CLOs on the Move


 
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First Legal

First Legal is the first comprehensive File Thru Trial™ solutions firm providing a single-source approach that enables us to simplify the litigation process for our clients. Our culture of innovation, trust, quality service, and depth of industry knowledge makes us uniquely qualified to bring relevant and timely solutions. Our suite of services, including court filing, eFiling, service of process, court reporting, eDiscovery, record retrieval, digital, and investigations, work together to ensure a personalized and effortless client experience. CA PI: 24171, AZ PI: 1551710, NV LICENSE: NV PI-PS: 1452, FIRM NO: 094F

XNRGY Climate Systems

XNRGY Climate Systems is a Montreal-based company that designs, develops, and manufactures HVAC systems with a strong emphasis on energy efficiency and sustainability. Founded in 2017, the company aims to lead North America in sustainable design and advanced manufacturing of custom air handling systems, particularly for data centers, healthcare facilities, clean rooms, and life sciences environments. The company offers custom-engineered air handling units tailored to meet specific project requirements, focusing on reducing power usage effectiveness and carbon footprints. XNRGY specializes in thermal management solutions, ensuring optimal cooling and heating for mission-critical facilities. Its product lineup includes custom air handlers, energy recovery systems, and specialized materials designed to meet demanding specifications. XNRGY serves a diverse clientele, including major cloud and hyperscale data center operators, healthcare facilities, and life sciences organizations, ensuring high standards of air quality and efficiency.

Lighthouse CFO Group

We serve as part-time or full-time interim CFOs, or work on a project basis to find solutions during periods of transition or critical need. Clients are typically closely held and/or managed, with our direction received from the CEO, owners, or the Board of Directors. We often work closely with executive managers to identify and resolve key issues and develop financial strategies supporting long term objectives.

Adams Brown

Adams Brown is a regional certified public accounting and advisory firm based in Wichita, Kansas, founded in 1945. With nearly 400 professionals, the firm serves clients across all 50 U.S. states, Canada, and the Caribbean. It is recognized as one of the largest accounting firms in Wichita and is affiliated with BKR International, which enhances its ability to assist clients with international business operations. The firm offers a wide range of services, including tax planning and compliance, audit and assurance, business consulting, client accounting and advisory services, wealth management, and managed IT and cybersecurity services. Adams Brown has specialized teams focused on various industries, such as agriculture, construction, manufacturing, healthcare, and not-for-profit organizations. The firm emphasizes a client-centric approach, fostering strong relationships and providing personalized service to closely held and family-owned businesses, as well as individuals and families seeking financial planning.