Citrin Cooperman is one of the nation’s largest professional services firms. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC, which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA’s Code of Professional Conduct and applicable law, regulations, and professional standards. Clients are in all business sectors and leverage a complete menu of service offerings. The entities include more than 400 partners and over 2400 employees across the U.S. For more information, please visit citrincooperman.com, and be sure to follow us on LinkedIn, Twitter, Facebook, Instagram, and YouTube.
Locust Point Capital is a credit focused alternative asset manager that invests exclusively in the U.S. Seniors Housing sector. We provide custom financing solutions to companies seeking flexible, non-dilutive capital by filling the financing gap left by banks and traditional credit providers. We invest opportunistically in the U.S. seniors housing industry which has historically offered attractive uncorrelated returns. What makes Locust Point stand apart from other lenders is our experienced team of investment professionals, our extensive market knowledge, and the numerous long-term relationships that Locust Point’s management team has cultivated over more than two decades. Our investment philosophy is anchored by a set of core investment principals which include: a commitment to excellence in investing; an alignment of interest with our investors, our portfolio companies, and our team; a collaborative and cooperative culture; and a disciplined, opportunistic approach to investing. These principals, coupled with a culture that is built on providing transparency, flexibility, and reliability, guide our decisions and enhance our ability to achieve our goal of generating consistent cycle-tested returns.
With more than $55 billion of capital under management and administration, Antares is a private debt credit manager and a leading provider of financing and investment solutions for middle-market private equity-backed borrowers and investors. Since its founding in 1996, Antares has built one of the industry’s largest and longest-tenured portfolios of middle market companies, and has been recognized by industry organizations as a leading provider of middle market private debt. Through its Asset Management & Funding team, Antares offers investors the opportunity to invest in CLOs, funds and separately managed accounts.
Harlan Capital Partners LLC (“HCP”) is an alternative investment firm focused on opportunistic credit and asset-based investments. HCP is based in Palm Beach, FL and was founded in 2010 by Josh Harlan, previously a media banker at Allen & Company, and his father, Leonard Harlan, co-founder of buyout firm Castle Harlan. HCP has raised over $400 million to date and invests in niche and emerging asset classes and companies across a range of sectors including media & technology, real assets and specialty finance. We invest across the capital structure, including credit, asset-based, and growth equity investments, with the goal of low correlation to mainstream markets.
Prospect Capital Management L.P. (“Prospect”), founded in 1988, is a $8.8 billion private debt and private equity manager. Prospect has a 35-year history managing private assets for investors with an emphasis on preserving capital and providing attractive current income and total returns. Prospect’s investment strategies include real estate private equity, middle-market private equity, middle-market lending and structured credit. Prospect targets sole, lead and anchor investments and has a track record of success across multiple economic cycles. Prospect has had the same management team for 23 years. Prospect employs over 100 total professionals and is an SEC-registered investment adviser with an institutional-quality and Sarbanes-Oxley process compliant infrastructure.
Ocorian is a global leader in corporate and fiduciary services, fund administration and capital markets. With offices worldwide and customised, scalable solutions, our global network is designed to deliver exactly what our clients need, exactly how and where they need it We are where our clients need us to be. Our global network is designed to put us exactly where our clients need us to maximise the potential of their business and/or investments. This international reach, supported by a broad range of specialised services, allows us to meet the individual needs of all types and size of client, on a local, regional and international level. And we work the way they want to work. Our approach is personal, professional and flexible. We take the time to understand our clients’ ambitions and collaboratively deliver a high-end customised and scalable solution that suits them, whatever the stage of their company or investment life cycle.
Apera provides private capital solutions to mid-market companies in the DACH, the UK, the Nordics, France and Benelux. Apera was established in September 2016 and is part of the fi-Group, a pan-European investment platform dedicated to providing private debt and equity solutions to SMEs. The Apera team has over 100 years’ experience in the private debt markets and has cumulatively invested more than €3.5 billion in over 150 transactions across Europe. We have access to private industrial networks which allows us to better understand the specific needs and opportunities of mid-market companies. Through our extensive investment origination relationships with private equity sponsors and advisors, Apera provides tailored solutions to growing mid-market companies.
Parallaxes Capital Management is the premier investment firm focused exclusively on monetizing Tax Receivable Agreements (“TRAs”). Parallaxes offers private equity sponsors, co-investors and management team members solutions to achieve liquidity, diversification and optionality from their TRAs. Parallaxes was founded in 2017 and is comprised of experienced investment professionals from leading private equity and growth equity firms.
Rithm Capital (NYSE: RITM) is an alternative asset manager based in New York City. The company focuses on investing in the financial services and real estate sectors and has grown to ~$32 billion in gross assets since its inception in 2013. Rithm was built in the public markets as an opportunistic capital vehicle structured as a REIT within the ecosystem of its former external manager. Rithm internalized management from Fortress Investment Group in June 2022.
What was once solely a holder of MSRs, Rithm has grown to approximately $7 billion in equity, distributed over $4.4 billion in cumulative dividends, and now manages multiple operating companies and a diverse investment portfolio. Over the years, Rithm has evolved into a leading manager of assets and investments across the real estate and financial services space.
Rithm’s success is driven by its strategic approach, focused on a diverse, complementary, and adaptable portfolio of investments that includes its operating companies, investment portfolio, and recently launched private capital business. Since its inception, Rithm has built out its asset manufacturing capabilities with the addition of companies like Newrez, Caliber Home Loans, and Genesis Capital and has developed the right strategies to capture the value of each investment.
Rithm’s highly differentiated model benefits from decades of investment expertise, strong performance history, proprietary sourcing & origination opportunities, significant market insights, and leading asset servicing capabilities. Rithm is headquartered in NYC and has an office in London.
Kayne Anderson Capital Advisors, L.P., founded in 1984, is a leading alternative investment management firm with four primary strategies: real estate, credit, infrastructure/energy/ renewables, and growth capital. Its growth capital strategy, Kayne Partners, is a leading provider of equity and debt capital solutions and connections to lower middle market, privately held, high growth, enterprise software and tech-enabled service businesses in North America. The team has developed a durable and repeatable investment strategy and process for applying its stage expertise through sourcing and investing in companies at an early inflection point, adding value and scaling through organic growth and M&A, and exiting these must-have assets to strategics & financial sponsors. Kayne Partners seeks to partner with driven entrepreneurs and provide capital to high growth companies at a transformative point in their life cycle in the following industries: media & telecommunications, supply chain & logistics, financial technology, healthcare IT, security, compliance & infrastructure, and business process outsourcing & automation.
Founded in 1998, Charlesbank Capital Partners is an established private investment firm with more than $15 billion of cumulative capital raised since inception. The team has a long history of working together, a deep specialization in the middle market and experience investing over multiple business cycles. Known for its consistent, disciplined approach, Charlesbank invests primarily in North America through its flagship private equity, opportunistic credit and technology opportunities strategies, which leverage Charlesbank’s brand and collective insights, resources and networks. Charlesbank is guided by its mission to deliver superior risk-adjusted returns through a best-in-class team and culture and by its core values of Team, Impact, Excellence and Respect. The firm has more than 140 staff members and offices in Boston and New York.
Sprott Inc., with $22B AUM as of 9/30/2022, is one of the largest investment managers in the metals and mining sector. Founded in 1981, the firm manages a number of liquid and private strategies related to precious metals and energy transition materials. On the private side, Sprott has made over 100 distinct investments (mostly realized). The firm manages specific ESG related products and actively finances the production of key energy transition materials.
For 25 years, Resource Capital Funds (“RCF”) has been dedicated to delivering capital, growth, and innovation to the mining sector to support demand for the foundational materials required to enhance the lives of everyone. RCF is a pioneer in mining-focused alternative investment where it partners with companies to build strong, successful, innovative, and sustainable businesses that strive to produce superior returns for all stakeholders. RCF offers distinct investment strategies aimed at providing capital throughout the development and capital structure risk/return spectrum. Mining is an essential global industry for the world today and the world of the future. Everything society needs is either grown or mined. With paradigm shifts in demand driven by decarbonization, emerging middle-income growth, and other global factors, RCF has the investment experience, technical & ESG knowledge, commercial expertise, and global networks necessary to invest throughout commodity cycles.
Founded in 2005, Arrow Global is a leading European Local Private Credit alternative investment manager. Arrow operates 18 specialist platforms with ~2,500 employees across five prioritised markets (UK, Ireland, Italy, Portugal and the Netherlands), which provide propriety deal flow and execution capabilities. It has invested over €7bn of capital over the last 16 years including co-invest, across and broad range of credit investment opportunities and manages more than €70bn of third-party servicing AUM using multiple key European regulatory licences. Its highly experienced management team has collectively overseen more than 3,000 deals with a strong return profile. Its asset backed strategy provides a margin of safety and inflation hedge.
With access to $3 billion of capital and the ability to lend across the capital structure, Brinley Partners invests in secured credit, unsecured credit and preferred equity across various industries. Brinley focuses on market-leading businesses with defensible positions and resilient free cash flow.
Brinley’s experienced investment team leverages its relationships with top-tier private equity and direct lending partners to source attractive investment opportunities. The firm’s long-term hold profile, nimble approach and ability to scale exposure alongside our portfolio companies create a strong value proposition for the companies in which we invest and their private equity partners.
Brinley Partners was founded by Kerry Dolan, who has over 20 years of investment and leveraged finance experience. Prior to founding the firm, Kerry was a Managing Director on the Credit Investments team at the Public Sector Pension Investment Board (“PSP Investments”). That team established the credit business at PSP Investments. Kerry held various leadership positions and focused on risk, underwriting, originations and portfolio management. Before joining PSP, Kerry worked in Leveraged Finance and Coverage at Goldman Sachs, Barclays Capital, and Bank of America, managing all phases of financings from origination to execution, documentation and closing.
As a woman-founded and run firm, Brinley is committed to building an inclusive workplace that welcomes people of all backgrounds. Brinley Partners values diversity and does not discriminate based on race, color, religion, gender, gender expression, age, national origin, disability, marital status, sexual orientation, or military status.
Indus Valley Partners (IVP) is a global provider of front, middle and back-office technology solutions, consulting and “digital-first” managed services to over 160 of the most prestigious fund managers on the buy side. Hedge funds, private equity firms and other traditional and alternative asset managers rely on IVP’s expertise as a thinking partner and best-of-breed platforms to digitally transform and future-proof operations – reducing their costs, improving control and increasing productivity across their enterprise. Founded in 2000, IVP remains at the forefront of moving FinanceForwardTM with approximately $3.6 trillion of global AUM managed using its technology and $1.5 trillion AUM reported through its regulatory reporting solution. IVP is headquartered in New York with additional offices located in Salt Lake City, London, Mumbai and Noida.
FIRSTavenue is a leading independent global placement agent and fundraising advisory firm specialising in private credit, real assets, private equity and associated capital solutions. With over 50 professionals servicing both fund managers and investors from offices in London, New York, Hamburg and Hong Kong. In addition, FIRSTavenue offers a Capital Solutions Group that focuses specifically on emerging private credit and private infrastructure secondaries markets. The dedicated group builds on FIRSTavenue’s deep experience in private credit and private infrastructure by focusing specifically on the secondaries markets within these asset classes.
Deerpath was founded in 2007 by a team of experienced principals to pursue senior debt investments in equity sponsor owned lower middle market companies within the U.S. Deerpath makes first lien, senior secured cash flow-based loans to companies between $50mm and $150mm of enterprise value that have an established operating history, experienced management team, diversified customer base and proven profitability. With regional investment offices located throughout the U.S., Deerpath has comprehensive origination and execution capabilities throughout the country.
Deerpath's safety-first investment style prioritizes preservation of capital over yield in any economic climate. This strategy is based on a carefully coordinated set of key features that work together to provide safety for our investments when unexpected problems arise.
Since inception, Deerpath has completed over 800 investments, deploying over $8.1 billion of invested capital with a superior track record of avoiding credit losses while producing stable and consistent yields.
Egan-Jones Ratings started providing ratings in 1995 for the purpose of issuing timely, accurate ratings. The firm rapidly gained credibility by flagging the failures of Enron and WorldCom, and has since established itself as a leading global provider of credit ratings. Egan-Jones is a Nationally Recognized Statistical Ratings Organization (NRSRO) and is recognized by the National Association of Insurance Commissioners (NAIC) as a Credit Rating Provider. Egan-Jones is also certified by the European Securities and Markets Authority (ESMA). Studies by the Federal Reserve and prestigious academic institutions confirm that over time, ratings from the largest NRSROs tend to converge toward the Egan-Jones Rating
ACG is the largest and most influential committee steered member-based network for the Global Middle Market Private Capital community. The network focuses on promoting best practice, knowledge and intelligence for capital providers, industry executives and those that service them whilst providing a platform for concierge networking, deal making and fund raising.
Preqin is the leading source of information for the alternative assets industry, providing data and analysis via online databases, publications and complimentary research reports. Preqin is an independent business with over 350 staff based in New York, London, Singapore, San Francisco, Hong Kong, Guangzhou and Manila, serving over 60,000 customers in over 90 countries. Preqin has the most comprehensive and extensive information available on the private equity and venture capital, hedge fund, real estate, infrastructure, private debt and natural resources industries, encompassing funds and fundraising, performance, fund managers, institutional investors, deals and fund terms. Leading alternative assets professionals from around the world rely on Preqin’s services daily, and its data and statistics are regularly quoted by the financial press.