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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 municipal markets and public purpose assets, leveraging their expertise to address inefficiencies and complexities in these markets. With a team of around 40 employees, Fundamental Advisors manages assets with a focus on public infrastructure and community assets. Their clients include municipal entities and public purpose organizations, supported by key investors like White Oak Equity Partners and Tandem Health Care.
First Community Financial Partners d/b/a First Community Bank of Joliet is a Joliet, IL-based company in the Financial Services sector.
As an independent financial services firm with an unwavering commitment to our clients success, we use innovative and creative thinking to find opportunities for our clients. Offering no ties or financial interests in any products we propose, we can tap into a world of financial possibilities unique to our clients financial goals. In the last ten years, weve helped over 300 families gain confidence and clarity regarding their money. Guiding investments through an intelligent, disciplined approach while fiercely protecting interests and transparency, we strive to help our clients feel confident in their financial future. We pride ourselves at Parallel Financial by practicing what we preach with our investments, creating financial strategies that hold insight and integrity aligned with our own goals and objectives, and mirroring the same process we utilize with our clients. To learn more about Parallel Financial, visit https://www.parallelfinancial.com/.
Community Bank of Broward is a Dania Beach, FL-based company in the Financial Services sector.
Old Mission Bank is a Sault Sainte Marie, MI-based company in the Financial Services sector.