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.

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.

Community Capital Management, Inc. (CCM) is an investment adviser registered with the Securities and Exchange Commission. Headquartered in Fort Lauderdale, CCM was founded in 1998 and manages over $4 billion in assets. The firm believes a fully integrated portfolio — one that includes environmental, social, and governance (ESG) factors — can deliver strong financial performance while simultaneously having positive long-term economic and sustainable impact. 

CCM’s strategies utilize 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 our 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, and impact initiatives. 

Impact Shares is a registered investment advisor and an ETF issuer that created a new and 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. Impact Shares is a tax-exempt non-profit organization under Section 501(c)(3) of the Internal Revenue Code. 

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. 

Powering 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. 

Investing in people, technology, and community to generate superior returns for its clients.   

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.