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Affiliated Organizations
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Affiliated Organizations
The principals of Source hold a strong view that life is best lived in a holistic manner, where the profit motive of business and making a difference in the world are best when they can be aligned. Many of those involved with Source, therefore, actively support PathNorth, a 501(c)3 organization, whose unique mission is to help CEOs and business owners broaden their views of success, live more integrated lives, and experience greater effectiveness in business and personal endeavors. PathNorth celebrates character in leaders, values in business, and the importance of the broader involvement of private companies in their communities. To achieve this end, PathNorth fosters conversations of enduring significance and organizes unique events and activities, rich in content and historic settings, in the company of leaders and peers. While the two organizations are distinct, the purpose of PathNorth clearly connects with the motivations of the Source team, thus, we participate ourselves and encourage others in our orbit of influence to do likewise.
(Click to learn more about PathNorth)
Source Capital, Ltd. founded Business Growth Alliance, LLC (BGA) in 2004 to provide our clients access to a national network of seasoned professionals dedicated to providing Private Business Wealth Management services. BGA is currently a national organization comprised of fourteen (14) Affiliates with access to roughly 300 professional staff members with unique industry and practice expertise and located across twenty-two (22) cities. Summarized below are the core and specialized service partners within BGA and some summary information about each firm.
(Click to learn more about BGA)
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Service Providers |
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Innovation
Sourcing |
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Sales & Marketing
Best Practices |
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Operations Improvement and
Global Sourcing & Procurement |
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Core Service Providers
Growth Strategy, Corporate Finance, Merger &
Acquisition Advisory,
Owner Liquidity, Governance Services, and Valuations & Fairness
Opinions |
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Source Capital,
Ltd.
1606 Carmody Court
Blaymore 1, Suite 300
Sewickley, PA 15143
Main Phone: 724-933-6600
FAX: 724-933-6099
www.sourcecos.com |
Since 1982, Source has operated a multi-disciplinary professional practice which supports Business Owning Families and Family Offices with the people and tools needed to fully integrate the Seven Critical PracticesSM for successful Private Business Wealth ManagementSM. Our clients typically control Upper Middle Market companies and have between 20%-to-90% of their personal/ family net worth invested in operating businesses.
Sewickley, PA, Cincinnati, OH, Washington DC |
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de Visscher &
Co., LLC
Two Greenwich Office Park
Greenwich, CT 06831
Main Phone: 203-629-6500
FAX: 203-629-6547
www.devisscher.com |
Financial
Consulting and Investment Banking Services for family
and closely held businesses including: Capital Programs,
Shareholder Liquidity Programs, Control Restructurings,
Private Equity Raising, Inter-Generational Transfers
and Family Governance and Succession Planning.
Greenwich, CT, New York, NY |
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FOCUS, LLC
1150 Connecticut Ave., NW
Suite 515
Washington, DC 20036
Main Phone: 202-785-9404
FAX: 202-785-9413
www.focusbankers.com |
Strategic
Advisory Services and a full range of Investment Banking
Services tailored to the needs of emerging growth and
middle market businesses, Mergers and Acquisitions,
Corporate Finance, Structured and Project Finance, Strategic
Partnering and Alliances, Wealth Transition Advisory
Services.
Washington, DC, Jacksonville, FL, Atlanta,
GA, Madison, CT, Bend, OR, Memphis, TN, Chicago, IL,
San Francisco, CA, Los Angeles, CA |
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JD Ford &
Company
650 S. Cherry Street
Suite 1200
Denver, CO 80246
Main Phone: 303-333-3673
FAX: 303-333-9113
www.jdford.com |
Strategic
Advice, Transaction and Valuation Services to Owners
of Middle Market Companies including; M&A Services,
Divestitures, Management Buyouts, Private Placements
of Debt and Equity, Exit Planning, Determining and Building
Market Value, Sale of Companies, Transfers to Management
or Family Members, Developing a Contingency Plan for
the Business, and Wealth Preservation Planning.
Denver, CO |
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The Malibu Group
10101 Alliance Road, Suite 109
Cincinnati, Ohio 45242
Main Phone:
513-583-5413
FAX:
513-618-6054
www.themalibugroup.com |
Mergers and
acquisitions services that help business owners improve
their companies, prepare for sale, position for growth
or plan for the future. Specialized expertise in Growth
Assessment, Succession Planning, Strategic Purchase,
Strategic Sale, Strategic Search and Valuation. Deal
Negotiating and Structuring, Capital Structure Analysis
and Debt Packaging, Financial Analysis, Financial Modeling,
Due Diligence, Industry & Market Research, CFO Services.
Cincinnati, Ohio |
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Herbein Consulting,
Inc.
2763 Century Boulevard
Reading, PA 19610
Main Phone: 610-378-1175
FAX: 610-378-0999
www.herbein.com |
Specialized
Cost Accounting, Financing, and Managerial and Strategic
Consulting Services needs for the dairy products industry.
Feasibility Studies, Merger Due Diligence, Labor Contract
Negotiations, and Transportation & Hauling Cost
Analysis.
Reading, PA |
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Value Defined
Middle Market, LLC
885 Commerce Dr., Ste. D
Perrysburg, OH 43551
Main Phone: 419-931-3005
FAX: 419-931-3007
www.valuedefinedmm.com |
A national
Business Valuation firm providing middle market, closely held
companies with business valuation opinions, fairness
opinions and valuation consulting services.
Toledo, OH |
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The Chicago Corporation
30 North LaSalle Street
Suite 2024
Chicago, IL 60602
Main Phone: 312-283-0825
FAX: 312-283-0826
www.thechicagocorp.com |
Traditional corporate finance services including merger and acquisition,
capital raising and other financial advice to the owners and directors
of middle-market public and private companies.
Chicago, IL |
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Specialized Service Providers
Innovation Sourcing, Sales & Marketing Best
Practices, Operations Improvement and Global Sourcing & Procurement |
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yet2.com
175 Highland Avenue
Needham, MA 02494
Main Phone: 781-972-0600
FAX: 781-972-0601
www.yet2.com |
Specialized
Intermediary - intellectual property transfers, licensing
and joint ventures between Fortune 500 companies and
middle market companies. Improve manufacturing processes,
product development, lead-time to market, product line
extensions and product line replacements.
Boston, MA, Tokyo, Japan, Hertfordshire,
UK |
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The Pursuit Group
2528 Wembley Terrace N.
Toledo, OH 43617
Main Phone: 866-478-7783
FAX: 208-975-1874
www.thepursuitgroup.com |
Helps business-to-business
enterprises more successfully pursue revenue from their
base of prospects and customers. Works with top management,
including sales and marketing leadership, to build a
successful, repeatable and sustainable system to turn
more leads into sales and grow current customers into
long-term customers.
Toledo, OH, Columbus, OH, Cleveland,
OH, Oakland, CA |
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Asher, Inc.
1001 Pennsylvania Ave NW
Suite 600 South
Washington, DC 20004
Main Phone: 202-742-6639
FAX: 202-742-6643
www.ashertraining.com |
Master
Sales Strategists specializing in: sales and marketing
best practices and training courses, facilitation of
strategic plans, marketing and sales process assessments,
and aptitude assessment of salespeople, sales managers
and customer service people.
Washington, DC, Sykesville, MD, Beijing,
China, Shanghai, China, Shenzhen, China |
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IQity Solutions, LLC
3000 Stonewood East, Suite 120
Wexford, PA 15090
Phone: 724-934-6168
Fax: 724-935-0676
www.iqitysolutions.com |
Pioneering the future of Business Performance Management Solutions today for the manufacturing and hospital industry. IQity's solution is called IQ-Fusion. IQ-Fusion is a powerful, web-based solution delivered On-Demand (cloud computing) as a service. IQ-Fusion allows customers to harvest performance data in real-tim, link financial measures to improvement initiatives, and close the gap between expectations and execution. IQ-Fusion is delivered at up to 80% lower costs and when combined with our Business Analytics and Optimization Services, we are able to help companies unlock their 'hidden' business value.
Pittsburgh, PA |
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U.S. China
Business Solutions
1001 Pennsylvania Ave NW
Suite 600 South
Washington, DC 20004
Main Phone: 202-742-6638
FAX: 202-742-6643
www.uschinabiz.com |
Specialized
Intermediary - sourcing in China for US manufacturers
and distributors, and finding US acquisitions, brands
or business partners for Chinese companies.
Washington, DC, Adrian, MI, Charlotte,
NC, Shenzhen, China, Beijing, China |
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Tenzing Consulting,
LLC
Waterfront Corporate Park Two
2100 Georgetowne Dr. Suite 302
Sewickley, PA 15143
Main Phone: 724-940-4060
FAX: 724-940-4092
www.tenzingconsulting.com |
Strategy
Sourcing, Supply Chain Performance and Operations Effectiveness
Consulting to improve bottom-line results and global
competitiveness. Results driven high ROI programs.
Sewickley, PA, Philadelphia, PA, Charlotte,
NC, San Francisco, CA |
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Alliance
Cost Containment
222 South First Street
Suite 301
Louisville, KY 40202
Main Phone: 502.635.3208
www.alliancecost.com
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A national
procurement services firm that specializes in Cost Reduction,
Group Purchasing and Vendor Management for middle market
companies. ACC’s Purchasing Aggregation and Vendor
Management Processes provide mid-sized businesses access
to large corporate purchasing power; Request for Proposal
(RFP) management and Expense history analysis. Arrange
and facilitate supplier meetings with key employees,
establish key performance measures for the suppliers
and implement the reduced pricing schedules for your
purchased supplies and services.
Louisville, KY, Lexington, KY, Atlanta,
GA, Chicago, IL, Dekalb, IL, Cincinnati, OH, Dayton,
OH, Indianapolis, IN, Los Angeles, CA, Rockville, MD,
Virginia Beach, VA, Arlington, VA, Jamesville, NY, Maplewood,
NJ, Plainsboro, NJ, Raynham, MA, Newtown, PA, Monterrey,
Mexico |
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