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A.C. Simmonds and Sons Inc. is identifying opportunities prime for consolidation, expansion and further development. The Company is acquiring and consolidating profitable businesses with solid business models and technologies, introducing capital and strong management, and improving the efficiency of each company by sharing services across the group. Targets include companies that are poised to move to the next stage with the right injection of capital and management expertise. A.C. Simmonds is well positioned in the fast growing environment of aging “baby boomer” business owners who are past the wealth accumulation phase of their lives and do not have a clear succession plan or exit strategy.
Northbrook Bank & Trust is a Northbrook, IL-based company in the Financial Services sector.
People's Home Mortgage Inc is a Minneapolis, MN-based company in the Financial Services sector.
Manzon State Bank is a Dwight, IL-based company in the Financial Services sector.
Root Financial is a fiduciary, fee-only financial advisory firm based in San Diego, CA, specializing in comprehensive retirement planning and wealth management. The firm serves clients nationwide through remote advisory services, focusing on personalized strategies that align finances with clients life goals. Their unique approach, known as the Sequoia System, emphasizes understanding clients core motivations to create tailored financial plans. The firm offers a range of services, including retirement planning, investment management, tax planning, estate planning, insurance reviews, and cash flow planning. Root Financial employs a team of certified professionals, including CFP® practitioners and CPAs, and manages nearly $1 billion in assets. Their client-centric philosophy prioritizes transparency and long-term financial well-being, ensuring clients receive comprehensive support across various financial needs.