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Published by idesignit, 2018-03-06 22:35:58

IVCA 2018 Directory.qxd

Mayer Brown LLP
71 South Wacker Drive Chicago, IL 60606 Phone: 312/782-0600 www.mayerbrown.com
Firm Type: Law Firm Year Founded: 1880
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]
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McDermott Will & Emery LLP
227 West Monroe Street Chicago, IL 60606 Phone: 312/372-2000 www.mwe.com
Firm Type: Law Firm Year Founded: 1934
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:
William Hutchens
[email protected]
202


Neal, Gerber & Eisenberg LLP
Two North LaSalle Street Suite 2200
Chicago, IL 60602 Phone: 312/269-8000 www.nge.com
Firm Type: Law Firm Year Founded: 1986
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 firm is large enough to handle nearly any legal matter throughout the world, yet small enough that clients personally know the attorneys responsible for 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:
Michael Gray
[email protected]
Josh Klein [email protected]
Carrie Oswald [email protected]
David Presser [email protected]
Seth Pritikin [email protected]
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The Northern Trust
50 S. LaSalle Street 4th floor
Chicago, IL 60603 Phone: 312/557-0817 www.ntrs.com
Firm Type: Wealth Management
Description: Northern Trust serves the most sophisticated clients from sovereign wealth funds, private equity and hedge funds to the most successful corporate brands and the wealthiest individuals and families. We are a global leader in delivering innovative investment management, banking, asset and fund administration and fiduciary solutions enabled by leading technology. Our team that serves venture capital and private equity firms and their partners provides comprehensive services: leverage for the fund and partners fund administration, treasury management, private banking, investments, trust and estate services and wealth transfer planning.
Firm Contacts:
Elizabeth Hart
[email protected]
Katherine Berry Templin [email protected]
205


Perkins Cole LLP
131 S. Dearborn, Suite 1700 Chicago, IL 60603
Phone: 312/324-8404 www.perkinscoie.com
Firm Type: Law Firm Year Founded: 1912
Description: With more than 1,000 lawyers in 19 offices across the United States and Asia, Perkins Coie LLP represents great companies across a wide range of industries and stages of growth - from startups to FORTUNE 50 corporations. Perkins Coie is one of the fastest-growing law firms in Chicago - home to a major world financial center and one of the largest central business districts in the United States. Since its opening in 2002, our Chicago office has grown by strategic acquisitions to include more than 100 attorneys. Among our many proud accolades, the Chicago Tribune has named our Chicago office as one of the city’s “Top Workplaces” since 2011.
Firm Contacts:
Steven Ducommun
[email protected]
Ted Wren [email protected]
206


Plante & Moran
10 South Riverside Plaza 9th Floor
Chicago, IL 60606 Phone: 312/207-1040 www.PlanteMoran.com
Firm Type: Accounting
Year Founded: 1924
Description: Plante Moran is one of the largest middle-market audit, tax, and business advisory firms in the Midwest with more than 500 professionals in Chicago and 2,200 throughout our other locations in Michigan, Ohio, Mexico, China, Japan, and India.
Serving more than 900 private equity and portfolio companies nationwide, we provide financial, tax, strategy, operations, and technology expertise throughout the investment life cycle. We serve investment funds ranging in size from $20 million to more than $3 billion and annually audit above 250 funds and prepare over 750 fund tax returns. Our multidisciplinary team includes more than 350 private equity professionals who specialize in a wide variety of industries including manufacturing, distribution, food and beverage, health care, retail, and technology.
We take a personalized approach, creating a strategy to achieve the results you seek and delivering flexible solutions based on your distinct needs. And because we are not structured like competing office profit centers, you receive the best resources to meet your goals.
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. We have been recognized by a number of organizations, including FORTUNE magazine, as one of the best places to work for 19 consecutive years.
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Firm Contacts:
Mark Blumenthal
[email protected]
Greg Rief [email protected]
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RBN & Associates
303 E. Wacker Dr., Suite 1130 Chicago, IL 60601
Phone: 312/856-9400 www.rbninsurance.com
Firm Type: Insurance Year Founded: 1993
Description: RBN is an experienced team of insurance and employee benefits brokers. Our professionals work with businesses to assess risk, identify cost-efficient approaches to insurance, and negotiate with carriers to deliver comprehensive coverage options. We excel in working with higher-risk, higher-complexity operations where insurance can be hard to place and our insights can be differentiating. Our clients are privately held middle-market businesses and their owners across the United States. They value thoughtful, informed advice along with personal and responsive service. Our approach emphasizes thorough due diligence, transparency regarding our process, a focus on our clients’ coverage priorities, and strategies for managing the cost of risk over time. As a family-owned business, we emphasize a long-term orientation in every relationship we build. Our objective is to build trust and confidence in every interaction.
Firm Contacts:
Nick Scodro
[email protected]
Max Scodro [email protected]
209


Ropes & Gray LLP
191 N. Wacker Drive, Suite 3200 Chicago, IL 60606
Phone: 312/845-1200 www.ropesgray.com
Firm Type: Law Firm
Year Founded: 1865
Description: When clients come to Ropes & Gray, they find a global team of more than 1,200 professionals, whose top-notch skills, varied backgrounds and unique perspectives can help them meet high-stakes challenges, solve complex problems and reach their goals. An international presence, the firm has offices in Chicago, New York, Washington, D.C., Boston, San Francisco, Silicon Valley, London, Hong Kong, Shanghai, Tokyo and Seoul.
Ropes & Gray’s more than 175 private equity lawyers represent leading clients in multiple industries and in a variety of transactions, from venture investments and middle-market acquisitions to large, complex global transactions. We have worked with many prominent private equity and venture capital firms on acquisitions and investments in companies in numerous industries and in many stages of their growth. In doing so, we leverage our deep sector and regulatory experience, particularly in health care, life sciences and asset management. Our impressive client base includes 22 of the 50 largest U.S. funds and 32 of the 100 largest global funds routinely doing deals over $1 billion, and more than 35 midmarket firms regularly doing $100 million to $1 billion in transactions.
Firm Contacts:
Timothy Castelli
[email protected]
Deborah Gersh [email protected]
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Neill Jakobe
[email protected]
Debbie Monson [email protected]
Matthew Richards [email protected]
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RSM US LLP
One South Wacker Drive, Suite 800 Chicago, IL 60606
Phone: 312/634-3400 www.rsmus.com
Firm Type: Accounting Year Founded: 1923
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 9,000 professionals and associates in 86 cities 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 38,300 people in over 120 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:
Steven Johnson
[email protected]
William Spizman [email protected]
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Sidley Austin LLP
1 South Dearborn Street Chicago, IL 60603 Phone: 312/853-7000 www.sidley.com
Firm Type: Law Firm Year Founded: 1866
Description: With 1,900 lawyers in 20 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 140 lawyers across 20 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]
213


Silicon Valley Bank
230 West Monroe, Suite 720 Chicago, IL 60606
Phone: 312/704-9510 www.svb.com
Firm Type: Banking Year Founded: 1983
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:
Thomas Hoge
[email protected]
Dennis Grunt [email protected]
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Simon Compliance LLC
180 N. LaSalle Street, Suite 3000 Chicago, IL 60601
Phone: 312/325-7340 www.simoncompliance.com
Firm Type: Compliance Year Founded: 2010
Description: Our streamlined, cost-effective model helps create custom-tailored compliance programs designed by former regulators. By outsourcing with us, firms free up internal resources and gain market perspective from our work with other similarly situated firms. Our practical approach is built on accessibility and responsiveness. We believe in giving answers, providing education, and collaborating with our clients. Each client receives a carefully considered, customized plan to meet their compliance needs now and in the future.
Firm Contacts:
Lindsey Simon
[email protected]
215


Square 1 Bank, a division of PACIFIC WESTERN BANK 30 S. Wacker Drive
Suite 3500
Chicago, IL 60606
Phone: 312/588-3209 www.square1bank.com
Firm Type: Banking
Year Founded: 2005
Description: Square 1 is a full service banking partner to entrepreneurs and their investors, providing 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 its 15 offices located in top innovation centers across the country. Learn more at square1bank.com.
Firm Contacts:
Jeffrey Lampe
[email protected]
Brad Smith [email protected]
216


Stern Cassello & Associates, LLP
One North LaSalle Street, Suite 1620 Chicago, IL 60602
Phone: 312/263-9100 www.sterncassello.com
Firm Type: Fund Administrator Year Founded: 1988
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
• 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]
James Stern [email protected]
217


Thompson Flanagan & Co.
626 West Jackson
5th Floor
Chicago, IL 60661
Phone: 312/239-2800 www.thompsonflanagan.com
Firm Type: Insurance Year Founded: 2004
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]
218


Vedder Price P.C.
222 North LaSalle Street Suite 2600
Chicago, IL 60601 Phone: 312/609-7500 www.vedderprice.com
Firm Type: Law Firm Year Founded: 1952
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]
219


William Blair
150 N. Riverside
Suite 3500
Chicago, IL 60606 Phone: 312/236-1600 www.williamblair.com
Firm Type: Investment Banking
Year Founded: 1935
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:
Brent Gledhill
[email protected]
Jim O'Connor, Jr. [email protected]
220


Winston & Strawn LLP
35 W. Wacker Drive Chicago, IL 60601 Phone: 312/558-5600 www.winston.com
Firm Type: Law Firm Year Founded: 1853
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 in 17 offices located in the United States, Europe, Asia, and the Middle East.
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]
221


Wintrust Commercial Bank
231 S. LaSalle St
2nd Floor
Chicago, IL 60604 Phone: 312/373-1484 www.wintrust.com
Firm Type: Banking
Year Founded: 1990
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
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With a lending limit approaching $200 million and access to condiut and participation markets, there is no loan too large or too small for Wintrust's Banks to handle.
Wintrust is publicly traded on the Nasdaq under the ticker symbol WTFC.
Firm Contacts:
Christopher Newton
[email protected]
Bailey Moore [email protected]
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Academic Members
225
Academic 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]
227


Illinois Institute of Technology
10 West 35th Street
Suite 10F9-1
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:
Catherine Vorwald
[email protected]
Anijo Mathew [email protected]
228


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]
229


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]
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Honorary Members
231
Honorary Members


Chicago Teachers' Pension Fund
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) 10,500 Buyouts AUM: $(MM) 560
VC AUM: $(MM) 130
Stage Preference: VC-SEED STAGE, VC-START UP, VC-EARLY STAGE, VC-EXPANSION/GROWTH STAGE, GROWTH STAGE, BUYOUTS, SPECIAL SITUATIONS
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- 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]
232


Golder Investment Management LLC
254 Scott Avenue Winnetka, IL 60093 Phone: 847/242-0500
Investor Type: Direct Investor
Source of Funding: Family Office
Year Founded: 2001
Stage Preference: VC-SEED STAGE, VC-START UP, VC-EARLY STAGE
Firm Contacts:
David Golder
[email protected]
233


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 Buyouts AUM: $(MM) 425.7
VC AUM: $(MM) 213.2
Fund of Funds AUM: $(MM) 50 Geographic Preference: Global
Industry Preference: All
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.
Firm Contacts:
Louis Kosiba
[email protected]
Dhvani Shah [email protected]
234


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: 1970
Stage Preference: VC-SEED STAGE, VC-START UP, VC-EARLY STAGE
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:
William Atwood
[email protected]
Tim Kominiarek [email protected]
Scott Richards [email protected]
235


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: $14,000
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:
Martin Noven
[email protected]
Douglas Wesley [email protected]
236


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
Geographic Preference: All U.S., North America, Global, Asia, Europe
Stage Preference: VC-SEED STAGE, VC-START UP, VC-EARLY STAGE, VC-EXPANSION/GROWTH STAGE, GROWTH STAGE, BUYOUTS, MEZZANINE, SPECIAL SITUATIONS
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); 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.
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Firm Contacts:
Stanley Rupnik
[email protected]
Greg Turk [email protected]
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Sponsoring Members
239
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 Greenberg Traurig, LLP Kirkland & Ellis LLP Kutchins, Robbins & Diamond, Ltd. Neal, Gerber & Eisenberg LLP Ropes & Gray LLP
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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 divestitures, 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 147 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]
Baker Tilly refers to Baker Tilly Virchow Krause, LLP, an independently owned and managed member of Baker Tilly International. © 2018 Baker Tilly Virchow Krause, LLP
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2000 ATTORNEYS | 38 LOCATIONS WORLDWIDE˚
GREENBERG TRAURIG, LLP | ATTORNEYS AT LAW | WWW.GTLAW.COM
Greenberg Traurig is a service mark and trade name of Greenberg Traurig, LLP and Greenberg Traurig, P.A. ©2018 Greenberg Traurig, LLP. Attorneys at Law. All rights reserved. Attorney advertising. °These numbers are subject to fluctuation. 30243
Local Focus, Global Scope
For Private Equity
Greenberg Traurig is proud to support the Illinois Venture Capital Association.
We represent private equity funds across many markets and industries. We advise our clients on fund formation, growth equity investing, acquisitions, ongoing operations and exit/liquidity transactions.
IVCA Members
Raymond F. Bogenrief | [email protected] Marc E. Harrison | [email protected] Peter H. Lieberman | [email protected] Eric Mazur | [email protected]
Gary R. Silverman | [email protected]
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is proud to support the
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Ropes & Gra
The strong private equity focus of our Chicago office, led by office managing partner Neill Jakobe and private equity partner Matthew Richards, complements our deep bench of more than 175 lawyers firmwide who focus on private equity transactions. Our private equity practice covers venture investments, growth equity transactions, and middle-market and large cap leveraged buyouts.
Our client base includes 21 of the 50 largest U.S. funds, 36 of the 100 largest global funds and more than 35 midmarket firms.
ay
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Illinois Venture Capital Association
is a proud sponsor of th
NEILL JAKOBE
312 845 1260 [email protected]
TIMOTHY CASTELLI
312 845 1204 [email protected]
MATTHEW RICHARDS
312 845 1215 [email protected]
Attorney Advertising © 2018 Ropes & Gray LLP
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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 divestitures, 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 147 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]
Baker Tilly refers to Baker Tilly Virchow Krause, LLP, an independently owned and managed member of Baker Tilly International. © 2018 Baker Tilly Virchow Krause, LLP
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2000 ATTORNEYS | 38 LOCATIONS WORLDWIDE˚
GREENBERG TRAURIG, LLP | ATTORNEYS AT LAW | WWW.GTLAW.COM
Greenberg Traurig is a service mark and trade name of Greenberg Traurig, LLP and Greenberg Traurig, P.A. ©2018 Greenberg Traurig, LLP. Attorneys at Law. All rights reserved. Attorney advertising. °These numbers are subject to fluctuation. 30243
Local Focus, Global Scope
For Private Equity
Greenberg Traurig is proud to support the Illinois Venture Capital Association.
We represent private equity funds across many markets and industries. We advise our clients on fund formation, growth equity investing, acquisitions, ongoing operations and exit/liquidity transactions.
IVCA Members
Raymond F. Bogenrief | [email protected] Marc E. Harrison | [email protected] Peter H. Lieberman | [email protected] Eric Mazur | [email protected]
Gary R. Silverman | [email protected]
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