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.

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.

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.

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.

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.

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.

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.

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.

With approximately 2,200 attorneys practicing in 35 offices in the United States and abroad, Holland & Knight can provide comprehensive representation in virtually any legal matter. Our Independent Sponsors Team regularly represents independent sponsors, single-check equity backers, co-investors and debt financing sources in connection with all facets of independent sponsor acquisition transactions, as well as majority and minority equity investments. Our attorneys understand the nuances of independent sponsor deals, including the execution risks, simultaneous workstreams, tax and equity structuring considerations that independent sponsor deal participants need to manage.

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.

Founded in 1999, Levenfeld Pearlstein specializes in providing comprehensive legal services to independent sponsors and their capital providers. Our team of experienced attorneys understands the unique challenges, complexities and opportunities of the independent sponsor model and delivers tailored, strategic legal solutions to drive successful outcomes.

 

Our multi-disciplinary team has extensive experience in structuring, negotiating and executing all aspects of independent sponsor transactions and beyond. We collaboratively work across multiple practice areas—M&A, corporate, securities, tax, banking and finance, employment, real estate, regulatory compliance, restructuring, and more—to ensure that our sponsor clients have access to well-rounded, high-caliber legal advice at every stage of their transactions and throughout their portfolio.

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.

At Bochner, we are dedicated to ensuring that industry-changing ideas are implemented, hard work and creativity are rewarded, and the rights of growing businesses are preserved and protected. A full-service law firm representing clients across the globe, our team of seasoned professionals help artfully navigate all your legal, business, and regulatory challenges.

From startup to exit, from merger & acquisition to day-to-day operations to handling high-stakes litigation and trial practice, we are the trusted legal advisors to businesses of all sizes.

 

With the relentless pace of technological change in our ever-more complex world, Bochner’s IP and scientific background has become increasingly relevant across all our practice areas and the industries we serve – from healthcare to labor law to tech to consumer products.

 

Bochner is dedicated to ensuring that industry changing ideas are implemented, hard work and creativity are rewarded, and the rights of growing businesses are preserved and protected.

At Giombetti Associates, everything we do is rooted in personality and behavior. We partner with private equity firms to strengthen leadership dynamics, upgrade or replace executive talent, and support hiring and onboarding. From M&A support and executive coaching to team building and leadership development, we help individuals and organizations reach their full potential. We don’t chase trends or sugarcoat feedback—we focus on people, because strong leadership drives morale, performance and long-term success.

Barlow & Williams is an M&A law firm focused on the SMB and lower middle market. The firm combines Harvard and BigLaw credentials with the personalized service of a boutique practice. Barlow & Williams operates on a flat-fee model — delivering results for clients buying and selling businesses valued between $2 million and $30+ million.

For nearly 25 years, ZRG has been helping our clients move forward in their industries and our candidates move forward in their careers. We started as a boutique retained executive search firm with a handful of talent professionals. Today, we are a global talent advisory firm, providing people solutions for our clients' most complex talent issues. Our core offerings include revolutionary, data-based, executive search focusing on senior leadership around the world. Our suite of on-demand talent offerings helps backfill open roles and address project-based work with specialized talent. Our consulting and advisory solutions focus on key issues like culture, strategic alignment, coaching, and sales optimization.

Leveraging our global platform of over 500 teammates with a tech-powered solution kit, ZRG is a leading talent advisory firm for leading-edge clients. We offer a broad scope of consulting services alongside our core search offerings. The methodologies developed by our Walking The Talk group, including the revolutionary Taylor Assessment, can make culture your superpower. The consultants in our Brimstone group will help optimize and onboard world-class leadership. We provide on-demand talent solutions whether your need is increased bandwidth at crunch time or a steady hand on the wheel during an ongoing leadership search. We are leading the way with embedded recruiting, letting you scale up your business without unnecessary overhead.

Seward & Kissel LLP, founded in 1890, is a leading U.S. law firm with offices in New York City and Washington, D.C., with particular expertise in the financial services, investment management, banking, and shipping industries. The firm is well known for its representation of investment advisers and related investment funds, broker-dealers, major commercial banks, institutional investors, and transportation companies (particularly in the shipping area). Its practices primarily focus on investment management, corporate, M&A, securities, litigation (including white collar), restructuring/bankruptcy, real estate, regulatory, tax, employment, and ERISA for clients seeking legal expertise in these areas.