US? We dont bill hourly. We bill flat monthly fees. You dont pay for time. You pay for results. READY TO TAKE THE NEXT STEP? Schedule a 45-minute discovery call: https://www.alacarte-solutions.com/discovery-call/ Together, we will: * Review challenges * Discuss goals * Assess resources * Consider timing/budget Do you have a financial SWAT team?