Or, if you prefer to be more involved, we can customize our offerings to fit your requirements. See Full Team Carol M. Lippman, CFA Managing Director View Bio Michael B. Andelman Keystone Capital (Keystone) is pleased to announce that its portfolio company, KENDELL, has completed the acquisition of Watson Security Group, a leader in electronic access control integration and mechanical security services based in Seattle, WA. Now back at Keystone full-time, Erik is closely involved in growing the firms presence in the engineering, construction, and professional services sectors. (RHC). The following is a list of the top 20 asset managers in the world (as of 2022), ranked by total assets under management (AUM): [2] Asset management firms worldwide [ edit] Africa and Middle East [ edit] Allan Gray Clarity Capital Coronation Fund Managers EFG Hermes eToro First City Monument Bank Heirs Holdings Investcorp Kingdom Holding Company Keystones long-term approach to investing, ongoing commitment to our management team and employees, and experience in the engineering sector make them the ideal partner for TEG. Integra is also pleased to announce the subsequent acquisition of International Test & Balance (ITB), a market leader in TAB services in Chicago and Michigan. The growth and consolidation of the global regulatory compliance market, particularly in life sciences, will present ample opportunities for Keystone and management to expand this platform., Senior management team members Alexander Patterson, Christopher McNally, and Ahsan Raza will be continuing in their current roles and as significant investors in Arbour post-closing. The Companys capabilities include business & digital strategy, brand development, creative advertising, digital marketing execution, digital design & content creation, data analytics, custom technology development, and media services. The opportunity with MorrisSwitzer was a natural fit for Keystone given our experience in the architecture and engineering industry, as well as managements desire for a partner with a long-term mentality, noted Jason Van Zant, Principal of Keystone Capital. Dennis J. Howe joined Keystone Capital in 2013 and serves as a Managing Director of the firm with a primary focus on supporting portfolio companies with operational and strategic direction. We are honored to again be recognized as a Founder-Friendly Investor, commented Scott Gwilliam, Managing Partner. Dennis can be reached at dhowe@keystonecapital.com or (312) 219-7979. Cherry Hill Programs (CHP) delivers unforgettable memories, captured with high-resolution digital images that guests cherish year after year. JOBS Group is actively seeking bolt-on acquisition opportunities within niche areas of the commercial facilities services and maintenance industry. In turn, MERGE offers Perkuto and its client partners increased creative, executional and technology development capabilities. E-mail oureditor We do not have a short-term outlook, preferring to exercise the patience and dedication needed to build highly successful companies. The Companys workflow solutions improve efficiency and effectiveness for over 3,000 customers, including leading health systems, senior care communities, and major retail and institutional pharmacies. Terms of the transaction have not been disclosed. (312) 219-7966 Exit "Our successful partnership with Israel, Marc and the entire Vidaris organization is a testament to the power of the Keystone model patience, long-term vision, and a belief in investing in fundamentally sound businesses," commented Scott Gwilliam, Managing Director, Keystone Capital. WhereIsSanta.com now makes reserving a time with Santa Claus and pre-purchasing a photo package online easier than ever with one-click access to Santas FastPass, the companys innovative online reservation platform. Senior debt financing was provided by The PrivateBank, and legal counsel was provided to Keystone by Honigman Miller Schwartz and Cohn, LLP. I am thrilled to be joining JOBS and am looking forward to helping continue the legacy that LaRue and his team have built over the last 50 years. 2005-2023 Wall Street Oasis. The Companys capabilities span the full lifecycle of a clients digital transformation journey and include digital strategy consulting, infrastructure & data architecture implementation, custom development, data science & monetization, and digital product ideation & creation. Jennifer Maes joined Keystone in April 2019 as an Accounting Manager. cjin@keystonecapital.com, Brian Chung (312) 219-7975 Novatio is exceptionally well-positioned to capitalize on the significant opportunity in the intelligent automation industry, commented Bill Sommerschield, Managing Director at Keystone Capital. Omnis rerum aut voluptas ex et. Please visit www.peak-ryzex.com for more information. slyons@keystonecapital.com. Keystones patient approach, knowledge of the professional services industry, and dedication to managements vision were invaluable to Vidaris. The company was founded in 2013 and is headquartered in Chicago, Illinois.. . More information on Eagleton can be found at www.eagletoninc.com. Exited to Sigma Electric Manufacturing Corporation in 2019. Business Overview Founded in 1966, we have 10 offices worldwide and are an active participant in three key segments of the global real estate property and capital markets. Sandbox has an impressive client roster which includes: Abbott Diabetes, American Express, Boston Scientific, Sprint, and LG among others. from Tsinghua University. Mike Kulka, Co-Founder and CEO of PM, added: With this partnership, we see a significant opportunity to better serve our clients through greater geographic reach and a broader set of capabilities. KBH is a leading national supplier of frozen baked goods to the in-store bakery and foodservice industries and was originally purchased by Keystone and KBH management in early 2001. Terms of the transaction were not disclosed. Moreover, they ensure timely maintenance issue resolutions and keep owners updated on matters such as rent collection and tenant management. The combined business will be headquartered in Chicago with additional offices in Atlanta, Boston, Denver, Kansas City, New York, Los Angeles, and Montreal. All members of the MERGE and Blue Moon Digital executive teams will remain in leadership positions with Patrick Venetucci serving as Chief Executive Officer of the combined company, which will operate under the MERGE brand. We are very excited about this merger with Viridian. The Ohio State University; BSBA Accounting, 1992. Terms of the transaction are not being disclosed. MERGE is an independent, integrated marketing and technology development agency with deep domain expertise in the healthcare, financial services, and consumer verticals. Bernal had previously operated as a division of North American Cerutti Corporation, a wholly-owned subsidiary of the Cerutti Group (Officine Meccaniche G. Cerutti S.p.A.), a world leader in the manufacturing of packaging and printing machinery. Its team of real estate and management professionals brings more than 50 years of combined experience in the industry and focuses on helping clients maximize their investments. The agency operates from five locations across the United States and Canada: Chicago, New York, Kansas City, Toronto, and Orange County. Keystone Capital, Inc. (Keystone) is pleased to welcome Chaoran Jin to the firm as a Vice President. Terms of the transaction have not been disclosed. Associate Founded in 1983, Chicago Asset Management Company LLC is a registered investment advisor that specializes in the active management of domestic equity, fixed income and balanced portfolios. Prior to Keystone, Jason was an associate with Lincoln International, a middle-market investment banking firm headquartered in Chicago. Warchol added, Our new programs and the build-out of WhereIsSanta.com illustrates our commitment to growing our business and helping customers find Santa. Subsequent to the MMI merger, the combined business was renamed Capsa Solutions and operated as the Retail Division (IRSG) and the Healthcare Division (MMI). Previously, Karen worked as an Executive Assistant with Indeck Power Equipment Company in Wheeling, Illinois and Chicago Equity Partners in Chicago, Illinois. Senior debt financing was provided by CIBC Bank USA and legal counsel was provided by Honigman, LLP. Atlas pioneered the use of lasers in die production and has a broad product offering targeted at various converting industries, such as paperboard, labels, business forms, flexible circuits, greeting cards, and gaskets. We partnered with exceptional managers and together executed on a highly focused, disciplined acquisition and organic growth strategy, said Scott Gwilliam, Managing Director, Keystone Capital, Inc. We are particularly pleased to be transitioning the Keystone Bakeries business to Maplehurst. It handles marketing, tenant screening, rent collection, maintenance, and repairs, and it provides clients with detailed financial reporting tools to keep track of their properties. It has experience managing single-family homes, townhouses, two- to four-unit multifamily complexes, and commercial and mixed-use properties. 15,697 matches. In addition, Keystone assisted Rocore with the acquisition of CTI Industries, a leader in shell and tube heat exchanger repair services, in 2015. Terms of the transaction have not been disclosed. Keystone formed JOBS in June 2019 after its initial investment in Jobs Building Services, LLC, a leading commercial window cleaning and facility maintenance provider in Houston, TX. Chicago Style is a property management company that serves both landlords and tenants. Keystones relevant experience with businesses like Arbour, including other regulatory compliance oriented businesses such as Greeley and Movilitas, was appealing to us and we are looking forward to the opportunity to grow our business with them.. They work with clients across the country. The Firm; Our Values; Why V-Square? The successful collaboration between the two companies on a number of clients over the past year led naturally to this partnership. The combination of Bernal and Atlas creates converting market opportunities for our customers limited only by imagination. Investment banks like commercial or retail banks do not take deposits. Services include healthcare planning, architecture, and interior design. Adding Ryzex into the PEAK Technologies portfolio further strengthens our commitment to our customers and business partners. Polymicro was acquired by Molex, Inc. (NASDAQ:MOLX) in 2007. Business Overview Sandbox is a leading independent, full-service agency which helps companies accelerate growth and drive business transformation. PEAK is based in Columbia, Maryland and employs over 300 employees across North America. Robert Vecchio will become CEO of Lucius Pitkin, Inc. and join the board of Vidaris. With our unique structure of investing personal as opposed to institutional capital, we are actively seeking business owner/operators and management teams to enter into a true partnership with. Also Check: Should I Create An Llc For My Investments. (312)-219-7971 They participate in other activities like cash managementCash ManagementCash Management refers to the appropriate collection, handling, & disbursement of cash for ensuring financial stability & avoiding insolvency risk. cjin@keystonecapital.com, Jason Van Zant 2, but the company at No. Business Overview (312) 219-7976 E4H is a leading design, architecture, planning and consulting firm focused exclusively on the healthcare industry. For more information on Perkuto, please visit Perkuto.com. Our story is just beginning. Senior debt financing was provided by CIBC Bank USA and Capital One NA, and legal counsel was provided to Keystone by Honigman LLP. Weston has two reportable operating segments: Weston Foods and Loblaw, which is operated by Loblaw Companies Limited. The Company partners with leading enterprise, healthcare, and SLED (state, local, and education) clients. Ed Warchol, the President of Cherry Hill Photo, commented We are very excited to partner with Keystone Capital. Novatio maintains close strategic partnerships with leading robotic process automation (RPA) and intelligent automation software platforms, primarily UiPath and Automation Anywhere. Senior debt financing was provided by CIBC Bank USA and legal counsel was provided by DLA Piper. The transaction brings together leaders in both the mall-based holiday photography and souvenir photography industries. I look forward to working with them again in the future. *NTAM assets under management were $1.0 trillion as of December 31, 2022. Keystone Capital, Inc. (Keystone) is pleased to announce that its affiliate, Keystone Bakery Holdings, LLC (KBH), has acquired the assets of Heartland Bakery, LLC (Heartland). Morris Switzer has been a full service architecture firm committed exclusively to the design of healthcare facilities in New England for over 25 years. We are one of the top wealth management and retirement plan consulting firms in Chicago. Greeley's offering includes consulting services, interim staffing, business process outsourcing, education services, and external peer review. Landmark Property Management is a full-service property management company in Chicago that handles all matters related to real estate for landlords and investors. Business Overview Rocore serves a diverse customer base in the following end markets: on/off highway, rail, after market and power generation. Please visit www.mnetics.co.uk for more information. For renters, we offer quality rental options to fit your unique needs. Prior to joining Keystone, she worked at GTCR, where she focused on investor relations activities as well as portfolio analysis. As a results-driven leader, I offer a combination of expertise in sales, new business development, relationship management and strategic planning. . (847) 236-5351 sgwilliam@keystonecapital.com. Chaoran Jin Novatio is a fast-growing hyperautomation consultancy with deep expertise in process consulting & mapping, software implementation & customization, and ongoing support and managed services. Lane Power & Energy Solutions, Inc. is a leading provider of underground hydrocarbon storage solution for petrochemical facilities, midstream operators, and governmental agencies. The formation of Tribute also represents a continuation of Keystones partnership with Hometown Foods, a multigenerational wholesale bakery based out of Miami. Wealth & Asset Management Firm - Chicago, IL | Dearborn Partners Meet the Team What started out as three Chicago investment managers with a desire to provide a more personalized level of service has grown into a full team of experienced finance professionals. Reveal was founded in 2009 and is based in Chicago, Illinois. More information can be obtained from our website at www.keystonecapital.com. Keystone is excited to build Foundation alongside CEO Adam Ditto who brings 15+ years of dental management experience. Established in 1986 and headquartered in McLean, VA, Valcourt provides a full range of recurring and essential exterior building maintenance services that require vertical access capabilities, including window cleaning, waterproofing and safety services to Class-A commercial offices, high-rise residential condominiums, hospitality businesses, healthcare facilities and other clients. The companys products consist primarily of highly engineered radiators, heat exchangers and cooling products which are sold into a wide variety of markets including on/off highway, petrochemicals, rail, and power generation. Areas of interest for additional add-on acquisitions include: (i) commercial door and door hardware distribution, (ii) electronic security and access control integration, and (iii) commercial locksmiths and physical access / door service organizations. Todd's prior experience includes working for LaSalle Bank in Chicago. The acquirer of Judson is Teledyne Technologies Incorporated (NYSE:TDY), through its subsidiary Teledyne Scientific & Imaging, LLC. Kevin has played a leadership role in three platform investments as well as several add-on acquisitions since joining the firm. Blue Moon Digital is a terrific complement to MERGE providing advanced performance marketing and data science capabilities to an impressive roster of world-class, industry-leading clients. cjin@keystonecapital.com. Direct ownership in the business is the ultimate motivator, and we incentivize key management team members with equity as an important ingredient for success. Our professionals have a proven, 30+ year track-record of investing in sectors across the economy, as well as a sterling reputation and deep referral network across the financial markets. (312)-219-7976 Jason S. Van Zant joined Keystone Capital in 2008. I'm based in Chicago and with 1 more year of university left to go, I figured it's time to pick three or fours firms and start networking heavily. Eagleton employs approximately 130 employees, residing at its Houston, Texas headquarters and Denver, Colorado offices, as well as in the field. For more information on Sandbox, please visit Sandbox.com. She holds a Masters of Business Administration from the University of Chicago, a M.S. Keystones reputation is our most significant asset, and we pride ourselves on delivering on what we say. The list includes firms headquartered in the Chicago . Exit The LPES management team deploys 40 years experience and deep construction expertise to provide turnkey Engineering, Procurement, and Construction (EPC) services tailored to specific client needs. We are ready to design a custom management plan for you. 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