CLOs on the Move


 
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Executives

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capSpire

capSpire propels energy and commodity businesses forward by blending human ingenuity with deep market expertise to solve complex challenges. Our mission is to deliver transformative solutions that empower businesses to grow, scale, and succeed. With three integrated services—Advisory, Delivery, and Operations and Support—capSpire offers holistic solutions that start with strategy and carry clients seamlessly through to scale. What sets capSpire apart is our ability to connect every stage of the value chain, delivering tailored solutions that integrate technology, processes, and industry insight. From strategy consulting and technology implementation to operational excellence, we strive to ensure that every solution drives measurable impact and uncovers new growth opportunities. At capSpire, we dont just implement solutions; we become an extension of your team. We empower businesses to maximize their investments and push forward—confidently and strategically—into the future. Together, well power forward.

The Helper Bees

The Helper Bees is a technology platform focused on enhancing the aging-in-place experience for older adults in the healthcare sector. Founded in 2015 and based in Austin, Texas, the company operates across all 50 U.S. states, Washington D.C., and Puerto Rico. It offers a wide range of non-medical in-home care services, including home care, home modifications, pest control, and meal delivery, all facilitated through its Aging-In-Place Provider Network. The platform features several tools to ensure quality care, such as automatic fulfillment that monitors service quality, digital invoicing and payment systems, and digital claims tools to streamline processes and improve data collection. Additionally, the company provides care concierge services to help individuals navigate their supplemental benefits and manage payments. The Helper Bees partners with major insurance carriers and health plans to improve in-home care delivery and reduce healthcare costs, making aging in place more accessible for seniors and their families.

ChoiceOne Bank

ChoiceOne Bank is a community bank holding company based in Michigan, with approximately $2.6 billion in assets. Founded in 1898 as Sparta State Bank, it has grown through strategic mergers and now operates 35 offices across multiple counties. The bank is headquartered in Sparta and has operations centers in Lapeer and Fenton, ensuring efficient service delivery. ChoiceOne offers a wide range of financial services, including digital banking solutions, consumer and commercial banking, agricultural lending, mortgage services, wealth management, payroll solutions, and treasury management. The bank is dedicated to serving a diverse customer base, including families, small businesses, farmers, and low-income individuals, particularly in rural communities. ChoiceOne is committed to being an integral part of Michigan communities, with a mission to provide superior service and quality advice. In 2025, the bank announced a merger with Fentura Financial Inc., enhancing its presence in the Detroit suburbs and expanding into the Flint and Saginaw markets.

Glenn Burdette

Mission Statement Each day we make a personal commitment to go beyond - build deeper relationships, provide innovative solutions, work collaboratively as a team, serve our community, and be active stewards for the future of Glenn Burdette. Commitment to Service Accounting is often called a numbers business, but we view it as a service business. We are deeply committed to serving our clients, who are responsible for our success; our employees, who are the heart and soul of our firm; and our community, where we make our homes, raise our families and participate in activities that enrich our lives. Dedication to Clients Our goal is to go above and beyond for our clients, creatively applying our expertise and experience to meet their individual needs. We help them seize opportunities today, and offer solutions for their challenges ahead. We serve a diverse base of large, middle-market and small owner-managed businesses in a wide range of industries, and we are also proud to serve a number of nonprofit organizations, governmental agencies and individuals. Loyalty to Employees We foster an environment where hard work and client service are rewarded. In 2000, Glenn Burdette became the first CPA firm in California to become employee owned, developing an authentic investment in the professional development and personal success of our team. We believe that happy employees make the most satisfied clients. Involvement in Community Community service is integral to the culture of Glenn Burdette. Our employees serve on local nonprofit boards, and are active in chambers of commerce and service clubs from Santa Maria to Paso Robles.