Armanino’s impactful solutions increase clarity and spark success. We bring deep industry experience and integrated services to help organizations reach peak performance today, providing data-based guidance to optimize operations and finances for tomorrow. No matter what’s next, Armanino has the insight and foresight to help you redefine what’s possible for your organization.
IMA Financial Group is a national insurance and wealth management firm that partners with growth-stage companies and their investors to manage risk, protect enterprise value, and support capital readiness. Working across a broad spectrum of industries, IMA delivers strategic solutions that help businesses scale efficiently and navigate the complexities of investment and expansion.
Lockton, the world’s largest privately held insurance brokerage, empowers growth-focused companies with tailored risk solutions across the investment lifecycle – from diligence to integration. Our Private Equity Practice specializes in transactional liability, risk optimization, and scalable global programs.
MUFG is a top 10 global bank and the largest foreign lender to US technology companies. Our growth and middle-market technology banking team is uniquely positioned to support growth and middle-market companies in the innovation ecosystem with our scale, global reach, and deep expertise across relationship management, underwriting, risk, and capital markets. We provide bespoke solutions to both private and public technology companies.
PNC/Fortis offers an efficient end-to-end solution for all your private M&A needs. With our state-of-the-art PAID payment platform, PNC can expertly manage shareholder payments, transaction expenses and document solicitation needs on even the most complex transactions. Once the deal closes, Fortis Advisors has a team of skilled professionals who will use their extensive post-closing experience to handle the obligations outlined in the transaction in order to deliver the full value expected from a deal. This gives the founders, investors and management team an opportunity to focus on what comes next, rather than managing those obligations themselves.
Workiva (NYSE: WK) is on a mission to power transparent reporting for a better world. We build and deliver the world’s leading cloud platform for assured integrated reporting to meet stakeholder demands for action, transparency, and disclosure of financial and nonfinancial data. Workiva offers the only unified SaaS platform that brings customers’ financial, sustainability, and governance, risk and compliance (GRC) data and reporting together in a controlled, secure, audit-ready platform. Our platform simplifies the most complex reporting and disclosure challenges by streamlining processes, connecting data and teams, and ensuring consistency.