CLOs on the Move


 
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Next Level Solutions

Next Level Solutions focuses exclusively on the technology needs of P&C insurance carriers. As a Systems Integrator partner with Duck Creek Technologies, we specialize in their full product suite and support projects of any scale. Next Levels Quality Assurance as a Service practice is equipped to test P&C systems to the highest standard and ensure a successful end-product, and our Shared Services offering provides a centralized, full-service IT and DevOps solution. Our passion and expertise mean a smarter solution for you.

MS Transverse Insurance Group

MS Transverse Insurance Group is a property and casualty program carrier based in Princeton, New Jersey. As a subsidiary of Mitsui Sumitomo Insurance Group and part of MS&AD Insurance Group Holdings, it operates as a hybrid fronting carrier. Founded in 2018, the company specializes in program administration, reinsurance partnerships, and alternative capital solutions, serving as a link between reinsurers, program administrators, and Managing General Agents (MGAs). The company offers a range of services, including program administration for niche risks, reinsurance solutions with over 100 reinsurer relationships, flexible risk retention structures, and fronting services that ensure regulatory compliance and claims management. MS Transverse is recognized for its strong financial standing, holding an A (Excellent) rating from A.M. Best, and has been named Fronting Carrier of the Year in 2022 and 2024. With offices in New York, New Jersey, and Texas, it ranks among the top 10 U.S. fronting carriers by direct premiums written.

AmeriVet Veterinary Partners

AmeriVet Veterinary Partners is a company dedicated to supporting veterinary practices across the United States. Founded in 2016 and based in San Antonio, Texas, AmeriVet provides a range of business solutions that allow veterinary clinics to focus on animal care while benefiting from the companys resources and expertise. The services offered by AmeriVet include operational support, marketing strategies, professional training programs, human resources assistance, and financial management tools. These services are designed to enhance the efficiency and profitability of veterinary practices. AmeriVet operates on a partnership model, offering joint venture and full acquisition options that enable practice owners to maintain a stake in their business while accessing comprehensive support. With reported revenue of $205.5 million and significant funding, AmeriVet is recognized as a leading partner for veterinary clinics nationwide. The company has also been acknowledged as one of the top places to work in 2023, reflecting its commitment to a positive work environment for employees.

Glenn Burdette

Mission Statement Each day we make a personal commitment to go beyond - build deeper relationships, provide innovative solutions, work collaboratively as a team, serve our community, and be active stewards for the future of Glenn Burdette. Commitment to Service Accounting is often called a numbers business, but we view it as a service business. We are deeply committed to serving our clients, who are responsible for our success; our employees, who are the heart and soul of our firm; and our community, where we make our homes, raise our families and participate in activities that enrich our lives. Dedication to Clients Our goal is to go above and beyond for our clients, creatively applying our expertise and experience to meet their individual needs. We help them seize opportunities today, and offer solutions for their challenges ahead. We serve a diverse base of large, middle-market and small owner-managed businesses in a wide range of industries, and we are also proud to serve a number of nonprofit organizations, governmental agencies and individuals. Loyalty to Employees We foster an environment where hard work and client service are rewarded. In 2000, Glenn Burdette became the first CPA firm in California to become employee owned, developing an authentic investment in the professional development and personal success of our team. We believe that happy employees make the most satisfied clients. Involvement in Community Community service is integral to the culture of Glenn Burdette. Our employees serve on local nonprofit boards, and are active in chambers of commerce and service clubs from Santa Maria to Paso Robles.

Genesee Regional Bank

As a locally owned community bank, GRB is dedicated to Growing Rochester. The money deposited with GRB stays here in the form of loans to help local businesses thrive. We help residents buy homes and establish roots in the community. We support local organizations that make Rochester a better place. At GRB, our mission is woven into the fabric of our community. Business Banking For business owners, working with a community bank means having the ability to deal with senior banking professionals who take the time to get to know your company, becoming trusted advisors and strategic partners in helping you sustain business success. A full range of lending and merchant services, coupled with highly personalized service and a unique focus on Rochester delivers a banking relationship that helps local businesses reach their goals. Home Loans and Personal Banking For individuals, choosing a community bank means accessing a wide range of financial products designed to help strengthen your personal financial position. Our full-service mortgage team, GRB Mortgage, provides flexible loan options and local decision making for fast approvals. GRB also has access to special lending and grant programs to help first-time buyers, veterans and more. For your personal finances, our retail banking team provides assistance with CDs, checking/savings accounts, loans and Health Savings Accounts – all designed to help you protect and grow your assets. The GRB Experience At GRB, you will enjoy a level of personalized service simply not found at other banks. We call this "The GRB Experience." We are empowered to think differently and build relationships that support your success. We provide a unique banking experience and add significant value to area businesses and individuals. Thats what it means to be a community bank. Thats what it means to bank at GRB. Member FDIC. Equal Housing Lender. NMLS #417491. GRB is an Equal Opportunity/Affirmative Action Employer. Minority/Female/Sexual Orientation/Gender Identity/Disability/Vet.