KeyCorp’s roots trace back nearly 200 years to Albany, New York. Headquartered in Cleveland, Ohio, Key is one of the nation’s largest bank-based financial services companies, with assets of approximately $188 billion at December 31, 2023.  Key provides deposit, lending, cash management, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of approximately 1,000 branches and approximately 1,200 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name.

Bank of America is one of the world’s leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving approximately 67 million consumer and small business clients with approximately 3,900 retail financial centers, approximately 16,000 ATM and award-winning digital banking with approximately 56 million verified digital users. 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. Bank of America offers industry-leading support to approximately 3 million small business households through a suite of innovative, easy-to-use online products and services. The company serves clients through operations across the United States, its territories and approximately 35 countries. Bank of America Corporation stock (NYSE: BAC) is listed on the New York Stock Exchange.

As one of the oldest law firms in the United States, Robinson+Cole prides itself on being a modern law firm with a long history of adapting to change, understanding our clients and their needs, as well as embracing emerging opportunities. Our 250+ attorneys serve regional, national, and international clients from offices throughout the Northeast, Mid-Atlantic, Florida, and California, including in major metropolitan areas such as Boston, New York City, Washington DC, Philadelphia, Miami and Los Angeles.

Robinson+Cole’s manufacturing lawyers represent manufacturers and distributors both nationally and internationally. Our clients range from Fortune 50 companies to privately held and/or family-owned companies that sell both business-to-business (B2B) and business-to-consumer (B2C) products and services. We understand that many manufacturers operate within complex supply chains. For that reason, we have experience dealing with situations in which our clients have all, some, or no leverage in business dealings. We also have significant experience within sub-industries of manufacturing, including aerospace, medical device, chemicals, building materials, industrial manufacturers, food and beverage (including nutritional supplements), and technology. Our goal is to provide our clients with new capabilities through experience and innovation.

Financial Network Limited, a Prime Capital Investment Advisors Company, was founded to provide personalized investment strategies for individuals and families and distinctive employee benefit programs for employers. Today, the firm embodies the same mission and commitment: to provide comprehensive and innovative client solutions with the highest levels of professionalism and integrity. The Prime Capital Investment Advisors network currently has 62 locations throughout the United States, with investment advisor representatives serving clients across the nation.

JPMorgan Chase & Co. (NYSE: JPM) is a leading financial services firm based in the United States of America (“U.S.”), with operations worldwide. JPMorgan Chase had $3.7 trillion in assets and $292 billion in stockholders’ equity as of December 31, 2022. The Firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing and asset management. Under the J.P. Morgan and Chase brands, the Firm serves millions of customers in the U.S., and many of the world’s most prominent corporate, institutional and government clients globally.

M&T Bank Corporation is a financial holding company headquartered in Buffalo, New York. M&T’s affiliates offer advice, guidance, expertise, and solutions across the entire financial spectrum, combining M&T Bank’s traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust. M&T Bank has a network of over 700 branches and 1,800 ATMs that span 12 states from Maine to Virginia and Washington, D.C.

In Connecticut, M&T operates more than 120 branches and employs nearly 2,000 people. As a preferred lender of the Small Business Administration, the bank ranked number one in SBA lending approving 126 7(a) loans worth about $18.1 million in Fiscal Year 2023.

For more than 165 years, M&T has strived to take an active role in our communities and build long-lasting relationships with our customers. We are a bank for communities—combining the capabilities of a large bank with the care of a locally focused institution. Our purpose is to make a difference in people’s lives and uplift the communities we serve.

For more than 170 years, we have been committed to providing our clients with great service and powerful financial expertise to help them meet their financial goals. We have more than 42,000 Corporate & Institutional Banking clients with $396+ billion in average loan commitments,1 and are expanding our geographic footprint with a presence in 30 of the largest U.S. markets and in select regions around the globe.

To empower mid-market companies to achieve their goals, Prophix provides an integrated, cloud-based platform to the Office of Finance; one that delivers planning, budgeting, reporting, forecasting and consolidation solutions. With Prophix, finance leaders improve profitability, minimize risk, and put the focus back on what matters most – uncovering business opportunities. Prophix supports the future with AI innovations that adapt to meet the strategic realities of more than 2,800 active customers, globally, who rely on Prophix to deliver tangible business outcomes and transform the way they work.

Touchstone Advisors is a Mergers and Acquisitions firm dedicated to bringing investment bank services to the lower middle market, creating value for companies in multiple industries and providing expertise in the transfer of ownership of privately held companies. 

Our team is highly qualified and experienced, possessing extensive market knowledge serving both domestic and international companies. At Touchstone, we distinguish ourselves through our unwavering commitment to meeting our clients’ needs. We provide unbiased advice and expertise to customize an approach to each individual client based on their company needs. Touchstone Advisors has assisted our clients in achieving their strategic and financial goals for over 20 years.

Webster is a leading commercial bank in the Northeast that provides a wide range of digital and traditional financial solutions across three differentiated lines of business: Commercial Banking, Consumer Banking and its HSA Bank division, one of the country’s largest providers of employee benefits solutions. Headquartered in Stamford, CT, Webster is a values-driven organization with $75 billion in assets. Its core footprint spans the northeastern U.S. from New York to Massachusetts, with certain businesses operating in extended geographies.

Founded in 1993, Woodbridge International is an M&A firm headquartered in New Haven, Connecticut. The firm provides sell-side M&A advisory focused on lower middle-market companies. Woodbridge advises entrepreneurially privately owned companies with revenue from $5M-150M. The company closed 32 deals in 2022 and generated $619M of liquidity for our clients.