Accounting & Tax (2)
Consulting (4)
Financial Planning (15)
Insurance (3)
Mortgage Lending (6)
FNIC delivers commercial insurance solutions grounded in expertise, relationships, and a deep understanding of the risks businesses face every day. As a trusted partner to companies across manufacturing, transportation, construction, and other key industries, we go beyond coverage placement to help organizations identify exposures, strengthen safety practices, and make informed decisions that protect their people, property, and operations.
Our team is committed to transparency, education, and hands‑on service—providing clients with an advocate who is accessible, proactive, and invested in their long‑term success. At FNIC, we don’t just insure businesses—we help them build resilience and keep moving forward with confidence.
Tax Manager a part of a small firm in St. Charles, IL.
Aptus Inc., a Nevada corporation ("Aptus"), is a parent company that holds a group of privately owned firms, real estate, alternative investments, and a portfolio of equities & bonds. Aptus, established in 2018, invests in businesses related to software, mergers and acquisitions (M&A), brand strategy, hotel, and dental practice management.
At Arbor Financial Advisors LLC, we focus on service, transparency, availability, and educating our clients. We challenge each individual client to ask questions. At Arbor Financial Advisors LLC we believe by educating our clients we can build life-long relationships. We want to break away from your traditional status quo experts and tailor specifically to your needs and lifestyle. Our focus is on you, your goals, and how our approach on comprehensive financial planning can improve your overall experience.
Ariel Investments, LLC is a global value-based asset management firm founded four decades ago in 1983. Ariel is headquartered in Chicago, with offices in New York City, San Francisco. Ariel serves individual and institutional investors through five no-load mutual funds and eleven separate account strategies. Our four core values are: Active Patience®, Independent Thinking, Focused Expertise and Bold Teamwork. We model these behaviors in everything we do.
We built Aspen for RIA owners who are looking for a financially attractive option to transition ownership while preserving their legacy and unlocking their firm’s next chapter of growth. Our unique supported and decentralized model enables a transition of ownership while minimizing disruption for their clients and taking care of their people. Aspen is a perpetual capital partner that will guarantee the firms’ continued independence for generations, ensuring their people have rich and engaging careers and their clients can continue to rely on the same unparalleled service. Aspen supports its leadership teams with best-in-class talent development programs, strong marketing and business development teams, compliance support programs, and a path-to-partnership for high performing advisors.
We are an entrepreneurial investment firm backed by leading institutional investors with over $15B in assets and 1,000+ transactions. We are on a mission to acquire, operate, and thoughtfully grow a single exceptional business in the United States.
We focus on founder- and family-owned companies that provide essential B2B services, tech-enabled services, or software solutions. Our ideal partners are businesses with stable recurring revenue, diversified customer bases, strong growth potential, and $2M+ EBITDA (not a hard requirement).
Unlike traditional private equity firms, we take a long-term, hands-on approach. We are committed to preserving the legacy and culture that owners have built while bringing the strategic and operational resources needed to unlock sustained growth for employees, customers, and communities.
If you are a business owner considering succession, or if you know someone exploring a transition, we would love to connect.
(We also offer generous referral fees for introductions that lead to a successful acquisition.)
Private Equity Investments, strategic advisory, portfolio management, and exit planning services
Mortgage lending for VA, Conventional, FHA and other loan products
Accounting, Tax, Management Consulting