We specialize in working with institutional investors, primarily insurance GA allocators and commercial banks. We seek out and represent innovative and unique investment offerings, market-leading structured insurance and benefit finance solutions, and best-in-class services that deliver revenue realization and cost management for our clients.
We represent and assist select partner firms in delivering their capabilities tailored to our client's specific needs and objectives. Our service provider partners, each with proven expertise and track records, serve executive teams across a wide range of areas.
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.
Empowering organizations as the leading designer and administrator of compensation, benefit, investment, and finance strategies.
Newcleus understands that compensation should balance the priorities of your key employees to keep them growing within your organization, helping you to retain top talent while significantly offsetting their future tax burden.
Creatively pioneering new benefit and compensation products while offering
unique investment strategies to cover their costs.
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.
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.
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.
Focused on Middle-Market Private Equity Investing Open Architecture, Bespoke ICOLI Structures | ICOLI Diagnostic Reviews and Remediation
Capital and Tax Benefits | Strong Performance Track Record | Premier North American Middle Market Private Equity Funds
Mortgage-backed security ETF | SVO-Identified Bond ETF | NAIC A.1 Rating | Available as a Bespoke SMA | Options for MBS Separately Managed Account
Bond-BOLI Level-Up Trade | New GA BOLI Placement New SA BOLI Placement | SA & GA Diagnostic Reviews and Remediation
Data and payment contract optimization | Revenue enhancement/cost reduction strategies
Real Estate Finance | CM1-Rated Ag Loans
Low-cost lifetime benefits for top talent | Executive Comp Consulting
Intera Capital has partnered with Community Capital Management (CCM) and Impact Shares to launch the OWNS ETF. OWNS supports low-and moderate-income families (LMI) , minority families, and/or families that live in persistent poverty areas with a focus on increasing the flow of mortgage capital to support homeownership.
Impact Shares Affordable Housing MBS ETF (NYSE: OWNS) Celebrates Its First Anniversary:
Impact Shares Launches the Affordable Housing MBS ETF (NYSE: OWNS)
Marvin Owens, Chief Engagement Officer, Impact Shares
Copyright © 2023 Intera Capital Partners LLC - All Rights Reserved.
“Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor; 26 W Dry Creek Circle, Suite 800, Littleton CO 80120, (303) 797-9080. Intera Capital Partners, LLC is not affiliated with The Leaders Group, Inc. or TLG Advisors, Inc.”
Powered by GoDaddy