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Fortis is a team of experienced M&A professionals who serve as the post-closing representative of selling shareholders in private company mergers and acquisitions. Post-closing shareholder representation is a complex, time-consuming, burdensome and unpredictable task and involves a commitment that can extend for years. It requires a dedication of time and effort that most individuals cannot make. If problems arise, the duties and responsibilities of the shareholder representative increase exponentially, and may even subject the representative to the risk of liability. Shareholders are increasi... view company details

Valeo Financial Advisors, LLC 10 W Carmel Drive, Suite 400 Carmel, IN 46032 United States Valeo Financial Advisors is a fee-only advisory firm that is ranked as one of the largest financial advisory firms in the Midwest, and a Top 300 RIA Firm by the Financial Times. We focus on a client's entire financial picture including insurance, taxes, cash flow, educational funding, retirement, and estate planning. As a result, we strive to provide the peace of mind that only comes from knowing all aspects of your financial life are working well together. All of this for one transparent fee. view company details

Founded in 2002, Mission Capital Advisors, LLC is a leading national, diversified real estate capital markets solutions firm with offices in New York City, Florida, Texas, California and Mobile, Alabama. The firm delivers value to its clients through an integrated platform of advisory and transaction management services across commercial and residential loan sales; debt, mezzanine and JV equity placement; and loan portfolio valuation. Since its inception, Mission Capital has advised a variety of leading financial institutions and real estate investors on more than $65 billion of asset sale and... view company details

CenterPoint Energy, Inc. operates as a public utility holding company in the United States. The company's Electric Transmission & Distribution segment offers electric transmission and distribution services to retail electric providers, municipalities, electric cooperatives, and other distribution companies. As of December 31, 2018, it owned 235 substation sites with a total installed rated transformer capacity of 68,338 megavolt amperes; and 15 regional service centers located on a total of 332 acres of land. Its Natural Gas Distribution segment sells regulated intrastate natural gas; provides... view company details

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Hennessy Advisors, Inc. is publicly owned investment manager. It provides its services to Hennessy Funds and investment companies. The firm launches and manages equity, fixed income, and balanced mutual funds. It invests in the public equity and fixed income markets across the globe. The firm primarily invests in growth stocks of companies. It conducts in-house research to make its investments. Hennessy Advisors, Inc. was founded in 1989 and is based in Novato, California with additional offices in Boston, Massachusetts and Chapel Hill, North Carolina. view company details

James Capital Advisors, Inc. (JCA) is a commercial real estate brokerage firm that specializes in net lease and multifamily investment sales throughout the U.S. Originally founded by Mike James as "The James Group" in 2012, the firm rebranded to "James Capital Advisors" in 2018 and set out to develop the next generation of real estate brokerage services. In the 18 months that followed, the firm experienced 400% growth and established a new flagship office in Los Angeles, CA. James Capital Advisors operates on a transparency-driven shared client management platform. This allows us to avoid dupl... view company details

The Employee Benefits, Federal Workers' Compensation and Disability Management Specialists. Managed Care Advisors, Inc. (MCA) is an innovative, woman-owned employee benefits and disability management consulting and workers' compensation case management company that services clients throughout the United States and U.S. Territories. Our products and services are designed to complement customers' business processes in order to maximize productivity, employee potential, and program outcomes. This approach creates an environment that empowers individuals and organizations to function at their high... view company details

TCI Wealth Advisors, Inc. is an independent, fee-only wealth advisory firm with an uncompromising commitment to the happiness of clients and staff. We act in a fiduciary capacity, rendering wealth advisory, investment management, and financial planning services. The company was founded with the mission of putting clients' interests first by specifically striving to simplify their lives via trusted, respectful, honest, and open communication. With offices in Tucson, Scottsdale, Flagstaff, Reno/Tahoe, Denver and nearly $3 billion assets under management, TCI is one of the largest independent, re... view company details

Anders provides accounting, tax and auditing services. view company details

Hartman is a provider of business strategy consulting, IT management and asset valuation services to the education and healthcare sector. view company details

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Real Estate Expert Advisors is a Premier residential Real Estate firm, based in Atlanta, Ga. Co Founders Tracy Cousineau and Jason Williford, felt they could deliver the consumer and their licensed Expert Advisors with a better way to sell Real Estate. Named in 2016, Inc Magazine's 354th fastest growing privately held company in America, 904th in 2017. The company's Proven home selling systems have been mentioned on National TV and Local Radio Networks. Real Estate Expert Advisors, built on providing a World Class experience for home sellers/buyers; has innovative processes to NET sellers more... view company details

Gyrodyne, LLC. owns, leases and manages diverse commercial properties. The firm is distinguished by its service-oriented philosophy toward property ownership and management. Gyrodyne has grown from a largely Long Island player during the past into a diversified East Coast presence with an emphasis on medical office product. view company details

Grounded in Wall Street and enabled by technology, Mirador, LLC combines powerful data science and deep financial expertise to provide best-of-breed financial reporting services for U/HNW investment portfolios. Through partnerships with leading technology platforms, Mirador's service offering creates insightful, consolidated, real-time views of all assets and liabilities - what they are, who holds them, how ownership is divided, how they're invested, and how they're performing - strategically constructed to identify opportunities and expose financial risks. Unlike large multi-offering firms fo... view company details

OneGlobe LLC, is a small business incorporated in Virginia in 2005. At OneGlobe, we tap into the needs of our clients and work diligently to deliver innovative Information Technology solutions and consulting services that solve real-world business challenges. For over a decade, our consultants and developers have exceeded expectations and consistently delivered high-quality solutions, architecture, products and methodologies to our clients, both on time and on budget. Our core competencies at OneGlobe range from IT Architecture and System Development using Agile and DevOps development practice... view company details

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