Financial Institutions
Financial Institutions, Inc. is a financial holding company that operates primarily in Western and Central New York. It serves as the parent company for Five Star Bank, a community bank chartered in New York State, and Five Star Investment Services, Inc., a brokerage subsidiary. The company provides a comprehensive range of consumer and commercial banking services tailored for individuals, municipalities, and businesses. Its operations are concentrated in 15 contiguous counties, allowing it to effectively address the financial needs of the local communities it serves. Through its banking segment, Financial Institutions, Inc. delivers retail and commercial banking solutions, positioning itself as a key player in the regional financial landscape.
North Woods Capital Benefits
Acquisition in 2021
North Woods Capital Benefits is an employee benefits and human resources advisory firm located in Buffalo, New York. The firm offers a comprehensive range of services that include legal, payroll, accounting, and printing solutions, as well as group life insurance, health insurance, and retirement planning. Additionally, North Woods provides proactive HR consulting, on-demand hourly consulting, and project-based HR services. The firm aims to assist clients of all sizes in navigating the complexities of employee benefits and human resources, focusing on compliance and cost control to enhance long-term savings.
Landmark Group
Acquisition in 2020
Landmark is an independent insurance brokerage firm delivering insurance, surety and risk management solutions across many business sectors including construction, manufacturing, real estate and technology, as well as individual personal insurance.
Flexiloans
Debt Financing in 2017
FlexiLoans is a Mumbai-based lending platform established in 2016, dedicated to providing quick and flexible funding solutions for small and medium-sized enterprises (SMEs) in India. Recognizing that over 80% of loan applications from SMEs are often rejected by traditional financial institutions due to insufficient credit history or collateral, FlexiLoans aims to bridge this financing gap. The company leverages digital transformation and advanced data analytics to create an online marketplace that connects loan seekers with potential investors. This innovative approach allows SMEs, particularly those lacking conventional credit histories, to access customized business loans, seasonal inventory financing, and equipment funding. By focusing on alternative scoring methods, FlexiLoans aspires to tap into the significant unserved demand within the SME sector, fostering growth and economic development.
Courier Capita
Acquisition in 2015
Courier Capital, LLC is a privately owned investment management firm based in Buffalo, New York, with an additional office in Jamestown, New York. Established in 1967, the firm specializes in providing tailored investment advice and financial consulting services primarily to individuals and high net worth clients. Its offerings include pension consultation, institutional retirement planning, and management of both equity and fixed income portfolios. The firm serves a diverse clientele, including banking institutions, charitable organizations, and corporate investment pools. Courier Capital employs a comprehensive approach to investment, utilizing qualitative and quantitative analysis alongside a bottom-up stock picking strategy. Performance is benchmarked against 10-year Treasury Bills, and the firm leverages both in-house and external research to inform its investment decisions. As a subsidiary of Financial Institutions Inc., Courier Capital is committed to optimizing wealth preservation, growth, and legacy planning for its clients.
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