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.

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.

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.

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.

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.

Founded in 1965, Lippes Mathias is a full service law firm with more than 175 attorneys, and a substantial focus on higher value counsel for middle market M&A, private equity, and financing transactions. The firm has offices in New York (Buffalo, Rochester, Albany, Saratoga Springs, Long Island, and NYC); Washington, D.C.; Jacksonville, Florida; Cleveland, Ohio; Jacksonville, Florida; Chicago, Illinois; Oklahoma City, Oklahoma; San Antonio, Texas; and Greater Toronto Area (Canada). On the transactions side, our team represents a diverse group of private equity and private debt funds, independent sponsors, middle market companies, investors, and family offices through all phases of their deals. The firm itself (and many of our practitioners) are highly ranked in a number of independent legal surveys, including Chambers USA (Fund Formation and M&A Transactions), The Best Lawyers in America©, and Upstate New York Super Lawyers®. We are also very experienced in tax structuring, including around QSBS and QOZ.

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.

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.

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.

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.

BRP is an award-winning, entrepreneur-led, and inspired insurance distribution holding company delivering solutions that give our clients the peace of mind to pursue their purpose, passion, and dreams. Our family of firms’ best-in-class resources and diverse portfolio of services are innovating the industry by taking a holistic and tailored approach to insurance and risk management.

Our vision and purpose currently reach 3,300+ colleagues and 1.2+ million clients throughout the nation. Our growth path includes geographic representation across the U.S., expanded value propositions, and new lines of insurance to meet the needs of evolving lifestyles and business risks.

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. For more information, visit insperity.com/capitalgrowth or email capitalgrowth@insperity.com.

Juniper Square was founded in 2014 to bring industry participants together to make the world’s private capital markets more efficient, transparent, and accessible.

We’re empowering GPs and LPs to unlock the full potential of investment partnerships. We envision a world with radically expanded opportunities for investment and participation in all private markets.

Winston & Strawn LLP has served as a trusted adviser and advocate to companies in a broad array of industries for 170 years. The firm has built a law practice with tremendous breadth and a global presence, with more than 975 attorneys across four continents. At Winston, we strive to provide our clients with creative solutions to their business problems-on time and on budget; serve our communities and the public interest; promote diversity within our firm and throughout the legal profession; and maintain a culture of teamwork and collegiality.

SAB Capital is a national full-service commercial investment sales advisory and capital markets firm dedicated to assisting clients in acquiring and disposing of net-leased, industrial, affordable housing, and sale leaseback properties and providing 1031 exchange advisory services. Our comprehensive brokerage services provide clients with the expertise and resources they need to draw competitive offers and advantageous financing opportunities. Through our guidance, we facilitate informed decision-making and help craft solutions that meet and surpass client goals and expectations.

King & Spalding helps leading companies advance complex business interests in more than 160 countries. Working across a highly integrated platform of more than 1,300 lawyers in 23 offices globally, we deliver tailored commercial solutions through world-class offerings and an uncompromising approach to quality and service.