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 the brand under which Citrin Cooperman & Company, LLP, a licensed independent CPA firm, and Citrin Cooperman Advisors LLC serve clients’ business needs. The two firms operate as separate legal entities in an alternative practice structure. Citrin Cooperman is an independent member of Moore North America, which is itself a regional member of Moore Global Network Limited (MGNL). Any conclusions reached in this e-mail or any of its attachments are based on stated facts and current tax law. Any change in facts or current tax law can have a significant impact on the conclusions reached.

Founded in Detroit in 1995, Peninsula Capital Partners was a pioneer and remains a market leader in providing customized, structured-capital funding solutions for a wide variety of middle-market transactions, including independent sponsor deals, management buyouts and leveraged recapitalization.

We have raised approximately $2.0 billion across seven partnerships and closed over 140 platform transactions plus scores more add-on acquisitions, as either a minority or majority investor, and as either a deal participant or a transaction sponsor depending upon the situation.

 

Trident is an equity capital partner focused on investing in US-based small businesses. Trident exclusively partners with Independent Sponsor Operating Partners (ISOPs) to execute on this mission. As a firm, Trident is a patient and thoughtful investment partner that prioritizes ISOP leadership by aligning incentives to create optimal outcomes. As a value-oriented investor, Trident prioritizes simplified capital structures and high cash-on-cash returns. 

The Virtus Private Capital Insurance Practice (PCIP) and M&A Group leverage 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.

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.

Lippes Mathias is a full-service law firm with nearly 200 attorneys serving clients regionally, nationally, and internationally. With offices throughout New York (6 locations) / Greater Toronto Area / Chicago / Cleveland / Washington, DC / Florida and Texas, Lippes is one of the preeminent law firms focused on the “lower middle market” and advises leading independent sponsors, private equity firms, family offices, and private companies on their transactions

ECA is a specialized executive search firm focused on placing critical senior leaders with Private Equity and their portfolio companies. ECA provides value-creation talent solutions for commercial growth, finance, and operations.

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.

With approximately 2,200 lawyers in our U.S. and international offices and legal colleagues in over 40 countries around the world, Holland & Knight serves clients globally. Our clients recognize the ability of our firm to consistently provide excellent value in a variety of areas that range from mergers and acquisitions, real estate, healthcare, commercial litigation, regulatory matters and government advocacy.

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.

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.

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 portfolio companies and equity sponsors with negotiating, restructuring, and repositioning services targeted towards improving liquidity to grow core businesses, improving cash flow and borrowing capacity, and creating long-term operational efficiency, whether on a single-asset or portfolio-wide basis.

We understand how to create value for Landlords and Tenants through lease modifications. STNL restructures leases so individual Landlords can avoid additional losses by mitigating the risk of future vacancy and maximizing investment value. We have created millions in enterprise value and Landlord CapEx contributions through lease restructuring, rent reductions, and lease terminations. By restructuring rents and securing additional lease term, we provide cash flow security and long-term site control for assets with upcoming lease expirations.

Insperity’s goal is to help organizations align their people strategy with 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 human capital part of the process and sees them through it. 

Our comprehensive, scalable HR solutions offer an optimal blend of service and technology to facilitate growth by streamlining processes related to payroll, benefits, talent management and HR compliance. We provide the tools to help maximize productivity and manage risks – so you can focus on growth. 

With 2023 revenue of $6.5 billion and more than 90 locations across the U.S., Insperity makes a difference in thousands of businesses and communities nationwide. For more information, visit insperity.com/capitalgrowth or email capitalgrowth@insperity.com

Aspen HR (“Aspen”) is a white-glove PEO that provides independent sponsors and their portfolio companies with cost effective employee benefits, streamlined payroll and expert HR guidance. Aspen has a unique product and service offering such as due diligence support, add-on acquisition support and tailored benefit plans that are customized for the independent sponsor. Aspen serves clients in all 50 states and holds the industry’s prestigious ESAC accreditation. For more information, please visit www.aspenhr.com and email sales@aspenhr.com.

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.

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.

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 1.7M physicians and health care professionals and over 7K hospitals.  At UnitedHealthcare, we are 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 and offers innovative, customized solutions designed to meet the needs of each business and elevate the member experience.

AlphaSearch is the ultimate B2B database solution for M&A professionals.  Our platform utilizes AI to generate high-quality leads that match your investment criteria.  Our AI algorithms constantly scour the internet for relevant information, analyzing company profiles, financial data, and news articles to identify industries and businesses ripe for acquisition.   We can also reduce repetitive administrative tasks and improve operational efficiencies via our workflow automation audit.

Loeb & Loeb is a premier law firm focused on helping organizations and individuals innovate, grow and evolve in a changing world. Our market leading practice and industry teams deliver practical insight and strategic solutions in complex deals, high-profile disputes, cutting-edge regulatory issues and other matters critical to our clients' success. The firm has approximately 450 lawyers across eight offices in the United States and Asia.

Comvest Credit Partners, the direct lending platform of Comvest Partners, focuses on providing flexible financing solutions to middle-market companies. Comvest Credit Partners provides senior secured, unitranche, and second lien capital to sponsored and non-sponsored companies in support of growth, acquisitions, buyouts, refinancings, and recapitalizations, with credit facilities up to $300 million-plus. For more information, please visit www.comvest.com/direct-lending.

Tecum Capital is a Pittsburgh, PA-based private investment firm deploying capital in lower middle market companies. Tecum provides mezzanine debt and equity investments in growth-oriented middle-market companies across many industries, including manufacturing, value-added distribution, and business services. Our team partners with independent sponsors, family offices, committed funds, business owners seeking succession plans, and management teams to create shared success. Tecum focuses on businesses with EBITDA greater than $3 million and will invest $5 million to $20 million in potential portfolio companies. The team has collectively invested more than $1.0 billion in over 100 platform and add-on acquisitions. Please visit www.tecum.com.