James Longinotti

Cambridge International Partners, Inc. provides M&A advisory services. It offers services to the investment managers, banks, trust companies, insurance groups, securities firms, diversified financial service organizations and financial investors. The company was founded by Paul F.H. Holt and Douglas P. Klassen in 1989 and is headquartered in New York City, NY.

Prospect Mortgage LLC provides mortgage loans. The firm offers a variety of home loan solutions including first-time homebuyer programs with down-payment assistance, FHA and VA, conventional, jumbo and super jumbo, new construction and renovation. The company is headquartered in Sherman Oaks, CA.

Remedi Seniorcare Holding Corp. provides long-term care pharmaceutical and technology solutions including formulary management, EHR integration, and Web portal. The company was founded in 2002 and is headquartered in Towson, MD.

Silver Lane Advisors LLC operates as an investment bank. The firm advises financial institutions undergoing transformational events, including mergers, acquisitions, capital raises, recapitalizations, re-equitizations, and joint ventures. It also provides valuation advisory services and structure ownership succession plans. The company was founded by Elizabeth Bloomer Nesvold in 2007 and is headquartered in New York, NY.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients.

JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions.

Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL.

Cresset Asset Management LLC (Cresset) is s a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded in 2017 by Douglas Regan and Jack Ablin. They are a subsidiary of Cresset Capital Management LLC, owned by Cresset Manager LLC. Cresset offers investment advisory and family office services to individuals, high-net worth individuals, trusts, estates, retirement plans, charitable organizations, corporations, other business entities and pooled investment vehicles.

Cresset Partners LLC (Cresset Partners) is a private equity arm of Cresset Capital Management LLC founded in 2017 by Avy Stein and Eric Becker. The firm is headquartered in Chicago, Illinois.

Parkway Bancorp, Inc. operates as a bank holding company. It is the parent bank holding company of Parkway Bank & Trust Company. The firm through its subsidiary conducts a general banking business, which includes most of the products and services, both commercial and consumer, that community banks generally offer. The company is headquartered in Harwood Heights, IL.

Sagard Private Equity (Sagard) is a private equity subsidiary of Sagard Holdings ULC founded in 2021. The firm is headquartered in Canada with offices in New York and Denver.

Access Holdings Management Co. LLC (Access Holdings Management) is a private equity firm founded in 2013 by Kevin McAllister. The firm is headquartered in Baltimore, Maryland.

SecureNet LLC engages in the provision of security solutions for business and homes. The firm designs and implements security solution for business or home. Its services include burglar alarms, camera systems, access control, intercoms, and annunciators. The company was founded in 1997 and is headquartered in Clinton, MO.

Livingston International, Inc. engages in provision of customs brokerage, transportation and integrated logistics services. Its services include customs brokerage, U.S. customs brokerage, Canadian customs brokerage, Mexican customs brokerage, freight and transportation, global trade management, trade consulting, trade technology, business process services, trade sphere and vehicle transportation services. The company was founded by Gerry Livingston in 1945 and is headquartered in Toronto, Canada.

Spartan Education LLC provides aeronautical training programs. It specializes in pilots and technicians training. The company was founded by William G. Skelly in 1928 and is headquartered in Tulsa, OK.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

Children's Health Care engages in the operation of a children's hospital. It offers emergency and trauma care, primary care, surgery, walk-in ready care, specialty care and departments, family services, and education materials. The company was founded in 1924 and is headquartered in Minneapolis, MN.

Leadership Atlanta, Inc. provides sustained community leadership programs. The firm specializes in leadership development, community education, relationship building and metro Atlanta. The company was founded in 1969 and is headquartered in Atlanta, GA.

Berman Capital Advisors LLC is a multi-family office headquartered in Atlanta, Georgia. The firm was founded by Justin Berman in 2010. In 2021, they were acquired by Cresset Asset Management LLC, which is ultimately owned by Cresset Capital Management LLC. Berman Capital Advisors provides family office services, wealth management, and investment consulting services to a select group of high-net-worth families.

United Way of Metro Chicago, Inc. operates as non-profit organization, which allocate funds for health, education, financial stability and safety. The firm provides health, education and financial services. It offers 211 hotline support, center for human trafficking and slavery, born learning, and sports activities. The company was founded by Frances Wisebart Jacobs, Myron W. Reed, William J.O’Ryan, Dean H. Martyn Hart and Rabbi William S. Friedman in 1887 and is headquartered in Chicago, IL.

Metropolitan Family Services provides advice, counseling, and other supportive services to families and individuals. It empowers families to learn, to earn, to heal and to thrive through services provided in four key areas such as economic stability, education, emotional wellness and empowerment. The company was founded in 1857 and is headquartered in Chicago, IL.

World Business Chicago provides economic data and statistical assistance services. The company was founded in 1999 and is headquartered in Chicago, IL.

The Lincoln Financial Group Foundation operates as a nonprofit organization. The private company is based in Fort Wayne, IN.

Part of Northern Trust Corp., the company is a nationally chartered commercial bank based in San Francisco, CA.

ClientWise LLC provides executive couching and consulting services for financial professionals. Its services include customized coaching solutions, workshop coaching, and additional tools and assessments. The company was founded by Ray Sclafani in 2006 and is headquartered in Mount Kisco, NY.