Independent Sponsors & Capital Providers Dealmakers Meeting

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.

Built on a 100+ year foundation of legal service, Ice Miller LLP is committed to helping our clients stay ahead of a changing world. 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. Our attorneys help clients protect their interests and build advantage through a variety of practice groups.

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.

STREAM Capital Partners specializes in underwriting, structuring, and executing sale leaseback and net lease investment sale transactions across all commercial property types
in markets around the globe. As leaders in the single tenant sector, we advise buyers and sellers of all sizes on real estate strategy and dispositions.

Boasting an international buyer platform and proprietary database of over 150,000 contacts, we give our clients unparalleled access to the private and institutional real estate 
capital markets and ensure optimal execution for their transactions.

Our unique focus on single tenant real estate solutions enables us to bridge the worlds of real estate and corporate finance to create and implement solutions that align with our
clients’ long-term strategic objectives. With over $15 billion in single tenant transaction volume, we are the market leader in single tenant investment sales.

For over 25 years Frisch Capital, has specialized in raising both debt and equity for what is today, value-added Independent Sponsors. Having successfully raised well over $1.5 Billion in capital for Independent Sponsors, Frisch Capital has developed a deep expertise in Independent Sponsor transactions and the capital providers financing their transactions. In addition to raising the capital, Frisch Capital also helps Independent Sponsors and the companies they are acquiring navigate their transactions. Frisch Capital often gets involved at or before the Letter of Intent is in place for a specific company. Once Engaged, the Frisch Capital team works to quickly get the deal into the market and efficiently navigate the transaction to close.

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. 

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.

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 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 2022 revenue of $5.9 billion and more than 90 locations across the U.S., Insperity makes a difference in thousands of businesses and communities nationwide. 

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.