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 deal execution and management platform purpose-built for Independent Sponsors. From LOI through Liquidity, Verivend powers the full lifecycle of a deal—investor onboarding, commitments, capital calls, payments, reporting, and distributions—in one secure, payments-driven platform. Independent Sponsors use Verivend to scale efficiently, eliminate manual processes, and deliver a professional, institutional-grade experience to their capital providers without adding operational overhead.

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.

Platt Richmond PLLC is a full service business law firm in Dallas. Platt Richmond’s edge is experience and perspective: legal services are only as good as their effectiveness at solving the client’s issues in the larger context of their goals and bottom line. Beyond just putting our clients’ businesses first, our perspective is a major asset contributing to our success because it comes from a uniquely diverse set of attorneys across all of our practice areas.

A solution-obsessed mindset is how Platt Richmond blends the “Big Law” experience of its attorneys with highly competitive rates and alternative fee structures. That combination has led to incredible growth, the opportunity to work with high quality business clients through Texas, and even national recognition: Platt Richmond was acknowledged in the Chambers USA Regional Spotlight for Texas in 2024 (ranking in 2 categories: Corporate/Commercial and Dispute Resolution) and in 2025 (ranking in a record high 3 categories: Corporate/Commercial, Litigation: General Commercial, and Real Estate). With attorneys regularly honored as D Magazine “Best Lawyers,” Texas SuperLawyer Magazine “Rising Stars,” and Dallas Business Journal “40 Under 40,” choosing Platt Richmond is choosing to never have to navigate business problems alone.

Platt Richmond is full service by client design—by understanding all of the different ways the law can serve clients’ businesses, Platt Richmond attorneys can craft the best solution for each individual circumstance and goal. Whether looking to grow and sell a business, litigate to protect your hard earned intellectual property, or inoculate your business contracts from potential risks with vendors, partners, employees, or competitors, Platt Richmond is driven to provide assistance in achieving your business goals.

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.

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.

Alliant Insurance Services is one of the fastest growing insurance brokerages in the country. Their unique ownership model celebrates over 1,000 employee-equity holders which drives its core values of putting the long-term needs of the team and clients above all else. The organization provides property & casualty insurance, employee benefits, life insurance and surety to independent sponsors all throughout the United States. Our work in the private equity space has earned us the title of “Broker Team of the Year” by Business Insurance Magazine.

RDP Advisory is an independent investment and merchant bank providing tailored capital raising and M&A advisory expertise. As seasoned middle market investors and business operators, RDP understands that every transaction has unique financial partnership needs. Its dedicated team of experts have experienced the trials and tribulations of hundreds of private markets transactions, uniquely situating RDP to provide differentiated advice. RDP professionals have invested in or advised on over 100 transactions totaling over $5bn in capital. RDP totals 5 professionals with offices in Miami, FL and Montville, NJ.

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.

Oracle NetSuite Profile: For more than 25 years, Oracle NetSuite has helped organizations of all sizes reach their goals faster and more efficiently. NetSuite provides an integrated business system with embedded AI that delivers powerful financial management, supply chain, customer experience, and HR capabilities. Relied on by more than 43,000 customers in 220 countries and dependent territories, NetSuite is the #1 AI cloud enterprise resource planning (ERP) solution.

Exactus Advisors accelerates business transformation. Clients receive the full focus of our team of seasoned experts as we assess, redesign, and optimize those core systems fundamental for any successful business: Strategy, Structure, People, Process, Technology & Data. Exactus Advisors accelerates business transformation and growth for small to mid-market companies, particularly private equity portfolio firms in software, logistics, and manufacturing. Specializing in lead-to-cash optimization, we assess, redesign, and enhance core systems—Strategy, Structure, People, Process, Technology, and Data—delivering tailored solutions aligned with investment timelines to maximize exit valuations. From pre-deal due diligence and current state assessments to post-merger execution, we provide program governance, vendor management, integration architecture, and deployment readiness. Our leadership services include assessments, coaching, and workshops for high-performance teams. We also guide smart AI adoption, prioritizing high-ROI use cases to drive efficiency, scalability, and sustainable alpha returns.

Procure4 helps organizations unlock capital, reduce costs, improve spend visibility, and build high-performing procurement functions. Our people-first approach engages stakeholders and suppliers to deliver sustainable, auditable results - on time and in full. What we do: Cost Base Reduction & Mitigation (CBRM); Procurement Enhancement Program (processes, controls, systems, and organizational design); Procurement-as-a-Service (PaaS) to fill capability gaps; Procurement Analytics for clear, actionable insight; and ESG embedded pragmatically across procurement. Who we serve: Leisure & Hospitality, Consumer Goods & FMCG, Healthcare, Retail, Logistics, and Private Equity. Let’s talk: Explore where value leakage exists and how we can accelerate savings while strengthening capability.

Consero Global pioneered Finance as a Service (FaaS), redefining how high-growth, investor-backed companies scale their finance function. Through proprietary technology and world-class talent, we deliver automation, accuracy, and clarity when it matters most. Our modular service model gives finance leaders the flexibility to choose what they need—from fully managed accounting and reporting to scalable resources and strategic expertise. Trusted as a proven pathfinder, Consero helps finance leaders close faster, gain real-time insights, earn investor confidence, and move boldly through critical moments of growth.

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.