PMA Financial Network
PMA Financial Network, Inc. is a provider of financial and investment advisory services tailored to school districts and public entities. Founded in 1984 and based in Naperville, Illinois, the firm serves over 2,400 clients across eleven states. PMA offers a range of services, including self-directed investment options, customized discretionary management solutions, and comprehensive financial planning programs. Its public finance expertise encompasses financial advisory services, credit rating assistance, and planning for bond and sales tax referendums. The company also administers investment pool services, which include advanced reporting and transaction systems, as well as fund accounting and marketing services. PMA is recognized for its commitment to best practices and is regarded as a trusted partner in the financial success of its clients.
1 past transactions
Miles Capital
Acquisition in 2020
Miles Capital, Inc. is a privately owned investment manager based in West Des Moines, Iowa, established in 1982. The firm provides institutional-quality investment solutions to a diverse clientele, including insurance companies, government entities, not-for-profit organizations, and high-net-worth individuals. Miles Capital manages client-focused equity and fixed-income portfolios, as well as alternative investments, employing a combination of fundamental and quantitative analysis. Its equity investments span various securities, including exchange-listed stocks and exchange-traded funds, with a focus on both small-cap and large-cap companies. In fixed income, the firm invests in a range of debt securities, municipal securities, and government securities, among others. For alternative investments, Miles Capital engages in private equity, hedge funds, real estate, and commodities. The firm conducts in-house research to inform its investment strategies, aiming to help clients achieve their financial goals and desired returns.
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