Affiliations & Resources

Through our affiliations, we stay engaged with the networks and insights that help drive client success.

Net Promoter Score

Delivering world-class client service

Experience Matters

Our Network, Your Advantage

Strategic relationships are just one of the many solutions we bring to our clients to grow their businesses. We choose our relationships carefully because we feel our connections will help us deliver the most effective solutions to our clients.

Affiliations

Connected to the organizations shaping business, finance, and growth across our region and beyond.

The Association for Corporate Growth (ACG) is a global association for professionals involved in corporate growth, corporate development, and mergers and acquisitions.

AM&AA - The Alliance of Mergers & Acquisitions Advisors supports middle-market M&A professionals through education, certifications, and networking opportunities that drive deal success.

AIM - Associated Industries of Massachusetts is a statewide employer association providing advocacy and business resources.

American Bankers Association - The American Bankers Association represents the U.S. banking industry with advocacy, education, and resources.

Boston Bar Association - The Boston Bar Association supports the legal community through education, networking, and public service.

CEO Roundtable - CEO Roundtable brings CEOs, presidents and company owners together for an invigorating exchange of information, ideas and insights

Connecticut Commercial Bankers Association - The Connecticut Commercial Bankers Association supports commercial banking professionals through education, advocacy, and networking.

Envision Technology Advisors is one of New England’s most comprehensive technology companies with services that range from virtualization, centralized storage, security and network consulting to Web design, development, hosting and online traffic generation.

The Greater Boston Chamber is a broad-based association representing more than 1,500 businesses of all sizes from virtually every industry and profession in our region.

LEA Global - Resources of multibillion dollar global professional services organizations, providing additional industry expertise, professional training and education, and peer-to-peer networking opportunities nationally and globally, around the corner and around the world.

Greater Providence Chamber of Commerce strives to improve Rhode Island’s local economy, business climate and quality of life.

The Rhode Island Hospitality Association is the official trade group of the foodservice, lodging, restaurant, and tourism industries.

TMA Boston - The Turnaround Management Association Boston Chapter connects professionals in restructuring, turnaround management, and distressed investing.

TMA Rhode Island - The Turnaround Management Association Rhode Island Chapter brings together professionals focused on corporate renewal and restructuring.

Vistage International provides unparalleled access to new business perspectives, innovative strategies and actionable ideas to chief executives and business leaders.

XPX - Exit Planning Exchange is a global network of advisors helping business owners plan and execute successful exits.