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.
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.
Holland & Knight's Nonprofit and Tax-Exempt Organizations Team, along with other attorneys from the firm's Jacksonville office, were honored on April 15, 2019, in appreciation of their pro bono work for the city after Hurricane Michael devastated the community in October 2018. Nearly every one of the city's more than 8,000 homes was damaged.
Holland & Knight's private wealth and corporate services attorneys created a Section 501(c)(3) public charity to facilitate structural and economic recovery in the city. The goal was to raise $40 million for the city's Hurricane Relief Trust Fund, which is being used to help residents pay their insurance deductibles and other costs.
In appreciation of Holland & Knight's efforts, the team was presented with a key to the city and issued a proclamation on behalf of the city's residents that April 15 was to be known as "Holland & Knight LLP Day."
The Jacksonville team provided pro bono counsel to the municipal government with respect to the formation of a nonprofit corporation as well as its application for recognition of tax-exempt status. At the request of the firm, the application received expedited consideration and an exemption determination, retroactive to the date of incorporation, in a fraction of the standard estimated time.
The Bay County city was one of the most severely impacted cities when Hurricane Michael made landfall in the Florida Panhandle on Oct. 10, 2018. The storm was the third-most intense Atlantic hurricane to make landfall in the United States in recorded history, as well as the strongest storm in terms of wind speed to strike the contiguous United States since Andrew in 1992.
As the largest private wealth practice in the United States, Holland & Knight's Private Wealth Services Group represents high-net-worth individuals, substantial closely held and family businesses, charitable organizations, educational institutions, banks and trust companies. Our taxation, nonprofit and tax-exempt organizations attorneys provide in-depth representation on a variety of matters to help our clients achieve their goals.
The VirtusPrivate 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.
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.
The Family Office Real Estate Institute (FORE) is the premier institute explicitly created for family offices, families, family members, and family office professionals to help maintain their legacy and wealth for future generations. FORE offers a range of educational resources and community support to assist families in making informed decisions about real estate investments, from executive education courses taught by leading academics and industry experts from top institutions such as Harvard, Wharton, University of Denver and the University of Chicago. To its annual family office real estate investing study, quarterly magazine, annual summit, consortiums, white papers, video interviews, podcasts, and research.
Subscribe to our newsletter
Stay up to date on the latest events, news and conference announcements.