CohnReznick helps organizations optimize performance, manage risk, and maximize value through associated firms operating under the CohnReznick brand: CohnReznick LLP, a licensed CPA firm providing assurance services; and CohnReznick Advisory LLC (not a licensed firm) providing advisory and tax services. Together, CohnReznick provides leaders with deep industry knowledge and relationships, solutions to address clients’ unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, CohnReznick serves organizations around the world as an independent member of Nexia.

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 partner led Transaction Advisory Services team provides buy-side and sell-side services to financial sponsors, corporate acquirers and business owners and their companies. With a special focus on middle market transactions, our integrated team of transaction, valuation, and tax professionals take a multidisciplinary approach, drawing from our in-house industry specialists. 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.

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.

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.

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.

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.

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.

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.

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 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.

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.

Ramp is the ultimate platform for modern finance teams. Combining corporate cards with expense management, bill payments, procurement, accounting automation and more, Ramp is on a mission to help customers save their most valuable resources – time and money.

And it’s working; over 25,000 businesses on Ramp save an average 5% and close their books 8x faster. Founded in 2019, Ramp powers the fastest-growing corporate card and bill payment platform in America, and enables tens of billions of dollars in purchases each year. To learn more, visit ramp.com.

Virtus Insurance is an independent insurance brokerage built around industry specialization and a high-touch service model for middle-market companies. As consolidation reshapes the insurance landscape, many businesses are left in service models driven by scale and revenue thresholds rather than client needs. Virtus was founded to challenge that approach. The firm works closely with management teams to design insurance programs that reflect the realities of their industries, provide proactive guidance, and deliver the level of attention and advocacy often lost in larger, consolidated broker platforms.

We've built a powerhouse private community where founders, investors, and lenders get deals done—fast. DFX eliminates inefficiencies, connecting capital providers directly to top-tier opportunities. No transaction fees, no wasted time—just pure deal flow for a simple monthly membership. Join now and transform your capital-raising game.