Bringing Together Shared Values and Interests in Finance.

Founded in 2005, Twin Bridge Capital Partners (TBCP) is a leading private equity investment firm majority owned by its employees. It makes investments in North American small and middle-market companies through a combination of buyout funds and direct equity co-investments. 

TBCP is an entrepreneurial business focused on supporting talented managers and management teams who build sustainable, growing companies. Its mission is to take a rigorous and disciplined approach to investment sourcing and selection, intentional portfolio construction, and prudent risk management, all applied with a long-term focus.

Sit Investment Associates (SIA) is one of the largest independent, minority-owned investment management firms in the United States. For over 40 years, our success has been built on long-term client relationships, which in turn are built on a foundation of trust, commitment, understanding, and expertise. We take pride in serving as a true extension of our client’s operations. 

Our highly experienced and knowledgeable investment professionals work directly with clients, providing highly individualized service in increasingly challenging economic and financial environments. SIA manages a wide range of global growth equity and fixed income strategies for institutional and retail investors.  

The consulting services of Institutional Architects covers a wide range of corporate needs, including designing financial asset strategies, providing access to tax-managed financial products, executive benefits design and funding, and conducting financial project diligence and modeling.

With proven technical expertise, IA evaluates current programs and determines the availability of enhancements to help optimize financial performance, manage risks more effectively, and achieve long-term results. 

From strategic financial planning for institutional asset pools, to creating a custom performance-based compensation plan for executives, our team plays a crucial role in navigating the complexities of the institutional financial landscape. 

Strategic Resource Management (SRM) has helped more than 1,050 financial institutions to realize $3.6 billion in critical areas such as payments, digital transformation, core processing, artificial intelligence, and operational efficiency.

With decades of experience, SRM has lowered costs, enhanced revenues, increased productivity, expanded customer satisfaction, and provided a competitive edge for clients in an environment of constant and accelerating change. 

Community Capital Management, Inc. (CCM) is a registered investment adviser managing over $4 billion in assets. 

CCM utilizes an innovative approach to fixed-income and equity investing by combining the positive outcomes of impact and ESG investing with rigorous financial analysis, an inherent focus on risk management, and transparent research. 

Within their fixed income portfolios, impact customization provides investors the opportunity to direct their capital to support specific geographies (also known as place-based impact investing) in one or more of 18 impact themes. 

Impact Shares helps organizations translate their social values into an investable product that is traded on the  NYSE  

They are a registered investment advisor and ETF issuer with an innovative platform for clients seeking maximum social impact with market returns. 

Impact Shares’ goal is to build a capital markets bridge between leading nonprofits, investors, and corporate America to direct capital and social engagement on societal priorities.

Newport is an independent retirement services provider that helps employers prepare employees for a more financially secure retirement. The company has more than $330 million in corporate retirement and insurance assets and is among the nation’s leading providers of non-qualified plan services, bank-owned life insurance (BOLI) solutions, and insurance company-owned life insurance (ICOLI). 

Newport provides retirement solutions tailored to the needs of employers of every size, from small businesses to the Fortune 1000.