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Sanli Pastore & Hill, Inc.
With four locations in the states and two abroad, Sanli Pastore & Hill is staffed with seasoned providers of business valuations for merger and acquisition advisory services and for shareholder buy-outs, transaction advisory services, financial opinions, and fairness and solvency opinions. Our litigation support and expert witness testimony for economic and financial issues, valuations, opinions, and damage calculations covers a wide span of complex issues such as estate planning, shareholder disputes, and marital dissolutions.
For more information on our services and how we may be able to assist with your needs, please visit https://www.sphvalue.com/ or contact Nevin Sanli at nsanli@sphvalue.com or (310) 571-3400.
Bank of America Merrill Lynch
Bank of America Merrill Lynch is one of the largest commercial banking groups in the U.S. and is committed to helping businesses capitalize on opportunities locally and worldwide. Deeply experienced client managers focus on connecting priorities and business challenges to solutions and experience. Offering a powerful platform and proven leadership, Bank of America Merrill Lynch’s local teams provide access to a full range of financial solutions from credit, treasury, capital markets and retirement services, to wealth management products provided through Merrill Lynch and U.S. Trust.
For additional information regarding Bank of America Merrill Lynch, please contact Adam McCann at adam.mccann@bofa.com or 949.287.0417.
CSuite Financial Partners
CSuite Financial Partners is a rapidly growing national executive services firm providing financial management leadership to companies in every industry, regardless of size, throughout the United States. Clients call on us to bring them through the most critical difficulties facing the CFO. In order to respond to those needs, we've built a team of partners and professionals who are CPAs and MBAs each averaging more than 25 years of experience. Each brings a diverse background gained from working with private equity owned, privately held, and public companies. We work closely with our clients to craft the custom solutions needed to tackle the unique challenges they face. These solutions are deployed through one or more of our three areas of practice: Interim, Project, and Search.
For more information on our services or how we may be able to assist you, please contact Arthur Cohen, Founder and National Managing Partner, at (310) 989-4321 acohen@csuitefp.com
D.A. Davidson
As a leading, full-service investment bank, we draw on our deep industry expertise, comprehensive financial advisory and capital markets capabilities, and extensive transaction experience to generate outstanding outcomes for our clients. Our bankers combine advisory expertise with deep industry knowledge across the consumer, diversified industrials, financial institutions, and technology sectors.
For more information, please visit https://dadavidson.com/WHAT-WE-DO/Investment-Banking or contact Steven Orr at sorr@dadco.com or 714.850.8330.
Hardesty
Hardesty, LLC is a national executive services firm that provides on-demand financial management executives to a wide range of companies. Our CFOs, controllers and other financial management professionals have deep operational expertise across all industries. Whether interim, permanent or project basis, our team provides top line talent and bottom line results.
Visit http://hardestyllc.com/ for more information.
Morgan Lewis
Morgan Lewis' network of more than 2,200 legal professionals, including lawyers, patent agents, employee benefits advisers, regulatory scientists, and other specialists, provides a dynamic range of services working around the clock and around the world to respond to the needs of their clients. From their 30 offices in United States, Asia, Europe, and the Middle East, they work with clients ranging from established, global Fortune 100 companies to enterprising startups.
The Corporate and Business Transactions Practice at Morgan Lewis deploys a force of more than 400 lawyers in offices throughout the world - including two dozen transactional lawyers in Orange County and Southern California - who focus on mergers and acquisitions (including joint ventures, spin-offs and strategic alliances), private equity, securities (including public and private equity and debt offerings), emerging business and technology, real estate matters, and corporate governance. Morgan Lewis is one of the leading M&A and private equity law firms in the U.S. and was named a Top 10 M&A Transactions Law Firm by Thomas Reuters, Mergermarket, Bloomberg and Buyouts.
Visit www.morganlewis.com for more information.
RSM
RSM US LLP meets the needs of private equity firms and their portfolio companies with audit, tax and consulting solutions that are designed to maximize value throughout the fund life cycle. Private equity firms investing in the middle market turn to us because of our deep expertise serving midsized companies and an industry specialization that aligns with many firms' portfolios.
RSM US LLP is the leading provider of audit, tax and consulting services focused on the middle market, with more than 8,000 people in 80 offices nationwide. It is a licensed CPA firm and the U.S. member of RSM International, a global network of independent audit, tax and consulting firms with more than 37,000 people in over 110 countries. RSM uses its deep understanding of the needs and aspirations of clients to help them succeed. For more information, visit www.rsmus.com, like us on Facebook at RSM US LLP, follow us on Twitter @RSMUSLLP and/or connect with us on LinkedIn.
For more information on our private equity services, please contact our Western Region Private Equity Leader, Lloyd Miller, at lloyd.miller@rsmus.com or 949-255-6584.
ROARK
ROARK is a rapidly growing accounting and finance consulting and placement firm in Southern California. Our team partners with Boards of Directors, Owners, and Executive Management to help with the following:
- Audit Support/Technical Accounting
- Accounting and Finance Professionals who lead or support an ERP system implementation or upgrade
- Accounting and Finance expertise in the purchase or sale of a business
- Professional Service needs (CPA, Bank, and other trusted advisors). We know the best!
- Interim CFOs and Controllers
- Permanent Placement Search
Put simply, we Help | Help Hard | Help with a Good Heart.
For more information on our services or how we can help your company, please contact Eric Roark, President and CEO, at (909) 648-1102 or eric@roarkfs.com. We look forward to passionately serving you! http://roarkfs.com/
Singer Lewak
Serving the western United States since 1959, and a Top 100 Firm, SingerLewak has earned a reputation for professional excellence and expertise in accounting, tax and management consulting disciplines, with deep expertise working with privately owned enterprises, multi-generational family owned businesses and investor backed companies. We work hand in hand with our private sector and investor backed portfolio clients, to deliver full service value through the lifecycle of establishment, growth, and exits.
To find out more about our accounting, audit, tax advisory and valuation practice, visit us at www.singerlewak.com or contact our PE Group practice leader, Rob Schlener at: rschlener@singerlewak.com or our Privately Owned Business practice leader, David Krajanowski at: dkrajanowski@singerlewak.com or directly at 949-261-8600
To learn more, contact committee members Laurel Mannor Diane Wittenberg.
Stradling
Stradling is one of the west coast's leading business law firms with more than 130 attorneys practicing in 10 offices across California, Colorado, Nevada and Washington. Stradling's clients include emerging and high growth public and private companies as well as private equity, hedge funds and venture capital groups. Widely recognized for its expertise, responsiveness and outstanding client service, the Firm's size, structure, and culture allow it to provide the highest quality representation while maintaining the responsiveness and relationships commonly associated with smaller firms.
Visit http://www.sycr.com/ for more information.
Troutman Pepper
Troutman Pepper has more than 650 attorneys in 16 offices spanning the United States and China, including an expanding practice on the West Coast with close to 100 attorneys and four offices: Orange County, San Diego, San Francisco and Portland. The firm helps clients across sectors realize their business goals, including transacting for growth, resolving mission-threatening disputes and navigating complex legal and regulatory challenges. In Orange County, the firm represents privately and publicly held companies in emerging and middle markets, and clients in sectors, including financial institutions, investment banking, real estate, finance, manufacturing, insurance, technology, pharmaceuticals, food and beverage, energy and retail.
Troutman Pepper has cultivated its reputation for a higher commitment to client care for over 120 years. For additional information regarding Troutman Pepper, please contact Larry Cerutti at larry.cerutti@troutman.com or 949.622.2710 or visit us at https://www.troutman.com/
Withum
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 office locations 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 help your business grow and thrive – to Be in a Position of StrengthSM. Get to know us at www.withum.com.
For more information on our services, please contact Sven Johnston at sjohnston@withum.com or 949.409.7872.
Join us in Las Vegas for DealMAX® 2025!
DealMAX®, presented by ACG, is the middle market's can’t-miss M&A event. Join 3,000 dealmakers on April 7-9 for one-on-one meetings, networking, industry insights, fun and more.
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