Silver Partners
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Silver Partners
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Companies come to ABS when they are lost in their IT. They’re frustrated, tired of being surprised by unexpected IT costs and constantly disrupted. Our everyday mission is to ensure technology helps our clients rather than getting in the way. ABS, based in Louisville, KY, with over 120 employees, serves 200+ clients across Kentucky and 15 other states. We specialize in Managed IT Services, Cybersecurity, Microsoft Consulting, and Compliance Readiness.
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Advanced Business Solutions1745 Payne St.Louisville, KY 40206
Andrew Koon
Director of Business Development
W: 502-896-2557 x 108
C: 270-202-6365
John Clark
Vice President, Sales and Marketing
W: (502) 896-2557 x113
C: (502) 645-8195
Bank of America provides people, companies and institutional investors the financial products and services they need to help achieve their financial goals at every stage of their lives. Bank of America is a global leader in wealth management, corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world.
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Bank of America 101 Bullitt Ln., 2nd FloorLouisville, KY 40222
Charles P. Harris
Senior Vice President
W: 502-656-7693
Marshall Meier
Senior Vice President, Sr. Relationship Manager
W: (615) 749-3034
Corporate Finance Associates Worldwide (CFAW) is an independent international investment banking firm serving middle-market businesses. For over 65 years CFAW has been advocating on behalf of business owners who are restructuring a company, either through divestiture, merger, acquisition, or recapitalization. Combining the knowledge and leverage of a larger bank with the customer-focused detail of a boutique firm, from inception to completion, our senior principals provide hands-on expertise to clients buying, selling, or recapitalizing a business.
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Corporate Finance Associates333 East Main St., Ste. 402Louisville, KY 40202
Phone: (502) 354-8249 https://cfaw.com
Dennis Wells
Dennis Wells
Managing Director
W: â€(502) 354-8249
C: (615) 738-1230
Pat Powell
Managing Director & Principal
W: (859) 963-2400
C: (859) 948-8270
Crowe LLP is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services.
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Crowe 9600 Brownsboro Rd # 400, Louisville, KY 40241
Phone: (502) 326-3996
Greg Stump
Greg Stump
Office Managing Partner
W: â€(502) 420-4478‬
Patrick Higgins
Senior Manager
W: (502) 420-4403
Dean Dorton Allen Ford, PLLC (Dean Dorton) provides an integrated suite of audit, tax, business management, consulting and technology solutions to companies throughout the region, nationally, and internationally. The firm helps clients strategize, adapt, and change in every stage of business, from startup to growth and proper succession planning. Dean Dorton emphasizes smart technology, leading a cloud revolution of financial, operational, and compliance tools that are transforming the way companies do business. For more information, visit deandorton.com
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Dean Dorton435 N. Whittington Pkwy Suite 400Louisville, KY 40222Phone: (502) 566-1005
Lance Mann, CPA, CFE, CGMA
Louisville Market Leader and Assurance DirectorW: (502) 566-1005
Melissa Hicks, CPA
Tax Director
W: (502) 566-1093
EY is a global leader in assurance, tax, transaction and advisory services. The insights and quality services we deliver help build trust and confidence in the capital markets and in economies the world over. We develop outstanding leaders who team to deliver on our promises to all of our stakeholders. In so doing, we play a critical role in building a better working world for our people, for our clients and for our communities.
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Ernst & Young400 West Market StSuite 1200Louisville, KY 40202Phone: (502) 585-1400
Greg Pope
Managing Partner
W: (502) 585-6477
Greg Pope
Managing Partner
W: (502) 585-6477
Encore Wealth Management Group is a private wealth advisory practice of Ameriprise Financial Services, LLC, that has been helping clients achieve their financial goals for over 33 years. Encore provides
wholistic financial services including wealth preservation strategies, retirement planning, investments, small business planning, insurance, charitable giving, legacy and estate planning strategies. Encore is a
top 60 Ameriprise franchise and is a member of the Ameriprise Chairman Advisory Council.
Dean Donohue has been honored by Barron’s as a Top 1200 Financial Advisor, a Financial Times Top 400 Advisor and by Forbes as a Best-in-State Wealth Advisor.
Encore was also the recipient of the 2020-2021 Ameriprise Client Experience Award that is based on three measurable statistics that reflect the value of goal-based advice to clients: client experience rating; percentage of clients over a certain asset level in advice relationships; and, once the practice has exceeded a minimum amount of net flows, the percentage of net flows derived from assets under management.
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Encore Wealth Management Group9405 Mill Brook Road, Ste. 101Louisville, KY 40223Phone: (502) 412-4050
Jonathan Smith
Private Wealth Advisor
W: (502) 412-4050
Robert Silverthorn III
Business Development Director
W: (502) 412-4050
C: 502-641-9782
FORVIS was created by the merger of equals between BKD and DHG. We now have the scale and scope of a dynamic, top 10 professional services firm—but we’ll continue our legacy of Unmatched Client Experiences with remarkable care, expertise, and drive. Our clients benefit from a single organization with the enhanced capabilities of an expanded national platform, deepened industry mastery, greater resources, and innovative advisory services. Our aim is to help you succeed today while preparing you to forge ahead into a clear future.
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FORVIS101 South Fifth Street, Suite 3800, Louisville, KY 40202Phone: (502) 581-0435forvis.com
Matthew Berrian
Director
W: (502) 581-0435 x32113
Chris Meriwether
Managing Director
W: (502) 581-0435
Frost Brown Todd, a law firm with more than 500 lawyers across its eight-state footprint, offers a deep, talented roster of legal professionals. Committed to their clients, the firm leverages technical, industry and legal knowledge and hands-on experience to serve a diverse client base, from global multinationals to small, entrepreneurial companies.
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Frost Brown Todd400 West Market StreetSuite 3200Louisville, Kentucky 40202-3363Phone: (502) 589-5400
James Giesel
Chair of Business Combinations and Capital Markets Practice Group
W: (502) 568-0307
Houchens Insurance Group (HIG) is the insurance and risk management subsidiary of Houchens Industries, the largest 100% employee owned (ESOP) company in the nation. HIG was originally founded in 1977 and is currently comprised of 10 offices throughout Kentucky, Tennessee, and Indiana. We have a rich history of providing employee benefits, property and casualty, and risk management services to clients throughout the region.
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Houchens Insurance Group2550 Eastpoint Pkwy Ste 100Louisville, KY 40223
Phone: (502) 546-7118
Jamie Johnson
Employee Benefits Advisor
W: (502) 546-7118
C: (502) 778-3415
Mike Marra
Commercial Lines Producer
C: (401) 473-6074
Ingenium brings 50 years of combined talent placement to the table. We’re a privately held company committed to assisting our clients with their professional search and staffing needs. At Ingenium, we believe that “People are Everything.” We strive to connect talent to companies by using our strong team-based culture coupled with a deep understanding of the markets we service.
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Ingenium Talent9913 Shelbyville RdLouisville, KY 40223-2907Phone: (502) 369-3454
Jamie Horlander
Partner
W: (502) 369-3454
Michael Bodner
President
W: (502) 369-3454
With offices in more than 130 countries, Marsh is the world’s leading insurance broker and risk advisor. We provide industry-focused brokerage, consulting, and claims advocacy services, leveraging data, technology, and analytics to help reduce our clients’ total cost of risk.
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Marsh400 W. Market St., Suite 600, Louisville, KY 40202
Lance Stemler
Vice President, Sales Executive
C:502-409-1136
Lance Stemler
Vice President, Sales Executive
C: 502-409-1136
MCF is a SEC registered investment advisor serving clients through two divisions: The Wealth Management division provides investment management and wealth advisory service to individuals, families and successful privately-owned businesses. Our experienced team members provide the leadership necessary for retirement and financial planning, business and succession planning, risk management, insurance planning, personal trust, tax and estate planning. The Institutional division is dedicated to creating successful retirement plan experiences for both employers and employees. Our process-driven solutions help protect employers from corporate and
personal financial liability, while increasing investment opportunities, and improving confidence in participant outcomes. MCF offers a proactive, high-touch service experience that shifts the conversation regarding retirement income potential from the participant to the plan sponsor.
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MCF Advisors LLC4350 Brownsboro Rd. Ste.110Louisville, KY 40207Web: MCFAdvisors.com
Tim Gavin
Senior Financial Advisor
C: 859.392.1374
Jeff Jennings
Senior Financial Advisor
C: 859.967.0994
Mozaic reaches key financial, shareholder and customer audiences through a number of innovative channels to meet their specific information needs. As a professional communication firm, Mozaic evaluates your existing outreach and outlines necessary changes to provide the clear call to action you need.
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Mozaic Investor Relations, Inc.9462 Brownsboro Rd.Suite 174Louisville, KY 40241Phone: (502) 410-2113
Terry McWilliams
President
W: (502) 410-2113
For more than 160 years, we have been committed to providing our clients with great service and powerful financial expertise to help them meet their financial goals. We are proud of our longstanding history of supporting not only our customers but also our communities, employees and shareholders.
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PNC Bank101 South Fifth StreetLouisville, KY 40202Phone: (502) 581-4125
Bryan (William) Nusky
Sr. Vice President - Corporate & Institutional Banking
W: (502) 581-4969
Rhodes Bratcher
Commercial Banking Relationship Mgr.
W: (502) 581-6322
C: (502) 550-5829
For nearly 100 years, Prudential Private Capital has been partnering with a wide range of corporations, sponsors, and institutions to provide valuable insights and customized capital solutions. With regional teams in 15 offices around the world, we manage a portfolio of $98.6 billion for our partners (as of 3.31.23).
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Prudential Private Capital180 N. Stetson Avenue, Suite 5600Chicago, IL 60601
David Quackenbush
Senior Vice President
W: (312) 540-4228
Drew Kleinrichert
Vice President
C: (317) 354-5119
W: (312) 540-422
Republic Bank provides personal, small business and commercial banking products and services to customers in Kentucky, Indiana, Ohio, Tennessee and Florida. Headquartered in Louisville, Republic Bank has grown to become one of the largest Kentucky-based banks and one of the most stable community banks in the nation.
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Republic Bank661 S. Hurstbourne Pkwy.Louisville, KY 40222Ph: 502-420-1821
David Buchanon
Senior VP/Senior Private Banking Officer
W: (502) 420-1821
Greg DeMuth
Sr. VP, Corporate Banking
W: (502) 298-1755
Founded in 1948, Robert Half is the world's first and largest specialized staffing firm and a recognized leader in professional consulting and staffing services. Robert Half also is the parent company of Protiviti®, a global consulting firm that provides clients with consulting solutions in finance, technology, operations, data, analytics, governance, risk and internal audit.
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Robert Half9300 Shelbyville RoadSuite 920Louisville, KY 40222Phone: (502) 791-5051
Andrea Higgins
Division Director
W: (502) 412-0586
Barb Burridge
Vice President
W: (502) 394-0300
USI Consulting Group (USICG) has been delivering retirement consulting and administration services to organizations and their participants for over 45 years. We offer innovative solutions to mitigate risk, stay compliant and protect plan sponsors and fiduciaries with deep commitment to client satisfaction and delivering superior results.
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USI9510 Ormsby Station RdLouisville, KY 40223(502) 244-7828
Wes Wickenheiser
Consulting Actuary
W:
Tom Swain
Principal
W: (615) 665-5319
VRC is a full-service, independent, global valuation firm that focuses exclusively on valuations that offer judgment beyond modeling. Since 1975, VRC has delivered supportable conclusions of value to domestic and international clients of all sizes, types and across all industries. We are a trusted partner to legal, tax and audit professionals.
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Valuation Research Corporation312 Walnut St. , Ste. 1700Cincinnati, OH 45202(513) 579-9100
Larry Van Kirk
Senior Managing Director
W: (513) 579-3511
C: (513) 349-3334
Jacquelyn Marsac
Managing Director
W: (513) 579-3518
C: (513) 290-6479
Advancing the success of senior finance professionals, their organizations and the profession
