Baker Tilly
Private Equity Round in 2024
Baker Tilly is a global consulting firm established in 1931, providing a diverse array of services including advisory, tax, audit, and assurance. The firm specializes in analytics, valuation, government contractor advising, investment banking, performance optimization, internal audit, cybersecurity, and executive search. Baker Tilly serves a wide range of sectors, including agribusiness, banking, construction, healthcare, education, insurance, technology, and government. In addition to its core offerings, the firm also provides services related to risk management, compliance, and turnaround management. With a commitment to delivering customized solutions, Baker Tilly aims to help clients navigate complex business challenges and achieve sustainable growth.
Ren
Private Equity Round in 2023
Renaissance Philanthropic Solutions Group (RenPSG) is an independent philanthropic solutions provider based in North America. The company specializes in delivering tailored services that incorporate tax expertise and accounting support, ensuring a high level of client service. RenPSG utilizes proprietary cloud computing technology to enhance its offerings, providing clients with efficient and effective solutions for their philanthropic needs.
Sequoia Financial Group
Private Equity Round in 2022
Sequoia Financial Group offers client-centered financial planning and wealth management services designed to meet the diverse needs of individuals and businesses. The company provides a range of services including asset management, estate planning, retirement planning, and fiduciary consulting. Its financial advisors are dedicated to helping clients achieve their financial and life goals through tailored strategies that encompass family wealth management and institutional services. Emphasizing comprehensive support, Sequoia Financial Group enables clients to navigate their financial landscapes effectively and make informed decisions for a secure future.
Well is a health technology company based in Chapel Hill, North Carolina, with additional offices in Newton, Massachusetts; New York, New York; and Minneapolis, Minnesota. Founded in 2019, Well specializes in developing an artificial intelligence-based consumer-health engagement platform and mobile application. The platform uses clinical and consumer data to provide personalized health guidance and support, helping members achieve their health goals through tailored, achievable steps. It connects users with trusted health partners and offers easy-to-understand explanations and active assistance both live and on-demand.
Suntera Global provides corporate, fund, and private client services across multiple jurisdictions. Its flexible services adapt to all forms of private and institutional wealth. It has a global client base over a diverse range of industries and has developed particular specialisms in several key international sectors.