Sponsorship at the
Independent Sponsors Summit

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.

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.

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.

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.

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.

Dime is a financial pillar in the communities we serve. Founded in 1864, we are a strong commercial bank, with a notable history of stability during turbulent times and we are well-positioned to always meet the safety needs of our clients. Through 2 World Wars, multiple regional conflicts, recessions, the financial crisis of 2008, the global pandemic, and the regional bank failures of March 2023, Dime has remained strong and secure. Dime is a New York State-chartered trust company with over $14B in assets. Dime's Lender Finance group provides customized credit solutions to specialty finance companies, non-bank lenders and credit funds. We support best-in-class originators across asset classes with bespoke, scalable, and flexible senior secured debt facilities to help power loan growth.

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.

Haynes Boone is an American Lawyer top 100 law firm, with more than 750 lawyers in 20 offices around the world, providing services for more than 40 major legal practices. We are among the largest firms based in the United States. Our growth has been driven by our client service strengths, especially our problem-solving acumen and our ability to collaborate with clients. We have a client-first philosophy, defining success as providing exceptional value to our clients and making real, tangible, and often remarkable contributions to their businesses. We are dedicated to continuing the heritage of excellence in the legal profession. We will stay focused on the long-term success of our clients, and we remain bound by our teamwork culture.

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.

Built on a 100+ year foundation of legal service, Ice Miller LLP is committed to helping our clients stay ahead of a changing world.

Jones Walker LLP is among the largest 145 law firms in the United States serving a full range of local, regional, national, and international business interests with more than 350 attorneys located in 20 offices. Our attorneys leverage the firm's footprint and depth across 35 practice teams to provide exceptional resources to our clients.

Katten is a full-service law firm with approximately 650 attorneys in locations across the United States and in London and Shanghai. Clients seeking sophisticated, high-value legal services turn to Katten for counsel locally, nationally and internationally. The firm's core areas of practice include corporate, financial markets and funds, insolvency and restructuring, intellectual property, litigation, real estate, structured finance and securitization, transactional tax planning, private credit and private wealth. Katten represents public and private companies in numerous industries, as well as a number of government and nonprofit organizations and individuals. For more information, visit katten.com.

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.

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.

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.

New York transactional firm advising sponsors and capital providers.

At National Business Capital, we work with business leaders who are growing, expanding, acquiring and need capital that moves with them. Whether you're planning an acquisition, taking on larger projects, upgrading infrastructure, or building new revenue streams, we provide the clarity and capital to help you take the next step with confidence.

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.

Revenue Management Labs partners with private equity firms and portfolio companies to unlock profitable growth through pricing, revenue management, and commercial strategy. With deep experience across consumer goods, food and beverage, industrials, and B2B sectors, RML helps leadership teams identify margin opportunities, improve price execution, and build stronger commercial capabilities. Our practical, data led approach turns strategy into measurable EBITDA impact, supporting value creation from diligence through ownership and exit, with a focus on speed, clarity, and sustainable results at scale.

When it comes to creating Portfolio Company (PortCo) value through operational efficiencies, pharmacy benefits are frequently overlooked yet offer opportunities for significant EBITDA improvement.

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.

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.

Sapien is the AI-native intelligence layer for finance and operations teams at mid-market companies to Fortune 50 enterprises. Sapien connects directly to ERPs, data warehouses and Excel, no migration or data wrangling required. AI agents accelerate implementation and automate reconciliation, analysis, reporting, and forecasting. Every output is fully auditable, so teams spend less time wrestling with data and more time driving decisions.

Seward & Kissel LLP, founded in 1890, is a leading U.S. law firm with offices in New York City and Washington, D.C., with particular expertise in the financial services, investment management, banking, and shipping industries. The firm is well known for its representation of investment advisers and related investment funds, broker-dealers, major commercial banks, institutional investors, and transportation companies (particularly in the shipping area). Its practices primarily focus on investment management, corporate, M&A, securities, litigation (including white collar), restructuring/bankruptcy, real estate, regulatory, tax, employment, and ERISA for clients seeking legal expertise in these areas.

STREAM Capital Partners specializes in underwriting, structuring, and executing sale leaseback and net lease investment sale transactions across all commercial property types in markets around the globe. As leaders in the single tenant sector, we advise buyers and sellers of all sizes on real estate strategy and dispositions.

Veritac Group is a fractional GTM execution firm for PE-backed and investor-backed mid-market companies. We design go-to-market strategies, build scalable demand generation engines, and align revenue teams to drive profitable growth. Our fractional CMOs, CROs, and CSOs are former operators, not career consultants. We have held the seat, carried the number, and scaled companies from inside. Across 500+ engagements, we have influenced $1B+ in enterprise value and delivered 30 to 50% CAC/LTV improvements. We embed, execute, and hand you a functioning growth engine. veritacgroup.com

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.

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.

Virtual Technologies Group (VTG) is a nationwide provider of managed IT services, cybersecurity, infrastructure management, and enterprise technology solutions. Founded in 1962, the company has built a decades-long reputation for delivering secure, scalable technology solutions that help organizations operate more efficiently and grow with confidence.

Withum is a forward-thinking, technology-driven advisory and accounting firm committed to helping clients be more profitable, efficient and productive in today's complex business environment. With offices in major cities and financial centers across the country, and as an independent member of HLB, the global advisory and accounting network, Withum serves businesses and individuals on a local-to-global scale. We provide the expert advice and innovative solutions you need to Be in a Position of StrengthSM in today's fast-paced, tech-driven world. Get to know us at www.withum.com.