Wealth Management Solutions LLC

Orchard Group LLC is a business services company based in Brooklyn, CT, specializing in providing a range of consulting and administrative support to clients in various industries. The company offers tailored solutions to help businesses streamline their operations, enhance efficiency, and achieve their strategic goals with a focus on professionalism and client satisfaction. Generated from their business information

The successor to Thayer Advisory Group, TAG Venture Partners was founded to uncover and develop attractive long-term investments in partnership with management and institutional private equity firms. Putting to work our unique combination of skills in the areas of mergers & acquisitions and business strategy, TAG Venture Partners has helped to build dominant companies across a diverse set of industries including medical contract manufacturing, custom plastic injection molding, in-store marketing services, fine furniture manufacturing, industrial safety products, and electric sign manufacturing. Experienced in all phases of the acquisition process, TAG Venture Partners team selects an industry, develops a comprehensive strategy and business plan, recruits a professional management team, identifies companies for acquisition, spearheads the acquisition process, assists in conducting due diligence and preparing documentation, and makes a direct investment alongside our partners. The foundation for this process is months of exhaustive research and in-depth analysis. A cornerstone of TAG s philosophy is teaming with our partners to build value for the long term. TAG Venture Partners plays an ongoing, value-added role in assisting the companies that we help to create and, subsequently, TAG principals remain very active at the board level of these companies, working closely with management in determining strategic direction and consummating additional acquisitions. Throughout the life of each investment, TAG Venture Partners remains a constant resource in creating shareholder value. TAG Venture Partners constant stream of unique investment strategies flows from a comprehensive knowledge of a broad base of markets in combination with the allocation of significant resources on a proactive basis. The hallmarks of a TAG strategy are rapid industry growth, generous, predictable cash flows, a unique and highly differentiated business model one that takes full advantage of the industry dynamics as well as potential operating synergies and a detailed plan for establishing a sustainable competitive advantage. We favor industries undergoing substantial change to which the existing competitors have struggled to adapt. TAG Venture Partners prides itself on thorough research and in-depth analysis and has developed strict internal procedures for evaluating opportunities and identifying areas of potential risk. We work diligently to become an expert in the respective industry, partner with proven management from within the industry, and tap all available sources to remain current and abreast of industry happenings and potential threats.

Parsons Capital Management, based in Providence, RI, is one of the largest independently owned investment management firms in the region, boasting over $2 billion in assets under management as of December 31, 2024. With a rich history spanning 30 years, the firm provides tailored investment services to individuals, trusts, foundations, institutions, and retirement accounts. The team at Parsons Capital Management believes that successful asset management is derived from their collective experience across various market cycles, coupled with extensive market analysis and a deep understanding of client financial needs. They are committed to delivering sound investment strategies that navigate the complexities of today's financial landscape. Generated from the website