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.

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 alternative asset manager founded in 1987 and headquartered in Washington, D.C. It manages a diversified set of investment programs across private equity, real assets, global market strategies and investment solutions, serving institutional and high-net-worth clients. The firm pursues value creation through active ownership and portfolio management across sectors such as aerospace and defense, government services, consumer, healthcare, technology, energy and real estate, and it operates across regions worldwide through multiple investment platforms and advisory services.

KKR is a global investment firm managing multiple alternative asset classes, including private equity, energy, infrastructure, real estate, and credit. Founded in 1976, the company generates attractive returns through a patient, disciplined approach, focusing on high-quality investments across various sectors.

Founded in 1993, H.I.G. Capital is a global private investment firm specializing in providing debt and equity capital to small and mid-sized companies worldwide. The firm focuses on industries such as manufacturing, business services, consumer goods, healthcare, industrials, and information technology, with a particular emphasis on IT services and software. H.I.G. Capital invests across North America, Europe, Latin America, and Asia-Pacific, typically in companies with enterprise values between $25 million and $1 billion.

EQT is a global private equity firm that also pursues growth, infrastructure, and venture investments. Founded in 1994 and headquartered in Stockholm, it operates worldwide with offices across Europe, North America, and Asia. The firm targets mid-market companies with solid cash flow or meaningful intrinsic value, investing primarily as controlling or co-controlling equity and often taking board seats. EQT's investment scope spans buyouts, expansion capital, growth equity, special situations, and infrastructure assets in sectors such as healthcare, life sciences, technology, industrials, energy, transport, and telecommunications. It pursues opportunities across its private capital, credit, and infrastructure platforms, with a focus on sustainable value creation and long-term growth. EQT backs companies in regions including Northern and Eastern Europe, the United States, and Asia, aiming to build market leaders through an industrial approach and active portfolio management, typically holding investments for several years before exit.

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 Corporation is a holding company that focuses on acquiring and growing vertical-market software enterprises. The company aims to provide software and related technology services to a diverse and expanding consumer base. Valsoft employs a decentralized management approach, allowing its acquired companies to operate independently while benefiting from shared resources, analytics, guidance, and capital. This strategy enables these companies to achieve stability and enhance their marketing efforts, ultimately fostering growth and innovation in the software industry.

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.

Founded in 1984, Advent International is a global private equity firm headquartered in Boston, Massachusetts. The company focuses on buyouts and growth equity investments across five core sectors: healthcare, technology, business and financial services, consumer and retail, and industrial.

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.

Founded in 1988, The Riverside Company is a global private equity firm headquartered in New York. It invests in growing businesses valued up to $400 million across various sectors such as business services, consumer brands, healthcare, software, and manufacturing. Riverside prefers partnering with sellers who wish to remain involved in the company and works collaboratively to drive growth.

Bain Capital is a Boston-based private, multi-asset investment firm that manages assets across private equity, public equity, credit, and venture capital. Founded in 1984, it operates multiple units that create value by supporting companies across sectors such as technology, healthcare, life sciences, financial services, consumer, and industrials, through growth equity, buyouts, early-stage venture capital, and other investment approaches.

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.

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.

IK Partners is a European private equity firm founded in 1989 and headquartered in London with offices across Europe. It focuses on mid-market investments in Europe, pursuing growth capital, buyouts, add-on acquisitions, recapitalizations and restructurings. It typically invests in divisions or subsidiaries of larger groups, private or family-owned, and occasionally public companies. The firm aims for majority stakes and often takes a board seat in portfolio companies. It targets sectors including engineering, manufacturing, process industries, consumer goods, media, healthcare, business services, industrials, renewables, food processing, retail and distribution, among others. It avoids investments in gambling, tobacco, alcoholic beverages, and pornography; and excludes companies with poor human rights records, environmental non-compliance, or child or forced labor. Investments are primarily in Europe, spanning Northern, Western, and Central Europe, including the Nordic region, the United Kingdom, Benelux, Poland, and France.

Thoma Bravo is a private equity firm with a 40-year track record focused on software and technology. It pursues control investments through buyouts and recapitalizations and pioneered the buy-and-build approach in software and technology. The firm targets US-based companies with enterprise value typically between $100 million and $2 billion and EBITDA and revenues above $50 million, often taking a majority stake to drive consolidation and growth. Its investments span software, cybersecurity, technology-enabled services, business services, education, and related sectors, with emphasis on enterprise and consumer software, financial services, and distribution. Thoma Bravo maintains a North American footprint with offices in Chicago, San Francisco, and Miami, but can consider global opportunities, and manages substantial capital commitments across its funds toward long-term value creation in software and technology franchises.

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

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.

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.

Founded in 1969, Apax Partners is a London-headquartered private equity firm with a global presence. The firm focuses on long-term investments in growth companies across sectors such as healthcare, consumer goods, services, technology, and telecommunications.

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.

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.

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.

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.

Founded in 1966, Warburg Pincus is a leading global private equity firm focused on growth investing. With over $60 billion in assets under management, the firm invests across various sectors and stages, typically taking board seats and minority or majority stakes. Headquartered in New York with offices worldwide, Warburg Pincus has invested in over 930 companies across more than 40 countries.

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.

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.

Marlin Equity Partners is a global private equity firm that provides customized capital solutions to companies undergoing change. The firm invests across growth equity, management buyouts, corporate divestitures, mergers and acquisitions, recapitalizations, and special situations, including turnarounds and reorganizations. It targets small to mature companies and often complements its equity with bridge financing. Marlin focuses on software and technology, services, healthcare, consumer, industrials, manufacturing, and logistics, with particular emphasis on software, hardware, fintech, telecommunications, and Internet-enabled businesses. It seeks opportunities across North America, Europe, South America, Australia, and Asia, and typically pursues investments in the range of tens of millions, targeting revenue between roughly $10 million and $2 billion and EBITDA in the single- to mid-double-digit millions. The firm is headquartered in Hermosa Beach, California, with an additional office in London, and generally aims to support portfolio companies with operational resources and strategic guidance, including governance and potential add-on acquisitions.

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.

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.

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.

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.

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.

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.

leading global alternative asset manager

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.

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.

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.