CLOs on the Move

TD

TD Bank Group is a prominent North American financial services institution, operating as Toronto-Dominion Bank in Canada and TD Bank, N.A. in the U.S. Headquartered in Toronto, Canada, it serves over 27 million customers through a wide range of retail, commercial, and investment banking services. Founded in 1855, TD has become one of Canadas "Big Five" banks and ranks among the top-10 global banks by market capitalization, with assets exceeding C$1.9 trillion. The bank offers various services, including personal and business banking, wealth management, and capital markets. Retail banking services encompass checking and savings accounts, mortgages, and credit cards, while commercial banking includes business loans and cash management. TD also provides investment advisory and insurance products through its wealth management division. With a strong digital presence, TD offers mobile banking and AI-driven financial tools. Its U.S. operations feature over 1,100 branches, emphasizing convenience and tailored solutions for retail customers, small businesses, and institutional clients.

Trucordia

A top 20 U.S. insurance brokerage headquartered in Lindon, Utah, Trucordia, formerly PCF Insurance Services, offers a broad array of commercial and personal lines, life and health, employee benefits, and workers compensation insurance solutions. Trucordia is an integrated organization united by a passion to deliver extraordinary opportunities and exceptional experiences for its clients, partners and each other. With more than 5,000 employees across the U.S., Trucordia is a notable leader in the insurance brokerage space, ranking #19 on Business Insurances 2024 Top 100 Brokers and #13 on Insurance Journals 2024 Top Property/Casualty Agencies.

BayCoast Bank

BayCoast Bank has 25 locations: Berkley, Dartmouth, Fairhaven, Fall River, Foxborough, New Bedford, North Dighton, Somerset, Swansea, Seekonk, Westport in Massachusetts and Bristol, Cranston, Little Compton, Providence, Tiverton, Portsmouth in Rhode Island. Each branch has at least one ATM, and ITMs (Interactive Teller Machines) are located at select branches. In addition to offering a vast array of deposit and loan products, BayCoast offers insurance and brokerage services to consumers and businesses alike. Affiliates include BayCoast Financial Services, offering stocks, bonds, mutual funds, annuities and college savings plans, Plimoth Investment Advisors providing investment advisory and trust services, and Partners Insurance Group, LLC, a network of independent agencies representing more than 100 insurance companies that provide automobile, home, life and business insurance coverage. BayCoast Mortgage Company, a wholly owned subsidiary of BayCoast Bank, is a full-service lender offering instant pre-approvals, timely closings, and in-house underwriting. Much like BayCoast Bank, BayCoast Mortgage Company is focused on providing clients with products and services tailored to meet their needs at the best rate possible. Priority Funding, LLC, a financial services company in Northborough, MA, is also a wholly owned subsidiary of BayCoast Bank. Priority Funding specializes in mobile and manufactured home financing. Products and services made available through BayCoast Financial Services, Partners Insurance Group and Plimoth Investment Advisors are not insured by the FDIC, DIF or any other agency of the United States, and are not deposits or obligations of nor guaranteed or insured by BayCoast Bank or any of its affiliates. Investment products are subject to risk, including the possible loss of the principal amount invested. For more information about BayCoast Bank or any of our affiliates, call 508-678-7641

Kentucky Primary Care Association

DUAL North America

DUAL North America is a prominent independent underwriting organization based in the United States, part of the global DUAL Group. Established in 2013, it has become a leading program administrator in the insurance sector. The company operates under the Howden-owned DUAL Group, which is recognized as one of the largest managing general agents worldwide, with a presence in 21 countries and over $3.5 billion in gross written premium. The company specializes in expert underwriting solutions across various insurance lines, including commercial property, casualty, financial lines, and surety. DUAL North America offers more than 40 unique products tailored to meet diverse client needs. It also features a robust online platform that enables appointed producers to quote, bind policies, and manage documents digitally. With a network of over 11,000 brokers globally, DUAL North America serves a wide range of clients, from small businesses to large fleets, particularly in regions like California and Texas.