Capital stack design, pricing discipline, and deal-execution working sessions.
Incorporating the 2026 Credit-Certainty Index. A working session on structuring the capital stack, aligning financing and tax with diligence, and de-risking execution. Moderated by CohnReznick.
Capturing upside through precision operations: disciplined vendor spend, procurement, and ROI measurement in the post-close window. Moderated by Levenfeld Pearlstein.
Top-tier accounting, tax, and advisory firm combining national resources with an agile service approach for dynamic business environments.
Independent sponsors and PE firms structuring transactions, navigating tax, and executing post-close.
Sponsors and capital providers with active LOIs needing tax + diligence + audit support.
PEO offering employee benefits, payroll, and HR guidance tailored for independent sponsors. ESAC-accredited; serves all 50 states.
Independent sponsors standardising HR + benefits across portfolio companies.
Sponsors with multiple platforms or planning their first close.
Founded 1999. Comprehensive legal services to independent sponsors and capital providers; specialises in sponsor-transaction structuring and execution.
Sponsors structuring deal-by-deal capital + control transactions.
Independent sponsors and capital providers running active processes.
Executive search firm focused on placing senior leaders with PE firms and portfolio companies.
Sponsors and PE firms hiring CFOs, CEOs, and operators post-close.
Sponsors with closed deals or pipeline requiring senior leadership placement.
Am Law 200 firm with 550+ attorneys. Practices include M&A, Commercial Finance, Bankruptcy & Restructuring; 13 offices nationwide.
Sponsors and capital providers across the deal lifecycle.
Sponsors and PE firms structuring complex transactions.
Specialises in sale-leaseback and net-lease investment transactions; manages $20B+ in single-tenant transaction volume with a 200,000+ contact database.
Sponsors monetising real estate inside platform deals.
Independent sponsors with owned real estate inside an LOI.
Independent insurance brokerage specialising in middle-market companies with industry-focused, high-touch service.
Sponsors managing insurance across portfolio companies.
Sponsors closing platforms or rolling-up portfolios.
