CLOs on the Move


 
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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

Tangible Global

Robert Reynolds, a high-stakes corporate lawyer with law firms such as Alston & Bird and Seyfarth Shaw, and award-winning innovator in the legal space, founded Tangible Global in 2014 with the mission to bring the practice of law into modern times delivering "Law at the speed of business." Joining Robert as Partner, Denise Barnes brings over 20 years of experience as a seasoned entrepreneur in B2B service delivery. Her marketing firm was the first to offer marketing automation, managed services, and digital applications to clients such as Microsoft, Oracle, and Google. With its recent acquisition of AUTTO, a leading no-code technology and applications provider, Tangible further strengthened its technology and software development leadership by adding Ian Gosling as CPO and Krisztian Kerek as CTO. Nike, one of Tangibles early adopters, embraced and understood that Tangible represented a better alternative to the traditional law firm providing great value especially for portfolios of recurring transactions. Nike has continued to partner with Tangible over the last 10 years. AUTTO has been embraced by the global law firms of Eversheds Sutherland and Dentons as well as Petronas. By combining no-code workflow automation capabilities with extensive legal expertise across many industries, Tangible continues to evolve its broad portfolio of digital applications that support various aspects of commercial transactions and legal operations. AUTTOs technology has enabled Tangible to develop digital services to replace "time with tech." By combining AUTTOs workflow automation capabilities with extensive legal expertise across many industries, the firm has developed a broad portfolio of digital services to support various aspects of commercial transactions and legal operations, including an AI risk management service. Headquartered in Portland, OR, Tangibles team members are distributed across the US, with a notable presence in New York, London, Boston, and Chicago.

DOXA

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Aiwyn

Aiwyn helps leading accounting firms automate and optimize critical revenue processes by unlocking client data from existing practice management and CRM systems with our Practice Automation platform. With Aiwyns Practice Automation platform, high-value firm executives, partners, and staff are liberated to deliver more value to clients and work at the highest end of their professional expertise. Benefits of Practice Automation to accounting firms include: - save time, bill faster - eliminate tedious back office tasks - reduce days-in-WIP and days-in-AR, - speed up client payments - smooth out cash flow - protect financial health with predictive insights and controls - offer a best-in-class experience to both employees and clients

SEFCU

SEFCU is a New York-based financial institution that provides personal and commercial banking products and services for individuals and businesses.