Partner Profiles

SBANE is thankful for the support of our Business Partners. Please take some time to learn more about the companies listed below by clicking on the individual names.

Thank you for your patience while this section is updated! Please check back soon!

Are you getting the most out of your current benefit programs?  Are you leveraging strategic guidance to look at creative solutions to lower your healthcare costs?  Do you have an understanding of how recent compliance updates and new legislation will impact your business?  Why not take advantage of additional services at no extra cost to you!

Bostonian Group, A Marsh & McLennan Agency, is a leading insurance advisor for innovative solutions that empower businesses and individuals to succeed.  The strength of our solutions are delivered through the quality of our team.  We have over 600 corporate clients and 70 professionals located in Boston.  Our 360° approach means we look at your company holistically, and create a custom plan that aligns with your business strategies, core values and culture.

Through Bostonian Group’s dedicated Small Business Solutions Practice, SBANE members can access a total solution designed specifically for small business through a unique service model that provides a suite of inclusive services:

  • Total Solution:
  • Access to experts in 5 different Practice areas: Employee Benefits, Retirement, Property & Casualty, Human Resources and Executive Benefits to create a one- stop benefits solution
  • Assessment and benchmarking of current plans
  • The development, design and implementation of plan alternatives, contribution strategies and open enrollment assistance
  • Market leverage and purchasing power through our parent company Marsh & McLennan Agency
  • HR Services and support:
  • Real Time Guidance, support and compliance assistance through our HR experts
  • Access to Tools and resources:
  • Bostonian HRonline and HRconnection – resource portals for your HR staff and employees
  • Dedicated consultant for developing wellness initiatives

Bostonian Group, A Marsh & McLennan Agency, has served as an SBANE partner for over 8 years!  What we value most in our relationship with SBANE is the ability to make positive connections, network among peers and get involved!  Through the many strong relationships we have built within the SBANE community, we have been able to help many organizations succeed by offering cost effective, quality benefit programs to their employees.

To find out more about Bostonian Group, A Marsh & McLennan Agency, visit our website atwww.bostoniangroup.com

About Cambridge Trust Company

Cambridge Bancorp and its subsidiary, Cambridge Trust Company, are based in Cambridge, Massachusetts, in the heart of Harvard Square. Cambridge Trust is a full service commercial bank with 12 branch locations in eastern Massachusetts and one of New England’s leaders in wealth management with $1.8 billion in client assets under management. The Bank’s Innovation Lending Group is based in the Cambridge Innovation Center and provides a full range of products and services for early stage, growth, and mature companies and entrepreneurs in the innovation sector. In addition, Cambridge Trust Company of New Hampshire offers wealth management services at two New Hampshire locations, Concord and Portsmouth.

Citi® Commercial Bank is part of Citi, a leading global financial services company, which has approximately 200 million customer accounts and does business in over 160 countries and jurisdictions.

Citi Commercial Bank provides global banking solutions for medium-sized businesses at every stage of their growth through a talented team of relationship managers, product specialists, and client service professionals.

Citi Commercial Bank has local operations in the U.S and over 30 countries with local and regional expertise contributed by in-country commercial bankers.

Thank you for your patience while this section is updated! Please check back soon!

An Instinct for Growth

Growth means something different to every organization. Increasing sales. Improving internal processes. Leveraging new technologies. Going global. Financing and M &A.  At Grant Thornton we understand that it’s a balancing act: You need both reason and instinct to unlock your potential for growth.

Grant Thornton LLP is the U.S. member firm of Grant Thornton International Ltd, one of the six global accounting, tax and advisory organizations. Through member firms in more than 100 countries, including 50 offices in the United States, the partners and employees of Grant Thornton International Ltd member firms provide personalized attention and the highest quality service to public and private clients around the globe.  With strong business and financial acumen, Grant Thornton helps clients solve problems, manage risk and seize opportunities to reach their growth objectives.

Grant Thornton’s New England offices have provided professional services to the New England market for over 40 years.  Serving our clients throughout our five New England offices, we offer services including:

  • Audit and advisory
  • Tax compliance and consulting
  • Private wealth management for business owners
  • International
  • Corporate finance
  • Technology advisory
  • Compensation and benefits services
  • Valuation
  • Forensic accounting
  • Internal audit
  • Recovery and reorganization
  • Merger and acquisitions
  • Financial performance improvement

Grant Thornton has partnered with SBANE for several years, and the relationship continues to grow stronger.  SBANE provides the opportunity to network, get involved and make meaningful connections with others.  Grant Thornton has been able to serve many businesses in New England through profitable connections cultivated through SBANE events.

To find out more about Grant Thornton, visit our website at www.grantthornton.com or contact our Managing Partner Scott Levy at scott.levy@us.gt.com 617-848-4870.

Thank you for your patience while this section is updated! Please check back soon!

 

Business Partner. Trusted Advisor.

LeClairRyan is a full-service law firm providing corporate counsel and legal representation to a variety of clients throughout the nation. In every matter we handle, we strive to become our client’s business partner and trusted advisor. In this role, we apply our knowledge, insight and skill to help clients achieve their business objectives while managing and minimizing their legal risks, difficulties and expenses.

LeClairRyan’s Boston, Mass., office is the third largest of our 21 offices nationwide, offering clients the talents of attorneys in a variety of areas of law, including:

  • Corporate law
  • Labor and employment
  • Commercial contracts
  • Insurance
  • Venture capital
  • Bank finance and lending
  • Financial services
  • Professional liability defense
  • Products liability defense
  • Business litigation

Local Insight. Global Reach.

LeClairRyan has a strong presence in the northeastern and mid-Atlantic regions and has two offices on the West Coast, and through the legal networks in which we participate, we can provide representation in all 50 states and foreign jurisdictions. By proactively positioning ourselves in this manner, we are able to offer clients the benefit of local insight with global reach.

With the notable depth our Boston attorneys offer clients, this office is a reliable source of skilled counsel to our national client base. In addition, LeClairRyan’s office footprint and nation-wide reach are equally beneficial to our Massachusetts-based clients. When legal issues outside the practice areas handled by our Boston attorneys arise, they have a full-service bench of attorneys behind them to call on for assistance. LeClairRyan offers clients nationwide the talents of approximately 350 attorneys in more than 80 practices.

Bill Norman, a shareholder in our Boston office, is an active SBANE member and has enjoyed a successful corporate law practice for more than 30 years. Bill’s practice includes a three-pronged approach to the business life cycle: start-up and emerging companies; middle market companies; and exit planning and execution. Bill also authors LeClairRyan’s M&A Law blog. Please contact Bill at 617.502.5723 or william.norman@leclairryan.com to learn more about LeClairRyan’s involvement with SBANE.

To learn more about LeClairRyan’s Boston office, please contact Kevin Kenneally, office leader, at 617.502.8220 or kevin.kenneally@leclairryan.com. Please visit www.leclairryan.com to learn more about LeClairRyan.

Experience the power of being understood.

A one-size-fits all approach is not the way to solve today’s complex business challenges. At McGladrey, our solutions are rooted in a deep understanding of you, your business and your industry.  As the fifth largest U.S. provider of accounting, tax and consulting services and a member of RSM International, the sixth largest network of independent accounting, tax and consulting firms worldwide, McGladrey has the global capabilities with the local touch needed to address the critical business challenges and opportunities facing New England’s leading companies.

McGladrey has been providing professional services to the New England market for over 40 years  offering a full array of assurance, tax and consulting services to address the range of complex business, technology and industry challenges our clients face both today and tomorrow. Our customized service offerings include:

  • Assurance
  • Tax
  • Risk Advisory
  • Technology
  • Financial Advisory
  • International Business

McGladrey’s long-standing partnership with SBANE provides New England’s small businesses with access to nearly 6,500 professionals and associates in more than 70 offices nationwide in order to assist with their most complex accounting, reporting, tax and risk containment issues. Our professionals strive to provide insight into critical areas of their operations to achieve the highest level of performance.

Path: p

Experience the power of being understood. Contact Chris MacKenzie, Office Managing Partner – Boston at christopher.mackenzie@mcgladrey.com or 617.912.9000.

 

Colonial Life is a leader in voluntary benefits and benefit communications and a proud partner with SBANE. New England Enrollment Strategies (NEES) is the local general agency for Colonial Life and one the number one voluntary benefits, benefits communication and enrollment form in New England.

NEES and Colonial Life:

  • Help employers control benefit expenses by providing voluntary benefits to help employees pay for what their core benefits do not cover.
  • Provide comprehensive benefits education to help employees understand and appreciate the benefits available to them at work.
  • Provide enrollment and administrative support that can take the burden off of an employer.

NEES supports over 1,000 commercial clients ranging from 5 to 25,000 employees through the broker community and public sector. NEES brings a myriad of “value-added” products and services to the marketplace with a dedicated team of over 50 agents throughout the entire northeast.

 

Thank you for your patience while this section is updated! Please check back soon!


Founded in 1907 by Supreme Court Justice Louis Brandeis, SBLI has protected hundreds of thousands of families and business owners with affordable, dependable life insurance. Known for a convenient and hassle-free approach, SBLI specializes in providing coverage that fits specific needs and budgets. SBLI has consistently earned an A+ (Superior) rating from A.M. Best for financial strength. Visit SBLI.com to learn more.

Thank you for your patience while this section is updated! Please check back soon!

Thank you for your patience while this section is updated! Please check back soon!

 

 

SBANE Partner Profile