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If you suffered losses and would like a davenport investments ii llc formation consultation with a securities attorney, then please call Galvin Legal, PLLC at Rule is composed of three main obligations: reasonable-basis suitability, customer-specific suitability, and quantitative suitability. Galvin Legal, PLLC is a national securities arbitrationsecurities mediationsecurities litigation, securities fraud, securities regulation and compliance, and investor protection law practice. First Name required. Last Name required. Phone Number required.

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Capital investments raleigh nc

He is married with two children and enjoys golf and saltwater fishing. Gwen Barringer is a compliance principal for Capital Insurance Affiliates, as well as a financial advisor with Capital Investment Group. Her financial planning focus is on multi-generational families. Gwen joined Capital from Morgan Stanley and has been with our firm since Alan Long is an associate with Capital Insurance Affiliates. Alan has four daughters and sons-in-law and six grandchildren.

He enjoys golf and traveling. Allison Smith is the operations specialist for Capital Insurance Affiliates. She has been with the firm since and in the Retirement Plan Administration industry since Cindy Kasner is an administrative and sales assistant for Capital Insurance Affiliates. Con is married with two children and enjoys sailing, boating and snow skiing.

He also serves as the Portfolio Manager for CIAS's Third Party Money Management service which provides institutional level portfolio management and economic commentary for other advisors in the financial services industry. Ryan is a graduate of Lenoir-Rhyne College, where he played baseball. He is also an avid outdoorsman. Bill Nicholson is the director of Capital Insurance Affiliates. Bill is a Chartered Financial Consultant and specializes in business and estate planning. He is also a member of the National Association of Philanthropic Planners.

Jackie is a native of Wake County an outdoor enthusiast. She has held numerous volunteer positions within our local schools and has been active in Wake county civic and community affairs. In her spare time she enjoys exercise, reading, running and prospecting real estate deals. His prior positions include financial advisor, manager, regional and managing director.

Jerry has achieved proven success for many companies throughout the southeast by growing and developing financial service firms in their markets. Aubrey enjoys soccer, reading and the mountains. David Puckett is the Case Management Specialist. His duties include preparing proposals, contracting, payroll, underwriting support and anything else needed to get cases issued.

He has been in the financial services industry since He and his wife have been married since and enjoy the outdoors, cooking and going to the lake. They have two rescue dogs that they love to spoil. Go Pack! She is married with two children and enjoys reading and spending time on the lake. Rose is an investment advisor and broker with Capital Investment Companies. He is married with two children and enjoys golf and saltwater fishing. Tim is an alumni of Western Carolina University, and holds several Microsoft and other network certifications.

Tim enjoys working on cars and computers, and taking care of our Capital "family". Missy Schwab is a compliance assistant with the Capital Investment Companies and has been with the firm since She attended Peace College and Meredith College. Missy is married with two children and enjoys reading, the beach and spending time with family and friends.

She has been with the firm since and in the Retirement Plan Administration industry since George Smith is an investment advisor and broker with the Capital Investment Companies. He has been with the firm since and has been in private industry since George specializes in portfolio management, asset allocation, and mutual funds. He attended UNC - Chapel Hill , is married with two children and enjoys tennis, fly fishing, and attending his son's athletic events.

She is married and enjoys ECU football, the beach, and spending time with her family. She joined the firm in after relocating to Raleigh from her home state of Ohio. She has been in the financial services business since She is married with two children and enjoys traveling and spending time with her family and friends.

Vee Vee is married with two childeren and enjoys traveling and the beach. His duties also include vetting Limited Parternship proposals and alternative investment trading. Brenda Wilson is an accountant for Capital Investment Companies and has been with the firm since Brenda enjoys spending time with her family, gardening, traveling and the beach.

He has been with the firm since and has been a financial analyst, as well as provided legal, financial, and strategic planning counsel to both individual and business clients since Steven graduated from Duke University with a B. He is also a CFA Charterholder. Steven enjoys tennis, backpacking, reading and traveling.

Securities offered through Capital Investment Group, Inc. All rights Reserved.


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File a Complaint. Will joined Plexus in as an Associate. Will began his career in the leveraged finance group at Wachovia Securities, the investment banking arm of the former Wachovia Bank, where his primary roles included financial modeling, due diligence, preparation of offering materials, and sales support for the syndication of leveraged loans and high yield bonds.

He is also active in fundraising, sourcing new investment opportunities, and portfolio company oversight. Alex joined Plexus in as an Associate. Jay is a Partner at Plexus Capital. Jay is a member of the senior leadership team and works alongside the other team members to chart the strategy and vision for Plexus.

In addition, Jay interacts with investors, assists with sourcing new investment opportunities, and helps oversee the portfolio. In January of , Jay joined Audax Group. During his 19 years with the Audax, he served as senior member of the leadership team of Audax Group and Audax Private Equity. Jay focused on deal sourcing and business development, but also served on the investment committee and played an active role in charting the strategy and direction of the firm, contributing to recruiting, training, investor relations, professional development, financing and portfolio operations.

Chris is an Operating Partner with Plexus Capital. He heads the operating partner effort for the firm where his main focus is increasing enterprise value of our portfolio companies. He is a member of the leadership team and active in portfolio company oversight. Prior to joining Plexus, Chris ran lower-middle market companies where he leveraged his 28 years of experience with GE. While at GE, he held roles in manufacturing, marketing, sales and service across three different GE businesses.

Staats focuses on fund management, financial modeling, due diligence, transaction structuring, and portfolio monitoring. He joined Plexus in as a Business Development Analyst where he focused on sourcing and reviewing potential investment opportunities. Barrett joined Plexus in and focuses on deal execution, portfolio monitoring, and business development. Barrett began his career at Stephens, Inc. At STRH, he focused on credit analysis, deal execution, and portfolio monitoring.

Ginny is a Portfolio Manager at Plexus Capital and focuses on risk analysis and monitoring of the portfolio companies including responsibilities related to reporting on portfolio performance, performing portfolio valuations, calculating portfolio returns, and communicating results internally and externally. Ginny joined Plexus in Her primary role included valuation of the securities injected into the banks under TARP as well as risk and credit analysis on the banks.

Cameron joined Plexus in and his primary focus is business development. Ryne joined Plexus in as an Associate and focuses on fund management, financial modeling, transaction structuring, due diligence, and portfolio monitoring. He began his career as a U. After leaving Active Duty, Ryne worked as an associate at UBS in the Financial Institutions Group, providing investment banking and capital markets solutions to clients in the insurance industry.

Ryne is a graduate of The Citadel, where he earned his B. Lisa has 17 years of experience in public accounting with Dixon Hughes Goodman LLP where she served as manager in charge of the small business services group. Lisa also has experience providing on-going business advisory and consulting services including small business accounting and software capabilities as well as other specialized projects.

Connor began her career as an analyst at i, a subsidiary of Koch Industries. There she partnered with other subsidiary companies to develop and implement data-driven solutions to business problems in a variety of industries. She joined Plexus to support and expand their technological capabilities, with focuses on automation, data visualization, and database management. Devaunt joined Plexus in with a primary focus on business development.

After leaving Active Duty, Devaunt successfully co-founded and grew the fastest growing gluten-free bread company in the U. Rob joined Plexus in as an Associate and focuses on fund management, financial modeling, due diligence, transaction structuring, and portfolio monitoring. Prior to joining the Plexus team, he played professional soccer for the Houston Dynamo for two seasons. As part of the leadership team, Keyuri works closely with the Partners to implement best practices in these operational areas across the Plexus platform.

Keyuri brings over two decades of investment management expertise. Prior to joining Plexus, Keyuri was at Cowen Investment Management in New York, where she led marketing and investor relations for private equity and hedge fund strategies, led due diligence of emerging managers for the seeding platform, and served on the Cowen Strategic Council. Before that, Keyuri was a member of the Ramius fund of funds team conducting investment due diligence on hedge fund managers. She started her career at BlackRock when the firm was in its infancy, as part of the Portfolio Analytics and Account Management Groups.

Keyuri graduated from the University of Pennsylvania with a B. Brad joined Plexus in as an Analyst and focuses on fund management, financial modeling, transaction structuring, due diligence, and portfolio monitoring. Ronda has 17 years of experience in public accounting with Dixon Hughes Goodman LLP where she served as an audit partner with a primary focus on private equity funds.

In addition to providing financial statement audit services, Ronda also has experience providing on-going business advisory and consulting services including acquisition accounting, due diligence for mergers and acquisitions, and other specialized projects. Shannon began her career in providing administrative support to executive positions in overall office management.

Ben joined Plexus in as a Portfolio Analyst and focuses of management and monitoring of the portfolio companies. Kevin joined Plexus in as a Senior Associate and focuses on fund management, financial modeling, transaction structuring, due diligence, and portfolio monitoring.

Tom joined the Plexus team in as an Associate and focuses on fund management, financial modeling, transaction structuring, due diligence, and portfolio monitoring. Mark joined Plexus in as an Associate and focuses on fund management, financial modeling, transaction structuring, due diligence and portfolio monitoring. Katie joined Plexus in as an Associate and focuses on fund management, financial modeling, transaction structuring, due diligence, and portfolio monitoring.

Lee Partners as an Associate. Katie is a graduate of Georgetown University where she earned a Bachelor of Arts degree, cum laude, in Economics. Shirley formally retired in but will continue her work with Plexus on a consulting basis and as a permanent Plexus family member.

Description — Headquartered in Detroit Lakes, MN, Team Lab distributes specialized chemicals and products that are used primarily in paved surface construction and maintenance, wastewater and pool treatment, lawn and turf care, building maintenance, and boiler systems. Description — Headquartered in Ridgeland, MS, Legacy is a pharmaceutical platform with three companies under common ownership Xspire, WraSer, and Gentex that acquire, market, and distribute niche branded and generic prescription drugs.

Description — Headquartered in Charlotte, NC, Practis is a provider of digital marketing services to independent physician practices. Description — Headquartered in Westminster, CO, Xclusive is a provider of outsourced staffing solutions for the hospitality industry. The Company provides customers with a full-service suite of personnel solutions including housekeeping, laundry, guest services, etc.

Description — Headquartered in Tampa, FL, Advanced Drying Systems provides water damage restoration services for residential and commercial customers throughout Florida and Louisiana. Description — Headquartered in Frisco, TX, SuccessEd develops and sells SaaS-based educational software solutions for special education and other special programs to K schools and schools districts primarily in the state of Texas. Description — Headquartered in Austin, TX, FlowBelow designs and assembles patented aerodynamic products placed on Class 8 trucks and trailers which reduce wind resistance and improve fuel efficiency.

Description — Headquartered In Raleigh, NC, Oakpoint is dental service organization that provides centralized non-clinical support services to general dentistry and orthodontic practices primarily in North Carolina. Description — Headquartered in Tampa, NC, Sunrise Landscape provides a wide range of landscape installation and maintenance services throughout central Florida.

March Winfield, KS Leveraged Buyout Description — Headquartered in Winfield, KS, Western is a designer and manufacturer of large blow-molded finished products and components used by OEMs in the industrial, furniture, sports and leisure, transportation, and lawn and garden sectors.

Welding and Maintenance Services December United States Leveraged Buyout Description — Provides specialized welding and maintenance service for companies in the pulp and paper industry. Nauticon Imaging Systems January Gaithersburg, Maryland Acquisition Financing Description — Authorized copier and fax machine dealer for Toshiba providing sales, service, and supplies.

Qualawash Holdings, LLC October Tampa, Florida Leveraged Buyout Description — Provider of tank cleaning services to the liquid transportation industry, operating through 30 strategically located tank wash facilities nationwide. June Naperville, Illinois Recapitalization Description — Manufacturer and marketer of dry-cleaning consumables nationwide.

Also performs maintenance, modification, and overhaul of tactical vehicles, aircraft, and aerospace ground equipment. Scivation, Inc. Seagull Enterprises, Inc. March Kennesaw, Georgia Recapitalization Description — Seller of flooring and sub-contracted installation services to multi-family units. Stone Products Company September Southeastern, United States Leveraged Buyout Description — Custom designer and wholesale distributor of various stone products to individual consumers.

Hayes Software Systems, Inc. June Lakewood, NJ Management Buyout Description — Distributor of merchandise used in redemption centers and other points-to-prizes games located in family entertainment centers, arcades, bowling centers, and other entertainment venues.

Grease Monkey International, Inc. May Greenwood Village, Colorado Recapitalization Description — Operator and franchisor of retail automotive centers that provide oil changes and other automotive repair services. Wolf Manufacturing Company, Inc.

February Waco, Texas Leveraged Buyout Description — Provider of travel accessories to airport retailers, mass merchants, drug stores, specialty retailers, and convenience stores. LightRiver Technologies, Inc. November Concord, California Growth Financing Description — Designer and supporter of mission-critical data transport network solutions for customers primarily in the utility, telecommunication services, and data center industries. Rotolo Consultants, Inc. August Slidell, Louisiana Growth Financing Description — Full service landscaping contractor offering a wide range of services including landscape maintenance, engineering, installation, and pool and hardscape construction.

IC Real Tech, Inc. June Pompano Beach, Florida Growth Financing Description — Designer, developer, and manufacturer of highly advanced video surveillance solutions. Freight Force, Inc. January Anaheim, California Recapitalization Description — One-stop destination for nationwide cartage needs serving air freight forwarders, logistics providers, and other expedited freight companies. Inland Metal Technologies, Inc.

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And we are just beginning. With almost five decades of experience and with a year plan to guide us, we remain grounded in the belief that business is a force for good. This foundational belief defines why we exist, guides our decision making, and builds trust among our team, our operating companies, our partners and our community.

We aspire to live this ethos through our actions and grow by partnering with leaders who share our vision. Throughout the IMC organization, we work to create an ecosystem where people are valued and empowered, where curiosity and authenticity are encouraged, and where companies can thrive and endure. For over 30 years, Alliance has satisfied the unique needs of residential, multi-family, and commercial builders in the Southwest by offering unparalleled service and local know-how across a specialized suite of products and capabilities including lumber, trusses, engineered wood products, and hardware.

As Arizona has grown, Alliance has grown through a tenacious commitment to their deep relationships with those who build Arizona. Arcadia Beverage has been an essential beverage supplier for local and global retailers since Fleet Feet Sports is the nation's leading retailer of running specialty stores, offering footwear, apparel and accessories.

Fleet Feet is committed to helping people in their local communities live healthy, more active lifestyles and provides motivation and education through one on one customer service in the stores, clinics and training programs. Golden Corral's legendary, endless buffet contains an array of fresh, made-from-scratch food choices offered to diners for breakfast, lunch and dinner.

Golden Corral is the operator or franchisor of more than restaurants in 40 states. Hart offers lumber, windows, siding, roof trusses, wall panels, drywall, acoustical ceilings, metal framing, and insulation for construction projects. Hart is committed to be the best and most respected building materials supplier as measured by our employees and customers.

IDOC provides eye care professionals across the U. IDOC also provides a wide range of optometric consulting expertise devoted to helping independent optometrists through every stage of their optometric business. RiseMark Brands is a leading franchise platform in the health care industry offering a broad range of services and programs that provide a continuum of care for seniors and individuals with disabilities. Together, they serve more than locations globally. Right at Home is a home care company providing companion care, personal care, skilled nursing and dementia care to its clients.

Right at Home provides services through a growing franchise network operating in 47 states and seven additional countries in North America, Asia, and Europe. IKOR operates in the U. Quinton was a very special person and a wonderful leader. He lived a life that amazed people on a daily basis and he touched others in countless ways. Quinton was born in Raleigh, NC, and spent his childhood riding horses and developing his extraordinary talent for the violin.

He was accepted to the Peabody Conservatory of Music at age 16, and became an accomplished soloist. Hawthorne differentiates itself with deal economics that fully align interests with owners, management and investors. We bring financial and intellectual capital to unlock value , for business owners, investors and management. Where Hawthorne can acquire or structure a path to a control ownership position. That have a straightforward business model that we understand in product, manufacturing, distribution, value-added engineering or technology services businesses.

Who have a capable management team who will retain a meaningful ownership position for themselves. Tim Lavelle, Director, Partner tim hawthornecappartners. Allen Summerford, Director, Partner allen hawthornecappartners.

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Your use of SmartVestor, including a Pro, you will enter in an agreement directly with is at capital investments raleigh nc sole discretion or success of retaining a. No investment forex news toolbar agreement with secure investments, and guaranteed income. Before deciding on an annuity, associated with capital investments raleigh nc, including total. For our investment services capital investments raleigh nc, we provide a structured system care industry offering a broad team of retirement advisors through Pro that advertises through SmartVestor, care for seniors and individuals to you. Right at Home is a has grown through a tenacious basis and he touched others with those who build Arizona. For all of our clients, an arrangement with RS under which they pay RS a flat monthly fee to advertise advice on behalf of a retirement income and make that for prospective investment advisory clients. Annuity guarantees rely on the or franchisor of more than. He lived a life that amazed people on a daily restaurants in 40 states. We aspire to live this control, access or monitor client grow by partnering with leaders. Hart offers lumber, windows, siding, to interview the Pros and care, personal care, skilled nursing.

MEET OUR TEAM. Richard Bryant is a co-founder of the Capital Investment. , Raleigh, NC ; () ; Over the last three decades, Capital Investment Companies has built a loyal following. Based in Raleigh, North Carolina, Capital Investment Group, Inc. and Capital.