1

Service Network Guide

Table of Contents

Accounting 2-3

Banking and Finance 3-4

Executive Recruitment 4

Human Resources 4-5

Insurance 5-6

Legal 6-8

Public Relations 8-9

Talent Recruitment 9

Tax Services 9

Tenant Representation 10

Training 10-11

Venture Capital /Private Equity 11-12

Wealth Management 12

Workspaces /Incubators 12
 2

ACCCOUNTING

• Audit
Sam Kashy • Tax
Cloud Solutions Practice • Consulting Services (SFDC,
312.375.1696 Intacct, Adaptive Insights, Blackline
sam.kashy@armaninollp.com • CFO Advisory (Technical
armaninollp.com Accounting [606,842, Equity
Lindy Antonelli Management], M&A)
Partner, Consulting • Outsourced Finance, Accounting
630.335.5335 and HR Expertise
lindy.antoneli@armaninollp.com

• Audit & Assurance Services

• Domestic Tax Services – Federal &
State
• Tax Reform Consulting
JoAnna Simek • International Tax Services
CPA, Director • Accounting Outsourcing Services
312.288.4668 • IT Risk Services
jsimek@bkd.com • Forensics & Valuations Services
• Corporate Finance Services
bkd.com • Transaction Services
• Employee Benefit Plan Services
• Wealth Management Services

Dan Le
Partner,
Assurance & Enterprise Risk
Services • Advisory
312.442.2629 • Consulting
dle@deloitte.com • Tax & Audit
deloitte.com
• Mergers & Acquisitions
Todd Louderback
Partner,
Assurance & Enterprise Risk
Services
312.486.2486
tlouderback@deloitte.com

• Audit
Brian Langham • Tax
Partner in Charge, • Business Advisory
Emerging Enterprises & Technology • Wealth Management
Practice Group • Commercial Real Estate
312.980.2990 • Investment Banking
plantemoran.com
brian.langham@plantemoran.com
 3

Teresa Zagar • Audit

Partner • Tax
Teresa.zagar@rsmus.com • Consulting Services

rsmus.com

Michael Krueger • Outsources CFO & Controller

President & CEO • Raise, Deploy & Manage Capital
630-858-8978 • Outsourced HR
mkrueger@thelattegroup.com
• Tax
• Liquidity Events
thelattegroup.com
BANKING & FINANCE

Sean Lightner
Relationship Manager • Commercial Banking
312.461.4690 • Treasurey Management
Sean.lightner@bmo.com • Investment Management
bmoharris.com • Wealth Management
Tristan Delay • Investment Banking
Relationship Manager
312.461.6709
Tristan.delay@bmo.com

Matt Nicklin • Venture Capital

Managing Director • Equity Research
firstanalysis.com mnicklin@firstanalysis.com • Investment Banking
 4

Yong-Jae Kim
Managing Director,
Investment Banking • Merger & Acquisition Advisory
312.595.6549 • Equity & Debt Capital Raising
yjkim@mesirowfinancial.com • Restructuring & Special Situations
Advisory
Shane McDaniel • Fairness & Solvency Opinions
mesirowfinancial.com Managing Director, • Board & Special Committee
Investment Banking Advisory
312.595.6505
smcdaniel@mesirowfinancial.com

Dennis Grunt
Managing Director,
Midwest Technology Team • Capital Strategies & Solutions –
312.704.9536 Venture Debt, Growth Capital and
dgrunt@svb.com Working Capital, Mezzanine
Finance, SVB Capital, Founder
Tom Hertzberg Liquidity
svb.com
Managing Director, • Global Digital Banking Solutions
Life Sciences & Healthcare Banking • Fraud Prevention
303.410.3502
thertzberg@svb.com

EXECUTIVE RECRUITMENT

Sam Kashy
Cloud Solutions Practice • Full Time & Interim/Fractional
312.375.1696 Leadership CFO, Controller &
sam.kashy@armaninollp.com Manager/Staff
armaninollp.com
Lindy Antonelli
Partner, Consulting
630.335.5335
lindy.antoneli@armaninollp.com

• CEOs and their direct reports for

Chris Morgan investor-backed technology
Managing Partner companies
cmorgan@lanternpartners.com • Partners/Managing Directors for
management consulting firms
lanternpartners.com • Information Officers for growth
stage and Fortune 500 companies

HUMAN RESOURCES
 5

Sam Kashy
Cloud Solutions Practice
312.375.1696 • Expertise in California Based
sam.kashy@armaninollp.com Employee Compliance
• Full Outsourcing Across US –
armaninollp.com Lindy Antonelli Payroll, Benefits & HR
Partner, Consulting • Headbook Preparation & Updating
630.335.5335
lindy.antoneli@armaninollp.com

• PEO (Professional Employer

Organization)
Bob Cerone • Including Human Resources,
CEO & Founder Benefits and Payroll services
rcerone@cognoshr.com
cognoshr.com

• Payroll Administration
• HR Technology
Andy Hulett • Tax Administration
Partner • Employee Benefits Administration
empowerhr.com ahulett@empowerhr.com • Employee Care – Onboarding &
Ongoing Employee Support
• HR Management

• Full-Service HR
Ania Jablonowski • Employee Benefits
Business Performance Advisor • HR Software
312.471.2321 • Dedicated Service Team
insperity.com ania.jablonowski@insperity.com • Certified Professional Employer
Organization

INSURANCE

Joe Spallina
Vice President
312.625.5563 • Business Insurance
773.330.3178 • Employee Benefits
jspallina@assuranceagency.com • Financial Services
• Private Insurance
• Surety
assuranceagency.com

Jerry Doorhy • Full Service Property/Casualty &

Partner Employee Benefits Agency
jjdoorhy.com 630.861.7959
jerrydoorhy@jjdoorhy.com
 6

• Provide Large Market Insurance

Solutions to Small & Mid-Size
Companies
• Cyber, Professional Liability, EPLI &
Bonding
• HR Solutions & Risk Management
• Voluntary Benefits & Life Insurance

Tom Finger
Vice President • Loss Control Consultation
312.909.0344 • Contract Requirement review
trf@thinksouthpoint.com • Annual Risk Reviews
thinksouthpoint.com
• Highly Focused Customer Service
Jim Martin
Teams trained to deal with the unique
Vice President
requirements of the IT sector
312.462.3824
jmartin@thinksouthpoint.com • Preferred pricing for ITA Members

LEGAL

• Intellectual Property (copyright,

Trademark, Marketing/Advertising)
• Information Technology &
Ecommerce (Software Licensing)
David M. Adler • Corporation & Business Law
JD, CIPP/US (Contracts, M&A)
866.734.2568 • Entertainment Law (Film, TV, Music,
david@adler-law.com Theater, Literature)
adler-law.com • Privacy & Secruity Law (Compliance)

• Comprehensive Legal Counsel to

Emerging Companies
• Access to Domestic & Foreign
Funding Services
Greg Grossman • Business Growth & Exit Strategy
Corporate Partner Planning
gregory.grossman@dlapiper.com • Intellectual Property & Technology
Development, Exploitation &
Protection
dlapiper.com • Innovative Business Arrangements,
including Corporate Partnerships &
Strategic Alliances

Andrew Goldstein • Litigation

Partner • Corporate Law
312.360.6438 • Complex Commercial Disputes:
agoldstein@freeborn.com Antitrust, Shareholders’ rights,
freeborn.com
 7

Directors’ & Officers’ Liability,

Intellectual Property

• Entity Formation & Ownership

Structure
Craig C. Bradley • Angel & Venture Capital Financings
Principal • Mergers & Acquisitions
312.521.2780 • Operations – Licensing, Terms of
cbradley@muchlaw.com Use, Copyrights
muchlaw.com • Full Service Law Firm – Litigation,
Tax, Employment, Real Estate, Etc.

Michael Gray • Corporate & Securities

Partner • Financial Restructuring & Bankruptcy
312.269.8086 • Intellectual Property & Technology
mgray@ngelaw.com Transactions
nge.com • Securities & Commodities Litigation
Joshua Klein • Taxation
Partner
312.269.8438
jklein@ngelaw.com

• Corporate Law & Business Litigation

• Emerging Companies & Venture
Capital
Chris Veatch • White Collar & Investigations and
Partner Regulatory Compliance
312.324.8410 • Privacy & Security
perkinscoie.com cveatch@perkinscoie.com • Intellectual Property
• Blockchain & Cryptocurrency
• Labor & Employment
• Securities Litigation

• Emerging Technologies: AI &

Gary Gerstman machine-learning; Blockchain; &
Partner Fintech
M&A and Technology • Complex Commercial Litigation & IP
+1 312 853 2060 Litigation
sidley.com ggerstman@sidley.com • Emerging Companies & Venture
Capital
• Labor, Employment & Immigation
• M&A and Corporate
• Privacy & Cybersecurity
 8

• Private Equity
• Real Estate
• Regulatory & Enforcement
• Tax, Employee Benefits & Executive
Compensation
• Technology & IP Transactions

• Noncompetition Agreements & Trade

Daniel Saeedi Secret Disputes
Partner • Software Implementations &
312.840.4308 Licensing
dsaeedi@taftlaw.com • Privacy & Data Security
• Copyrights, Trademarks & Patents
taftlaw.com Jeff Schieber • Intellectual Property Litigation
Partner • Labor & Employment
jschieber@taftlaw.com • Commercial Litigation

• Antitrust/Competition
• Corporate & Finance
Benjamin Kern • Intellectual Property
Partner • Labor, Employment, Employee
bkern@winston.com Benefits & Executive Compensation
• Tax
winston.com
PUBLIC RELATIONS

Tari Haro
Executive Vice President, Integrated • B2B Marketing
Business Marketing • Brand Communications
312.233.1217 • Business Transformation
Tari.haro@edelman.com • Crisis & Reputation Risk
• Employee Experience
Caitlin Falvey • Financial Communications
edelman.com Vice President, Marketing & New • Influencer Marketing
Business
• Media Relations
312.297.6907
Caitlin.falvey@edelman.com

• Public Relations
Will Barthel • Demand Generation
VP of Business Development • Content & Creative
walkersands.com 312.445.9926 • Branding & Strategy
will.barthel@walkersands.com • Web Design & Development
 9

• Advertising
Glenn Eden • Earned Media Analysis and Outreach
Senior Vice President • Spokesperson Training
312.485.2039 • Thought Leadership
geden@webershandwick.com • Video and Integrated Content
Creation
webershandwick.com

TALENT RECRUITMENT

Matt Massucci • Talent Acquisition Solutions

CEO & Founder • Outsourced Recruiting
312.386.1099 • Contingent Search/Staffing
matt@hirewell.com • Executive Search
• Functional Recruiting Expertise
hirewell.com (Tech, Digital/Marketing, Human
Resources/Recruiting and Sales)

Ryan Pollock • Dedicated Recruiting Services (RPO)

Managing Partner • Direct Hire
773.572.6401 • Staffing
rpollock@oprecruiting.com • Priority Search
oprecruiting.com
• Salesforce

TAX SERVICES

Sam Kashy • Income Tax Preparation (Federal &

Cloud Solutions Practice State)
312.375.1696 • Tax Provision Preparation & Annual
sam.kashy@armaninollp.com Tax Projection
• IRS & State Notice Review &
armaninollp.com Lindy Antonelli Response
Partner, Consulting • Sales Tax/NEXUS Threshold
630.335.5335 Analysis (Wayfair & Quill)
lindy.antoneli@armaninollp.com • R&D Tax Credit Study

TENANT REPRESENATION
 10

Steve Joseph • Tenant Representation

CEO/President • Strategic Planning & Implementation
312.602.6901 • Needs Assessment
sjoseph@cbiz.com • Site Selection
• Strategic Analysis & Evaluation
Bill Main • Portfolio Management
Executive Vice President • Lease Administration
312.602.6902
• Transaction Management
wmain@cbiz.com
• Program Management
• Expense Recovery
• Cost Segregation
• Tax Incentive Review & Analysis
cbiz.com

• International Brokerage & Service

Steve LaKind Firm
Executive Director • Occupier Consulting & Tenant
312.229.1022 Representation Brokerage
steven.lakind@cushwake.com • Dedicated Technology Practice
Group
cushmanwakefield.com James Stein • Extensive Experience Representing
Director Established & Early Stage
312.470.3835 Companies
james.stein@cushwake.com

TRAINING

• Alignment of training programs to

organization mission, value, &
strategy
• Early career individual contributor
Kristen Ramos training sessions
President • Emerging leaders & executive
773.306.3036 presence workshops
kramos@elevateperformance.net • Seasoned manager training
elevateperformance.net programs
• Certified EverythingDiSC® and
MBTI® Administrator

• Management Coaching & Training

Allison Peschel Workshops/Webinars
Director of Client Service • Presentation Skills Coaching &
773.360.0959 Training Workshops/Webinars
apeschel@jbtrainingsolutions.com
 11

• Soft Skills Training

Workshops/Webinars: Working
Across Generations, Giving &
Receiving Feedback, Sales/Service,
DiSC, & More
• Compliance Training
Workshops/Webinars: Anti-
Harassment & Unconscious Bias
• Dynamic Keynote Speaking
jbtrainingsolutions.com
• Consulting: Learning & Development
Programs

Karen Wahl • Executive Development & Coaching

Director Client Partnerships • Leadership Development
612.239.8380 • Career Development
kwahl@winningwise.com • Team Development
winningwise.com
• Culture Transformation
• Talent Engagement

VENTURE CAPITAL / PRIVATE EQUITY

• Venture Capital Investments in Early-

Stage Startups
Heidi Craun • Services to Support Portfolio
Director of Platform Company Growth & Success
heidi@hydeparkangels.com • Strategic Entrepreneurial Support
from our 100-Person Membership of
Founders, Executives & Board
hydeparkangels.com Advisors

• Private equity firm investing across

five industries: Business &
Government Software, Financial &
Transaction Services, Health Care,
Matt Norton Telecom, Media & Technology
Managing Director, Co-Head of Services
Business & Government Software • Software team provides growth equity
and Services capital in the form of majority &
mnorton@mdcp.com minority investments in software &
tech-enabled services companies
• Partner with management teams to
mdcp.com help with internal growth initiatives,
acquisitions, balance sheet
restructuring
 12

Ryan Milligan • Private Equity Investors (Equity

Partner Investment, Board-Level Advice,
312.698.6309 Operational Assistance)
ryan@parkergale.com

parkergale.com

• Finds, Funds & Grows Technology

Ventures
• Brought Together more than 500
Fred Hoch Startups with Dozens of Global
Founder & General Partner Corporate Partners
312.804.2183 • Provide Leading Corporations with a
fred@technexus.com Platform to Engage Ventures,
technexus.com Transform Business Models & Drive
Innovation
• Rethinks Growth through
Entrepreneurship, Strategy &
Investments

WEALTH MANAGEMENT

• Financial Planning
Sean Condon • Wealth Management
Certified Financial Planner • Employee Benefits
844.377.4963 • Retirement Plans
windgatewealth.com sean@windgatewealth.com • 401ks

WORK SPACES / INCUBATORS

• Located at the Heart of Chicago Tech

Taylor Kinsella • Home to 70+ Companies Across
Operations & Events Manager 65,000 square feet
815.252.8038 • Venue for Office Space, Co-Working
taylor@technexus.com Space & Event Space

technexus.com