Company Name

Industry

Location

Revenue

Employees

J.C. Flowers & Co.

Financial Services

United States, New York

$10M to $25M

11-50

Farmers State Bank of Waupaca

Banking

United States, Wisconsin

$10M to $25M

11-50

CDS Insurance Services

Insurance

United States, California

$10M to $25M

11-50

The Fundworks

Financial Services

United States, California

$10M to $25M

11-50

HEOPS

Insurance

United States, Tennessee

$10M to $25M

11-50

Leaders Life Insurance Company

Insurance

United States, Oklahoma

$10M to $25M

11-50

Farmers Insurance Company of Flemington

Insurance

United States, New Jersey

$10M to $25M

11-50

Innovation Partners

Financial Services

United States, North Carolina

$10M to $25M

11-50

Retirement Resources

Financial Services

United States, Michigan

$10M to $25M

11-50

Conte Wealth Advisors

Financial Services

United States, Pennsylvania

$10M to $25M

11-50

R|W Investment Management

Investment Management

United States, Idaho

$10M to $25M

11-50

Segreve & Hall Insurance and Compass Financial

Insurance

United States, Massachusetts

$10M to $25M

11-50

Warsaw Federal Savings and Loan

Banking

United States, Ohio

$10M to $25M

11-50

Lyon Fry Cadden Insurance

Insurance

United States, Alabama

$10M to $25M

11-50

Castanea Partners

Venture Capital & Private Equity

United States, Massachusetts

$10M to $25M

11-50

Dragon Financial Services

Financial Services

United States, Florida

$10M to $25M

11-50

White Clay

Banking

United States, Kentucky

$10M to $25M

11-50

Sonus Benefits

Insurance

United States, Missouri

$10M to $25M

11-50

Marshall Insurance Agency

Insurance

United States, Virginia

$10M to $25M

11-50

TEAM FINANCIAL PARTNERS

Financial Services

United States, California

$10M to $25M

11-50