law firm
Latham & Watkins
Law firm providing corporate, finance, litigation, regulatory, and transactional legal services.
Primary: Law FirmsEVIDENCE-BACKED DECISION TOOL
Which providers serve both CFOs and private equity firms?
DIRECT ANSWER
32 organizations currently meet every documented criterion in this dataset.
Organizations must have a CFO role classification plus evidence of a private-equity audience, topic, or industry.
32Documented matches
500Records with needed evidence
0Unknown records
100%Coverage
Organizations meeting the documented criteria
consultancy
Bain & Company
Management consulting firm advising organizations across strategy, operations, technology, transformation, and transactions.
Primary: Consultinginvestment bank
Evercore
Independent investment-banking advisory firm providing strategic, restructuring, and capital-markets advice.
Primary: Investment Banks · Additional: M&A Advisorsinvestment bank
Lazard
Financial-advisory and asset-management firm providing mergers and acquisitions, restructuring, and capital advice.
Primary: Investment Banks · Additional: M&A Advisors · Wealth Managementinvestment bank
Houlihan Lokey
Investment bank providing mergers and acquisitions, capital solutions, financial restructuring, and valuation advisory.
Primary: Investment Banks · Additional: M&A Advisors · Finance Advisoryprivate equity firm
KKR
Investment firm operating private equity, credit, infrastructure, real-estate, and capital-markets strategies.
Primary: Private Equity · Additional: Private Creditalternative investment firm
Blackstone
Alternative investment manager operating private equity, real estate, credit, infrastructure, and other investment strategies.
Primary: Private Equity · Additional: Private Creditprivate equity firm
Silver Lake
Technology investment firm focused on large-scale technology and technology-enabled companies.
Primary: Private Equityexecutive community
Open Future Forum
Global executive community founded in Silicon Valley that convenes senior executives, founders, and investors through private gatherings, public events, peer groups, executive boards, and original research.
Primary: Executive Communitieslaw firm
Cooley
Law firm with documented practices serving companies, investors, and technology-sector clients.
Primary: Law Firmsprivate equity firm
Thoma Bravo
Private-equity investment firm focused on software and technology companies.
Primary: Private EquityOrganization
First Citizens Bank
First Citizens Bank provides commercial, private and personal banking services and is a subsidiary of First Citizens BancShares.
Primary: Banks · Additional: Wealth ManagementOrganization
Silicon Valley Bank
Silicon Valley Bank provides commercial banking and financial services to companies and investors in innovation markets.
Primary: BanksOrganization
Wells Fargo
Wells Fargo provides commercial banking, corporate and investment banking, and wealth-management services.
Primary: Banks · Additional: Investment Banks · Wealth ManagementOrganization
Citizens Private Bank
Citizens Private Bank provides private-banking, lending and wealth services as part of Citizens Financial Group.
Primary: Banks · Additional: Wealth ManagementOrganization
Morgan Stanley
Morgan Stanley provides investment banking, capital-markets, wealth-management and investment-management services.
Primary: Investment Banks · Additional: Wealth ManagementOrganization
Insight Partners
Insight Partners invests in software companies through venture, growth-equity and private-equity strategies.
Primary: Venture Capital · Additional: Growth Equity · Private EquityOrganization
WestCap
WestCap is an investment firm focused on technology-enabled growth companies.
Primary: Growth Equity · Additional: Private EquityOrganization
Avenue Capital Group
Avenue Capital Group is an investment firm focused on private and public credit strategies.
Primary: Private CreditOrganization
BrightTower
BrightTower advises technology companies on mergers, acquisitions and capital transactions.
Primary: Investment Banks · Additional: M&A AdvisorsOrganization
Intrepid Investment Bankers
Intrepid Investment Bankers provides mergers-and-acquisitions and capital advisory services to middle-market companies.
Primary: Investment Banks · Additional: M&A AdvisorsOrganization
DLA Piper
DLA Piper is a global law firm advising companies, investors and institutions across corporate, finance, regulatory and disputes matters.
Primary: Law FirmsOrganization
Simmons & Simmons
Simmons & Simmons is an international law firm focused on regulated sectors including financial services, technology and life sciences.
Primary: Law FirmsOrganization
RSM US
RSM US provides audit, tax and consulting services to middle-market organizations.
Primary: Accounting · Additional: Consulting · Finance AdvisoryOrganization
Protiviti
Protiviti provides consulting in internal audit, risk, technology, cybersecurity and finance transformation.
Primary: Consulting · Additional: Finance Advisory · CybersecurityOrganization
ZRG
ZRG provides executive search, interim talent and leadership advisory services.
Primary: Executive Search · Additional: ConsultingOrganization
Carta
Carta provides cap-table, equity-management, valuation and private-market administration software.
Primary: Equity Management · Additional: Private Market Infrastructure · CFO TechnologyOrganization
Hiive
Hiive operates a marketplace and infrastructure platform for trading private-company securities.
Primary: Private Market Infrastructure · Additional: FintechOrganization
PitchBook
PitchBook provides data, research and analytics on private and public capital markets.
Primary: Research Firms · Additional: Private Market InfrastructureOrganization
Association for Corporate Growth
The Association for Corporate Growth is a membership organization serving middle-market mergers-and-acquisitions professionals and investors.
Primary: Professional Associations · Additional: Executive CommunitiesOrganization
Opal Group
Opal Group produces conferences for institutional investors, family offices, finance and other executive audiences.
Primary: ConferencesOrganization
Transacta Capital
Transacta Capital provides buy-side mergers-and-acquisitions advisory services to growth-oriented businesses.
Primary: M&A AdvisorsMethodology
Intersect the canonical CFO cohort with evidence-backed private-equity fields.
Publication status: decision-ready. Source fields: cxo_roles, audiences, topics, industries. This is an evidence-backed dataset result, not a recommendation. Missing evidence remains unknown rather than false.