Company Category: Current Investments
GCG Advisory Partners, LLC is an organization focused on legacy, succession, and M&A in the hybrid and independent RIA space. GCG Advisory Partners is the parent company of GCG Wealth Management and other financial services businesses.
Written by John Rawlings on September 15, 2025
Insurance and commercial B2B receivable management firm providing insurance premium audit and recovery, subrogation solutions, third-party deductible identification and recovery and commercial receivables management.
Written by John Rawlings on October 10, 2023
Insurvia is an insurance services holding company with subsidiaries including Fiesta Insurance, a leading retail franchisor of insurance products and services with 60 franchisees operating 220+ retail stores across eight states, and La Familia Insurance, an independent insurance agency distributing insurance and related services through 70 retail storefronts in Texas. Insurvia is headquartered in Las […]
Written by John Rawlings on March 17, 2024
Headquartered in Cleveland, Ohio, Electronic Merchant Systems is an industry-leading merchant services provider that businesses depend on for their processing needs. Over 25,000 retail, internet, and omnichannel customers nationwide rely on the firm’s diverse suite of modern payment solutions.
Written by John Rawlings on August 1, 2024
Investment firm focused on the wealth management sector. The company provides long-term, minority financing solutions to registered investment advisors (“RIAs”) seeking capital for acquisitions, transitions of ownership and other growth opportunities.
Written by John Rawlings on August 17, 2022
Red Oak Inventory Finance is a trusted relationship lender specializing in providing inventory financing solutions to businesses across a variety of industries. With a focus on empowering businesses to optimize working capital and achieve success through effective inventory management, Red Oak offers innovative, flexible financing solutions designed to meet each customer’s unique needs.
Written by John Rawlings on March 22, 2024
Independent equipment financing platform. The company specializes in delivering efficient capital solutions to finance tangible essential-use assets for non-investment grade middle market and large corporate borrowers. The company invests across a wide array of equipment types, industries and throughout the credit spectrum.
Written by John Rawlings on August 17, 2022
Publicly traded (NYSE: SCU) alternative asset management firm that manages investment funds across multi-strategy, credit, real estate, and other alternative investment vehicles.
Written by John Rawlings on August 17, 2022