Integrity as Deep as our Client Base.

With the majority of our business coming from repeat clients and referrals, we stand by our work, and our clients stand by us.


Our esteemed clients include:
Alliance Holdings
AmeriServ Financial, Inc.
Arundel Federal
Bar Harbor Bankshares
Beneficial Bank
Bethpage FCU
Brown Brothers Harriman & Co.
Brandywine Global Investment Management
Burke & Herbert Bank & Trust Company
Cape Bank
Chesapeake Utilities
Federal Home Loan Bank of Pittsburgh
First Federal Savings of Ohio
First Niagara Bank
First United Bank
Firstrust Bank
Fulton Financial Corp.
GAAM Wealth Advisors
Godiva Chocolatier
Graham Partners
Greenville Federal Bank
Houghton International
Kearny Federal Savings Bank
Met-Pro Corporation
NBT Bancorp
Nobel Learning Communities
Northfield Savings Bank
NutriSystem, Inc.
Patriot Financial Partners
Peoples Security Bank & Trust
Peoples Bancorp Inc.
PNC Asset Management
Ohio Bankers League
OTI America, Inc.
United/Rockville Bank
Sandy Spring Bank
Shore Bancshares
Univest Bank
Virginia Commerce Bank
Windham Professionals

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“We selected Kaplan Partners based on their superior expertise in financial functions and market knowledge—and they delivered. Their team was great to work with during the closing and on-boarding phases, and having the right CFO in place made a big difference in the trajectory of our portfolio company.”

Scott Glickman

Former Senior Operating Partner, Graham Partners