ACG DFW Members

It's all about you, our Members. So if we are just meeting virtually, how do you really know what others need? How can you help? How can others help you? 

We're trying to bridge that gap for you. Check out our members below:

 

Featured Committee: Women's Committee

Sponsored by:
Calvetti Ferguson

Abby Fuqua

Venturity Financial Partners

What they do: Ongoing outsourced accounting - cleaning up the books to prepare a company for an M&A transaction, Accounting Assessments, Accounting Software transition support

How you can help: Looking for privately held companies that need an interim, fractional, or ongoing accounting solution. Also looking for any company that needs their financials cleaned up before, during, or after a transaction.

Lee Anne Sexton

Donnelley Financial Solutions (DFIN)

What they do: Datarooms for Fundraising, M&A, IPOs or corporate repositories. AI technology for due diligence, financial reporting technology, SEC filings and IPO Readiness.

How you can help: Lee Anne is happy to structure creative options for any dataroom needs. Looking for companies or advisors who are gearing up for fundraising, M&A or an IPO.

Cristin Barry

Calvetti Ferguson

What they do: Accounting for tax, audit, restructuring, client support, and exit planning.

How you can help: Looking for Wealth Advisors, Financial Planners, Corporate Attorneys, and Private Equity Groups

Olia Bosovik

Paycor

What they do: Human Capital Management Technology Company for Middle Market Businesses. We help business leaders more effectively and efficiently manage their biggest asset- their people. Our technology covers the entire employee life cycle: From Hire to Retire.

How you can help: Looking for companies who are having issues with their current HR/Payroll vendor or are looking for a more robust , comprehensive system and even those who are not looking for a new system but could benefit from our thought leadership around the new HR environment remote work and with returning to work.

Melinda Fricke

Crestmark

What they do: Working capital lines of credit secured by accounts receivable and inventory. Equipment financing.  Medical AR financing.  USDA and SBA 7A loans.

How you can help: Looking for businesses who need working capital financing or equipment loans and are unable to qualify through a traditional bank.

Kelly Harris

Harris & Dickey

What they do: Certified women-owned firm that provides project based consulting and permanent or interim recruiting services to the CFO and CIO suites, industry agnostic, revenue size from $50 million to $125 billion, those experiencing change and need a professional or team of professionals to help in accounting, finance, technology or internal audit.

How you can help: Looking for companies that need professional assistance to help manage change whether it is rapid growth, merger, acquisition, integration, bankruptcy reorganization or winding down.

Rachel Ingerto

Bank of America

What they do: Middle Market Commercial Banker, and responsible for consulting with and assessing strategic needs of middle market companies with revenues of $50M to $2B and delivering integrated financial solutions including treasury, lending, leasing, advisory, and debt and equity underwriting services. 

How you can help: Looking for middle market companies who may be experiencing dissatisfaction with their current bank, evaluating capital structure changes, growing quickly via acquisition or organic growth, expanding internationally, considering strategic alternatives in the next 2-5 years, or looking to benchmark 401k and HSA programs to meet fiduciary responsibilities.

Erica Lappo

Bridgepoint Consulting

What they do: Management consulting firm that partners with rapidly growing companies, whether organically or by acquisitions, to enhance and improve their financial operations and ERP technology. Whether a company needs assistance with strategy, process improvement, technology or regulatory compliance—or simply has resource gaps, our team of consultants deliver measurable results.

How you can help: Looking for companies in need of help institutionalizing their back office. If you know of a company that is struggling to close their books on time, or is going through their first audit and needs help with audit prep, or that is outgrowing their current ERP system.

Jen Lynch

EisnerAmper

What they do: Audit and other assurance services, tax and compliance, consulting, due diligence. Focus on auditing private equity, venture capital and hedge funds.

How you can help: Looking for PE/VC/Hedge groups, PE backed companies, fund administrators, attorneys, investment bankers.

Katie Marshall

PNC Business Credit

What they do: Provider of senior secured financing to mid-size companies (~$50MM+) and private equity firms in the US, UK and Canada.  Lending capabilities are focused around asset based and structured finance products, ranging in deal size from $10MM to $1B+, and are applicable across a variety of industries, providing capital for acquisitions, recapitalizations, turnarounds, expansions and more.

How you can help: Looking for any companies or financial buyers looking for financing or a new lending relationship, invitations to networking events, or introductions.

Want on the list? Send an email to ACG DFW with your headshot, company, what you do, and how others can help. Only ACG DFW Members will be added. We also recommend updating your Member Profile.