CLOs on the Move


 
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Hal Smith Restaurants

Hal Smith Restaurants is a restaurant management company based in Norman, Oklahoma, founded in 1992 by Hal Smith. The company operates over 80 locations across seven states, featuring a diverse range of dining options from casual to upscale. Annual sales approach $250 million, and the company emphasizes strong customer service and employee training. The company develops, manages, and franchises various restaurant concepts. Its portfolio includes full-service dining options like Charleston’s Restaurant, Red Rock Canyon Grill, and Mahogany Prime Steakhouse. It also features casual and themed concepts such as Ted’s Café Escondido, Louie’s Bar & Grill, The Garage, and Pub W. Hal Smith Restaurants has a history of franchising, having previously managed Outback Steakhouse and On The Border Mexican Cafe franchises. With a focus on community-centric locations, Hal Smith Restaurants continues to expand, including new openings like Neighborhood JA.M. in Oklahoma City planned for Spring 2025. The company is dedicated to culinary excellence and creating memorable dining experiences for a wide range of customers.

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TruStone Financial Credit Union

TruStone Financial Credit Union is a member-owned financial cooperative based in Plymouth, Minnesota. Founded in 1939 by eight educators, it has grown to become Minnesota’s second-largest credit union, serving members across Minnesota and Wisconsin through 13 branches. The credit union emphasizes financial education, reflecting its origins as a teachers credit union, and operates under a "For Life" philosophy that prioritizes long-term relationships with members and community prosperity. TruStone offers a range of services, including digital banking for account management, loans for auto, mortgage, and personal needs, as well as credit cards and investment products. It also provides business solutions such as commercial lending and business account services. The TruStone Foundation promotes financial literacy through partnerships and scholarship programs, supporting youth education in the community. The credit union continues to grow through strategic mergers and technological investments, enhancing its member services and operational efficiency.

TAG Restaurant Group

TAG Restaurant Group (TRG) is a Denver-based restaurant collection founded by Chef Troy Guard. Beginning in 2009 with a continentally-charged restaurant located on Denvers historic Larimer Square, TRG has evolved into a culinary powerhouse, garnering local and national attention as well as many accolades along the way. TRG currently operates four concepts over eleven locations in the Denver metro area, and Houston: Los Chingones (four locations), Guard and Grace Denver and Houston, Bubu (three locations), and HashTAG (est. 2017). TAG Restaurant Group strives to shake up your typical dining by offering immersive culinary experiences deeply rooted in and inspired by Chef Troys life and travels. They are crafted with genuine hospitality in mind and are never shy to produce bold, worldly flavors using local ingredients. More than the sum of their parts, TRGs brands represent a way of life and a celebration of the unexpected. The feeling of an Ohana (Hawaiian word for Family) passionately pursuing culinary excellence is tangible. Here, stories are made, told, and remembered. We operate under one vision. The TAG Restaurant Group is a celebration of the unexpected! We will deliver our guests an inspiring vibe with a memorable experience. Our intense focus will be on impeccable service. We will go above and beyond to pursue culinary excellence and grow the TAG Restaurant Group with our OHANA. Our staff exemplifies our core values: Passion, Imagination, Caring, Courage, Harmony, Humility, and Ownership. We look forward to serving you soon, Bon Appetit!

Wayne Bank

Founded in 1871 in Honesdale, PA, Wayne Bank now has 26 community offices serving Wayne, Pike, Monroe, and Lackawanna Counties in Pennsylvania, along with Delaware and Sullivan Counties in New York State. Wayne Bank is a subsidiary of Norwood Financial Corp., Member FDIC. The stock trades on the NASDAQ Global Market under the symbol— NWFL.