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Coleman Research Group is a New York, NY-based company in the Financial Services sector.
Credit Union Service Corporation is a Duluth, GA-based company in the Financial Services sector.
Trilantic North America is a private equity firm focused on investments in the North American region, primarily within the consumer, business services and energy sectors. We take a flexible approach to investing alongside our founders, owners and operators and typically invest between $50 and $300 million of equity as control or significant minority owners, adapting the structure to support what`s best for the business and set our management teams up for success. Trilantic North America has managed six private equity fund families with aggregate capital commitments of $9.7 billion and was recognized by Inc. Magazine`s 2019 list of Top 50 PE Firms for Entrepreneurs. We have a strong heritage of partnering with family-owned businesses and providing growth capital to outstanding teams.
CopperLeaf Technologies is a Vancouver, BC-based company in the Financial Services sector.
EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $15 billion in client assets under management (as of December 31, 2021). At EP Wealth Advisors, our job is to help you understand where you are going before deciding how to get you there. Today`s economic landscape is constantly evolving and as a result, there is no formulaic answer for investment management and financial planning. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff has enabled our firm to develop a fully integrated investment portfolio along with an individualized wealth plan, providing you with the answers and insight to your questions with one simple goal: your peace of mind.