Meet our Partners

Aspen HR ("Aspen") is a white-glove PEO that provides independent sponsors and their portfolio companies with cost effective employee benefits, streamlined payroll and expert HR guidance. Aspen has a unique product and service offering such as due diligence support, add-on acquisition support and tailored benefit plans that are customized for the independent sponsor. Aspen serves clients in all 50 states and holds the industry's prestigious ESAC accreditation. For more information, please visit www.aspenhr.com and email [email protected].

Benesch is an AmLaw 200 business law firm and limited liability partnership with offices in Chicago, Cleveland, Columbus, Hackensack, San Francisco, Shanghai and Wilmington. The firm is known for providing highly sophisticated legal services to national and international clients that include public and private, middle market and emerging companies, as well as private equity funds, entrepreneurs, and not-for-profit organizations.

Citrin Cooperman's Transaction Advisory Services practice is a leading advisor to the independent sponsor community, providing pre-closing financial, tax, IT, operational and commercial due diligence and M&A tax structuring services on lower middle-market transactions as well as post-closing accounting and financial reporting support, ERP/CRM implementation, and management consulting services. Since 2017, we have published annual independent sponsor surveys and thought leadership that have become a recognized resource for all market participants. As the 15th largest accounting firm in the United States, we combine national scale with a partner-led approach to help sponsors execute successful transactions and create value.

CohnReznick helps organizations optimize performance, manage risk, and maximize value through associated firms operating under the CohnReznick brand: CohnReznick LLP, a licensed CPA firm providing assurance services; and CohnReznick Advisory LLC (not a licensed firm) providing advisory and tax services. Together, CohnReznick provides leaders with deep industry knowledge and relationships, solutions to address clients' unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, CohnReznick serves organizations around the world as an independent member of Nexia.

ECA is a specialized executive search firm focused on placing critical senior leaders with Private Equity and their portfolio companies. ECA provides value-creation talent solutions for commercial growth, finance, and operations.

Helm is a private-markets operating platform that helps investment firms and independent sponsors simplify capital-raising and investor workflows across the investment lifecycle. Its configurable, AI-powered technology supports investor onboarding and KYC/AML, e-subscriptions and documents, investor engagement and analytics, payments and reconciliation, and investor and portfolio reporting, deployed on a turnkey, modular, or bespoke basis and built to integrate seamlessly with existing systems. Helm's structuring capability also designs, launches, and administers investment vehicles, including SPVs, drawdown and evergreen funds, feeders, secondaries, and co-investments, across 18 jurisdictions and multiple asset classes. Helm is backed by iAltA. Visit helmmarkets.com to learn more.

For decades, Ice Miller has served as a trusted advisor to businesses across a wide range of industries, providing comprehensive legal counsel that supports growth, innovation, and long-term stability. With offices throughout the Midwest and East Coast, Ice Miller offers a full spectrum of legal services backed by deep industry knowledge and a practical understanding of the challenges organizations face in today's evolving business landscape.

Lippes Mathias is a full-service law firm with nearly 200 attorneys serving clients regionally, nationally, and internationally. With offices throughout New York (6 locations) / Greater Toronto Area / Chicago / Cleveland / Washington, DC / Florida and Texas, Lippes is one of the preeminent law firms focused on the "lower middle market" and advises leading independent sponsors, private equity firms, family offices, and private companies on their transactions.

STREAM Capital Partners specializes in underwriting, structuring, and executing sale leaseback and net lease investment sale transactions across all commercial property types in markets around the globe. As leaders in the single tenant sector, we advise buyers and sellers of all sizes on real estate strategy and dispositions. 

Boasting an international buyer platform and proprietary database of over 200,000 contacts, we give our clients unparalleled access to the private and institutional real estate capital markets and ensure optimal execution for their transactions.

Our unique focus on single tenant real estate solutions enables us to bridge the worlds of real estate and corporate finance to create and implement solutions that align with our clients’ long-term strategic objectives. With over $20 billion in single tenant transaction volume, we are the market leader in single tenant investment sales.