- Great Circle Properties, Inc. – regional owner and manager of multifamily properties (CFO and Controller 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)
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