Sponsors

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 the 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.

Founded in 1910, Ice Miller LLP is an Am Law 200 Firm with a nationally recognized reputation in many of its practice areas. Ice Miller offers a broad array of capabilities in virtually all areas of legal practice including: corporate, mergers and acquisitions, private equity and venture capital services, patents and trademarks, bankruptcy, lobbying, labor and employment, litigation, employee benefits, environment, tax, trusts and estates, real estate, municipal finance and government law. The Firm has over 340 legal professionals in seven offices.

We are a trusted partner to established and emerging private equity sponsors, family offices and institutional investors. Our flexible mandate and diverse investor base allow us to consider a broad range of opportunities, including control buyouts, special situations and private income. InterPrivate’s unique “warehousing” strategy allows us to underwrite and fund live transactions, providing completion capital in advance of permanent equity funding. We also manage vehicles that allow family office and high net worth co-investors to selectively participate in our deals postclosing.

Citrin Cooperman is a leading accounting, tax and advisory services firm with offices in New York City (the firm’s headquarters), Long Island, New Jersey, Philadelphia, Connecticut, and Westchester. The firm was founded in 1979 by Joel Cooperman and Niles Citrin and today is the 22nd largest accounting and consulting firm in the United States of America. Our Private Equity practice provides strategic guidance to private equity funds, sponsors, portfolio companies, and venture capital and buyout firms throughout the entire fund cycle. We steer all aspects of fund services, transaction advisory services, and portfolio management and compliance through a comprehensive suite of attest, tax, structuring, compliance, valuation, and business advisory services.

Benesch is an AmLaw 200 business law firm and limited liability partnership with offices in Cleveland, Chicago, Columbus, San Francisco, Wilmington, Hackensack and Shanghai.

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, not-for-profit organizations, trusts and estates.

Our firm continues to expand geographically and grow steadily.

Since making the AmLaw 200 list for the first time in 2016, Benesch has advanced 15 places and was ranked number 180 in 2018. In the last 18 months alone, we have had extraordinary success in welcoming over 70 new attorneys, thus increasing our number of attorneys firm wide to 235. We opened a Chicago office in 2015 (now 55 attorneys strong) and we continue to grow our San Francisco office, which opened in early 2019.

Many of our new attorneys are highly-accomplished partners who have joined us from “Big Law” firms, bringing even more depth and breadth to our practices.

These attorneys joined Benesch to be part of the exciting growth, entrepreneurial spirit and ability to service clients by providing elite talent under a sustainable cost structure that eliminates unnecessary overhead.

The strategic addition of these attorneys and of our Chicago office is part of our goal to continuously enhance the quality of service we provide to our clients.

With extensive experience in middle market private equity, M&A and debt finance across our global platform, coupled with deep capabilities in key business sectors, Duane Morris offers the resources of over 800 lawyers to optimize transactional value for PE firms and growth companies. We advise funds on complex equity and debt investments, M&A and fund formation, and we advise LPs regarding co-investment and direct investment opportunities. We counsel portfolio company management regarding M&A and capital formation transactions, tax matters and business operations and strategy. Our innovative culture and deep commitment to client service make Duane Morris a premier choice to execute significant strategic transactions.

SmartChase Inc. is a Canadian company that was created by people who are passionate about bringing better advice and products to real people (ie. the local advisor and the average investor). SmartChase brings together a select group of leading Private Capital asset managers, Exempt Market Dealers, and Investment Dealers.

Artemis Capital Advisory is a global Placement and Advisory firm connecting investors with Sponsors and Enterprises with a focus on the lower middle markets across private equity and private debt, including senior, mezzanine, unitranche, convertible and preferred equity.

We partner with independent sponsors and companies seeking capital and marketing expertise to help with differentiation, scaling, and communication needs. We leverage over 30 years’ experience in raising over $2.25B in capital across private equity, venture debt/equity and real assets. On the capital formation side, we enjoy and partner with a vast global network of affiliates to penetrate the US and global institutional investor community.

From go-to- market capital campaigns to strategic introductions and pre-market advisory, our full-service turnkey capital formation services align Sponsors and growth companies with investors to and maximize opportunities for both.

ORIX Private Equity Solutions expands alternatives for lower-mid to middle-market companies throughout North America by offering standalone equity investments (control and non-control), flexible mezzanine debt or a combination of the two strategies. Investments are made from $10-30 million and are predominantly with independent sponsors and also include funded equity sponsors, family offices, entrepreneurs and management teams.

Fox Rothschild is a national law firm delivering strategic and practical solutions for clients. We are innovative and entrepreneurial – a spirit that attracts some of the brightest legal talent from across the country. Home to 950 attorneys in 27 offices coast to coast, Fox offers a team of accomplished professionals.

We are equipped to provide comprehensive legal services for companies at all stages of development, including intellectual property, technology transfer, venture capital and finance, mergers/acquisitions, regulatory and compliance, real estate, labor and employment, and tax. We appreciate the fluctuating nature of today’s competitive business environment and are skilled at crafting legal solutions that enable our clients to achieve successful outcomes.

When you choose Fox, you choose an adviser as dedicated to your success as you are. We serve a wide range of clients, from emerging companies to Fortune 500 corporations, research institutes, investment firms, nonprofits, family-owned businesses and individuals.

EisnerAmper LLP is among the nation’s largest accounting firms with a dedicated and well-established private equity services group providing audit, tax and advisory needs to private equity firms and their portfolio companies. From start-up funds to large and complex financial entities, our dedicated team understands client needs and provides strategic advice and innovative approaches.

Our goal is to provide both private equity investors and their portfolio companies with close personal attention necessary to help achieve significant and sustained growth. Our professionals have been providing audit, tax and advisory services to the private equity community for more than 45 years. To meet the needs of clients with interests overseas, EisnerAmper offers the resources of EisnerAmper Global, with offices across the globe.

Our Real Estate Services professionals have broad, hands-on experience in complex real estate transactions involving billions of dollars. Whether the transaction involves the acquisition and financing of a large office building or a small development of single family homes, our goal is the same: to help our clients to structure sound transactions and examine each aspect of operations to help maximize potential returns and build future success.

As a leading service provider for financial service companies as well as family offices, EisnerAmper is also uniquely positioned to create synergies that help our real estate clients grow their businesses.

BarclayHedge, a division of Backstop Solutions, is a leading research-based provider of information services to the alternative investment industry. Barclay began publishing fund data for CTAs and hedge funds in 1989 and currently maintains data on more than 26,000+ alternative investment vehicles.  BarclayHedge provides access to its hedge fund, fund of funds, and managed futures databases to thousands of investors worldwide in Excel, Access, and formats compatible with most third-party analysis packages.  Barclay’s 31 hedge fund indices, 10 managed futures indices, and 7 UCITS indices are universally recognized as alternative investment performance benchmarks and are utilized by investment professionals around the globe. 

Family Office Magazine is a widely distributed and visually stunning magazine that is a premier gateway to the Family Office and HNWI Community. The publication has contributions and articles from some of the most prominent Family Offices, Private Banks and Wealth Management Firms in the World. 

Savvy Investor is the world’s leading knowledge network for institutional investors and their service providers, curating the best investment research from around the web. Visit the site today to search the library of over 25,000 white papers, including sections on Real Estate and Private Equity. Upon registering, each member selects the topics they are most interested in. This enables us to give each of our 36,000 members a completely personalised experience. Join now for free at www.savvyinvestor.net

Financial Poise has one mission: to provide reliable and plain English business, financial, and legal intelligence and continuing education to investors, private business owners, executives, and their respective trusted advisors. All of our content is created by proven experts in their respective fields, who are invited to our Faculty only after we vet their credentials. Our editorial staff then works with them to make sure that what they produce is easily understandable and digestible. Go to https://www.financialpoise.com/ to learn more about Financial Poise.

TheGRCBlueBook is the largest online directory of risk technology dedicated to growing transparency into the marketplace for diverse solutions to manage risk. TheGRCBlueBook is focused on providing underserved global risk solutions providers with greater exposure without the marketing hype and high cost model that creates confusion and buyer’s remorse.