2021 Maine Family Business Awards Program Book

2021

Maine Family Business Awards WE D N E S DAY, OC TO B E R 6, 2021 H O LI DAY I N N BY TH E BAY, P O RTL A N D

THANK YOU TO OUR FOUNDING & ELITE SPONSORS FOUNDING SPONSORS We are grateful and continually blessed by these stellar businesses who contribute their time, energy, professional expertise and resources to the enhancement of family enterprises year-after-year. The Institute’s Founding Sponsors have made a long-term commitment to support the work of the Institute. They have helped to shape the Institute for over 27 years and we are fortunate for their ongoing support and guidance as we forge ahead!

ELITE PARTNERS Elite Partners commit to the Institute through a sponsorship of an affinity group or program series. Exclusivity is guaranteed at the top level. Elite Partners are instrumental in the overall success of programming due to their commitment of resources and professional expertise. Elite Partners make an annual commitment to the Institute.

We are grateful for the support of our Elite Partners!

Fun & Function including our Wine & 9 Series and Golf Scramble Tuesday Talks Women’s Leadership Forums

Next Generation Affinity Groups Leaders in Transition Family Business Spotlights: Business After Hours Series

Sponsored by:

Sponsored by:

Board of Directors Lindsay Skilling, Chair Gifford’s Ice Cream Dottie Chalmers Cutter, Vice Chair Chalmers Insurance Group David R. Ciullo, Past Chair Career Management Associates (CMA) Jacques Santucci, Treasurer Opus Consulting Joe Capozza III, Secretary Capozza Floor Covering Center Catherine Wygant Fossett, Exec. Director Institute for Family-Owned Business Reuben Bell Blue Elephant Events and Catering Patricia Camelio People’s United Bank Joshua Ellis Clark Insurance Founding Sponsor Shae-Li Fendler MEMIC Founding Sponsor Christopher Lynch Legacy Properties Sotheby’s International Realty Paula Mahony Words@Work, Inc. Jean Ginn Marvin Nonantum Resort Jeffrey Messer Messer Truck Equipment Shauna Miller TD Bank Founding Sponsor Christopher R. Smith Verrill Founding Sponsor Steven Tenney Great Diamond Partners Founding Sponsor Linda Varrell Broadreach Public Relations Deirdre Wadsworth Hardypond Construction Seth Webber BerryDunn Founding Sponsor Advisory Board John Beauregard Beauregard Equipment Theresa Cloutier DMM, Inc. Janet Cole Cross Cole Cross Connections, LLC Maddy Corson AMG Associates Maureen Costello Wedge Quad Group Harry Fraser The Fraser Consulting Group Thomas Hussey Hussey Seating Company John Isaacson Lee Auto Malls John LeMieux Anton/LeMieux Financial Group Colleen L. McCracken CLMC Business Advisors Francis J. O’Shea Hunts Point Advisors

WELCOME TO THE 21ST ANNUAL MAINE FAMILY BUSINESS AWARDS! We are pleased to come together tonight to honor an impressive and diverse group of large and small companies representing the best in Maine family business. This year, we received 166 nominations from across the state, of which 40 were selected as semi-finalists and 24 as finalists. As always, we are grateful to our talented team of judges who did the hard work of narrowing this amazing field to the seven winners we celebrate tonight.

We also honor our second BerryDunn Lifetime Achievement Award winner, Harry Fraser for his many contributions to family business in Maine. Harry, President of the H.G. Fraser Group, LLC, serves on the IFOB Advisory Board and was instrumental in the transition of the IFOB from a program at the University of Southern Maine to an independent non-profit organization. Read more about Harry on page 6 and join us in celebrating his many accomplishments. We first presented this award in 2019 to Maddy Corson.

For the first time, we will honor a Maine business and IFOB member with the National Service Award. Guilford-based Puritan Medical Products garnered national attention in 2020 as they became the preeminent manufacturer of the swabs used in COVID-19 testing. The company increased its production capabilities at lightning speed, building two additional manufacturing facilities and quickly onboarding hundreds of new employees to meet the demand. Learn more about Puritan and their amazing efforts on pages 8-9.

Our theme for 2021, “Growing with the Times,” was reflected both in the content and the format of programs developed for our membership. Like all your businesses, IFOB had to quickly pivot to face the realities and challenges posed by COVID-19. In 2020, we offered more than 25 free memberships to help family-owned businesses weather the pandemic.

While we have been offering Zoom programs since 2014, in addition to our in-person offerings, this became our primary platform. In 2021, we offered more than 60 programs, mostly online, including three new virtual offerings: Legal Lunches, Chit Chat with Cat and Tuesday Talks. We also added a new Next Gen group, Executive Blend, to our mix that includes CEO Central, Women’s Leadership Forum and Leaders in Transition. Our “Women in Family Business” program has been rebranded as “Fun & Function,” inviting men to join in the fun we’ve been having. We continued our internship program and added a part-time position of Marketing & Sales Coordinator to our team.

We continue to grow and to be inspired by all our family businesses and the associate partners who support them in these challenging times. We couldn’t do this without the continued love and support of all in our IFOB family! As always, we offer special thanks to our founders, our generous Founding Sponsors, Elite Partners, Program and Maine Family Business Awards sponsors and members who make our work possible. We are grateful to all of you for joining us to celebrate the accomplishments of these exceptional companies.

Thank you!

P.O. Box 3364 Portland, ME 04104-3364 fambusiness.org 207.798.2667

THANK YOU TO OUR 2021 MAINE FAMILY BUSINESS AWARD SPONSORS

Skowhegan S AV I N G S

Member FDIC

M A I N E ’ S

B U S I N E S S

N E W S

S O U R C E

Institute for Family-Owned Business presents 2021 MAINE FAMILY BUSINESS AWARDS

HERE’S WHAT’S AHEAD THIS EVENING! Lindsay Skilling, IFOB Chair CEO, Gifford’s Ice Cream

Dottie Chalmers Cutter, IFOB Vice Chair VP of Operations, Chalmers Insurance Group

Catherine Wygant Fossett, Executive Director Institute for Family-Owned Business

Host Erin Ovalle, Founder, Maine Life Media

Guest Speaker Fred Forsley, Founder, Shipyard Brewing Company

Online Emcee Paula Mahony, IFOB Board Member Founder, Words@Work

OUR HOST Erin Ovalle Maine Life Media Erin is founder of Maine Life Media, which takes viewers to Maine’s most interesting places, to meet fascinating locals and explore hidden gems. She has created and produced several lifestyle programs seen on NESN and NEWS CENTER Maine, including MaineLife, This is Maine, Dock and Dine, Cheers from Maine and Places and Spaces.

Erin began her entrepreneurial journey after a decade as a news broadcaster, covering communities in Illinois, Michigan, Florida and Maine. She saw and seized an opportunity to create a positive outlet during a time of turmoil in the traditional media. She seeks to uncover and promote the hardworking people and special places in the state she is now proud to call home.

3

P ROGR A M SPO NSO R S We are delighted to offer over 60 programs this year for our members and future members. These programs would not be made possible without the support of our Founding Sponsors, Elite Partners, and our individual program and event sponsors. We would like to recognize the following sponsors for their contributions to our programs.

M A I N E ’ S

B U S I N E S S

N E W S

S O U R C E

Steininger & Associates LLC

Francis Eberle

Institute for Family-Owned Business presents 2021 MAINE FAMILY BUSINESS AWARDS

5

GUEST SPEAKER

OUR GUEST SPEAKER FOR TONIGHT IS:

FRED FORSLEY

Owner and Founder Shipyard Brewing Company

Fred Forsley, Owner and Founder of Shipyard Brewing Company

Fred Forsley is a Gray, Maine native, born the fourth of five children to Dr. Eli and Agnes Forsley. The Forsleys operated a boarding home for disabled veterans, and each and every member of the Forsley family pitched in to help with dayto-day operations. Fred believes that his entrepreneurial spirit is so engrained because of his parents’ commitment to their family business in Gray Park. The values that Fred learned from hard work, compassion and family support of this business helped shape him as the businessman he is today. “It wasn’t necessarily the biggest money-maker, but the feeling of community and hard work was very fulfilling.”

Fred is the founder and owner of Shipyard Brewing Company, the largest brewery in Maine and a national leader in the craft brew industry. Shipyard grew out of the Kennebunkport Brewing Company and Federal Jack’s Restaurant and Brew Pub which he began in 1992 to turn around a troubled retail development in Kennebunk, Maine. These two businesses became the centerpiece of the property and continue to prosper today under Fred’s guidance.

Fred also owns and manages the Shipyard Brew Pub in Eliot, Maine, ten Sea Dog Brewing Company Brewpub concepts

in Maine, New Hampshire, and Florida, two Shipyard Brew Haus locations at Sunday River and Sugarloaf, and The Inn on Peaks Island.

Fred is a graduate of Cheverus High School and the Whittemore School of Business, University of New Hampshire with a degree in Business Administration. In 2009, he was honored with a President’s Recognition Award by the Maine State Chamber of Commerce. In 2015, he received Sugarloaf’s Summiteer Award for his continuous commitment to giving back to the cancer community in Maine.

In 2015, Mercy Hospital created and bestowed on Fred the “Forsley Award”, which he was initially hesitant to accept.

He ultimately agreed to accept it as a tribute to the individuals in his life who encouraged him to support and give back to his community. It is now given to honor corporate citizenship, to celebrate those in the community who are committed to making a difference. Fred’s legacy is just that: business leadership that fosters a sense of community, compassion and charity.

BERRYDUNN LIFETIME ACHIEVEMENT AWARD

HARRY FRASER

In 2019, in honor of the 20th annual Maine Family Business Awards, the Institute for Family-Owned Business (IFOB) Board awarded Maddy Corson the inaugural BerryDunn Lifetime Achievement Award.

Tonight, we honor another longtime IFOB advocate and friend, Harry Fraser. Harry serves on the IFOB Advisory Board and was instrumental in the transition of the IFOB from a part of the University of Southern Maine to a separate non-profit 501(c)(3). Harry, along with many others, made enormous contributions of labor and love, overseeing the growth and development of the Institute.

Harry is President of The H.G. Fraser Group, LLC, a management consulting firm specializing in helping businesses move to the next level. Harry has held numerous other leadership positions at prestigious Maine companies, including CEO of Alcom, LLC, a premier trailer manufacturer headquartered in Winslow; CEO of Johnny’s Selected Seeds, a 100% employee-owned company headquartered in Maine; CEO of Thos. Moser Cabinetmakers of Auburn; and manufacturing plant manager of an $800M business segment of Digital Equipment Corporation in Augusta.

Harry holds a Bachelor of Science Degree in Accounting from Husson University, a Master of Business Administration from the University of Southern Maine and is a Certified Business Valuation Analyst. He has a passion for family-owned businesses and is a student of ESOPs. He sits on the Board of Directors for a number of employee-owned and familyowned businesses and is past chair of IFOB.

Congratulations, Harry Fraser, winner of the 2021 BerryDunn Lifetime Achievement Award.

Congratulations to all the 2021 finalists & winners!!

Partners Anne Hussey Maureen Costello Wedge www.quadgrp.com

207.251.6556

Strategies and Solutions for Family Businesses

Institute for Family-Owned Business presents 2021 MAINE FAMILY BUSINESS AWARDS

7

We extend our thanks to our talented panel of judges who have taken on the tough job of selecting the 2021 Maine Family Business Award winners from an impressive list of finalists. Our judges, led by our returning facilitator, searched carefully through each entry to find the special gems that helped the winners rise to the top.

JUDGING FACILITATOR Anne Hussey – Partner, Quad Group and Board member Hussey Seating Company – 2003 Large Business Award winner and co-founder of the Maine Family Business Awards Anne Hussey, a sixth-generation owner of Hussey Seating Company, presently serves on the company’s Board and is past chair of the Family Council. Her work experience includes sales and marketing at Hussey Seating as well as 17 years in leadership roles at a Fortune 500 company. As a partner of Quad Group, Anne consults with family businesses to help them achieve optimal success. Anne is a graduate of Colby College (BA) and UNH (Executive MBA), and is a past board member of the IFOB, past co-chair of the MFBA committee, and worked with the IFOB board on a past rebranding initiative.

JUDGES Returning Judges—Reuben Bell, President, Blue Elephant Events and Catering – 2016 Chalmers Insurance Group Customer Service Award Winner, IFOB Board member Co-Founder of Blue Elephant Events and Catering and co-owner and editor of Real Maine Weddings magazine, Reuben began his career in event management in the museum and publishing worlds in Philadelphia before returning to Maine to open Blue Elephant in 2007. Reuben is a past chair of the Biddeford-Saco Chamber of Commerce, the Marketing Director of the Maine chapter of NACE, and a board member of Victoria Mansion.

Chris Wasileski, Director of Development, Sea Coast Management Company – 2017 HUB Environmental Leadership Award Winner – Cumberland Crossing by OceanView Environmental Leadership sponsor Chris has been working with his father at Sea Coast Management Company for 17 years. Sea Coast Management develops, owns and operates OceanView at Falmouth and Highland Green in Topsham. Chris’s latest project in partnership with his father, John Wasileski, is called “Cumberland Crossing by OceanView” – an ecologically sustainable satellite community five miles from OceanView’s main campus in Falmouth offering standard solar electric panels, generators, and many energy efficient features in a natural setting.

New Judges—Shae-Li Fendler, Manager / Underwriting Analyst, MEMIC – IFOB Board member, MFBA presenting sponsor Shae-Li began her career in insurance when she joined MEMIC in 2013 after graduating from Hofstra University with a Bachelor of Business Administration degree. She earned her Chartered Property Casualty Underwriter and Workers’ Compensation Professional designations and is currently pursuing her MBA from Husson University. Shae-Li was a Maine Insurance Agents Association (MIAA) Young Agents Committee Member for four years. She volunteers for the Special Olympics, United Way, Make-A-Wish, and Partners for World Health.

Cari Karonis, Co-owner, SKORDO - 2019 Maddy Corson Small Business Award Winner Cari and her husband, John, and stepdaughter, Anne, are the owners of SKORDO, a Maine-based retailer for people who love to cook. Cari’s career has been a journey of retail, management consulting and technology, all coming together to create and launch a brand in 2016 that celebrates family and friends in the kitchen.

Joe Corey, President, Day’s Jewelers - 2019 Renys Large Business Award Winner Born and raised in the Waterville area, Joe spent much of his childhood immersed in Day’s, his family’s jewelry company, serving in several roles over the years. In January 2021, he was named President of Day’s Jewelers. Joe earned his Bachelor of Science degree in business administration from the University of Southern New Hampshire. Joe serves on the Board of Advisors for JCK Las Vegas, the largest jewelry trade show in the country.

NATIONAL SERVICE AWARD PURITAN MEDICAL PRODUCTS CO., LLC

Institute for Family-Owned Business presents 2021 MAINE FAMILY BUSINESS AWARDS

We are proud to present IFOB’s first National Service Award to Puritan Medical Products Co., LLC. For over 100 years, this family-owned business which started with a single mint-flavored toothpick has forged a worldwide reputation as the trusted manufacturer of single-use products for controlled environments, diagnostics, and specimen collection, environmental, forensics, and genetics, medical, and microbiology media industries.

In 2020, Puritan—North America’s largest manufacturer of testing swabs—was thrust into the national spotlight. In March 2020, as the World Health Organization (WHO) declared COVID19 a pandemic, the U.S. government contacted Puritan for help supplying the swabs needed for COVID-19 testing as demand was increasing at an exponential rate. The company increased production to seven days a week and within two months, its factory was running shifts 24/7 to meet the need.

The U.S. Department of Defense (DoD) awarded Puritan a $75 million grant to build a new facility that could double production to 40 million swabs per month. By July 2020, the company had opened its new Pittsfield, Maine factory and onboarded hundreds of new employees to produce foam-tipped COVID-19 testing swabs. Through a series of subsequent DoD contracts and grants, Puritan has built two additional manufacturing

9

facilities and announced plans for a fourth factory in Orlinda, TN, its first plant outside Maine and the company’s largest.

Puritan’s incredible work and ability to rapidly rise to meet the ever-evolving challenges of the pandemic have garnered international attention for the Guilford-based company. In 2020, Puritan was named Inc. Magazine’s Company of the Year. In a recent story, Bloomberg noted, “The world’s future depends, at least in part, on Puritan.” In June 2020, President Donald Trump paid a visit to Puritan’s Guilford headquarters to tour the company and thank employees for their dedicated service to the country.

Puritan has previously been honored at the Maine Family Business Awards with the 2017 People’s United Technology and Innovation Award, and IFOB is pleased to count them as an active member of our organization. Today, we are proud to honor Puritan Medical Products in recognition of the Herculean efforts of the Templet and Cartwright families, their employees and partners for their ongoing efforts to meet the needs of our state, nation and the world in the fight against COVID-19.

Part of the Puritan Team in front of the Pittsfield, ME manufacturing plant, shortly after it opened.

2021 GALA SPONSORS PRESENTING:

DÉCOR & LIVE STREAMING:

COCKTAIL:

ENTERTAINMENT:

Skowhegan S AV I N G S

TABLES:

AUDIO VISUAL:

Institute for Family-Owned Business presents 2021 MAINE FAMILY BUSINESS AWARDS

11

Whole & Individual Slices Cash, Checks, & Venmo Accepted

OPEN 24/7 Our Honor System Location 471 Main St. Ellsworth, ME

MomosCheesecakes@gmail.com 207-598-8772 | Follow us on Facebook & Instagram SEMI-FINALISTS

TOGETHER

LET’S MAKE WORKERS’ COMP WORK BETTER Fewer injuries and expert injury management means lower costs for workers’ compensation insurance. That’s why MEMIC is the best investment employers can make to protect their valued employees. You’ll have access to robust online resources, safety experts and outstanding injury management specialists. And with many services like pay-as-you-go payment options and workplace injury triage services, we make workers’ comp work better for you.

In Maine, safety pays dividends.

As a Maine policyholder of this mutual insurance company, you also may qualify for a dividend. Since issuing its first dividend in 1998, MEMIC has authorized the return of more than $302 million in capital contributions and dividends—money that goes back in the Maine economy, right where it belongs.

Ask your independent agent for a MEMIC proposal.

MEMIC.COM

Institute for Family-Owned Business presents 2021 MAINE FAMILY BUSINESS AWARDS

13

ABOUT THE AWARDS The Renys Large Business Award, won by Day’s Jewelers in 2019, honors an outstanding company with 25 or more full-time employees that demonstrates excellence in all facets of business, including family involvement, succession planning, communication, value of being familyowned, and community service.

The Maddy Corson Small Business Award recognizes an exceptional company that embodies the ideals associated with its namesake, who continues to inspire, support and connect individuals, organizations and businesses throughout Portland and beyond. SKORDO received the Maddy Corson Small Business Award in 2019.

The Shep Lee Community Service Award honors one of the founders of the Institute for FamilyOwned Business and the ideals he embodied in his respect and concern for customers, employees and the community. W.S. Emerson Company received the Shep Lee Community Service Award in 2019.

Chalmers Insurance Group Customer Service Award, honors a company of any size that continues to improve customer service and exceed customer expectations. The judges also consider the following criteria: innovative practices and systems; personal interactions and choices in how customers receive service and delivery; accessibility to customers and effectiveness in handling customer complaints; systems that reduce costs; and compassion and caring.

The Nonantum Resort received the Chalmers Insurance Group Customer Service Award in 2019.

People’s United Bank Innovation & Technology Award: Recognizes a company that demonstrates excellence in the development or creation of a new idea, method, or product to solve a problem; original, compelling ideas, innovation or technology; significant benefits to others; fulfillment of a market need or creation of a new market through a service or product; or use of applied science or innovative methods in product development or enhancement.

In 2019, FHC, Inc. received the People’s United Bank Innovation & Technology Award.

Holiday Inn By The Bay First Generation Award recognizes a company of any size, with at least one family member serving as an active equity owner and at least one family member active in the business on a regular basis. The business must not have transitioned yet from one generation to the next. The honoree will be chosen based on the overall excellence among all the categories above. Fontaine Family - The Real Estate Leader received the Holiday Inn By The Bay First Generation Award in 2019.

Cumberland Crossing by OceanView Environmental Leadership Award honors a company that demonstrates exceptional efforts to reduce its carbon footprint, demonstrates environmental stewardship, engages others in conservation efforts, and champions sustainability. Geiger received this award in 2019.

You’ll find past award winners through the years on pages 14-15.

PAST WINNERS 2019 Day’s Jewelers (Renys Large Business Award) SKORDO (Maddy Corson Small Business Award)

Highland Avenue Greenhouse (Maddy Corson Small Business Award) Geaghan’s Pub and Craft Brewery (Shep Lee Community Service Award)

W.S. Emerson Company (Shep Lee Community Service Award)

Hanson Enterprises LLC (Chalmers Insurance Group Customer Service Award)

The Nonantum Resort (Chalmers Insurance Group Customer Service Award)

Custom Composite Technologies Inc. (Holiday Inn by the Bay First Generation Award)

Fontaine Family - The Real Estate Leader (Holiday Inn By The Bay First Generation Award)

Puritan Medical Products (People’s United Bank Innovation & Technology Award)

FHC, Inc. (People’s United Bank Innvation & Technology Award)

OceanView at Falmouth (HUB/Norton Insurance and Financial Services Environmental Leadership Award)

Geiger (Cumberland Crossing by OceanView Environmental Leadership Award) Lifetime Achievement Award

Maddy Corson (first recipient) 2018 Woodlands Senior Living (Renys Large Business Award) Hardypond Construction (Maddy Corson Small Business Award) Rinck (Shep Lee Community Service Award) Blueberry Fields Bed & Breakfast (Chalmers Insurance Group Customer Service Award)

2016 Planet Dog (Renys Large Business Award)

DeLorme (People’s United Bank Innovation & Technology Award) TideSmart Global (Green Environment Award)Honorable Mention Cross Insurance (Large Business Award) 2014 Chebeague Island Inn (First Generation Award) Messer Truck Equipment (Maddy Corson Small Business Award) Lamey Wellenhan (Agren Large Business Award) Chalmers Insurance Group (The Wolak Group Customer Service Award)

King Eider’s Pub (Shep Lee Community Service Award)

Will’s Shop ‘n Save (Shep Lee Community Service Award)

Blue Elephant Events & Catering (Chalmers Insurance Group Customer Service Award)

The Meadowmere Resort (Innovation Award)

Fish Bones American Grill (Norton Insurance & Financial Services First Generation Award)

Washburn Doughty (Holiday Inn by the Bay First Generation Award) Howe & Howe Technologies (People’s united Bank Innovation & Technology Award)

Maine Beer Company (IRC Environmental Leadership Award)

2017 Capozza Tile and Floor Covering Center (Renys Large Business Award)

Lucy’s Granola (First Generation Award)

Rising Tide (Maddy Corson Small Business Award)

Bowman Constructors (People’s United Bank Innovation & Technology Award)

DM & J Waste (Varney Agency Environmental Leadership Award)

Volk Packaging Corporation (The Wolak Group Customer Service Award)

2015 Renys (Large Business Award) Kingsley Pines (Maddy Corson Small Business Award) Suger (Shep Lee Community Service Award)

Eco-kids (Technology Award) 2013 Central Street Farmhouse (First Generation Award) D. Cole Jewelers (Small Business Award) Agren Appliance & Television (Large Business Award) Hannan’s Electric (Customer Service Award) The Wolak Group (Community Service Award) Close Buy Catalog (Innovation Award)

Institute for Family-Owned Business presents 2021 MAINE FAMILY BUSINESS AWARDS

15

PAST WINNERS 2012 Hurley Travel Experts (First Generation Award)

2008 Gifford’s Ice Cream (Large Business Award)

2005 Thos. Moser Cabinetmakers (Large Business Award)

Morong Falmouth (Large Business Award)

Saddleback Mountain (Small Business Award)

Jordan-Fernald Funeral Homes (Small Business Award)

S.L. Wadsworth & Son (Small Business Award)

Outstanding Community Service Awards

IRC Industrial Roofing Companies (Customer Service Award)

Maine Machine Products (Large Business)

2004 White Rock Distilleries (Large Business Award)

Dean’s Sweets (Community Service Award)

Couleur Collection (Small Business)

Paricon, Inc. (Small Business Award)

Honorable Mention

Honorable Mention D. Cole Jewelers

Down East Enterprise (Large Business Award)

Honorable Mention Direct Mail of Maine

2011 AlliedCook Construction (Large Business Award)

Seaside Vacation Rentals (Small Business Award)

2003 Hussey Seating Company (Large Business Award) Monhegan Boat Line (Small Business Award)

LT’s inc. (Small Business Award)

2007 Geiger Bros. (Large Business Award)

Halcyon Yarn (Community Service Award)

Morrison’s Maine Course (Small Business Award)

Honorable Mention Day’s Jewelers

Outstanding Community Service Awards

2002 Barber Foods (Large Business Award)

Maine Machine Products (Large Business)

Coffee By Design (Small Business Award)

Saddleback Mountain (Small Business)

Honorable Mention Winter People

GHM Agency (Community Service Award)

2006 DownEast Energy (Large Business Award)

Honorable Mention Mancini Electric (Large Business Award)

2001 Hancock Lumber (Large Business Award)

Bedard Healthcare Group (Small Business Award)

Precision Screw Machine Products (Small Business Award)

2010 Marden’s Surplus & Salvage (Large Business Award) Sweetser’s Apple Barrel & Orchards (Small Business Award)

2009 Earle W. Noyes & Sons (Large Business Award) The Lobster Shack at Two Lights (Small Business Award) Lionel Plante Associates (Community Service Award)

Honorable Mention GHM Insurance Outstanding Community Service Awards Oakhurst Dairy (Large Business) Apollo Salon Spa & Bistro (Small Business)

Honorable Mention Shelter Institute

2000 Sun Journal (Large Business Award) Volk Packaging Corporation (Small Business Award)

16

Congratulations

2021 MAINE FAMILY BUSINESS AWARD WINNERS!

while you master the

we’re here to help you master the art of money.

It’s about finding the fun in a day. The little things that make a memory out of a moment. The money stuff?

We can help on that front, no matter where you are in life.

1.888.725.2207 | norwaysavings.bank | MEMBER FDIC

Institute for Family-Owned Business presents 2021 MAINE FAMILY BUSINESS AWARDS

Serving all of Maine for over 35 years Our team of professionals will assess damage done to your home or business and create an individualized recovery plan, keeping in mind your personal comfort.

Fire Water Mold Sewage Soft Content Restoration Floor Care Services Duct Cleaning

Westbrook 207-536-7220 Hampden 207-947-4454

www.bouchardcleaning.com

17

18

Institute for Family-Owned Business presents 2021 MAINE FAMILY BUSINESS AWARDS

19

BEDARD PHARMACY & MEDICAL SUPPLIES—AUBURN Bedard Pharmacy & Medical Supplies has evolved from a small corner drug store and soda shop in 1898 to a thriving multi-generation family business using the latest technology, strategic partnerships and exceptional customer service to grow regionally and nationally.

The Nadeau family purchased Bedard Pharmacy in 1965, with son Mike and wife Annette Nadeau purchasing the business from Mike’s father, Alcide, in 1996. The third and fourth generations are also actively involved in the business: Mike and Annette’s son Ben is CEO, son-in-law Sean is Director of Finance, son Chris is Director of Pharmacy, son Matt is Director of IT and granddaughter Emily recently began as a pharmacy technician.

Over the past two decades, the company has pivoted to address the changing needs of its customers and communities, creating Bedard Medical to specialize in medical equipment and supplies and Bedard Senior Care to serve long term care facilities. Being early adopters of technology has enabled Bedard to stay on the forefront of their industry. Using specialized robots, Bedard Senior Care is one of the few pharmacies in the country to offer four different medication packaging options to long term care facilities, reducing medication errors and medication distribution times.

To illustrate their dedication to their employees, they also have a “fun committee”, that plans events, outings, games, and gives their employees a chance to socialize outside the grind.

While technology has helped the company grow—net sales have nearly tripled since 2014— people are what Bedard values most. “Patients first! There is nothing more important than making sure our patients get what they need. Our patients trust us to do what is best for them,” says Ben. “We also prioritize our staff. Our staff is our family. We want to see each and every employee grow, learn and achieve their goals.”

Annette and Mike Nadeau, Owners

BERRY FRUIT FARM, LLC—LIVERMORE FALLS Berry Fruit Farm has been “Making life wholesome for families in the community we serve” since 1900, when Joel Gilbert’s great great grandfather and great grandfather started planting apple trees together.

Joel and Melissa Gilbert have come back to the family’s century-old apple orchards to continue what their ancestors have started. Today, the company owns and operates two 25 acre “you pick” farms in the town of Livermore and a retail market location in Livermore Falls. Joel’s father and grandfather serve as advisors to the business, which draws local residents and travelers on their way to Rangeley and Sugarloaf. Many Berry Fruit Farm products are shipped throughout the U.S.. The company has grown steadily in terms of acreage, products an, services, and has built partnerships with local schools and the Good Shepherd Food Bank.

Joel, Melissa, Noah, Evelyn, and Elijah

Berry Fruit Farm has a philosophy that guides their employee relationships; “trench engagement” and “offering grace and understanding”. This philosophy allows for employee growth, and true compassion when employees have challenges.

In 2020, the Gilberts put their mission into action at a time when their community endured multiple crises. Deemed an essential business, Berry Fruit Farm was able to pivot very quickly to meet the needs of local families. During the pandemic they offered bulk staples to customers when the grocery store shelves were empty, providing a place where people still felt connected in a time of isolation. “We smiled, listened, cared and rose to meet the needs of our neighbors,” says Joel. When Pixelle Paper suffered a major explosion to their digester system, Berry Fruit Farm provided meals to Pixelle workers as they worked through this incredible disaster. Through hard work and strong leadership, Berry Fruit Farm ended 2020 with its strongest sales year ever.

Best of Luck to all the Finalists!

Your Maine Shopping Adventure, Now in our 3rd Generation!

Best Bargain Store 10 Years Running!

(L-R) 2nd generation, John Reny, 3rd generation Faustine & Adam Reny

17 great locations throughout Maine!

Bath • Belfast • Bridgton • Camden • Dexter • Ellsworth • Farmington • Gardiner • Madison • Main Store • Pittsfield • Portland • Saco • Topsham • Underground • Wells • Windham #renysamaineadventure #iloverenys #shoplikeyoumaineit #betcharenyshasit

Visit us @renys.com

Institute for Family-Owned Business presents 2021 MAINE FAMILY BUSINESS AWARDS

21

BISHOP’S STORE, INC.—JACKMAN Bishop’s Store, a Jackman landmark, has been in business and family-owned since 1950. Paul Levesque had a dream and built the business, joined shortly thereafter by son Joseph and daughter-in-law Mamie. Over six decades, Bishop’s has grown from a small general store and gas station to a true one-stop shop for travelers passing through the region, selling everything from sporting goods and hunting licenses to stuffed moose souvenirs and arguably Maine’s best pizza, according to many customers. Their well-earned slogan is “if we don’t have it, you don’t need it”.

came into full force. Bishop’s also supports the local school reading program, donating hundreds of pizzas each year as children achieve their reading goals. Bishop’s is always ready with coffee when the local fire department is out on a call, or a community fundraiser needs meals, donations or other help. Bishop’s store is truly family and community oriented.

Over the years, many members of the Levesque family have had an ownership stake in the business, upgrading and expanding the business with the addition of an ice cream stand, 20-unit motel, laundromat and more. In 2003, Joe and Mamie’s son Raymond assumed ownership of Bishop’s Store and Ice Cream Stand, while his brother Glenn took ownership of the motel. In the fall 2020, in the midst of the COVID pandemic, Kimberly Danforth, Joe and Mamie’s granddaughter, became the fourth-generation owner of Bishop’s Store and, along with her two sons and brother, Lucas, is enjoying keeping their family tradition alive and the business profitable.

Under Kim’s leadership, Bishop’s Store delivered hundreds of meals to seniors and children during the spring of 2020 as the pandemic

Levesque Family three Generations

CHILTON FURNITURE—SCARBOROUGH Chilton’s top priority is its team. “We know that if we start with talented team members who believe in the brand—and we take good care of them—the result will be an exceptional customer experience,” says Jen. Chilton was proud to make the list of Best Places to Work in Maine the past two years, and consistently receives five-star reviews from customers citing excellent customer service.

A second priority of the Levins was to work with an accomplished wood furniture designer to introduce original designs. In 2020, these efforts earned Chilton a GOOD DESIGN Award—one of the most prestigious honors in international design—for Chilton’s Nautilus lounge chair. Chilton chooses local builders to produce most of these new designs and, as a result, the percentage of Chilton’s furniture built in Maine has increased from approximately onequarter to nearly 60% since 2014.

Jen and Jared Levin, Owners Chilton’s Maine roots date back to 1885. In 2014, the company was acquired by Jen and Jared Levin, who are committed to offering locally produced wood furniture designs and exceptional customer service. Chilton has showrooms in Freeport and Scarborough, and a recently opened showroom on Commercial Street in the Old Port.

Chilton also sells to customers across the U.S. through its website and catalog.

These initiatives have been well received by customers. This year, for the first time, Chilton was voted “best furniture store” by voters in the annual Down East Magazine Best of Maine edition, and sales are on pace in 2021 to double from 2014 levels.

The Levins plan to continue to build Chilton into a special business that one of their children will want to someday take over. This year, daughter Eva began working part-time at Chilton during her summer break, embracing all tasks with enthusiasm.

Proven expertise you can count on!

For Independent Adjustment Needs… We’ve Got You Covered!

Our experienced staff and team of adjusters average 20+ years in the business, and have a proven track record of fast response time, attention to detail, and superior customer service. We deliver what we promise – that is our guarantee.

There when you need us - Colonial Adjustment, Inc. is New England’s largest independent adjustment company. We have licensed adjusters ready to help you 24 hours a day, 7 days a week, throughout the states of Maine, New Hampshire and Vermont.

Property Colonial provides full adjustment services for property loss on the following:

• • • • • • • • • • •

Large Loss Team Homeowner Residential Condominiums Commercial Buildings Business Interruption Municipalities Theft – Mysterious Disappearance Environmental Losses Inland Marine Formal Appraisal Expert Testimony

Casualty

Maine Locations Company Headquarters: South Portland Belfast Yarmouth Saco Skowhegan Bath N. Berwick Howland Auburn Standish Machias Bangor Windham N. Windham Waterville

New Hampshire Conway Exeter

Manchester

Vermont Brattleboro

Burlington

We can handle all your General Liability Homeowners and Commercial needs including:

• • • • • • • •

Auto Accidents Product Liability Premise Liability, Slip and Fall Personal Injury, Dog Bites, Trespass Liquor Liability Marine Liability Contractor Liability Trucking Losses

Auto/Contents Our team of Auto Property Damage Adjusters are CCC and Audatex trained to assign and manage your auto claim:

• • • • • •

24-Hour Emergency Pager Service Same Day Contact Appraisal Assignment within 24 Hours Cost Efficient Management of Rentals Liability and Third-Party Claims Total Loss Settlement

Offering Claims Service

24 hours a day, 7 days a week Claims can be reported 24 hours a day, 7 days a week, by calling 800-445-2330. You may also assign a claim to us on our website:

www.colonialadj.com

Company Headquarters: 111 Westcott Road, South Portland, ME 04106 | Phone (207) 797-9036 | Fax (207) 797-6820 Toll Free (800) 445-2330 | newassignments@colonialadj.com | www.colonialadj.com

Institute for Family-Owned Business presents 2021 MAINE FAMILY BUSINESS AWARDS

23

COLONIAL ADJUSTMENT, INC.—SOUTH PORTLAND Over the past two decades, the company has diversified by adding new business lines in dedicated casualty claims handling, auto adjusting, and contents adjusting. Since 2010, the company has almost doubled its staff and increased revenue considerably. In 2014, founder John Kidder, III officially retired, but is always available for consultation. It is important to the family that the business is learned from the ground up, and the third generation of the Kidder family has upheld this tradition with an internship this year.

The Colonial Family

Colonial has been in business in Maine for 47 years, growing from a small independent adjusting firm into the largest in New England. Founded by John T. Kidder, III in 1974, Colonial is now lead by John’s son, CEO/President, Scott Kidder. Colonial’s success has been built on upholding their mission to deliver the most accurate adjustment services while providing unparalleled customer service to their clients. The company’s tagline, “Proven expertise you can count on.” is demonstrated every day in their personal commitment to building trust and relationships, and delivering the best possible service.

The Kidders treat everyone like part of their family, embracing a “Family First” motto, which promotes a healthy work environment that places great importance on employees taking care of their families and each other. They are intentional about promoting an encouraging and compassionate environment for all staff members.

Colonial’s leadership team members are selected not only for their ability to manage effectively, but also for their belief that the greatest leaders are supportive mentors, who empower their team members, and help them to progress toward their own goals within the company. The longevity of the team at Colonial speaks for itself, with many staff members marking several decades with the company.

As much as building a business, the Kidders prioritize building an enterprise where employees can thrive.

DOLPHIN MARINA AND RESTAURANT—SOUTH HARPSWELL In 1966, Bill Saxton’s grandparents started a small marina and coffee shop on the iconic property at the tip of Basin Point in South Harpswell that was family-owned since 1901. That first summer, Bill fell in love with his future wife, Mimi, while working there. Together, they established the Dolphin Marina and Restaurant, and began building its reputation for offering an authentic Maine experience to locals and visitors alike.

for boaters, and support local food banks and pantries. The fourth generation is now working at the Dolphin, helping to ensure the legacy will continue.

Billy and Chris Saxton, the Dolphin’s third generation, grew up in the business, running guests to their boats and racing around the property and restaurant. They have been at the helm for the last 20 years, carrying on the legacy built by their parents and grandparents and growing the Dolphin into a favorite destination that employs 80 people during peak summer months.

“Considering the challenges of being in the hospitality and customer service industry, it is remarkable that the business has remained in the family and has been able to adapt and pivot over the years to maintain the uniqueness that has made it so special for so long,” says Chris. “A positive and healthy environment is our highest priority. We must always maintain the character and spirit of our past while striving for continued improvement in the future.”

Guests come to the Dolphin because they feel appreciated and special, and become part of the “Dolphin family” that has made the business unique, strong and sustainable. They have made it a priority to be good stewards of the property and help protect it for future generations. They take measures to increase their green space, protect their shoreline, limit water use, recycle, offer free pump-out services

Dolphin Marina and Restaurant food & people

From our Family to yours

CONGRATULATIONS

to all the Finalists.

Committed to the craft of printing for 3 generations.

Institute for Family-Owned Business presents 2021 MAINE FAMILY BUSINESS AWARDS

25

FRANKLIN PRINTING—FARMINGTON president and Dick as vice president. Both actively involved in all aspects of the company, including attending daily production meetings. Greg’s children, David and Jennifer, and Dick’s son, Michael, represent the third generation of Nemi’s managing aspects of the family business. They count their employees—including many who have been with Franklin 25 years or more—an extension of their family as well. “A family is a form of a team, which is how we operate,” said David, general manager. “The only pronoun in our organization is ‘we.’”

Front: David Nemi, Jennifer Johnson, Dick Nemi Back: Michael Nemi, Greg Nemi

Franklin Printing’s roots are in the world of newspaper publishing.

The company has evolved, now focusing on commercial printing specializing in offset, digital, wide format, direct mail and folding cartons; serving customers in Maine and throughout New England.

Franklin Printing was founded in 1969 by Joseph Nemi; today, Joe’s sons, Greg and Dick Nemi, own the company, with Greg serving as

The company’s sales in 2020 nearly doubled over 2019, thanks in part to having two long-standing customers actively involved in COVID testing. Franklin used this opportunity to invest $3.5 million in new equipment. The investments better positioned them in current and new markets, by adding capabilities and improving efficiencies. They installed a new die cutter and folder/gluer for their folding carton segment, enhanced digital printing technology by adding white ink and the largest investment was a HP Inkjet Web press. The new web press being the first of its kind in Maine,! and the first press in New England using the latest HP ink technology.

Combined these investments have positioned Franklin Printing to be one of the most technologically advanced printers in the Northeast.

HORCH ROOFING—WARREN Peter Horch started working with his father, Don, in the family business in 2000. After years of learning about business, Peter decided to try his hand at owning his own business and founded Horch Roofing in 2003. Don, who has since passed, became an advisor whose influence and values live on in how Peter guides the company today.

log their time worked on their phones, reducing waste by not using timecards for payroll entry.

The company’s reputation for excellence and responsibility has led to steady, sustained sales growth, and from one to 55 employees who are reroofing eight to ten Maine homes daily.

Horch Roofing has become a disrupter in the roofing industry, demonstrating that roofing can be green. On a trip to the local landfill, Peter Horch realized how much his company alone was contributing to the more than 100,000 tons of roofing waste generated in Maine annually. In 2010, Horch Roofing began their Reroof and Recycle Program, recycling 100 percent of their roofing waste, which is converted into recycled products and paving materials.

Peter says, “The pure volume and tonnage of material that we now recycle and reuse instead of adding to the local landfill or ‘landhill’ makes this a win-win situation for both my company and community. I sincerely hope that other local construction and roofing contractors are motivated to follow in our footsteps.” In June 2020, Horch Roofing celebrated 15 million pounds recycled since the start of the program.

Horch Roofing runs their business nearly paper-free by using the newest roofing technologies on a daily basis. They use online CRM, and online estimation software, as well as technology that enables the company to measure roofs from the ground, keeping their sales team safe. Horch Roofing even uses apps for their entire company to

Horch Roofing accomplishments

Jim Chalmers 4th Generation Owner

Dottie Chalmers Cutter 4th Generation Owner

Steve Cote President

From our family business to yours, congratulations to this year's finalists!

Family-owned since 1857 ChalmersInsuranceGroup.com 1-800-360-3000

Institute for Family-Owned Business presents 2021 MAINE FAMILY BUSINESS AWARDS

27

KENNEBEC CABIN COMPANY, LLC—MANCHESTER Maine. Over the last year and a half and despite a global pandemic, Kennebec Cabin Company has grown into a flourishing retail store featuring Maine artisans and craftspeople and an e-commerce store which has seen unprecedented growth. They recently opened The Woodshed, a bar, eatery and event venue that has quickly become one of central Maine’s most enjoyable hangouts and live music destinations featuring Maine craft beers, locally sourced sandwiches, and a newly renovated and expanded event venue.

Chase Morrill (the Boss, Ashley’s Brother, Ryan’s Brother-In-Law), Ashley Morrill (Designer, Chase’s Sister, Ryan’s Wife) and Ryan Eldridge (The Voice of Reason, Chase’s Brother-In-Law, Ashley’s Husband)

Kennebec Cabin Company was created in February of 2020 by Chase Morrill, his sister Ashley Morrill and her husband Ryan Eldridge, also known as the Maine Cabin Masters, whose popular reality show is now filming its seventh season. The company emerged from Kennebec Property Services, founded by Chase and Ashley’s father, Eric, who passed away several years ago.

The businesses are family and dog friendly, providing a space for the whole family to safely enjoy all that Maine has to offer. Kennebec Cabin Company strives to give back to the local community wherever they can, hosting food drives, and other fundraising opportunities for local non-profits.

The business truly is a family affair. Chase’s four children are involved in the business, including Maggie, his oldest daughter, who produces their “From the Woodshed” podcast and works in the retail store alongside her grandmother at least one day a week. Son Fletcher can often be found on the job site or at a special event. It’s not uncommon to see any number of nieces/nephews helping out from time to time. The Morrills come from a long line of creative craftspeople, some of whom create products for the store.

The family has spent endless hours and financial resources creating a destination for fans and locals alike to enjoy and learn about

LISA-MARIE’S MADE IN MAINE—BATH all exclusively selling products crafted in Maine. The company has grown from representing a dozen crafters to now supporting more than 400 Maine makers and small businesses, and is always on the lookout for more.

Left to right: Lisa-Marie and Andrew Stewart, Owners, Marie Stewart Harmon, General Manager

Lisa-Marie Stewart has championed support of local businesses long before it was trendy. She had a passion for Maine-made products, participating in craft shows for years before opening her first bricks and mortar shop on Front Street in Bath in 2003. Since then, she and husband Andrew have grown Lisa-Marie’s Made in Maine to two stores, in Bath and Portland’s Old Port, and an online store,

“First and foremost, it’s about our makers, crafters and artists. We wouldn’t be here without them,” says Marie Stewart Harmon, general manager and the owners’ daughter. “We strive to represent hard-working Mainers who create innovative, exciting and unique products. It is very important to us to be able to offer our customers a one-of-a-kind, quality product made by a Mainer with their own hands.” Employees know the makers’ stories and share them with customers, allowing for personalization of the products they carry. The stores help the makers grow by sharing insights on what customers are looking for and giving space to try out new products.

The online store gives these makers a platform to sell to customers across the United States.

Lisa-Marie and Andy treat all employees—whether blood or not— as family. This was never more evident than in the turbulent climate of 2020, when the company focused on providing stability for their employees and artisans. Lisa-Marie’s kept all its employees on its payroll for the entirety of the pandemic and shifted focus to promoting their online store to ensure their crafters were still being represented.

Congratufations to a{{ tlie 2021 ..'A.ware(.J'inaasts aml Semi-.J'inaasts! :Maday

MADDY CORSON ADVISORY BOARD MEMBER AND PAST PRESIDENT INSTITUTE FOR FAMILY-OWNED BUSINESS

Mahoosuc Guide Service Since 1990

Fully Outfitted Dog Sledding, Fishing and Penobscot Cultural trips in Maine and beyond!

All trips owner guided, wholesome food!

Master Maine Guides: Kevin Slater and Polly Mahoney www.mahoosuc.com | 207.824.2073

Institute for Family-Owned Business presents 2021 MAINE FAMILY BUSINESS AWARDS

29

LUKE’S LOBSTER—PORTLAND The Holden family has been in the Maine lobster industry for three generations. Luke’s father, Jeff was the first licensed lobster processor in Maine.

Luke’s is an innovator in the lobster industry. They have removed middlemen, allowing the company to work directly with fishermen on quality and sustainability innovations that bring more value back to the shore, such as bonusing additional dollars to wharves that handle their lobsters in manners that reduce shrink. Luke’s is the first processor/dealer to be a member of a lobster fishermen’s coop, which they helped to found in Tenants Harbor.

Jeff Holden, Partner, Luke Holden, Founder & CEO, and Bryan Holden, Chief Development Officer

The family connections make Luke’s Lobster a better business, as Jeff hands down the knowledge and experience he has gained from a half century in the business to his sons Luke, Bryan, and Jeff. He has instilled an appreciation for the coastal community, how it interacts with the environment, and the importance of preserving it for future generations. Certifying as a B Corp enshrined the company’s commitment to social and environmental good, contributing to the small family business mindset that helps Luke’s Lobster make responsible decisions that are good for their team and stakeholders.

From 2009 to 2019, Luke’s Lobster grew from a single restaurant location with a single employee to 20 restaurants across the U.S., 5 restaurants in Japan, 2 in Singapore, a large seafood processing facility in Saco that supports those restaurants, a branded grocery seafood business distributed across the U.S. and to Singapore, and a robust online market with a diverse range of Maine seafood sold in all 50 states. Pivoting to build the online market during the pandemic helped Luke’s survive and provided yet another channel for growth. Before the pandemic, Luke’s Lobster peaked at 600 employees, 250 of whom were in Maine. Luke’s is rebuilding rapidly and is poised to restart growth to new domestic and international markets.

MAHOOSUC GUIDE SERVICE—NEWRY Polly Mahoney and Kevin Slater have been providing unforgettable four-season outdoor experiences for over 30 years. Based in Maine’s western foothills, they started Mahoosuc Guide Service together in 1990 with 10 sled dogs and decades of combined guiding and teaching experience across the U.S. and Canada.

Mahoosuc Guide Service makes their own wood and canvas canoes, paddles, setting poles and dog sleds. They also breed the Yukon huskies they use for dog sledding trips, who all hail from the same family line of dogs tracing back 40 years. While they’ve had as many as 50 dogs, they currently have 25 and have intentionally kept their operation small in order to ensure quality and safety. They are untroubled by the lack of cell service in their area, preferring to have “old fashioned” face-to-face conversations with their guides and guests.

Polly and Kevin are committed to helping carry on the tradition of Maine Guides, and are strong advocates for enhancing testing and licensing for Maine Guides, including mandatory first aid courses. Mahoosuc offers an apprenticeship program to prepare the next generation of guides, providing young people opportunities to learn from experienced guides. They also lead many workshops throughout the year to help guides hone their safety and first aid skills for all seasons.

In addition to dogsledding and canoeing excursions in Maine, Mahoosuc offers cultural trips including dogsledding in the Arctic, and snowshoeing and canoe trips with Cree and Inuit guides. They are training members of the Penobscot nation to become Maine Guides and learn skills that have been lost in their culture. They also create custom group excursions in Maine, Ouje-Bougoumou, James and Hudson Bays, and Nunavik, Quebec, and host dances and concerts in their lodge twice a year to engage with the local community.

Kevin Slater, Polly Mahoney and Cormac

When our community thrives, we all prosper.

Prosperity is about so much more than money. It’s about living well in a community that is healthy and stable. We feel fortunate to live in a place supported by so many successful businesses and families. Their good deeds make everyone’s life richer. Congratulations to the winners of the 2021 Maine Family Business Awards!

The Breakwater Group at Morgan Stanley — proudly serving successful families, private businesses and local organizations.

© 2020 Morgan Stanley Smith Barney LLC. Member SIPC.

The Breakwater Group at Morgan Stanley Gary Bergeron CRPS,® QPFC Senior Portfolio Management Director Senior Vice President Financial Advisor 100 Middle Street Portland, ME 04101 207-871-7315 gary.bergeron@morganstanley.com advisor.morganstanley.com/ the-breakwater-group

CRC 3265507 10/20

31

Institute for Family-Owned Business presents 2021 MAINE FAMILY BUSINESS AWARDS

MAINEWORKS—PORTLAND MaineWorks is an innovative staffing company, founded in 2011 by Margo Walsh, with a mission to dignify transitional employment for people in recovery from substance use disorder and reentry from jail and prison. MaineWorks was established to provide meaningful, full time transitional employment for this vulnerable population.

The company partners with select businesses who share their values within the industrial construction sector. MaineWorks’ partner nonprofit, Maine Recovery Fund, provides resources and support to help employees reenter the workforce successfully.

MaineWorks was the first business in Maine to become a certified B Corp, a national program that measures social and environmental impact. The company has been recognized as “Best for the World” among B Corps, and currently has 60 people working at construction jobs in Maine and has an office in NH with further expansion underway in MA. Margo’s son, Jack Davies, originally got involved in the company in High School when he drove MaineWorks employees to job sites leaving the house at 5:30 before he went to school each morning. Jack returned to the company after earning a finance degree from the University of Denver and, in Margo’s words, “has brought rigor and structure to our operations” in his role as CFO. Jack combines a passion for the mission with in depth business acumen. Margo’s other son, Sam, is also involved in numerous research and administrative projects for the company.

The positive impact of MaineWorks’ efforts is powerful. One recent example was captured in a photo Margo received from two former MaineWorks employees who were hired full-time by a MaineWorks client. “They joined up to send the photo to me to indicate the camaraderie and esprit de corps they experienced at MaineWorks,” says Margo. “Both had a history of substance use disorder and both were formerly homeless, so their success is incredibly sweet for me and the picture was worth a thousand words. Another former MaineWorks employee now runs MaineWorks. We move people to economic viability and personal prosperity.”

Jack Davies, CFO

THE MONTALVO CORPORATION—GORHAM Range Expansion and Variable Wrap Angle Technology. Earlier in 2021, Montalvo launched its Vanguard Tension Control System, a three-year project funded by the National Science Foundation that will disrupt the composites manufacturing industry by introducing a cost-effective, continuous, automated way for composites manufacturers to control tension in their process.

Ed Sr’s children, Margaret “Midge” Denham and Ed Montalvo, Jr., are active in the company as co-managing directors. In addition, Midge is involved in human resources and financial operations and Ed Jr. in sales and marketing efforts. The family element of the business has been instrumental in many ways. One example is the creation of Montalvo’s BLUE Assurance program for customers, which empowers employees to respond to issues quickly without waiting for paperwork before they take action.

Midge Denham and Edwin Montalvo, Owners

Montalvo has been a world leader and pioneer in tension control since founder Edwin Montalvo, Sr., who started as a manufacturer’s representative, built his first prototype in his basement workshop in New Jersey. It was there Edwin developed and patented the first-ever multi-range, air cooled tension brake. In 1976, Ed moved to Portland and founded the Montalvo Corporation; today the company is headquartered in Gorham with sales offices in Germany, Denmark and China, and customers on six continents.

Over the years the company has continued to innovate, introducing

The company nurtures a positive atmosphere where creativity, collaboration and innovation thrive, and where all 35 full-time employees feel comfortable approaching others in the company, whether peers, management, the CEO, or the owners. At Montalvo, conflict is an opportunity for growth, and it is frequently brought out into the open for parties to have a dialogue on, designed to better understand the unique perspectives at play, and finding a win-win solution and path forward. This team-first approach has helped the company achieve 7% average yearly growth over the last five years and win the 2021 Maine International Trade Center’s Exporter of the Year Award!

Partnering with companies at defining moments of their evolution.

From our family to yours.

Business Performance CFO Services Business Planning Exit Strategy

Portland, ME 207.619.1899 opuscg.com

We’re excited to celebrate you.

Some ask for change and you’re making it. Thank you for going above and beyond to make our community a better place.

Member FDIC, TD Bank, N.A.

Institute for Family-Owned Business presents 2021 MAINE FAMILY BUSINESS AWARDS

33

OPUS CONSULTING—PORTLAND What sets the firm apart from other consulting practices is its crossfunctional approach to performance management; they guide companies to transform, innovate and accelerate, working at the intersection of finance, operations and strategy. The Opus team uses a personal and holistic approach to helping businesses solve complex problems. Each team member brings a different skill set to the table, enabling Opus to provide new perspectives and develop creative solutions.

Opus Consulting team photo

Husband and wife team Jacques and Patricia Rossi Santucci started Opus Consulting in 2009 to fill a need for a strong, and solid management consulting firm, within the local business market. Since then, Opus has grown its client base from a few small Maine businesses to over 300 small to mid-sized businesses across 20 states and three countries. In Maine alone, Opus has helped more than 200 businesses and aided in creating hundreds of jobs and economic opportunities. Recently, Opus has worked with two Native American tribes in Maine to support business initiatives that further their goal of creating jobs and economic opportunities.

Today, Jacques serves as President and Patricia an adviser to Opus Consulting, particularly regarding marketing strategy. Having daughters Stella and Chloe involved in the business has fueled Jacques and Patricia’s interest in helping other family-owned businesses thrive.

Both daughters have participated in their parents’ business trips over the years, meeting partners inside and outside Maine, giving Opus Consulting a strong family vibe. The company is very active in the community, advising organizations such as Creative Portland and the Greater Portland Immigrant Welcome Center, serving on boards and helping launch several nonprofits including the Center for Wellness Leadership. They also recently started Opus Ventures, a venture fund for Maine startups, which they hope to continue to grow and further their legacy of supporting local businesses and creating economic opportunities.

ORIGIN—FARMINGTON Pete Roberts founded Origin in 2011 to bring textile manufacturing back to his hometown of Farmington. Over the past decade, the company has emerged as an example for modern Made-in-the-USA businesses, expanding into lifestyle apparel, workwear, footwear and nutrition products that are garnering a worldwide reputation for exceptional quality. They operate manufacturing facilities in Farmington, Wilton, and Jay, a retail storefront and factory store in Farmington, and an e-commerce website. Origin’s products are also sold wholesale and through online retail partners.

The company has innovated products like the gi, worn by martial arts practitioners and essentially unchanged for hundreds of years, earning Origin recognition as the premier gi manufacturer in the martial arts industry.

Over the past few years, Origin has been recognized as an Entrepreneur 360 company and as an Inc 500 company. They have established a relationship with former Navy Seal Jocko Willink, whose national following brings passion and celebrity

Pete is CEO and his wife; Amanda is COO for the Apparel division.

Amanda’s father, Joe, leads a team responsible for general maintenance and daily materials transfer between buildings and warehouses. Pete and Amanda’s children have worked part-time while still in school, with their oldest graduating from Mt. Blue and heading to Bentley College for a business degree, with plans to return to help lead Origin.

As Origin grew, their return to heritage skills gained attention as an innovative way to revive manufacturing with vertically-integrated process and control over their domestic supply chain. Origin was highlighted as a success story when COVID created a supply chain issue across the country. Their manufacturing uses both older refurbished machines as well as the newest technology in computerized and laser optic systems for patterns and cutting for apparel and footwear/leather goods.

Origin team photo

Sometimes you need to step outside, get some air and remind yourself of who you want to be.

Searsport Shores Ocean Campground is proud to stand with so many great Maine Family Businesses!

Home of the

Institute for Family-Owned Business presents 2021 MAINE FAMILY BUSINESS AWARDS

35

PACKGEN—AUBURN

PackGen’s bulk packaging products – proudly manufactured in the State of Maine

In 1985, the Wrangler Company, now known as PackGen, emerged from a Maine-based filtrations company, UF Strainrite, founded by John H. Lapoint, Jr. in 1979. The company’s philosophy then and now, was based on creating value for customers through innovation and service. PackGen was created to meet customers’ need for a cost-effective means of transporting hazardous material for disposal and has evolved to become a prominent supplier to the environmental market for shipping hazardous waste materials.

The company builds value by being “different by design” and through establishing long-term relationships with their customers.

They strive to deliver superior quality products to their customers, to

continually innovate to meet the needs of the markets they serve, and to uphold all the core principles that have kept the company strong since 1979. Over the years, PackGen products have evolved to handle a broad range of regulated and non-regulated materials. PackGen was the originator of the “pop-up” container concept, advancing the product to meet UN composite packaging standards, and raising the bar for the whole packaging industry.

Their latest innovation is a rigid structural panel made from bagasse (sugar cane), which they have incorporated into their unique collapsible rigid tote design for shipping liquids internationally. This is a first and one-of-a-kind design for a $2 billion marketplace and creates the lowest carbon footprint in the market compared to existing technology. Several large global food producers have already committed to millions in purchases for 2022 and 2023.

John Lapoint III, son of the founder, has owned PackGen for 25 years and serves as president. His sons are both involved with sales and his mother serves on the board of directors. UF Strainrite, the predecessor to PackGen, still exists today and is led by John’s brother.

SEARSPORT SHORES OCEAN CAMPGROUND—SEARSPORT When Astrig and Steven Tanguay, owners of Searsport Shores Ocean Campground, refer to their visitors as their guests, they really mean it. The campground, which their family has owned since 1993, is the couple’s year-round home. This undoubtedly contributes to the family’s commitment to providing a memorable experience that keeps campers coming back year after year—more than half their campers are repeat visitors.

finances, policy and development, and nephew Nicholas, 18, who is the “generation in training” and spends time daily working in the office and recreational programs.

“When we make it a point to say, ‘Is there anything I can do to make your stay better?’ and take the time to listen to the responses, we create a community that naturally cares for each other. No one is a stranger for long,” says Astrig. “We do not strive to be the largest campground, instead we strive for excellence at a sustainable scale.”

The campground has hosted multiple Artist-in-Residence series, built workshop and cooking spaces, integrated marine-based activities, established family-friendly edible and dye gardens throughout the park and instituted weekly fiddle performances and music jams on the outdoor stage. Quickly adopting an anti-viral fogging system in their public bathhouse and rental units allowed them to create an atmosphere of comfort and safety during the 2020 pandemic.

Searsport Shores has leveraged social media to draw visitors who traditionally aim for Camden or Bar Harbor, engaging them with events and activities that give them a reason to stay longer in the Searsport area. Consequently, the campground’s guests contribute over $1.5 million annually to the local economy, according to a University of New Hampshire study.

Astrig and Steve manage day to day operations, supported by Astrig’s father, Zaven Koltookian, who serves as senior advisor on

Back: Nicholas Carey (Nephew of Steven and Astrig Tanguay, Grandson of Zaven Koltookian) Astrig Koltookian Tanguay, Steven Tanguay.

Front: Zaven Koltookian

For almost 50 years, our accounting and consulting firm has been helping business owners create, grow, and protect value and yet —we’ve only just begun.

Find out more at berrydunn.com

Institute for Family-Owned Business presents 2021 MAINE FAMILY BUSINESS AWARDS

37

SMILING HILL FARM—WESTBROOK Smiling Hill Farm has evolved from selling milk to locals and then large dairy processors to bottling its own milk in reusable glass bottles, sold at the farm and supermarkets throughout Maine and New Hampshire. Smiling Hill Farm yogurt, ice cream and butter are also sold in Maine, with its Silver Moon Creamery cheeses available in several New England locations and shipped across the country.

The farm has found creative ways to attract visitors from Maine and across the country, entertaining them while educating them about farming. Rebecca Knight Lilley, co-owner, treasurer and social media manager, says of her late father, Roger, “Dad started agritourism before it was cool!” Over the years, the addition of a barnyard exhibit, a gift shop and the Ice Cream Barn have made Smiling Hill Farm a hit with people of all ages.

Aerial photo of Smiling Hill Farm in Westbrook, ME

Smiling Hill Farm, the iconic Westbrook dairy, is the epitome of family-owned business. Twelve generations and counting of the Knight family, dating back to 1720 (a century before Maine became a state!) have kept this enterprise going strong. The farm is now owned by siblings Warren Knight, Marsha Knight, Michael Knight, David Knight and Rebecca Knight Lilley, all of whom have active roles in its operation. Several of their children and grandchildren are also involved in various aspects of the farm.

The Knights have succeeded by seizing opportunities to draw visitors in all four seasons such as Pick-a-Pumpkin wagon rides in the fall, a Cross Country Ski Center in the winter, Easter egg hunts in the spring, and Goat Yoga and Summer Farm Program for children.

When the pandemic started, they pivoted to curbside service and created Ice Cream Sandwich and Sundae To-Go kits and ice cream making kits so families could bring home a taste of the farm.

SPRINGWORKS FARM—LISBON At its greenhouses in Lisbon, Springworks raises tilapia that produce natural fertilizer for several varieties of lettuce that, in turn, clean water for the fish habitat. Springworks Farm’s proprietary, closedloop system is environmentally sustainable, using less heat and 95 percent less water than conventional farms.

Springworks Farm also benefits the environment and consumers by providing a year-round source of produce that requires fewer transportation miles to deliver. This fresh, local product never contacts soil and is certified organic.

Trevor Kenkel, Founder and President

Springworks Farm, founded by Trevor Kenkel in 2014, is a remarkable success story–benefitting not only Northeast consumers but also the environment. Trevor, President, and his sister Sierra, Vice President, oversee company operations, with father David serving on the board.

The idea for Springworks Farm started when 12-year-old Trevor discovered run-off from a nearby conventional farm had killed off the fish and frogs he used to catch near his family’s Montana home.

This set Trevor on the path to discovering aquaponics and becoming passionate about sustainable organic farming with minimal environmental impact.

Springworks Farm supplies many independent markets and wholesale distributors in Maine, as well as Hannaford and Whole Foods distribution centers in the Northeast. The company has been a particularly close partner with Hannaford since 2017. Beginning with direct delivery to twelve local stores, Springworks Farm is now the exclusive supplier of organic Green Leaf Lettuce to Hannaford stores across the company’s five-state region.

Springworks Farm expects to grow its total yield from more than 1 million heads of lettuce per year to two or three times that volume annually. The company also produces more than 60,000 pounds of tilapia for sale as fresh seafood. With its just-completed 40,000-square-foot greenhouse expansion, the company is positioned for significant growth in employment and impact.

Led by God. Managed by a family that cares for our customers, co-workers, and community.

Making boxes while making a difference.

Congratulations to all fellow IFOB Honorees!

And introducing the newest “member of the family”- Volk Pack, a full-service eCommerceintegrated contract packaging company located in Sanford.

Everybody Loves Boxes and They Really Love Packed Boxes!

www.volkboxes.com | 11 Morin. St., Biddeford, Maine

Institute for Family-Owned Business presents 2021 MAINE FAMILY BUSINESS AWARDS

39

THE BLUE ALPACA LLC—BELFAST Located in the heart of midcoast Maine, The Blue Alpaca LLC was established in 2014 by Ben Cowan and Michele Hutchins, a husband-and-wife team, on land purchased from Ben’s family. With lots of help from family and friends - “too long to list,” says Ben—they built two three-sided barns and fenced two pastures for their herd of six alpacas.

In 2016, they converted an existing building on the ranch into a small gift shop where they sell a wide array of alpaca products, including yarn, socks, clothing, rugs, and home decor, and even manure. They have since added a year-round retail store in downtown Belfast, participate in several agricultural fairs in Maine and New Hampshire each year, and host kiosks at the Maine Mall and Bangor Mall during the holiday season.

Their herd has grown from six to 22 and counting, and sales have steadily and exponentially increased. During the pandemic, the company focused on its online marketing presence to bolster revenue and were able to increase e-commerce sales from 5 percent to 25 percent of total sales for the year. They are on pace to have their best year yet, in terms of sales revenue, in 2021.

The Blue Alpaca shearing crew

Ben and Michele are always looking for new ways to build their business and share their love of these beautiful animals with others. This year, they began offering Alpaca Walks—a 30-minute guided tour to explore the ranch grounds while leading one of their beautiful alpacas—and Alpaca Yoga. They anticipate continuing to offer these and other experience-based services in the future. They also offer alpaca sales, boarding, and breeding options for people who wish to own their own alpacas and experience the “incredible sense of peace” these animals provide, as the company’s website notes.

THE SUNRISEGUIDE—PORTLAND The SunriseGuide has been helping Mainers expand their knowledge of sustainability across a broad spectrum of subject matters— food, health, energy, home and more—while fueling the growth of the green economy in Maine for more than 15 years. Since 2006, the company has expanded from a single publication to three distinct brands and five publications a year with a combined annual readership of over 200,000 that includes Maine residents and visitors alike. The company also produces the successful Green Home + Energy Show, a Home Energy Chats webinar series, three branded Facebook pages and two monthly e-newsletters with a loyal following of over 5,000 subscribers. This expansion across multiple platforms has led to steady growth in revenue over the last decade.

The SunriseGuide team (left to right): Heather Chandler, Raine Raynor, Cheryl Denis, Amy Paradysz, Maggie Perkins”

The company’s publications fill a niche not only locally but nationally, as evidenced by the growing number of subscriptions from people across the U.S. as well as the growing popularity of its sustainable lifestyle publications, Green & Healthy Maine Summer Guide, now in its 10th year, and the Green & Healthy Maine Winter Guide, introduced in 2020.

Owner/publisher Heather Chandler says, “We believe business can be a force for positive change. We follow a triple bottom line approach that considers the impact of business decisions on people, profit and the planet.” This includes printing only on FSC-certified, recycled papers, offsetting energy use through Maine Green Power and prioritizing Maine printers. In 2018, they were named Maine’s Womanowned Small Business of the year by the SBA. They also have an active advisory panel, comprised of some of the most respected green home professionals in Maine and the country overseeing our Green & Healthy Maine HOMES title.

Family involvement in the business includes Heather’s partner, Daniel, who helps to manage distribution and serves as a sounding board and Heather’s mother, Jayne—now retired—worked on the sales team in the company’s early days.

H O N E ST R E L AT I O NS H I P S .

G R E AT P E O P L E. CO M M U N I T Y F O C US ED. Q UAL I T Y CO N S T RUC T I O N .

FREEPORT, ME 04032 | P : 207.865.9925 ZACHAUCONSTRUCTION.COM

Institute for Family-Owned Business presents 2021 MAINE FAMILY BUSINESS AWARDS

41

VOLK PACKAGING—BIDDEFORD launched VolkPack, a new division based in Sanford offering fulfillment services to businesses without warehouse space or staff to pick, pack and ship orders. This service emerged during the pandemic to repackage medical supplies for a customer, and helped the company maintain its record of steady growth during a year that was devastating to many businesses. Incredibly, Volk added workers and kept their facility completely COVID-free throughout 2020.

Derek Volk, CEO of Volk Packaging Corporation

Volk Packaging is a third-generation business producing corrugated packaging and offering fulfillment services to customers across New England and the Canadian Maritimes.

Founded by father and son Benjamin and Kenneth Volk in 1967, the company is now owned and led by Kenneth’s son Derek, who is CEO. Ken, along with Derek’s uncle, Douglas, remain involved as advisors. Derek’s wife, Amy, is Director of Communications and Public Relations and serves on the management team.

Volk Packaging has survived and thrived by being unafraid to try new things or offer value-added benefits to customers. They recently

Volk fosters a “work hard, play hard” attitude for its team, sponsoring many company-wide lunches, barbecues, contests, drawings, and celebrations throughout the year. Employees are entrusted and empowered to make decisions in the best interests of the company.

Derek learned from his father and grandfather how important it is to hire the best people possible, and then give them the freedom to manage independently.

Volk’s customer service is unparalleled. Just one example: Volk once shut down its plant so workers could help sandbag a customer’s facility next to an overflowing river. Volk donates to and supports many, many community programs and organizations every year, typically donating about $100,000 annually. Their generosity extends to countless nonprofits, especially those supporting veterans and youth. They are proud to make and distribute beautifully printed Veterans Boxes, free of charge, so veterans’ homes can respectfully return the personal effects of deceased veterans to their loved ones.

ZACHAU CONSTRUCTION—FREEPORT Zachau Construction was founded by Earle Zachau in 1969. In 1989, after graduating from the University of Maine with a B.S. in accounting and finance, Earle’s son, Jeff, joined the company and has slowly led Zachau’s transition from residential building to one of Southern Maine’s leading construction management companies.

Since 1989, company sales have grown exponentially and steadily, and the company’s direct staff has gone from six to 40. There are over 200 workers, including subcontractors, on Zachau job sites daily. 2020 was Zachau’s best year ever, with a major component being their nonprofit work. They also have maintained their record of zero litigation in their 52 year history.

Additionally, Zachau Construction has helped advance the use of cross-laminated timber (CLT)—a solid engineer wood panel that offers design flexibility and low environmental impact—in Maine, incorporating it into three local projects. The company is currently constructing a large multi-family housing project to meet Passive House, the world’s leading standard for energy efficient construction. In addition, Zachau Construction has added solar to their own office. Zachau Construction is passionate about sustainable building, and hopes to continue pushing the construction industry forward.

Spanning three generations, each family member brings a unique set of strengths to the company. Earle is a builder; Jeff, current president, is a business mind with financial and business training; Charlie, Jeff’s son, is an engineer. They are friends and work well together. They can approach problem solving from different angles, respecting, and listening to one another.

Zachau Construction has emerged as a leader in sustainable building. They recently completed the Ecology School of Maine, which took on the Living Building Challenge, considered one of the most rigorous green building standards in the world. Zachau also completed Hospice of Southern Maine’s new headquarters in Scarborough, using solar and geothermal systems to supply 100 percent of the building’s energy needs with clean energy.

Left to right: Jeff Zachau, President , Charlie Zachau, Project Engineer, Earle Zachau, Founder and Consultant

Institute for Family-Owned Business presents 2021 MAINE FAMILY BUSINESS AWARDS

We are proud to support the

Institute for Family-Owned Business With practical knowledge and uncommon expertise, our bankers address your financial needs with solutions that matter to you.

Let’s Talk.

Patricia L. Camello SVP, Sr. Commercial Relationship Manager 207.828.3098 patricia.camello@peoples.com

©2021 People’s United Bank, N.A. | Member FDIC

43

Welcome to a world away.

Here, among a growing population of friendly neighbors, you’ll find the privacy you cherish, the ease of maintenance-free living and the freedom to design and customize the house of your dreams on the lot of your choice. All of that and the security of being part of OceanView at Falmouth, a family-owned, full-service retirement community offering supportive services and every lifestyle amenity you can imagine.

Cumberland Crossing proudly offers you to be among the first to view our next phase of exceptional retirement living cottages.

Please contact us to schedule a tour: 207-781-4460 or info@cumberlandcrossingrc.com

It’s a world away.

Cumberland, ME

cumberlandcrossingrc.com

time of your life!

It’s the

Family owned, with a proud 30+ year history of excellence in sustainable retirement living, OceanView at Falmouth is just minutes from Portland. Offering an independent, active lifestyle on 80 beautifully wooded acres, you can enjoy maintenance-free living in a wide variety of cottages and apartments, with peace of mind for the future.

For more information visit our website or call today.

207-781-4460 or oceanviewrc.com

20 Blueberry Lane, Falmouth, ME 04105

oceanviewrc.com

Institute for Family-Owned Business presents 2021 MAINE FAMILY BUSINESS AWARDS

45

47

Institute for Family-Owned Business presents 2021 MAINE FAMILY BUSINESS AWARDS

A family-owned business since 1954

The Magazine of Maine since 1954

The ultimate Maine vacation experience

Maine real estate, architecture, and design

D O W N E A S T.C O M

A D V E N T U R E S . D O W N E A S T.C O M

M A I N E H O M E S .C O M

MORE THAN A MAGAZINE

Invested in our

neighbors.

Proud to support the Institute for Family-Owned Business For You 24/7: 1-800-860-8821 | CamdenNational.com

Bill and Peter Sowles Congratulate the 2021 2019 Finalists of the Maine Family Business Awards ALWAYS RIGHT AT MORONG! U.S. ROUTE 1, FALMOUTH, ME • 781-4020 • 800-356-4020

morongvw.com

Institute for Family-Owned Business presents 2021 MAINE FAMILY BUSINESS AWARDS

WWW.THOSMOSER.COM | 72 WRIGHT’S LANDING AUBURN, ME 04210 | PHONE: 207-784-3332

Verrill proudly supports the

Maine Family Business Awards We congratulate tonight’s award winners. verrill-law.com

49

BORN you

Institute for Family-Owned Business presents 2021 MAINE FAMILY BUSINESS AWARDS

A Community Built By

our Maine neighbors IS WORTH BELIEVING IN

Gorham Savings Bank is proud to support the Institute for Family-Owned Business.

Congratulations to the 2021 Maine Family Business Award recipients!

Member FDIC |

Equal Housing Lender | GorhamSavings.bank

TAX | ASSURANCE | ADVISORY

Proudly Supports

The Institute for Family-Owned Business Congratulations to the 2021 Maine Family Business award recipients!

MAINE | MASSACHUSETTS | NEW HAMPSHIRE bnncpa.com

51

2021 CIRCLE of FRIENDS SPONSORS

Institute for Family-Owned Business presents 2021 MAINE FAMILY BUSINESS AWARDS

53

Congratulations Finalists!

Proud supporters of the

Proudly Supporting the

Institute for Family Owned Business

capozzaflooring.com · 1.800.420.TILE

|

oldporttile.com · 207-775-2238

A Family-Owned Maine Company Dedicated to Excellence

2021

Maine Family Business Awards

50 varieties of apples!

19 Blanchard Road Cumberland Center, ME 04021 207-829-6599

Congratulations to the Award Finalists!

Legacy Properties Sotheby’s International Realty proudly supports Maine family-owned business.

A legacy of real estate.

A mastery of real estate marketing.

Nothing compares.

207.780.8900 | legacysir.com

1 Company - 6 Offices - 80+ Agents - Endless Possibilities

Celebrating the vision and

Congratulations to all of the 2021 maine family business award winners. wymans.com @wymansfruit

entrepreneurial spirit that drives Maine’s family businesses

Southern Maine's Most Respected General Contractor HARDYPOND.COM 207-797-6066

55

Institute for Family-Owned Business presents 2021 MAINE FAMILY BUSINESS AWARDS

What if we could create an organization where everybody led?

Where every voice felt heard, respected, valued, trusted, and empowered?

ENGAGED. EMPOWERED. TEAM HANCOCK. Established in 1848, we are a seventh-generation, family-owned company who is passionate about its people-first and values driven culture. Led by our 600 employees, Team Hancock is a multi-year recipient of the ‘Best Place to Work in Maine’ award.

Innovation since 1835

www.husseyseating.com

Supporting Family-Owned Business Since 1899

What Can Messer Build For You? MESSER TRUCK EQUIPMENT 170 WARREN AVE WESTBROOK, ME 04092 207-854-9751

is an independent and family owned and operated franchisee network of the DunkinBrandssystem with over 95 locations in Maine, New Hampshire and New York. Please visit our website to learn more about us!

www.WolakGroup.com

Optimism matters more than ever.

Local business matters more than ever.

Supporting the people around us is more important than ever. You and your business belong here, so we’re committed to helping your business succeed. Tell us what you need and how we can help.

Bangor.com/MainStreetBanking

Member FDIC

MAIN STREET BANKING BUSINESS & PERSONAL LENDING

BUSINESS & PERSONAL LENDING MERCHANT SERVICES MERCHANT SERVICES | BANGOR PAYROLL® ® BANGOR PAYROLL CASH MANAGEMENT LOCAL® | BUOY

CASH MANAGEMENT

Bangor.com/MainStreetBanking BUOY LOCAL®

100 years of KINDNESS. Goodness. celebrating

maineness.

Congratulations to our dear friend Harry!

For 100 years, we’ve had the great fortune of supporting local family farms while providing the best dairy to the people of Maine and beyond. Thank you for helping make this a great century. We’re excited to make the next one even better. Here’s to 100 more years of the natural goodness of Maine.

FIND OUT HOW WE’RE CELEBRATING ALL YEAR LONG AT OAKHURSTDAIRY.COM.

Construction, municipal, forestry & agricultural equipment dealer serving ME, NH, VT and upstate NY

www.beauregardequip.com

Institute for Family-Owned Business presents 2021 MAINE FAMILY BUSINESS AWARDS

57

UPCOMING PROGRAMS Join us for one or all of our upcoming open programs for 2021! Free for members and a nominal fee for future members i.e., non-members. Learn from our experts, including our family-owned businesses, network and experience the magic of the IFOB! Fun & Function Program: Equality 2.0 – Has Covid19 Balanced the Gender Scales?

Thursday, October 21 | 4:00 – 6:00 p.m. – in-person The Woodlands Club, 39 Woods Road, Falmouth Free for IFOB members | $35 for non-members Following a successful panel in 2020, we’re bringing this program back and include our male counterparts. Panelists: • Joan Fortin, CEO, Bernstein Shur • Sarah Halpin, Partner, Back Cove Financial • Erin Clymer Lessard, Owner, Lessard Consulting • Dayton Benway, Managing Principal, Baker Newman Noyes We’ll discuss what’s changed, progressed, or if we’ve taken steps back in our chase for equality in the workplace. Sponsored by: Baker Newman Noyes and OSC Web Design Next Gen Peer Advisory Group Open Recruitment Event for 2022 Peer Groups Wednesday, November 3 |3:00 – 5:00 p.m. – in-person The Woodlands Club, 39 Woods Road, Falmouth Free for IFOB members | $35 for non-members We’ll hear from current Next Gens, and see how these groups have helped them professionally and personally in running their businesses. Have some fun and learn more about joining these groups for 2022! Sponsored by: Harvard Pilgrim Health Care, Masthead and OSC Web Design Legal Lunches Series: Workin’ for the Weekend: Team Safety – Including Wage & Hour, OSHA, and Worker’s Comp in a Post-Covid World - a 1-hour, virtual discussion with a legal representative and a familyowned business Wednesday, November 10 |12:00 – 1:00 p.m. - Zoom Free for IFOB members | $15 for non-members Presenters: John Cronan, Associate and Laura Rideout, Partner, PretiFlaherty and Mike Davis, President / Owner,

IRC Industrial Roofing Companies. Sponsored by: PretiFlaherty and Mainebiz How To’s for the Family Business: Succession Planning Program Thursday, November 18 |8:30 – 10:00 a.m.- Zoom Free for IFOB members | $15 for non-members Join Kevin Haley, Attorney, Brann & Isaacson as he shares insights into Best Practices for Succession Planning with a prominent family-owned business.

Sponsored by: The Breakwater Group, Maine HR Convention, Mainebiz, OSC Web Design and Manufacturers Association of Maine Legal Lunches Series: People are People: The Most Challenging Employee Personas and How to Manage Them - a 1-hour, virtual discussion with a legal representative and a family-owned business Thursday, December 2 |12:00 – 1:00 p.m. - Zoom Free for IFOB members | $15 for non-members Presenters: presented by Laura Rideout, Partner, PretiFlaherty and Deborah Whitworth, SPHR, SHRM-SCP, Owner & CEO, HR Studio Group, LLC. Sponsored by: PretiFlaherty and Mainebiz Holiday Party Wednesday, December 8 |5:00 – 7:00 p.m.- in-person The Woodlands Club, 39 Woods Road, Falmouth Free for IFOB members | $35 for non-members Join the Board of Directors, Advisory Board, Catherine Wygant Fossett, the Executive Director, Brooke Stewart, the Director of Communications and Andrea Parker Michaud, the Marketing & Sales Coordinator for an evening of appreciation for your support and commitment to the IFOB. We’ll mingle and jingle with delicious hors d’oeuvres, beverages, and a cash bar. Sponsored

by Founding Sponsors: Verrill, BerryDunn, MEMIC, TD Bank, Clark Insurance, Great Diamond Partners

Exceptional family businesses keep Maine’s economy strong.

Congratulations to the 2021 Nominees!

207-797-0147 wordsatwork.us

MAINE FAMILY BUSINESS AWARDS

CONGRATULATIONS

Another way we make banking better...

TO ALL THE MAINE FAMILY BUSINESS AWARDS NOMINEES AND RECIPIENTS!

Androscoggin is now B Corp™ certified.

We’re committed to delivering as much value as possible to you while creating stro

WE THANK YOU FOR ALL THE WORK YOU DO TO HELP OUR COMMUNITIES THRIVE more equitable communities and a healthier environment. Learn more about w AND THE INSPIRATION YOU PROVIDE TO FUTURE GENERATIONS. this means for you at www.AndroscogginBank.com/jointhemovement.

Join the movement.

800-966-9172 | AndroscogginBank.com/jointhemovement

Institute for Family-Owned Business presents 2021 MAINE FAMILY BUSINESS AWARDS

Lee Auto Malls is proud to support the MAINE FAMILY BUSINESS AWARDS From one family business to another, congratulations to all the Award Finalists and the Institute for Family-Owned Business!

Family owned and operated since 1936.

59

C

The Cote Corporation

Crane���������� Services • Millwright Machinery Moving • Trucking • Warehousing Cranes up to 300 Ton Capacity • Tip Height ���’

DEDICATED TO EXCELLENCE!

www.cotecrane.com • 800-696-6282 2980 Hotel Road, Auburn, Maine 04210

Institute for Family-Owned Business presents 2021 MAINE FAMILY BUSINESS AWARDS

HaPiness is having a partner along for the ride Harvard Pilgrim is proud to support the Maine Family Business Awards!

harvardpilgrim.org

61

Full-service event production tailored to any size audience (207) 699-0115 | 176 Innovation Way, Scarborough, ME | avtechnik.com

Strengthening our Communities.

One hundred and twelve years ago, Dead River Company established its roots in Maine, and today continues to be guided by our principles of caring for the community. We believe that giving back means taking an active role in helping to enhance the quality of life in the places we serve.

Dead River Company congratulates all the semi-finalists, finalists and winners of the Maine Family Business Awards and recognizes that through your leadership communities are being strengthened.

www.deadriver.com

Institute for Family-Owned Business presents 2021 MAINE FAMILY BUSINESS AWARDS

63

FO CUS HOSPITA L I TY / TO UR I S M

$2.00

June 29, 2020 VO L . X X V I N O. X I V

www.mainebiz.biz

OUT $2.00

June 29, 2020 VO L . X X V I N O. X I V

www.mainebiz.biz

Looking to salvage the lodging season, these inns took their dining outside S TA R T I N G O N PAG E 1 2

F O C U S H O S P I TA L I T Y / TO U R I S M

F U L L C O N T E N T S O N PAG E 4

Looking to salvage the lodging season, these inns took their dining outside S TA R T I N G O N PAG E 1 2

Looking to salvage the lodging season, these inns took their dining outside

Access Maine’s source for business news Inform. Engage. Connect.

WWW.MAINEBIZ.BIZ

Institute for Family-Owned Business presents 2021 MAINE FAMILY BUSINESS AWARDS

OUR FAMILY WELCOMES YOURS Holiday Inn By the Bay is proudly part of Lafayette Hotels, a Maine-owned family company.

Sit back, relax, and let us take care of all your needs.

Carla and Danny Lafayette, a couple from Hampden, Maine established their family-owned hotel group in 1982. It now comprises of 22 locations in Maine, and 4 in New Hampshire.

Lafayette Hotels currently has 25 family members working in the business!

HOLIDAY INN BY THE BAY 88 SPRING STREET PORTLAND, MAINE

innbythebay.com

▪ 207-775-2311

65

From 2 employees to 820, in 4 generations

In 1953, Skip Hammond started Hammond Lumber Company with his wife, Verna.

His philosophy was to “saw straight, talk

Auburn • Bangor • Bar Harbor • Belfast • Belgrade Blue Hill • Boothbay Harbor • Brunswick • Bucksport Calais • Camden • Cherryfield • Damariscotta Ellsworth • Fairfield • Farmington • Greenville Machias • Portland • Rockland • Skowhegan

straight, and do more for the customer than the guy down the road.” Since then, Hammond Lumber Company has grown into Maine’s largest independent lumber and building material supplier—with 21 locations around the state and more than 820 employees. We thank all of those employees, customers old and new, and our trusted vendors for helping us get where we are today.

HammondLumber.com

Congratulations to the 2021 Maine Family Business Award Winners!

Institute for Family-Owned Business presents 2021 MAINE FAMILY BUSINESS AWARDS

NEED HR ANSWERS? MaineHRconvention.com May 10-12, 2022 Samoset Resort Rockport, Maine

67

CONGRATULATIONS 2021 MFBA Finalists!

Transactional Communications

Document Outsourcing

Marketing Communications

Fulfillment Distribution

thinkdmm.com Corporate Headquarters • 44 Manson Libby Road • Scarborough, ME 04074

Business formation and succession Commercial transactions and litigation

Innovative players on a global stage Trusted advisors to our local community

Estate planning and probate Labor and employment Municipal and school Online and multi-channel marketing Real estate Trademark and copyright protection

184 Main Street Lewiston, Maine (207) 786-3566 www.brannlaw.com

69

Institute for Family-Owned Business presents 2021 MAINE FAMILY BUSINESS AWARDS

THANK YOU The Maine Family Business Awards thanks these fine people and businesses who have contributed their time and energy to make tonight a success.

2019 MFBA winners

IFOB Storytelling Video Series

Coming Soon!

Maddy Corson

Joe Corey

Erin Ovalle

Chris Wasileski

Fred Forsley

Keith Citrine

Paula Mahony

Daniel Willis

Catherine Duranceau

Rhonda Wanser

Reuben Bell

Michael Bourque

Shae-Li Fendler

Kevin Hancock

Lindsay Skilling

Mary Rose Whittaker

Dottie Chalmers Cutter

Angie Helton

Dave Ciullo

LeAnna Grosso

Jacques Santucci

Brooke Stewart

Joe Capozza Jean Ginn Marvin

Andrea Parker Michaud

Colleen McCracken

Roxana Brezeanu

Betty Olson

Denise D’Amboise

Maureen Wedge

Noelle Castle

Anne Hussey

Keith Young

Cari Karonis

Theresa Cloutier

Jeff Trent

Todd McLellan

PROGRAM Editorial: Angie Helton, Catherine Wygant Fossett & Brooke Stewart Design: LeAnna Grosso Printing: DMM, Inc. Coordination: Brooke Stewart and Andrea Parker Michaud

DAY’S CONGRATULATES ALL FINALISTS AND EXTENDS OUR DEEPEST THANKS TO ALL OF OUR SUPPORTERS.

Standing the Test of Time Grand opening of Day’s Jewelers in Westbrook, Maine. After WWII, Day’s Jewelers opened several stores and grew to a 22 store chain located in New Hampshire, Maine and Vermont.

Circa 1946 Sidney and David Davidson. The brothers founded Day’s Jewelers in 1914 along with their brother Herman and their father Harry.

Jeff Corey, Kathy Corey and David Davidson when the Corey’s purchased Day’s Jewelers from the Davidson brothers in 1988.

Kathy (center) and Jeff (left) Corey purchased Day’s Jewelers in 1988 from the Davidson brothers who founded the company in 1914. Their son Joe Corey (right) began working in the stores with his Mom and Dad at age 6. In 2021, Joe was hired as President of Day’s Jewelers.

Day’s employees express pride in being selected among Best Places to Work in Maine. The award is presented each year sponsored by Maine Department of Labor and Maine State Chamber of Commerce.

Family Owned Since 1914 www.daysjewelers.com

PO Box 3364 • Portland, ME 04104 • fambusiness.org • 207-798-2667