13th Private Equity New York Forum

Acuity Knowledge Partners (Acuity) is a leading provider of bespoke research, data management, analytics, talent, and technology solutions to the financial services industry, including asset managers, corporate and investment banks, private equity and venture capital firms, hedge funds and consulting firms. Its global network of over 6,000 analysts and industry experts, combined with proprietary technology, supports more than 650 financial institutions and consulting companies to operate more efficiently and unlock their human capital and transforming operations. Acuity is headquartered in London and operates from 16 locations worldwide. Acuity was established as a separate business from Moody’s Corporation in 2019, following its acquisition by Equistone Partners Europe (Equistone).

Baker Botts is an international law firm whose lawyers practice throughout a network of offices around the globe. Based on our experience and knowledge of our clients' industries, we are recognized as a leading firm in the energy, technology and life sciences sectors. Since 1840, we have provided creative and effective legal solutions for our clients while demonstrating an unrelenting commitment to excellence. For more information, please visit bakerbotts.com.

CBIZ Private Equity Advisory is the premier transaction, transition, and transformation solutions partner for middle-market private equity firms and their operating companies. With experience serving over 400 private equity firms and 2,000 portfolio companies, CBIZ Private Equity Advisory delivers deal advisory and performance enhancement services at every stage of the investment lifecycle. CBIZ Private Equity Advisory designs and executes solutions focused on supporting investors and executives in optimizing outcomes and returns.

Davis Polk is an elite global law firm with world-class practices across the board. Industry-leading companies and global financial institutions know they can rely on Davis Polk for their most challenging legal and business matters. The firm’s top-flight capabilities are grounded in a distinguished history of 170 years, and its global, forward-looking focus is supported by 10 offices strategically located in the world’s key financial centers and political capitals. Approximately 1,000 lawyers collaborate seamlessly across practice groups and geographies to provide clients with exceptional service, sophisticated advice and creative, practical solutions. 

Gibson Dunn is a leading global law firm with more than 2,000 lawyers in 21 offices around the world. Our market-leading Investment Funds and Private Equity practices deliver tailored, full-service solutions to clients and their portfolio companies. We offer integrated support spanning fund formation, financing, GP-led recapitalizations, and regulatory compliance, along with growth capital investments, buyouts, cross-border deals and exits. Our deep bench of seasoned practitioners offers top-of-the-market knowledge, ensuring clients’ success throughout their investment lifecycle.

Greenberg Traurig, LLP has more than 2,750 attorneys in 47 locations in the United States, Europe and the Middle East, Latin America, and Asia. The firm is a 2022 BTI “Highly Recommended Law Firm” for superior client service and is consistently among the top firms on the Am Law Global 100 and NLJ 500. Greenberg Traurig is Mansfield Rule 6.0 Certified Plus by The Diversity Lab and is recognized for powering its U.S. offices with 100% renewable energy as certified by the Center for Resource Solutions Green-e® Energy as a member of the U.S. EPA’s Green Partnership Program. The firm is known for its philanthropic giving, innovation, diversity, and pro bono.

Greenberg Traurig’s Corporate Practice focuses on the business objectives of our clients. Our more than 600 corporate lawyers based in key financial and commercial centers work together to provide clients with the legal and market experience needed to manage and close the most complex business transactions, as well as provide practical counsel on their day-to-day operations.

The firm’s Private Equity Practice includes more than 150 attorneys with wide-ranging experience representing private equity firms in complex domestic and cross-border transactions in a variety of industries, including consumer products, chemical, aerospace, manufacturing, food and beverage, health care, financial services, distribution, and technology. We work regularly with regional, national, and global private equity firms to advise them on acquisitions, dispositions, financing transactions, and fund formation matters.

Kramer Levin provides proactive, creative and
pragmatic solutions that address today's most challenging legal issues. The
firm is headquartered in New York with offices in Silicon Valley and
Washington, DC, and fosters a strong culture of involvement in public and
community service.

Linklaters is a 185 year-old leading global law firm with over 3,100 lawyers across 31 offices in 21 countries. We combine legal expertise with a collaborative and innovative approach to help clients navigate constantly evolving markets and regulatory environments, pursuing opportunities and managing risk worldwide. The world’s leading private equity houses and financial sponsors regularly rely on us to help them navigate complex, high-profile and cross-border transactions. Our team has deep experience managing, structuring and executing transactions across asset classes, and offers full service support across tax, financing, real estate, IP, environmental, securitization, employee benefits, technology, data privacy and cybersecurity deal elements. 

Mintz is an internationally recognized, multidisciplinary law firm with 600+ attorneys serving clients worldwide. With exceptional breadth in a broad range of industries and working within four core practice areas — transactional, intellectual property, litigation & investigations, and regulatory & advisory — our attorneys represent business leaders, entrepreneurs, and investors on pivotal deals, disputes, and regulatory matters. Our Private Equity / Mergers & Acquisitions Practice includes professionals from many different disciplines who focus on executing transactions that meet our clients’ wide-ranging legal, business, and operational goals. Singled out by BTI Consulting Group as s “Deft Dealmaker” firm, Mintz develops winning transaction strategies for deals of virtually every size and type, including strategic acquisitions and divestitures, private equity platform and roll-up acquisitions and exits, spinoffs, joint ventures, asset and IP acquisitions, distressed sale transactions, complex earn-out and contingent value rights transactions, tender offers, and going private transactions and recapitalizations. To learn more about our firm, please visit www.mintz.com.

Paul, Weiss, Rifkind, Wharton & Garrison LLP is a premier firm of more than 1,000 lawyers with diverse backgrounds, personalities, ideas and interests who provide innovative and effective solutions to our clients’ most complex legal and business challenges. The firm represents many of the world’s largest and most important public and private corporations, asset managers and financial institutions, as well as clients in need of pro bono assistance.

Scientific Infra & Private Assets (SIPA) was born from the research developed at the EDHEC Business School and has been an index and data provider since 2019, serving numerous prestigious clients representing hundreds of billions of dollars of private equity and infrastructure assets under management. We offer a solution to the main data challenge investors face in private markets: an endemic lack of risk and performance data restricting best practices and obfuscating investment decisions.

As one of the original market participants, Weil’s Private Equity practice has remained a pioneer of the industry since advising many of the first private equity sponsors over 30 years ago. From becoming the first U.S. firm to support private equity clients in Europe and Asia, to more recent expansions into Los Angeles and San Francisco, Weil remains at the forefront of innovation, ready to serve clients wherever they operate. Today, Weil is uniquely positioned in the market, advising clients across the private equity spectrum—from first-time funds to the largest global sponsors—while continuing to deliver the commercial, sophisticated counsel that has defined, and will continue to define, its market-leading reputation.

Driven by a deep understanding of what it takes to succeed in alternatives, Alter Domus is able to meet and anticipate the ever-changing needs of investment managers and asset owners worldwide; mitigating risks, reducing costs, creating efficiencies, and ultimately driving growth. Our fund, corporate and asset experts know first-hand the operational challenges customers face and how to overcome them. And when it comes to technology, whether we’re enabling operational efficiencies or using data and analytics to enhance decision-making, we turn what some see as facts, figures, or data points into competitive advantage for some of the biggest names in alternatives. With 5,500 professionals across more than 39 offices in 23 jurisdictions, we’re exactly where you need us to be.

Aon’s Transaction Solutions team has deep experience and understanding of the complexities and nuances related to financial sponsor M&A and fund liquidity transactions, allowing us to provide solutions specifically tailored to the unique requirements of these transactions. We are market leader both in number of transaction solutions placements and by deal volume, and innovator of new market coverage solutions. Our integrated team consists of former private equity, M&A, tax and litigation attorneys and brokers with sector specific expertise. Our global secondary transactions team brings multi-national coordination with local experience that enables financial sponsors and their investors to allocate risk to bespoke insurance markets and help secure their private equity investments.

Apex Group Ltd., established in Bermuda in 2003, is a global financial services provider. With over 13,000 employees globally, Apex Group provides services into 50 jurisdictions delivering an expansive range of services to asset managers, financial institutions, private clients, and family offices. The Group has continually improved and evolved its capabilities to offer a single-source solution through establishing the broadest range of services in the industry; including fundraising solutions, fund administration, digital onboarding and bank accounts, depositary, custody, super ManCo, corporate services and a pioneering ESG ratings and advisory solution. Apex Group’s purpose is to be more than just a financial services provider and is committed to driving positive change to address three core areas; the environment and climate change, women’s empowerment and economic independence, education and social mobility.

Benesch is an Am Law 200 business law firm with nearly
450 attorneys and offices in Cleveland, Chicago, Columbus, New York, San
Francisco, 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.

CAC Specialty is an industry-leading specialty insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets. CAC delivers customized solutions for a wide range of risks, serving both large corporations and small-to-medium enterprises. It is an employee-owned company, housing top industry talent dedicated to meeting clients’ comprehensive risk management needs and ranked in the top 40 of all U.S. brokerage firms.

CAC Specialty’s Tax Insurance Practice comprised of seasoned tax attorneys and former tax insurance underwriters, combines deep tax technical expertise, industry experience, and business acumen to craft innovative and unique tax insurance solutions so any client can quickly transfer the risk of the unanticipated and detrimental consequences of a successful challenge by a taxing authority—creating more certainty for sponsors, corporations, and stakeholders.

Cleary Gottlieb is a leading international law firm with 16 offices in major financial centers worldwide.  Cleary has been a private equity pioneer since the industry’s beginning and across multiple market cycles. Cleary’s highly ranked global private equity practice brings together a multidisciplinary team focused on private equity and deep sector expertise to help clients navigate an increasingly complex and competitive transactional landscape throughout the full lifecycle of a fund.

CohnReznick helps private equity firms 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.

Control Risks is the leading global risk consulting firm.

For 50 years we have been helping the world’s largest corporations, investors, and financial institutions to be secure, compliant, and resilient.

With unrivaled subject-matter expertise, experience, and global reach, we provide the insight and intelligence that our clients need to realize strategic opportunities, manage risk, and make decisions with confidence.

Dechert has been at the forefront of advising private equity firms for more than 40 years. With 350 private capital and private equity clients, we have unique insights into how the industry has evolved and where it’s going next. Our globally integrated team of more than 500 lawyers advises private equity, private credit and multi-strategy asset managers on flexible solutions at every phase.

Empire provides valuations for purchase price allocations, stock compensation, impairment testing, illiquid assets and various types of complex securities. We also provide fairness opinions, solvency opinions, buy/sell-side valuations, valuations for restructuring, among others and value entities for corporate tax and estate planning. In addition to decades of experience in valuation consulting, Empire’s professionals draw on extensive experience at asset managers and major accounting firms to bring a practical and nuanced approach to private market valuations.

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience® through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Our asset management team has 50+ years of experience providing services to various types of funds, including private equity, venture capital, hedge, real estate, digital asset, and other funds.

Forvis Mazars Capital Advisors can help your organization understand the unique strategic options available to your business and help you position the company to achieve a satisfactory transaction outcome for shareholders. Specializing in mergers and acquisitions, capital formation, and succession planning services, we focus on serving family-owned, entrepreneur-led, and closely held businesses—with an unbiased perspective.

Fried Frank is an international law firm with 800 lawyers, located in the key financial and government centers of New York, Washington, DC, London, Frankfurt and Brussels. We proudly serve many of the world’s leading investment funds, corporations and financial institutions and help clients navigate challenges and mitigate risks while advising on innovative strategies for growth. As a leader in the industry, we counsel clients on every stage of the investment cycle, developing unique financing products, advising on capital structuring and guiding clients through their most complex transactions and exits.

FTI Consulting, Inc. is a global business advisory firm dedicated to helping organizations manage change, mitigate risk and resolve disputes: financial, legal, operational, political & regulatory, reputational and transactional. With more than 8,300 employees located in 30+ countries, FTI Consulting professionals work closely with clients to anticipate, illuminate and overcome complex business challenges, and generate and protect value by delivering customized solutions at the intersection of advanced technology and industry specialization.

FutureView Systems provides end-to-end finance solutions for PE-backed companies and the Office of the CFO. Founded by former CFOs and Heads of FP&A, FutureView combines a rapid CPM software implementation and FP&A tools with fractional accounting, FP&A, and IT architecture services to support the needs of the business. We combine our system expertise and finance acumen to deliver an integrated Platform for detailed and automated reporting, planning, and performance management. Our proven finance processes, methodologies, and solutions quickly scale the impact and maturity of finance functions at PE-backed companies, streamlining the realized time to value. 

G-P is a Global Employer of Record enabling companies to hire employees in countries where they currently do not have a legal presence. Our SaaS-based Global Growth Platform helps companies find, hire, onboard, pay, and manage team members in over 180 countries. G-P pairs innovative technology with dedicated teams of in-region HR, legal, and tax specialists to guide your growth quickly and compliantly - without the hassle of setting up local subsidiaries. Our industry-leading platform streamlines international hiring and employee management through a single login and portal, complete with automation of most HR functions.

Hebbia is a generative AI platform designed for high-performance knowledge work, already deployed at over a third of the largest allocators by AUM. Built to function as an AI-powered analyst, Hebbia extracts, organizes, and analyzes documents at scale, enabling workflow augmentation across over 1,000 use cases.

Users can upload documents or integrate with data sources to instantly structure and surface key insights. Hebbia streamlines workflows by allowing users to ask questions and run multi-step analyses, delivering accurate, citation-backed results for due diligence, research, comps tracking, memo drafting, portfolio monitoring, and sourcing.

Hebbia was founded in 2020 and recently raised $130M from a16z. 

IQ-EQ is a global, top-tier investor services group with an unrivalled offering to meet the administration, compliance and reporting needs of the investment sector in full and worldwide.

Our people are what makes us different. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of well-honed technical expertise and strong relationships based on deep understanding. We’re driven by our Group purpose, to power people and possibilities.

We employ a global workforce of 5,800 + people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top 15 private equity firms. Also part of the IQ-EQ group of companies are First National Trustee Company, The Private Office, ComplianceAsia and Lymon.

With over 135 years of service, King & Spalding is an international law firm that represents a broad array of clients. The firm’s practice spans the full range of transactional, litigation and regulatory work, with substantial experience in cross-border matters.

King & Spalding’s Finance & Restructuring practice is a highly integrated team focused on leveraged finance, including dedicated bank finance and private credit & direct lending practitioners, with proven track records across the capital structure and industries, ranging from bilateral or single-lender deals to broadly syndicated, multi-tranche and multicurrency deals.

With a global platform of approximately 3,500 lawyers in 20 cities across the United States, Europe, the Middle East and Asia, Kirkland & Ellis provides elite legal advice and a relentless commitment to client service. Kirkland is a market-leader in each of its core practice areas, including private equity, M&A and other complex corporate transactions; investment fund formation and alternative asset management; restructurings; high-stakes commercial and intellectual property litigation; and government, regulatory and internal investigations.

Lockton is the world’s largest independent insurance broker. What makes Lockton stand apart is also what makes us better: independence.

Lockton’s private ownership empowers its 10,750+ Associates doing business in over 140 countries to focus solely on clients’ risk and insurance needs. With expertise that reaches around the globe, Lockton delivers the deep understanding needed to accomplish remarkable results. Our 97% client retention rate speaks for itself.

Lodestone People Consulting was founded to make organizational assessment and effectiveness accessible to all PE firms. We are business psychologists and Human Capital leaders who assist investors and boards with management team assessment; with scientifically assessing and building out effective leadership teams; with merging, growing, and creating positive organizational cultures; with advising and developing leaders throughout the organization; and with auditing and optimizing human capital practices in portfolio companies. Lodestone’s hallmark is pragmatically tying human capital science to business outcomes in a cost-effective way for large and small private equity firms and their portfolio companies.

Maine Pointe is a global supply chain and operations consulting firm that drives compelling economic returns for clients. Our Total Value Optimization™ (TVO) strategy improves cost, cash, growth and resilience across planning, procurement, logistics, operations, and data analytics. Working with executives and their teams, we break through functional silos and rapidly transform the plan-buy-make-move supply chain, with a typical 4:1 to 8:1 ROI. Our unique 100% guarantee of engagement fees is based on annualized savings. 

McDermott Will & Emery partners with leaders around the world to fuel missions, knock down barriers, and shape markets. Our team works seamlessly across practices and industries to deliver highly effective solutions that propel success. More than 1,400 lawyers strong, we bring our personal passion and legal prowess to bear in every matter for our clients and the people they serve.

McKinsey is a global management consulting firm committed to helping organizations accelerate sustainable and inclusive growth. We work with clients across the private, public, and social sectors to solve complex problems and create positive change for all their stakeholders. We combine bold strategies and transformative technologies to help organizations innovate more sustainably, achieve lasting gains in performance, and build workforces that will thrive for this generation and the next.

NewSpring Capital founded in 1999, NewSpring partners with the innovators, makers, and operators of high-performing companies in dynamic industries to catalyze new growth and seize compelling opportunities. We manage approximately $3.5 billion across five distinct strategies covering the spectrum from growth equity and control buyouts to mezzanine debt. Having invested in over 200 companies, NewSpring brings a wealth of knowledge, experi-ence, and resources to take growing companies to the next level and beyond.

NFP, an Aon company, is an organization of consultative advisors and problem solvers helping companies and individuals address their most significant risk, workforce, wealth management and retirement challenges. With colleagues across the US, Puerto Rico, Canada, UK and Ireland, we serve a diversity of clients, industries and communities. Our global capabilities, specialized expertise and customized solutions span property and casualty insurance, benefits, wealth management and retirement plan advisory. Together, we put people first, prioritize partnerships and continuously advance a culture we’re proud of. 

Founded in 2006, we are a Top 35 Board/Executive Search, Selection, Assessment, Development, & Investment Firm. Our placements are cross-functional to including Board, the C-Suite, all enterprise leadership, and all tiers of VP. With control investors representing over 80% of the firm’s client base, NorthWind is the leading bespoke advisory at the intersection of private equity and government-influenced & heavily regulated industry segments. Our primary industries include Aerospace/Defense & Government Services, Manufacturing/Industrials, Business/Professional Services, Energy Services, Healthcare, Technology, and Transportation & Logistics. 

Novata is your sustainability management partner. Our trusted data management platform and advisory practice empowers our clients to confidently align business decisions to their sustainability goals. Our solutions automate data collection and reporting, streamline carbon accounting, and simplify regulations. We make it easy for organisations to achieve their sustainability goals, because it’s good for business and it’s good for the planet.

Our mission is to help people see data in new ways, discover insights, and unlock endless possibilities.

Palm Tree is the modern M&A advisor. It integrates financial, operational, and investment banking services in a single-source platform that advises and executes on value creation initiatives that power transactions, transitions, and transformations.

Founded in 2010, Palm Tree was born out of private equity and approaches engagements with the results-driven focus of owners and operators. Its teams draw from experience in private equity, financial consulting, Big-4 accounting, investment banking, and business operations to deliver on the time-sensitive, uncompromising demands of strategic events.

Primary Wave IP Investment Management is the leading manager focused on investing in music intellectual property, with over $3.5 billion in AUM. Primary Wave has invested in the music IP of iconic artists Bob Marley, Prince, Whitney Houston, James Brown, and The Doors, among many others, and recently announced a $2 billion JV with Brookfield.

Ramp is a financial operations platform designed to save companies time and money. Our all-in-one solution combines payments, corporate cards, vendor management, procurement, travel booking, and automated bookkeeping with built-in controls and intelligence to maximize the impact of every dollar and hour spent. Over 30,000 customers, from family farms to space startups, have saved $2 billion and 20 million hours with Ramp. Founded in 2019, Ramp enables tens of billions in purchases annually. 

Robin AI is a Legal Intelligence Platform built specifically for businesses, providing both software and services. We’re one of the world’s fastest-growing applied AI companies, supporting legal teams on four continents to take advantage of legal intelligence, by breaking free from slow, expensive and manual legal traditions Robin is combining deep AI, legal and business expertise to help you grow. By revolutionizing legal review processes such as editing and extracting data from contracts, our tools enable faster and scalable business growth and boost productivity by allowing humans to focus on higher-value strategic tasks. We build proprietary AI models, license data, and leverage strong partnerships with Anthropic and AWS to support leading companies including GE, Pfizer, KPMG, and UBS.

Roland Berger is a leading global strategy consultancy across all relevant industries and business functions. We support our clients along the full investment life cycle, from M&A strategy to exit support, to help investors boost their returns. Globally, Roland Berger has worked with more than 500 Private Equity clients and investment funds. Our Transaction & Investor Support Services team is uniquely positioned to support private equity, strategic investors, and corporations in transaction processes, with 80+ senior experts with in-depth industry knowledge. Our integrated team provides extensive transaction capabilities, rooted in deep industry and functional expertise to create value for our clients.

Ropes & Gray, a preeminent, global law firm, has been ranked in the top-three on The American Lawyer's prestigious "A-List" for eight years and is ranked #1 on Law.com International's "A-List" in the U.K.—rankings that honor the "Best of the Best" firms.  The firm has approximately 1,500 lawyers and legal professionals serving clients in major centers of business, finance, technology, and government in Boston, Chicago, Dublin, Hong Kong, London, Los Angeles, New York, San Francisco, Seoul, Shanghai, Silicon Valley, Singapore, Tokyo and Washington, D.C.  The firm has consistently been recognized for its leading practices in many areas, including private equity, health care, life sciences, M&A, finance, asset management, real estate, tax, antitrust, intellectual property, litigation & enforcement, privacy & cybersecurity, and business restructuring.

Simpson Thacher & Bartlett LLP is one of the world’s leading international law firms, with approximately 1,500 lawyers operating out of 13 offices worldwide. The firm provides coordinated legal advice and transactional capability across more than 30 major practice areas to public and private companies, boards, private equity firms, investors, banks, public utilities, nonprofits and individuals in nearly every sector. Our market-leading practices include M&A, capital markets, banking, restructuring and special situations, funds, regulatory, antitrust, executive compensation and employee benefits, tax, intellectual property, privacy and cybersecurity, as well as arbitration, dispute resolution and litigation.

Stax is a global strategy consulting firm specializing in commercial due diligence, value creation, and exit planning for private equity firms, PE-back companies, hedge funds, and investment banks. The firm works across a diverse range of industries including software/technology, healthcare, business services, industrial, consumer/retail, and the events ecosystem. Stax partners with clients to provide data-driven, actionable insights designed to drive growth, enhance profits, increase value, and make better investment decisions.

With an international geographic reach, Winston & Strawn’s integrated tax practice addresses virtually all areas of tax law. Our transactional practice has substantial experience in structuring taxable and tax-free corporate restructurings, acquisitions and divestitures, as well as partnership and joint venture arrangements for U.S. and foreign businesses. Additionally, our tax attorneys are active in private equity and REIT transactions and often advise clients on the tax consequences related to corporate debt restructuring and other workouts.

WithumSmith+Brown (Withum) was founded in 1974 and ranks in the top 25 largest public accounting and consulting firms in the U.S, providing world-class accounting, audit, tax and business advisory services to mid-market companies across the country and around the globe. The Firm’s Financial Services Industry Group serves clients reflecting the diversity of the industry, including hedge fund managers, venture capital firms, private equity firms, mortgage bankers, SPACS, broker-dealers and regulated investment companies. The Firm understands the challenges of operating in a complicated, highly regulated environment, and how to successfully comply with SEC and other rules which often require the expertise of independent auditors and consultants.

Candido Martins Cukier is a transactional law firm with solid experience in mergers and acquisitions, private equity, capital markets and estate planning. We listen to the customer with commitment. We understand their needs and position ourselves clearly, creating success stories. Unlike other firms, our purpose has always been to remain as a firm focused on middle market transactions with a full understanding of our clients’ issues and with the fingerprints of our partners throughout all stages of the projects. Although we do focus on middle market transactions, we have been involved in several complex large M&As as well as transactions involving start-ups. Our focus is always on the client and to understand their needs throughout the whole process. We accompany the clients throughout their journeys and always stay with them after the end of the trans-action to assist in several other issues on a more personal level.

Carta is a platform that helps people manage equity, build businesses, and invest in the companies of tomorrow. We manage over three trillion dollars in equity for over two million people globally. Trusted by more than 40,000 companies and over 5,000 funds and SPVs, we provide cap table management, compensation management, venture capital solutions, and more. Private equity firms and their portfolio companies rely on Carta for integrated equity management and waterfall modeling. Our mission is to unlock the power of equity ownership for more people in more places.

Ranked among the top law firms in the country, Cozen O’Connor has more than 925 attorneys in 32 cities across two continents. We are a full-service firm with nationally recognized practices and we provide sophisticated advice aimed at one simple goal: getting the right result for our clients. Our Health Care and Life Sciences Transactions Practice has deep industry and regulatory knowledge and are capable of executing transactions of all sizes and types.

Crisil Integral IQ delivers solutions and actionable intelligence to top financial institutions, driving strategic transformation, risk optimization, and operational excellence. Our offerings across research, risk, lending, analytics and operations have empowered clients to navigate complex markets, mitigate risks and unlock new opportunities. Our domain expertise, innovative solutions, future-ready technologies such as AI and data science give clients the confidence to accelerate growth and achieve sustainable competitive advantage. Our globally diverse workforce operates in the Americas, Asia-Pacific, Europe, Australia and the Middle East.

Evalueserve is a global leader in providing financial services clients with technology-enhanced services that optimize processes and heighten productivity. The company develops innovative and sustainable solutions across financial industries, including over 60 of the world’s largest financial institutions. With a presence in more than 45 countries across five continents, they excel in leveraging state-of-the-art technology, domain-specific AI solutions, and deep subject matter expertise to elevate their clients’ strategic decision-making and business impact.

EXL (NASDAQ: EXLS) is a global data and AI company that offers services and solutions to reinvent client business models, drive better outcomes, and unlock growth with speed. Leveraging 25 years of industry experience, EXL's Private Equity practice provides a comprehensive suite of solutions across the investment lifecycle, from deal origination and due diligence to PortCo optimization. Founded in 1999, EXL is headquartered in New York with 60,000 employees globally.

Gibson Consulting is a Chicago-based Supply Chain Consulting Firm that has served Private Equity & Fortune 1000 Companies in 100+ countries for 35 years. We provide our expertise to global clients across an array of industries. Our teams work with clients in the field through implementation to deliver transformational results:

• Strategic Sourcing & Logistics: Reduce supply chain costs & maximize overall value received
• Skills-Based Training: Provide clients with best-in-class skills to optimize supply chain performance

Loeb & Loeb is a premier law firm focused on helping organizations and individuals innovate, grow and evolve in a changing world. Our market leading practice and industry teams deliver practical insight and strategic solutions in complex deals, high-profile disputes, cutting-edge regulatory issues and other matters critical to our clients' success. The firm has approximately 450 lawyers across eight offices in the United States and Asia.

At OMNIA Partners we offer private equity firms and their portfolio companies unmatched speed to savings for all spend categories, resulting in immediate impact and long-term strategic value. OMNIA Partners unites industry-leading purchasing power and market-leading supplier partners to deliver an extensive and diverse portfolio of 150+ contracts.

OMNIA Partners delivers superior results, averaging 15%-25% savings versus sourcing independently.

Explore how OMNIA Partners can help your private equity firm enhance efficiency and value in procurement.

ProsperOps is the leading FinOps automation platform for AWS, GCP & Azure. Founded in 2018, ProsperOps provides an intuitive, autonomous cost optimization experience that automatically manages discount instruments to maximize savings and minimize commitment risk. By removing the effort, latency, and risk associated with manually managing rigid, long-term discount instruments, ProsperOps simplifies cloud financial management. We are a founding member of the FinOps Foundation, a FinOps certified platform, AWS Cloud Management Tool Competency, GCP Partner, and a Gartner Cool Vendor in Cloud Computing.

Revenue Management Labs (RML) was founded in 2015 as a boutique revenue management consulting company by Michael Stanisz and Avy Punwasee. With experience in both industry and consulting, they built RML to deliver actionable pricing strategies tailored to real-world challenges. Their hands-on approach ensures clients can implement and sustain growth-driven pricing solutions. Today, RML is a fast-growing revenue management consulting firm, helping businesses worldwide drive growth through in-depth insights, innovative pricing, and practical solutions. Their client-centric focus creates long-term value for business leaders across industries.

Taylor Wessing is a transatlantic law firm which has provided full-service legal advice to North American private equity, tech and life sciences companies of all sizes for over 30 years. Our US team, based in San Francisco, includes UK and German lawyers who advise our clients on complex cross-border M&A, JV and VC transactions, specializing in providing support for investment funds and fast-growth companies. The team also advises US companies on European expansion activities and compliance with global data privacy and evolving AI regulations. Taylor Wessing has 28 offices in 17 jurisdictions across the US, Europe and MENA. Our US team supports clients in time zone by coordinating with our international offices to create multi-jurisdiction advisory teams.  

The Tolan Group (TTG) is a retained executive search firm recognized for its private equity portfolio experience and performance driven placement services. TTG is a Hunt Scanlon Top 40 Healthcare, Top 60 Finance and one of the top 100 executive search firms focused on private equity in the United States. We are at the forefront of identifying and recruiting proven portco leaders, partnering with dozens of PE firms to hire leaders and build management teams. We place directors to C-Level executives across each platform investment.

UMB Fund Services provides a customizable, proprietary technology platform for accounting, recordkeeping and reporting for private equity, hedge funds, funds of funds, opportunity zone funds, private debt, real estate and venture capital. Our full-service lineup includes fund administration and accounting, investor servicing, tax preparation and reporting, and custody. UMB’s flexible solutions, high-touch service and product expertise are backed by the stability of a highly capitalized parent that has been around for 100+ years.

Our global fund services team combines industry-leading technology with high-quality customer service to offer solutions for alternative investments, mutual funds and exchange-traded products. Working alongside our corporate trust and custody team, the group holds more than $11 trillion in assets under custody and administration and operates a network of more than 3,600 employees in offices across the U.S. and Europe.

Alias Intelligence is a leading background investigations and due diligence firm delivering the information and insights investors need to grow and navigate their businesses. Alias provides comprehensive background checks, corporate due diligence, ongoing monitoring, and other business investigations to help our clients effectively evaluate relationships, opportunities, and risk. Alias delivers powerful reporting while fostering collaborative relationships.

Bennett Jones LLP is an internationally recognized Canadian law firm. We are home to over 500 lawyers and business advisors in Toronto, Vancouver, Calgary, Edmonton, Ottawa, Montreal and New York. We stand by our clients and see things from their perspective—across sectors, industries and borders.

Our Private Equity & Investment Funds group advises clients through all stages of the investment lifecycle, with a strong focus on Canada–US cross-border transactions. We deliver tailored, strategic guidance to sophisticated investors aiming to balance risk and return while navigating complex legal, tax and regulatory challenges.

Blake, Cassels & Graydon LLP (Blakes) is a leading Canadian law firm with offices across Canada, as well as in New York and London.

The Firm has one of the strongest and most experienced private equity legal practices in Canada.  They drive innovative investment structures and strategic thinking, with a depth of industry knowledge and perspectives in each Canadian market.

Lambert by LLYC is a strategic communications firm specializing in public relations, investor relations, and integrated marketing. Our mission is to drive strategic growth for our clients through every stage of their capital needs. Whether you're an emerging startup, a publicly traded company, or a private equity firm gearing up for your next transaction or fundraise, our expert team is committed to illuminating and amplifying your financial narrative to ensure it’s both visible and impactful.

Pillsbury is a prominent global law firm advising clients in Technology, Energy & Infrastructure, Financial, Life Sciences & Digital Health, Real Estate & Construction, and other industries. Serving clients from startups to large enterprises, the firm provides integrated services with deep commercial insight. Operating across the Americas, Europe, Asia, Africa, and the Middle East, Pillsbury’s practices are consistently recognized for excellence by leading publications.

Our M&A and Private Equity practices support public and private mergers, buyouts, cross-border transactions, and distressed M&A. We have deep experience in control and non-control investments, supported by a strong Leveraged Finance team and complementary practices. 

Torys is an international business law firm known for its sophisticated counsel, best-in-class client service and the most cohesive cross-border team in the market. We are uniquely equipped to serve clients investing in the U.S., Canada and globally, offering sophisticated solutions for fund formation and alternative investments across asset classes. Our team members in our New York, Toronto, Calgary and Montréal offices work seamlessly together, offering integrated transactional, regulatory, tax and structuring advice on our clients’ work, drawing from our long history in the private equity industry and our understanding of changing market terms and industry practices.

Weaver is a national accounting and advisory firm with offices from coast to coast. But we’re no ordinary accounting firm, we have an unwavering commitment to our clients’ success, acting with integrity and always striving to transcend expectations. Our services span assurance, tax and advisory, and we navigate the complexities of the funding lifecycle from deal sourcing to managing the portfolio and harvesting the investment. Weaver delivers value to reach financial goals and strengthen your framework for growth.

AB Private Credit Investors is the $19.2+ billion direct lending platform of AllianceBernstein. We provide flexible financing solutions primarily to private equity–backed companies and directly to private equity funds managed by leading sponsors. We also make equity co-investments alongside our sponsor relationships.

Berkshire Global Advisors has been a trusted leader in M&A and strategic advisory services in the financial services industry for over 40 years. As an independent, employee-owned investment bank, we specialize in wealth management, investment management, private markets, fintech, and related sectors.

Our depth of experience and client-first approach ensure tailored strategies aligned with our clients' growth, strategic, and liquidity objectives. With over 575 successful transactions, we leverage deep market knowledge to foster innovative and lasting partnerships.

Our private markets advisory practice focuses on financing and strategic transactions across private equity, credit, real estate and infrastructure GPs, where we help firms with capital solutions to solve for GP financing needs, secondary liquidity, succession planning, continuation vehicles and other solutions to optimize platform execution.  

Consero Global, backed by BV Investment Partners, disrupts how Investment Managers and PE/VC-backed software, professional services, healthcare firms, and nonprofit organizations build and scale their finance departments. Consero’s Finance as a Service (FaaS) combines AI-enabled technology, processes, and people that deliver precise financial visibility, operational scalability, and a lower, more predictable cost structure. Consero also offers Flex Finance, Flex Resources, and Advisory Services to meet our partners’ needs at every stage of growth.

Cravath, Swaine & Moore LLP has been known as one of the premier U.S. law firms for more than two centuries. Each of our practice areas is highly regarded, and our lawyers are recognized around the world for their commitment to the representation of our clients’ interests. Cravath’s global private equity practice advises private equity firms and their portfolio companies on all aspects of private equity investing. Our private equity clients encompass traditional leveraged buyout funds, real estate, credit and hedge funds, as well as new and non‑traditional participants in the private equity space, including pension plans, family offices, insurance companies and sovereign wealth funds.

Deel is the all-in-one payroll and HR platform for global teams. It helps companies simplify every aspect of managing a workforce, from onboarding, compliance and performance management, to global payroll, HRIS and immigration support. Deel works for independent contractors and full-time employees in more than 150 countries, compliantly. And getting set up takes just a few minutes. For more information, visit Deel.com

Eight Advisory is an independent financial, operational and strategic consulting firm, specializing in Transactions, Restructuring and Transformation. We work with companies of all sizes (SMEs, listed companies, and multinationals) and support managers, shareholders, banks and potential investors in decision-making at an international level. 

Gain.pro is on a mission to provide global private market visibility. Our industry-leading platform empowers investors, advisors, and C-suite executives with the deepest private market insights, combining human curation with GenAI for faster, data-driven decisions. It delivers the highest quality information on the companies that matter to you most. We serve 100% of MBB/Big-4 advisories, clients representing >$1 trillion of private equity capital and more than 70% of the top-20 global M&A houses.

Holden Advisors is a boutique consulting firm specializing in B2B pricing and sales performance. We help companies understand their value through the eyes of their customers and use these insights to develop, price, and sell solutions that meet evolving market demands. Our tailored strategies help to improve differential value and go-to-market execution. With decades of expertise in value-based pricing, sales strategy, and negotiation, we partner with companies to build and protect their pricing power.

At it|venture, we provide technology services for private capital markets, building long-term relationships with managers, advisers, and investors in the alternative investment industry. With a global client base, our seamless technology solutions bridge the gap between business and technology, helping clients overcome challenges efficiently. Whether you need to optimise your data infrastructure, integrate innovative technologies, or streamline operations, we deliver tailored solutions that align with your unique objectives.

Morrison Foerster’s private equity practice spans key commercial centers across North America, Asia, and Europe. We advise private equity sponsors on the full investment lifecycle, from fund formation to minority and control investments to portfolio company management to exit. With deep middle-market expertise, we help clients navigate complex transactions with agility. Our team provides tailored solutions across various sectors, including technology, food + ag, ADG, healthcare, business services, consumer products, financial services, and industrials/infrastructure.

NetSuite has everything you need to grow, all in one place. We believe that with unified information, every business achieves their vision.

NEXT LEVEL Partners® (NLP), established in 2003, is a Naples, Florida-based consulting firm specializing in Lean enterprise transformation. Founded by the original architects of the Danaher Business System, NLP partners with clients to create sustainable competitive advantages in revenue growth, profitability, and cash flow. Their services include Strategy Execution, Lean transformation, Interim Management, Retained Search, and Operational Due Diligence catering to industries such as manufacturing, healthcare, finance, hospitality and entertainment, and distribution / logistics. NLP's approach focuses on knowledge transfer and change management to develop breakthrough capabilities that deliver exceptional customer value.

NU Advisory Partners is a retained executive search and advisory firm specializing in senior executive, operating, and board roles, with deep expertise in private equity-backed environments.

Executive search hasn’t changed in 50+ years. We were founded to break the mold on an industry that’s slow, outdated, and inefficient.

We leverage tech and AI—whether we’re building, buying, or modifying—to make search smarter, faster, and built for how PE firms and portfolio companies move in 2025. No wasted time. No outdated playbooks. No excuses. Just a better experience for clients, candidates, and ourselves.

Welcome to the future of search. 

PwC's private equity professionals provide integrated solutions to challenges at every level of our clients' businesses, from deal strategy through value creation. We leverage our experience and emerging technology to timely identify and resolve issues encountered throughout the transaction and portfolio company lifecycle, as well as issues unique to the private equity fund. We help make the complex world of private equity feel a little simpler.

The Trusted Global Technology Choice for Financial Private Equity

Thrive provides our Private Equity customers and partners with a competitive market advantage in leveraging technology for value protection and value creation. By offering pragmatic and reasonable solutions that align with the overall investment strategy and deal by deal thesis, Thrive can deliver the expertise Private Equity firms and their portfolios demand at the speed in which they operate.

Thrive delivers global technology outsourcing for cybersecurity, Cloud, networking, and other complex IT requirements. Thrive’s NextGen platform enables customers to increase business efficiencies through standardization, scalability, and automation, delivering oversized technology returns on investment (ROI). They accomplish this with advisory services, vCISO, vCIO, consulting, project implementation, solution architects, and a best-in-class subscription-based technology platform.

Treya Partners offers a comprehensive set of procurement and supply-chain services to help Private Equity firms identify and unlock value across their portfolio. Our holistic approach is designed to help identify high-return areas where value can be created quickly and in a non-disruptive manner. Treya has worked with 65+ Private Equity firms, 450+ portfolio companies, and with 10+ industries. Our industry expertise includes manufacturing, distribution, healthcare, consumer products, and technology.

As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families and institutions by remaining true to our enduring principles of service, expertise and integrity. A globally recognized Fortune 500 Company in continuous operation since 1889, we’ve built a legacy of empowering clients to reach their goals with confidence. Since our roots as a trust bank, we’ve grown to a global presence with more than 24,000 employees in more than 20 countries and across five core business units: Wealth Management, Asset Management, Asset Servicing, Technology and Corporate Functions. Visit us on northerntrust.com. Follow us on X (formerly Twitter) @NorthernTrust or Northern Trust Corporation on LinkedIn. 

WSJ Pro Private Equity is a suite of news, analysis and data provided by the Wall Street Journal to elevate business professionals. Member benefits include the following: Add-On Deals Database - Access over 8,000 entries, LP Commitments Database - Limited partner commitments to private equity funds & links to underlying LP documents, Newsletter & Alerts - Daily updates on everything happening in the PE industry, Quarterly special reports for deep dives.