Join the Roundtable
Member Benefits:
Business owners & operators can join for free by providing basic information about their business and ways we can provide content and value to them. Members receive an invitation to participate in regular in-person receptions and online guest speaker roundtables.
Members receive help finding talent, raising capital, and sourcing acquisitions and investment opportunities. They will benefit from private wealth, commercial banking, insurance, tax and other counsel from our advisory partners.
Members receive a Monthly Private Business Trends Report highlighting trends from peers on customer patterns, sales, expenses, M&A, capital raising and other industry trends. We ask that members complete a 3-minute survey about their business and trends once a month.
Finally, members receive an annual Charlotte and North Carolina Private Business Report of mid-size businesses by industry and sub-industries with data on employee counts, sales and contact information.
Our Partners
We are grateful for our Founding Partners. If interested, email us.
CAPTRUST Private Wealth - a registered investment advisor that assists business owners and executives with both their personal and business-related investment and financial planning needs. Their seven-person team, located in Southpark, has more than 150 collective years of experience. For private business owners, CAPTRUST provides a one-stop shop of personal financial planning, investment management, estate planning, tax planning, and retirement plan services—all handled by one team of professional fiduciaries. Contact Will Moody or David Eller at Will.Moody@captrust.com and David.Eller@captrust.com.
Hull & Chandler, P.A. - one of Charlotte's leading full service law firms. Our number one priority is to provide personal, high-quality legal representation to individuals and businesses throughout North Carolina. We focus on business law, non-competes, trade secrets, estate planning, estate administration civil litigation and more. Contact Shannon Hames at swhames@lawyercarolina.com.
USI Insurance Services: USI Insurance Services’ Private Equity and Transaction Advisory team delivers deep expertise and a high-touch service model to Private Equity firms, Family Offices, and Independent Sponsors. We help our partners manage Transactional Risk (Representation & Warranty, Tax, Environmental), Property & Casualty / Employee Benefits due-diligence, and post-close commercial insurance placements. To learn more about our capabilities and resources contact Will McCutchen at will.mccutchen@usi.com.