HUB International is a full-service insurance brokerage firm based in Chicago, Illinois, founded in 1998. It provides a wide range of insurance products and services, including business insurance such as commercial property, general liability, cyber, professional liability, and automobile coverage. The company also offers employee benefits products like health and retirement planning, personal insurance for property, casualty, health, and life, and risk management solutions. Additionally, HUB International provides human resources consulting services. It serves various industries including agribusiness, construction, education, healthcare, hospitality, real estate, sports, and transportation. The company has offices across North America and Canada.

Accenture is a global professional services company, operating in over 120 countries. With approximately 204,000 employees, they specialize in management consulting, technology services, and outsourcing across various industries. Accenture helps clients become high-performance businesses by delivering transformational outcomes through strategy, consulting, digital, technology, and operations capabilities.

Kohlberg Kravis Roberts is a global investment firm that manages multiple alternative asset classes, including private equity, energy, infrastructure, real estate and credit, with strategic partners that manage hedge funds. Founded in 1976, the firm is headquartered in New York and operates a broad international presence with offices in major financial centers around the world. KKR pursues a patient, disciplined investment approach, emphasizes high-quality talent, and aims to deliver attractive returns while creating growth and value for its investment partners.

Inszone is a comprehensive insurance brokerage firm offering a wide range of property & casualty and employee benefits solutions tailored to businesses and commercial clients.

Founded in 1985, Blackstone is a global investment firm that manages capital on behalf of pension funds and large institutions across alternative asset classes. It offers services to institutional investors, including pension plans and pooled investment vehicles, through its various subsidiaries such as Blackstone Alternative Asset Management.

The Carlyle Group is a global private equity and alternative asset management firm founded in 1987 and based in Washington, DC. It manages a broad range of investment platforms across corporate private equity, real assets, global market strategies and investment solutions, serving institutional and individual investors worldwide. The firm supports growth and value creation by partnering with management teams and pursuing opportunities across industries such as aerospace, government services, energy, healthcare, technology, manufacturing, real estate and transportation, as well as strategic credit and other capital solutions. Through diversified fund families and advisory capabilities, it aims to deliver long-term capital appreciation and risk-adjusted returns across multiple market cycles.

H.I.G. Capital is a private equity and alternative assets investment firm that provides both debt and equity capital to small and mid-sized companies. It pursues a range of strategies, including leveraged buyouts, growth equity, recapitalizations, distressed situations, and corporate carve-outs, with an operationally focused, value-added approach. The firm targets mid-market companies across sectors such as consumer, business services, manufacturing, healthcare, technology, and financial services, with investments in the United States and Europe. It typically makes control or minority investments and can deploy various forms of capital, from equity to senior debt, to support growth, restructurings, or turnarounds. Founded in 1993 and headquartered in Miami, the firm maintains a broad footprint with offices in North America and Europe as part of its private capital platform.

EQT is a global private equity firm founded in 1994 that invests in mid-market companies through buyouts, expansion capital, growth equity, and infrastructure opportunities. It targets opportunities in Europe, North America, and Asia across sectors such as healthcare, life sciences, technology, industrials, consumer services, and real estate, seeking durable cash flows and meaningful intrinsic value. EQT pursues controlling or co-controlling stakes and collaborates with management to drive growth, improve operations, and expand internationally. The firm maintains a broad geographic footprint and an ownership orientation designed to build market-leading companies with sustainable competitive advantages. By combining sector expertise with disciplined capital allocation, EQT aims to create long-term value for its portfolio and stakeholders while adapting to evolving market dynamics.

Founded in Sweden over 140 years ago, Atlas Copco specializes in manufacturing compressed air and gas equipment, generators, industrial tools, vacuum pumps, and portable power solutions. Its products serve diverse industries worldwide, from food production to aerospace.

CVC Capital Partners is a global private equity and investment advisory firm that manages private equity, asset, credit and infrastructure investments. Founded in 1981 as Citicorp Venture Capital, a subsidiary of Citigroup, the firm expanded across Europe and later into the Americas and Asia, building a multinational platform with offices and professionals across major markets. It seeks to invest across a wide range of sectors including building and construction, business services, chemicals, consumer and retail, energy and utilities, financial services, healthcare, manufacturing, sports, media and entertainment, technology, and transport and infrastructure.

Valsoft is a holding company that acquires and grows vertical-market software businesses and provides software and related technology services to a growing base of customers. It operates with a decentralized management approach, offering its acquired subsidiaries access to resources, analytics, guidance, and capital to support growth, stability, and marketing capabilities.

Ardian, established in 1996, is a France-based asset manager offering global investment management services. It primarily focuses on fund of funds (55.21%), followed by direct funds (19.79%), infrastructure (16.67%), and private debt (7.29%), with a minor allocation to real estate (1.04%). Ardian invests across various sectors, including food value chain, healthcare, technology, and industrials, with a presence in Europe and North America.

Advent International is a private equity firm founded in 1984 and headquartered in Boston, Massachusetts. It pursues buyouts and growth equity investments across multiple sectors, including healthcare, technology, financial services, consumer and services, industrials, retail, and leisure. The firm operates globally, making investments in North America, Latin America, Europe, and Asia, with a focus on partnering with management to build durable value in portfolio companies.

NFP Corp. is a New York-based insurance broker, consultant, and wealth management company. It operates in two segments: Insurance Brokerage and Consulting, offering corporate benefits, retirement, property and casualty, and individual insurance solutions; and Advisor Services, providing independent broker/dealer and registered investment advisory services to independent financial professionals. Through licensed subsidiaries and affiliates, the company supports risk management, retirement planning, and wealth management for its clients. Founded in 1998, NFP Corp. is a subsidiary of NFP Intermediate Holdings.

Founded in 1985, Mercer Advisors is a comprehensive wealth management firm based in Santa Barbara, California. It serves a diverse range of clients including high-net-worth individuals, institutions, and charitable organizations. The firm offers customized financial planning, investment strategies, proactive tax planning, retirement planning, estate planning, trustee services, and insurance solutions.

The Riverside Company is a global private equity firm founded in 1988 and headquartered in New York. It makes both control and non-control investments in growing businesses valued up to US$400 million, seeking to partner with owners who wish to remain involved to help drive growth. The firm focuses on sectors such as business services, consumer brands, education and training, franchising, healthcare, software and information technology, and manufacturing. Riverside has completed hundreds of transactions and maintains an international portfolio of more than 80 companies across regions including the United States, Canada, Europe, Japan, South Korea, Australia and New Zealand.

Apax Partners is a London-headquartered private equity firm with a global presence, focused on long-term investments in growth and middle-market companies. It specializes in direct investments and fund-of-fund activities, employing multi-stage equity strategies that include late-stage, growth capital, leveraged buyouts, management buyouts, buy-ins, and recapitalizations. The firm concentrates on technology and telecommunications, retail and consumer, financial and business services, media, and healthcare, seeking opportunities worldwide including North America, Europe, and Asia. It actively participates on the boards of its portfolio companies and typically takes majority stakes, with limited if any syndication outside its investor group. Founded in 1969, Apax Partners emphasizes sector expertise, global reach, and active value creation.

Bain Capital is a Boston-based multi-asset alternative investment firm that sources, funds, and manages investments across private equity, venture capital, credit, and public equity. Founded in 1984, it operates globally with specialized units focused on growth and buyout investments, life sciences, and impact-oriented opportunities. The firm backs companies across sectors including healthcare and life sciences, technology, software and data services, financial services, consumer, manufacturing, and industrials, spanning from early-stage ventures to growth equity and large-scale acquisitions. It emphasizes value creation through strategic support and partnerships, leveraging deep operating experience and a global network. Its life sciences arm targets pharmaceutical, biotechnology, medical device, and diagnostic companies; the Double Impact unit pursues market-rate returns alongside measurable social and environmental benefits; Bain Capital Ventures backs technology-enabled businesses from seed to growth across enterprise software, infrastructure, and services. The firm maintains offices in Boston and major markets worldwide, aiming to deliver competitive returns while supporting innovation and economic development.

Microsoft is a multinational corporation that develops, manufactures, licenses, supports, and sells software products and services. Its offerings include the Windows operating system, Microsoft Office suite, server products like Windows Server and SQL Server, business solutions such as Dynamics, cloud services through Azure, hardware devices like Surface and Xbox, and online advertising platforms.

The Hilb Group is a property and casualty insurance provider and employee benefits broker focused on serving small and medium-sized businesses, primarily along the East Coast of the United States. The company offers a range of risk management and insurance services, including general lines and specialty niches such as cosmetic protection, passenger transportation, restaurants, education, and habitational insurance. By providing tailored insurance solutions, The Hilb Group enables organizations to safeguard their assets, protect their employees, and secure their future.

Cisco specializes in networking hardware, software, and telecommunications equipment. It offers a wide range of solutions including routers, switches, network security products, wireless mobility tools, collaboration platforms, and data center technologies. These products enable businesses, organizations, and individuals to build and manage networks, facilitate communication, and enhance connectivity across diverse industries.

IK Partners is a European private equity firm focused on mid-market companies. The firm makes equity investments across growth capital, leveraged buyouts and buyins, add-on acquisitions, recapitalizations, and restructurings, typically taking a majority stake and a board seat. It targets sectors including business services, healthcare, consumer, manufacturing, and industrials, with activity across Europe—Nordic and Continental Europe, the United Kingdom, Benelux, the DACH region, Poland, and France. Founded in 1989 and based in London, IK Partners operates multiple offices across Europe. Typical deals involve equity commitments between €50 million and €750 million and enterprise values between €100 million and €500 million, reflecting a focus on mid-sized companies with growth potential.

Thoma Bravo is a private equity firm headquartered in Chicago with additional offices in San Francisco and Miami that specializes in software and technology investments. With a four-decade track record, it focuses on control-oriented buyouts, recapitalizations, growth equity, and buy-and-build strategies, often taking majority stakes to build durable, scalable franchises. The firm targets software companies, including enterprise software, security software, and technology-enabled services, as well as related sectors, and pursues opportunities primarily in North America with selective global investments. It emphasizes operational value creation and strategic expansion, leveraging its experience with consolidating fragmented software markets to drive growth through add-on acquisitions and platform development.

Risk Strategies Company is a privately held firm specializing in risk management and insurance brokerage services. The company provides comprehensive advice and solutions for property and casualty insurance, employee benefits, and healthcare risks. Serving a diverse clientele that includes businesses of all sizes, non-profits, public entities, and individuals, Risk Strategies Company leverages its access to major insurance markets to deliver tailored risk management strategies. By simplifying the complexities of asset protection and liability minimization, the firm enables its clients to effectively manage their risks and secure the necessary coverage.

Google is a multinational technology company renowned for its search engine, offering services such as Gmail, Google Drive, Google Docs, and YouTube. It specializes in advertising solutions through Google Ads and mobile operating systems with Android, while actively innovating in artificial intelligence and machine learning.

IBM is a technology and innovation company that offers a broad portfolio of software, hardware, and services spanning AI, analytics, cybersecurity, cloud, software development, and systems management. It provides consulting and professional services through IBM Consulting and enterprise technology services, helping organizations manage IT operations and digital transformation. The company delivers security software and services via IBM Security Services, cloud infrastructure through IBM Cloud, and financing options via IBM Global Financing. IBM pursues research and development in areas such as quantum computing and enterprise AI, and supports customers across industries with technology to automate, secure, and optimize business processes.

Apollo is a global investment management firm specializing in private equity, credit-oriented capital markets, and real estate investments.

Main Capital Partners is an independent private equity firm founded in 2003 and based in the Netherlands. It concentrates on enterprise software companies, pursuing a buyout strategy with a long-term, value-added approach. The firm targets opportunities in the Benelux, DACH, Nordics and the United States, seeking partnerships with founders and management teams to create operational and strategic value and to build large, healthy software groups grounded in solid business fundamentals.

Goldman Sachs is a global financial services firm that provides investment banking, securities, and investment management services to corporations, governments, financial institutions, and high-net-worth individuals. It advises on mergers and acquisitions, restructurings, and other corporate actions; underwrites public offerings and debt; and helps clients raise capital through various markets. The firm engages in market making and client execution across fixed income, currencies, commodities, and equities, and offers securities services including financing and lending to institutional clients. Its asset management and wealth advisory businesses manage assets and provide investment solutions for a broad client base, including institutions and individuals. Headquartered in New York, the company serves clients worldwide and operates across multiple business lines to support capital formation, risk management, and investment activities.

TPG Growth is the growth equity and middle-market buyout arm of TPG, founded in 2007 to partner with companies at growth stages across the United States, Europe, Africa, and Asia. It pursues a long-term, hands-on approach, helping portfolio companies from inception through international expansion by leveraging geography-specific experience and the operational resources of the TPG platform. The unit focuses on sectors such as media, technology, and industrials, and operates within the broader TPG framework, a global alternative asset manager that prioritizes innovation, technology, healthcare, and impact investing. TPG Growth manages more than $7 billion in assets and engages with companies through a growth expansion and scale strategy.

Platinum Equity is a global private equity firm that focuses on mergers and acquisitions, corporate divestitures, and leveraged buyouts of established companies. It pursues transactions across industries and geographies, typically taking majority stakes but may invest minority positions and pursue add-on acquisitions, recapitalizations, and select growth investments. The firm emphasizes operational improvements and value creation through strategic repositioning of portfolio companies. Founded in 1995, Platinum Equity is headquartered in Los Angeles and maintains offices in Dedham, Massachusetts; Greenwich, Connecticut; New York, New York; London; and Singapore. It engages in a broad range of deal types, including public-to-private transactions and special situations, serving industries such as finance, consumer, healthcare, industrials, media, natural resources, and technology.

Publicis Groupe, a French multinational, is the world's third-largest communications group. It specializes in healthcare communications, digital advertising, and marketing services. The company offers a wide range of solutions, including interactive communication services, social media expertise, e-commerce, and customer relationship management. With a strong presence in North America and Europe, Publicis Groupe drives business transformation through the integration of creativity and technology.

Cerberus Capital Management, founded in 1992, is a global private investment firm headquartered in New York. It specializes in operational private equity, distressed securities, and middle-market lending. The firm invests in undervalued companies and distressed corporate debt across various sectors, including aerospace, automotive, healthcare, and real estate. Cerberus typically takes controlling or significant minority interests in its investee companies, providing them with operational support and strategic guidance. Additionally, the firm offers financing solutions to private equity sponsors and businesses through its lending affiliates.

Warburg Pincus is a global private equity and venture capital firm founded in 1966 and headquartered in New York, with offices around the world. It provides capital across the full life cycle of companies, from founding startups and early-stage financings to growth equity investments, restructurings, and late-stage or management buyouts, often acting as a lead investor and taking minority or majority stakes and board seats. The firm targets a broad range of sectors including consumer, energy, financial services, healthcare and life sciences, technology, media and telecommunications, industrial and business services, real estate, and software, with investments spanning software, fintech, energy, and other growth opportunities. It pursues value creation by backing durable, high-potential companies and generally holds investments over several years. Its global footprint enables activity across North America, Europe, and Asia, aligning with management teams to build scalable, market-leading businesses.

Founded in 1997, Wealth Enhancement Group offers customized financial planning and investment management services. They specialize in business exit planning for owners, assisting with business valuation, value enhancement strategies, and coordinating retirement income and estate planning.

Apple, established in 1976, is a multinational corporation renowned for designing, manufacturing, and selling a wide array of consumer electronics, computer software, and online services. Its product portfolio includes the iconic iPhone, iPad, Mac computers, Apple Watch, AirPods, and a suite of services such as the App Store, Apple Music, iCloud, and Apple TV+. Apple operates a global retail network of Apple Stores and sells its products through various channels, including online, third-party carriers, and resellers. The company is celebrated for its innovative approach, having pioneered the graphical user interface in personal computers and consistently delivering cutting-edge technology. Apple's headquarters are located in Cupertino, California.

Bridgepoint is a European private equity and asset management firm headquartered in London. It maintains bases across eight European markets and runs international operations from New York and Shanghai. The company concentrates on growth-oriented investments across private equity, infrastructure, and private credit, offering tailored strategies such as middle-market buyouts, small-cap growth capital, and private credit to support growth by companies in sectors including healthcare, technology, advanced industrials, and consumer services. In addition to equity investments, Bridgepoint provides loans and manages credit opportunities through syndicated debt offerings, reflecting a multi-asset approach to financing growth. The firm focuses on middle-market opportunities, partnering with management teams to drive value creation across Western Europe.

Marlin Equity Partners is a private equity firm founded in 2005 and based in Hermosa Beach, California, with an office in London. The firm focuses on creating value through investments in growth equity, management buyouts, carve-outs, add-on acquisitions, restructurings, and other special situations across multiple industries. It targets software and technology, services, healthcare, consumer, industrials, manufacturing, distribution and logistics, aerospace and defense, and media, with emphasis on software, fintech, telecommunications, and internet-enabled businesses. Marlin pursues opportunities globally, including North America, Europe, South America, Australia, and Asia, typically investing in companies with revenues roughly ranging from 10 million to 2 billion and EBITDA from about 8 to 25 million, and it often takes a board seat to guide strategic direction. The firm also provides bridge financing and supports companies undergoing operational, financial, or market-driven change, drawing on an extensive network of resources to strengthen portfolio companies.

SGS is a global leader in inspection, verification, testing, and certification services. With over 85,000 employees across more than 1,800 offices worldwide, the company ensures quality, safety, and performance of products and systems across diverse industries such as agriculture, consumer goods, oil & gas, and construction.

Brookfield Asset Management, established in 1899, is a global asset management firm specializing in four primary sectors: real estate, renewable energy, infrastructure, and private equity. The company invests in high-quality assets within these areas, aiming to generate long-term value for its clients.

Lifco is a Swedish company that acquires and develops market-leading niche businesses across various industries. It focuses on three core areas: dental supplies, demolition and tools, and systems solutions.

Integrity Marketing Group markets and distributes life and health insurance products through a nationwide network of agents and agencies, focusing on the senior market. It designs and distributes a broad portfolio including Medicare supplements, Medicare Advantage, Part D prescription plans, disability income, hospital indemnity, cancer, dental/vision/hearing, final expense, life insurance, annuities, long-term care, and preneed products. It also provides consulting and marketing services such as product development, legacy protection, agent recruitment, and marketing management to carrier partners and agencies.

Vista Equity Partners is a leading private equity firm based in Austin, Texas, founded in 2000 and focused on investing in software and technology-enabled businesses across industries such as enterprise software, data and related services. The firm aims to create value through growth and operational improvement and operates through Vista Consulting Group, its operating and consulting arm, which drives efficiency and best practices across portfolio companies. It also includes Vista Credit Partners, the credit-investing arm that provides financing to software, data and technology-enabled businesses to support value creation across the portfolio.

BlackRock is a global investment management company based in New York City. It serves institutions, intermediaries, foundations, and individual investors, operating as a leading global asset manager that oversees and advises on a wide range of investment portfolios across multiple asset classes, strategies, sectors, and regions. The firm is noted for its emphasis on technology and financial solutions that support the broader financial industry, including risk management, advisory services, and integrated investment platforms. Through its diversified offerings, BlackRock aims to help clients pursue long-term goals across equities, fixed income, alternatives, and multi-asset strategies, while leveraging data and analytics to inform investment decisions and risk controls.

US LBM is a building materials company specializing in the distribution of specialty products such as windows, doors, millwork, roofing, siding, cabinetry, wallboard, and wood products. Serving both residential and commercial construction markets, US LBM enables clients to build, maintain, and renovate homes and businesses across the United States.

Bureau Veritas is a global leader providing Testing, Inspection, and Certification (TIC) services. It delivers high-quality solutions to help clients meet challenges in quality, safety, environmental protection, social responsibility, and health across various industries.

leading global alternative asset manager

Founded in 1995, Oaktree Capital Management is a global alternative investment firm specializing in credit strategies and less efficient markets. With extensive experience and substantial assets under management, the company aims to achieve consistent performance with a primary emphasis on risk control.

Founded in 1985, EP Wealth Advisors is an employee-owned investment manager based in Torrance, California. The firm provides personalized investment advisory services to a diverse range of clients, including high net worth individuals, charitable organizations, and businesses. They invest across global markets, sectors, and asset classes, employing both technical and fundamental analysis methods.

One Equity Partners is a New York-based private equity firm and asset manager that makes control investments in North America and Europe. It focuses on industrials, healthcare and technology, including B2B, information technology, manufacturing, digital health and SaaS companies, and collaborates with management teams to drive strategic and operational improvements that create long-term value.