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.
"So far, your firm has been a joy to work with. Very professional and very responsive. We have a unique set of needs as a company that straddles the technology, marketing and manufacturing industries, and because of this we require an accounting partner that understands the intricate tax issues surrounding the automotive ecommerce industry. We were immediately impressed with BDO’s deep experience in the automotive ecommerce industry and pleased to see how easily you handled our ecommerce and internet related state tax issues. Our expectations were exceeded and you guys paid for yourselves this year with the MBT savings. Everyone from you, to Emily to Richard and Aziza have been great. I am also certain the rest of your support staff is excellent. Thanks for a great year." - Ted Vincent, CFO, Forddirect.com
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Platinum Partner: Citizens Bank
Citizens Financial Group, Inc. is one of the nation’s oldest and largest financial institutions, with $226.7 billion in assets as of June 30, 2022. 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 1,200 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.
Clarfeld has been ranked as one of the “Top 100 RIA Firms” by Barron’s, a “Top RIA” by Financial Advisors Magazine, and Clarfeld founder and Executive Chairman, Rob Clarfeld, was individually recognized by Forbes’ “America’s Top Wealth Advisors”. *(Please Note: Important Disclosure)
Non-Investment Management Services are provided by Clarfeld Citizens Private Wealth, a division of Citizens Bank, N.A. Investment Management Services are provided by Clarfeld Financial Advisors, LLC, an SEC registered investment adviser and an affiliate of Citizens Bank, N.A.
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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.
"We just renewed our eight-year partnership with Huntington Bank. It truly is a partnership – they look out for us by offering advice, sharing insights and responding to our needs – all of which makes us a better organization. That’s why we continue to choose them to provide all our financing needs including machinery and equipment financing, a revolver, credit cards, 401k management, and private banking. Thank you, Jason and all of our Huntington team.” - Susan M. Ayres, CFO, Papertech; FEI Detroit Officer and Member
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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: JPMorgan Chase
JPMorgan Chase has been doing business in Detroit for more than 85 years and we’re committed to helping rebuild a stronger, more resilient economy that benefits more Detroiters. We are investing $200 million in Detroit by the end of 2022. We’re working with partners to address some of the city’s biggest economic challenges, from catalyzing development and boosting small business growth to revitalizing neighborhoods and equipping Detroiters with the skills they need for in-demand jobs. Our work in Detroit – and the unprecedented collaboration among local government, business and nonprofit leaders in the city – serve as a model for JPMorgan Chase’s work in other areas of the country.
About JPMorgan Chase Commercial Banking
JPMorgan Chase Commercial Banking is a business of JPMorgan Chase & Co. (NYSE: JPM), a leading global financial services firm with assets of $3.4 trillion and operations worldwide. Through its Middle Market Banking & Specialized Industries, Corporate Client Banking & Specialized Industries and Commercial Real Estate businesses, Commercial Banking serves emerging startups to midsize businesses and large corporations 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 credit and financing, treasury and payment services, international banking 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.
“We’ve loved working with Plante Moran for the past 4 years. They have been trusted advisors in the growth of our business. They’ve helped us for audit, created significant tax savings, and are advisors we lean on when we talk about future growth, whether organically or when inquiring about acquisitions. We’re very fortunate to have Plante on our side.” - Brandon Gritinni, CFO, RP; Former FEI Detroit Officer and Member
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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.
“In December of 2018 we had purchased a Surgical center in Warren Michigan, we quickly learned that we needed a Corporate Controller with health care background and a Director of Human Resources. Robert Half provided us 2 very experienced consultants who have put structure, process, organizational change, an updated ERM system that now provides the financials we need to be successful. They have established a solid succession plan and organizational structure as they complete their duties with Robert Half and our surgical center. We could never have gotten to the level of success without Robert Half and their top-notch consultants.” - Atiq Nakrawala, CEO
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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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Kathy Kasperek
Senior Vice President, Relationship Manager
[email protected]
(248)723-3104
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
With more than 20,000 employees and more than 1,200 banking centers in 10 states, we are proud of our heritage to work hard to improve the lives of our customers, communities and employees. We’re working hard to make banking a Fifth Third better®.
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Sean Hetzman
Vice President - Commerical Relationship Manager
[email protected]
(248)221-8360
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
Catherine Kosin
Executive Vice President, Managing Director of Property & Casualty
[email protected]
248-433-7602
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
Susan Gibson
Director of Client Services & Business Development
[email protected]
(248) 458-7919
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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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: Honigman
Honigman is an Am Law 200 full-service, general business law firm with more than 350 attorneys in Chicago, throughout Michigan (Ann Arbor, Bloomfield Hills, Detroit, Grand Rapids, Kalamazoo and Lansing), Washington, D.C. and its newest office in Israel (through its wholly owned subsidiary, Honigman Law Israel). Honigman lawyers counsel clients on complex issues in more than 60 areas of law.
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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 9,000 colleagues and 160 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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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: 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 LLP’s Michigan practice is the fifth largest accounting firm with over 400 employees to serve you. UHY offers a wide range of audit and tax services, plus a variety of specialty groups including cybersecurity, corporate finance, professional search and placement, business valuation, software solutions, and much more. UHY combines depth of resources with breadth of services to offer clients the Next Level of Service using a one team, holistic approach.
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Silver Partner: Vaco
Vaco Detroit is a global talent solutions firm providing direct hire, contract staffing, executive search and managed services. We focus on humanizing corporate matchmaking, helping the Motor City’s best and brightest talent thrive in corporate environments, whether it's in accounting and finance, HR and Operations or Technology and Digital.
There's nothing overly complex about what we do. It's how we do it. To put it plainly, we care. We remember the small things to help build a bigger picture, what a company needs and what skills a person has. And then we match the two. It’s that simple and it’s that hard.
Vaco’s full range of talent solutions includes strategy and execution. We work with organizations to pinpoint key challenges and areas of opportunity and then we go to work. We source, screen, verify, schedule, coach and network until the right person or the right group of people are assembled to do high-impact work and execute business imperatives, projects and initiatives. When the who and the what matter, there’s Vaco.
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Silver Partner: Warner Norcross + Judd LLP
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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Silver Partner: WTW
At WTW, we provide data-driven, insight-led solutions in the areas of people, risk and capital that make your organization more resilient, motivate your workforce, and maximize performance. We work shoulder to shoulder with you, bringing diverse points of view and a deep commitment to your success. By challenging one another, we achieve breakthroughs because only the best ideas survive. The result? Innovative solutions that meet your needs—informed by the global view and the local understanding of our colleagues around the world.
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Ryan Ballantyne
Managing Director - Client Management Leader
[email protected]
734.552.2386
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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