Glenn S. Welch

Rockland Trust Co. is an investment management firm headquartered in Rockland, Massachusetts. The firm was founded in 1907 and is owned by Independent Bank Corp. (Massachusetts) (NASDAQ: INDB). Rockland Trust offers a wide range of investment services to businesses and individuals.

Founded in 1890, Cambridge Trust Co. is a state chartered commercial bank headquartered in Cambridge, Massachusetts. The firm is a subsidiary of Cambridge Bancorp (NASDAQ: CATC).

Grail Partners LLC provides merchant banking services. It provides mergers, acquisitions, divestitures & restructuring services to global investment management businesses. It has offices in London, New York and San Francisco. The company was co-founded by Donald H. Putnam & William P. Henson in 2005 and is located in Boston, MA

Grail Investment Corp. is a blank check company. It is seeking to acquire a controlling interest in a business in the financial services industry, other than depository institutions. Grail Partners LLC is the corporate sponsor of the company. Grail Investment Corp. was organized in December 2007 and is located in New York, NY

Care New England Health System, Inc. provides a spectrum of home health, hospice, and private duty nursing services. It offers surgery, cardiovascular care, oncology, psychiatry, behavioral health, pediatrics, and women’s health services. The company was founded in 1996 and headquartered in Providence, RI.

American Bankers Association, Inc. represents, assists and provides support services to banks of different sizes and charters. Its membership includes community, regional, and money center banks and holding companies, as well as savings associations, trust companies, and savings banks. The company was founded in 1875 and is headquartered in Washington, DC.

Middlesex Savings Bank provides banking and financial services. The firm’s services include personal banking, business banking and online banking. It offers saving accounts, current accounts and mortgage loans. The company was founded in 1982 and is headquartered in Natick, MA.

Federal Home Loan Bank of Boston engages in the provision of financial services. It offers advances, mortgage partnership finance, housing and economic growth, letters of credit, correspondent services, and online banking. The company was founded in 1932 and is headquartered in Boston, MA.

Kent County Memorial Hospital provides health care services. It also provides inpatient services including cardiology and extended coronary care, infectious disease, primary care, oncology, orthopedics, obstetrics and gynecology, pediatrics, rehabilitation and surgery. The company was founded in 1951 and is headquartered in Warwick, RI.

Guthrie Towanda Memorial Hospital provides health care services. Its services include emergency medicine, orthopedics, physical therapy, women's health, cardiac rehabilitation and social services. The medical center also offers long-term care, home health services, a hospice program and a wellness center. The company was founded in 1959 and is headquartered in Towanda, PA.

DLB CAPITAL LLC (DLB Capital) is a private equity firm founded by Douglas L Brown in 2006. The firm is Headquartered in Wilton, Connecticut.

The Massachusetts Bar Association is a non-profit organization that serves the legal profession and the public by promoting the administration of justice, legal education, professional excellence, and respect for the law. The MBA is based in Boston, MA. The organization offers various membership advantages, volunteer opportunities, and educational resources such as CLE programs, practicing with professionalism courses, and publications like the ejournal and Lawyers Journal. The MBA also provides advocacy services, public resources, and exclusive benefits to its members such as the Lawyer Referral Service, Insurance Agency, and MBA On Demand.

Bristol County Savings Bank operates as a state chartered savings bank. It offers personal, commercial and e-banking services. The firm also offers financial planning, charitable asset management, investment services, trust services, portfolio account link, financial advisory team and contact financial advisory services. The company was founded on June 20, 1846 and is headquartered in Taunton, MA.

Savings Banks Employees Retirement Association provides retirement benefit plans to personnel of Mutual Savings Banks. The firm offers ESOP’s, stock funds, SERP’s, FSA accounts and actuarial consulting. The company was founded in 1944 and is headquartered in Woburn, MA.

Depositors Insurance Fund is an insurance fund that insures all deposits above Federal Deposit Insurance Corporation (FDIC) limits at its member banks. It provides assistance to a member bank when the Commissioner determines it is inadvisable or inexpedient for the member bank to continue to transact business without receiving financial assistance from the Fund. The company was founded in 1934 and is headquartered in Woburn, MA.

Maryland Bankers Association, Inc. operates as as banking association. It works to maintain the competitiveness of the banking industry by promoting the strength and success of Maryland banks and bankers. The company was founded in 1896 and is headquartered in Annapolis, MD.

Economic Development Council of Western Massachusetts operates as a economic development agency. The firm helps businesses to expand, relocate and succeed in Western Massachusetts. It provides support for real estate searches, manufacturing supply chain, visitation programs, data and demographics. The company is headquartered in Springfield, MA.

The Thayer Academy provides educational services. It regulates student enrollment requirements and establishes educational standards, procedures, and curriculum. The firm offers college preparatory education that attracts students from diverse social, ethnic, economic, and academic backgrounds. The company was founded in 1877 and is headquartered in Braintree, MA.

Grail Partners (Grail) is a private equity division of Grail partners LLC founded in 2005 by Don Putnam and Darlene Deremer. The firm is headquartered in San Francisco, California.

The YMCA of Greater Boston, Inc. provides social services. The firm offers youth development, healthy living and social responsibility services. It conducts pre-K, youth, teen, adult., family programs and provides early education care services. The company was founded in 1851 and is headquartered in Boston, MA.

Women & Infants Corp., engages in the provision of health care services for women and newborns. The company is headquartered in Providence, RI.

Mansfield Co-Operative Bank operates as commercial bank. It offers deposit products, online and mobile banking, home loans, commercial and small business lending, and wealth management services. The company was founded in 1883 and is headquartered in Mansfield, MA.

Mountain Development Corp. provides real estate services. The firm's services include acquisitions, leasing, construction and management services. The company was founded by L. Robert Lieb in 1979 and is headquartered in Woodland Park, NJ.

Eastfield Mall is a shopping mall that leases retail space to various businesses. The private company is based in Springfield, MA.

Massachusetts Clean Energy Center (Massachusetts Clean Energy Center) is a venture capital firm founded in 2009. The firm is headquartered in Boston, Massachusetts.

The Spirit of Springfield, Inc. operates as a non-profit organization which engages in the production of good quality, large-scale events in Springfield to promote and encourage civic pride. The company was founded in December 1989 and is headquartered in Springfield, MA.

Wediko Children's Services is a non-profit organization which facilitates mental health and educational programs for children. It provides continuum of care, Wediko school, camp Wediko, Wediko community program, Wediko school-based program, and outpatient practice. The company was founded in 1934 and is headquartered in Boston, MA.

The New England Council, Inc. operates as business association firm. It also offers counseling services to academic, health institutions, public and private organizations. The company was founded in 1925 and is headquartered in Boston, MA.

Bristol County Savings Bank (Investment Management) (BCSB-IM) is the investment management division of Bristol County Savings Bank, a full-service financial institution headquartered in Taunton, Massachusetts. Founded in 1846, BCSB-IM assists businesses, individuals and non-profits with the management of their assets.

The Boston Police Athletic League, Inc. operates as a youth athletic league. The private company is based in Boston.

The Public Health Institute of Western MA operates as a public health institute.

Bluestone Bank is a full-service bank with $1.50 billion in assets, offering individual and business banking services, as well as financial planning services through its Bluestone Wealth and Trust division. The bank is located in Raynham, MA and was founded in 1872. The bank has 12 banking offices and 2 loan production offices across southeastern Massachusetts, with branches in Bridgewater, Lakeville, Mansfield, Norton, Pembroke, Plainville, Taunton, and more. Bluestone Bank is a member of the Federal Deposit Insurance Corporation (FDIC) and a member of the Depositors Insurance Fund (DIF). Meg D. McIsaac has been the CEO of the private company since 2023.

Envision Bank operates as a state chartered commercial bank. The company was founded in 1851 and is headquartered in Randolph, MA.