CLOs on the Move


 
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Cohen & Co

Cohen & Co is a professional services firm based in Cleveland, Ohio, founded in 1977. With over 800 employees across 15 offices in eight U.S. states, the firm specializes in tax, assurance, and advisory services. Its diverse client base includes privately held companies, public and private investment funds, fund advisers, and Fortune 1000 multinational enterprises. Recognized as one of the top 100 accounting firms in the United States by annual revenues, Cohen & Co fosters a disciplined culture focused on delivering results and personal commitment to clients. The firm emphasizes employee development and community involvement, partnering with institutions like Youngstown State University. Its service offerings include comprehensive tax planning, audit and assurance engagements, and consulting on business strategy and operational improvements, tailored to various industries such as investment management and multinational corporations.

Xperience Restaurant Group (XRG)

Xperience Restaurant Group (XRG) is a leading operator of casual and fine dining restaurants specializing in Mexican cuisine. Founded in 1954 with its flagship brand, El Torito, the company has grown to operate approximately 56 to 68 restaurants across the United States, serving over 10 million guests annually and employing a dedicated team of more than 3,400 to 4,300 members. XRGs portfolio features well-known brands such as El Torito, Chevys Fresh Mex, and SOL Mexican Cocina, each offering unique dining experiences that highlight authentic Mexican flavors. The company is recognized for its innovative concepts, including Taco Tuesday and tableside presentations, which have significantly influenced the Mexican dining scene in the U.S. XRG is committed to delivering high-quality cuisine in a welcoming environment, focusing on both traditional flavors and culinary innovation to enhance guest experiences.

FMI

FMI is a full-service contract manufacturing company established in 1992, specializing in the formulation, manufacturing, and packaging of prestige products in the personal care, home care, and fragrance markets. They provide a comprehensive range of services, including product development, formulation, manufacturing, filling, warehousing, shipping, and third-party logistics. This allows clients to efficiently bring their products to market with personalized attention. FMIs expertise covers a wide array of products, such as skin care items, fragrances, cleaning products, sun care solutions, air fresheners, mens grooming products, laundry detergents, dietary supplements, hair care, lip balm packaging, and bath and shower essentials. They position themselves as a key partner for beauty and personal care companies, offering the capabilities of a large manufacturer combined with the personal touch of a smaller company. Their clients benefit from a hassle-free process from initial product conception to final delivery.

ShareWaves

Thank you for taking the time to learn more about The ShareWaves Foundation. ShareWaves Overview: We continue to build a youth sports foundation that provides positive, game-changing solutions for children in under-resourced communities. We are helping kids play the games they love. Who We Are: ShareWaves is a 501c3 public charity working to deliver high-quality sports experiences to kids in under-resourced communities. Launched almost 3 years ago, ShareWaves is targeting children from any home that experiences multi-layered barriers to sports access and are less likely to receive the support they need. Our Why? The gap between "the haves" and the "have nots" is getting wider. Without access to sports and structured play, kids miss critical benefits, including physical health, social-emotional growth, and academic development. Emergent Issue!!! COVID restrictions further limited access to organized sports and extracurricular activities causing kids to lose an entire year of life-skill development, social interactions, and academic interruptions. ShareWaves is targeting several ways to help kids recover by delivering tangible impact to children suffering and delivering programs of significance to kids in need. 5 Key Initiatives: 1. Provide micro-funding grants to assist in connecting kids to high-quality sports experiences. 2. Build #Ready2Play Training Experiences for Kids and the #Ready2Play app. 3. Create digital content that showcases the "power of sports" to transform young lives. 4. Lead the formation of a KC Youth Sports Alliance (KC-YSA) 5. Host high-energy, one-of-a-kind events that raise awareness and support our mission. Children in our city need us now more than ever as they experience an avalanche of pressure this fall returning from extended periods of social isolation, educational uncertainty, and inactivity caused by COVID. We work to develop strong impact partnerships with like-minded individuals and organizations that want help kids heal.

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.