Platinum Sponsor Spotlight

Bank of America Merrill Lynch

Bank of America Merrill Lynch is one of the largest commercial banking groups in the U.S. and is committed to helping businesses capitalize on opportunities locally and worldwide. Deeply experienced client managers focus on connecting priorities and business challenges to solutions and experience. Offering a powerful platform and proven leadership, Bank of America Merrill Lynch’s local teams provide access to a full range of financial solutions from credit, treasury, capital markets and retirement services, to wealth management products provided through Merrill Lynch and U.S. Trust.

For additional information regarding Bank of America Merrill Lynch, please contact David Rofsky at or 949.287.0417.


Bridge Bank

Bridge Bank was founded in the highly competitive climate of Silicon Valley in 2001, and continues to provide a full suite of professional banking services. From the very beginning, our goal has been to offer small-market and middle-market businesses from across many industries a better way to bank.

For additional information regarding Bridge Bank, visit our website at


CSuite Financial Partners

CSuite Financial Partners is a rapidly growing national executive services firm providing financial management leadership to companies in every industry, regardless of size, throughout the United States. Clients call on us to bring them through the most critical difficulties facing the CFO. In order to respond to those needs, we've built a team of partners and professionals who are CPAs and MBAs each averaging more than 25 years of experience. Each brings a diverse background gained from working with private equity owned, privately held, and public companies. We work closely with our clients to craft the custom solutions needed to tackle the unique challenges they face. These solutions are deployed through one or more of our three areas of practice: Interim, Project, and Search.

For more information on our services or how we may be able to assist you, please contact Arthur Cohen.

Founder and National Managing Partner (310) 989-4321


Moss Adams

Moss Adams is a fully integrated professional services firm dedicated to assisting clients with growing, managing, and protecting prosperity.

With more than 2,900 professionals and staff across more than 25 locations in the West and beyond, we work with many of the world’s most innovative companies and leaders. Our strength in the middle market enables us to advise clients at all intervals of development—from start-up, to rapid growth and expansion, to transition.

The Orange County office is home to professionals who specialize in a variety of areas. Many concentrate on assurance services, including SEC/corporate finance services. Others focus on tax services, including international tax, and cost segregation services. The office specializes in a variety of industries, including apparel, construction and real estate, dealer services, retail, health care, technology, aerospace and life sciences, and manufacturing and distribution.

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Hardesty, LLC is a national executive services firm that provides on-demand financial management executives to a wide range of companies. Our CFOs, controllers and other financial management professionals have deep operational expertise across all industries. Whether interim, permanent or project basis, our team provides top line talent and bottom line results.

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Morgan Lewis

Morgan Lewis' network of more than 2,200 legal professionals, including lawyers, patent agents, employee benefits advisers, regulatory scientists, and other specialists, provides a dynamic range of services working around the clock and around the world to respond to the needs of their clients. From their 30 offices in United States, Asia, Europe, and the Middle East, they work with clients ranging from established, global Fortune 100 companies to enterprising startups.

The Corporate and Business Transactions Practice at Morgan Lewis deploys a force of more than 400 lawyers in offices throughout the world - including two dozen transactional lawyers in Orange County and Southern California - who focus on mergers and acquisitions (including joint ventures, spin-offs and strategic alliances), private equity, securities (including public and private equity and debt offerings), emerging business and technology, real estate matters, and corporate governance. Morgan Lewis is one of the leading M&A and private equity law firms in the U.S. and was named a Top 10 M&A Transactions Law Firm by Thomas Reuters, Mergermarket, Bloomberg and Buyouts.

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RSM US LLP meets the needs of private equity firms and their portfolio companies with audit, tax and consulting solutions that are designed to maximize value throughout the fund life cycle. Private equity firms investing in the middle market turn to us because of our deep expertise serving midsized companies and an industry specialization that aligns with many firms' portfolios.

RSM US LLP is the leading provider of audit, tax and consulting services focused on the middle market, with more than 8,000 people in 80 offices nationwide. It is a licensed CPA firm and the U.S. member of RSM International, a global network of independent audit, tax and consulting firms with more than 37,000 people in over 110 countries. RSM uses its deep understanding of the needs and aspirations of clients to help them succeed. For more information, visit, like us on Facebook at RSM US LLP, follow us on Twitter @RSMUSLLP and/or connect with us on LinkedIn.

For more information on our private equity services, please contact our Western Region Private Equity Leader, Lloyd Miller, at or 949-255-6584.


Singer Lewak

Serving the western United States since 1959, and a Top 100 Firm, SingerLewak has earned a reputation for professional excellence and expertise in accounting, tax and management consulting disciplines, with deep expertise working with privately owned enterprises, multi-generational family owned businesses and investor backed companies.   We work hand in hand with our private sector and investor backed portfolio clients, to deliver full service value through the lifecycle of establishment, growth, and exits. 

To find out more about our accounting, audit, tax advisory and valuation practice, visit us at or contact our PE Group practice leader, Rob Schlener at: or our Privately Owned Business practice leader, David Krajanowski at: or directly at 949-261-8600

To learn more, contact committee members Laurel Mannor Diane Wittenberg.



Stradling is one of the west coast's leading business law firms with more than 130 attorneys practicing in 10 offices across California, Colorado, Nevada and Washington.  Stradling's clients include emerging and high growth public and private companies as well as private equity, hedge funds and venture capital groups.  Widely recognized for its expertise, responsiveness and outstanding client service, the Firm's size, structure, and culture allow it to provide the highest quality representation while maintaining the responsiveness and relationships commonly associated with smaller firms.

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Troutman Sanders

Troutman Sanders has more than 650 attorneys in 16 offices spanning the United States and China, including an expanding practice on the West Coast with close to 100 attorneys and four offices:  Orange County, San Diego, San Francisco and Portland. The firm helps clients across sectors realize their business goals, including transacting for growth, resolving mission-threatening disputes and navigating complex legal and regulatory challenges.  In Orange County, the firm represents privately and publicly held companies in emerging and middle markets, and clients in sectors, including financial institutions, investment banking, real estate, finance, manufacturing, insurance, technology, pharmaceuticals, food and beverage, energy and retail.

Troutman Sanders has cultivated its reputation for a higher commitment to client care for over 120 years.  For additional information regarding Troutman Sanders, please contact Larry Cerutti at or 949.622.2710 or visit us at