| Name | Title | Contact Details |
|---|---|---|
David Lundeen |
Vice President and Deputy General Counsel | Profile |
Spartan Capital`s respected team of investment banking professionals helps our clients to grow assets through portfolio construction and investment diversification, often presenting alternative investments to our clients to ensure long-term growth opportunities and a balanced investment strategy. Whether planning for retirement, acquiring property or expanding a business, we listen and we understand—every decision requires sound advice to keep your money growing, your risks managed and your tax liability at a minimum. In addition to expertise identifying and managing equities and fixed income products, Spartan Capital offers to select clients: investment banking, mergers and acquisitions, corporate finance and private equities.
Hawaii State Federal Credit Union is a Honolulu, HI-based company in the Financial Services sector.
Kain Capital is a healthcare business services focused PE firm. Our approach, resources and network enable us to effectively partner with management to drive strategies that create sustainable growth and enable operational excellence. We pride ourselves on the deep, collaborative involvement with our partners, and our individualized approach to adding value. With deep industry expertise and relationships we can call on our deep bench strength to gain insight and drive long term value. Our team is able to add value across a multitude of sectors by bringing a broad range of functional, industry and market experiences together. While each team member provides expertise in specific areas, we maximize our effectiveness by operating as a collaborative, cross-functional unit.
Rosenfarb is a New York, NY-based company in the Financial Services sector.
Johnson Financial Group (JFG) is a Denver-based boutique family office and wealth management firm that started as a private investment company for its founding family. JFG is unique because its clients are able to invest alongside its founding family, and the firm offers private investment opportunities to its clients that they otherwise might not be able to access.