Private Equity Boston Forum

Davis Polk is an elite global law firm with world-class practices across the board. Industry-leading companies and global financial institutions know they can rely on Davis Polk for their most challenging legal and business matters. The firm’s top-flight capabilities are grounded in a distinguished history of 170 years, and its global, forward-looking focus is supported by 10 offices strategically located in the world’s key financial centers and political capitals. Approximately 1,000 lawyers collaborate seamlessly across practice groups and geographies to provide clients with exceptional service, sophisticated advice and creative, practical solutions. 

Scientific Infra & Private Assets (SIPA) was born from the research developed at the EDHEC Business School and has been an index and data provider since 2019, serving numerous prestigious clients representing hundreds of billions of dollars of private equity and infrastructure assets under management. We offer a solution to the main data challenge investors face in private markets: an endemic lack of risk and performance data restricting best practices and obfuscating investment decisions.

Apex Group Ltd., established in Bermuda in 2003, is a global financial services provider. With over 13,000 employees globally, Apex Group provides services into 50 jurisdictions delivering an expansive range of services to asset managers, financial institutions, private clients, and family offices. The Group has continually improved and evolved its capabilities to offer a single-source solution through establishing the broadest range of services in the industry; including fundraising solutions, fund administration, digital onboarding and bank accounts, depositary, custody, super ManCo, corporate services and a pioneering ESG ratings and advisory solution. Apex Group’s purpose is to be more than just a financial services provider and is committed to driving positive change to address three core areas; the environment and climate change, women’s empowerment and economic independence, education and social mobility.

CAC Specialty is an industry-leading specialty insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets. CAC delivers customized solutions for a wide range of risks, serving both large corporations and small-to-medium enterprises. It is an employee-owned company, housing top industry talent dedicated to meeting clients’ comprehensive risk management needs and ranked in the top 40 of all U.S. brokerage firms.

CAC Specialty’s Tax Insurance Practice comprised of seasoned tax attorneys and former tax insurance underwriters, combines deep tax technical expertise, industry experience, and business acumen to craft innovative and unique tax insurance solutions so any client can quickly transfer the risk of the unanticipated and detrimental consequences of a successful challenge by a taxing authority—creating more certainty for sponsors, corporations, and stakeholders.

CohnReznick helps private equity firms optimize performance, manage risk, and maximize value through associated firms operating under the CohnReznick brand: CohnReznick LLP, a licensed CPA firm providing assurance services; and CohnReznick Advisory LLC (not a licensed firm) providing advisory and tax services. Together, CohnReznick provides leaders with deep industry knowledge and relationships, solutions to address clients’ unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, CohnReznick serves organizations around the world as an independent member of Nexia.

Forvis Mazars is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the U.S., the firm is dedicated to providing an Unmatched Client Experience® through the delivery of assurance, tax, and consulting services. Our asset management team has 50+ years of experience providing services to various types of funds, including private equity, venture capital, hedge, real estate, and other funds. Specializing in mergers and acquisitions, capital formation, and succession planning services, Forvis Mazars Capital Advisors focuses on serving family-owned, entrepreneur-led, and closely held businesses—with an unbiased perspective.

Freshfields Bruckhaus Deringer is a global law firm with a long-standing track record of successfully supporting the world's leading national and multinational corporations, financial institutions and governments on groundbreaking and business-critical mandates. Our 2,800-plus lawyers and other legal professionals deliver results worldwide through our own offices and alongside leading local firms. Our commitment, local and multinational expertise, and business know-how means our clients rely on us when it matters most. Freshfields holds eight global Band 1 Chambers rankings across antitrust, corporate/M&A, litigation, international arbitration, employee benefits, tax, public international law, and crisis management.

Fried Frank is an international law firm with 800 lawyers, located in the key financial and government centers of New York, Washington, DC, London, Frankfurt and Brussels. We proudly serve many of the world’s leading investment funds, corporations and financial institutions and help clients navigate challenges and mitigate risks while advising on innovative strategies for growth. As a leader in the industry, we counsel clients on every stage of the investment cycle, developing unique financing products, advising on capital structuring and guiding clients through their most complex transactions and exits.

Lowenstein Sandler is a national law firm with over 350 lawyers based in New York, Palo Alto, New Jersey, Utah, and Washington, D.C. The firm represents leaders in virtually every sector of the global economy, with particular emphasis on investment funds, life sciences, and technology. Recognized for its entrepreneurial spirit and high standard of client service, the firm is committed to the interests of its clients, colleagues, and communities.

Primary Wave IP Investment Management is the leading manager focused on investing in music intellectual property, with over $3.5 billion in AUM. Primary Wave has invested in the music IP of iconic artists Bob Marley, Prince, Whitney Houston, James Brown, and The Doors, among many others, and recently announced a $2 billion JV with Brookfield.

Stax is a global strategy consulting firm specializing in commercial due diligence, value creation, and exit planning for private equity firms, PE-back companies, hedge funds, and investment banks. The firm works across a diverse range of industries including software/technology, healthcare, business services, industrial, consumer/retail, and the events ecosystem. Stax partners with clients to provide data-driven, actionable insights designed to drive growth, enhance profits, increase value, and make better investment decisions.

WithumSmith+Brown (Withum) was founded in 1974 and ranks in the top 25 largest public accounting and consulting firms in the U.S, providing world-class accounting, audit, tax and business advisory services to mid-market companies across the country and around the globe. The Firm’s Financial Services Industry Group serves clients reflecting the diversity of the industry, including hedge fund managers, venture capital firms, private equity firms, mortgage bankers, SPACS, broker-dealers and regulated investment companies. The Firm understands the challenges of operating in a complicated, highly regulated environment, and how to successfully comply with SEC and other rules which often require the expertise of independent auditors and consultants.

Great companies know that innovation requires risk. At Woodruff Sawyer, we’ve been insuring innovation for over 100 years. Our mission is simple: to provide our clients with deep expertise, thoughtful counsel, and fierce advocacy. We protect your people and your assets by identifying and mitigating your risk and reducing your costs. We’re one of the largest insurance brokerage and consulting firms in the US. Working as an extension of your team, we tailor your program and coverage based on truly knowing you and your business. You’ll get access to experts with decades of experience, as well as proprietary data that empowers you to make decisions with confidence. If a claim does occur, you’ll have strong advocates with a specialized claims team to help drive the best result. Because when you win, we win.

Revenue Management Labs (RML) was founded in 2015 as a boutique revenue management consulting company by Michael Stanisz and Avy Punwasee. With experience in both industry and consulting, they built RML to deliver actionable pricing strategies tailored to real-world challenges. Their hands-on approach ensures clients can implement and sustain growth-driven pricing solutions. Today, RML is a fast-growing revenue management consulting firm, helping businesses worldwide drive growth through in-depth insights, innovative pricing, and practical solutions. Their client-centric focus creates long-term value for business leaders across industries.

The Tolan Group (TTG) is a retained executive search firm recognized for its private equity portfolio experience and performance driven placement services. TTG is a Hunt Scanlon Top 40 Healthcare, Top 60 Finance and one of the top 100 executive search firms focused on private equity in the United States. We are at the forefront of identifying and recruiting proven portco leaders, partnering with dozens of PE firms to hire leaders and build management teams. We place directors to C-Level executives across each platform investment.

UMB Fund Services provides a customizable, proprietary technology platform for accounting, recordkeeping and reporting for private equity, hedge funds, funds of funds, opportunity zone funds, private debt, real estate and venture capital. Our full-service lineup includes fund administration and accounting, investor servicing, tax preparation and reporting, and custody. UMB’s flexible solutions, high-touch service and product expertise are backed by the stability of a highly capitalized parent that has been around for 100+ years.

NewSpring Capital founded in 1999, NewSpring partners with the innovators, makers, and operators of high-performing companies in dynamic industries to catalyze new growth and seize compelling opportunities. We manage approximately $3.5 billion across five distinct strategies covering the spectrum from growth equity and control buyouts to mezzanine debt. Having invested in over 200 companies, NewSpring brings a wealth of knowledge, experi-ence, and resources to take growing companies to the next level and beyond.

Robin AI is a Legal Intelligence Platform built specifically for businesses, providing both software and services. We’re one of the world’s fastest-growing applied AI companies, supporting legal teams on four continents to take advantage of legal intelligence, by breaking free from slow, expensive and manual legal traditions Robin is combining deep AI, legal and business expertise to help you grow. By revolutionizing legal review processes such as editing and extracting data from contracts, our tools enable faster and scalable business growth and boost productivity by allowing humans to focus on higher-value strategic tasks. We build proprietary AI models, license data, and leverage strong partnerships with Anthropic and AWS to support leading companies including GE, Pfizer, KPMG, and UBS.

As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families and institutions by remaining true to our enduring principles of service, expertise and integrity. A globally recognized Fortune 500 Company in continuous operation since 1889, we’ve built a legacy of empowering clients to reach their goals with confidence. Since our roots as a trust bank, we’ve grown to a global presence with more than 24,000 employees in more than 20 countries and across five core business units: Wealth Management, Asset Management, Asset Servicing, Technology and Corporate Functions. Visit us on northerntrust.com. Follow us on X (formerly Twitter) @NorthernTrust or Northern Trust Corporation on LinkedIn.