CLOs on the Move

Fundamental Advisors

www.fundamental.com

 
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 ...
  • Number of Employees: 25-100
  • Annual Revenue: $10-50 Million

Executives

Name Title Contact Details
Michael Sherman
Chief Legal Officer Profile

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BankFirst Financial Services

We are celebrating 125+ years of rich history in Mississippi! Since first opening our doors on June 1, 1888, we have been proud to serve the people of Mississippi. Over the past 125 years, we have seen and surpassed the Great Depression, expanded to 15 branches throughout our region, and also built a strong foundation of products and services our customers can rely on — all while standing true to our motto of strength, stability, and service. In 1977, we began construction on the present Main Office building in Macon. The 1990s was a decade of great growth — the bank added branches in Columbus, and branched into West Point on a de novo basis in 1997. Since 1999, the bank has opened branches in Starkville and Madison, MS, and has continued its rapid growth in the Jackson area with the opening of its Flowood location and its Ridgeland location in 2006. With the rapid expansion of the bank`s service area, it was felt that the bank needed a new name—one that would better represent our ability to meet the financial needs of all the people within the communities we serve. For that reason, on July 12, 1999, Merchants & Farmers Bank became BankFirst Financial Services. We believe the new BankFirst name expresses our desire to be a bank that places the needs of its customers first. In 2014, we opened a Loan Production Office in Tuscaloosa, Alabama, making it the first location outside the state of Mississippi. Member FDIC, Equal Housing Lender.