SPONSOR DIRECTORY - ACG CT Sponsor Directory... · 2017. 5. 17. · Ramsey Goodrich...

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SPONSOR DIRECTORY I Know 2016-2017 ACG Sponsors Primary Contact Diamond Sponsor Eisner Amper Philip DeRosa [email protected] Platinum Sponsors Aon Ed Cronin [email protected] Bernstein Global Wealth Management Scott Nevins [email protected] Blum Shapiro Mark Campbell [email protected] FML Kevin Donovan [email protected] Insperity Laura Burkett [email protected] M&T Bank Sam Tingley [email protected] Robinson & Cole Eric Dale [email protected] Wiggin and Dana Bill Perrone [email protected] Gold Sponsors Carmody Torrance Sandak & Hennessey Aileen Slack [email protected] Carter Morse & Mathias Ramsey Goodrich [email protected] Citizens Bank Mick McDonough [email protected] Day Pitney Scott Beach [email protected] Keybank NA Bruce Rogers [email protected] Marcum Darlene Lee [email protected] PHK O'Connor Davies Bruce Blasnik [email protected] People's United Bank Gregory Pignataro [email protected] RSM Mike Archer [email protected] Shipman & Goodwin Jim Schulwolf [email protected] Webster Bank Christopher Miller [email protected] Membership Sponsor Cohn Reznick Chris Aroh [email protected]

Transcript of SPONSOR DIRECTORY - ACG CT Sponsor Directory... · 2017. 5. 17. · Ramsey Goodrich...

  • SPONSOR DIRECTORY

    I Know

    2016-2017 ACG Sponsors

    Primary Contact

    Diamond Sponsor

    Eisner Amper

    Philip DeRosa [email protected]

    Platinum Sponsors

    Aon

    Ed Cronin [email protected]

    Bernstein Global Wealth Management

    Scott Nevins [email protected]

    Blum Shapiro

    Mark Campbell [email protected]

    FML

    Kevin Donovan [email protected]

    Insperity Laura Burkett [email protected]

    M&T Bank Sam Tingley [email protected]

    Robinson & Cole

    Eric Dale [email protected]

    Wiggin and Dana

    Bill Perrone [email protected]

    Gold Sponsors

    Carmody Torrance Sandak & Hennessey Aileen Slack [email protected]

    Carter Morse & Mathias

    Ramsey Goodrich [email protected]

    Citizens Bank Mick McDonough [email protected]

    Day Pitney

    Scott Beach [email protected]

    Keybank NA

    Bruce Rogers [email protected]

    Marcum Darlene Lee [email protected]

    PHK O'Connor Davies

    Bruce Blasnik [email protected]

    People's United Bank

    Gregory Pignataro [email protected]

    RSM Mike Archer [email protected]

    Shipman & Goodwin

    Jim Schulwolf [email protected]

    Webster Bank

    Christopher Miller [email protected]

    Membership Sponsor

    Cohn Reznick

    Chris Aroh [email protected]

    mailto:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]

  • DIAMOND SPONSOR

    DIAMONDSPONSOR

    EisnerAmper LLP Philip DeRosa Managing Director EisnerAmper LLP One Stamford Plaza Stamford, CT 06901 203.210.0500 [email protected] www.eisneramper.com, EisnerAmper LLP is a premier, full-service accounting, audit, tax, and administration firm with global capabilities. EisnerAmper has led the way in establishing and building a highly trained and dedicated team for asset management firms and the investment advisors responsible for them. Our professionals have experience and expertise in the intricacies of the regulatory and tax environment, the valuation of complex financial instruments and the challenges of maintaining strong accounting and investment controls. The professionals of EisnerAmper have a decades-long service record to the financial services industry, giving us an understanding of the problems you face on a daily basis, as well as the ability to provide practical solutions."

    mailto:[email protected]://www.eisneramper.com/

  • PLATINUM SPONSORS

    PLATINUM SPONSOR

    Aon Edward C. Cronin (Ed) Executive Vice President Aon Risk Services, Inc. of Connecticut 1600 Summer Street Stamford, CT 06905 Phone: 203 326-3490 Cell: 914-643-7293 [email protected] www.aon.com Aon plc is the leading global provider of risk management, insurance and reinsurance brokerage, and human resources solutions and outsourcing services.

    PLATINUM SPONSOR

    Bernstein Global Wealth Management Scott C. Nevins Principal Bernstein Global Wealth Management 1345 6th Avenue, New York, NY 10105 212-756-4259 [email protected] www.bernstein.com Bernstein Global Wealth Management, a unit of AllianceBernstein, has focused solely on research and investment management for more than 45 years. We offer a full range of investment services in all the world’s major markets, and we centralize portfolio management to ensure that all of our clients benefit from the firm’s best investing ideas. By integrating our investment services with sophisticated planning tools, we help the individuals and families, business owners, family trusts and foundations, and other financial guardians we serve build and preserve wealth across generations. As a financial advisor and discretionary money manager, we are bound by a fiduciary responsibility to our clients. Our mission is to help them limit risk and reach their goals across market cycles."

    mailto:[email protected]://www.aon.com/mailto:[email protected]://www.bernstein.com/

  • PLATINUM SPONSOR

    BlumShapiro Mark Campbell Partner BlumShapiro 2 Enterprise Drive, Suite 302 Shelton, CT 06484 (203) 944-8673 [email protected] www.blumshapiro.com BlumShapiro is the largest regional certified public accounting, tax and business consulting firm based in New England with CPA firm offices in West Hartford CT, Shelton CT, Boston MA, Quincy MA, Newton MA and Providence RI. Our accounting, audit, tax and consulting expertise, coupled with focused industry experience, enables us to better customize solutions to each organization’s unique needs. Specializations relevant to ACG include Private Equity and Transaction Support Services, Business Valuation and Strategic Planning and Operational Excellence."

    PLATINUM SPONSOR

    Fiondella, Milone & LaSaracina Kevin M. Donovan Partner Fiondella, Milone & LaSaracina 300 Winding Brook Drive Glastonbury, CT 06033 860-657-3651 [email protected] www.fmlcpas.com FML is a regional public accounting firm headquartered in Glastonbury, Connecticut, with additional offices in Stamford, New Haven and Bristol, CT, and provides professional assurance, tax and business advisory services to a wide range of clients and industries throughout the Northeast.

    mailto:[email protected]://www.blumshapiro.com/mailto:[email protected]://www.fmlcpas.com/

  • PLATINUM SPONSOR

    Insperity Laura A. Burkett, MBA, CBPA District Manager 1 Manhattanville Road Suite 105 Purchase, NY 10577 OFFICE: 914-539-3210 | MOBILE: 646-761-5896 | FAX: 914-539-3237 www.insperity.com/laura.burkett [email protected]

    We're committed to helping you succeed More than 28 years ago, Insperity® CEO Paul Sarvadi envisioned making business owners' lives easier by taking HR and administrative burdens off their plates. So he decided to start a company with little more than 600 square feet of space and one telephone. Since then, Insperity has grown as a result of helping clients reach their goals. Our business model is simple: We're dedicated to helping businesses succeed by taking care of the things that could be distracting you from the bigger picture. We do this by helping you control expenses, minimize risk exposure and maximize your opportunities for revenue generation.

    PLATINUM SPONSOR

    M&T Bank Mr. Samuel B. Tingley Vice President- Group Manager Ct. M&T Bank Corporation 501 Merritt 7 5th Floor Norwalk CT, 06851 www.mtb.com Commercial Bank ____________________________________________________________________________

    http://www.insperity.com/laura.burkettmailto:[email protected]://www.mtb.com/

  • PLATINUM SPONSOR

    Robinson + Cole LLP Eric J. Dale Partner Robinson + Cole LLP 1055 Washington Boulevard Stamford, CT 06901 203-462-7500 [email protected] www.rc.com The pressure to act quickly, move strategically, and meet financial targets has never been greater than in today's business world. Whether you are a CFO, a PE general partner, or a serial entrepreneur, your mind is constantly on high alert: how will you make the best strategic investments, stay ahead of complex regulatory and government changes, mitigate the growing risk of data security breaches, or deal with ethics and compliance issues? Robinson+Cole's corporate lawyers understand your pain points and work hard to alleviate them. We make sure we understand not only how you prefer to handle your legal matters but also how your business operates, your stake in the market, and your long-term business objectives. This approach helps us to efficiently resolve your current matters, anticipate your future needs, and guide you to minimize or manage your business risk. Annually, we handle an aggregate value of approximately $2 billion in transactions that span the continent and cross international borders. Our deep industry knowledge includes diverse sectors, and our offices are strategically positioned, with a footprint that covers the finance, technology, and research-rich corridor from New York to Boston. Whether you are a Fortune 100 multinational with a large in-house legal department, a fast-track emerging company, or a financial sponsor, our full-service team can assist you with your critical corporate needs.

    PLATINUM SPONSOR

    Wiggin and Dana LLP William A. Perrone Partner, Wiggin and Dana LLP Two Stamford Plaza 281 Tresser Boulevard Stamford, CT 203-363-7604 [email protected] www.wiggin.com Wiggin and Dana is a full-service law firm with 150 lawyers that represents clients throughout the country and abroad from our offices in Connecticut, New York and Pennsylvania. Wiggin and Dana provides a broad range of legal services to meet the needs of our diverse client base. Our clients include publicly traded companies, private equity and venture backed companies, entrepreneurs and emerging growth companies, hospitals and other health care organizations, universities, real estate developers, financial institutions, museums, charitable organizations and individuals.

    mailto:[email protected]://www.rc.com/mailto:[email protected]://www.wiggin.com/

  • GOLD SPONSORS

    GOLD SPONSOR

    Carmody Torrance Sandak Hennessey LLP Aileen Slack Legal and Marketing Assistant 707 Summer Street, Suite 300 Stamford, Connecticut 06901 203-425-4200 [email protected] www.carmodylaw.com

    Carmody Torrance Sandak & Hennessey LLP is a Connecticut-based law firm serving a wide range of businesses, utilities, governmental entities and individuals. With more than 75 attorneys and offices in New Haven, Stamford, Waterbury and Southbury, we practice in nearly 30 specific areas of law, with each lawyer skilled in multiple related areas of practice.

    GOLD SPONSOR

    Carter Morse & Mathias Ramsey W. Goodrich Managing Director & Partner Carter Morse & Mathias 167 Old Post Road Southport, CT 06890 203-349-8375 [email protected] www.cartermorse.com Founded in 1987, Carter Morse & Mathias based in Southport, Connecticut, is a full service investment-banking boutique that provides the highest quality corporate finance advisory services to outstanding closely-held entrepreneurial and middle-market companies. CMM provides a full range of investment banking services, including sell-side advisory, raising capital, buy-side advisory, and valuation services. CMM is also a charter member of AICA, an international network of M&A professionals in over 20 countries across the Americas, Europe, Asia and the Middle East. CMM's Broker/Dealer affiliate, Carter Capital Corporation, is a FINRA member firm registered with the SEC and SIPC. For more than 27 years, CMM professionals have helped hundreds of business owners to conceive, initiate, structure and close M&A and financing transactions.

    mailto:[email protected]://www.carmodylaw.com/mailto:[email protected]://www.cartermorse.com/

  • GOLD SPONSOR

    Citizens Mick McDonough VP Business Development Citizens Bank 1 First Stamford Place Stamford CT, 06902 [email protected] www.citizensbank.com

    Citizens Financial Group, Inc. is an American bank headquartered in Providence, Rhode Island, which operates in the states of Connecticut, Delaware, Massachusetts, Michigan, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, Rhode Island and Vermont.As of 2015, Citizens is the 13th-largest bank in the United States, and operates more than 1,200 branches and approximately 3,200 ATMs across 11 states under the Citizens Bank brand. ____________________________________________________________________

    GOLD SPONSOR

    Day Pitney R. (Scott) Scott Beach Partner Day Pitney 24 Field Point Road Greenwich, CT 06830 203-977-7336 [email protected] www.daypitney.com Day Pitney is a leading full-service U.S. law firm with close to 300 lawyers and a long-standing reputation for superior client service and high-value legal representation. With nine offices throughout the Northeast and mid-Atlantic, we are well-positioned to provide national and international clients with results-based representation and forward-thinking solutions for complex transactions, regulatory matters and litigation. Our clients include Fortune 100 private and public companies and financial institutions, governmental entities, investment funds, state pension funds, private-equity backed companies and high net and ultra high net individuals and families. Day Pitney lawyers have extensive experience representing private equity and venture capital funds, as well as independent sponsors and family offices, in all aspects of their operations and investment activities. Members of our Private Equity Group have also served as general counsel and as operating executives within private equity firms and their portfolio companies across a broad array of industries. This depth of operational experience enables us to provide practical advice on the formation and structuring of new investment vehicles, the governance and operation of funds, and the acquisition, management and disposition of portfolio companies through our General Counsel Services program. Day Pitney’s culture places great value on innovation, accessibility, diversity and transparency — characteristics that enable us to anticipate our client’s needs and instill confidence that we are doing the best job possible negotiating and advocating on their behalf.

    mailto:[email protected]://www.citizensbank.com/mailto:[email protected]://www.daypitney.com/

  • GOLD SPONSOR

    KeyBank Bruce W. Rogers Regional Director KeyBank 40 Richards Avenue, Fifth Floor Norwalk, CT 06854 203-854-3406 [email protected] www.keybank.com KeyBank's (NYSE: KEY) roots trace back 190 years to Albany, New York. Headquartered in

    Cleveland, Ohio, Key is one of the nation’s largest bank-based financial services companies,

    with assets of approximately $136 billion at September 30, 2016. Key provides deposit, lending,

    cash management, insurance, and investment services to individuals and businesses in 15

    states under the name KeyBank National Association through a network of more than 1,200

    branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated

    corporate and investment banking products, such as merger and acquisition advice, public and

    private debt and equity, syndications and derivatives to middle market companies in selected

    industries throughout the United States under the KeyBanc Capital Markets trade name. For

    more information, visit https://www.key.com/. KeyBank is Member FDIC.

    _________________________________________________________________________

    GOLD SPONSOR

    Marcum LLP Darlene Lee Practice Development Manager 35 Mason Street, Suite 1D Greenwich, CT 06830 P: (203) 781-9822 C: (203) 970-7176 F: (203) 781-9801 [email protected] www.marcumllp.com Marcum LLP is one of the largest independent public accounting and advisory services firms in the nation, with offices in major business markets throughout the U.S., Grand Cayman and China. Headquartered in New York City, Marcum provides a full spectrum of traditional tax, accounting and assurance services; advisory, valuation and litigation support; and an extensive range of specialty and niche industry practices. The Firm serves both privately held and publicly traded companies, as well as high net worth individuals, private equity and hedge funds, with a focus on middle-market companies and closely held family businesses. Marcum is a member of the Marcum Group, an organization providing a comprehensive array of professional services.

    mailto:[email protected]://www.keybank.com/https://www.key.com/mailto:[email protected]://www.marcumllp.com/

  • GOLD SPONSOR

    O'Connor Davies, LLP Bruce Blasnik Partner O'Connor Davies, LLP 3001 Summer Street - 5ht Floor East Stamford, CT 06905 203-323-2400 [email protected] www.odpkf.com O'Connor Davies, LLP is a full service Certified Public Accounting and consulting firm that has a long service of serving clients both domestically and internationally. With roots tracing to 1891, seven offices in New York, New Jersey and Connecticut, and more than 500 professionals, led by 85 partners, the firm provides a complete range of accounting, auditing and advisory services.

    GOLD SPONSOR

    People's United Bank Gregory Pignataro Vice President of Business Development People's United Bank,One Financial Plaza Hartford, CT 06103 860-993-7540 [email protected] www.peoples.com Regional commercial bank. People's United is a $32 billion asset regional bank based in Bridgeport, CT. Our core commercial banking platform includes Financing (Commercial & Industrial, Asset-Based, Real Estate, Mortgage Warehousing and Equipment Leasing), Derivatives, Treasury Management, International, Insurance, Payroll, Corporate Card and Merchant Services.

    mailto:[email protected]://www.odpkf.com/mailto:[email protected]://www.peoples.com/

  • GOLD SPONSOR

    RSM Mike Archer

    Partner

    850 Canal Street, 4th Floor

    Stamford, CT 06902

    203-327-3112

    [email protected]

    www.rsmus.com

    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, like us on

    Facebook, follow us on Twitter @RSMUSLLP, connect with us on LinkedIn, and/or on YouTube.

    GOLD SPONSOR

    Shipman & Goodwin LLP James C. Schulwolf Partner Shipman & Goodwin LLP 1 Constitution Plaza Hartford, CT 06103 860-251-5949 [email protected] www.shipmangoodwin.com

    We are a full-service law firm uniquely suited to meet the needs of middle market companies and their capital providers. We offer sophisticated and cost-effective representation in areas such as general corporate counseling, debt and equity finance, mezzanine finance, M&A, tax, benefits, export controls, and international trade regulation.

    mailto:[email protected]://www.rsmus.com/mailto:[email protected]://www.shipmangoodwin.com/

  • GOLD SPONSOR

    Webster Bank, N.A Christopher Miller Vice President Webster Bank, N.A. 281 Tresser Blvd. Stamford, CT 06903 203-328-8137 [email protected] www.websteronline.com Webster Bank, N.A. (NYSE: WBS) is one of the largest independent banks headquartered in New England with $21 billion in assets. Webster’s Sponsor & Specialty Finance Group focuses on providing cash-flow based, senior secured debt solutions to middle-market companies with EBITDA between $5 and $30 million backed by private equity capital. The Group provides a consistent source of capital with over $2 billion of current commitments and will underwrite up to $100+ million in Lead, co-lead, sole lender, and “Club” arrangements.

    mailto:[email protected]://www.websteronline.com/

  • NEW MEMBER RECEPTIONS SPONSOR

    CohnReznick, LLP Christopher Aroh Partner CohnReznick LLP 180 Glastonbury Boulevard Glastonbury/CT/06033 860-368-5284 [email protected] www.cohnreznick.com With origins dating back to 1919, CohnReznick LLP is the 10th largest accounting, tax, and advisory firm in the United States, combining the resources and technical expertise of a national firm with the hands-on, entrepreneurial approach that today's dynamic business environment demands. CohnReznick serves a large number of diverse industries and offers specialized services for Fortune 1000 companies, private equity groups, owner-managed firms, international enterprises, government agencies, not-for-profit organizations, and other key market sectors. Headquartered in New York, NY, CohnReznick serves its clients with more than 280 partners, 2,500 employees, and 26 offices. The Firm is a member of Nexia International, a global network of independent accountancy, tax, and business advisors. For more information, visit www.cohnreznick.com.

    mailto:[email protected]://www.cohnreznick.com/