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 have included:

Afilias LLC
Alliance Holdings
AmeriServ Financial, Inc.
Arundel Federal
Bankwell Financial
Bar Harbor Bankshares
Bay Bank
Beneficial Bank
Bethpage FCU
Board of Pensions
Boathouse Capital
Brown Brothers Harriman & Co.
Brandywine Global Investment Management
Burke & Herbert Bank & Trust Company
Cape Bank
Chesapeake Utilities
Citizens & Northern Corp.
Connecticut Water
Delaware Bankers Association
Donegal Group
Equity Bank
Federal Home Loan Bank of Pittsburgh
First Commonwealth Bank
First Defiance Corp.
First Federal Savings of Ohio
First Niagara Bank
First United Bank
Firstrust Bank
Fleetwood Bank
Fulton Financial Corp.
GAAM Wealth Advisors
Godiva Chocolatier
Graham Partners
Greenville Federal Bank
Guidewell Financial

Houghton International
Hovde Private Equity Advisors
Janney Montgomery Scott
Kearny Federal Savings Bank
Larsen MacColl Partners
L2 Capital
Met-Pro Corporation
NBT Bancorp
Nobel Learning Communities
Northfield Savings Bank
NutriSystem, Inc.
Ohio Bankers League
Old Point Bank
OTI America, Inc.
Patriot Financial Partners
Peoples Security Bank & Trust
Peoples Bancorp Inc.
PNC Asset Management
Project Management Institute
Provident Bank
Quality Health Strategies
Queenstown Bank
Sandy Spring Bank
Shore Bancshares
Superior Group
Synovos/Storeroom Solutions
Ulster Savings
United Bank
Unity Bank
Univest Bank
Valley Forge Military Academy
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