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For over 15 years, UFS has successfully helped business owners and entrepreneurs access over $500M in unsecured capital to fund business start-ups, acquisitions and franchise purchases. UFS is an independent advisory service that works with over 250 lenders nationwide to match its clients needs with the best lending solutions, rates and terms. UFS is also a direct lender through its innovative Jumpstart Loan, launched in early 2023. We also invite investment from accredited investors into our Jumpstart Loan Fund, a private credit fund designed for entrepreneurs seeing to buy a franchise or other business.
Bay State Savings Bank`s roots extend back to 1895, when 114 spirited citizens of Worcester gathered together and pledged a total of $7,660 to establish a new savings bank in the city. They made good on that pledge, and on May 16, 1895, Bay State Savings opened its doors for business on Main St. in Worcester. Bay State Savings Bank strives to be the strongest, and most successful, independent community bank in our marketplace. As a local, mutually owned savings bank, we work to earn the trust and respect of our customers, the marketplace and our employees. We are known for our total commitment to our Mutual Values, which enables the Bank to remain strongly capitalized and to operate safely and profitably in our mutual form.
BFS Systems is a Astoria, NY-based company in the Financial Services sector.
Bank of Pensacola is a Pensacola, FL-based company in the Financial Services sector.
Fundamental Advisors is a private equity and alternative asset management firm based in New York City, founded in 2007. The firm specializes in municipal and public purpose investing, focusing on cash-flowing, asset-based investments in essential service sectors. Their investment approach is adaptive, allowing them to navigate various capital structures and sectors to achieve consistent returns and downside protection. The firm employs two main investment strategies: the Flagship Opportunistic Strategy, which targets special situations in municipal markets, and the Renewable Energy Strategy, which provides flexible capital solutions for renewable energy projects. Fundamental Advisors invests primarily in debt, assets, or securities related to municipal markets and public purpose assets, leveraging their expertise to address inefficiencies and complexities in these markets. With a team of around 40 employees, Fundamental Advisors manages assets with a focus on public infrastructure and community assets. Their clients include municipal entities and public purpose organizations, supported by key investors like White Oak Equity Partners and Tandem Health Care.