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Past Investor Attendees in non-sector-specific areas
About Us
Conversus Group was founded more than 20 years ago by Lisa Broderick after her decades-long career of turning around, starting and funding companies. Lisa is known for leading the business development and growth strategies for early-stage firms in the technology, telecommunications, manufacturing, consumer and service businesses.
About Us
Colliers is a leading diversified professional services and investment management company. With operations in 68 countries, our 19,000 enterprising professionals work collaboratively to provide expert real estate and investment advice to clients. For more than 29 years, our experienced leadership with significant inside ownership has delivered compound annual investment returns of approximately 20% for shareholders.
About Us
For over 25 years, Collabera has been one of the top providers of digital talent for clients all over the world. We have consistently moved and pivoted with the market to innovate on-demand talent. Our company will always honor its roots and our foundation will remain, but we have evolved into an organization that is enabled by people, driven by tech, and always thinking about the future of the industry and our clients.
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KBS sets the industry standard for consistently high quality, compliant, and cost-effective services, including contract cleaning, floor care, technical services, exterior services, and integrated facility support services. We provide customized solutions that address the specific needs of our clients.
About Us
41 North is a specialized full-Service Investment Bank with expertise in mergers & acquisition and growth capital advice to companies in the middle market looking for a high-touch and professional service. Our open architecture includes the deep resources of Kingswood Capital Partners, LLC, a member of SIPC and FINRA with licenses in 52 US states and territories, and other professionals with whom we have long-standing relationships.
About Us
As a global and multicultural firm, we focus on forming connections that foster an inclusive culture—one that celebrates the many passions, talents, and ideas of our people. As we grow and work together, we ensure all colleagues and clients are treated with integrity while building an organization that champions diversity along the way.
About Us
We actively manage the risks and reduce the complexities of investing in private equity and venture capital. Decades of knowledge, research, and relationships help us navigate complex and opaque markets. We challenge ourselves to find the best opportunities for our clients. Our culture of open dialogue and critical thinking means our research and analysis is constantly evolving.
About Us
Brokerage and investment advisory products and services, are offered through Aegis Capital Corp, a member of FINRA and SIPC. Insurance products are made available through, ACC General Agency, a licensed insurance agency. For those persons inquiring from states where a specific associate is not currently securities and/or insurance licensed, the associate will not transact business in that state or provide follow-up individual responses, until after the associate obtains the appropriate registration in the applicable state.
About Us
INFRASTRUCTURE – ALL ALTERNATIVE SUB-SECTORS On behalf of selected investment management clients who specialize in alternative assets, Anari raises capital from institutional investors worldwide with whom Bill Anawaty maintains regular contact in several contexts. Managers include those actively managing investments in private credit, infrastructure, real estate, and other alternative assets. See specific examples of completed deals
About Us
Warner Bros. Discovery intends to build upon our previous commitments and legacy programs to be a champion for the diverse voices, perspectives, and experiences in our workforce and our world, and, ultimately, foster a respected, successful, sustainable, and inclusive global media and entertainment company.
About Us
The Community Development Venture Capital Alliance (CDVCA) is the network for the field of community development venture capital (CDVC) investing. CDVC funds provide equity capital to businesses in underinvested markets, seeking market-rate financial returns, as well as the creation of good jobs, wealth, and entrepreneurial capacity. CDVCA is working on many fronts to build and strengthen the CDVC field. It promotes the field by combining advocacy, education, communications, and best-practice dissemination through conferences, workshops and peer meetings. CDVCA makes its expertise available to CDVC funds by providing consulting services and technical assistance.
About Us
Casimir's Energy Group is a highly experienced team of finance and natural resource professionals that provides advisory, capital markets and consulting services to the metals, minerals and oil & gas space. Casimir leverages its founder's history in physical commodity trading to structure competitive project specific financings. Since its inception in 2001, Casimir has successfully secured financing for approximately 200 transactions on 6 continents in excess of $5 billion dollars.
About Us
Access Capital has provided asset-based lending for payroll funding to staffing agencies and has been a financial partner to entrepreneurs nationwide for over thirty years. Our mission is to support the growth of our clients by providing the working capital necessary for success, with an emphasis on how the relationship will evolve as a company grows.
About Us
ASAP Ventures' Mission is to get high-potential, early-stage companies to market faster and smarter. ASAP Ventures gives these companies the tools and resources they need to get a solid start and increase their chance of success. Through our Strategic Advisory Services, Capital Formation, and Incubation Services, ASAP Ventures maintains an uncompromising determination to achieve excellence in everything we undertake.
About Us
We support senior management teams facing significant operational and strategic issues, as well as those preparing for growth opportunities. Our team supplements your team to achieve rapid results.
About Us
Chapman Associates – Middle Market Mergers and Acquisitions Schaumburg Chapman is one of the most respected middle market mergers and acquisition firms in the country. Buyers and sellers have trusted Chapman Associates® since 1954. During that time we have successfully sold over 2,400 middle market companies worth billions of dollars.
About Us
Leveraging the principal’s legal and financial background, Bayberry provides top quality consulting and business development services to its clients in the government contracting, Managed and IT services, cybersecurity, software, manufacturing, distribution, and other industries. Bayberry also looks at making investments into selected micro-cap public and private companies. We especially like investing in companies where we can help the company grow and achieve a higher valuation. We will consider investments of up to $15 million on a direct or syndicated basis. Bayberry also provides value-added services to our client and portfolio companies including some services through partners or affiliated companies.
About Us
As a leading accounting and advisory firm, Anchin earns recognition on many of the industry’s “best of the best” lists, year after year. We provide solutions – and opportunities – to help you grow and thrive in today’s economy, and when you need clarity to navigate the road ahead, our talented and experienced team brings vision, insight and possibilities to guide you to the next level of financial success.
About Us
We start with a discovery process that delves into your family values, lifestyle and philanthropic goals. The answers enable us to implement enduring investment strategies designed to enhance your quality of life while building legacy over time.
About Us
We strive to enrich the lives and improve the health and well-being of our employees, partners, and patients across the globe by facilitating the efficient movement of capital through the global healthcare sector. –––––––––––– Adding Value Beyond the Deal. Since our founding in 2001, Bourne Partners has been offering a unique perspective and unmatched experience while remaining highly focused on fulfilling the unique needs of established, middle-market healthcare and pharmaceutical companies across the globe.
About Us
Ascendiant was created to serve as a platform to identify investment opportunities, put capital to work, and provide advisory and support services to client companies and investors. The founders believed the knowledge and expertise they gained while operating public and private companies gave them a unique perspective and insight, and they have recruited talented, experienced, senior-level professionals with similar operating backgrounds to join them.
About Us
Your single point of contact for all your financial needs Your Wealth Advisor is dedicated to helping you simplify the complex—providing highly-personalized support and strategies to help guide you through every milestone and opportunity.
About Us
Branison Group has unique expertise to provide insight with integrity to its clients in the USA and internationally, with deal experience globally in 16 countries. Located in Connecticut, Branison Group is ideally situated to access the financial centers of New York, Boston and Hartford. Presentation at Invest in the Future - the new Portfolio buyer in M&A
About Us
Coral Capital Advisors is an independent consulting and advisory firm focused on companies and participants in the lower and middle markets. We partner with our clients to provide cost effective solutions to real world issues and situations. Our area of services and expertise focuses on bringing services and solutions to our clients that are normally only available to much larger firms.
About Us
"Fast growing companies don't have trouble accessing capital. What I needed was access to proven company builders who share best practices, open doors to fuel growth and are people I trust to have my best interests at heart." - Saurabh Sinha
About Us
Charles River Associates (CRA) is a leading global consulting firm that offers economic, financial, and strategic expertise to major law firms, corporations, accounting firms, and governments around the world. Our experts bring a unique combination of cutting-edge research, state-of-the-art methods, and proven experience to bear on our clients’ most complex challenges.
About Us
Our ethos is based on mutual trust and support. It is our beacon every day, no matter if we lead your team or be the team that supports you. That’s our simple, direct philosophy. We succeed when the team succeeds. It sounds cliché, we know, but it is who we try to be every day—a trusted member of your team.
About Us
CROSS BORDER ENTERPRISES, L.L.C., is a U.S. based internationally-oriented financial advisory and strategic consulting firm founded in 1991 in New York, which is now based in St. Petersburg, Florida. Cross Border advises IT and growth technology focused companies on their financing and M&A activities and assists them with their strategic business development needs.
About Us
We do business. We KNOW business, not just headhunting. We believe that to do really effective search you need to get business and headhunting. This isn’t just generic business that many search industry generalists espouse. Rather, it’s industry specific knowledge—of vertical industry sectors like SaaS software, the for-profit education industry sector, healthcare technology, business process-outsourcing sector, and the manufacturing and retail sectors. These are just some of the industry verticals in which we claim deep contextual business knowledge.
About Us
Calgary Enterprises, Inc. is a strategic corporate operating, financial management and family office company initially formed in 1988 by its President and Managing Partner, Steven Insalaco. The Company utilizes a joint venture and partnership business model that enables it to access diverse senior management resources as necessitated by organizations/firms that correlate to the investment criteria of capital sources and Family Offices that are involved with Calgary.
About Us
Leveraging 35+ years of investment banking experience, we are able to repeatedly achieve optimal results for founders and families by providing a proven, high-touch approach throughout the entire sale process.
The combination of our hands-on approach, senior banker attention, strategic guidance, seamless transaction execution, and extensive network of domestic and international resources has enabled us to become a trusted advisor to hundreds of founders and families.
About Us
Double R Ventures LLC is the corporate launchpad of New York entrepreneur Rosalind Resnick, co-founder of NetCreations, Inc., former host of America Online’s NetGirl Forum, and a long-time poet, journalist and creative writer. Rosalind’s ventures range from luxury Manhattan real estate to film and television production.
About Us
Kroll provides clients a way to build, protect and maximize value through our differentiated financial and risk advisory and intelligence. Our transaction experience and expertise earns us global recognition as leaders in valuation, corporate finance and restructuring. We also are known for our world-class experts and solutions in corporate risk. Explore our solutions or contact an expert.
About Us
With over four decades of industry experience, FOCUS Investment Banking stands as a premier provider of M&A advisory services, offering unparalleled expertise and a client-centric approach. Our nationwide footprint and global reach enable us to deliver tailored solutions and drive successful outcomes for clients across diverse sectors and geographies.
About Us
We are a leading global independent investment bank. Our success begins and ends with a relentless commitment to delivering world-class strategic and financial advice.
About Us
We are a leading global independent investment bank. Our success begins and ends with a relentless commitment to delivering world-class strategic and financial advice.
About Us
“First Wall Street began over three decades ago, embracing an entrepreneurial approach to commercial real estate, oil and gas, retailing, financial and insurance. These industries will obviously always remain key to our core strategies. However, now the global digitization of information and data, the internet, mobile devices, cryptocurrencies and other emerging technologies, have revolutionized markets over the past three decades.
About Us
Wealthspire Advisors is a firm built on a straightforward idea: that clients deserve an advisor as motivated as they are to achieve their financial aspirations. With an independent business model that offers no proprietary products or sales incentives, and a deep bench of experts structured to collaborate around client needs, our team thrives on solving for the complexities of our clients’ financial lives.
About Us
Young America Capital, LLC is a FINRA/SEC licensed broker-dealer based in New York serving the investment banking needs of early-stage and middle-market companies. We also offer specialized services to both funds and investors in the Alternative Investment arena. Through its team of experienced investment banking advisors and funds marketing executives, Young America provides customized services to raise debt and equity capital, engage in buy and sell-side mergers & acquisitions, and secure institutional capital commitments for established or new alternative fund managers. We encourage you to explore our site and learn more about the services we provide. Please feel free to contact us if you have any questions or would like more information on our firm. We look forward to hearing from you.