Platinum Sponsor Spotlight

Alliance Resource Group

Alliance Resource Group is a nationally recognized Finance and Accounting talent partner specializing in Executive Search and Interim Consulting. We leverage our deep connections within California’s business community and a 100,000+ nationwide network to match top talent with some of our country’s most respected companies.

We go deep to understand both the companies we work with and the unique skills, experience, and drivers of each candidate. Our approach eliminates inefficiencies in the hiring process and leads to greater employee engagement and retention.

With real-world experience in the sectors we serve, our team understands business — especially from the CFO perspective. No other firm can match the depth of our financial recruiting expertise or our knowledge of the talent community in Southern California and beyond.

 

Bank of America Merrill Lynch

Whether raising capital in Orange County or financing equipment in Dallas, hedging currencies in Frankfurt or expanding a business in Canada, we understand the challenges our clients face around the world. We combine local knowledge and a global perspective to tailor solutions to meet our clients’ goals. We are one of the largest U.S. commercial lender and depositor. And we have one of the top market-making and investment banking platforms.

 

Buchalter

Buchalter is a full-service business law firm representing local, regional, national, and international clients in a multitude of practice areas and their subspecialties, among them: Bank and Finance, Corporate, Health Care, Litigation, Insolvency and Financial Law, Intellectual Property, Labor and Employment, Real Estate, and Tax and Estate Planning. Buchalter has more than 510 attorneys with offices in California, Arizona, Colorado, Georgia, Oregon, Tennessee, Utah, and Washington.

Our founding principle—providing our clients with the best business solutions—continues to lead us. We value each client relationship, recognizing that their success is our success. Our overarching goal—getting the best results for the client in a timely manner with sensitivity to cost—has engendered client loyalty, and the firm has grown from that loyalty.

 

Hardesty

Hardesty LLC is a leading executive talent solutions firm specializing in C-Suite placements. With a proven track record of success, they have placed over 1,000 CFOs and helped over 500 companies achieve their business goals. Hardesty offers a comprehensive suite of services, including executive search, interim executive placement, and leadership consulting. Their team of experienced professionals possesses deep industry knowledge and a strong understanding of the evolving needs of businesses. Hardesty is committed to building long-lasting relationships with clients and candidates, ensuring a seamless and successful talent acquisition process.

 

 

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.

 

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/

 

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.

 

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 Locke

Troutman Pepper Locke 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/

 

U.S. Bank

U.S. Bancorp (NYSE: USB), with more than 70,000 employees and $686 billion in assets as of September 30, 2024, is the parent company of U.S. Bank National Association, the nation’s 5th largest bank.  Headquartered in Minneapolis, MN, the company serves millions of customers locally, nationally, and globally through a diversified mix of businesses including Consumer Banking, Business Banking, Commercial Banking, Institutional Banking, Payment Solutions and Wealth Management.  U.S. Bancorp has been recognized for its approach to digital innovation, community partnerships and customer service, including being named one of the 2024 World’s Most Ethical Companies and Fortune’s Most Admired Superregional Bank.

Learn more at usbank.com/about

 

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.