CLOs on the Move


 
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Carrington Fox

Carrington Fox is a boutique executive search firm founded in 2001, based in New York City. The company specializes in human capital solutions for global financial markets, focusing on executive and contingent search mandates. With a team of approximately 25 to 50 employees, Carrington Fox generates an estimated annual revenue between $5 million and $25 million. The firm serves clients in investment banking, private equity, hedge funds, tax, accounting, and quantitative analytics. They emphasize long-term partnerships, aiming to understand client needs and candidate aspirations deeply. Carrington Fox is known for its niche expertise in front-office financial roles and quantitative disciplines, providing tailored recruitment processes with a commitment to confidentiality and efficiency.

DUAL North America

DUAL North America is a prominent independent underwriting organization based in the United States, part of the global DUAL Group. Established in 2013, it has become a leading program administrator in the insurance sector. The company operates under the Howden-owned DUAL Group, which is recognized as one of the largest managing general agents worldwide, with a presence in 21 countries and over $3.5 billion in gross written premium. The company specializes in expert underwriting solutions across various insurance lines, including commercial property, casualty, financial lines, and surety. DUAL North America offers more than 40 unique products tailored to meet diverse client needs. It also features a robust online platform that enables appointed producers to quote, bind policies, and manage documents digitally. With a network of over 11,000 brokers globally, DUAL North America serves a wide range of clients, from small businesses to large fleets, particularly in regions like California and Texas.

Sensiba LLP

Sensiba LLP is a prominent accounting and business consulting firm based in Pleasanton, California. Recently rebranded from Sensiba San Filippo LLP, the company focuses on providing a wide range of services, including audit, tax, and accounting services, as well as business consulting and tax advisory services. With a revenue of $77.3 million and around 390 employees, Sensiba is committed to enhancing business performance for its diverse clientele. The firm has received several accolades, including recognition as a Top 100 Firm by Accounting Today and being named a Top Workplace in the USA. Sensiba is also a Certified B Corporation, reflecting its dedication to social and environmental responsibility. The company fosters a people-first culture that values empathy, diversity, and collaboration, ensuring a supportive environment for both employees and clients.

Health In Tech

Health In Tech is an insurtech company focused on enhancing the self-funding process in the healthcare sector. The company aims to create efficient and innovative solutions that benefit individuals and businesses while improving the health insurance landscape. It operates a dynamic marketplace that utilizes third-party AI technology to deliver customized solutions. The company offers a variety of proprietary digital platforms and services that streamline the quoting and underwriting processes for brokers, third-party administrators, and insurers. Key offerings include reference-based pricing, group insurance captives, community health plans, and the eDIYBS platform for small and medium-sized employers. Additionally, the Health Intelligence Card and HI Performance Network are designed to improve the management of medical records and claims while providing cost-effective healthcare options. Health In Tech, Inc. is publicly traded on NASDAQ under the ticker symbol HIT and was founded in 2014. The company is led by CEO Tim Johnson and has around 80 employees.

The Pipeline Group

The Pipeline Group is a prominent provider of outsourced sales development solutions tailored for B2B technology companies. Founded in 2017 by Ken Jisser, the company is headquartered in San Jose, California, and has grown to employ between 300 and 410 people. It has been recognized as one of Americas fastest-growing private companies, ranking #415 by Inc. Magazine in 2020. The company operates on a bootstrapped model, generating revenue through private equity partnerships and customer referrals, with reported revenue of $63 million. The Pipeline Group offers an SDR-as-a-Service model, which includes dedicated remote sales teams for lead generation and pipeline acceleration. Their services are supported by proprietary technology that integrates data services and CRM tools, enhancing outreach efforts. They also provide temp-to-perm solutions to help clients manage SDR attrition and offer managed services such as content creation and campaign execution. The company emphasizes high-quality talent and guarantees outcomes based on activity volume and pipeline quality, supporting over 100 active partnerships with private equity firms and technology innovators.