CLOs on the Move


 
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Everest Discovery LLC

Everest Discovery LLC is a WBENC-Certified Woman Business Enterprise, national eDiscovery, Digital Forensics, and Litigation Support provider, headquartered in Philadelphia, PA with additional team members in the central and western states. Our organization has extensive experience supporting the litigation needs of major corporations and law firms. Through leading technology solutions and experienced personnel, Everest is positioned to support our clients across all phases of the Electronic Discovery Reference Model (EDRM). We believe all successful projects require experienced planning, proactive thinking, and outstanding communication. Our core focus is delivering solutions that bring order to chaos and reduce litigation risk through the implementation of proven workflows and leading technologies. Our approach ensures clients have greater control over external spending by promoting cost transparency and predictability, to effectively manage budgeted and forecasted spending. Everests commitment to information security management is reinforced through our organizations ISO 27001:2013 certification.

McFadden Trachtenberg PLLC

We get it. You are running a business and dont have time or money to waste. You need practical outside counsel that helps you get the right result without undue disruption or expense. We know that you need to realistically assess the risks in any given situation, decide on an approach that suits your business objectives, and execute successfully. Usually fast. Frequently yesterday. Our team brings a uniquely business-savvy perspective and valuable insight borne of substantial in-house experience as well as a level of client service honed by years of building highly successful client relationships as outside counsel. Put simply, we treat our clients like we dreamed of being treated when we were in-house. We deliver. Members of our team have led the charge on corporate and employment law aspects of some of the biggest mergers of their time and seen to successful integration once the deals were done. Weve served as outside counsel handling all varieties of corporate matters and managed major dockets of litigation, helped clients dramatically reduce such claims before they are filed, handled administrative charges nationwide, dealt with boards and senior leadership in "bet the company"​ scenarios and been joined at the hip with in-house counsel, human resources professionals, and managers in the front lines. Weve been the go-to resources on mission-critical and day-to-day issues as well as everything in between. We can help you anticipate the next big issue, identify opportunities, avoid unintended consequences, exceed expectations, and maintain the trust and confidence of your internal clients – something we know you worked hard to build. Lets talk. We would love to hear what you have going on and what you see as trends, primary challenges and next issues. We always want to learn more about your business. We want to help you in your mission to add value. And when you are ready, lets talk about how we can help your team.

DUAL North America

DUAL North America is a prominent independent underwriting organization based in the United States, part of the global DUAL Group. Established in 2013, it has become a leading program administrator in the insurance sector. The company operates under the Howden-owned DUAL Group, which is recognized as one of the largest managing general agents worldwide, with a presence in 21 countries and over $3.5 billion in gross written premium. The company specializes in expert underwriting solutions across various insurance lines, including commercial property, casualty, financial lines, and surety. DUAL North America offers more than 40 unique products tailored to meet diverse client needs. It also features a robust online platform that enables appointed producers to quote, bind policies, and manage documents digitally. With a network of over 11,000 brokers globally, DUAL North America serves a wide range of clients, from small businesses to large fleets, particularly in regions like California and Texas.

TruStone Financial Credit Union

TruStone Financial Credit Union is a member-owned financial cooperative based in Plymouth, Minnesota. Founded in 1939 by eight educators, it has grown to become Minnesota’s second-largest credit union, serving members across Minnesota and Wisconsin through 13 branches. The credit union emphasizes financial education, reflecting its origins as a teachers credit union, and operates under a "For Life" philosophy that prioritizes long-term relationships with members and community prosperity. TruStone offers a range of services, including digital banking for account management, loans for auto, mortgage, and personal needs, as well as credit cards and investment products. It also provides business solutions such as commercial lending and business account services. The TruStone Foundation promotes financial literacy through partnerships and scholarship programs, supporting youth education in the community. The credit union continues to grow through strategic mergers and technological investments, enhancing its member services and operational efficiency.

AIB

AIB is a financial institution that offers personal and commercial banking products and services for individuals and businesses.