Privilege Underwriters Reciprocal Exchange (PURE) Insurance is a property and casualty insurance company designed exclusively for successful, responsible families. We opened for business more than 15 years ago with the goal of offering something different in the insurance space: a company focused on doing what’s right for our membership (policyholders), one that promotes transparency and alignment of interests, and delivers greater value. 

Today, after growing at least 15% in each year since we began, we are the most awarded insurer in our category, offer coverage in all 50 states that includes high value homeowners, automobile, collections, watercraft, personal excess liability, fraud & cyber and flood to a membership of more than 100,000 individuals and families. 

Wilmington Trust’s Wealth Management offers a wide array of personal trust, planning, fiduciary, asset management, private banking, and family office services designed to help high-net-worth individuals and families grow, preserve, and transfer wealth. Wilmington Trust focuses on serving families with whom it can build long-term relationships, many of which span multiple generations.
 
Wilmington Trust also provides Corporate and Institutional Services for clients around the world.
 
Wilmington Trust has clients in all 50 states and numerous countries, with offices throughout the United States and internationally in London, Dublin, Paris, and Frankfurt.

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 $181.2 billion at March 31, 2022. 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 1,300 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. KeyBank is Member FDIC.

Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager. The firm manages a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity, real estate and hedge funds—on behalf of institutions, advisors and individual investors globally. With offices in 25 countries, Neuberger Berman’s diverse team has over 2,500 professionals. For eight consecutive years, the company has been named first or second in Pensions & Investments Best Places to Work in Money Management survey (among those with 1,000 employees or more). In 2020, the PRI named Neuberger Berman a Leader, a designation awarded to fewer than 1% of investment firms for excellence in Environmental, Social and Governance (ESG) practices. The PRI also awarded Neuberger Berman an A+ in every eligible category for our approach to ESG integration across asset classes. The firm manages $418 billion in client assets as of June 30, 2022. 

The Grossman family has deep New England roots. Family patriarch Louis Grossman emigrated from Podeski, Russia, to Massachusetts in 1890. He then started a salvage business that later became Grossman Lumber, for many years the largest distributor of lumber and building materials in the Eastern United States.

Webster Bank (“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 $68 billion in assets. Its core footprint spans the northeastern U.S. from New York to Massachusetts, with certain businesses operating in extended geographies. Webster Bank is a member of the FDIC and an equal housing lender.

Cabrillo is sought out for complex valuation and transaction opinion assignments. We are sophisticated thought partners to private and public company investors and boards of directors.

From pre-revenue companies through public entities, boards of directors and companies rely on us for transaction opinions and valuations. 

We help our clients elevate their business successes by lending our experience gained from:

• Valuing thousands of companies across a broad array of industries, from simple seed-funded businesses to significant private and public entities;
• Collaborating with seasoned professionals, including boards of directors, attorneys, consultants, accountants, entrepreneurs and;
• Successfully navigating extensive reviews by boards of directors, the SEC and auditors, while always supporting our clients’ positions and strategies.

Cabrillo was built by highly-trained, credentialed professionals leveraging decades of experience in valuation, investment banking and management consulting to ensure our clients’ success.  Our collaborative process lets management focus on running their businesses, while ensuring our clients’ broader advisory team stays informed.