MRA Group
Debt Financing in 2023
MRA Group is a real estate management company in Pennsylvania.
Bryn Mawr Trust
Acquisition in 2021
Bryn Mawr Bank Corporation is a comprehensive financial services company based in Bryn Mawr, Pennsylvania, founded in 1889. It offers a diverse range of services, including retail and commercial banking, trust administration, wealth management, and insurance solutions. With corporate assets totaling approximately $4.63 billion and wealth assets under management and administration reaching $14.7 billion, Bryn Mawr Trust operates 35 full-service retail bank locations and additional branches catering to retirement communities across Pennsylvania, New Jersey, and Delaware. The company serves a wide array of clients, including individuals, multi-generational families, and institutions, providing services such as consumer and commercial loans, equipment leasing, mortgages, and various wealth management offerings like investment management and retirement planning. Additionally, Bryn Mawr Trust accepts a variety of deposit products, ensuring comprehensive financial support for its clientele.
Beneficial Bancorp
Acquisition in 2018
Beneficial Bancorp, Inc., established in 1853, is a holding company for Beneficial Bank, offering a range of consumer and commercial banking services to individuals, businesses, and nonprofits in the Philadelphia and Southern New Jersey area. The company's services include various deposit products, cash management services, and a portfolio of loans, such as business loans, residential mortgages, and consumer personal loans. Additionally, it provides insurance brokerage, wealth management, and property, casualty, life, and health insurance services. Beneficial Bancorp also holds securities and other investments, and manages real estate properties.
West Capital Management
Acquisition in 2016
West Capital Management, established in 1994, is an SEC-Registered Investment Advisor headquartered in Philadelphia, Pennsylvania. The firm is dedicated to providing objective research, fee-only investment management, complete disclosure, and superior client service. West Capital Management does not sell any proprietary products, focusing instead on offering a range of services including tax and estate planning, capital allocation, corporate trust services, portfolio management, and regular client meetings. The company aims to simplify the complexities of wealth management for its clients, recognizing that wealth encompasses more than just financial assets.
Penn Liberty Bank
Acquisition in 2015
Penn Liberty Bank, established in 2004 by seasoned bankers, is dedicated to serving the local community in the western suburban Philadelphia area. The bank offers a diverse range of financial products and services tailored to small and mid-size businesses, professional real estate developers, investors, and retail customers. Its commitment to the community and focus on personalized service have positioned it as a valuable financial partner for individuals and businesses alike. In 2023, Penn Liberty Bank was acquired by WSFS Financial, further enhancing its ability to meet the financial needs of its clients.