CLOs on the Move


 
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Everest Discovery LLC

Everest Discovery LLC is a WBENC-Certified Woman Business Enterprise, national eDiscovery, Digital Forensics, and Litigation Support provider, headquartered in Philadelphia, PA with additional team members in the central and western states. Our organization has extensive experience supporting the litigation needs of major corporations and law firms. Through leading technology solutions and experienced personnel, Everest is positioned to support our clients across all phases of the Electronic Discovery Reference Model (EDRM). We believe all successful projects require experienced planning, proactive thinking, and outstanding communication. Our core focus is delivering solutions that bring order to chaos and reduce litigation risk through the implementation of proven workflows and leading technologies. Our approach ensures clients have greater control over external spending by promoting cost transparency and predictability, to effectively manage budgeted and forecasted spending. Everests commitment to information security management is reinforced through our organizations ISO 27001:2013 certification.

Advanced Solution

Founded in 2019, Advanced Solution is proudly Christian and Veteran owned. Advanced Solution is one of the fastest growing medical solutions distribution networks in the United States, serving US Veterans Affairs Health Systems, Hospital Outpatient Departments, Operating Rooms and Privately Owned Specialty Clinics throughout North America. Advanced Solution originated in Central, Pennsylvania as a solutions-oriented company. Our Executive Leadership team has partnered with multiple market leading Tissue Banks and Master Distribution Networks. When a physician partners with Advanced Solution, they gain access to a network of over 30 advanced treatment modalities. — COMPASSION. INNOVATION. TRUST. —

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?

Intact Public Entities

Intact Public Entities is a leader in providing specialized insurance programs, including risk management and claims services to municipal, public administration and community service organizations across Canada. Proven industry knowledge, gained through over nine decades of partnering with insurance companies and independent brokers, gives Intact Public Entities the ability to effectively manage the necessary risk, advisory and claims services for both standard and complex issues. Our history dates back to 1927 with our first municipal client - the Village of Ayr, Ontario. From then, other municipalities came calling and the company established the strong foundation and sterling reputation that continues today. Interestingly, our product offering was expanded beyond municipal business based on reputation. Other municipal-related organizations started to be asked to be placed with us because of our knowledge in the specialty insurance space. The trend continued and it became common for the municipality, hospital, Childrens Aid Society and conservation authority to all be placed wtih Intact Public Entities. Intact Public Entities is a Managing General Agent (MGA) with the authority to write and service business on behalf of strategic partners who share our commitment and dedication to protecting specialized organizations. Because our partners are long-term participants on our program, they understand the nature of fluctuating market conditions and complex claims and are prepared to stay the course. Intact Public Entities is a wholly owned subsidiary of Intact Financial Corporation.