- Great Circle Properties, Inc.—regional owner and manager of multifamily properties (CFO and Controller Services)
- Gulfshore Capital—manager of investments across several asset classes including opportunistic real estate situations (Controller Services)
- Penick Village—distinctive Continuing Care Retirement Community in North Carolina (CFO Services)
- AmeriTrust Mortgage, Inc.—nationally recognized residential mortgage services company (CFO Services)
- Ceres Properties, LLC—regional developer of specialty retail and restaurant concepts (Transaction Advisory Services)
- Greenleaf Development, LLC—utility scale solar energy property development and generation provider (Transactional Advisory Services)
- Isha Homes, LLC—regional provider of real-estate development, home-building, project and asset management, and marketing services (CFO Services)
- Wintergreen Hospitality, Inc.—regional hotel development and management company (CFO Services)
- RealServ, LLC.—integrated document and transaction management software for real estate agents (CFO Services)
- The Navigator Group, LLC—provider of site-selection services, commercial real estate brokerage services, and principal investment activities (Controller Services)
- Reynolds Companies, Inc.—Raleigh-based regional mixed use property developer and manager (Controller Services, Valuation Services, Transaction Advisory Services)
- RCG Southeast, LLC.—regional multi-family housing developer and marketer (Controller Services)
- Sea Star Group, Inc.—publicly-traded international property developer (CFO Services, Controller Services)
- Patrick Joseph, Inc.—high-end custom home building services company (Controller Services)