CLOs on the Move


 
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Innovated Holdings, Inc

A company dedicated to excellence in the insurance and financial services industries. Through data-driven management and lasting relationships, IH has built a solid foundation capable of taking companies to the next level of performance, profitability, and stability. Our business approach is straightforward. We believe that the power and success behind any business or industry lie within knowledge – knowledge of your products, the direction of your company, and the ongoing execution of a stellar strategic plan. These core assets, coupled with unmatched talent from a thriving corporate culture, are what we believe to be the key ingredients for achieving profitable, steady growth.

Phillip Jeffries Ltd

Phillip Jeffries Ltd is a family-run company that specializes in the manufacture and importation of high-quality, unique, and textured wallcoverings. Founded in 1976 by Eric Bershad, the company has established itself as a global leader in the industry, offering an extensive range of over 1,000 natural wallcoverings. Their product lineup includes Japanese paper weaves, gold leaf, grasscloth, silks, and unique hand-crafted specialties, all crafted by skilled artisans to ensure exceptional quality and aesthetic appeal. The company is led by Eric Bershads sons, Philip and Jeffrey Bershad, who serve as President and Chief Executive Officer, respectively. This family involvement helps maintain the companys mission and values. Phillip Jeffries is known for its commitment to fast delivery, making it a preferred choice for interior designers, architects, and high-end homeowners seeking distinctive wallcovering solutions.

American 1 Credit Union

Mission Statement The mission of American 1 Credit Union is to create financial wellness in our communities through personal everyday banking. From our beginning in 1950 to where we are today, serving over 62,000 people in five Michigan counties, American 1 Credit Union has been committed to providing excellent, low-cost everyday banking for our members. For more information on who we are, please visit - https://www.american1cu.org/about-us/who-we-are All loans are subject to approval. American 1 Disclosures - http://a1cu.us/Disclosures American 1 Privacy Policy - http://a1cu.us/Privacy-Policy This credit union is federally insured by the National Credit Union Administration. Equal Housing Opportunity. USA Patriot Act: Member Identification Requirements In accordance with Section 326 of the USA Patriot Act, applicants for new accounts are requested to provide current picture identification that verifies identity including name, address, and other identifying information. In some cases, identification will be requested for current members if original documentation was not obtained with the opening of the account. In all cases, protection of our members identity and confidentiality is our pledge to you. We proudly support all efforts to protect and maintain the security of our members and our country.

Berkley Program Specialists (a Berkley Company)

Berkley Program Specialists is a leading insurance operation dedicated exclusively to program business. We provide access to national admitted and non-admitted A+ XV insurance carriers, program management expertise, and reinsurance support when required to program administrators in the U.S. We are a casualty driven company, although we have the ability to offer ancillary property and automobile products as well. Our Mission Berkley Program Specialists goal is to be the preferred insurance operation for program administrators who are experts in the industries they serve and are looking for a stable, secure, and proven company to support and help grow their casualty-driven homogeneous niche program with annual GWP of at least $5 million. Business We Seek Our preferred client is a highly respected program administrator or insurance specialist who possesses the ability to quote, underwrite, rate, bind and issue policies within a homogeneous industry field. They should have a strong sense of integrity, significant expertise in their chosen industries, a differentiated value proposition, and a solid distribution system. Our preferred program opportunities consist of annual premiums in excess of $5 million, complete with strong, documented premium and loss histories.