Our Team
Our professionals have broad and deep experience.
We Help Create, Protect and Optimize Enterprise Value.™
Representative Team Experience
| A. T. Kearney | Dun & Bradstreet Software | IBM | Rockport Group |
| AB Electrolux | Eaton | Ingersoll Rand Co. | Ryder Systems |
| Accenture | Ecolab | Intel | Senata Technologies |
| Altran Technologies | Elearis | KPMG | Southern Company |
| Arthur D. Little | Emerson Electric | Levi Strauss & Company | Southwire Company |
| AVG Technologies | First Niagara Financial | Medikon | SpineMedica |
| Avocent (Emerson Electric) | Ford Motor Company | Medivation | Striderite Corporation |
| Blue Coat (Symatec) | Gainey Business Bancorp | MiMedx | Sun Microsystems |
| Brooks Brothers Group | General Electric | Nike | SunGard |
| Cameo Global | GFI Group | Pepsico | Surgi-vision |
| CDW | Global Medical Products | Procter & Gamble | Taylor Comm. |
| Cellular One | GT Equipment Technologies | Prudential Financial | Trimble |
| CheckFree Corporation | Harland Clarke | PwC | Whitney Comm. |
| Cisco | Home Depot | RBC Bank | Willis Stein & Partners |
| Dara BioSciences | HSBC Bank | Reebok International | XPO Logistics |
Our M&A Professionals
Our M&A professionals are former Corporate C-Suite Executives, VPs and Directors. A number of them have also held senior positions with major consulting firms. They have broad and deep experience in M&A for a variety of industries and are subject matter experts in various functional areas including:
- Cybersecurity
- Information Technology
- Integration Management
- Logistics
- Human Resources
- Legal Coordination
- Finance/Strategy
- Project Management
- Manufacturing
- Supply Chain
- Marketing/Sales
- Software
SENIOR MANAGEMENT
SOUTHEAST
SOUTHWEST
MIDWEST
NORTHEAST
WEST
Partnerships
Exit Planning Institute
Formed in 2005 to serve educational and resource needs of financial planners and wealth managers, CPA/accountants, attorneys, commercial lenders, M&A advisors and business brokers, management consultants and other business advisors, the Exit Planning Institute is considered the standard trendsetter in the field of exit planning across the globe. It is the only organization that offers the Certified Exit Planning Advisor Program (CEPA) and qualifies for continuing education credits with twelve major professional associations, making it the most widely accepted and endorsed professional exit planning program in the world.
Family Office Club
The Family Office Club is the largest family office association in the industry, with 90,000+ current members, and the premier family office conference provider. Since 2007, the organization has been helping form family offices, fostering a valuable peer network, hosting the industry’s best events, and serving as an educational resource to members of the family office community. Members of the Family Office Club enjoy quarterly family office conferences, exclusive investor data solutions, and family office training resources.
Branding and Marketing Agency
Founded in 1990, The Monogram Group is a branding agency specializing in repositioning middle market brands for business performance. Whether internal dynamics have changed (e.g., new leadership through a merger or acquisition, new products and services to launch, etc.) or there's a need to reposition your brand to address rapidly changing market conditions, Monogram builds smart, actionable programs that deliver results. Our clients have come from 4 countries, 14 states and 25+ categories, and one brand we built was sold for $12 billion. In addition, we were just rated a Top 20 Chicago agency by expertise.com. Chances are, we can bring that depth of experience and proven performance to bear on your post-merger integration challenges.
Organizational Culture Due Diligence, Assessment and Integration
A global enterprise specializing in aligning culture with infrastructure and strategy. Vector Group has unique and deep expertise in cultural due diligence, assessment and integration and has helped many organizations achieve post-merger success over the past two decades. Vector’s cultural assessment process documents and measures current managerial and staff behavioral patterns and contrasts those to the patterns the organization requires to successfully implement its strategy. We bring perspectives from almost 40 years of practice across numerous industries on a global basis. We have a sterling history in transforming organizations by achieving strategic intent and delivering results. We are leaders in organizational effectiveness.
Currency Advisory and Payment Services
Bannockburn Global Forex, LLC is a boutique capital markets trading firm specializing in currency advisory and payment services. The firm is purely client-oriented and their basic model is to combine expert counsel and pre-trade analytics with low-cost execution. The financial world has fundamentally changed. Volatility is more extreme and with new regulations, financial institutions can no longer transfer risks to their customers or price their services in a non-transparent fashion.
Consulting, Coaching, Software, and Resources for Operations Optimization
The Efficient Practice offers industry-leading consulting, coaching, software and resources that transform and optimize all areas of your firm, practice, non-profit and/or professional business operations, simplifying your life and increasing the productivity, efficiency, and profitability of your firm. We help institutions better interface with their employees, affiliates, recently merged firms, and selling representatives through a thorough evaluative process that studies all aspects of the relationship.