Cohn Reznick 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.

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.

Sadis & Goldberg was founded in 1997 by several prominent attorneys committed to excellence in the practice of law and devoted to developing strong client relationships. The outstanding talent of its attorneys and the intimacy of their relationships with the clients is still the heart of the firm. The senior attorneys are comprised of former SEC enforcement lawyers and seasoned attorneys who started their careers in major law firms. All have vast levels of training and proven track records of professionalism, skill and diligence.

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.

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.

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 the transactions side, our team represents a diverse group of private equity and private debt funds, independent sponsors, middle market companies, investors, and family offices through all phases of their deals.  The firm itself (and many of our practitioners) are highly ranked 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 Super Lawyers® .  We are also very experienced in tax structuring, including around QSBS and QOZ.  

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 60+ full-time team members and over 40+ 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.

With 34 offices around the globe, we are committed to providing the highest quality legal counsel combined with the utmost in client service – across state and national borders – in a seamless, cost-effective manner. This level of legal guidance, combined with our interdisciplinary structure and the firm’s global network, is your assurance of high-quality resources when and where you need them.

 Our lawyers are consistently recognized as leaders in the legal profession, earning accolades for service, responsiveness, results and pro bono commitment. Our approach enables us to be highly responsive with proactive, innovative strategies that help to create opportunities and transform your needs and goals into successes, agile with extensive industry-relevant knowledge, enabling us to provide comprehensive counsel – not just legal advice in a business vacuum, and connected to the latest industry trends and related business issues, making significant investments to stay abreast of the issues that are most important to our clients.

 Our mission is to provide seamless, efficient client-centric services over a wide range of industries. Collaboration across practices and offices, along with highly focused management of matters and cases, enables us to deliver dynamic legal support, regardless of location

 Every action we take is based on providing dedicated service with the most thorough knowledge and experience for each particular client need – whether it is a matter or transaction that can be resolved quickly, or a complex national or international dispute involving a broad range of legal services reaching across jurisdictions and borders.

The Virtus Private Capital Insurance Practice (PCIP) and M&A Group leverages the insurance experience of its people along with multi-year relationships with private capital firms to deliver extraordinary results. We win and grow relationships through the engagement of our professionals in deal activity, our insurance experience and knowledge, and managing projects with clear communication and expectations.

We simplify the insurance aspect of the M&A process and provide adjudication of your deal’s risk management characteristics. Our services span all M&A-related and pre/post-close needs including diligence work, portfolio value creation, and ongoing consulting work for complex/unique deals.

ECA is a specialized project staffing and executive search firm focused on private equity and PE portfolio companies. ECA provides value-creation talent solutions for strategy, finance, and operations.

Trident and its network are made up of diverse professionals who bring a unique mix of investing acumen, proprietary technology, and operational expertise to direct private equity investing, all with a commitment to exceptional returns for investors and positive social outcomes for underserved communities.

UnitedHealthcare is an operating division of UnitedHealth Group® – the largest single health carrier in the United States. With the nation's largest proprietary network, portfolio companies and their employees can choose from more than 1.6M physicians and health care professionals and over 6,100 hospitals.  At UnitedHealthcare, we're committed to delivering health care solutions that meet the unique needs of Private Equity firms and portfolio companies. The dedicated Private Equity team understands the complex and diverse landscape, offering customized purchasing arrangements to bring the value of an aggregated purchasing model to your portfolio companies while still allowing them to choose the funding arrangement and plan design that meets the needs of their business.

Insperity’s goal is to help organizations find a way to make their people strategy benefit their business strategy. We know that people can be the greatest value – and risk – to the success of an M&A transaction. Insperity helps prepare organizations for the process and sees them through it. A trusted advisor to America’s best businesses since 1986, Insperity provides human resource services and technology designed to help companies minimize risk and maximize profitability. Along with insight from its Business Performance Advisors, Insperity provides the most comprehensive suite of HR products and services available in the marketplace.  With 2021 revenues of $5 billion and more than 80 offices throughout the U.S., Insperity is currently making a difference in thousands of businesses and communities nationwide. 

Built on a 100+ year foundation of legal service, Ice Miller LLP is committed to helping our clients stay ahead of a changing world.

Our diverse client base ranges from start-ups to Fortune 500 companies and from governmental entities to educational organizations and pension funds. Our clients span the business economy from service to industrial to tech. In the non-profit sector our experience includes work with charitable, fiduciary, educational and governmental entities. Our attorneys strive to develop a deep understanding of each client's needs in order to help them build, grow and protect their most valued assets.
 
Ice Miller's clients are often economic and community drivers. Many are leaders in their fields and sectors. We work collaboratively with them to achieve their goals. To do that, we offer our greatest strength: our people. Ice Miller is a talent mosaic with the ability to bring the exact legal skills needed for specific projects from the routine to the complex. Every professional at Ice Miller is fully and deeply committed to providing our clients with innovative, responsive, relevant and cost-effective solutions.

STNL Advisors is a real estate consulting group that specializes in unlocking hidden value related to leasehold and fee-owned real estate assets. We provide private equity firms with the ability to reduce acquisition multiples and immediately increase EBITDA. We also work directly with portfolio companies on lease negotiating, restructuring, and repositioning services targeted towards improving liquidity to grow core businesses, improve cash flow and borrowing capacity, and create long-term operational efficiency, whether on a single-asset or portfolio-wide basis. With 21 years of operating history, STNL has a track record of closing over $18.5 Billion in sale leaseback and over $750 Million secured through rent relief and landlord contributions.

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.

Peninsula Capital Partners is an investment company specializing in providing junior capital, including subordinated debt, preferred stock or common stock, either as a minority or control investor, to superior middle-market companies. We have raised seven investment partnerships totaling approximately $2.0 billion of committed capital, from which we have made over 140 investments in a wide range of industries, including among others aerospace, manufacturing, information technology, industrial and professional service, consumer products, retail, food and distribution concerns.

Founded in 1995, the Company is today owned entirely by its founders and senior management team members. Major investors include state and corporate pension funds, insurance companies, banks, funds-of-funds and wealth management firms. As our first six investment partnerships have been completely committed, we are currently focused on investing the committed capital in our seventh limited partnership.

Sometimes you need a lawyer to help your company respond to a specific claim or a matter that threatens your company’s ability to operate productively.  Sometimes you need an attorney to help identify and navigate the potential legal issues that arise in your day-to-day operations.  Sometimes you need a firm capable of both.  Regardless of company size or legal need, you and your company deserve attorneys who listen, observe, learn and evaluate, then act- in other words, professional attention.

Our firm has over 20 years experience counseling clients on the management of commercial, employment, product performance, environmental and regulatory compliance risks.  Our mission for each client is to craft pragmatic, dynamic and flexible legal strategies that minimize exposure while supporting financial and operational growth for their business.  Sometimes this means employing aggression, at others, prudence and caution.  No matter what approach a particular situation calls for, cost control is always important, and the Firm never loses site of this fact in both development and deployment of the strategies and tactics used to represent our clients’ interests.  When a firm deploys legal strategies and resources creatively and pragmatically, you get professional results.

Juniper Square was founded in 2014 to bring industry participants together to make the world’s private capital markets more efficient, transparent, and accessible.

We’re empowering GPs and LPs to unlock the full potential of investment partnerships. We envision a world with radically expanded opportunities for investment and participation in all private markets.

Cozen O’Connor has more than 825 attorneys in 30 cities across two continents. We are a full-service firm with nationally recognized practices in business law, litigation, and government relations. Our national Private Equity Practice combines all the legal disciplines necessary to represent private equity funds and their sponsors and portfolio companies throughout the life cycle of a fund, including fund structuring, mergers and acquisitions, tax, ERISA, securities, FINRA regulation and compliance, bank and mezzanine financing, corporate governance, and bankruptcy.

Verivend is the Platform Powering Private Capital, and the innovation behind the way Independent Sponsors are unlocking efficiency in managing their deals and raising capital.
With Verivend, Independent Sponsors can do more with less, focus on finding and closing deals, and not spend unnecessary time managing manual back-office operations.
Verivend gives Independent Sponsors and their LPs the power to manage the entire deal lifecycle, collaborate and communicate, and securely raise and deploy capital in a seamless, frictionless experience.

Associated is one of the top privately-held insurance and risk management firms in the country. We assist businesses and individuals with their insurance needs, including property, casualty, and employee benefits, and more. Founded in 1890, our longevity in the industry provides unparalleled expertise and longstanding relationships with leading insurance carriers.

Our proven track record empowers us to anticipate insurance or risk management needs and create innovative and productive solutions, ultimately driving down costs for our clients over time.

We serve nearly 15,000 clients nationwide, small and large, for-profit and non-profit, with needs ranging from basic insurance to complex programs.

Thomas Capital Group (“TCG”), a registered broker-dealer, was founded in 1997 to assist and guide alternative investment managers worldwide in structuring funds and raising capital. Working with a select group of fund managers, TCG has helped raise billions of dollars from leading investors from around the world. TCG’s team of professionals possesses extensive placement and marketing experience, a global network of close investor relationships, and strong buy-side investment experience. We believe that this combination of skills and experience is rare in the placement industry. This expertise allows us to understand better our clients’ strategies and competitive advantages and more articulately communicate these attributes to the right investors. As an independent boutique placement firm with offices on both coasts and global distribution, we are able to tailor a value-added sales process for our clients and introduce them to appropriate investors. We prefer to participate early in each fund’s development, enabling us to contribute substantially to the structuring and pre-marketing phases that are essential to a successful offering. Our objective is to help our clients establish long-term, multi-fund relationships with investors. Consequently, we invest the necessary time and resources to ascertain the correct structure and market positioning for our clients’ funds. Likewise, we invest significant time with investors to understand their portfolios and investment strategies. Our culture and style is highly collaborative and team-oriented. Our entire process is geared toward goal alignment among all parties involved.

Omega Systems is a leading managed service provider (MSP) and managed security service provider (MSSP) to mid-market organizations across a wide array of industries including banking, asset management and financial services. Our cloud, cybersecurity, compliance and managed IT services are expertly designed to help highly regulated and security-conscious businesses ensure they have the necessary tools and support to enable premier performance, safeguard critical information and navigate the complexities of the modern world.

Plante Moran is among the nation's largest accounting, tax, consulting, and wealth management firms and provides a full line of services to organizations in the following industries: manufacturing and distribution, financial services, service, healthcare, private equity, public sector, real estate, construction, and energy. Plante Moran has a staff of more than 3500 professionals throughout the United States with international offices in Shanghai, China; Mumbai, India; Tokyo, Japan; and Monterrey, Mexico. Plante Moran has been recognized by a number of organizations, including Fortune magazine, as one of the country's best places to work.

TriNet is a professional employer organization, or PEO, that provides small and medium-size businesses (SMBs) with full-service HR solutions tailored by industry. To free SMBs from HR complexities, TriNet offers access to human capital expertise, benefits, risk mitigation and compliance, payroll and real-time technology. From Main Street to Wall Street, TriNet empowers SMBs to focus on what matters most—growing their business.

Global Risk Community is a thriving community of risk managers and associated service providers. Our purpose is to foster business, networking and educational explorations among members. Our goal is to be the world's premier Risk forum and contribute to a better understanding of the complex world of risk.

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