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Mason State Bank is a Mason, MI-based company in the Financial Services sector.
Hampshire First Bank is a Manchester, NH-based company in the Financial Services sector.
Wealth Partners Capital Group ("WPCG") serves as an investor in and partner to six nationally recognized RIAs: EP Wealth Advisors, MAI Capital Management, Merit Financial Advisors, Apella Capital, Waverly Advisors and True North Advisors. WPCGs mission, in partnership with these RIAs, is to identify, value, negotiate with and acquire smaller wealth advisory practices, and merge them into its partner firms. As of June 30, 2024, WPCG has executed 118 M&A transactions on behalf of its partner firms, representing over $43 billion in acquired AUA.
Wintrust Financial (Wintrust) is a financial services holding company based in Rosemont, Illinois, with $25 billion in assets. Wintrust engages in the business of providing traditional community banking services, wealth management services, commercial insurance premium financing, mortgage origination, short-term accounts receivable financing, and certain administrative services, such as data processing of payrolls, billing and treasury management services. Wintrust provides community-oriented, personal and commercial banking services to customers located in the greater Chicago, Illinois and southern Wisconsin metropolitan areas through its 15 wholly owned banking subsidiaries and more than 150 locations.
White, Oliver & Amundson is a San Diego, CA-based company in the Financial Services sector.