Case Studies

Banking

Company profile

Operating over 50 locations across Maine, New Hampshire and Vermont, Bar Harbor Bank & Trust is headquartered in Bar Harbor, Maine. As a leading Northern New England community bank, Bar Harbor Bank & Trust offers a full range of personal and business banking services, as well as wealth management services through its subsidiary Bar Harbor Wealth Management.

  • Asset size: $4 Billion
  • Ownership: Public

Banking

Company Profile

Community National Bank has been serving Vermont communities for over 165 years organized in 1851 as the Peoples Bank, and nationally chartered in 1865 as the National Bank of Derby Line. It is a billion-dollar bank in northeastern Vermont, serving 7 counties, with 12 retail offices in Orleans, Essex, Caledonia, Washington, Franklin, and Lamoille counties.

  • Asset Size:  ~$1 Billion
  • Ownership: Public

Banking

Company Profile

FirstBank Southwest was chartered as the First National Bank of Ochiltree in 1907. FirstBank Southwest has nine banking center locations in Amarillo, Booker, Hereford, Pampa, and Perryton, Texas, and has expanded to the DFW Metroplex, Austin, and San Antonio metro markets with Loan and Deposit Production Offices.

  • Size: $1.6 Billion in Assets
  • Ownership: Private

Banking

Company Profile

Headquartered in Tennessee, Pinnacle Financial Partners (PNFP) has a strong hold in numerous states in the southeast and offers services including personal banking, loans, credit, wealth management, financial planning, shared equity programs and more.

  • Ownership: Public
  • Size: $40 Billion

Oil & Gas

Company Profile

CountryMark is an agricultural cooperative firm, headquartered in Indianapolis, that operates in the United States crude oil and oil refinery businesses. Its dealers provide convenient and reliable bulk fuel and oil delivery services in Indiana, Illinois, Michigan, Ohio and Kentucky.

  • Ownership: Private

Banking

Company Profile

Greater Hudson Bank is a locally-owned premier New York community bank operating in the counties of Westchester, Rockland, and Orange, NY. The Bank was originally founded in 2002 by business and professional individuals who envisioned a truely local bank to serve the financial needs of the community.

  • Ownership: Publicly Traded

Entertainment

Company Profile

Rose Brand is the largest provider of stage curtains, theatrical fabrics, production supplies, hardware and digital printing in North America. For over 100 years, they have supported the live entertainment industry in achieving quality production visuals.

  • Ownership: Private

Health Care

Company Profile

MultiCare Health System is a leading not-for-profit health organization that provides patient care for communities in the Pacific Northwest.

  • Ownership: Non-Profit
  • Footprint: Pacific Northwest
  • Revenue: ~$3 Billion

Retail

Company Profile

Founded In 1971 in Oklahoma City, Oklahoma, Bob Mills Furniture has grown across the northern and western part of Texas. Their eight retail locations deliver high quality and affordable furniture and accessories for bedrooms, dining rooms, and living rooms. The company is currently opening more stores.

  • Ownership: Private

Manufacturing

Company Profile

Ichor is headquartered in Fremont, California and operates from a global footprint and combines its world-class design and manufacturing processes with proven capability for large-scale equipment integration and legacy services.

  • Ownership: Publicly Traded
  • Size: ~$650 million

Credit Union

Company Profile

KEMBA FCU was founded in 1933 as the credit union for the employees of the Kroger Company, and stands for Kroger Employee Mutual Benefits Association. Today KEMBA continues to serve Kroger associates, but also the employees of more than 175 additional area companies in Central Ohio.

  • Ownership: Private
  • Size: $1+ Billion in Assets

Insurance

Company Profile

Founded in 1936 and headquartered in Glenview, IL, Guarantee Trust Life Insurance Company (GTL) is a mid-sized mutual insurer. The Company provides a portfolio of competitive, value-driven health, accident, life, and special risk insurance programs to individuals, families and groups across the country.

  • Ownership: Private

Manufacturing

Company Profile

VT Miltope is the leading manufacturer of computers, servers/storage, network peripherals, and airborne solutions geared toward top performance under the most demanding environmental conditions.

  • Ownership: Private

Utilities

Company Profile

Aquarion Water Company, a subsidiary of Eversource, was founded in 1857. It is a public water supply company with approximately 230,000 customers and is the largest investor-owned water utility in New England.

  • Ownership: Sub of  Eversource – Public
  • Revenue: ~$250 Million

Banking

Company Profile

Machias Savings Bank is a community bank founded in 1869 with nearly $2.2 billion in assets, over 300 employees and 15 locations stretching across Maine. In 2021, Machias was named #2 in the Best Places to Work For and #8 in the Best Bank to Work With in the Nation by American Banker Magazine.

  • Ownership: Private
  • Size: Over $2 Billion in Assets

Banking

Company Profile

Stock Yards Bank & Trust has evolved from a small bank serving the Louisville livestock industry to a nationally recognized bank with offices in the Louisville, Indianapolis, and Cincinnati market service areas.

  • Ownership: Publicly Traded
  • Size: $8 Billion in Assets

Credit Union

Company Profile

Founded in 1935 and headquartered in Jacksonville, Florida, 121 Financial Credit Union is one of the first credit unions in the United States. 121 FCU and has been Jacksonville’s hometown credit union for 85 years and counting. The credit union invests 100% of its capital back into the local community.

  • Ownership: Private
  • Size: Over $500 Million in Assets

Credit Union

Company Profile

Publix Employees Federal Credit Union (PEFCU) was created in order to meet the financial needs of employees and associates of Publix Super Markets. Founded in 1957, PEFCU currently has over $1 billion in assets.

  • Ownership: Private
  • Size: $1+ Billion in Assets

Manufacturing

Company Profile

Founded in 1939 and headquartered in Braintree, MA, Symmons Industries, Inc. is a premier manufacturer of durable, reliable, and beautifully designed plumbing fittings for commercial, custom, and residential applications.

  • Ownership: Private
  • Size: $100 Million Annual Revenues

Banking

Company Profile

C&F Bank is a publicly traded financial institution founded in 1927. Based in Virginia with $2 billion in assets, C&F Bank has five subsidiaries and offers community banking, mortgage lending and consumer finance services.

  • Ownership: Public
  • Size: $2+ Billion in Assets

Banking

Company Profile

After 5 FDIC mergers from 2010-2012, Heartland Bank found themselves struggling with the inefficiencies of manual reconciliations. Their accounting department faced higher balances and more accounts with no standardized process.

  • Ownership: Private
  • Asset Size: ~$5 Billion

Banking

Company Profile

Founded in 1915, First Federal Savings started in Twin Falls, Idaho with fifteen people who had a mission to build a loan company. The bank currently has 11 branches throughout Southern Idaho.

  • Ownership: Private
  • Asset Size: ~$1.5 Billion

Credit Union

Company Profile

With hundreds of branch and ATM locations nationwide, UNIFY Financial Credit Union offers a wide selection of financial products and services to assist members in building and preserving wealth.

  • Ownership: Private
  • Size: Over 2 Billion in Assets

Manufacturing

Company Profile

Headquartered in New Jersey and established in 1968, Nitto Inc. is the U.S. subsidiary of the Japanese parent company. Nitto was established to provide services in various markets, such as: automobile, paper, electronics, metal processing, health sciences, house construction appliances, etc.

  • Ownership: Public

Retail

Company Profile

AM Retail Group was founded in 2008 as a wholly owned subsidiary of G-111 Apparel. The company was created to operate retail store locations owned by G-111, including Wilsons Leather, G.H. Bass & Co., Calvin Klein Performance, Karl Lagerfeld Paris, and DKNY stores.

  • Ownership: Private

Healthcare

Company Profile

Since 1902, Lake Health has provided a community health system for patient and family-centered care in Northeast Ohio. As a private, not-for-profit leader in community health care, Lake Health provides its services with the help of 600 physicians, 2,900 healthcare professionals, and almost 1,000 volunteers at multiple facilities.

  • Ownership: Private

Energy

Company Profile

Rhino Resource Partners is an energy company that focuses on coal and energy related assets and activities, including energy infrastructure investments.

  • Ownership: Publicly Traded (NYSE: RNO)
  • Size: $240 Million Annual Revenues