Platinum Partner: BDO USA, P.C.
BDO combines senior-level attention with an array of value-added assurance, tax, and advisory services – in Detroit and across the globe.
BDO’s Detroit practice helps clients handle their fast changing business needs. The firm serves clients through more than 60 offices and over 500 independent alliance firm locations nationwide. As an independent Member Firm of BDO International Limited, BDO serves multi-national clients through a global network of 1,408 offices in 162 countries. BDO has more than 100 years of experience delivering assurance, tax, and advisory services to publicly traded and privately held companies throughout the United States. BDO is poised to address your immediate service needs and is ready to leverage our capabilities to support you for the long term — where you need us, when you need us. Our Detroit leaders are on the ground ready to serve you.
"BDO has been instrumental in supporting Detroit Manufacturing Systems (DMS) with back-office automation, RPA, process improvements, and data analysis. Their expertise and dedication have significantly enhanced our operational efficiency and streamlined our workflows, leading to measurable improvements in productivity and data-driven decision-making. Additionally, BDO’s Consulting and Advisory group is a trusted resource to DMS’ management when complex matters require a clear understanding, guidance, and an actionable path. We highly value their partnership and look forward to continued collaboration." - Natalia Zaryckyj, CFO, DMS & Scott Cieslak, EVP Sales, Purchasing & Strategy, DMS
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Platinum Partner: Citizens Bank
Citizens Financial Group, Inc. is one of the nation’s oldest and largest financial institutions, with $219.9 billion in assets as of June 30, 2024. Headquartered in Providence, Rhode Island, Citizens offers a broad range of retail and commercial banking products and services to individuals, small businesses, middle-market companies, large corporations and institutions. Citizens helps its customers reach their potential by listening to them and by understanding their needs in order to offer tailored advice, ideas and solutions. In Consumer Banking, Citizens provides an integrated experience that includes mobile and online banking, a full-service customer contact center and the convenience of approximately 3,300 ATMs and more than 1,000 branches in 14 states and the District of Columbia. Consumer Banking products and services include a full range of banking, lending, savings, wealth management and small business offerings. In Commercial Banking, Citizens offers a broad complement of financial products and solutions, including lending and leasing, deposit and treasury management services, foreign exchange, interest rate and commodity risk management solutions, as well as loan syndication, corporate finance, merger and acquisition, and debt and equity capital markets capabilities.
More information is available at www.citizensbank.com or visit us on Twitter, LinkedIn or Facebook.
Citizens Private Wealth provides a fully integrated approach to investment management, tax planning and preparation, estate and trust planning, asset protection and more. Citizens Private Wealth has $19.8 Billion in assets under management and advisement with 170 colleagues in 22 offices.
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Michael A. Follbaum
Relationship Manager - Commercial Banking
[email protected]
248-226-7915
Daniel Grijalva
Clarfeld - Senior Managing Director, Private Wealth Advisor
[email protected]
914-846-0100
Platinum Partner: Huntington National Bank
Huntington Bancshares Incorporated is a regional bank holding company headquartered in Columbus, Ohio, with $114 billion of assets and a network of 839 full‐service branches, including 12 Private Client Group offices, and 1,434 ATMs across seven Midwestern states. Founded in 1866, The Huntington National Bank and its affiliates provide consumer, small business, commercial, treasury management, wealth management, brokerage, trust, and insurance services. Huntington also provides vehicle finance, equipment finance, national settlement, and capital market services that extend beyond its core states.
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Platinum Partner: Hylant
Since the founding of our family-owned business over 80 years ago, Hylant made a promise to make you our top priority. To deliver on that promise, we remind ourselves daily to be here when you need us, to come to you with things that matter to you, and to go above and beyond to protect you and the things you care about most. We’re more than an insurance brokerage firm. And you’re more than a client, employee and neighbor. You’re family. And that’s just the way we treat you.
“We couldn’t have found a more qualified, competent, trustworthy or cost-competitive partner than Hylant. Their team of professionals never disappoints in their delivery of service, making it easier to me to focus on my job of managing our business. Their thoroughness and ability to ask the right questions help keep my mind at ease.” - Michael R. Clover, Treasurer & CFO, Lacks Enterprises, Inc.
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Platinum Partner: JP Morgan Chase
Detroit is more than a place where we do business. Our 1,700 employees in more than 100 branches work hard every day to support the needs and goals of our more than 1.3 million customers. We work with local community, government and business leaders across the region to increase economic opportunity for more people. Through strategic business, research, policy and philanthropic efforts, we support skills training and job creation, neighborhood revitalization, small business growth and expand access to affordable housing and financial health resources for residents. Since 2014, we’ve invested more than $200 million to help accelerate Detroit’s economic recovery.
ABOUT JPMORGANCHASE COMMERCIAL BANKING
JPMorgan Chase Commercial Banking is a business of JPMorgan Chase & Co. (NYSE: JPM), a leading global financial services firm with assets of $4.1 trillion and operations worldwide. Through its Middle Market Banking & Specialized Industries and Commercial Real Estate businesses, Commercial Banking serves emerging startups to mid-corp businesses as well as government entities, not-for-profit organizations, and commercial real estate investors, developers and owners. Clients are supported through every stage of growth with specialized industry expertise and tailored financial solutions including digital banking and payments solutions, credit and financing, international banking, advisory services and more. Information about JPMorgan Chase Commercial Banking is available at www.jpmorganchase.com/commercial.
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Platinum Partner: Plante & Moran
As one of the nation’s largest certified public accounting and business advisory firms, Plante Moran provides clients with audit, tax, business consulting, and wealth management services. Whether you have a single, specific need or require comprehensive services on a worldwide scale, we have the knowledge, experience, and resources to meet your goals.
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Platinum Partner: Robert Half
Robert Half Management Resources specializes in providing businesses with skilled senior-level accounting, finance or business systems professionals on a project or interim basis. We do so by combining cutting-edge recruiting technology and matching algorithms with best-in-class customer service and seven decades of staffing experience.
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Kathy Spearing
Regional Director -Managed Business Solutions
[email protected]
312-952-8113
Platinum Partner: Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets, proudly serves one in three U.S. households and more than 10% of small businesses in the U.S., and is a leading middle market banking provider in the U.S. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 47 on Fortune’s 2023 rankings of America’s largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health, and a low-carbon economy.
News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories.
Additional information may be found at www.wellsfargo.com | Twitter: @WellsFargo
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Gold Partner: Comerica Bank
Comerica Incorporated is a financial services company headquartered in Dallas, Texas, strategically aligned into three major business segments: the Business Bank, the Retail Bank, and Wealth Management.
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Gold Partner: Fifth Third Bank
Fifth Third is a bank that’s as long on innovation as it is on history. Since 1858, we’ve been helping individuals, families, businesses and communities grow through smart financial services that improve lives. Our list of firsts is extensive, and it’s one that continues to expand as we explore the intersection of tech-driven innovation, dedicated people and focused community impact. With a commitment to taking care of our customers, employees, communities and shareholders, our goal is not only to be the nation’s highest performing regional bank, but to be the bank people most value and trust.
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Sean Hetzman
Vice President - Commerical Relationship Manager
[email protected]
(248)221-8360
Tom Randall
SVP, Commercial Relationship Manager - Middle Market
[email protected]
(734)214-7910
Gold Partner: Jefferson Wells
Jefferson Wells, part of the ManpowerGroup family of companies, is a professional services firm delivering solutions in Finance & Accounting, Internal Audit, Risk & Compliance, and Tax. We provide project consulting, integrated resourcing, and executive search.
- Our people leverage their extensive industry & technical experience to deliver practical and actionable solutions
- Our tailored solutions and flexible delivery model, ranging from standalone projects and integrated teams through to full outsource, results in business acceleration for our clients
- Our experience & independent solutions combined with practical and proven methodologies drives a lower relative cost of delivery
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Gold Partner: Oswald Companies
WE SEE RISK SO YOU SEE OPPORTUNITY
Employee-owned, Oswald Companies and RCM&D make up Unison Risk Advisors, one of the nation’s 30 largest insurance brokerage firms and among the top five largest independently owned agencies. We provide risk management services, commercial property and casualty insurance, employee benefits and health insurance, personal and life insurance, and retirement plan services to corporate and individual clients across a diverse set of industries. As partners and leaders of Assurex Global, a worldwide alliance of independent firms serving clients cooperatively and at the regional level, we are positioned for expansive growth and global impact.
Employee ownership differentiates us and motivates us to care as much about our communities and coworkers as we care about our clients. We build our teams across generations of experience, with diverse backgrounds and specialized skills, to put the best minds at the table to work for you and see your risks from all angles. Oswald Companies delivers a client experience beyond the traditional broker or consultant approach to partner with and advise the people and organizations we serve.
Since 1893, we’ve been positioning organizations for a bright future, one where they’re protected and prepared to face whatever comes next.
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Joe Curtis
Vice President, Director of Group Benefits, Michigan
[email protected]
248-433-7938
Gold Partner: Rehmann
For more than 80 years, Rehmann has provided forward-thinking solutions to our clients. We are obsessed with client success, making it our duty to anticipate our clients’ daily and future needs, while providing them with proactive solutions to meet their goals. Our trustworthy advice, answers and guidance take the stress out of every challenge and change. We’re there when you need us. That’s The Rehmann Experience.
To deliver our clients peace of mind, Rehmann deploys a progressive service model that provides client satisfaction and confidence. We offer our clients access to associates from all service lines who are committed to working collaboratively as an everyday business partner to cultivate more ideas, more service and more experience.
Rehmann has grown to become one of the largest financial services and advisory firms, with nearly 900 associates in Michigan, Ohio and Florida. We provide a broad suite of services ranging from accounting and assurance, comprehensive technology, accounting and human resource solutions, specialized consulting and wealth management. As an independent member of HLB a global network of advisory and accounting firms, we can help our clients do business around the globe.
“We’ve relied on Rehmann’s experience for so many things – audits, tax returns and advice, consulting, and more. They want us to succeed, you can tell." -- Amy Shanks, Wolverine Fire Protection
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Sharon Berman
Principal, Finance and Accounting Solutions
[email protected]
(248)579-1111
Daniel Clark
Principal, Governmental and Not-for-Profit Service
[email protected]
313-202-7384
Gold Partner: RGP
RGP is a global consulting firm focused on project execution services that power our clients’ operational needs and change initiatives, utilizing on-demand, expert and diverse talent. Our highly experienced professionals’ partner with clients on mission-critical projects, typically precipitated by business transformation, strategic transactions or regulatory change. Our engagements are designed to leverage human connection and collaboration to deliver practical solutions and impactful results for our clients, consultants, and partners.
Headquartered in Irvine, California, RGP is proud to serve 88% of the Fortune 100. Visit RGP.com to learn more.
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Gold Partner: RSM
RSM’s purpose is to deliver the power of being understood to our clients, colleagues and communities through world-class audit, tax and consulting services focused on middle market businesses. The clients we serve are the engine of global commerce and economic growth, and we are focused on developing leading professionals and services to meet their evolving needs in today’s ever-changing business environment.
RSM US LLP is the U.S. member of RSM International, a global network of independent audit, tax and consulting firms with more than 43,000 people in more than 120 countries. For more information, visit rsmus.com, like us on Facebook, follow us on Twitter and/or connect with us on LinkedIn.
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Gold Partner: Specialized Recruiting Group
Specialized Recruiting Group is focused on finding high-performing talent through Professional and Executive Search. We recruit and maintain a pipeline of highly skilled accounting and finance professionals in a variety of areas for interim/project assignments, contract-to-hire assignments, and permanent (direct hire) placement. Our team is uniquely equipped to help companies find the talent their businesses need to succeed, and help talented professionals take the next step in their careers. Our core values of integrity, teamwork, accountability and growth, customer service, and community involvement lead our team with every candidate and client interaction we have. We are proud to have been serving the Metro Detroit business community and throughout the entire US with a full offering of recruiting, training, and human resource services for over 14 years. Since we opened our doors, we have focused on not only helping companies find top talent, but also helping them select, develop, and retain high-performing talent.
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Gold Partner: UKG
One platform. A whole lot of smiles. Transform your business through a happier, more connected workforce with our HR, payroll, and workforce management solutions. Get the data you want and need, translated so you can make strategic decisions quickly and move on with your initiatives.
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Silver Partner: Baker Tilly, LLP
We are Baker Tilly. A leading advisory, tax and assurance firm dedicated to building long-lasting relationships and helping you win now and anticipate tomorrow. We have only one agenda: Yours.
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Silver Partner: CAPTRUST
CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations and wealth planning services to executives, business owners, and families. As an independent, majority employee-owned organization, we focus on providing holistic and unbiased fiduciary advice to our clients. CAPTRUST has more than 85 office locations across the United States. Over the past 38 years, the firm has grown to include more than 1,500 employees. CAPTRUST oversees more than $194 billion in assets under management and more than $773 billion in assets under advisement.(data as of 03/31/2024).
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Silver Partner: Doeren Mayhew
Doeren Mayhew is a nationally recognized CPA and advisory firm serving mid-sized, privately held businesses and non-profit organizations, alike. In a complex financial world beset by business and regulatory challenges, you need more than a CPA. You need guidance, direction and strategy from a partner who not only understands this strange terrain, but has the passion to venture off the beaten path. Proudly contrarian, Doeren Mayhew is not afraid to say it: We love what we do. It inspires us to go further and think deeper for the benefit of our clients.
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Alex DeRoche
Principal, Doeren Mayhew Assurance | Doeren Mayhew Advisors, LLC
[email protected]
248.244.3402
Silver Partner: Howard & Howard Attorneys
Howard & Howard is a full-service law firm with a national and international practice that provides legal services to businesses and business owners. The firm has over 160 attorneys, serving clients from offices in Royal Oak, Michigan; Illinois (Chicago and Peoria); Las Vegas, Nevada; and Los Angeles, California. Our business is business. As a dedicated, results-oriented law firm, we offer attorneys skilled at solving the many legal challenges that confront the modern enterprise. We focus on providing value and core legal services to our clients that are crucial to modern business success.
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Michael Zukewich
Director of Business Development and Marketing
[email protected]
248.723.0438
Silver Partner: Marsh McLennan Agency
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 11,000 colleagues and 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan.
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Travis Sinclair
Vice President, Employee Health & Benefits
[email protected]
(248)824-0629
Silver Partner: Riveron
Riveron is a business advisory firm specializing in accounting, finance, technology, and operations. We partner with our clients and their stakeholders to elevate performance and expand possibilities across the transaction and business lifecycle.
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Silver Partner: Sentinel Group
At Sentinel Group, we engineer solutions that make your benefits easy and ensure you always get a “Sentinel-worthy” client experience.
You want a partner who promotes financial wellness, encourages retirement readiness and empowers individuals to succeed in a way that is easy for your people, your business and you.
We’re able to deliver everything you need – all in one place – and provide a holistic consultative strategy to your benefits package! Our expert benefit consultants help simplify the benefits process for employers, and our financial planners put it all into perspective for individuals.
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Silver Partner: Stout
Stout is a global investment bank and advisory firm specializing in corporate finance, transaction advisory, valuation, financial disputes, claims, and investigations. We serve a range of clients, from public corporations to privately held companies in numerous industries. Our clients and their advisors rely on our premier expertise, deep industry knowledge, and unparalleled responsiveness on complex matters.
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Silver Partner: UHY Advisors MI INC.
UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges.
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Silver Partner: Vaco
Vaco is a global professional services organization that is part of a consulting, managed services, and talent solutions platform called Highspring. Highspring is the successful result of years of building an integrated professional services organization with an agile and differentiated client delivery experience in mind. Companies engage us for their strategic staffing, management consulting, business process outsourcing and application support needs.
At Vaco Detroit, we focus on humanizing corporate matchmaking, helping the Motor City’s best and brightest talent thrive in corporate environments, whether it's in Finance and Accounting, Technology and Digital, or HR and Operations.
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Silver Partner: Warner Norcross + Judd
By providing discerning and proactive legal advice, Warner Norcross + Judd LLP builds a better partnership with their clients. An AmLaw 200 firm, they’re one of Michigan’s largest law firms focused on providing the best legal solutions and exceptional client service to organizations throughout the world. With more than 230 attorneys working in 13 industry groups and 18 specialized practice areas, Warner meets the legal needs of clients across a diverse gamut of industries.
“Warner Norcross + Judd brings a wealth of knowledge across the law spectrum and has expert knowledge in numerous categories. They are the leader in the state of Michigan for financial institutions and for good reason. Usually they can draw from five or six team members who have intimate legal knowledge in critical areas. They were very efficient and accomplished everything we needed at a reasonable cost. With Warner, you know you are going to receive the highest quality of service, attention to detail as well as customer attention, and a team that understands that each member has a strength that should be utilized for the customer’s benefit. There’s no egos. There is a reason they are the market leader.” Client, Chambers Unpublished.
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Titanium Partner: Purple Squirrel Advisors
Purple Squirrel Advisors recognizes that finding a good “fit” goes beyond writing a job description or screening resumes. Chemistry and culture are everything. We provide a consultative approach customized to meet the needs of each client. Our expansive and loyal network of industry connections results in candidate referrals not found through traditional sources. Every step of our “white glove” recruiting process is designed to create a positive client and candidate experience. We impact businesses every day with our product – exceptionally matched talent.
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