Smart Business Dealmakers Conference 2023

We exist to shape decisions for the better—to protect and enrich the lives of people around the world.

What makes Lockton stand apart is also what makes us better: independence. Lockton's private ownership empowers its 9,000 Associates doing business in over 125 countries to focus solely on clients' risk and insurance needs.

Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401K consulting and cash management services to corporations.

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially.

Since 1986, Insperity’s mission has been to help businesses succeed so communities prosper.

At Fifth Third Bank, we are always listening to new ideas so that we can strengthen our commitment to you and the communities we serve. Fifth Third Bank, N.A., Member FDIC.

Cohen & Company offers a full range of accounting, tax and consulting services to clients based in the U.S. and abroad.

At Taft, we work as one team, driven and committed to helping you succeed. Our attorneys listen and understand that innovative, value-creating solutions help our clients reach their goals.

At Citizens Bank, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do.

Dickinson Wright is a growing, full-service firm of experienced, creative, diverse and dedicated legal professionals. Our attorneys are respected by their peers, honored by industry endorsements and recognized through significant appointments to bar associations and the judiciary system. But, the mo

Varnum helps business leaders venture confidently, providing actionable legal counsel that spans the boardroom, the courtroom, and private legal matters.

Palm Tree is the modern M&A advisor. Our model is a hybrid of consulting, investment banking, and accounting, and we integrate with our clients to enable them to prepare for, respond to, and execute strategic events. Palm Tree navigates the time-sensitive, demanding, uncompromising rigors of M&A fro

HRPro believes no one should have to wear multiple hats in order to stay current and compliant with HR. We have helped organizations like yours to simplify HR processes, identify priorities, provide technology solutions and gain valuable time back, so you can focus on your business. Our services inc

Synergy Capital Solutions is a boutique wealth management practice. Our clients consist of affluent individuals and families; business owners and professionals; and non-profits and corporations. Our team utilizes four underlying fundamentals as the foundation to drive success- People, Process, Plann

Waldron Private Wealth is a boutique wealth management firm that advises a select group of individuals, families, and family offices. We limit the number of our engagements so that we are able to offer each client greater focus on how best to simplify the complexities of their significant wealth. Ou

Doeren Mayhew is a leading group of CPAs and trusted advisors who go beyond traditional accounting to help mid-sized companies grow and prosper. Founded in 1932, we are a top 60 firm recognized globally and applauded nationally among INSIDE Public Accounting’s “Best of the Best.” With more than 500

Cendrowski Corporate Advisors (CCA) is a full-service financial consulting and litigation support firm with offices in Chicago, IL and Bloomfield Hills, MI. We specialize in providing highly personal services to clients in the legal, private equity, banking, corporate, and nonprofit industries. Thes