PeoplesBank is deeply rooted in the community. Our commitment has been and will continue to be one centered on serving the financial needs of our customers, operating responsibly as a good corporate citizen, creating a great place to work for our people and working hard to improve our environment. PeoplesBank is dedicated to offering quality products and services that will meet the needs of our customers. Through our product offerings and superior customer service our customers will be successful in meeting their financial goals. We are committed to providing service excellence. We strive to make banking with us easy and hassle free and keep that in mind with everything that we do. PeoplesBank is one of the area’s oldest and most respected community Banks. We take responsibility for our role in the community and we consistently look for ways that we can support the communities we serve and make our area a premier place to live and work. We have demonstrated our passion for the community through our sponsorships and contributions, employee community involvement as well as our commitment to promote more environmentally friendly initiatives.

Bank of America is one of the world’s leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving approximately 67 million consumer and small business clients with approximately 3,900 retail financial centers, approximately 16,000 ATM and award-winning digital banking with approximately 56 million verified digital users. Bank of America is a global leader in wealth management, corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. Bank of America offers industry-leading support to approximately 3 million small business households through a suite of innovative, easy-to-use online products and services. The company serves clients through operations across the United States, its territories and approximately 35 countries. Bank of America Corporation stock (NYSE: BAC) is listed on the New York Stock Exchange.

Since 1992, COSS Systems has been optimizing operations through the automation of business processes. Designed for small to mid-sized manufacturers, COSS’s ERP manufacturing software has streamlined hundreds of businesses and can for yours too.

Developed on the shop floor, for the shop floor, our software understands the unique needs of your business. We stay on top of industry standards so you don’t have to. With our user-friendly interface and powerful tools, we make running your business easier, so you can focus on what matters most: growing your business. Say goodbye to the stress of developing procedures and let our team and our software do the heavy lifting. Join the many businesses who trust COSSERP to streamline their operations and take your success to the next level.

As one of the oldest law firms in the United States, Robinson+Cole prides itself on being a modern law firm with a long history of adapting to change, understanding our clients and their needs, as well as embracing emerging opportunities. Our 250+ attorneys serve regional, national, and international clients from offices throughout the Northeast, Mid-Atlantic, Florida, and California, including in major metropolitan areas such as Boston, New York City, Washington DC, Philadelphia, Miami and Los Angeles.

Robinson+Cole’s manufacturing lawyers represent manufacturers and distributors both nationally and internationally. Our clients range from Fortune 50 companies to privately held and/or family-owned companies that sell both business-to-business (B2B) and business-to-consumer (B2C) products and services. We understand that many manufacturers operate within complex supply chains. For that reason, we have experience dealing with situations in which our clients have all, some, or no leverage in business dealings. We also have significant experience within sub-industries of manufacturing, including aerospace, medical device, chemicals, building materials, industrial manufacturers, food and beverage (including nutritional supplements), and technology. Our goal is to provide our clients with new capabilities through experience and innovation.

Advantage Capital is an impact investment firm with an emphasis on driving capital to underserved areas – often in partnership with the public sector. Advantage Capital provides equity and debt financing to established and emerging companies located in communities underserved by conventional sources of capital.

We invest with intention in job-generating small businesses and our goal is to help Connecticut small businesses expand, create quality, accessible jobs and spur economic growth in their communities.

As an industry-leading impact investment firm with more than 30 years of experience, we are purposeful in driving true growth for individuals, communities, and society.

Cross Insurance is one of the largest family held insurance brokerages in the country, supporting businesses of all sizes with commercial insurance and employee benefit plans. Cross is headquartered in Bangor Maine and has over 50 offices across the East Coast, including 10 in Connecticut. We strive to act as an extension of an organization’s leadership team and serve as their outsourced risk & benefits advisor.

KeyCorp’s roots trace back nearly 200 years to Albany, New York. Headquartered in Cleveland, Ohio, Key is one of the nation’s largest bank-based financial services companies, with assets of approximately $188 billion at December 31, 2023.  Key provides deposit, lending, cash management, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of approximately 1,000 branches and approximately 1,200 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name.

Established in 1825, Liberty Bank is the oldest and largest independent mutual bank in the country. With $7.5 billion in assets, Liberty has 56 banking offices across Connecticut and two in Massachusetts. As a full-service financial institution, Liberty offers consumer and commercial banking, cash management, home mortgages, business loans, insurance and investment services. Named ‘Top Workplace’ by the Hartford Courant every year since 2012 and designated a 2021, 2022 and 2023 Best-In-State Bank in Connecticut by Forbes Magazine. 

M&T Bank Corporation is a financial holding company headquartered in Buffalo, New York. M&T’s affiliates offer advice, guidance, expertise, and solutions across the entire financial spectrum, combining M&T Bank’s traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust. M&T Bank has a network of over 1,000 branches and 2,200 ATMs that span 12 states from Maine to Virginia and Washington, D.C.

In Connecticut, M&T operates more than 120 branches and employs nearly 2,000 people. As a preferred lender of the Small Business Administration, the bank ranked number one in SBA lending approving 126 7(a) loans worth about $18.1 million in Fiscal Year 2023.

For more than 165 years, M&T has strived to take an active role in our communities and build long-lasting relationships with our customers. We are a bank for communities—combining the capabilities of a large bank with the care of a locally focused institution. Our purpose is to make a difference in people’s lives and uplift the communities we serve.

The #1 NetSuite Alliance Partner, Myers-Holum, Inc., combines extensive consulting services and implementation capabilities with strategic partnerships to deliver tailored technology solutions. With decades of expertise, we empower clients to thrive through comprehensive NetSuite implementation integration services and drive cutting-edge automation initiatives in dynamic business environments.

For 25 years, Oracle NetSuite has helped organizations grow, scale and adapt to change. NetSuite provides a suite of cloud-based applications, which includes financials / Enterprise Resource Planning (ERP), HR, professional services automation and omnichannel commerce, used by more than 37,000 customers in 219 countries.

Robert Half is the world’s first and largest specialized talent solutions firm that connects opportunities at great companies with highly skilled job seekers. Robert Half offers contract talent and permanent placement solutions, and is the parent company of Protiviti®, a global consulting firm.

Vena is the only Complete Planning platform natively integrated with Microsoft 365.

Vena leverages the power of Excel and AI-powered insights to streamline financial and operational planning, reporting and analysis, and provides advanced analytics and modeling capabilities to help business, finance and operations leaders make agile and more informed business decisions.

Over 1,700 of the world’s leading companies, including manufacturers such as Mitsubishi Chemical and Coca-Cola Consolidated, rely on Vena to power their planning.

Webster is a leading commercial bank in the Northeast that provides a wide range of digital and traditional financial solutions across three differentiated lines of business: Commercial Banking, Consumer Banking and its HSA Bank division, one of the country’s largest providers of employee benefits solutions. Headquartered in Stamford, CT, Webster is a values-driven organization with $75 billion in assets. Its core footprint spans the northeastern U.S. from New York to Massachusetts, with certain businesses operating in extended geographies.

ADP is a comprehensive global provider of cloud-based Human Capital Management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration, and a leader in business outsourcing services, analytics and compliance. ADP focuses on utilizing its unmatched experience, deep insights, and cutting-edge technology to transform human resources from a back-office administrative function to a strategic business advantage. While serving more than 700,000 clients, ADP helps organizations of all types and sizes unlock their business potential.

Since 1985, Prestige Capital, a commercial finance company, has been funding clients directly by turning invoices into cash. We purchase invoices from a broad range of companies with annual sales ranging from $2 million to $300 million. Prestige Capital continues to help companies that either do not qualify for traditional bank financing or need financing faster than a bank’s lengthy underwriting process allows.

NBT Bank began serving Connecticut in 2019 and has grown to 90 employees in the state, and over half a billion in loans. NBT has offices in West Hartford, Glastonbury, Salisbury, Lakeville, Canaan and Sharon. With more than 150 locations throughout the Northeast, including New England, upstate New York and northeastern Pennsylvania, NBT’s scale and investment capability combined with local decision-making enables us to remain responsive to commercial and small business banking, personal banking, wealth management, 401K record keeping and insurance needs. NBT Bancorp had assets of $13.31 billion as of December 31, 2023, and is traded on the Nasdaq Global Select Market under the symbol NBTB.

Osage Advisors is Merger & Acquisition firm and trusted advisor to owners of privately held and family-owned companies who are planning or ready to sell their business to the right buyer since 2001. Osage’s clients operate in diverse industries and have annual revenue of $5 million-$250 million. The firm has closed domestic and cross-border deals with privately held companies, private equity firms, and public companies.

Certain Members of Osage Advisors are Registered Representatives of and conduct securities transactions through StillPoint Capital, LLC, Tampa, FL. Osage and StillPoint are not affiliated.

For more than 170 years, we have been committed to providing our clients with great service and powerful financial expertise to help them meet their financial goals. We have more than 42,000 Corporate & Institutional Banking clients with $396+ billion in average loan commitments,1 and are expanding our geographic footprint with a presence in 30 of the largest U.S. markets and in select regions around the globe.

Touchstone Advisors is a Mergers and Acquisitions firm dedicated to bringing investment bank services to the lower middle market, creating value for companies in multiple industries and providing expertise in the transfer of ownership of privately held companies. 

Our team is highly qualified and experienced, possessing extensive market knowledge serving both domestic and international companies. At Touchstone, we distinguish ourselves through our unwavering commitment to meeting our clients’ needs. We provide unbiased advice and expertise to customize an approach to each individual client based on their company needs. Touchstone Advisors has assisted our clients in achieving their strategic and financial goals for over 20 years.

Wells Fargo & Company is a leading financial services company that has approximately $1.9 trillion in assets, proudly serves one in three U.S. households and more than 10% of small businesses in the U.S., and is the leading middle market banking provider in the U.S. We provide a diversified set of banking, investment, and mortgage products and services, as well as consumer and commercial finance.

As a business bank since 1853, Westfield Bank has supported family-owned and privately held businesses with advice, financial expertise and access to capital. Westfield Bank’s commercial team located in West Hartford along with the bank’s area branches focus on you, your financial security and the communities we share.

We exist to grow our client’s companies through annual strategy & planning, scheduled execution, and a laser focus on what you need vs. a diluted mix of activities that just take time and money.

With a strong web design and development core, proven results in organic search (SEO), a nationwide network of video production capability, and a whole host of revenue-driving capabilities, Suited truly has you covered.

It’s time to save you time and get you back to work closing deals and growing your business.

You can finally stop chasing multiple service providers or expecting that in-house hire to deliver everything, and get back to running your business while one team delivers results.