North Woods Capital Benefits
Acquisition in 2021
North Woods Capital Benefits, based in Buffalo, New York, is an advisory firm specializing in employee benefits and human resources. They assist businesses of varying sizes in navigating the intricate landscape of employee benefits by offering a comprehensive suite of services including health insurance, retirement planning, legal consulting, payroll management, accounting support, printing services, group life insurance, proactive HR consulting, on-demand hourly consulting, and project-based HR services. Their expertise aims to help clients manage costs effectively while ensuring long-term savings and compliance with relevant regulations.
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.