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All Listings in Charlotte

Service Categories
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City: Charlotte
Listings Type1
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78 results found
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City: Charlotte
OverviewCategoriesServices

Patina Wealth is a investment management firm based in Charlottesville, United States. Patina Wealth provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.

Investment Management: Institutional Services
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PB&W
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Company size: 1-10
OverviewCategoriesServices

PB&W specializes in advising middle market companies producing engineered products for the Aerospace, Defense and Industrial Markets. Services include mergers, acquisitions, company sales, fairness opinions, select private placements and valuations. PB&W has offices in Beverly, MA and Charlotte, NC.

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OverviewCategoriesServices

PDR Advisors is a investment management firm based in Charlotte, United States. PDR Advisors provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.

Investment Management: Institutional Services
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OverviewCategoriesServices

Quad-C Management is a investment management firm based in Charlottesville, United States. Quad-C Management provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.

Investment Management: Institutional Services
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OverviewCategoriesServices

Quantitative Investment Management is a investment management firm based in Charlottesville, United States. Quantitative Investment Management provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.

Investment Management: Institutional Services
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OverviewCategoriesServices

Queens Oak Advisors is a investment management firm based in Charlotte, United States. Queens Oak Advisors provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.

Investment Management: Institutional Services
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OverviewCategoriesServices

Rede Wealth, LLC is a investment management firm based in Charlottesville, United States. Rede Wealth, LLC provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.

Investment Management: Institutional Services
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Company size: 1-10
OverviewCategoriesServicesSectors

Robertson & Foley is one of the top private investment banking firms in the United States. It provides sophisticated finance solutions to middle market companies located throughout the world. These services in advising on business transfers, capital raises, and management buyouts.

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Company size: 11-50
OverviewCategoriesServices

Sherman & Company is an investment bank dedicated exclusively to the healthcare and insurance industries. Its clients include property & casualty insurance companies, life & health insurance companies, insurance distributors, and technology and services providers to the healthcare and insurance industries. The firm provides advice on mergers and acquisitions, valuation, and capital structure to a broad array of companies in the healthcare and insurance industries.

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OverviewCategoriesServices

Steele Creek Investment Management is a investment management firm based in Charlotte, United States. Steele Creek Investment Management provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.

Investment Management: Institutional Services
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