CohnReznick LLP is one of the top accounting, tax, and advisory firms in the United States, combining the deep resources of a national firm with the hands-on, agile approach that today's dynamic business environment demands. With diverse industry expertise, the Firm provides companies with insight and experience to help them break through and seize growth opportunities.

The Firm, with origins dating back to 1919, is headquartered in New York, NY with 2,700 employees in offices nationwide. CohnReznick is a member of Nexia International, a global network of independent accountancy, tax, and business advisors. For more information, visit www.cohnreznick.com.

Citrin Cooperman is among the largest, full-service assurance, tax, and business advisory firms in the United States, having steadily built its business serving a diverse and loyal clientele since 1979. Our daily mission is to help our clients “focus on what counts.” Rooted in our core values, we provide a comprehensive, integrated business approach to traditional services, which includes proactive insights throughout the lifecycle of our clients; wherever they do business, across the globe. Citrin Cooperman has deep experience in a variety of industries, including entertainment, financial services, franchising, health care, hospitality, private equity, real estate, and technology. Citrin Cooperman is an independent member firm of Moore North America, which is itself a regional member of Moore Global Network Limited (MGNL). All the firms in MGNL are independent entities, owned and managed in each location. Their membership in, or association with, Moore Global Network Limited should not be construed as constituting or implying any partnership between them.

Benesch is an AmLaw 200 business law firm and limited liability partnership with offices in Chicago, Cleveland, Columbus, Hackensack, San Francisco, Shanghai and Wilmington. The firm is known for providing highly sophisticated legal services to national and international clients that include public and private, middle market and emerging companies, as well as private equity funds, entrepreneurs, and not-for-profit organizations.

Star Mountain Capital, founded in 2010 by Brett Hickey, is a specialized asset management firm focused exclusively on the large and fragmented U.S. lower middle-market. Backed by some of the world’s most sophisticated institutional and high-net-worth investors, Star Mountain has developed a unique and proprietary platform to provide investors with highly diversified access to the attractive risk-reward opportunities available from established businesses that are not large enough to access the more efficient U.S. capital markets.

Star Mountain has a specialized platform, with the option for investors to access low-cost, fixed-rate U.S. government leverage through the SBIC program.

With over 40+ full-time team members and over 35 strategic operating partners and senior advisors, Star Mountain has one of the deepest benches of specialized investment professionals focused exclusively on the lower middle-market. Star Mountain’s team combines the best practices gained from leading large institutional investment firms together with the experience of building and managing small business investment platforms.

Star Mountain’s unique platform enjoys local relationships across the U.S. to help source, analyze, and manage high quality lower middle-market investments in an efficient, institutional manner.

Star Mountain’s fundamental beliefs include:

• Building long-term, trusted relationships. Many of Star Mountain’s investors are people who have worked with and known the team for decades.
• Providing a high degree of transparency and actively communicating with investors.
• Being highly aligned with meaningful personal capital invested alongside investors and committed to achieving attractive investment returns.
• Building a strong culture and brand that attracts top quality employees, investors and business partners to generate superior long-term, sustainable results.

Please click here to contact us and to learn more about Star Mountain.

Alliances and Networks

Founded in 1965, Lippes Mathias is a full service law firm with more than 135 attorneys,and a substantial focus on higher value counsel for middle market M&A, private equity,and financing transactions.  The firm has offices in New York (Buffalo, Rochester, Albany,and NYC); Washington, D.C.; Jacksonville, Florida; and outside Toronto (Canada).  On thetransactions side, our team represents a diverse group of private equity and private debtfunds, independent sponsors, middle market companies, investors, and family officesthrough all phases of their deals.  The firm itself (and many of our practitioners) are highlyranked in a number of independent legal surveys, including Chambers USA: Best Lawyers(Fund Formation and M&A Transactions), The Best Lawyers in America©, and Upstate New York SuperLawyers® .  We are also very experienced in tax structuring, including around QSBS andQOZ.

Verivend is the payments platform built for private capital that is revolutionizing the way capital moves. Verivend makes the movement of funds effortless and saves time on every deal by allowing firms and their LPs to transact securely and instantly issue and receive capital calls and distribution payments from anywhere, on any device. No more waiting for checks, managing wires, manual reconciliation, or following up on outstanding capital commitments. Take the pain and manual processes out of moving your capital with Verivend – the way to painlessly, paperlessly, and effortlessly raise and deploy capital.

A market diligence consulting firm should listen carefully, ask smart questions, and take a rigorous approach to discover the information clients really need. Not sugar-coated, not broad brush, not what you already know or can’t use. Rather, the consulting firm should provide insightful facts, thorough analysis, and rock-solid advice. At Actel, our research methods, proprietary sources, and professional passion drive a truly unique, robust service. We dig deep – and then even deeper — to uncover precise, timely facts and then offer pragmatic guidance to help you make more confident business decisions.

Our company was founded in 1989 as “Bassich & Associates.” Over the next three decades, we perfected the art of primary research and strategic partnerships. In 2021, we rebranded as “Actel” to more clearly express our mission and mantra – “actionable intelligence.” Today and going forward, Actel Advisory Group continues to add value and have impact by informing, supporting and advising our clients on achieving ideal outcomes.

Company Website

https://actelag.com/

At Burns & Levinson, we practice law differently. While our attorneys agree that results drive our business, building relationships with our clients and providing value added service is the key to our success. We work hard to provide the legal experience and industry knowledge you need, as well as the personal attention you deserve - adding value to your life and the life of your business. Your personal and business success is our top priority. So whatever your legal need, consider it done.

As a Boston-based firm with more than 125 attorneys, we are large enough to represent clients in complex and sophisticated matters, yet small enough to be very responsive, providing direct partner-level, proactive advice.

Our attorneys are experienced and extremely motivated. They're willing to go beyond their traditional role and do whatever it takes to get results. No matter what your legal need, we've got you covered.

Here are a few examples of how we get things done:

• Act as your legal counsel and business advisor
• Provide strategic solutions for your legal issues
• Understand your business and industry
• Think globally, looking at the full picture, not just the matter at hand
• Advise our individual clients in their personal lives
• Identify how personal decisions may affect other matters including your business
• Go the extra mile to help our clients find the resources and make the connections they need to make the deal happen
• Provide access to an integrated team of knowledgeable and experienced attorneys
• Keep clients informed of important changes in the law
• Offer prompt responses and personal attention from senior partners
• An entrepreneurial spirit and results-driven attitude

practices

Our core areas of practice are Business Law, Business Litigation and Dispute Resolution, Intellectual Property, Real Estate and Private Client legal services, which include all related services from general corporate, intellectual property (including patents), employment, finance, securities, private equity, venture capital, real estate to tax, mediation, litigation, divorce, family law, trusts and estate planning and administration.

our method and culture

Burns & Levinson understands that each client has unique needs. We provide a team approach by utilizing all the talent available within our firm and partnering with others to meet our clients' needs. Our attorneys are client-centered and focused on more than just the matter at hand - they are business advisors who think globally. They want to know about your business and legal matter and how they can best support it. This is how they add extra value beyond the legal work.

Our entrepreneurial culture provides a sense of independence, while offering a team approach to support our attorneys' efforts and our clients' endeavors.

our clients

We represent dynamic, growth-oriented businesses, privately and publicly held companies, universities, institutions and individuals primarily located in the northeast.

Our clients are in various industries from traditional manufacturing and service businesses, high-technology and life sciences companies, and emerging companies to scientists, entrepreneurs and international-based companies.

our commitment to service

We pride ourselves on value-added service. The firm formed Burns & Levinson Asset Management (B&L Asset Management LLC d/b/a Burns & Levinson Asset Management) to provide investment advisory and portfolio management services to our clients.

our history

Our founders Thomas Burns and Larry Levinson, along with William Clancy and Robert Weinstein, established Burns & Levinson in 1960 on the principles of being accessible to clients, being responsive to their needs and ultimately providing the highest quality legal services. These principles have served our clients well. Our continued commitment to the founding principles of the firm results in an entrepreneurial approach to providing services.

In January 2006, 35 attorneys from Perkins Smith & Cohen joined our firm. The addition of these attorneys, known for their patent and intellectual property practices, with a focus on the science and technology sector, added depth and further enhanced our ability to fully service the science and technology industries.

Since then we have continued to support our clients in key areas of practice, adding talented attorneys in a variety of areas, expanding the breadth of expertise and experience to effectively serve their needs.

DealMTRX  is a company with over 100 years of collective financial market and technology experience. The team is led by people who have worked in private equity, lending and technology.  DealMTRX’s unique algorithm, Lender Discovery, empowers borrowers to find the best lender for any given situation, helps with the capital markets process from end to end and helps small teams keep track of data. From a lender’s standpoint, the platform helps them enhance and expand their relationships. DealMTRX helps Independent Sponsors and Lenders accelerate their transition from manual processes to simplified and highly efficient marketplace practices. The platform’s approach to deal-flow introduces their clients to new opportunities in debt markets and facilitates fluid, data-driven decision-making. The platform’s approach to portfolio management offers a simplified workflow yielding comprehensive results.

In an investment environment where growth and profitability are key drivers to finding value, Tax Advisors Group brings a unique solution to positively contribute to each of these variables that can improve the book value of a selling organization or identify unknown arbitrage opportunities for acquiring firms. Through proactively addressing property tax using our TAG It™ method we’ve been able to reduce annual property tax bills by 30% on average for our over 700 clients, directly contributing to profitability and improving enterprise value of privately owned organizations.  

• Over two decades providing capital preservation
• Client portfolio that spans across all industries 
• Deliver firm-level support across entire portfolios
• Designated by Forbes as one of America’s Best Tax Firms
• Achieved over $700 million in capital preservation                                                                                               

For more information, visit www.taxadvisorsgroup.com or email cmachann@taxadvisorsgroup.com

PKF O’Connor Davies, LLP is a proud member of PKF International, a global network of over 30,000 professionals in 140 countries around the world. PKF O’Connor Davies is the largest member of the network in the Americas. We provide a variety of assurance, tax and consulting services to the philanthropic, education, financial services, private equity, real estate, hospitality, consumer, industrial products and government sectors. Our services include transaction and M&A advisory services, quality of earnings, valuation, corporate finance, forensics, tax, assurance, strategic outsourcing, data security, strategy, restructuring and reorganizations, digital transformation, ESG, staffing solutions and risk management. Our firm’s size enables us to be nimble in providing services to our clients in an efficient, cost-effective manner with a high-level of service and interaction with Partners. Our leadership role in PKF International affords our clients the capabilities and reach of a global organization with the personalized relationship of a mid-sized firm.

Associated is a top 100 insurance advisory firm in the United States with a strong focus on transactional advisory throughout the M&A process. The Associated team works alongside sponsors of all sizes to offer guidance with Reps and Warranty Insurance placement, Commercial Insurance advisory, and Employee Benefits advisory. Their team of professionals work diligently to help sponsors assess risk and think strategically about a prospective investment to ensure all parties are well positioned for closing and beyond. Not only is the Associated Team very active during the due diligence phase, but they work intentionally with management teams upon closing to ensure all initiatives observed are acted upon appropriately throughout the life-cycle of the investment.

Consero Global, backed by BV Investment Partners, is the pioneer of the Finance as a Service (FaaS) category. We are disrupting the way PE and VC-backed software and business services companies setup and scale their finance department. Consero’s FaaS model combines cutting edge technology, processes, and people in a fully-managed solution to deliver precise financial visibility and improved operational scalability, plus a lower and more predictable cost structure.

Over 80% of the 300+ operating companies that we partner with are backed by blue chip private equity and venture capital investors.

Contact Consero for more information about gaining greater control of your financial operations.