Dallas, TX & Phoenix, AZ – July 8, 2022 – ALM First and DDJ Myers have officially joined forces. The well-known leadership development firm is now DDJ Myers: An ALM First Company. The two firms will continue to operate largely independently and retain their own headquarters locations, ALM First in Dallas and DDJ Myers in Phoenix. Clients can expect the same high-end service from the team members they know and trust, while enjoying expanded educational opportunities and solutions to help optimize both people and financial performance.
“ALM First was founded in 1995 to serve our clients by putting their best interests’ first,” says Emily Hollis, CFA, CEO of ALM First. “Over the years, we’ve continued to expand based on what our clients need. By bringing DDJ Myers under the ALM First umbrella, our clients will directly benefit from executive search, leadership development and strategic planning best practices that complement our focus on financial performance.”
“Our philosophy of advancing leadership success aligns perfectly with ALM First’s guiding principles and purpose-driven strategy to serve clients,” says Deedee Myers, PhD, MSC, PCC, CHIC, Founder & CEO of DDJ Myers. “ALM First’s team of experts complements what we do and can create a powerful difference for our clients through unbiased advice and proven strategies to enhance financial performance.”
About ALM First
ALM First is a strategic partner for depositories, offering an array of financial advisory services. Since 1995, our expertise in asset/liability management, fixed income portfolio management and hedging, has allowed us to deliver deeper insights into financial institutions’ balance sheets, strengthening their financial performance and building efficiencies. With more than $67 billion of investments under management (as of December 31, 2021), ALM First Financial Advisors is an SEC-registered investment advisor, acting as an unbiased third party, offering commission-free, fee-based services to over 300 financial institutions across the country.
About Platform Partners LLC
Founded in 2006, Platform Partners LLC is a private company based in Houston that makes investments in lower middle-market companies with the intent of growing these businesses into industry leaders through a combination of organic and acquisition growth. Platform invests through a perpetual holding company structure allowing for a long-term, patient approach to partnering with entrepreneurs to build companies. The company manages total assets of approximately $800 million. For more information, please visit www.platformllc.com.