Hanover, MA – February 7, 2024 –Rockland Trust’s Investment Management Group (IMG) is expanding its services with the appointment of Michael J. Cassata as the Business Owner Advisory Strategist. In this newly developed role, Cassata provides business owners with the strategic support and guidance to explore succession planning and organization valuations while implementing strategies to minimize overall company transition risks.
“As a relationship-oriented bank, we are continuously looking for opportunities to support our clients through important transitions and milestones,” said David Smith, Managing Director and EVP, Chief Investment Officer at Rockland Trust. “Bringing Michael on board allows us to provide the intricate guidance business owners need during the complex and delicate decision-making process of transitioning the ownership of their business. Michael’s expertise broadens our comprehensive wealth management services and enables us to further serve local business owners.”
Cassata joins Rockland Trust with over 23 years of experience assisting businesses with Merger and Acquisition (M&A) transactions. Prior to joining Rockland Trust, Mike was a managing director at Consilium Partners and then GT Securities, focusing on M&A transaction advisory services. Cassata has advised over 100 businesses on growth strategies and business models in verticals from software to business services. Early in his career, he founded a healthcare software company that successfully merged with a NASDAQ-listed firm that operates as a business unit of Veradigm Inc. (formally Allscripts) today.
Cassata is a Certified Exit Planning Advisor, a FINRA-registered securities professional holding a Series 63, 79, and 24 regulatory designation, and received his BS in Electrical Engineering from the University of Connecticut. To learn more about Cassata’s role and how he can assist you, please click here.
About INDB and Rockland Trust
Independent Bank Corp. (NASDAQ Global Select Market: INDB) is the holding company for Rockland Trust Company, a full-service commercial bank headquartered in Massachusetts. With retail branches in Eastern Massachusetts and Worcester County as well as commercial banking and investment management offices in Massachusetts and Rhode Island, Rockland Trust offers a wide range of banking, investment, and insurance services to individuals, families, and businesses. The Bank also offers a full suite of mobile, online, and telephone banking services. Rockland Trust was named to The Boston Globe’s “Top Places to Work” 2023 list, an honor earned for the 15th consecutive year. Rockland Trust has a longstanding commitment to equity and inclusion. This commitment is underscored by initiatives such as Diversity and Inclusion leadership training, a colleague Allyship mentoring program, and numerous Employee Resource Groups focused on providing colleague support and education, reinforcing a culture of mutual respect and advancing professional development, and Rockland Trust’s sponsorship of diverse community organizations through charitable giving and employee-based volunteerism. In addition, Rockland Trust is deeply committed to the communities it serves, as reflected in the overall “Outstanding” rating in its most recent Community Reinvestment Act performance evaluation. Rockland Trust is an FDIC member and an Equal Housing Lender.
