Silver Partners
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Silver Partners

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Companies come to ABS when they are lost in their IT. They’re frustrated, tired of being surprised by unexpected IT costs and constantly disrupted. Our everyday mission is to ensure technology helps our clients rather than getting in the way. ABS, based in Louisville, KY, with over 120 employees, serves 200+ clients across Kentucky and 15 other states. We specialize in Managed IT Services, Cybersecurity, Microsoft Consulting, and Compliance Readiness.

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Advanced Business Solutions
1745 Payne St.
Louisville, KY 40206

Andrew Koon

Director of Business Development
W: 502-896-2557 x 108
C: 270-202-6365

John Clark

Vice President, Sales and Marketing
W: (502) 896-2557 x113
C: (502) 645-8195
Bank of America provides people, companies and institutional investors the financial products and services they need to help achieve their financial goals at every stage of their lives.  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. 

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Bank of America 
101 Bullitt Ln., 2nd Floor
Louisville, KY 40222

Charles P. Harris

Senior Vice President
W: 502-656-7693

Marshall Meier

Senior Vice President, Sr. Relationship Manager
W: (615) 749-3034  
Corporate Finance Associates Worldwide (CFAW) is an independent international investment banking firm serving middle-market businesses. For over 65 years CFAW has been advocating on behalf of business owners who are restructuring a company, either through divestiture, merger, acquisition, or recapitalization. Combining the knowledge and leverage of a larger bank with the customer-focused detail of a boutique firm, from inception to completion, our senior principals provide hands-on expertise to clients buying, selling, or recapitalizing a business.

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Corporate Finance Associates
333 East Main St., Ste. 402
Louisville, KY 40202
Phone:  (502) 354-8249 
https://cfaw.com

Dennis Wells 

Managing Director
W: ‭(502) 354-8249
C: (615) 738-1230

Pat Powell

Managing Director & Principal
W: (859) 963-2400
C: (859) 948-8270
Crowe LLP is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services.

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Crowe 
9600 Brownsboro Rd # 400, Louisville, KY 40241
Phone:  (502) 326-3996

Greg Stump

Office Managing Partner
W: ‭(502) 420-4478‬

Patrick Higgins

Senior Manager
W: (502) 420-4403 
Dean Dorton Allen Ford, PLLC (Dean Dorton) provides an integrated suite of audit, tax, business management, consulting and technology solutions to companies throughout the region, nationally, and internationally. The firm helps clients strategize, adapt, and change in every stage of business, from startup to growth and proper succession planning. Dean Dorton emphasizes smart technology, leading a cloud revolution of financial, operational, and compliance tools that are transforming the way companies do business. For more information, visit deandorton.com

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Dean Dorton
435 N. Whittington Pkwy 
Suite 400
Louisville, KY 40222
Phone:  (502) 566-1005

Lance Mann, CPA, CFE, CGMA

Louisville Market Leader and Assurance Director 
W: (502) 566-1005

Melissa Hicks, CPA

Tax Director
W: (502) 566-1093
Encore Wealth Management Group is a private wealth advisory practice of Ameriprise Financial Services, LLC, that has been helping clients achieve their financial goals for over 33 years. Encore provides
wholistic financial services including wealth preservation strategies, retirement planning, investments, small business planning, insurance, charitable giving, legacy and estate planning strategies. Encore is a
top 60 Ameriprise franchise and is a member of the Ameriprise Chairman Advisory Council. 

Dean Donohue has been honored by Barron’s as a Top 1200 Financial Advisor, a Financial Times Top 400 Advisor and by Forbes as a Best-in-State Wealth Advisor. 

Encore was also the recipient of the 2020-2021 Ameriprise Client Experience Award that is based on three measurable statistics that reflect the value of goal-based advice to clients: client experience rating; percentage of clients over a certain asset level in advice relationships; and, once the practice has exceeded a minimum amount of net flows, the percentage of net flows derived from assets under management.

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Encore Wealth Management Group
9405 Mill Brook Road, Ste. 101
Louisville, KY 40223
Phone:  (502) 412-4050

Jonathan Smith

Private Wealth Advisor
W: (502) 412-4050

Robert Silverthorn III

Business Development Director
W: (502) 412-4050
C: 502-641-9782
Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience® through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more.

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Forvis Mazars LLP
101 South Fifth Street, Suite 3800, Louisville, KY 40202
Phone:  (502) 581-0435
 

Matthew Berrian

Director
W: (502) 581-0435 x32113

Chris Meriwether

Managing Director
W: (502) 581-0435   
Frost Brown Todd, a law firm with more than 500 lawyers across its eight-state footprint, offers a deep, talented roster of legal professionals. Committed to their clients, the firm leverages technical, industry and legal knowledge and hands-on experience to serve a diverse client base, from global multinationals to small, entrepreneurial companies. 

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Frost Brown Todd
400 West Market Street
Suite 3200
Louisville, Kentucky 40202-3363
Phone:  (502) 589-5400

James Giesel

Chair of Business Combinations and Capital Markets Practice Group
W: (502) 568-0307
Houchens Insurance Group (HIG) is the insurance and risk management subsidiary of Houchens Industries, the largest 100% employee owned (ESOP) company in the nation. HIG was originally founded in 1977 and is currently comprised of 10 offices throughout Kentucky, Tennessee, and Indiana. We have a rich history of providing employee benefits, property and casualty, and risk management services to clients throughout the region.

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Houchens Insurance Group
2550 Eastpoint Pkwy Ste 100
Louisville, KY 40223
Phone:  (502) 546-7118

Jamie Johnson

Employee Benefits Advisor
W: (502) 546-7118
C: (502) 778-3415

Mike Marra

Commercial Lines Producer
C: (401) 473-6074
Ingenium brings 50 years of combined talent placement to the table. We’re a privately held company committed to assisting our clients with their professional search and staffing needs. At Ingenium, we believe that “People are Everything.” We strive to connect talent to companies by using our strong team-based culture coupled with a deep understanding of the markets we service.

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Ingenium Talent
9913 Shelbyville Rd
Louisville, KY 40223-2907
Phone:  (502) 369-3454

Jamie Horlander

Partner
W: (502) 369-3454

Michael Bodner

President
W: (502) 369-3454
MCF is a SEC registered investment advisor serving clients through two divisions: The Wealth Management division provides investment management and wealth advisory service to individuals, families and successful privately-owned businesses. Our experienced team members provide the leadership necessary for retirement and financial planning, business and succession planning, risk management, insurance planning, personal trust, tax and estate planning. The Institutional division is dedicated to creating successful retirement plan experiences for both employers and employees. Our process-driven solutions help protect employers from corporate and 
personal financial liability, while increasing investment opportunities, and improving confidence in participant outcomes. MCF offers a proactive, high-touch service experience that shifts the conversation regarding retirement income potential from the participant to the plan sponsor. 

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MCF Advisors LLC
4350 Brownsboro Rd. Ste.110
Louisville, KY 40207

Tim Gavin

Senior Financial Advisor
C: 859.392.1374

Jeff Jennings

Senior Financial Advisor
C: 859.967.0994
As a professional communications consultancy, we reach key audiences with messages that inform and persuade, building the specific call to action required to move the needle.

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Terry McWilliams
9462 Brownsboro Rd.
Suite 174
Louisville, KY 40241

Terry McWilliams

W: (502) 410-2113
For more than 160 years, we have been committed to providing our clients with great service and powerful financial expertise to help them meet their financial goals. We are proud of our longstanding history of supporting not only our customers but also our communities, employees and shareholders.

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PNC Bank
101 South Fifth Street
Louisville, KY  40202
Phone:  (502) 581-4125

Bryan (William) Nusky

Sr. Vice President - Corporate & Institutional Banking
W: (502) 581-4969

Rhodes Bratcher

Commercial Banking Relationship Mgr.
W: (502) 581-6322
C: (502) 550-5829
Prudential Private Capital Logo
For nearly 100 years, Prudential Private Capital has been partnering with a wide range of corporations, sponsors, and institutions to provide valuable insights and customized capital solutions. With regional teams in 15 offices around the world, we manage a portfolio of $98.6 billion for our partners (as of 3.31.23).

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Prudential Private Capital
180 N. Stetson Avenue, Suite 5600
Chicago, IL 60601

David Quackenbush

Senior Vice President
W: (312) 540-4228

Drew Kleinrichert 

Vice President
C: (317) 354-5119 
W: (312) 540-422
Republic Bank provides personal, small business and commercial banking products and services to customers in Kentucky, Indiana, Ohio, Tennessee and Florida. Headquartered in Louisville, Republic Bank has grown to become one of the largest Kentucky-based banks and one of the most stable community banks in the nation.

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Republic Bank
661 S. Hurstbourne Pkwy.
Louisville, KY 40222
Ph: 502-420-1821

David Buchanon

Senior VP/Senior Private Banking Officer
W: (502) 420-1821

Greg DeMuth

Sr. VP, Corporate Banking
W: (502) 298-1755
Founded in 1948, Robert Half is the world's first and largest specialized staffing firm and a recognized leader in professional consulting and staffing services. Robert Half also is the parent company of Protiviti®, a global consulting firm that provides clients with consulting solutions in finance, technology, operations, data, analytics, governance, risk and internal audit.

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Robert Half
9300 Shelbyville Road
Suite 920
Louisville, KY 40222
Phone:  (502) 791-5051

Andrea Higgins

Division Director
W: (502) 412-0586 

Barb Burridge

Vice President
W: (502) 394-0300 
USI Consulting Group (USICG) has been delivering retirement consulting and administration services to organizations and their participants for over 45 years. We offer innovative solutions to mitigate risk, stay compliant and protect plan sponsors and fiduciaries with deep commitment to client satisfaction and delivering superior results.

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USI
9510 Ormsby Station Rd
Louisville, KY 40223
(502) 244-7828

Wes Wickenheiser

Consulting Actuary
W: 

Tom Swain

Principal
W: (615) 665-5319

VRC is a full-service, independent, global valuation firm that focuses exclusively on valuations that offer judgment beyond modeling. Since 1975, VRC has delivered supportable conclusions of value to domestic and international clients of all sizes, types and across all industries. We are a trusted partner to legal, tax and audit professionals.

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Valuation Research Corporation
312 Walnut St. , Ste. 1700
Cincinnati, OH 45202
(513) 579-9100

Larry Van Kirk

Senior Managing Director
W: (513) 579-3511
C: (513) 349-3334 

Jacquelyn Marsac 

Managing Director
W: (513) 579-3518
C: (513) 290-6479
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