Our primary goals as an organization are achieved through adhering to our core values of vision, empathy, sustainability and tenacious teamwork in pursuit of our clients’ interests.
A strategic growth investment in e-Emphasys
Recapitalization by The CapStreet Group
Exclusive Financial Advisor
Acquired by CDK Global
Received investment from CGE Partners
Acquired by LexisNexis Risk Solutions
Acquired by J.D. Power
Merged with RateGenius Loan Services, Inc.
Acquired by Reynolds & Reynolds
Acquired CDK International (nka: Keyloop)
Made an investment in IWSR
Acquired by The CapStreet Group