IVCA 2016 Membership Directory_flip

Mayer Brown LLP

71 South Wacker Drive
Chicago, IL 60606
Phone: 312/782-0600
www.mayerbrown.com

Year Founded: 1880

Firm Type: Law Firm

Description: Mayer Brown is a leading global law firm with
900 lawyers in the Americas, 300 in Asia and 450 in Europe.
Our global reach and client-focused approach allow us to offer
integrated advice on complex matters worldwide. With
significant relationships with many leading private equity firms,
placement agents, banks and financial institutions around the
world, our lawyers have represented private equity sponsors in
almost every type of transaction. We are experienced with all
types of private equity investment vehicles, including leveraged
buyout funds, debt funds, infrastructure funds, mezzanine
funds, venture capital funds, special situations funds and real
estate funds. We are ranked as one of the most active law firms
in the world with respect to the number of private equity and
venture capital funds negotiated and structured on behalf of
general partners and limited partners. For more information
visit: www.mayerbrown.com

Firm Contacts:

John Noell Jr.
[email protected]

Lennine Occhino
[email protected]

193

McDermott Will & Emery LLP

227 West Monroe Street
Chicago, IL 60606
Phone: 312/372-2000
www.mwe.com

Year Founded: 1934

Firm Type: Law Firm

Description: McDermott Will & Emery is a leading
international firm, with 1,000 lawyers across 16 offices
worldwide. The firm is recognized for providing exceptional
client service to a broad range of sophisticated clients on
complex matters.

Our private equity practice is recognized nationally and prides
itself as a trusted advisor to both the private equity and venture
capital communities. Our approach is comprehensive, offering
cross-disciplinary services covering every aspect of a transaction.
Our approach enables our attorneys to advise the full range of
private equity participants. Our goal is simple, to help clients
navigate the complexities of virtually any transaction allowing
them to focus on the very heart of the deal.

The Chicago office has a deep team of highly-skilled private
equity lawyers with demonstrated success advising fund
sponsors of all sizes. Our lawyers have extensive experience
across the full range of private equity investment structures
including leveraged buy outs, going private transactions,
acquisitions of distressed assets and debt restructurings, minority
investments, dispositions and growth and venture capital
investments.

Firm Contacts:

Billy Hutchens
[email protected]

194

Neal, Gerber & Eisenberg LLP

Sponsoring Member
Two North LaSalle Street
Suite 2200
Chicago, IL 60602
Phone: 312/269-8000
www.ngelaw.com

Year Founded: 1986

Firm Type: Law Firm

Description: Neal, Gerber & Eisenberg LLP is a Chicago-based
law firm whose attorneys share a culture of teamwork and
devotion to personalized client service to advance our clients’
business interests throughout the U.S. and beyond. Our
attorneys provide legal business solutions to public and private
entities of all types in connection with domestic and global
business transactions and litigation. Our client base reflects a
number of Fortune 100 companies, financial institutions,
entrepreneurs and tech companies, nonprofits and high net-
worth individuals. Our full service firm is large enough to handle
nearly any legal matter throughout the world, yet small enough
that clients personally know the attorneys accountable to their
matters.

The firm's Fund Formation & Investment Management practice,
chaired by partner Michael B. Gray, represents a broad range of
funds, fund managers, sponsors and portfolio companies. Clients
include asset management firms, limited partners, portfolio
companies, hedge funds, private equity and venture funds,
family offices and fund-of-funds. By representing both fund
managers and investors, we are able to maintain in-depth
insights into the trends affecting the structuring and terms of
funds, private equity transactions, venture capital transactions
and other transactional matters. To best serve our clients, we
utilize a cross-disciplinary team approach to counsel our clients.

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Firm Contacts:
Cristina Demento
[email protected]
Michael Gray
[email protected]
Josh Klein
[email protected]

196

Plante & Moran, PLLC

10 South Riverside Plaza
9th Floor
Chicago, IL 60606
Phone: 312/207-1040
www.PlanteMoran.com

Year Founded: 1924

Firm Type: Accounting

Description: About Plante Moran's Private Equity and
Venture Capital Practice:

As a leading business consultant and CPA firm for the
sophisticated middle market, we have been trusted to help
companies and investors buy and sell businesses for 90 years.
This gives us an unparalleled level of transactional experience
and uniquely situates us to be advisors for private equity and
venture capital funds focused on middle market companies.
For your acquisitions, we will bring a team to your project that is
accustomed to working in the industry of the target business.
We also have extensive experience in the unique aspects of
auditing these funds and providing tax structuring and
preparation services for large complex partnerships. These, we
believe, are many of the reasons our Private Equity and Venture
Capital Practice has become a trusted resource to many of the
area's leading funds.

Our depth of services includes the following:
• Providing audit and tax preparation for private equity and

venture capital funds and their corresponding portfolio
• and management companies
• Expert in audits for small business investment companies
• Tax, GAAP, and financial consulting on fund formation and

portfolio acquisitions
• Tax, financial, and technology due diligence
• Support for corporate finance
• Business valuation
• Industry-specific expertise
• Employee assessment

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• Family office and tax services for successful private equity and
venture principles

About Plante Moran:
Plante Moran is the 7th largest accounting and consulting firm in
Chicago (Crain's Chicago Business, September 28, 2015). We
serve a client base of privately owned and publicly traded
companies, including private equity and venture capital, family
office, health care, technology, manufacturing and distribution,
real estate, construction, insurance companies and service
providers. We also serve not-for-profit organizations. Our clients
conduct business in local, regional, national and international
markets.

Plante Moran is a member in good standing of the Private
Companies Section of the American Institute of Certified Public
Accountants (AICPA) and a registrant of the Public Company
Accounting Oversight Board (PCAOB). We have earned our
reputation as being one of Chicago's and the Midwest's most
trusted business advisors and auditors through our commitment
to the highest professional standards.

Plante Moran has a staff of more than 2,200 professionals
throughout Illinois, Michigan, and Ohio with international offices
in Shanghai, China; Monterrey, Mexico; and Mumbai; India.
Plante Moran has been recognized by a number of
organizations, including FORTUNE magazine, as one of the best
places to work for the 17th consecutive year.

Firm Contacts:

Mark Blumenthal
[email protected]

Greg Rief
[email protected]

198

Polsinelli PC

161 N. Clark Street
Suite 4200
Chicago, IL 60601
Phone: 312/819-1900
www.polsinelli.com

Year Founded: 1972

Firm Type: Law Firm

Description: Polsinelli is a business law firm with more than
680 attorneys in 17 offices spanning the country from Los
Angeles to New York, including 80 lawyers in Chicago. Serving
corporations, institutions, entrepreneurs, and individuals, our
attorneys build enduring relationships by providing legal counsel
informed by business insight to help clients achieve their
objectives. This commitment to our clients' businesses has
helped us become the fastest-growing law firm in America.

We've built a firm of attorneys who are focused on providing
clients with straightforward, business-oriented legal advice and
developing lasting client relationships. With a mindset of
responsibility that goes beyond offering stratight legal advice to
partnering with in-house counsel and business leaders to
anticipate risks and indentify opportunities. Polsinelli attorneys
help clients assetss trade-offs and make direct recommendations.

We believe that a deep understanding of your business is a
prerequisite to providing legal advice that has practical
application within your unique context. Our practice groups
develop client-focused insights on how your business may be
impacted by current industry trends and the regulatory
envinronment. We have a nationwide group of lawyers who
regularly counsel venture capital and private equity funds in a
myriad of issues, and so we understand your business objectives
and the market.

We strive to align our services to our clients' business goals.
Doing so has allowed us to attract experienced attorneys across
the country seeking a platform best suited to their clients'

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priorities. With our firm's concentration of presence in lower-
overhead markets, we are able to offer more comprehensive
services than local or regional firms and more competitive overall
cost than national firms concentrated in higher cost markets.
The firm's strategic focus is in six areas which include Health
Care, Financial Services, Real Estate, Life Sciences and
Technology, Energy and Business Litigation. More broadly, we
have depth of experience in practices organized around more
than 100 services and 70 industries.
Our basic philsophy is that clients have business challenges to
deal with every day; but working with their legal adviosry
shouldn't be one of them. We appreciate the complexity and
pace of our clients' businesses, and the decisions and challenges
which they face, so we don't encumber them with legal
ambiguities. Our focus is on being responsive, establishing a
predictable and reasonabl rate structure that works within our
clients' parameters, and always approaching our clients with an
attitude of mutual respect.

Firm Contacts:
Jim Asmussen
[email protected]
Mike Rosenthal
[email protected]

200

PricewaterhouseCoopers

1 North Wacker Drive
Chicago, IL 60606
Phone: 312/298-2000
http://www.pwc.com
Year Founded: 1890
Firm Type: Accounting
Description: PricewaterhouseCoopers (www.pwc.com)
provides industry-focused assurance, tax and advisory services for
public and private clients. More than 120,000 people in 144
countries connect their thinking, experience and solutions to
build public trust and enhance value for clients and their
stakeholders.
Firm Contacts:
Jim Tunney
[email protected]
Matt Ward
[email protected]

201

The PrivateBank

120 South LaSalle Street
8th Floor
Chicago, IL 60603
Phone: 312/564-1813
www.theprivatebank.com
Year Founded: 1991
Firm Type: Banking
Description: At The PrivateBank, our mission is to deliver
compelling banking solutions that advance the goals of our
clients; promote the stability of our communities; and enhance
the lives of our employees; thereby creating value for our
shareholders.
Firm Contacts:
Steve Cohen
[email protected]
John Hoesley
[email protected]

202

Ropes & Gray LLP

Sponsoring Member
191 N. Wacker Drive
Suite 32nd floor
Chicago, IL 60606
Phone: 312/845-1200
www.ropesgray.com

Year Founded: 1865

Firm Type: Law Firm

Description: Ropes & Gray is one of the world’s premier law
firms, with approximately 1,100 lawyers serving clients in major
centers of business, finance, technology and government. The
firm has offices in Chicago, New York, Washington, D.C.,
Boston, San Francisco, Silicon Valley, London, Hong Kong,
Shanghai, Tokyo and Seoul, and is consistently recognized for
leading practices in many areas, including private equity, M&A,
life sciences, health care, finance, tax, intellectual property,
litigation and government enforcement.

Lawyers in the private equity practice group represent a broad
client base that includes 28 of the 100 largest global funds, and
more than 35 mid-market firms routinely doing $50MM to $1B
transactions.

Client by client, we have built a reputation for high-quality work,
a positive outlook, and the highest standards of service and
ethics. Year after year, we continue to attract excellent clients,
and outstanding lawyers. All this translates to a team of legal
counsel solely focused on providing the best advice possible for
our clients, and resolving their most challenging legal issues,
without compromise.

Firm Contacts:

Deborah Gersh
[email protected]

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Neill Jakobe
[email protected]
Greg Metz
[email protected]
Deborah Monson
[email protected]
Matthew Richards
[email protected]

204

RSM US LLP

One South Wacker Drive
Suite 800
Chicago, IL 60606
Phone: 312/634-3400
www.rsmus.com

Year Founded: 1923

Firm Type: Accounting

Description: 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 mid-sized 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 private equity fund audit or tax services, contact Steven
Johnson at [email protected]. For transaction advisory
support services, contact Bill Spizman at
[email protected].

Firm Contacts:

Steve Johnson
[email protected]

Bill Spizman
[email protected]

205

Sidley Austin LLP

1 South Dearborn Street
Chicago, IL 60603
Phone: 312/853-7000
www.sidley.com

Year Founded: 1866

Firm Type: Law Firm

Description: With 1,900 lawyers in 19 offices worldwide,
Sidley has built a reputation as a premier global law firm serving
the complex needs of a wide variety of clients across a multitude
of industries.

Sidley has an extensive Private Equity practice, with
approximately 130 lawyers across 19 offices around the world
actively focused on advising our private equity clients and their
portfolio companies. Our private equity lawyers possess deep
experience across the broad spectrum of private equity
transactions, from multibillion-dollar leveraged buyouts to
growth equity investments in lower-middle markets companies.
Working closely with our Global Finance practice, our Private
Equity team is well-prepared to assist with the financing needs
of our private equity clients, no matter the size and scope of
their transactions.

Through our Emerging Companies and Venture Capital practice,
we provide strategic business and legal advice to emerging
companies and their founders, management, investors, advisors
and boards of directors. We bring decades of experience helping
entrepreneurs create successful businesses in the technology, life
sciences, energy/cleantech and agri-business, and other growth
industries.

Firm Contacts:

Chris Abbinante
[email protected]

Seth Katz
[email protected]

206

Silicon Valley Bank

Sponsoring Member
230 West Monroe
Suite 720
Chicago, IL 60606
Phone: 312/704-9510
www.svb.com

Year Founded: 1983

Firm Type: Banking

Description: Silicon Valley Bank is the premier commercial
bank for companies in the technology, life science, cleantech,
venture capital/private equity and premium wine industries. SVB
provides a comprehensive suite of financing solutions, treasury
management, corporate investment and international banking
services to its clients worldwide. Through its focus on specialized
markets and extensive knowledge of the people and business
issues driving them, Silicon Valley Bank provides a level of service
and partnership that measurably impacts its clients' success.
Founded in 1983 and headquartered in Santa Clara, Calif., the
company serves clients around the world through 28 U.S. offices
and international operations in China, India, Israel and the
United Kingdom. Silicon Valley Bank is a member of global
financial services firm SVB Financial Group (Nasdaq: SIVB), with
SVB Analytics, SVB Capital, SVB Global and SVB Private Bank.
More information can be found at www.svb.com.

Firm Contacts: 207

Dave Buxton
[email protected]

Tom Hertzberg
[email protected]

Thomas Hoge
[email protected]

Mike Kohnen
[email protected]

Larry Zahn
[email protected]

Square 1 Bank, a division of Pacific Western Bank

406 Blackwell Street
Suite 240
Durham, NC 37701
www.square1bank.com
Year Founded: 2005
Firm Type: Banking
Description: Square 1 Bank is a division of Pacific Western
Bank, a Los Angeles-based commercial bank with over $21
billion in assets. A full service financial services partner to
entrepreneurs and their investors, Square 1 provides clients
flexible resources and attentive service to help their companies
grow. Square 1 offers a broad range of venture debt, treasury
and cash management solutions through offices in top
innovation centers: Austin, the Bay Area, Boston, Chicago,
Denver, Durham, Los Angeles, Minneapolis, New York, San
Diego, Seattle and Washington, DC. Pacific Western Bank is a
wholly-owned subsidiary of PacWest Bancorp (NASDAQ:PACW).
For more information, visit www.square1bank.com.

Firm Contacts:

Ryan Dammeyer
[email protected]

Barbara Fleming
[email protected]

208

Stern Cassello & Associates, LLP

One North LaSalle Street
Suite 1620
Chicago, IL 60602
Phone: 312/263-9100
www.sterncassello.com

Year Founded: 1988

Firm Type: Fund Administrator

Description: Stern Cassello & Associates, LLP private equity
practice provides accounting, administration and tax services to
private equity funds, private equity fund of funds, their general
partners and investment advisors. Our firm works with the
General Partner(s) and their designated professionals to
streamline back office accounting and bookkeeping functions.
Utilizing the expertise of our team, we provide an array of
accounting and finance services, including but not limited to:
• General fund accounting
• Financial statement preparation and reporting
• Capital calls
• Distributions
• Waterfall calculations
• Management of the audit and tax process
• Management company accounting
• General partner accounting
• Tax preparation and consulting; and
• Business consulting.

We also provide a variety of specialty services in order to
accommodate the unique needs of any fund.

Firm Contacts:

Ofelia Sanchez
[email protected]

Jim Stern
[email protected]

209

Thompson Flanagan & Co.

626 West Jackson
5th Floor
Chicago, IL 60661
Phone: 312/239-2800
www.thompsonflanagan.com

Year Founded: 2004

Firm Type: Insurance

Description: Thompson Flanagan is a boutique insurance
broker firm located in Chicago, Il. TF is a highly specialized firm
that provides niche insurance products and services to a targeted
market segment. The firm focuses on bringing a unique brand of
service and expertise to asset management firms including VC,
private equity,hedge funds, investment management and
investment advisory and small and mid sized financial
institutions. Primarily, TF provides insurance solutions in three
product areas: Executive Liability ( Directors & Officers Liability)
and Professional Liability (Errors and Omissions) and Fidelity
coverage for asset management firms and their portfolio or
sponsored companies.

In addition, TF has over 500 law firm clients who partner with us
to bring a wide range of Professional Liability (E&O or
Malpractice) insurance services for their attorneys.

We welcome anyone in the IVCA to go on our web site,
www.thompsonflanagan.com, to learn more about our fast
growing, niche brokerage firm.

Firm Contacts:

Nick Campbell
[email protected]

Brian Flanagan
[email protected]

210

Vedder Price P.C.

222 North LaSalle Street
Suite 2600
Chicago, IL 60601
Phone: 312/609-7500
www.vedderprice.com

Year Founded: 1952

Firm Type: Law Firm

Description: Vedder Price is a recognized leader in M&A,
private equity and venture capital transactions for public and
private companies including mergers and acquisitions, tender
and exchange offers, going private deals, spinoffs and
divestitures, leveraged buyouts, asset purchase transactions and
growth capital investments. Our clients include public
companies, private companies, family-held businesses, financial
institutions, private equity funds, venture capital funds, family
offices and hedge funds.

Our general M&A and private equity/venture capital transactions
practices are enhanced by our unique skills in regulated
industries such as financial institutions, health care, construction,
gaming, defense & aerospace, government contracts and
investment services (mutual funds, investment advisers and
broker-dealers). Vedder Price bolsters our deal teams with top
flight attorneys in legal areas central to successful transactions
including executive compensation, antitrust, tax, intellectual
property, employee benefits, labor and employment, real estate
and environmental.

Firm Contacts:

Michael Nemeroff
[email protected]

Dalius Vasys
[email protected]

211

William Blair

222 West Adams Street
Chicago, IL 60606
Phone: 312/236-1600
www.williamblair.com

Year Founded: 1935

Firm Type: Investment Banking

Description: William Blair's investment banking group
combines significant transaction experience, rich industry
knowledge, and deep relationships to deliver successful advisory
and financing solutions to our global base of corporate clients.
We serve both publicly traded and privately held companies,
executing mergers and acquisitions, growth financing, special
situations and restructuring, and general advisory projects. This
comprehensive suite of services allows us to be a long-term
partner to our clients as they grow and evolve. In 2012, the
investment banking group completed 76 merger-and-acquisition
transactions worth more than $13.8 billion in value, involving
parties in 21 countries and five continents, and was an
underwriter on over 20% of all U.S. initial public offerings. An
independent and employee-owned firm, William Blair is based in
Chicago, with a global footprint that spans 17 cities, including
Frankfurt, London, New York, San Francisco, Sao Paulo, and
Shanghai.

Firm Contacts:

Jim O'Connor
[email protected]

Brent Gledhill
[email protected]

212

Winston & Strawn LLP

35 W. Wacker Drive
Chicago, IL 60601
Phone: 312/558-5600
www.winston.com

Year Founded: 1853

Firm Type: Law Firm

Description: Winston & Strawn LLP is an international law firm
that has been advising clients in commercial and investment
matters for more than 160 years. Winston has more than 850
attorneys among 18 offices located in Beijing, Brussels,
Charlotte, Chicago, Dubai, Hong Kong, Houston, London, Los
Angeles, Moscow, New York, Newark, Paris, San Francisco,
Shanghai, Silicon Valley, Taipei, and Washington, D.C.

Our attorneys represent clients in a practical yet creative way
across a wide variety of private equity matters, including
leveraged buyouts; recapitalizations; add-on and growth
investments; exit transactions, including IPOs and strategic sales;
fund formations; investments and co-investments by institutional
investors; secondary market fund transactions; tax planning;
regulatory matters, including SEC, BHCA, and ERISA compliance;
and portfolio company, management team, and compensation
matters. Our client service teams are led by experienced
transactional lawyers who can guide companies through today's
complex and evolving business and legal environments.

Firm Contacts:

Ben Kern
[email protected]

Brian Kozlowski
[email protected]

213

Wintrust Commercial Bank

231 S. LaSalle St
2nd Floor
Chicago, IL 60604
Phone: 312/373-1484
www.wintrust.com

Year Founded: 1990

Firm Type: Banking

Description: Wintrust Financial Corporation (Wintrust) is a
financial services holding company based in Chicago, Illinois,
with assets above $21 billion. The Company engages in the
business of providing traditional community banking services,
wealth management services, commercial insurance premium
financing, mortgage origination, short-term accounts receivable
financing, and certain administrative services, such as data
processing of payrolls, billing and treasury management services.
The Company provides community-oriented, personal and
commercial banking services to customers located in the greater
Chicago, Illinois and southern Wisconsin metropolitan areas
through its 15 wholly owned banking subsidiaries.

Lending is the cornerstone of any banking organization. As
community bankers and experienced commercial lenders,
Wintrust Banks have the ability to provide loans to meet almost
any needs including:

- Asset-Based Lending against inventory, equipment, account
receivable and buildings

- Commercial Real Estate Loans, including commercial
mortgages and construction loans

- Venture Capital Lending and Investing
- Lines of Credit
- Letters of Credit
- Commercial Property & Casualty Insurance Premium Financing
- Life Insurance Premium Financing

With a lending limit approaching $200 million and access to
condiut and participation markets, there is no loan too large or

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too small for Wintrust's Banks to handle.
Wintrust is publicly traded on the Nasdaq under the ticker
symbol WTFC.
Firm Contacts:
Chris Newton
[email protected]
Bailey Moore
[email protected]

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216

Academic Academic
Members Members



Heizer Center for Private Equity and Venture
Capital, Kellogg School of Management,
Northwestern University

Kellogg School of Management
2001 Sheridan Road
Evanston, IL 60208
Phone: 847/491-2752
www.kellogg.northwestern.edu

Firm Type: Academic

Year Founded: 1908

Description: The Kellogg School of Management develops
global leaders in a culture of innovation and collaboration.
Kellogg imparts intellectual Depth, Leadership Skills and Social
Responsibility. Experiential Learning and a Global Perspective to
students in its Full-Time, Part-Time and Executive MBA programs
and in its non-degree Executive Education courses.

The Kellogg School's unique approach to management
education prepares students to become global leaders who can
analyze an organization's structure in depth, find creative
solutions to business challenges, and build consensus across
diverse groups.

These are the qualities that distinguish the Kellogg School MBA
graduate. Taught by a world-class, research-based faculty, and
supported by a network of 50,000 alumni globally, today's
students continue the legacy that began when the school was
founded at Northwestern University in 1908. Today, Kellogg
remains one of the world's most prestigious business schools.

Kellogg School faculty are dedicated teachers and researchers at
the forefront of knowledge. The school offers more than 200
elective courses, allowing customized study. Kellogg students'
proven business experience imparts real world knowledge to
peers.

More than one-third of Full-Time students come from outside
the U.S. A global course requirement broadens students'

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international frameworks. Academic field studies bring students
together with senior leaders in more than a dozen countries.
Firm Contacts:
Linda Darragh
[email protected]
Mitchell Petersen
[email protected]

218

University of Chicago Booth School of Business
(Chicago Booth)

5807 S. Woodlawn, Suite 207
Polsky Center for Entrepreneurship and Innovation
Chicago, IL 60637
Phone: 773/834-4526
www.chicagobooth.edu/entrepreneurship
Firm Type: Academic
Year Founded: 1998
Description: Polsky Center for Entrepreneurship and
Innovation
Firm Contacts:
Steven Kaplan
[email protected]
Ellen Rudnick
[email protected]

219

University of Illinois - College of Business

Department of Finance
350 Wohlers Hall, MC 112WH
Champaign, IL 61820
Phone: 312/575-7880
www.business.illinois.edu/
Firm Type: Academic
Year Founded: 1915
Description: We're Illinois, a Research One university and a
business school that dominates in the fields of research and
education; from accountancy to marketing, finance to strategy
and all worthy business disciplines in between. Illinois faculty,
students and alumni comprise an incomparable network of high-
integrity people engaging together to innovate business in the
global economy.
Firm Contacts:
Julie Pfeiffer
[email protected]
Mark Vonnahme
[email protected]

220

University Technology Park at IIT

3440 South Dearborn Street
#212S
Chicago, IL 60616
Phone: 312/567-3900
www.universitytechnologypark.com/
Firm Type: Academic
Year Founded: 2006
Description: University-based technology park and
entrepreneurship center at IIT which support start-up company
formation and growth company development.
Firm Contacts:
David Baker
[email protected]
Cathy Vorwald
[email protected]

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222

Honorary
Members

Honorary
Members



Chicago Teachers' Pension Fund

Founding Firm
203 N. LaSalle
Suite 2600
Chicago, IL 60601
Phone: 312/604-1400
www.ctpf.org

Investor Type: LP

Director Investor Type: Public Pension Fund

Year Founded: 1895

Assets Under Management: $(MM) 10,011

VC AUM: $(MM) 102

Buyouts AUM: $(MM) 186

Mezzanine AUM: $(MM) 30

Fund of Funds AUM: $(MM) 268

SBIC Equity: No

SBIC Debt: No

Stage Preference: All

Description: Established by the Illinois state legislature in 1895
as The Public School Teachers' Pension and Retirement Fund of
Chicago, CTPF is the administrator of a multi-employer defined
benefit public employee retirement system providing retirement,
survivor, and disability benefits for certain certified teachers and
employees of the Chicago Public Schools. As of June 30, 2006,
the fund's membership comprised 59,000 members. CTPF is
administered in accordance with Illinois Compiled Statutes (ILCS)
Chapter 40, Articles 1, 17, 20. CTPF is governed by a 12-

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member Board of Trustees; six are elected by the teacher
contributors, three are elected by the annuitants, one is elected
by the principal contributors, and two are appointed by the
employer, Board of Education.
Firm Contacts:
Andrew Kelsen
[email protected]

224

Golder Investment Management LLC

254 Scott Avenue
Winnetka, IL 60093
Phone: 847/242-0500
Investor Type: Direct Investor
Source of Funding: Permanent Capital/Family Office
SBIC Equity: No
SBIC Debt: No
Stage Preference: VC-EARLY STAGE, VC-SEED STAGE,
VC-START UP
Firm Contacts:
David Golder
[email protected]

225

Illinois Municipal Retirement Fund

2211 York Road
Suite 500
Oak Brook, IL 60523
Phone: 630/368-5380
www.imrf.org

Investor Type: LP

Director Investor Type: Public Pension Fund

Year Founded: 1939

Assets Under Management: $(MM) 688.9

VC AUM: $(MM) 213.2

Buyouts AUM: $(MM) 425.7

Fund of Funds AUM: $(MM) 50

SBIC Equity: No

SBIC Debt: No

Geographic Preference: Global

Stage Preference: ANY STAGE

Description: The Illinois Municipal Retirement Fund was
created in 1939 by the Illinois General Assembly and began
operating in 1941 with 5 original employers and $5,000 in
assets. Today, IMRF serves almost 3,000 employers and has
approxmately $33 billion in assets. Since 1941 IMRF has provided
employees of local governments and school districts in Illinois
(with the exception of the City of Chicago and Cook County)
with a sound and efficient system for the payment of
retirement, disability, and death benefits.

226

Firm Contacts:
Louis Kosiba
[email protected]
Dhvani Shah
[email protected]

227

Illinois State Board of Investment

180 N. LaSalle Street
Room 2015
Chicago, IL 60601
Phone: 312/793-5718
www2.illinois.gov/isbi/Pages/default.aspx

Investor Type: LP

LP Type: Public Pension Fund

Year Founded: 1944

SBIC Equity: No

SBIC Debt: No

Stage Preference: VC-EARLY STAGE, VC-SEED STAGE,
VC-START UP

Description: The Illinois State Board of Investment (ISBI or
Board) has fiduciary responsibility for managing the pension
assets of the General Assembly Retirement System, the Judges'
Retirement System of Illinois and the State Employees'
Retirement System of Illinois.

Firm Contacts:

Bill Atwood
[email protected]

Tim Kominiarek
[email protected]

Scott Richards
[email protected]

228

State Universities Retirement System

1901 Fox Drive
Champaign, IL 61820
Phone: 217/378-8800
www.surs.org

Investor Type: LP

LP Type: Public Pension Fund

Year Founded: 1941

Assets Under Management: $14 billion

SBIC Equity: No

SBIC Debt: No

Description: State Universities Retirement System of Illinois
(SURS) was created in 1941. SURS is funded by the State of
Illinois , employee contributions, and federal and trust funds.
Today, SURS serves 65 employers and provides benefits for over
200,000 employees and retirees of state universities, community
colleges, and state agencies.

As of June 2012, SURS investment policy targets are: 30% of
the total fund invested in U.S. equities, 20% in non-U.S.
equities, 10% in global equities, 6% in private equities, 19% in
fixed income, 4% in Treasury Inflation-Protected Securities, 10%
in real estate investment trusts and direct real estate, and 1% in
the Opportunity Fund.

Firm Contacts:

Dan Allen
[email protected]

Doug Wesley
[email protected]

229

Teachers' Retirement System of the
State of Illinois

2815 W. Washington
P.O. Box 19253
Springfield, IL 62794-9253
Phone: 217/753-0370
www.trs.illinois.gov

Investor Type: LP

LP Type: Public Pension Fund

Year Founded: 1939

SBIC Equity: No

SBIC Debt: No

Geographic Preference: All U.S., North America, Global,
Asia, Europe

Industry Preference: All

Stage Preference: BUYOUT, GROWTH STAGE,
MEZZANINE, SPECIAL SITUATIONS, VC-EARLY STAGE,
VC-EXPANSION/GROWTH STAGE, VC-SEED STAGE, VC-START UP

Description: The Teachers' Retirement System of the State of
Illinois (TRS) was created in 1939 by the General Assembly for
the purpose of providing retirement annuities and other benefits
for teachers, annuitants, and beneficiaries. TRS is a public
pension defined benefit plan whose members include all full-
time, part-time, and substitute Illinois public school personnel
employed outside the city of Chicago in positions requiring
certification by the Illinois State Board of Education.

At their Dec. 8 2006 meeting, TRS trustees accepted target
allocations of about 22% to large-cap U.S. stocks (down from
32%); 9% to domestic small-cap to midcap stocks (no change);

230

16% to international equities (up from 14%); 2%, emerging
markets equity (up from 1%); 15%, global fixed income (down
from 23%); 14%, real estate (no change); 8%, private equity
(up from 6%); zero in cash (down from 1%); and new
allocations of 2% to international small- to midcap equities,
2.5% to hedge funds, and 10% to real return strategies.
Firm Contacts:
Stan Rupnik
[email protected]
Greg Turk
[email protected]

231

232

Sponsoring
Members

Sponsoring
Members



The IVCA gratefully acknowledges the following firms for their
extraordinary support of IVCA events and membership through
their sponsorship and expertise and as such they have earned

the title of

IVCA Sponsoring Members

Baker Tilly Virchow Krause, LLP
Edelman
EY

Greenberg Traurig, LLP
Kirkland & Ellis LLP

Kutchins, Robbins & Diamond, Ltd.
Neal, Gerber & Eisenberg LLP
Ropes & Gray LLP
Silicon Valley Bank

233

Yes, the transaction closed.
However, our world still revolves around you.

Anticipating the needs of private equity and venture
capital firms and their portfolio companies has always
been our priority—that will never change. From due
diligence and valuations, to operational improvement
and divestiture, we are here to help you achieve your
financial objectives.

Backed by the resources of a full-service audit, tax,
and advisory firm, with a name that is respected
in 133 countries, our deep pool of experience and
knowledge enables us to provide timely assistance on
the toughest issues.

Connect with us: bakertilly.com
Bill Chapman

312 729 8020
[email protected]

Tom Walker
312 729 8029
[email protected]

© 2016 Baker Tilly Virchow Krause, LLP
An independent member of Baker Tilly International
Baker Tilly refers to Baker Tilly Virchow Krause, LLP,
an independently owned and managed member of Baker Tilly International.

234

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235

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