CLOs on the Move


 
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Relay

Small business banking and money management tools to put you in complete control of what your business is earning, spending and saving. The official banking platform of Profit First. Bank with Relay for: ✅ No fees or minimum balances that tie up cash flow ✅ Up to 20 checking accounts to organize income and expenses ✅ Spending management using 50 physical or virtual debit cards ✅ Payments and deposits via ACH transfers, checks and wires ✅ Secure, role-based access to team members and financial advisors ✅ Personalized customer support by email, phone or chat - Relay is a financial technology company, not a bank. Banking services and FDIC insurance are provided through Thread Bank; Member FDIC. The Relay Visa® Debit Card is issued by Thread Bank pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa® debit cards are accepted.

Ledgebrook

Ledgebrook is an InsurTech MGA on a mission to bring Specialty insurance into the modern era. Burdened with legacy technology and processes, the industry has not kept pace with the speed of innovation seen in other sectors. Positioned at the cutting edge of the next generation of InsurTech, Ledgebrook offers the best of both worlds: innovative world-class technology deployed by a leadership team armed with decades of insurance expertise. Our long-term vision is to become a diversified full stack Specialty re/insurer competing with legacy carriers in product lines & markets across the globe. To get there Ledgebrook will build our premium base by rolling out a new Specialty product every ~6 months until we prove enough traction to raise a balance sheet, become a full stack carrier and eventually compete in the reinsurance markets as well. Our initial product will be domestic primary and excess GL E&S policies sourced via wholesale brokers. At Ledgebrook everything we do is driven by our culture: Care, Strive, Thrive Together. To succeed in modernizing the industry, we must first succeed in changing the way we do business. Talent density is our north star—fewer, better people working together as one. To that end weve replaced all individual incentives with generous equity packages—we play as a team, we win as a team. Everyone benefits handsomely from Ledgebrooks success. Ledgebrook is a fully-remote US based company backed by top venture investors including Brand Foundry & American Family Ventures.

Byers Insurance Group

Byers Insurance Group is a local independent agency based in Bowling Green, KY and we proudly serve the insurance needs of our customers in KY and TN. We offer home, auto, life and business insurance to our local community and surrounding areas. We pride ourselves on offering the highest level of customer service and educating our customers on the insurance products that best fit their needs. Our goal at Byers Insurance Group is to take a consultative approach with our customers so that we can fully understand what is most important to them and then craft the appropriate solution to protect what matters most! Our clients are our most important assets and we want to treat you the way we expect to be treated.

Coast2Coast HR, LLC

Coast2Coast HR, LLC specializes in helping organizations with leadership development, leader coaching, group training, investigations, policy review, handbooks, recruitment services, and working with HR teams to better align them to business expectations. We also work directly with HR departments to help them meet their expectations. Our senior-level team members assess the current state of the department, make recommendations to address concerns, and take action on the approved plan. Once the department meets its goals, we can recruit a replacement if required, and the contract will be complete. Our estimated timelines are 6 to 12 months.

Stillwater Insurance Group

Stillwater Insurance Group is a national insurance provider offering a full suite of insurance products and services. We strive to be the most respected insurance provider in the United States by setting and achieving the highest standards in quality products, service, customer experience and claims satisfaction. Stillwater is: Smart - we meet the evolving needs for homeowners, auto and business insurance Fast - We exceed expectations for customer and claims service Strong - Were ready when needed to help our customers get back on their feet We have an A+ accreditation from the Better Business Bureau. This recognizes our commitment to transparency, responsiveness, integrity and delivering on the promises we make. And we have an A- (Excellent) rating from A.M. Best, the leading insurance rating organization.