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Commonwealth Financial Network is a privately held Registered Investment Adviser–independent broker/dealer based in Waltham, Massachusetts, and 110 Plaza in San Diego, California, and a new office to be opened in 2024 in Cincinnati, Ohio. [1]
Risk Strategies (officially incorporated as RSC Insurance Brokerage, Inc.) is a private insurance brokerage and risk management advisor. The firm was founded 1997 (27 years ago) in Boston, Massachusetts, by its current chairman, Mike Christian, as a specialty risk management consultancy.
State Street Bank and Trust Company, also known as State Street Global Services, is the securities services division of State Street that provides asset owners and managers with securities services (e.g. custody, corporate actions), fund accounting (pricing and valuation), and administration (financial reporting, tax, compliance, and legal) services.
Tucker Anthony was an independent investment banking and brokerage firm based in Boston, Massachusetts. In 2001, the firm was acquired by Royal Bank of Canada and was then merged with the bank's Dain Rauscher Wessels subsidiary to create RBC Dain Rauscher.
Business brokers, also called business transfer agents, or intermediaries, assist buyers and sellers of privately held businesses in the buying and selling process.They typically estimate the value of the business; advertise it for sale with or without disclosing its identity; handle the initial potential buyer interviews, discussions, and negotiations with prospective buyers; facilitate the ...
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Compass was named Mid-Sized Business of the Year by the Manhattan Chamber of Commerce in 2015. [8] In 2018, Compass was named to Crain's Fast 50. [74] In January 2019, it was ranked 14th on Glassdoor's Best Places to Work. [75] In April 2019, Compass received a Webby Award for Best Real Estate Website. [76]
The Three Phase Process is recognized by business brokers as one of the most important works of recent times on the subject and is the only business mediation process that is ISO9001 registered. [2] Robbinex was a founding member of the Swiss-based organization, the International Corporate Finance Group . It was the first North American company ...