Full-Service Marketing Agency, Pop-Dot Expands Into New Spark Building

Madison-based marketing firm, Pop-Dot, has expanded its operations and is now serving clients out of a new downtown office in the recently developed SPARK building—a move from their previous location at the Hovde Building just off the Capitol square. Designed for maximum collaboration, Pop-Dot’s new 5,000 ft² facility is as inviting as it is inspiring. From the open-concept ‘creative suite’ and spacious conference rooms to the bright orange markerboards that line the walls, the new space certainly lives up to the agency’s reputation as a creative and collaborative powerhouse.

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True North Consultants, Inc. Acquires Seymour Environmental Services, Inc.

FOR IMMEDIATE RELEASE ON: July 13, 2021

Contact: Chris Valcheff

Phone: (608) 577-8315

Email: cvalcheff@consulttruenorth.com

TRUE NORTH CONSULTANTS, INC. ACQUIRES SEYMOUR ENVIRONMENTAL SERVICES, INC.
Proudly carrying on a legacy.

[MADISON, WI, July 8, 2021]- The Wisconsin branch of True North Consultants, Inc. has acquired Seymour Environmental Services, Inc. after the passing of Robyn Seymour, founder, and President, in 2020. Seymour Environmental was founded in 1996 and based in south-central Wisconsin. It was unique for the industry operating as one of the few woman-owned businesses in the field. As a full-service environmental firm, they specialized in site-specific approaches to environmental issues and worked with clients across Wisconsin, Illinois, and Iowa.

“We are honored to serve Seymour’s clients and ensure Robyn’s legacy will continue.” Chris Valcheff Principal Consultant and Director of the Wisconsin branch. “In addition, we are excited to announce that we have hired Mark Fryman, who had worked side by side with Robyn for over 20 years. He brings a wealth of industry experience and will continue to provide seamless customer service to all of our clients.”

True North Consultants, Inc is a collection of talented science and engineering professionals dedicated to mitigating our clients’ environmental risks every day. Our mission is to show up and serve our client’s exact needs, always do the right thing, and guide our clients to their True North success. Founded in Naperville, Il, in 2008, the company has expanded to three locations, including Madison, WI, and Herndon, VA, and now totals over thirty employees.

TRUST. EXPERIENCE. SUPERIOR PERFORMANCE. That’s what you can expect when you work with True North Consultants. www.consulttruenorth.com

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Kraus-Anderson opens Milwaukee office to meet construction growth in SE Wisconsin

Mike Timmers named director of operations

MILWAUKEE, Wis. (July 2021) – Kraus-Anderson Construction, one of the nation’s premier general contractors and construction managers, is expanding its footprint, opening a new office in Milwaukee.  The company has named Mike Timmers as director of operations.  A location for the Milwaukee office has not yet been secured.

Kraus-Anderson’s (KA) long history of construction projects in East-Southeast Wisconsin and the Milwaukee- Chicago region dates back to the 1950s and 60s when it built Bayshore Shopping Center in Milwaukee; grocery stores for Red Owl (with multiple Wisconsin and Chicago area locations), and facilities for companies from Wisconsin Foods (Sturgeon Bay) to Bankers Mutual Life (Freeport, Ill). 

In recent years, KA has delivered an array of notable projects for a range of commercial and government sector markets in the region. Projects include renovation of the FBI Field Office, Milwaukee; a tenant buildout for Strang Architects in Madison, which is Wisconsin’s first WELL-Certified project; and Monarch Health in Madison, an addiction recovery clinic offering a model for opioid addiction treatment that is a first of its kind. KA has also performed multiple projects for repeat clients, including Room and Board, Pick ‘n Save, Scheels, Cabela’s, Fidelity Investments, Verizon, Lowes, Wilde Automotive, Home Run Auto Group and Lupient Automotive Group. Current projects in the area include an adaptive reuse project for Winston-Knolls Schools, a school serving students with autism in Elgin, Ill.

“We’re aiming to strengthen our southeast Wisconsin presence,” said Tom Roepke, Kraus-Anderson’s Wisconsin area director. “With the addition of a Milwaukee office, we see opportunity for huge growth in the southeast Wisconsin region. KA’s expertise in healthcare, schools, commercial markets, and our unique strengths in preconstruction and facilities assessment, are all well aligned to offer strong value to clients across multiple market sectors.”

Mike Timmers

A 21-year industry veteran, Timmers has overseen a spectrum of area commercial markets and scopes ranging from modest to multi-million-dollar projects. He most recently served as director of operations at Milwaukee-based Greenfire Management Services and was a project manager for Briohn Building Corp. and Miron Construction.  He received his B.S. in Construction Engineering and Management from the University of Wisconsin – Madison.

“Mike brings to Kraus-Anderson extensive project management experience, leadership expertise and depth of knowledge of the regional market,” said Roepke.  “We are excited to have him lead our Milwaukee team.”

About Kraus-Anderson

Established in 1897, Kraus-Anderson® Construction Company (www.krausanderson.com) is one of the nation’s premier commercial general contractors and construction managers. Kraus-Anderson, an Equal Opportunity & Affirmative Action employer, is headquartered in Minneapolis, Minn. and has regional offices in Madison and Milwaukee, Wis., Bismarck, N.D., and Duluth, Bemidji and Rochester Minn.

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Savant Wealth Management to Acquire Michigan-Based AMDG Financial and AMDG Business Advisory Services

Transaction Marks Savant’s Entry into the Michigan Market;
Furthers Commitment to a Culture of Excellence

• Brings additional support to its tax and consulting affiliate, Savant Tax & Consulting
• Furthers its position as one of the nation’s best-in-class firms for clients, team members and owners
• Challenges the traditional mergers and acquisitions (M&A) approach in the registered investment adviser (RIA) industry to help make Savant – and the industry – better for clients

Savant Wealth Management, a nationally recognized, fee-only wealth management firm headquartered in Rockford, Illinois, with a location also in Madison, announced it has entered into an agreement to acquire AMDG Financial (FAS), a fee-only RIA serving nearly 300 clients, and AMDG Business Advisory Services (BAS), a tax and accounting firm. Both businesses are located in Plymouth, Michigan. The acquisition will expand Savant’s national footprint and mark the firm’s formal entry into the Michigan market. In addition, the deal challenges the conventional M&A approach by demonstrating Savant’s commitment to building a culture of excellence and growth, as well as its desire to partner with firms interested in growing, addressing succession planning needs, and enhancing the value proposition they offer to clients, team members, and the communities they serve.

In 2019, Savant announced a proactive and innovative approach to RIA acquisitions, assembling a team of seasoned M&A leaders to assist with its acquisition strategy and goal of improving a million lives in 25 years. This innovative M&A approach, combined with a unique capital structure, has enabled Savant to sustain a competitive advantage in securing lasting partnerships with firms seeking an alternative to RIA aggregators and short-term “roll-up” firms backed by private equity.

“Unlike traditional M&A approaches, Savant seeks partnerships that blend culture, talent, and expertise to make us – and the RIA industry – better,” said Brent Brodeski, CEO of Savant. “AMDG Financial is a prospering independent RIA with a focus on integrating tax, financial and investment strategies with AMDG Business Advisory Services. The firm’s founding partner, Wayne Titus, CPA/PFS, AIFA®, shared with us AMDG’s vision to provide additional resources to clients and growth opportunities to employees. We were impressed by AMDG’s talented team and commitment to clients and knew a partnership could benefit all of our clients, Savant and AMDG.”

“In talking with Brent and others at Savant, we realized we share common core values and cultures, as well as investment and client service philosophies,” said Titus. “Joining Savant also appeals to our vision of being impactful to our community by expanding our reach as well as the types of services we can provide to our clients, such as in-house estate planning and trust services.”

With assets under management of nearly $250 million, AMDG Financial has served the greater Detroit area along with AMDG Business Advisory Services since 2002. The firms’ employees join Savant’s team of more than 200 employees, with AMDG’s five equity partners joining as owners. Savant serves more than 6,500 clients and manages $10.5 billion in assets.

“Savant’s M&A philosophy is different from the transactional deals you typically see throughout the RIA industry,” said Kevin Hrdlicka, chief operating officer and the M&A integration process lead at Savant. “This is intentional as we seek partners with new perspectives and areas of expertise that complement our work. We don’t want to be known as the biggest RIA. We want to be known as the best RIA in the nation.”

For more information about Savant Wealth Management, visit savantwealth.com.

About Savant Wealth Management

Savant Wealth Management, formerly known as Savant Capital Management, is a leading independent, fee-only firm serving clients for 30 years with more than $10.5 billion in assets under management and assets under advisement. Savant Wealth Management offers investment management, financial planning, retirement planning, and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

Savant is headquartered in Rockford, IL, with locations in Bloomington, Chicago, Downers Grove, Freeport, Hoffman Estates, Lincolnshire, Naperville, Peoria, St. Charles, Sterling, and Wilmette, IL; Phoenix, AZ; Santa Fe, NM; Madison and Park Falls, WI; and McLean, VA.

Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Please see Important Disclosures at savantwealth.com.

About AMDG FAS-BAS Holdings

AMDG FAS-BAS Holdings owns AMDG Financial, a fee-only fiduciary RIA, and AMDG Business Advisory Services PLC, a tax and accounting firm providing tax preparation, payroll and bookkeeping services. AMDG Financial manages approximately $250 million in assets for clients, and was one of the first 10 firms globally to be certified by the Centre for Fiduciary Excellence[1] (www.cefex.org/advisor) as following global best practices for investment advisor fiduciaries. The companies’ credo is, “From financial wisdom, better stewardship.”

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[1] CEFEX certification should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if our firm is engaged to provide investment advisory services nor should it be construed as a current or past endorsement of the firm by any of its clients.

Naviant, Inc. Acquires Business Process Automation Provider in Syracuse, NY

Media contact:
Jenifer Hein | +1 888.686.4624 | JHein@Naviant.com

Naviant, Inc. Acquires Business Process Automation Provider in Syracuse, NY

SYRACUSE, N.Y.; VERONA, Wis.; MIDDLEBURG HEIGHTS, Ohio; OREM, Utah — June 1, 2021 — Naviant, Inc., a leading provider of intelligent automation solutions by Hyland, Kryon Systems, and ABBYY, announced today that it signed an agreement to acquire Continuum Systems’ OnBase division. Continuum Systems is a business process automation provider based in Syracuse, New York, and a licensed reseller of OnBase by Hyland.

As a top Hyland partner, Naviant has been named an OnBase Platinum and Diamond Support partner consistently year after year with a thriving and happy client base. “We are committed to providing the same outstanding support and delivery of services our clients have grown to expect, and we look forward to personally welcoming Continuum Systems clients and staff into the Naviant community,” said Michael Carr, President & CEO, at Naviant.

“Hyland is in full support of this acquisition, and we see Naviant as an exemplary model of a partner that provides excellent delivery and support to their clients. Recently, Naviant was honored by Hyland as the Top Customer Growth Partner of the Year and  #1 Partner in Marketing Excellence,” said Eric Miller, Assistant Vice President of Channel Sales at Hyland.

David Lyons, Owner & CEO of Continuum Systems, said, “Our core values of integrity and client success have helped our OnBase clients grow and succeed through their digital transformation journeys. I am happy to say that as a leading partner in the industry, Naviant shares these same values and brings expanded capabilities in intelligent capture and robotic process automation (RPA) technology.”

Michael Carr added, “We are very excited to expand our footprint east and combine Continuum Systems powerful customer base and talent with Naviant’s strong commitment to excellent support and delivery for our clients.”

About Naviant
Business processes and solutions that empower better and faster decisions are what we do best. As a nationally recognized intelligent automation solutions integrator and business process consulting organization with over 30 years of experience headquartered in Verona WI, our clients do more with less by streamlining processes and gaining visibility into the information they need to make better decisions. As a long-standing key partner of Hyland, Naviant helps organizations operate more efficiently using Hyland’s OnBase enterprise information platform, Brainware intelligent capture platform, the Hyland Cloud, and Hyland RPA, as well as the ABBYY intelligent capture and Kryon RPA platforms. Naviant’s “process-first” approach brings focus to the importance of process improvement prior to implementing best-in-class enterprise content management (ECM) solutions and technology. Naviant is a top-tier partner for Hyland’s OnBase, an enterprise information platform for managing content, processes, and cases, that combines ECM, case management, business process management (BPM), records management, compliance, and capture functionality on a single platform. In addition, Naviant also partners with Kryon Systems for Robotic Process Automation (RPA) technology to enable organizations to drive business agility and efficiency by offloading repetitive high-volume work to a digital workforce (aka software robots). To learn more about Naviant, visit Naviant.com. Process focus. Excellence.