CLOs on the Move


 
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Price Forbes

Price Forbes is an independent insurance broker established in 1893 and headquartered in London. As part of Ardonagh Specialty, it is recognized as a leading broker in the London market. The company has a global presence, with offices worldwide, and specializes in wholesale insurance broking, focusing on complex risk management solutions for large multinational companies. The services offered by Price Forbes include specialist insurance broking, risk management, and reinsurance solutions through its division, Price Forbes Re. This division provides tailored reinsurance broking, capital solutions, and strategic advisory services, utilizing analytics to meet client needs. Price Forbes also has a strong presence in Africa, with operations in South Africa and partnerships across sub-Saharan Africa. In addition to its business activities, Price Forbes is committed to community involvement through the Ardonagh Community Trust, supporting charitable initiatives and contributing over £1.5 million to various causes.

Keeper.app

Keeper is an app to help bookkeepers run a better month-end close. It is an all-in-one Client Portal, task manager, file QA tool, and management reporting app.

National General

National General is an insurance holding company that offers auto, RV and home insurance products and services to individuals and businesses.

FourLeaf Federal Credit Union

FourLeaf Federal Credit Union, headquartered in Bethpage, New York, is a federally chartered credit union with over 480,000 members and $13.4 billion in assets as of late 2024. Originally founded in 1941 to serve employees of Grumman Aircraft Engineering Corporation, it has evolved through several name changes, most recently rebranding to FourLeaf in early 2025 to reflect its nationwide expansion and modernization. FourLeaf operates under a federal community charter, allowing it to serve all residents of Nassau and Suffolk counties, as well as members nationwide. The credit union focuses on community engagement and offers a range of services, including deposit accounts, lending solutions, digital banking, and financial planning. With 32 branches and access to over 30,000 surcharge-free ATMs through the CO-OP network, FourLeaf is committed to providing member-focused services. The credit union is also actively involved in the community, sponsoring events like the FourLeaf Air Show and initiatives such as the Annual Turkey Drive.