Clients

Our client experience includes companies in Accounting/Advisory, Asset Management, Banks, Financial Technology, Hedge Funds, Insurance, Legal, Private Equity and Wealth Management.

 

Private Equity, Venture Capital, Hedge Funds

    Adveq
  • AEA Partners
  • Align Capital Partners
  • Audax Partners
  • Baird Capital
  • Black Canyon Capital
  • Brazos Equity Partners
  • Bregal Partners
  • Bregal Sagemount
  • CenterOak Partners
  • Constitution Capital Partners
  • Courage Capital
  • Evanston Capital Management
  • Globalturk Capital
  • Graycliff Partners
  • Hancock Capital Management
  • HarbourVest Partners
  • J.W. Childs Associates
  • Lineage Capital
  • Meketa Investment Group
  • Merced Partners
  • Nautic Partners
  • Pamlico Capital
  • Parallel49 Equity
  • Partners Group
  • Permira
  • Quad-C Management
  • Ridgemont Equity Partners
  • River Associates
  • The Riverside Company
  • SFW Capital
  • Shore Capital
  • SK Capital Partners
  • Stellus Capital
  • Sterling Group
  • Sun Capital Partners
  • Swander Pace Capital
  • TA Associates
  • Thompson Street Capital Partners
  • Trive Capital

Financial Technology

    AFEX
  • Altvia Solutions
  • Bluefin Payments
  • Delta Data
  • Eagle Investment Systems
  • Equinoxe Fund Administration
  • iQuantifi
  • ITG/Majestic Research
  • Lava Trading
  • LifeYield
  • Linedata
  • Merrill DataSite
  • RavenPack
  • StarCompliance Software
  • Top-Q Software

Investment Management

    Adams Funds
  • Advisors Asset Management
  • Athena Capital Advisors
  • Ativo Capital
  • BNY Mellon
  • Boston Partners
  • Fiduciary Trust Company
  • IRON Financial

Financial Institutions

    Consensus Advisors
  • Monroe Capital
  • Salus Capital Partners
  • TD Bank
  • William Blair

Professional Services

    ACG Global
  • CPCU Society
  • Deloitte
  • Edwards Wildman
  • Grant Thornton
  • Karen Clark & Company
  • Murray Devine
  • Opimas
  • PwC
  • WeiserMazars

Partners

    The Economist
  • Northeastern CAIS
  • HBS VCPE Conference
  • PitchBook
  • TSAM/Osney Media
  • Wharton Private Equity Conference
  • Yale School of Management PE & VC Symposium