CLOs on the Move


 
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Blue Matter

Blue Matter Consulting is a management consulting firm dedicated to the life sciences industry, particularly in pharmaceuticals and biotechnology. Founded in 2012, the company has grown from a single office to a global presence with locations in the United States, Europe, and India. The leadership team, including managing partners Ashwin Dandekar, Emily Hua, and George Schmidt, guides the firms strategic growth. The firm offers a wide range of services to help life sciences companies maximize value. These services include new product planning, launch strategy and management, commercial strategy for existing products, market access strategy, corporate strategy, transaction support, and organizational design. Blue Matter also focuses on specific therapeutic areas such as oncology and rare diseases, providing tailored strategies and solutions. With a diverse client base of over 250 companies, including many top global biopharmaceutical firms, Blue Matter Consulting is recognized for its strategic expertise and personalized service in the life sciences sector.

Farmers & Merchants State Bank

For over 125 years, Farmers & Merchants State Bank has proudly operated as an independent community bank, serving the residents of Waterloo, Marshall, and the recently added Lake Mills, WI. In addition to our in-house financial services, we offer a complete range of full-service, mortgage, and internet banking options. Since our establishment in 1897, we have played a vital role in our communities and remain dedicated to their prosperity. Our team is always ready to offer guidance and support, as we consider ourselves your lifelong financial partner. Our objective is to deliver comprehensive financial services and be your trusted partner for life.

Heritage Bank of Commerce

The Future Needs a Heritage Heritage Bank of Commerce, founded in 1994, is a community business bank headquartered in San Jose. For over 30 years, HBC has provided a consultative relationship banking approach with clients, offering valuable services to help them achieve their long-term business goals. The Bank combines the classic values of relationship-based, customer-focused community banking, with a forward-looking, strategic approach. Our solution-driven team of experienced, dedicated and innovative bankers, partner with you to find a custom solution that fits your business needs. Our large spectrum of credit and loan products spans from factoring to open lines of credits, cash management solutions to support and leverage your business cash flow, as well as a dedicated HOA Specialty Banking department servicing the HOA community with the latest in banking technology. Bank Focused on People Working with People With over 800 Non-profit organizations spanning a wide variety of industries, we know the intricacy of banking for non-profits. At HBC, we take a strong consultative approach empowering you to make meaningful business decisions that will allow you to have a strong impact in your community. As a conservative three plus billion dollar, publicly traded, 5-Star Bauer Financial rated, FDIC insured bank we check all the traditional boxes for a financial institution. But community banking is much more. HBC is involved on a deeper level with industry, business and community leaders, and is able to leverage this network successfully for our clients business goals. As part of our mission to give back, our relationship managers are required to be active in their community. They serve on boards, are deeply involved with their local business organizations and chambers, and are taking active roles in shaping their business areas. Member FDIC | Equal Housing Lender | NMLS ID# 486849

Glenn Burdette

Mission Statement Each day we make a personal commitment to go beyond - build deeper relationships, provide innovative solutions, work collaboratively as a team, serve our community, and be active stewards for the future of Glenn Burdette. Commitment to Service Accounting is often called a numbers business, but we view it as a service business. We are deeply committed to serving our clients, who are responsible for our success; our employees, who are the heart and soul of our firm; and our community, where we make our homes, raise our families and participate in activities that enrich our lives. Dedication to Clients Our goal is to go above and beyond for our clients, creatively applying our expertise and experience to meet their individual needs. We help them seize opportunities today, and offer solutions for their challenges ahead. We serve a diverse base of large, middle-market and small owner-managed businesses in a wide range of industries, and we are also proud to serve a number of nonprofit organizations, governmental agencies and individuals. Loyalty to Employees We foster an environment where hard work and client service are rewarded. In 2000, Glenn Burdette became the first CPA firm in California to become employee owned, developing an authentic investment in the professional development and personal success of our team. We believe that happy employees make the most satisfied clients. Involvement in Community Community service is integral to the culture of Glenn Burdette. Our employees serve on local nonprofit boards, and are active in chambers of commerce and service clubs from Santa Maria to Paso Robles.

Allovus

WE ARE A DESIGN COMPANY. Allovus is a woman-owned equal opportunity employer committed to fostering an inclusive and creative environment. Our employees produce meaningful work, create strong community connections, and inspire delight in our clients. Studio Our skilled and collaborative Design Studio team provides beautiful, elegant, and functional solutions for our clients. No matter the creative challenge, our intentionally small and agile team operates as a one-stop design shop. Custom Solutions Deliverable based teams, managed for you. In todays world, many of our clients are looking for ways to augment their own teams with creative talent in different ways outside the typical individual contractor approach. Our ability to build, nurture, and employ teams of people is one of our strongest attributes as an organization. Were excited to provide a model to our clients which allows you to retain a world-class team, while meeting the compliance standards of your organization, all while delivering amazing designs on time and on budget. Search We specialize in permanent placement using a holistic, qualitative approach to make the perfect match.