Success Stories

American Business Bank

American Business Bank (ABB) was established in 1997 by a small group of highly experienced and influential bankers frustrated by the practices of mega-corporate banking, especially relating to middle market companies.


Edwards Federal Credit Union

Formed in 1962 Edwards FCU extended its services and membership benefits from the employees and families of Edwards Air Force Base to the entire community while building a strong culture of cooperativeness. In fact, Edwards FCU includes the highest form of federal insurance working with NCUA (National Credit Union Administration) to federally insure all savings up to $250,000.



CapinCrouse LLP is a national accounting firm specifically focusing on reaching faith-based non-profits and offering expanded accounting, tax, compliance, and consulting services.This has been the CapinCrouse focus since 1972, when the firm was founded by Dick Capin. With offices from Atlanta to Los Angeles,they are a national accounting firm with a national practice approach that helps them leverage expertise and best practices from across the firm to best meet the specific needs of their clients. We support this approach with technology that includes a paperless platform for our assurance practice that links everyone in the firm to the resources they need whether they’re in our offices or yours.


Bellwether Asset Management

Bellwether Asset Management (BWAM) assists in the monitoring and analysis of investments representing more than $6 billion of invested equity across a wide range of real estate-related assets across the United States, Europe and Asia.


Christy White Associates

Christy White Associates provides exceptional audit and assurance services for school districts, charter schools, non profits, governmental agencies, small businesses and HOAs. An Audit Partner and staff is assigned to engagements that are trained specialists in the industry and freely share best practices on accounting topics, how to improve internal controls and maintain compliance.


Mozaic, LLC

Mozaic, LLC is an independent, privately owned firm that focuses on wealth management, family office and corporate advisory services. Clients are high net worth individuals, foundations and corporations. Mozaic’s wealth management and family office platform provides highly customized and personalized solutions. Mozaic specialize in wealth preservation and long-term growth through diversified and risk-controlled investment strategies that generally are only available to institutional investors.


Nikkei Credit Union

Nikkei Credit Union is a progressive, full-service financial institution serving the Japanese American Community in Southern California. We provide quality service as a not-for-profit financial cooperative, owned and democratically controlled by our membership.


Breathe California

Breathe California of LAC (BLA) is a Los Angeles-based public benefit non-profit organization committed to improve lung health and air quality for all Los Angeles area residents. Breathe California of LAC’s mission is to promote clean air and healthy lungs through research, education, advocacy, and technology. BLA was founded in 1903.


Comprehensive Dermatology Center

Comprehensive Dermatology Center of Pasadena, California was founded in order to provide a complete array of dermatological treatments and services to the greater Pasadena area. Their doctors provide general dermatology, cosmetic and restorative treatments, skin cancer surgery, and non-surgical techniques in cosmetic dermatology.



BRIDGES, a private, not-for-profit agency provides residential care and mental health treatment for persons with psychiatric and co-occurring disorders. Comprehensive residential and outpatient programs support individualized treatment designed to help individuals achieve their highest level of functioning, wellness and self- sufficiency possible. BRIDGES’ professional staff reaches out to hospitals, the criminal justice system, other service providers, family, and other community friends to assist in providing education, collaboration, and placement of persons in need of services.



California Hematology Oncology Medical Group (CHOMG) is a dedicated team comprised of board certified specialists in blood disorders and medical oncology with a caring ancillary staff committed to the enhancement of the physical and spiritual well being of patients and their families.


Morningside Recovery

Morningside Recovery is a Mental Health and Substance Abuse treatment center. We have been in business for approximately 15 years and treat patients above the age of 18. We also offer structured living environments where client are provided with a sober environment to live.



Founded in 1984, RadNet, (NASDAQ: RDNT), is a national leader in providing high-quality, cost effective diagnostic imaging services through a network of 248 owned and/or operated outpatient imaging centers. With operations in six states, including California, Maryland, Delaware, New Jersey, New York, Rhode Island and Florida, Radnet is one of the largest owner and operator of fixed diagnostic imaging centers in the US.


Baute Crochetiere & Gilford LLP

Baute Crochetiere & Gilford LLP (Baute) is a boutique litigation firm in Los Angeles with an admittedly different approach to litigation. Having successfully practiced at some of the country’s largest law firms, the lawyers at Baute recognize that their clients expect and deserve from their attorneys not only first quality legal work, but discriminating business judgement.



Gordon, Edelstein, Krepack, Grant, Felton & Goldstein, LLP (Geklaw) is a recognized leader in Workers’ Compensation and Personal Injury Law in Southern California. Geklaw have built their reputation for turning serious injuries into serious victories by effectively utilizing their expertise, resources and knowledge.


Resch Polster & Berger LLP

Resch Polster & Berger has over 30 years of experience in providing client-focused, traditional yet creative business and legal services for a wide range of industries. The firm has established a solid reputation for technical excellence, exceptional responsiveness and creativity delivered in a cost-effective manner.

Manufacturing & Retail

Closet Factory

You want your home to be both pretty and neat. Closet Factory can help you with that. Your storage problem is unique. And no closet company is better fit to help you organize your life than Closet Factory. Where every closet system is custom. Made to order. Your order. Closet Factory has become the authority in customized storage solutions.

CX&B United Corp

CX&B United Corp

CX&B United Corp (CX&B) develops turn-key promotional product and branded product solutions through helping their clientele transition their business from a vision to reality. CX&B serves high profile clientele including Kaiser Permanente, Toyota, Lexus and Samsung.


Klein Products

Klein Products is a worldwide, leading manufacturer of water distributing equipment. Products include: Water tanks, water trucks, water pulls, water wagons, portable water towers, water tank trailers, water pumps, Hurricane pumps, water control valves, and all the related parts components and accessories.


Adoption Circle

Adoption Circle has been a leader in diligently working to preserve the rights of birth parents and children to ensure emotionally healthy and legally sound adoptions. Through compassionate and caring counseling, they have been able to assist birth parents and adoptive parents to have the opportunity to explore all legal choices as they design an adoption plan that they believe is in their child’s best interest.


The Valley Economic Alliance

The Valley Economic Alliance (a.k.a. Economic Alliance) is a 501(c)(3) nonprofit strategic private-public collaborative made up of business, government, education and community organizations. Its mission is to elevate the economic vitality and stability of their 5 city region – Burbank, Calabasas, Glendale, Los Angeles and San Fernando consisting of more than 70,000 businesses, over 2.1 million residents and covering more than 350 square miles.


OUR HOUSE Grief Support Center

OUR HOUSE grief support groups create a warm environment of safety and comfort in which children, teens, and adults find the support they need from others who have also experienced the death of someone close. Led by highly trained volunteers, groups are age and relationship specific. OUR HOUSE also offers grief support groups in local schools, helping grieving children in low-income, underserved areas of Los Angeles County.


Hire Heroes USA

At Hire Heroes, former military and business professionals train veterans on how to become marketable and offer support throughout their career search. The hallmark of their program is a personal approach, which includes group workshops and assistance that connects them with viable companies and/or interesting employment opportunities through their Job Board.

Center For Restorative Justice Works logo

The Center For Restorative Justice Works

The Center for Restorative Justice Works (CRJW) unites children, families and communities separated by crime and the criminal justice system. CRJW calls the community to set aside pre-judgments about women and men in prison in order to work together to accompany families torn apart by the crime and the criminal justice system; create awareness about the negative impacts of incarceration on children and families; and advocate for programs and policies that restore relationships.

Fathers and Mothers Who Care logo

Fathers and Mothers Who Care

Founded in 1997, Fathers and Mothers Who Care (FMWC) now has 3 locations including Los Angeles, Atlanta and a satellite office in Dallas. They currently serve anyone who comes to their office needing any type of assistance and currently offer a housing program as well as other types of housing assistance.

nternational Institute of Akron logo

International Institute of Akron

The International Institute of Akron’s (IIA) mission is to contribute to the well-being of their community by creating and implementing programs and services that assist those born outside the United States to integrate into American society. They work to promote public awareness of the value of ethnic diversity and to encourage international communication.

LA Team Monitoring

LA Team Mentoring

Los Angeles Team Mentoring (LATM) began its TeamWorks program in 1992 in response to the civil unrest that plagued the city. This creative new approach – team-based mentoring – was developed to combat the overwhelming negative challenges facing young people in LA’s inner-city middle schools. LATM’s innovative model was also the answer to expanding their reach to mentor greater numbers of deserving youth with a limited number of available adult volunteers.


Life Steps Foundation

Life Steps Foundation (LSF) began its services in 1982 as a partnership among three mental health professionals who identified the need for in-home educational and preventive interventions as an alternative for individuals and families who were unwilling or unable to receive services in institutional settings. Since then, they have evolved from a “mom and pop” operation based in the South Bay of Los Angeles County to an enterprise- level organization developing programs for various ages and disabilities statewide, with headquarters in Culver City, CA.


South Bay Workforce Investment Board

The mission of the SBWIB, Inc. is to collaborate with business, economic development, education, government, labor and community organizations to provide a dynamic, efficient and effective workforce development system that ensures a skilled workforce and a healthy economy in the South Bay region of Los Angeles County.

UniVoIP-Success – Mental Health America of Los Angeles

Mental Health of America Los Angeles

Mental Health America of Los Angeles (MHA LA) is an enduring leader in mental health systems change throughout California. They have an extensive proven history in changing lives through advocating for the rights of people living with mental illness. MHA LA is a local chapter of Mental Health America, the nation’s leading community-based nonprofit dedicated to helping achieve wellness by living mentally healthier lives.


Los Angeles Department of Transportation

Los Angeles Department of Transportation (LADOT) oversees transportation planning, design, construction, maintenance and operations within the City of Los Angeles and manages a fleet of over 300 vehicles, serving nearly 30 million passengers a year and operating over 800,000 hours. LADOT performs many transportation related duties, with six main operating groups: Parking Enforcement & Traffic Control, Operations Project Delivery, Parking Management & Regulations, Transit Services and Administration.


N2 Aero

N2 Development (N2 Aero) provides superior, effective thermal and acoustic control products and services to the aircraft industry, going above and beyond the competition to ensure our clients’ success. N2 Aero’s cabin interior noise reduction systems are designed to treat every noise source contributing to the interior sound pressure levels in the aircraft.



Co-Sales is the leading independent food broker in the west, with over 100 years of excellence in sales, marketing and merchandising. Founded in 1905, Co-Sales opened its doors in Arizona as Winchester-Coe.


ClearData Networks

ClearData Networks (ClearData) is a leading and exclusive provider of specialized wireless services in the M2M (machine to machine) and telemetry sectors. They provide connectivity solutions, tools and services necessary to drive up efficiencies, drive down costs and enhance the way their clients do business via real time visibility to data usage.


MPIO Incorporation

MPIO provides state-of-the-art warehouse fulfillment services using proven, integrated software that adapts to volume growth without compromising order turnaround or accuracy. At MPIO flagship Carson, California facility, they provide Receiving, Cross-Docking, Storing and Distributing, Labeling, Packaging and Inventory Reporting to fulfill clients Warehouse Service needs.


RCS Logistics

RCS Logistics is a privately held company headquartered in Springfield Gardens, New York (JFK). RCS services a broad customer base including import retailers and wholesalers that specialize in apparel, footwear, accessories, telecommunications and electronics. RCS Logistics is one of the world’s leading logistics providers specializing in international air, ocean and land freight forwarding, supply chain management, 3PL, trucking transportation, distribution, customs brokerage, and other logistics solutions.

Arts, Entertainment and Recreation

Fit Athletic Club

Fit Athletic Club (Fit) is a unique lifestyle brand and luxury fitness club offering only the best of the best to its members for more than 13 years. It opened its first doors in Houston in 2004 and then expanded to San Diego in 2008. With an extraordinary country club-like atmosphere, a culture that fosters and encourages complete wellness, and all of the tools and training needed to see incredible results – there’s no wonder Fit has been voted “Best Gym” every year.



BRS/Gage is a bi-coastal talent agency representing actors in the areas of film, television and theater. Their clients can be seen on Broadway/National Tours including Book of Mormon, Jersey Boys, Phantom of the Opera and Wicked as well as major television shows such as The Good Wife, Nurse Jackie, Blue Blood and Person of Interest. The agency guides new and upcoming talent into promising careers.

Partner Case Studies

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