Choice Bank

Choice Bank is a commercial bank focused on serving the financial needs of its local community. The bank offers a range of services including savings deposits, mortgages, personal loans, and internet banking, providing customers with accessible retail banking solutions. In addition to traditional banking services, Choice Bank emphasizes comprehensive financial management, encompassing investment and retirement planning, risk management, and estate conservation. The bank aims to build strong partnerships with clients, ensuring a thorough understanding of their needs to develop cohesive financial strategies tailored to individual circumstances.

Brian Johnson

Co-CEO and Board Member

2 past transactions

PortX

Series A in 2022
PortX’s Fintech Hub is the Integration-Platform-as-a-Service focused on financial services infrastructure that allows open access to core data and simplifies integrations to third-party applications like fintechs. Access to data and the freedom to connect with partners enables rapid project delivery, agile innovation cycles, and optimal user experiences. PortX facilitates interoperability between internal systems and services such as online banking, credit checks, mortgage and loan applications, and more, allowing for a real-time 360-degree view of account holder data. Financial institutions can empower their teams to connect to fintech partners and real-time payment networks like Zelle®, ACH, FedNow, and others. For more information, please visit portx.io and connect on LinkedIn.

Bernier Insurance

Acquisition in 2021
Bernier Insurance, Inc. is a full-service insurance agency based in Rochester, New Hampshire, established in 1981. The company specializes in a wide range of personal insurance products, including home, auto, motorcycle, rental property, disability, long-term care, recreational vehicles, and life insurance. Additionally, Bernier Insurance provides various commercial insurance offerings, such as property, automobile, transportation, contractors, manufacturers, and workers' compensation insurance. The agency also covers specialized areas like general liability, pollution liability, employment practices liability, professional liability, and directors and officers liability insurance. By offering a diverse array of insurance solutions, Bernier Insurance aims to help clients protect themselves against potential risks and uncertainties.
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