Partners
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Marquee Partner
Acrisure
Acrisure is a leading insurance and financial services company that operates globally with a focus on the Silicon Valley. We provide a wide range of services to our clients, including insurance brokerage, risk management, employee benefits, and consulting services. Our team of experienced professionals works closely with clients to understand their unique needs and develop customized solutions to protect their assets and mitigate risks.
With a strong presence in the Silicon Valley, we have deep industry knowledge and expertise in serving technology companies and startups. We leverage our extensive network of carriers and strategic partnerships to deliver innovative and comprehensive insurance solutions that help our clients thrive in a rapidly changing business environment. Whether it's property and casualty insurance, cyber liability coverage, or employee benefits programs, we are committed to delivering exceptional service and value to our clients in the Silicon Valley and beyond.
Carlos Ayala
Sr. Vice President, Lead Consultant and Client Advocate | CA Lic. # 0E66643
Acrisure West Region
[email protected]
Direct: 408-418-2746
LinkedIn: linkedin.com/in/carlosayalajr
Lanea Riley
Client Advisor | CA Lic 0I23365
West Division
[email protected]
Direct: 408.350.5745
linkedin.com/in/laneariley
ZIP
Zip is a leading procurement orchestration platform that helps modern finance and procurement teams bring order, control, and speed to purchasing. We work with fast-growing mid-market and enterprise companies to centralize intake, approvals, sourcing, and purchasing—without slowing the business down. By connecting employees, finance, procurement, and vendors in one intuitive workflow, Zip helps organizations reduce risk, increase visibility, and operate more efficiently.
Designed for today’s finance-led organizations, Zip integrates seamlessly with ERPs and finance systems to enforce policy, improve compliance, and unlock real-time spend insights. Our customers rely on Zip to scale responsibly, empower stakeholders, and transform procurement into a strategic advantage. Whether supporting finance teams through periods of rapid growth, increased scrutiny, or operational complexity, Zip is committed to helping leaders drive smarter decisions and better outcomes.
Jordan Grant
Director of Partnerships, Commercial
Zip
[email protected]
253-341-2825
LinkedIn: linkedin.com/in/jordanlgrant
Jonathan Hess
Zip
Strategic Account Executive
[email protected]
https://www.linkedin.com/in/jonathanthess/
Andy Creach
Zip
Strategic Sales Leader
[email protected]
https://www.linkedin.com/in/andycreach/
Platinum Partners
BDO
BDO is a global business advisor that delivers assurance, tax, and advisory services to help organizations navigate challenges, uncover opportunities, and adapt to a rapidly changing business environment. We serve publicly traded and privately held companies, as well as nonprofit organizations, from pre-revenue through multi-billion-dollar enterprises.
BDO helps CFOs and finance leaders strengthen performance, manage risk, and accelerate value creation. Our teams support organizations across the business lifecycle with services such as:
- IPO readiness and public company preparedness
- SEC reporting support
- SOX/ICFR design and testing
- Technical accounting (ASC 606, ASC 842, business combinations, equity, and share-based compensation)
- Tax planning and compliance—including federal, state and local, international tax, transfer pricing, and tax provision support
- Finance transformation and close optimization
- FP&A and performance management
- Enterprise risk and internal audit
- Cyber and privacy risk
- Transaction advisory (QoE, buy-side and sell-side due diligence), valuation, and modeling
- M&A integration/separation planning, carve-outs, and post-deal accounting and reporting
- People, Strategy and Solutions (culture, talent, organizational effectiveness, leadership alignment)
- AI Innovation
- ESG readiness and reporting
- BDO Capital – Investment Banking
BDO’s Bay Area practice—served by our San Jose, San Francisco, and Walnut Creek offices—is a hub for our Technology and Life Sciences industry focus. We bring local market presence and a hands-on approach, backed by national and global technical resources. With more than 100 years of experience, BDO serves clients through offices across the U.S. and as an independent member firm of BDO International Limited, provides access to a global network of professionals across 160+ countries and territories.
To learn more and explore how we can partner, please contact:
Kim Bradley
Director Business Development
Assurance, Tax and Advisory
BDO
M: 312-933-5929
E: [email protected]
LinkedIn: Kim Bradley | LinkedIn
Jessica Horrillo
Tax Principal
BDO
M: 408-529-5126
E: [email protected]
LinkedIn: Jessica Horrillo | LinkedIn
J.P. Morgan
JPMorgan Commercial Banking’s Emerging Middle Market team supports growing companies with $20 million and above in annual revenue across Reno, Sacramento, and the Bay Area with integrated credit, treasury, and risk management solutions.
Our focus includes blue-collar industries—including Manufacturing, Business Services, Aerospace & Defense, and Distribution & Logistics—helping finance leaders optimize working capital, fund growth, and strengthen financial operations.
Kristopher C. Duarte partners closely with founder-led and private equity–backed businesses to structure practical financing and cash management solutions aligned to operating cycles and strategic goals. Clients benefit from the reach and resources of JPMorgan’s global platform paired with responsive, on-the-ground coverage. We strive to deliver a global bank to the communities we live in.
To explore how we can support your growth and liquidity priorities, contact Kris at 408.839.6586 to engage in a discussion.
Kristopher C. Duarte
Executive Director – Business Development Executive
JPMorgan Commercial Bank
Reno - Sacramento - Sonoma - San Francisco - Palo Alto - San Jose - Santa Cruz - Oakland
[email protected] | 408.839.6586
LinkedIn: www.LinkedIn.com/in/kcduarte
Pillsbury Winthrop Shaw Pittman LLP
Pillsbury Winthrop Shaw Pittman LLP is a premier global law firm with more than 700 attorneys located across 20 offices throughout the U.S., Europe, Asia, and the Middle East. Our commitment is to deliver sophisticated, tailored legal solutions spanning corporate transactions, complex litigation, regulatory compliance, intellectual property, cybersecurity and data privacy, technology and financial services.
We have a leading capital markets practice advising on a full spectrum of transactions, including IPOs and follow-on/secondary offerings, confidentially marketed public offerings, convertible and equity-linked securities, and at-the-market programs. Our attorneys also provide comprehensive counsel to public companies on disclosure obligations, corporate governance, regulatory filings, and ongoing compliance with securities regulations.
We leverage our deep understanding of industry-specific challenges and market trends, enabling us to anticipate our clients' evolving legal needs and proactively develop innovative strategies. Our attorneys bring extensive industry knowledge, technical expertise, and a global perspective to help clients navigate complex legal and business landscapes and achieve their strategic objectives. At Pillsbury, we are dedicated to providing exceptional service and helping our clients succeed.
Contact
Davina K. Kaile
Corporate and Securities Partner and Global Leader of Pillsbury’s Capital Markets and Public Companies Practice
[email protected]
Pillsbury Winthrop Shaw Pittman
PwC
PwC is a global professional services network known for delivering excellence in audit, tax, and advisory services. With a commitment to innovation and integrity, PwC helps businesses navigate complex business and financial challenges and drive sustainable growth.
Mandy Dhillon
Assurance Partner
PwC
[email protected]
Monica Nayar
West Region Leader & Silicon Valley Market Managing Partner
PwC
[email protected]
Robert Half
Robert Half is the world’s first and largest specialized talent solutions firm that connects opportunities at great companies with highly skilled job seekers.
We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Specifically for our finance and accounting specialization, we provide companies with an alternative to the traditional consulting firm approach and help them succeed through a variety of financial talent and project consulting solutions. Whether it’s one person or an entire project team, we have a large network of seasoned professionals with experience in finance, accounting and business system who are available to step in immediately.
Named to Fortune’s World’s Most Admired Companies and 100 Best Companies to Work For® lists and a Forbes Best Employer for Diversity, Robert Half is the parent company of Protiviti®, a global consulting firm that provides internal audit, risk, business and technology consulting solutions.
Explore our talent solutions, research and insights at RobertHalf.com.
CONTACT
Jeremy Cole, Client Solutions Director
Phone: 950.292.0431
Email: [email protected]
Rob Bonner, Senior Client Solutions Director
Phone: 415.805.9019
Email: [email protected]
Syed Hussain, Director of Permanent Placement Services
Phone: 650.292.0232
Email: [email protected]
Stephen Hilton, SVP Corp Controller & Treasurer
Phone: 925.913.2638
Email: [email protected]
SOAProjects
SOAProjects, Inc is a fast-growing leading professional advisory firm with service offerings supporting clients through all stages of the business life cycle; from VC-backed / early stage, to Series B and later rounds of Preferred Stock, through successful IPO (or acquisition) and post-IPO, making SOAProjects the CFO`s first choice.
- - Technical accounting, IPO & Financial Reporting,
- - Equity administration & accounting,
- - SOX Compliance & Internal Audit,
- - IT Risk & Compliance,
- - ERP Advisory– NetSuite,
- - Cybersecurity & Privacy Risk,
- - RPA & Data Analytics,
- - Direct Hire and Interim Operational Accounting Support, and
- - Start Up Services – Bookkeeping, Tax Compliance, and CFO/Backoffice support
SOAProjects is hosting their signature event, SOAProjects Open House on September 28, 2023, from 5pm to 9pm at SOAProjects Head Office in Mountain View. Please reach out to [email protected] if you plan to attend, as this is an invitation-only event.
Contact
SOAProjects contact in SF Bay Area:
Manav Singh
Founding Partner
(650) 771-6662
[email protected]
Yuko Wakasugi
Partner in Charge – Technical Accounting & IPO Services
(415) 309-6086
[email protected]
Joe Talley
Sr Partner – Technical Accounting & IPO Services
(408) 621-2947
[email protected]
Robert (Bob) Strasser
Sr Partner – SOX & Internal Audit
(408) 396–6170
[email protected]
www.SOAProjects.com
Phone: 650.960.9900
Fax: 650.960.2400
Wells Fargo
Wells Fargo Commercial Banking serves the diverse financial needs of companies and institutions. We provide credit, treasury management, and commercial capital solutions, ranking #1 in primary relationship market share in the U.S. for middle market* and #2 in primary relationship market share in the U.S. for emerging middle market.* Wells Fargo Commercial Banking brings together the benefits of exceptional relationship management, extensive industry experience, and comprehensive financial services offerings. We pride ourselves in working in a collaborative fashion ‒ developing long term client relationships that can endure the cycles of the business, industry, and the economy.
As part of Commercial Banking, our specialized Technology Banking group delivers a complete range of capital, advisory, risk management, and operating solutions tailored to scale through all stages of the technology life cycle. The group supports a growing portfolio of clients in the Software, Fintech, Internet and Digital, Hardware, Sustainable technology sectors within the Bay area and across the U.S. The depth and breadth of industry knowledge and experience allows the specialized group to provide strategic and balanced guidance in addition to operational and capital support.
*Barlow Research – rolling 8 quarter data (Q3 2021 – Q2 2023); Middle Market defined as $75 million -<$500 million, Emerging Middle Market defined as $10 million -<$75 million.
Armello Rodriguez
Vice President, Business Development – Technology Banking Group
Gold Partners
Alliant Insurance Services, Inc.
More is Possible
As one of the top 10 largest insurance brokerage firms in the U.S., we combine the power and breadth of big-company resources with a hyper-personalized approach that puts your interests above everything else. Our culture of entrepreneurialism, collaboration, and innovation gives us the independence and accountability to create solutions that uniquely match your needs. Because when people come first, more is possible.
David Liebes | CPCU
Senior Vice President
Alliant Insurance Services
[email protected]
Andersen
Petra N. Loer
[email protected]
Armanino LLP
Armanino LLP is the largest independent accounting and business consulting firm based in California. We are a nationwide leader in serving privately held companies, as well as nonprofit organizations and public entities.
We provide four main areas of service – assurance/audit, tax, consulting and business management. Our technology focus and global services are key aspects of our service lines. We work with clients in a large range of industries including technology, manufacturing and distribution, consumer-retail, nonprofit, private schools, real estate, professional services, life sciences, insurance and healthcare. Our offices are located in California, the West and Mid-West regions of the US, and we have consultants on the ground at key locations across the nation. We provide global services in more than 100 countries through our membership in Moore Stephens International Limited – one of the world's major accounting and consulting organizations.
Katerina Starkova, CPA
Partner, Audit
[email protected]
Andrew Armstrong, CPA
Partner, Audit
[email protected]
Milton Tse, CPA
Partner, Audit
[email protected]
BMO
Established in 1817, BMO is the seventh largest bank in North America by assets1, with total assets over $1 trillion2. We serve 13 million customers through a diversified portfolio of personal and commercial banking, wealth management, global markets and investment banking products and services.
By partnering with BMO and our Silicon Valley-based team, you will have access to expertise in a range of industries and an extensive suite of solutions. We offer businesses deeper strategic guidance and provide creative strategies to help your company grow and maintain a competitive advantage.
We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future and an inclusive society.
Our presence in Silicon Valley is backed by a more than $40 billion Community Benefits Plan, with over $16 billion of the plan targeted for the State of California. This plan goes beyond providing a financial commitment; it includes strategic partnerships and fosters deep community engagement across our U.S. footprint.
1Source: Bloomberg GICS screen of largest North American banks by total assets as at July 31, 2025.
2As at July 31, 2025.
Banking products are subject to approval and are provided in the United States by BMO Bank N.A. Member FDIC
Alexis Babb
Director and Market Leader | South Bay and Peninsula
95 S. Market Street, Suite 100, San Jose, CA 95113
BPM
BPM, the largest California-based accounting and consulting firm, offers tax, business consulting, wealth management, and audit services across a wide spectrum of industries from offices in San Francisco, Menlo Park, San Jose, Walnut Creek, Stockton, and Santa Rosa, in Northern California. BPM also has offices in Southern California, Washington and Oregon. The Firm has over 500 professionals is locally owned, with a strong foundation of environmental, social, and philanthropic stewardship.
Winny Wong
Partner
[email protected]
CCW Business Solutions
CCW Business Solutions helps US technology companies expand their operations globally.
As part of Crowe Global, the world’s 8th largest audit, tax and advisory firms, we leverage our global network to provide our clients with seamless service through a centralized service team making it easy to manage multiple international locations.
Services include:
- International entity formation
- International HR services including employment contracts, stock option agreements and employee benefits
- International payroll services
- International accounting services
- International tax
- International compliance services
Companies we have worked with over the years have included Slack, Okta, Asana, Brightroll, ClassPass, Docker, Exabeam, Hotel Tonight, Nutanix and Tanium.
Bay Area Contact
Stephen Wares
Forvis Mazars
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.
Contacts:
Ricardo Martinez
Northern California Market Industry Leader / CA & AZ Tech & Service Market Industry Leader
[email protected]
Tripp Bacon
Tech & Service – US Consulting Leader
[email protected]
Janice Berthold | Heffernan Insurance Brokers
Janice Berthold is a Senior Vice President with Heffernan Insurance. She is one of the few brokers who work with clients on a "Referral Only" basis.
Prior to merging her firm with Heffernan, Janice was President and CEO of J. Berthold Insurance Service Inc. and a Principal of All West Insurance Brokers, one of the top five closely held insurance brokerage firms in Silicon Valley.
She has over 25 years of commercial insurance experience and holds the insurance designations of Professional Workers’ Compensation Advisor, Chartered Property Casualty Underwriter, Chartered Life Underwriter, and Chartered Financial Consultant. She has been an Advisor for the California State Senate Committee on Insurance and is a featured writer for the Business Journal. In 1999, she was named Small Business Owner of the Year by the San Jose Mercury News and the Women's Fund. In addition, The Business Journal named her Enterprising Woman of the Year in 2003.
Janice is a graduate of the University of San Francisco. She sits on the Santa Clara University Board of Fellows, Opportunity International Board of Governors, and Housing Industry Forum Board & Advisors.
Janice (Jan) Berthold, CLU, CPCU, MWCA
SVP - Heffernan Insurance Brokers
408.499.2020
[email protected]
By Referral Only
LI: www.linkedin.com/in/janiceberthold
Website: Www.heffins.com
Calendly: https://calendly.com/janiceb/15-minute-phone-call
See the books I have written.
https://www.amazon.com/s?k=janice+berthold&ref=nb_sb_noss
Reed Smith
Reed Smith is a dynamic international law firm dedicated to helping clients move their businesses forward. Our belief is that by delivering smarter and more creative legal services, we will not only enrich our clients’ experiences with us, but also support them in achieving their business goals.
Our long-standing relationships, international outlook and collaborative structure, make us the go-to partner for the speedy resolution of complex disputes, transactions and regulatory matters. Reed Smith is a leading international law firm with more than 1,700 lawyers in 30 offices throughout the United States, Europe, the Middle East, and Asia.
C. Craig Lilly
Partner – Silicon Valley/San Francisco
[email protected]
T: +1 650 352 0502
RGP
RGP is a global consulting firm focused on project execution services that power clients’ operational needs and change initiatives utilizing on-demand, experienced and diverse talent. As a next-generation human capital partner for our clients, we specialize in co-delivery of enterprise initiatives typically precipitated by business transformation, strategic transactions or regulatory change.
Our unique approach to workforce strategy strongly positions us to help our clients transform their businesses and workplaces, especially at a time when high-quality talent is increasingly scarce, and leaders are increasingly adopting more flexible workforce models to execute transformational projects.
RGP provides a wide range of services tailored specifically to address the challenges that CFOs face today, including:
- Finance Transformation
- Technical Accounting and Equity Administration
- Transaction Management and IPO Readiness
- ESG and Financial Reporting
- Tax and Treasury
- Cloud ERP and Data & Analytics
- Integrated Risk Management
- Operational Excellence & Supply Chain
- Driving Project Success
With approximately 4,100 professionals, we annually engage with over 2,000 clients around the world from 35 physical practice offices and multiple virtual offices. We are their partner in delivering on the “now of work.” Headquartered in Irvine, California, RGP is proud to have served.
Marika Kavianpour
Vice President, Client Development
[email protected]
RSM US LLP
RSM is a leading provider of audit, tax, and consulting services focused on the middle market. They guide their clients through business challenges by understanding their needs and bringing together the right team to address them. 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 over 120 countries.
Adam Fauvre
Director
[email protected]
(408) 594-0876
Ahmad Ejaz
Audit Partner
[email protected]
(408) 572-4473
Sensiba
Sensiba's global accounting, tax, governance, risk and compliance, and consulting services help businesses and people solve problems, establish trust, and build a foundation for sustainable growth. Independent and partner-owned, we’re a top-75 U.S. firm with a global footprint, maintaining operations across the Americas, Europe, Australia, and beyond. We're passionate about collaborating with clients to increase efficiency, mitigate risk, and embrace emerging opportunities. As a certified B Corp, we foster a culture where people, families, and communities thrive. We support our clients' international accounting and tax needs as a member of Morison Global. For more information, visit Sensiba.com.
Kevin Shives
Partner
Sensiba
[email protected]
LinkedIn: https://www.linkedin.com/in/kevinshives/
Stuart McFaul Associates
Stuart McFaul Associates is an outsourced marketing consultancy providing interim CMO and executive coaching services. It is distinguished by “bringing the marketing department with them” by providing access to a network of over 1000 vetted marketing specialists. The firm is led by Stuart McFaul, an award-winning Silicon Valley marketing veteran who has worked with over 250 companies worldwide, from Fortune 100 companies such as Apple and Hitachi, privately held companies and startups, non-profits and foreign governments.
Stuart McFaul
President
415-869-8579 x 701
[email protected]
Silver
Pigment
Pigment is an AI-powered planning platform built for agility and scale. It connects people, data, and processes in one elegant, feature-rich platform that allows planners in every department to prepare for any eventuality. Industry-leading companies like Unilever, Snowflake, Klarna, and Figma use Pigment every day, allowing them to confidently make more informed business decisions.
Ciara Appelbaum
Senior Marketing Manager
[email protected]
713-306-8457
www.pigment.com
Vaco
Vaco is a global talent and solutions firm that helps organizations solve complex business challenges by aligning strategy with the right people. As part of Highspring, Vaco combines deep industry expertise with a relationship-driven approach to deliver consulting, managed services, and talent solutions across accounting, finance, technology, and operations.
At its core, Vaco believes that growth starts with people. The company partners with clients to build high-performing teams, drive transformation, and turn change into opportunity – providing both the strategy and the talent needed to make it happen.
With a global presence and a commitment to accountability and results, Vaco doesn’t just advise, it executes, helping businesses move faster, adapt smarter, and achieve meaningful outcomes.
Jonathan W. Chan
Director Client Strategy and Expansion
T: 415.366.8053 C: 805.455.8392 | [email protected]
201 Mission St. Suite 720, San Francisco, CA 94105
