BMO CAPITAL MARKETS
BMO Capital Markets is a leading, full-service North American-based financial services provider, with approximately 2,400 professionals in 30 locations around the world, including 16 offices in North America, offering corporate, institutional and government clients access to a complete range of investment and corporate banking products and services. BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$532.1 billion total assets and over 45,000 employees as at January 31, 2017.
BNY Mellon has been managing wealth since America began creating it, providing an unparalleled level of service to private clients, family offices, institutions and endowments alike. We’d like to do the same for you.
BNY Mellon Wealth Management clients represent some of the most successful individuals, families and institutions around the world. They often come to us for our results and reputation. But it’s our ability to deliver our capabilities consistently and individually that has brought us the success that matters most—a circle of loyal and highly satisfied clients whose strong relationships stretch across market cycles and generations.
Whether you’re happy with your current wealth manager, or considering a search for a new one, get to know why BNY Mellon Wealth Management has a 95% client satisfaction rate.
For 200 years Chase has been helping businesses meet their financial goals, while also actively supporting the growth and vitality of the communities we serve. We have built long term relationships by understanding our clients’ diverse needs, offering local expertise and providing global resources. In Washington, and across the country, Chase clients have come to appreciate the peace of mind that comes from knowing their banking partner is well capitalized, has a balanced portfolio and can provide all the resources necessary to support their business’s current and future growth.
With more than 900 lawyers in 19 offices across the United States and Asia, Perkins Coie represents great companies across a wide range of industries and stages of growth. The firm is consistently recognized by Chambers and other industry publications as a leading law firm for investors and entrepreneurs.
Stoel Rives is a leading U.S. corporate and litigation law firm. One of the largest national firms focused on energy, natural resources, environmental and climate change, Stoel Rives also serves the agribusiness, food and beverage, health care, life sciences and technology industries. With more than 350 attorneys operating out of 10 offices in seven states and the District of Columbia, Stoel Rives is a leader in regulatory and compliance matters, business, labor and employment law, intellectual property, land use, real estate development and construction law. For more information, follow us @stoelrives or visit www.stoel.com.
Blue Point Capital Partners
Blue Point Capital Partners is an established private equity firm with a 24-year track record of partnering with companies in the lower middle market where it can bring about accelerated growth and transformative change. Blue Point invests in manufacturing, distribution and service businesses generating $20 million to $200 million in revenue.
CliftonLarsonAllen is a professional services firm delivering integrated wealth advisory, outsourcing, and public accounting capabilities to help clients succeed professionally and personally. Our industry-specialized people offer solutions that support clients locally, nationally, and globally. CLAconnect.com Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
Davis Wright Treamine LLP
Davis Wright Tremaine LLP is a national, full-service, business and litigation law firm with approximately 500 lawyers in nine offices in the United States and in Shanghai. Our lawyers have deep expertise in business transactions, intellectual property, real estate, litigation and employment, and our communications, media, financial services, health care, energy, technology, and hospitality industry teams are nationally recognized.
Freestone is an independent fee-only wealth advisor and asset management firm for high net worth individuals and families. Based in Seattle, Washington, we have additional offices in Oregon and California. We believe our combination of personalized wealth management and access to a broad range of investment strategies provides the most comprehensive solution for our clients.
Karr Tuttle Campbell
Established in 1904, the Law Firm of Karr Tuttle Campbell provides a full range of legal services to clients in the Pacific Northwest and beyond. We hold fast to our traditions of integrity and excellence, while embracing the changes in technology that help us to improve our service, efficiency, and value. We strive to have close professional relationships with our clients, working collaboratively to solve each unique issue. In our second century, Karr Tuttle Campbell reaffirms our commitments to green practices, community involvement, diversity, and innovative ideas that meet the challenges presented by an ever-changing global marketplace.
Moss Adams LLP
Moss Adams LLP is a national leader in assurance, tax, consulting, risk management, transaction, and wealth services and focuses on serving middle-market enterprises in many different industries. We offer additional services such as investment banking and asset management by drawing on our two affiliate companies, Moss Adams Capital LLC and Moss Adams Wealth Advisors LLC.
PitchBook is a Seattle-based financial information and tech provider. Their core offering is the PitchBook Platform, an award-winning technology solution that makes it easy to track and analyze global M&A, private equity and venture capital transactions, along with the limited partners, funds, companies and advisors involved.
Wells Fargo Capital Finance offers traditional asset-based lending, specialized junior and senior secured financing, factoring, and financing for domestic and international trade to companies throughout the U.S., Canada and the U.K. Our specialty industry groups develop financing tailored to retailers, software and technology companies, commercial finance companies, staffing companies, government contractors and transportation companies.
RSM US LLP is the leading provider of audit, tax and consulting services focused on the middle market, with more than 11,000 people in 90 offices nationwide. RSM 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. RSM 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 43,000 people in over 120 countries.