Jacobs Asset Management

Denim Social is a social media management software company that specializes in providing tools for marketers in regulated industries, particularly banking, insurance, mortgage, and wealth management. With its platform, Denim Social enables institutions to effectively manage both organic and paid social media content, allowing brands to engage consumers, strengthen community relationships, and drive sales while adhering to compliance requirements. The company is recognized as the only social media management platform endorsed by the American Bankers Association for use by banks and financial services firms. Trusted by over 250 institutions, Denim Social aims to simplify social media engagement for its clients.

Synergy One Lending is a licensed mortgage origination company operating in 45 states, specializing in both retail and wholesale business channels. Established in 2013, the firm offers a comprehensive range of home financing products, including traditional and reverse mortgages. It operates under the brand Retirement Funding Solutions for its reverse mortgage services and More Lending for its specialty product wholesale offerings. By leveraging a broad network of loan officers, mortgage brokers, and direct sales channels, Synergy One Lending aims to support clients in growing their businesses while providing modern mortgage solutions.

Fentura Financial, Inc., established in 1898 and headquartered in Fenton, Michigan, operates as a holding company for The State Bank. It provides a comprehensive range of banking products and services to individuals, small businesses, and governmental entities across central and southeastern Michigan. These include deposit accounts such as checking, savings, certificates of deposit, and individual retirement accounts; loan services like residential mortgages, home equity loans, personal loans, commercial real estate loans, business loans, and lines of credit; wealth management, treasury management, trust, and life insurance services; credit and debit cards, remote deposit services, online and mobile banking, and merchant services. The company operates through 15 full-service branches in Genesee, Livingston, Oakland, Saginaw, and Shiawassee counties.

CVH Holdings operates as a public real estate investment trust focused on developing a corporate structure designed to sustain and grow its business. The company is involved in the acquisition, management, and development of real estate properties, aiming to generate stable income and long-term value for its stakeholders. Through its strategic approach, CVH Holdings seeks to navigate the complexities of the real estate market while ensuring operational efficiency and financial stability.

Cove Financial Group Inc., has created the Mortgage Alternative Program for would-be home buyers who have a down payment, but do not qualify today for a mortgage.

Acorns is a financial technology company founded in 2012 and based in Irvine, California. The company offers a mobile application that enables individuals to automate micro-investments by rounding up their everyday purchases and investing the spare change into a diversified portfolio of exchange-traded funds. Acorns employs a proprietary financial engine to facilitate these micro-investments, allowing users to invest small amounts of money effortlessly. In addition to its investment services, Acorns provides debit card, personal checking, investment, and retirement account options, making it easier for users to manage their finances and grow their savings over time.

Cove Financial Group Inc., has created the Mortgage Alternative Program for would-be home buyers who have a down payment, but do not qualify today for a mortgage.

Wingspan Portfolio Advisors is a financial services firm located in Dallas, Texas, specializing in claims management and customer complaint escalation services. The company offers a range of diversified mortgage services aimed at lenders, servicers, investors, mortgage insurers, and attorneys. Utilizing a proprietary, detail-oriented approach, Wingspan Portfolio Advisors applies advanced servicing techniques to transform non-performing loans into reperforming assets, thereby enhancing the efficiency and effectiveness of mortgage management.

JCR Capital is a real estate firm based in Denver, Colorado, that focuses on providing capital solutions for commercial real estate sponsors. Established in January 2006, the firm specializes in mezzanine loans, bridge loans, preferred equity, and equity financing, particularly for value-added, distressed, and opportunistic transactions. JCR Capital targets investments across various asset classes, including multifamily, office, industrial, retail, land, lots, and condominiums, while avoiding sectors such as healthcare, hospitality, new construction, and student housing. The firm operates mainly in the Mid-Atlantic, Western, Southwest, and Northwest regions of the United States, including states like Colorado, California, Arizona, and Florida. JCR Capital typically invests between $1 million and $15 million and aims for short-duration investments, holding them for an average of around two years. The firm is known for its flexible financing structures and strategic co-investments at the sponsor level.