CohnReznick 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 demands. With diverse industry expertise, the Firm provides companies with the insight and experience to help them break through and seize growth opportunities. The Firm, with origins dating back to 1919, is headquartered in New York, NY with 2,700 employees in offices nationwide. CohnReznick is a member of Nexia International, a global network of independent accountancy, tax, and business advisors. For more information, visit www.cohnreznick.com.

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.

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.

Aspen HR is a white-glove PEO that provides private equity funds, 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 financial sponsor. Aspen serves clients in all 50 states and holds the industry’s prestigious ESAC accreditation.

“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.

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 1.7M physicians and health care professionals and over 7K hospitals.  At UnitedHealthcare, we are 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 and offers innovative, customized solutions designed to meet the needs of each business and elevate the member experience.

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.

Acustrategy is a pricing strategy consulting firm focused on the mid-market. We regularly work with operating partners at private equity firms to provide pricing diagnostics, pricing & packaging optimization, and pricing implementation guidance for their portcos in tech, manufacturing, and other sectors.

Founded in 2019, Nimble Gravity is an international consultancy firm that specializes in AI, Strategy, E-Commerce, Digital Transformation, Data Science, CRM, Analytics, and BI, as well as Software Development and Tech Design. Nimble Gravity believes in the power of data and evidence-based approaches to drive growth, transform businesses, and create winning solutions for a diverse clientele. 

Headquartered in Denver, Colorado, with offices in Mexico City, Guadalajara, Buenos Aires, and Medellín, Nimble Gravity is a rapidly growing data, digital and engineering consulting firm ready to tackle the hardest challenges your business is facing.

 

Birmingham, AL-based RxBenefits is the industry’s first and only pharmacy benefits optimizer (PBO), dedicated to helping clients contain rising pharmacy costs while ensuring employees have access to affordable, high-quality prescription medications. We provide businesses with expert advocacy, flexible pharmacy benefits solutions, and actionable, data-driven insights that deliver meaningful savings without compromising member care or satisfaction. Our client-aligned, transparent approach helps businesses achieve sustainable financial success while maintaining a member-centric focus.
Backed by our multidisciplinary team of more than 1,000 pharmacy experts and an evolving marketplace of pharmacy benefits management (PBM) options and specialty cost containment solutions, RxBenefits empowers organizations to design plans that prioritize transparency, long-term stability, and member well-being. With a commitment to driving strategic savings and fostering sustainable results, we are revolutionizing pharmacy benefits for self-funded employers of all sizes.
To learn more, visit RxBenefits.com.

At Vector Advisory, we help private equity firms, family offices, and portfolio companies drive M&A value creation and growth. Specializing in lower-middle market firms, we offer flexible, tailored integration solutions that empower clients to achieve their investment goals and optimal business outcomes. Our seasoned professionals support planning, managing, and executing integrations, allowing you to focus on growth and synergies. We also provide comprehensive CFO advisory services, from interim leadership to post-close accounting, FP&A, and ERP optimization. We work alongside your teams to foster knowledge transfer, accountability, and alignment. Committed to exceptional service, we are your trusted partner in driving sustainable growth. Whether enhancing efficiency, cutting costs, or managing risks, our expertise supports your objectives. Choose Vector Advisory for strategic insights and actionable plans that deliver results. Contact us today to elevate your business.

Symphony is a leading software design and development company with 650+ technologists. Our clients range from Fortune 500 companies and leading Private Equity companies to the fastest-growing startups. We are ranked among the top 3 tech vendors by our enterprise client, while our startup clients have raised $12.5B+ in funding so far. We partner with PE firms and their portcos to drive value creation with product, design, and engineering expertise. Our core work in the PE domain includes rebuilding legacy tech, end-to-end digital transformation, adding new revenue streams, leveraging data and GenAI, and augmenting internal teams. Some of the PE funds we work with include Lone View Capital, Linden Capital, EQT, HG Capital, Blackstone, L Catterton, Rotunda Capital, and Bain Capital in industries spanning from healthcare and financial services, to consulting, manufacturing, and technology.

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 a national client base, Koley Jessen attorneys are experienced in and focused on advising and counseling private equity, venture capital funds, and family offices in all phases of their life cycle. Whether transactional, regulatory compliance, or acting as outside counsel to portfolio companies, we provide integrated legal services with a focus on strategic business objectives.

Middle market companies often struggle to attract and retain top-tier accounting talent. This creates gaps in financial visibility, delays in reporting, and operational friction—especially during critical times like M&A activity or rapid expansion. With clients ranging from $5 million to $350 million in revenue, Pillar Accounting has the expertise to stabilize, scale, and operate financial systems quickly and effectively.

Pillar Accounting delivers fully outsourced accounting solutions, specializing in private equity owned portfolio companies in the underserved middle market. We specialize in building and operating scalable, efficient back-office functions so management can focus on growth.  Whether you need a special projects work, a full accounting rebuild, or ongoing hands-on support, we ensure you always have the right information at the right time to execute with confidence.

Learn more at pillaracct.com.

Wipfli is a national top 20 Accounting-Audit-Advisory and Consulting firm providing transaction support through value creation and ownership phase for private capital investors. Core Practices that support PE include Office of the CFO, M&A Integration, Tech/Digital Transformation, Cyber Security, Data Governance/Management/BI and Top Line Growth and Commercial  Transformation initiatives. Wipfli’s Middle Market Investment Bank provides the family/privately owned business practical advice for critical decisions.

Wipfli’s integrated approach means services are ready when needed — at the deal stage and every stage of the investment life cycle. With a focus on increasing EBITDA, we provide actionable data quicker and put meaningful information in usable formats to support quality decisions. We use technology and process improvement to protect your investments and create greater value. Our professionals are ready to apply our deep industry specialization in industries like manufacturing and distribution, Healthcare,
Retail, Asset Management, Insurance, Technology, and Construction products/services.