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BDT & MSD Partners is a merchant bank established in 2023 from the merger of BDT & Company and MSD Partners. The firm focuses on providing strategic advisory services and long-term capital solutions tailored for business owners, family offices, and strategic investors. Their core services include strategic advisory for mergers and acquisitions, capital structure optimization, and trust and estate planning. They also offer investment management through affiliated advisers, focusing on risk-adjusted returns. Additionally, BDT & MSD Partners supports family offices with legacy management and multi-generational wealth planning. Led by Byron Trott and Gregg Lemkau, the firm has a strong leadership team that includes key personnel in compliance, technology, and operations. They manage multiple funds and have made notable investments, such as acquiring a stake in IMA Group to foster growth. The firm is dedicated to aligning with long-term investors and leverages a global network of business owners and investors for shared insights.
Univest Corporation of Pennsylvania is a vital, growing company with deep ties to its local communities. Our rich history is enhanced by our desire to remain close to our customers, so we can deliver excellent service and solutions to meet their financial needs. Univest`s financial solutions for your life and business include banking, insurance, investments, trust, wealth management, leasing, and mortgage banking. Univest Corporation of Pennsylvania, including its wholly-owned subsidiary, Univest Bank and Trust Co., Member FDIC, has approximately $4.2 billion in assets and $3.2 billion in assets under management and supervision through its Wealth Management Division. Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries provide a full range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region. Univest delivers these services through a network of more than 50 offices in southeastern Pennsylvania extending to the Lehigh Valley and Lancaster, as well as New Jersey and Maryland
State Bank Of Hildreth is a Hildreth, NE-based company in the Financial Services sector.
Topstep is a financial technology company based in Chicago, Illinois, founded in 2012 by Michael Patak, a former floor trader. Originally named TopstepTrader, the company rebranded to Topstep in 2020 after a merger. The name reflects the ideal position on the trading floor, emphasizing the companys commitment to enhancing traders skills. Topstep specializes in evaluating day traders through real-time simulated trading accounts. Its three-step funding process, known as the Trading Combine, assesses traders on profitability and risk management before providing them with a funded trading account to trade futures contracts. The company also offers educational resources, including group and digital coaching, blogs, podcasts, and live streams to help traders improve their skills. Topstep focuses exclusively on futures trading and utilizes Ninjatrader and Quantower as its primary trading platforms. The company targets retail traders looking to enhance their trading abilities and offers professional support to help them succeed. With a team of over 140 members, Topstep promotes a culture of innovation and continuous learning.
Horizon National Bank is a Leawood, KS-based company in the Financial Services sector.