IVCA 2018 Directory.qxd

Valor Equity Partners
875 North Michigan Avenue, Suite 3214 Chicago, IL 60611
Phone: 312/683-1900 www.valorep.com
Investor Type: LP
Source of Funding: PE Fund (GP/LP)
Year Founded: 2001
Assets Under Management: $(MM) 1,317
Industry Preference: Consumer Products and Services, Industrial/Energy, Manufacturing, Pharmaceutical & Medical Supplies, Retailing/Distribution, Software
Stage Preference: GROWTH STAGE Investment Size Preference: All Ownership Preference: Minority
Description: Valor Equity Partners is an operational growth investment firm focused on non-control and control investments in high growth companies across various stages of development. For decades, we have served our companies with unique expertise to solve the challenges of growth and scale. We partner with leading companies and entrepreneurs who are committed to the highest standards of excellence and the courage to transform their industries.
Firm Contacts:
Joseph Hughes
[email protected]
Vivek Pattipati [email protected]
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Stephanie Rupinski
[email protected]
Jonathan Shulkin [email protected]
Olibia Stamatoglou [email protected]
152


Victory Park Capital
227 West Monroe, Suite 3900 Chicago, IL 60606
Phone: 312/701-1777 www.victoryparkcapital.com
Investor Type: Direct Investor
Source of Funding: PE Fund (GP/LP)
Year Founded: 2007
Assets Under Management: $(MM) 3,000 Stage Preference: BUYOUTS
Description: Victory Park Capital is a privately held registered investment advisor dedicated to alternative investing through the management of private investment funds.
As specialists in non-traditional investments, VPC focuses on niche credit and private equity opportunities in both distressed and improving U.S.-based lower middle market companies across a diversified range of industries. Whether as a lender or a control investor, VPC seeks to identify opportunities where it believes the potential for reward outweighs the risks entailed.
Founded in 2007, VPC is headquartered in Chicago with additional resources in Boston, New York and San Francisco.
Firm Contacts:
Whitney Doerr
[email protected]
Upacala Mapatuna [email protected]
Jeff Schneider [email protected]
Chris Spanel [email protected]
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The Vistria Group
300 E. Randolph Street, Suite 4030 Chicago, IL 60601
Phone: 312/626-1101 www.vistria.com
Investor Type: Direct Investor
Source of Funding: PE Fund (GP/LP)
Assets Under Management: $(MM) 175
Industry Preference: Education, Financial Services, Healthcare
Stage Preference: BUYOUTS
Investment Size Preference: >$30 Million Ownership Preference: Control
Description: The Vistria Group is a middle market private equity firm focused on the education, healthcare and financial services industries.
Firm Contacts:
Ani Ajith
[email protected]
Phil Alphonse [email protected]
Amy Christensen [email protected]
Kip Kirkpatrick [email protected]
Tony Miller [email protected]
Adnan Nisar [email protected]
Robert Parkinson, III [email protected]
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Water Street Healthcare Partners
444 W. Lake Street, Suite 1800 Chicago, IL 60606
Phone: 312/506-2900 www.waterstreet.com
Investor Type: Direct Investor
Source of Funding: PE Fund (GP/LP)
Year Founded: 2005
Assets Under Management: $(MM) 2,000 Buyouts AUM: $(MM) 2,000
Industry Preference: Healthcare
Stage Preference: BUYOUTS
Investment Size Preference: >$30 Million Ownership Preference: >50%
Description: Water Street is a strategic investor focused exclusively on the healthcare industry. Our team specializes in collaborating with companies in creative new ways to accelerate growth and value creation. We align our industry expertise and resources to transform businesses into market leaders of greater long-term value in key growth sectors of healthcare. Our companies are market leaders in medical and diagnostic products, specialty distribution, payer and employer healthcare services, and pharmaceutical products and services.
Firm Contacts:
Michael Brennan
[email protected]
Jim Connelly [email protected]
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Timothy Dugan
[email protected]
Katie Hayes [email protected]
Jeff Holway [email protected]
Max Mishkin [email protected]
Katie Ossman [email protected]
Carrie Raffin [email protected]
Kimberly Reno [email protected]
Peter Strothman [email protected]
Kevin Swan [email protected]
Chris Sweeney [email protected]
Ned Villers [email protected]
Robert Womsley [email protected]
Kelly Zitlow [email protected]
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Waveland Investments
900 N. Michigan Avenue, Suite 1110 Chicago, IL 60611
Phone: 312/506-6450 www.wavelandinvestments.com
Investor Type: Direct Investor
Source of Funding: PE Fund (GP/LP)
Year Founded: 2000
Assets Under Management: $(MM) 100 Buyouts AUM: $(MM) 100
Industry Preference: Business products and services, consumer products and services, direct marketing, e-commerce, food and beverage, industrial products and manufacturing, niche manufacturing, value-added distribution, education, and transportation/logistics.
Stage Preference: GROWTH STAGE, BUYOUTS Investment Size Preference: $5M-$10 Million Ownership Preference: Control
Description: Since 2000, Waveland Investments has focused exclusively on making investments at the lower end of the middle market. We have invested across the United States in more than 30 businesses in a variety of niche industries. We target investments of $5-$10 million in companies with EBITDA up to $8 million on behalf of a family office and high net worth investor base.
Firm Contacts:
Meghan Otis
[email protected]
Dennis Zaslavsky [email protected]
157


Wind Point Partners
Founding Member
676 North Michigan Avenue, Suite 3700 Chicago, IL 60611
Phone: 312/255-4800 www.wppartners.com
Investor Type: Direct Investor
Source of Funding: PE Fund (GP/LP)
Year Founded: 1984
Assets Under Management: $(MM) 1,900
Buyouts AUM: $(MM) 1,900
Industry Preference: Industrial products and services, consumer products and services
Stage Preference: BUYOUTS
Investment Size Preference: >$30 Million Ownership Preference: Control
Description: Wind Point Partners is a private equity investment firm that partners with top caliber executives to acquire middle businesses with growth potential and a clear path to value creation. Wind Point manages $2 billion in commitments from pension funds, endowments and individuals and has invested in more than 80 companies since its founding in 1984.
Firm Contacts:
Kristie Goodman-Davis
[email protected]
LeAnn Kilarski [email protected]
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Joseph Lawler
[email protected]
Ron Liberman [email protected]
Charlie Spokes [email protected]
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Winona Capital Management LLC
980 N. Michigan Avenue, Suite 1950 Chicago, IL 60611
Phone: 312/334-8800 www.winonacapital.com
Investor Type: Direct Investor
Source of Funding: PE Fund (GP/LP)
Year Founded: 2006
Assets Under Management: $(MM) 250 Buyouts AUM: $(MM) 250
Industry Preference: Consumer Brands
Stage Preference: BUYOUTS
Investment Size Preference: $10M-$30 Million Ownership Preference: Control
Description: Winona Capital Management provides acquisition and growth capital to outstanding companies seeking to grow their brand in the lower middle market. We partner with high energy, passionate executives who share our focus on sustained growth over longer-term investment horizons.
We seek direct investments in consumer-driven branded companies characterized by innovative high-margin products or services with strong growth prospects in revenues and earnings. We have particular interest and experience in businesses focused on:
• Niche consumer goods and services,
• Sports, recreation and leisure,
• Specialty manufacturing and distribution,
• Growth-oriented, multi-unit specialty food and retail,
• Training and education services.
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Our focus is on companies with revenues of $5-$100 million and EBITDA above $1 million. We seek to commit $15-$25 million in equity capital per opportunity, whether that investment can be made at the outset or committed over a 5 year period.
Firm Contacts:
Sandeep Dhuper
[email protected]
M. Laird Koldyke [email protected]
John McBlain [email protected]
Luke Reese [email protected]
Jason Sowers [email protected]
161


WP Global Partners
155 N. Wacker Drive, Suite 4400 Chicago, IL 60606
Phone: 312/277-1300 www.wpglobalpartners.com
Investor Type: LP
LP Type: Fund of Funds
Year Founded: 2005
Assets Under Management: $(MM) 2,550 Fund of Funds AUM: $(MM) 1,772
Industry Preference: Broad Industry Focus Stage Preference: ANY STAGE
Investment Size Preference: $10M-$30 Million
Description: WP Global Partners Inc. ("WP Global") was founded in May 2005 and offers private equity portfolio investment strategies to institutional clients worldwide.
The products offer institutional clients portfolio exposure to alternative private market investments though strategically tailored investment programs. The investment programs are developed through the application of over two decades of experience, the cumulative deal source network developed by our investment management team and the use of portfolio construction models to achieve the highest risk adjusted return of the asset class. We will continue to develop a strategy of being both strategic and opportunistic in looking at investments and will seek to utilize both our direct and partnership investment experience to identify the best-of-breed opportunities.
Our backgrounds and training cover a wide range of experiences and disciplines, including: LBO, VC and special situations fund
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investing: direct lead investing and co-investing; former public and corporate pension management; and real estate fund and direct real estate investing. The team has experience investing in the following sectors or areas: energy (upstream to downstream services); mezzanine; public equity; public commodities and derivatives; and structured securities. We are also experienced in actuarial services; portfolio risk analytic consulting; company operations (direct and funds); M&A advisory; and high yield issuance.
Firm Contacts:
Joseph Berry
[email protected]
Celia Chapman [email protected]
Gregory Oberholtzer [email protected]
Donald Phillips [email protected]
Ryan Phillips [email protected]
Nick Su [email protected]
Lloyd Thompson [email protected]
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Wynnchurch Capital
6250 N. River Road, Suite 10-100 Rosemont, IL 60018
Phone: 847/604-6100 www.wynnchurch.com
Investor Type: Direct Investor
Source of Funding: PE Fund (GP/LP)
Year Founded: 1999
Assets Under Management: $(MM) 2,300 Buyouts AUM: $(MM) 2,300
Stage Preference: BUYOUTS
Investment Size Preference: All Ownership Preference: Control
Description: Wynnchurch Capital, Ltd., headquartered in the Chicago suburb of Rosemont, Illinois with offices in California, Michigan, Ohio and Canada, was founded in 1999 and is a leading middle-market private equity investment firm. Wynnchurch's strategy is to partner with middle market companies in Canada and the United States that possess the potential for substantial growth and profit improvement. Wynnchurch Capital manages a number of private equity funds with $2.3 billion of capital under management and specializes in recapitalizations, growth capital, management buyouts, corporate carve-outs, and restructurings. For more information, please visit: www.wynnchurch.com.
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Firm Contacts:
Duncan Bourne
[email protected]
Brian Crumbaugh [email protected]
Scott Fitch [email protected]
Greg Gleason [email protected]
John Hatherly [email protected]
Frank Hayes [email protected]
Carl Howe [email protected]
Ian Kirson [email protected]
Arun Laxmanan [email protected]
Neel Mayenkar [email protected]
Erin Murphy [email protected]
Chris O'Brien [email protected]
Brian Riordan [email protected]
Kari Smith [email protected]
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Roy Sroka
[email protected]
Michael Teplitsky [email protected]
Terry Theodore [email protected]
Steve Welborn [email protected]
Morty White [email protected]
166


Zebra Technologies
3 Overlook Pt. Lincolnshire, IL 60069 Phone: 847/793-2690 www.zebra.com
Investor Type: Direct Investor
Source of Funding: Corporate VC
Year Founded: 1968
Assets Under Management: $(MM) 400
SBIC Equity: No
SBIC Debt: No
Industry Preference: Technology, Transportation and Logistics, Retail, Enterprise, Mobile
Stage Preference: VC-EARLY STAGE, GROWTH STAGE Investment Size Preference: $1M - >$30 Million Ownership Preference: Minority
Description: Zebra Technologies Corporation is in the business of selling automatic identification systems that are used to track, trace and control assets. Technologies developed and sold by Zebra include bar code scanner, bar code printers, ruggedized mobile computing devices, enterprise-grade smartphones, WLAN, RFID, indoor tracking solutions and IoT solutions. Zebra's revenue was ~$3.5B in 2015.
Firm Contacts:
Tony Palcheck
[email protected]
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Service Provider
Members
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Service Provider Members


7 Layer Solutions Inc.
10A W. Schaumburg Road Schaumburg, IL 60194 Phone: 844/752-9374 www.7layerit.com
Firm Type: IT
Year Founded: 2002
Description: 7 Layer Solutions Inc. (7 Layer) is a privately held Chicago based IT consulting firm with over 14 years of operations in the Chicagoland area. 7 Layer has three service divisions which are horizontally shared across all of our clients.
Managed IT Services and On-Site Support Application Development Services
Voice Systems
Our leadership team brings over 30 years of dedicated architectural and design experience working with a variety of sectors including Private Equity, Hedge Funds, Financial Services, Healthcare, Manufacturing, Real-Estate, Government Agencies, Local Municipalities and Not-For- Profit organizations.
7 Layer has expertise working with SEC registered investment advisers to assist with cybersecurity planning and solutions. We take these best practices and apply them when conducting IT due diligence for new clients, and for existing portfolio companies and new deal acquisitions for our private equity clients. Our skilled operation engineers bring their real-life experiences and solutions to these IT due diligence deliverables.
Firm Contacts:
Bernie Barbaric
[email protected]
Marc Palano [email protected]
170


Andersen Tax, LLC
222 West Adams Street, Suite 2250 Chicago, IL 60606
Phone: 312/357-3950 www.andersentax.com
Firm Type: Tax Consulting Year Founded: 2002
Description: Andersen Tax is the largest independent tax advisory firm in the nation. Our U.S. practice consists of over 1000 personnel located in 20 cities focused exclusively on providing a wide range of tax, valuation, financial advisory and related consulting services. Andersen Tax is a member of Andersen Global which has a presence in Canada, Mexico, Europe, South America, Latin America and the Middle East. As a tax advisory firm that is not affiliated with an auditing firm, Andersen Tax provides proactive tax consulting without the independence concerns and other distractions associated with auditing firms. We have deep expertise in business and individual taxation, working with a variety of legal entities, structures, and transactions, and working within numerous industries. We provide comprehensive tax services, including planning related to domestic and foreign income taxes, sales and use taxes, compensation and benefits, tax reporting, and related matters.
Andersen Tax clients rely on us to provide sophisticated and comprehensive planning in response to their complex tax issues.
Our clients-which include Fortune 500 companies, mid-cap public companies, dynamic privately-held companies, private equity firms, and high net worth families-share a common desire: to partner with experienced tax advisors who will work closely with them to address the increasingly complex maze of tax legislation. We work with CFO's, tax directors, investors, and entrepreneurs to: anticipate tax law changes and business developments; identify planning opportunities; understand alternatives for the minimization and deferral of tax obligations, and timely meet their reporting and compliance obligations.
171


Andersen Tax advisors are focused on technical excellence and superior client service. Andersen Tax advisors have extensive prior experience with international accounting firms, law firms, the IRS and state taxing authorities. We are drawn to the rewards of working closely with clients on challenging tax situations. We look not only at narrow tax issues, but also at the collateral issues, and the business and personal implications as well. Our professionals exhibit superior focus, creativity and technical competence, and offer a hands-on approach to serving clients. When appropriate, we work closely with our regional subject-matter experts and National Tax Office to ensure that our clients are receiving best-in- class service.
Andersen Tax approaches client service with a single objective: delivering value, tax savings and tax deferral success are the objective measures of the value of a tax advisor, and Andersen Tax tax professionals excel at identifying appropriate opportunities for both. We quickly understand our clients' tax profile, and identify tax issues for discussion with our clients. We keep pace of business and legislative developments so that our advice is current and relevant. We employ proprietary tools and templates to efficiently and effectively complete compliance and consulting projects. Andersen Tax professionals strive to develop and maintain long-term relationships with our clients-ones wherein we are viewed as trusted team members and valued contributors to our clients' personal and professional success.
Firm Contacts:
Kevin Burns
[email protected]
Dorice Pepin [email protected]
172


Baker Tilly Virchow Krause, LLP
205 North Michigan Avenue Chicago, IL 60601
Phone: 312/729-8000 www.bakertilly.com
Year Founded: 1931 Firm Type: Accounting
Description: Baker Tilly Virchow Krause, LLP is the full-service accounting and advisory firm whose specialized professionals connect with you and your business through refreshing candor and clear industry insight.
Anticipating the needs of private equity and venture capital firms and their portfolio companies has always been a Baker Tilly 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 an accounting and advisory firm with global reach, with a name that is respected in 141 countries, our deep pool of experience and knowledge allows us to us to provide timely assistance on even the toughest issues.
Firm Contacts:
Bill Chapman
[email protected]
Barry Masek [email protected]
Derek Smith [email protected]
Everett Sommer [email protected]
Tom Walker [email protected]
173


CBRE Group Inc.
321 N. Clark Street Suite 3400
Chicago, IL 60654 Phone: 312/935-1400 www.cbre.com
Firm Type: Real Estate
Year Founded: 1906
Description: CBRE Group Inc. (NYSE:CBG), a Fortune 500 and S&P 500 company headquartered in Los Angeles, is the world's largest commercial real estate services firm (in terms of 2015 revenue). With $11B in annual revenues, the Company has approximately 70,000 employees, and serves occupiers, owners and investors/lenders of commercial real estate through more than 375 offices worldwide. CBRE offers strategic advice and execution of lease transactions, surplus property sales and leasing; pre - aquistion or investment portfolio due diligence services; sale lease back transactions, appraisal and valuation, energy management and purchasing, facilities and project management; mortgage banking; development services; asset investment management; research and consulting.
Firm Contacts:
Scott Brandwein
[email protected]
Jamie Georgas [email protected]
174


CIBC Bank US
120 S LaSalle Street 7th Floor
Chicago, IL 60603 Phone: 312/564-2711 www.us.cibc.com
Firm Type: Banking Year Founded: 1867
Description: In the US, CIBC provides tailored commercial, wealth management, personal, and small business financial solutions as well as cross-border banking services to clients with North American operations. We are a 150-year-old Toronto- based, global financial institution with our US headquarters in Chicago. We invest in our businesses, our clients, our people and our communities to deliver consistent and sustainable earnings to our shareholders.
We strive to build trusting and enduring relationships by putting our clients at the center of all we do. We use our values to guide our decisions, actions and interactions with our clients, our team members, our communities and our shareholders.
Firm Contacts:
Steve Cohen
[email protected]
John Hoesley [email protected]
175


Deloitte LLP
111 South Wacker Drive Chicago, IL 60606-4301 Phone: 312/486-1000 www.deloitte.com
Firm Type: Accounting Year Founded: 1900
Description: Deloitte provides audit, tax, consulting, and financial advisory services to public and private clients spanning multiple industries. With a globally connected network of member firms in more than 150 countries, Deloitte brings leading capabilities and deep local experience to help clients succeed wherever they operate. Deloitte's approximately 182,000 professionals are committed to becoming the standard of excellence.
Firm Contacts:
Tyson May
[email protected]
Dan Mueller [email protected]
176


DLA Piper LLP (US)
203 North LaSalle Street, Suite 1900 Chicago, IL 60601-1293
Phone: 312/368-4000 www.dlapiper.com
Firm Type: Law Firm
Year Founded: 1938
Description: DLA Piper is a global law firm with 4,200 lawyers located in more than 30 countries throughout the Americas, Asia Pacific, Europe and the Middle East, positioning us to help companies with their legal needs anywhere in the world.
With one of the world's leading private equity practices, we have the market knowledge and exposure to help our clients achieve their goals throughout the investment life cycle. We offer the full range of representation, including leveraged buyouts, mergers and acquisitions, cross-border transactions, joint ventures, control and minority investments, venture and growth capital, fund formation and limited partner investments, across a wide range of industries. Our clients include private equity funds, equity sponsors, corporations, strategic investors, fund principals, management teams, institutional investors, financing sources and portfolio companies.
DLA Piper consistently ranks among the very top law firms representing clients globally based on the number of mergers and acquisitions and private equity transactions completed each year. In 2012, we were ranked #1 in M&A deal volume and mid- market deal volume in the global M&A legal advisor league tables produced by Mergermarket and Thomson Reuters for 2012. These positive rankings reflect our involvement in nearly 500 transactions valued at approximately US$90 billion. We also ranked #1 in the world for total Private Equity deal volume in 2012 according to Dow Jones Private Equity Analyst.
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Firm Contacts:
Brendan Head
[email protected]
Steven Napolitano [email protected]
178


Edelman
200 East Randolph Drive 64th Floor
Chicago, IL 60601 Phone: 312/240-3000 www.edelman.com
Firm Type: Marketing/PR Year Founded: 1952
Description: Edelman is a leading global communications marketing firm that partners with many of the world’s largest and emerging businesses and organizations, helping them evolve, promote and protect their brands and reputations. We combine the focus of a financial boutique with the resources of a global agency to meet the needs of venture capital and private equity firms and their portfolio companies, worldwide.
Firm Contacts:
Jordan Fisher
[email protected]
Kristie Heins Fox [email protected]
Katie Spring [email protected]
179


EmPowerHR
1821 Walden Office Square Suite 300
Schaumburg, IL 60173 Phone: 847/701-1600 www.empowerhr.com
Firm Type: HR Consulting Year Founded: 1994
Description: EmPowerHR, a Laurus Strategies Company, is a Chicago based Professional Employer Organization (PEO) and Human Resources Management firm. As a Laurus Strategies Company, EmPowerHR also offers Benefits & Payroll Consulting. Our mission is to be an essential component of our client's success by supporting them with our HR expertise and experience thus giving them more time to manage their businesses.
Firm Contacts:
Mitch Rogers
[email protected]
Jennifer Guzman [email protected]
180


EY
Founding Firm
155 North Wacker Drive Chicago, IL 60606 Phone: 312/879-2000 www.ey.com
Firm Type: Accounting
Description: EY is a global leader in assurance, tax, transaction and advisory services. The insights and quality services we deliver help build trust and confidence in the capital markets and in economies the world over. We develop outstanding leaders who team to deliver on our promises to all of our stakeholders. In so doing, we play a critical role in building a better working world for our people, for our clients and for our communities.
EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients.
For more information about our organization, please visit ey.com.
Firm Contacts:
Thomas Johannesen (Assurance)
[email protected]
John Kavanaugh (Assurance) [email protected]
181


Freeborn & Peters
311 South Wacker Drive, Suite 3000 Chicago, IL 60606
Phone: 312/360-6000 www.freeborn.com
Firm Type: Law Firm Year Founded: 1983
Description: Freeborn & Peters LLP is a full-service law firm, headquartered in Chicago, with international capabilities. Freeborn is always looking ahead and seeking to find better ways to serve its clients. It takes a proactive approach to ensure its clients are more informed, prepared and able to achieve greater success - not just now, but also in the future. While the firm serves clients across a very broad range of sectors, it has also pioneered an interdisciplinary approach that serves the specific needs of targeted industries, including food, transportation, private equity and venture capital, and insurance and reinsurance.
Freeborn is a firm that genuinely lives up to its core values of integrity, caring, effectiveness, teamwork, and commitment, and embodies them through high standards of client service and responsive action. Its lawyers build close and lasting relationships with clients and are driven to help them achieve their legal and business objectives.
For more information, please visit www.freeborn.com.
Firm Contacts:
Gary Jungels
[email protected]
Jeff Mattson [email protected]
182


Greenberg Traurig, LLP
77 West Wacker Drive, Suite 3100 Chicago, IL 60601
Phone: 312/456-8400 www.gtlaw.com
Firm Type: Law Firm Year Founded: 1967
Description: Greenberg Traurig's Private Equity and Venture Capital Practices are multi-disciplinary teams of experienced lawyers focused on private equity and venture capital fund formations and transactions.
Our teams counsel investment fund sponsors and investors at every stage of the fund and investment lifecycle. Our attorneys have a thorough understanding of fund structures and securities, including tax and ERISA issues, taking into account specific kinds of investor pools, target markets, and exit strategies.
We maintain critical institutional knowledge of constantly evolving trends within the domestic and global markets and the private investment fund world. We have the ability to leverage the size and strength of our internationally recognized practice areas to assist clients both in the formation of their pooled investment vehicles and in acquiring, financing, and disposing of a myriad of portfolio investments.
Our experience provides us with valuable insight into the rapidly evolving funds market, and provides us with an appreciation of specific investor concerns.
We offer efficient, cutting-edge legal solutions to our private equity client base, which includes over 100 funds and sponsor groups. We represent funds ranging in size from first time funds to funds with billions of dollars of assets under management. We are experienced counseling funds, sponsors and management teams on virtually all legal and structural matters that may be encountered at every stage of the fund life cycle, from formation through investment through exit.
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Firm Contacts:
Raymond F. Bogenrief
[email protected]
Marc E. Harrison [email protected]
Peter H. Lieberman [email protected]
Eric Mazur [email protected]
Gary R. Silverman [email protected]
184


Horwood Marcus & Berk Chartered
500 West Madison, Suite 3700 Chicago, IL 60661
Phone: 312/606-3200 www.hmblaw.com
Firm Type: Law Firm Year Founded: 1975
Description: Horwood Marcus & Berk combines the resources and diversity of a large commercial law practice with the entrepreneurial atmosphere and creativity of a smaller law firm. The firm is committed to producing excellent, cost-effective, timely work for its clients in a sophisticated environment.
Formed in 1975 as a tax boutique, HMB evolved into a business law firm of over 50 attorneys serving privately held, middle- market clients in areas including finance, mergers and acquisition and general corporate representation. In private equity, HMB lawyers have represented venture capitalists in many successful fund raisings and have negotiated and documented private equity investments in industries including outsourced business services, telecommunications and other information technology, health care and consumer products and services. HMB frequently works with its clients to grow private-equity backed businesses both organically and through acquisitions and to achieve successful exits from private equity investments. HMB often co-counsels with larger law firms that offer specialized services in areas such as asset securitization, public securities offerings and antitrust. Visit HMB at www.hmblaw.com.
Firm Contacts:
Jeffrey Hechtman
[email protected]
James Jerue [email protected]
185


Houlihan Lokey
111 S. Wacker Dr. 37th floor
Chicago, IL 60606 Phone: 312/456-4700 www.HL.com
Firm Type: Investment Banking
Year Founded: 1972
Description: Houlihan Lokey (NYSE: HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, valuation, financial restructuring, and strategic consulting. The firm serves corporations, institutions, and governments worldwide with offices in the United States, Europe, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of our commitment to client success across our advisory services. Houlihan Lokey is ranked as the No. 1 M&A advisor for U.S. transactions under $5 billion, the No. 1 M&A fairness opinion advisor for U.S. transactions over the past 10 years, and the No. 1 global restructuring advisor, according to Thomson Reuters. For more information, please visit www.HL.com.
Firm Contacts:
Kreg Jackson
[email protected]
Jeff Stern [email protected]
186


Jenner & Block LLP
353 N. Clark Street Chicago, IL 60654 Phone: 312/222-9350 www.jenner.com
Firm Type: Law Firm Year Founded: 1914
Description: Jenner & Block is a destination law firm for sophisticated corporate transactional work and complex commercial litigation. With more than a century of unrelenting client advocacy experience, clients around the world trust Jenner & Block with their most sensitive, strategic and consequential matters.
The firm is well known for its excellence in these practices as well as for its extraordinary commitment to pro bono and public service. In 2016, the firm was named to The American Lawyer ‘A-List’ for the sixth time since the ranking, which recognizes the top 20 US law firms, was instituted in 2003.
Jenner & Block’s sophisticated corporate transactions practice is equally committed to excellence. The transactional practice is oriented around M&A but covers a broad array of complex transactions and counseling for a wide range of clients, ranging from large public companies to middle market and emerging companies and closely held or family-owned businesses to private equity and other funds and other investors. With more than 100 lawyers in five offices, we focus on corporate law (M&A, securities, finance and private equity), tax, bankruptcy and restructuring, IP transactions, employee benefits, real estate, environmental and private wealth. The firm’s corporate lawyers work closely with lawyers from its regulatory and other transactional groups to provide comprehensive and integrated transaction structuring and execution. The practice is committed to deploying only the best and brightest lawyers, bringing innovation through technology, staffing solutions, deal execution and cost-containment processes.
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Firm Contacts:
Mark Harris
[email protected]
Alan Roth [email protected]
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JM Search
191 N. Wacker Drive Chicago, IL 60606 Phone: 312/619-3910 www.jmsearch.com
Firm Type: Executive Recruiter
Year Founded: 1980
Description: Since 1980, JM Search has partnered with private equity firms, venture capital firms, and select corporate clients to recruit transformational leaders.
While we have grown from three college friends to a team of over 50 that recruits for leading companies and investors, our approach to search has remained the same. Our Partners and Principals actively lead each search, throughout every step of the process. We never present a candidate until we have a complete understanding of their capabilities, experience, and motivation, which we obtain through rigorous assessment and due diligence.
Our commitment to these principles, combined with our collective experience, distinct market expertise, and executive networks across industries, enables us to deliver the best possible outcome to every client, on each search.
We make sure that each client receives our complete focus and effort by limiting the number of searches any consultant conducts at a time. Our selectivity guarantees that each search is executed with quality, urgency, and unyielding focus, while assuring that we are free from the extensive “off-limits” restrictions that prevent large search firms from recruiting a substantial number of elite executives. Our ability to bring the best, most qualified candidates to the table for any search, regardless of position, industry or location, is unrivaled.
Firm Contacts:
Gil Stenholm
[email protected]
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Jones Day
77 West Wacker Chicago, IL 60601 Phone: 312/782-3939 www.jonesday.com
Firm Type: Law Firm Year Founded: 1893
Description: Jones Day is a global law firm with 44 offices in major centers of business and finance throughout the world. Covering 19 countries on five continents, our unique governance system fosters an unparalleled level of integration and contributes to our ranking as one of the best in the world in client service.
Firm Contacts:
Mike Earley
[email protected]
Lisa Lathrop [email protected]
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JP Morgan
10 S. Dearborn IL1-0135, 8th floor Chicago, IL 60603 Phone: 312/732-5933 www.jpmorgan.com
Firm Type: Wealth Management Year Founded: 1987
Description: JPMorgan Chase is a leading global financial services firm with assets of $2.3 trillion, operations in more than 100 countries and 200,000 employees worldwide. We are a leader in asset management, investment banking, financial services for consumers and small businesses, commercial banking and financial transaction processing.
As a global leader in asset and wealth management services, J.P. Morgan serves three distinct client groups through three businesses: institutions and retail clients through JPMorgan Asset Management and private clients through the Private Bank and Private Wealth Management.
Firm Contacts:
Kathryn Konrad
[email protected]
Lauren Ross [email protected]
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Katten Muchin Rosenman LLP
525 West Monroe Street Chicago, IL 60661-3693 Phone: 312/902-5200 www.kattenlaw.com
Firm Type: Law Firm Year Founded: 1974
Description: Katten Muchin Rosenman LLP ("Katten") is a firm of first choice for clients seeking sophisticated, high-value legal service worldwide. Our more than 600 attorneys located across the United States and in London and Shanghai serve public and private companies, including a third of the Fortune 100, as well as a number of government and nonprofit organizations and individuals. Katten's core practices include corporate, private equity, tax, commerical finance, real estate, financial services, litigation, insolvency and restructuring and trusts and estates. We partner with clients from the start. Knowing the law is not enough: we demonstrate value by addressing our clients' legal needs in a manner consistent with the big picture. For additional information, visit http://www.kattenlaw.com.
Firm Contacts:
Brooks Giles
[email protected]
Saul Rudo [email protected]
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Kelley Drye & Warren LLP
333 W. Wacker Drive Suite 2600
Chicago, IL 60606 Phone: 312/857-7070 www.kelleydrye.com
Firm Type: Law Firm Year Founded: 1836
Description: Kelley Drye is an international multidisciplinary law firm with over 300 attorneys. Kelley Drye, which was founded more than 165 years ago, and has 8 offices and affiliate offices worldwide. In more than 20 practice areas, we provide exceptional legal counsel that reflects the extensive experience, proven capabilities and industry expertise for which our attorneys are known.
Kelley Drye's Private Equity group represents private equity, venture capital and other private investment firms investing in or acquiring portfolio companies, as well as companies seeking capital from such funds. The firm has done extensive work for major private equity firms, yet is equally respected for its deep involvement with early-stage companies that benefit from the group's venture capital and private equity track record and current-market experience. Kelley Drye's team is known for its keen business sense, responsiveness and superior quality.
Kelley Drye brings broad industry experience to bear, including biotechnology, clothing and apparel, computer software and hardware, entertainment, financial services, health care, information technology, insurance, media, medical devices, pharmaceuticals and telecommunications.
Firm Contacts:
Timothy Lavender
[email protected]
Andrew Pillsbury [email protected]
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Kirkland & Ellis LLP
300 North LaSalle Chicago, IL 60654 Phone: 312/861-2000 www.kirkland.com
Firm Type: Law Firm Year Founded: 1909
Description: Kirkland & Ellis LLP is an international law firm with approximately 1,900 lawyers in Beijing, Chicago, Hong Kong, Houston, London, Los Angeles, Munich, New York, Palo Alto, San Francisco, Shanghai, and Washington, DC. Kirkland has an ever-expanding private equity client base including venture capital/private equity firms, funds, and investors of all types, large and small, domestic and foreign, regulated and unregulated. This client base covers all stages of investment including start-up capital, growth capital, mature private equity, buyouts and other leveraged acquisitions and recapitalizations, and troubled company restructurings both in and outside of bankruptcy. Representative clients include affiliates of money center banks and other financial institutions, private venture capital funds, pension funds, and mutual funds. Kirkland is able to assist clients in evaluating and executing investments across a wide spectrum of industries.
Firm Contacts:
Jon Ballis
[email protected]
Jeffrey Hammes [email protected]
Ryan Harris [email protected]
Jack Levin [email protected]
Sandy Perl [email protected]
Matthew Steinmetz [email protected]
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KPMG LLP
AON Center
200 E Randolph Drive Chicago, IL 60601-6436 Phone: 312/665-1000 www.kpmg.com
Firm Type: Accounting Year Founded: 1897
Description: KPMG operates in over 155 countries with more than 155,000 professionals working in member firms around the world. KPMG's Venture Capital practice offers a range of services specifically designed to support VC/PE firms and their portfolio companies as they navigate each stage of development from idea through exit.
KPMG provides integrated audit, tax, and advisory services designed to meet the unique needs of our clients and can assist with:
• Tax planning and compliance
• Financial statement audits and reviews
• Revenue models and revenue recognition
• Accounting for equity transactions, such as preferred stock
and warrants
• Accounting for stock-based compensation
• Risk, governance, and controls
• IT advisory
• Due diligence
• M&A and IPO readiness
Firm Contacts:
Dan Creamean
[email protected]
Alex Miller [email protected]
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KRD - Kutchins, Robbins & Diamond, Ltd.
1101 Perimeter Drive Suite 760 Schaumburg, IL 60173 Phone: 847/240-1040 www.krdcpas.com
Firm Type: Accounting Year Founded: 1993
Description: The founding partners of KRD have been providing financial advice to clients for over three decades. Today, we are a rapidly growing accounting and business advisory services firm--large enough to handle your most complex challenges yet small enough to offer you the personalized service you deserve.
Our team of professionals comprises a wealth of specialized experience. Believing firmly that our success is a function of our client successes, we strive to be proactive, involved and resourceful. Whether your portfolio companies are looking to acquire new accounting software, increase sales, improve profit margins, expand their business operations or are thinking of buying, selling, merging or acquiring, we have the knowledge and expertise to assist them.
We began as a value-oriented organization with high professional standards. Today we continue this mindset by serving our clients with quality and integrity. Our technology resources are state of the art and our working environment is team-oriented and supportive. KRD occupies contemporary office quarters in Schaumburg, the heart
of Chicago's northwest business corridor.
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Firm Contacts:
David Diamond
[email protected]
Jonathan Gozdal [email protected]
Saul Jimenez [email protected]
Allen Kutchins [email protected]
Jon Segal [email protected]
197


Latham & Watkins LLP
330 N. Wabash Ave, Suite 2800 Chicago, IL 60611
Phone: 312/876-7700 www.lw.com
Firm Type: Law Firm
Year Founded: 1934
Description: Worldwide, companies and investors seeking innovative solutions to their most complex challenges turn to Latham & Watkins for its strategic thinking and experienced advice.
In handling some of the most significant and ground-breaking cross-border matters, we pride ourselves on our ability to field the appropriate team of experts for each client assignment.
• Established as one of the world’s premier, full-service business law firms
• Leadership in M&A, capital markets, restructuring, tax, company representation and corporate finance, intellectual property, technology transactions, antitrust and competition law, complex litigation, employment and compensation and other essential areas of business law
• Integrated client service worldwide & through a network of more than 2,200 lawyers around the globe
• Office locations in the world’s leading business and financial centers
• Few firms can match the depth and breadth of our geographic platform and legal expertise
• Latham offers innovative solutions to clients’ most complex business and industry issues
Firm Contacts:
Nabil Sabki
[email protected]
Alan Van Dyke [email protected]
198


Locke Lord LLP
111 S. Wacker Drive Chicago, IL 60606 Phone: 312/443-0700 www.lockelord.com
Firm Type: Law Firm Year Founded: 1914
Description: Locke Lord represents clients in private equity and venture capital across a spectrum of industries including energy, telecommunications, technology, real estate, health care, life sciences and others. The Firm also has deep strength in corporate M&A transactions, litigation, insurance and reinsurance, intellectual property, financial institutions and fund formation.
Firm Contacts:
John Eisel
[email protected]
Tamer Tullgren [email protected]
199


Martin Partners
224 South Michigan Avenue, Suite 420 Chicago, IL 60604
Phone: 312/922-1800 www.martinpartners.com
Firm Type: Executive Recruiter Year Founded: 1995
Description: Martin Partners is a retained executive search firm servicing the private equity and VC community. We recruit senior level management team members to portfolio companies across all functional areas. We also recruit key infrastructure players directly to the PE/VC firms(e.g. CFO, IT, HR, Controller) as well as Partners, VPs, and Associates.
Firm Contacts:
Theodore Martin Jr.
[email protected]
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