Industries We Serve | Planful Expertise Across Sectors

Nonprofit organization providing programs and services for children and adults with disabilities in Southern California.

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Non-Profit

Ag Solutions Group

Agricultural solutions provider offering products and services for crop production and farm management.

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Manufacturing

Ambassador Supply

Industrial supply and distribution company providing equipment, tools, and services to manufacturing and construction sectors.

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Manufacturing

Arc Boat

Electric boat manufacturer pioneering sustainable marine propulsion with high-performance electric watercraft.

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Manufacturing

At-Bay

Cyber insurance and security platform combining coverage with proactive threat prevention for modern businesses.

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Insurance | Financial & Corp Services

Aura Biosciences

Clinical-stage biotechnology company developing virus-like drug conjugates for cancer treatment targeting solid tumors.

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Pharma | BioTech | Medical

Believer Meats

Cultivated meat company producing real meat from animal cells without raising or slaughtering animals.

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Manufacturing

CATIC

Title insurance underwriter serving real estate professionals across 21 states with over 50 years of experience.

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Insurance | Financial & Corp Services

Cobalt Benefits Group

Full-service third-party administrator specializing in self-funded employee benefit plans for over 30 years.

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Insurance | Financial & Corp Services

Core Industrial Partners

Private equity firm investing exclusively in lower middle-market manufacturing and industrial businesses across North America.

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Insurance | Financial & Corp Services

Danny Wimmer Presents

Leading producer of large-scale music festivals and live events across the United States.

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Food & Beverage | Entertainment

Earthrise Energy Management, LLC

Energy management and consulting firm providing solutions that optimize energy use and reduce costs for commercial clients.

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Oil | Energy | Utilities

Embark Behavioral Health

Behavioral health organization providing specialized treatment programs for adolescents and young adults with mental health challenges.

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Pharma | BioTech | Medical

Ems Management & Consultants

Largest billing services provider focused exclusively on emergency medical services in the United States.

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Insurance | Financial & Corp Services

Florence Healthcare

Clinical trial technology platform streamlining site management and improving efficiency for research sites and sponsors.

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Pharma | BioTech | Medical

FranConnect

Franchise management software platform providing operations, sales, and business intelligence solutions for franchisors.

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Software & Technology

General Converting

Specialty manufacturer of converted paper, film, and flexible packaging materials for diverse industries.

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Manufacturing

Gloo

Technology platform connecting people to resources and support through churches and community organizations.

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Software & Technology

Haivision

Video streaming and networking solutions provider enabling low-latency video transmission for enterprise and government.

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Software & Technology

Heads Up Technologies

Technology solutions provider specializing in industrial automation, controls systems, and manufacturing technology integration.

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Manufacturing

Highland Fleets

Fleet management and vehicle services company providing comprehensive solutions for commercial and government fleets.

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Manufacturing

ILIA Inc.

Clean beauty and cosmetics brand creating high-performance products with organic and sustainable ingredients.

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Consumer Goods & Services

IRadimed

Medical device company manufacturing MRI-compatible IV infusion pumps and monitoring equipment for imaging environments.

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Pharma | BioTech | Medical

Jones-Hamilton

Specialty chemical manufacturer producing feed additives, water treatment chemicals, and industrial products.

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Manufacturing

Koru Medical Systems

Medical device company developing and commercializing subcutaneous drug delivery systems for home and alternate site infusion.

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Pharma | BioTech | Medical

Liberty Furniture

Residential furniture manufacturer designing and distributing quality home furnishings across North America.

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Consumer Goods & Services

Los Angeles Regional Food Bank

Leading hunger relief organization distributing food to people facing food insecurity across Los Angeles County.

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Non-Profit

Marygold Companies

Publicly-traded global holding company investing in diverse sectors including financial services, food products, and beauty.

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Insurance | Financial & Corp Services

Miner's Incorporated

Specialty retail and consumer products company serving diverse markets with branded merchandise and services.

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Consumer Goods & Services

Mission Healthcare

Healthcare services provider offering home health, hospice, and palliative care across multiple communities.

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Pharma | BioTech | Medical

Neurogene

Clinical-stage biotechnology company developing gene therapies for rare neurological diseases affecting the central nervous system.

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Pharma | BioTech | Medical

Northern Wholesale

Wholesale distribution company providing products and services to retailers and businesses across multiple categories.

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Consumer Goods & Services

QED Technologies

Precision optics manufacturer providing advanced polishing and metrology equipment for optical component production.

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Manufacturing

Skillable

Virtual training platform providing hands-on labs and learning environments for technology training and certification.

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Software & Technology

SmartShift

Enterprise software solutions provider specializing in application portfolio management and IT modernization.

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Software & Technology

Solv Holdings

Holding company operating diversified businesses in logistics, transportation services, and related industrial sectors.

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Insurance | Financial & Corp Services

Spg Global Specialists

Global specialty products manufacturer and distributor serving industrial and commercial markets with engineered solutions.

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Manufacturing

Srp Companies

Multi-industry services and solutions provider delivering specialized expertise across commercial and industrial sectors.

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Consumer Goods & Services

Team Rubicon

Veteran-led disaster response organization deploying emergency teams to communities affected by disasters and crises.

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Non-Profit

TerSera Therapeutics

Specialty pharmaceutical company acquiring and developing treatments for rare diseases and underserved patient populations.

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Pharma | BioTech | Medical

Turbine Engine Specialists

Business aviation field service organization providing engine and APU MRO services for Honeywell and GE systems.

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Insurance | Financial & Corp Services

Twin City Foods, Inc.

Frozen vegetable processor and manufacturer serving retail, foodservice, and private label markets across North America.

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Food & Beverage | Entertainment

USA Football

National governing body for amateur football developing youth and high school programs across the United States.

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Food & Beverage | Entertainment

Vulcan Metals

Metal processing and distribution company providing materials and fabrication services for industrial and construction markets.

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Manufacturing

Ya YA Foods

Food manufacturing and distribution company specializing in authentic international and specialty food products.

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Food & Beverage | Entertainment

Planful Expertise,‍Across Industries.

Planful Expertise,
‍Across Industries.