Partners
The Atlanta CEO Council is supported by partners who believe in a stronger Atlanta business community, and in the leaders building it.
Alloy
Exclusive Partners
Alloy is a marketing and technology partner designed for the age of intelligence — fusing precise strategy with boundless creativity to solve complex business and brand challenges. Operating at the intersection of insight, craft and technology, Alloy’s award-winning work spans brand & experience, marketing orchestration, platform innovation, comms & PR. An Emmy-nominated agency and four-time Inc. 5000 honoree, Alloy has been recognized with more than 20 Top Agency of the Year awards and 10+ Best Place to Work accolades. Learn more at alloycrew.com and follow @alloy_crew on LinkedIn and Instagram.
Team
Raj Choudhury
LinkedInRaj Choudhury is the founder and CEO of Alloy, an integrated marketing, creative and communications agency built for the age of intelligence. He founded Alloy in 2022 on a conviction that a better agency model could be built through M&A — six acquisitions in four years later, it's one of the fastest-growing independent agencies in the country, with 100+ specialists serving brands in technology, healthcare, finance, regulated industries and large non-profits. An Emmy-nominated, three-time Inc. 5000 agency, Alloy has also been named a Technology Agency of the Year and a 10-time Best Place to Work. Before Alloy, Raj founded, scaled and exited a series of agencies and technology companies — Spunlogic, Engauge, Moxie, BLiNQ Media, BrightWave and Ansira — and was named Marketer of the Year by both the American Marketing Association (AMA) and the Atlanta Interactive Marketing Association (AiMA) in 2018. Born in Uganda and raised in London, he has built and sold companies for nearly three decades.
Email: raj.choudhury@alloycrew.com
Alera Group
Exclusive Partners
At Alera Group, we harness the power of collaboration to bring you greater connectivity. Connectivity to specialists across our offices to bring you unique solutions. Connectivity with our network of resources to bring you the right products. Connectivity with data and insights to help you navigate increasing industry complexities. It’s how we help you manage risk, build your business, strengthen financial opportunities and reach the future you’ve always imagined.
Team
Christopher Hayes
LinkedInChristopher Hayes became Managing Director, Southeast Region in 2023 and was named Managing Director, Northwest Region in 2024. Prior to taking on the Southeast, Chris spent two years in a similar role with Propel Insurance, an Alera Group Company. Before joining Propel, he spent 29 years in senior leadership roles at McGriff, a national insurance brokerage firm. Rooted in a strong relationship-driven belief system, he brings his extensive experience to further spur Alera Group’s growth and collaboration across the Southeast and Northwest Regions.
Chris is a graduate of the University of Georgia, where he earned a bachelor’s degree in business administration with a double-major of finance and risk management/insurance.
Email: chris.hayes@propelinsurance.com
Will Thames
LinkedInIt's all about the people. Recruit quality people. Roll up your sleeves and work shoulder-to-shoulder with them. Win together. Develop teammates into new leaders.
Email: will.thames@propelinsurance.com
Travis Riker
LinkedInEmail: travis.riker@aleragroup.com
Bennett Thrasher
Exclusive Partners
Bennett Thrasher is the eighth-largest Atlanta-based full-service certified public accounting and consulting firm. What differentiates Bennett Thrasher from other accounting firms is the respect and regard we have for our clients and for each other. The firm creates significant value and a unique positive experience through collaboration- with and between clients, partners, associates and the community. Founded in 1980 by Rick Bennett and Ken Thrasher, today Bennett Thrasher boasts a dedicated, experienced team of 31 partners and more than 210 associates serving our clients in tax, financial reporting & assurance, valuation, litigation, client accounting services, international, personal financial services, state & local tax, dispute resolution & forensics, transfer pricing and wealth management.
Team
Lindsey Sykes
LinkedInOver 25 years of business experience having spent twelve years in public accounting with Arthur Andersen and six years as Chief Financial Officer of a publicly traded company prior to joining Bennett Thrasher in February 2007. Currently the service line leader for the Financial Reporting & Assurance practice at Bennett Thrasher.
Significant experience serving companies from the start-up/development stage through large multi-national public companies. Industry experience includes technology, manufacturing, distribution, real estate and service industries.
Specialties: Mergers & Acquisitions - diligence and accounting
Revenue recognition, SEC Consultation
Industries - technology, investment companies, real estate, service
Email: lsykes@btcpa.net
Zack Leder
LinkedInMy practice at Bennett Thrasher focuses on middle market businesses and growing start-up technology companies in both the public and private sector.
My past experience in the Federal Lead Tax Services group at Deloitte allowed me the opportunity to serve large corporate taxpayers. I also gained an expertise serving high net worth individuals and closely held businesses while at the firm's Private Client Advisory group.
Over the years, I have also worked in the private sector notably in the tax department of Genon Energy (formerly Mirant Corporation) where I was a member of the compliance team of the multinational corporation.
As a Tax Partner at Bennett Thrasher, I primarily consult with multistate and multinational operations. I provide tax planning, tax compliance and tax consulting services to my clients helping them to minimize their cash outflow on federal, state, local and foreign taxes.
My Mergers and Acquisitions experience includes assisting companies looking for a liquidity event to be positioned for the rigorous due diligence process involved in a sale transaction as well as performing buy-side due diligence procedures on potential targets. I also assist in determining optimal tax structure in M&A transactions.
Specialties: Mergers & Acquisitions, ASC 740 (formerly FAS109 & FIN48), Multistate Taxation
Email: zleder@btcpa.net
BMO
Exclusive Partners
BMO is a leading North American bank driven byourpurpose: 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 stronger communities.
Carabiner Communications
Exclusive Partners
Founded in 2004, Carabiner Communications is an Atlanta-based agency specializing in marketing, PR and sales lead generation. We custom-build a nimble team of B2B experts to partner with clients for as much or as little as they need. We’re strategic, cost-effective, and very, very human. If you’re helping to steer a start-up, a fast-growth company or an organization headed in a new direction and need branding, marketing, public relations, content development, social media or lead-gen assistance to get to the next level, then let’s talk.
Team
Dana Cogon
LinkedInI offer more than 25 years of B2B technology marketing and public relations experience, having provided strategic counsel and other services to a range of startups as well as established companies. My expertise includes campaign strategy and execution in such key areas as technology product launches, thought leadership, brand awareness, and visibility programs for corporate executives. A focused problem-solver, I am adept at managing integrated marketing and PR teams and can offer a strategic roadmap for helping organizations meet their goals.
Email: dcogan@carabinercomms.com
Peter Baron
LinkedInPeter Baron serves as a senior-level consultant, offering advice to clients on product positioning, lead generation and nurturing, and digital marketing. Through more than two decades of technology marketing and PR experience, Peter has the skills to recognize new trends and opportunities, helping companies plan strategies accordingly. His client experience spans telecommunications, networking, healthcare technology, mobile computing and myriad software solutions. Peter received a bachelor's degree in Journalism and PR from the University of Utah.
Email: pbaron@carabinercomms.com
CLA (CliftonLarsonAllen)
Exclusive Partners
Established in 1953, CLA (CliftonLarsonAllen LLP) is a professional services network and the eighth-largest accountancy firm in the United States. Our services include Wealth Advisory, Tax, Audit and Digital as well as Consulting and Outsourcing across the United States and throughout the globe. Our vast network of professionals and resources are seamlessly presented and delivered for our clients. We believe that by getting to know our clients well, we’ll be in a better position to help them. We start with conversations, ask questions that matter, and listen. Our clients find innovative advice that is clear and actionable, driven by industry-specialized teams. We turn challenges into opportunities.
Team
Mathew Abraham
LinkedInMathew is a member of CliftonLarsonAllen’s federal tax strategies (FTS) practice.
Mathew has 20+ years of public accounting experience, specifically in the credits and incentives arena covering a range of subjects, which include the Research and Development Tax Credit, Accounting Methods and Inventory, IRC Section 199 (Domestic Production Activities Deduction), the Tangible Property Regulations, and Meals and Entertainment Studies. Prior to joining CLA, he served as a tax professional at two other large public accounting firms, which included five years at one firm’s national tax office. Throughout his career, he has consulted with companies of all sizes, from closely-held businesses to large multinational corporations in different industries (technology, manufacturing, health care, retail, hospitality, real estate, and financial services) as it pertains to U.S. federal income tax matters on the subject areas noted above.
Email: Mathew.Abraham@claconnect.com
Purvi G. Shah
LinkedInPurvi started her career in software development and then moved over to accounting after a few years. She worked for small firms for the first 11 years of her accounting career and then became part of CLA through an acquisition in January 2016. She has spent her accounting career providing tax and accounting solutions to privately held businesses and their owners. She serves clients primarily in the retail industry.
Email: Purvi.Shah@claconnect.com
Cresa
Exclusive Partners
We believe occupiers deserve better. A better space to work, create, build, grow. A better outcome for their people and organization. A better partner who puts their needs first. That’s why Cresa is on a mission to empower occupiers everywhere. To help them navigate the landscape, tilting the playing field in their favor and giving them an insider’s edge.
Visit website →
Crowe
Exclusive Partners
Crowe Horwath is a public accounting, consulting, and technology firm with offices across the globe. Connecting deep industry and specialized knowledge with innovative technology, our dedicated professionals create value for our clients with integrity and objectivity. We accomplish this by listening to our clients – about their businesses, trends in their industries, and the challenges they face. We forge each relationship with the intention of delivering exceptional client service while upholding our core values and our industry’s strong professional standards. Crowe invests in tomorrow because we know smart decisions build lasting value for our clients, people, and profession.
Team
James Parker
LinkedInMr. Parker has over 25 years of public accounting experience in providing tax consulting services to a broad range of clients in the manufacturing, distribution, technology and other industries. Professional and Industry Experience Mr. Parker works in many areas of taxation including; merger and acquisitions, S-corporation taxation, C-corporation taxation, partnership taxation, multi-state taxation, and individual tax. He has extensive experience in the following activities:
General Corporate Tax Planning
Personal Income Tax Planning
Buying and Selling of Businesses
Merger and Acquisitions
Multi-state Income Tax Compliance and Consulting
Internal Revenue Service Examinations
Professional Affiliations
American Institute of Certified Public Accountants
Georgia, Florida, Ohio CPA Societies
Education & Certifications
Bachelor of Science, Accountancy
Miami University, Oxford, Ohio
Certified Public Accountant (CPA)| Georgia, Florida, Ohio
Email: Jim.Parker@crowe.com
Judy Harris
LinkedInEmail: Judy.Harris@crowe.com
Clark Hornstra
LinkedInEmail: clark.hornstra@crowe.com
CTR Partners
Exclusive Partners
We represent tenants — the people leasing or buying space — in commercial real estate. We are your advocate, helping you navigate every aspect of commercial office and industrial real estate. Our goal is to make the process easier: from selecting the ideal work environment, to managing complicated lease/purchase negotiations, to ensuring the deal is completed to your satisfaction. Above all, one difference with CTR is our intentional development of long-term, ongoing relationships with every client.
Team
Jeff Richardson
LinkedInI am an advocate for tenants and buyers in the office and industrial real estate market. My business focus is on assisting companies with their corporate real estate needs, from lease negotiation (e.g., renewal, expansion, extension, etc.) to facility relocation. In every relationship, I strive to serve each person and organization well. From strategic planning to evaluating market conditions to negotiating strategy, I am a valuable resource for my clients in achieving the utmost value from their office/industrial space while ensuring they have an educated voice and perspective throughout the process.
Regardless of the real estate need, I have a desire to positively impact the lives of others either through business or other avenues.
Specialties: Strategic planning, lease negotiation, facility utilization, relocation scheduling
Email: JRichardson@ctrpartners.com
Rob Coatsworth
LinkedInCTR Partners, Inc. is a specialized, commercial real estate consulting firm that focuses exclusively on representing the interests of the tenant, rather than the landlord. Our clients are local and national companies that are interested in leasing or purchasing office and office/warehouse space for their business. We have been providing real estate solutions while investing in relationships through God's grace and love since 1993.
Email: RCoatsworth@ctrpartners.com
Dualboot Partners
Exclusive Partners
Dualboot is a business and software development company. We build great software, but we base our success on whether it helps your business grow. Clients include tech and non-tech founders as well as Fortune 500 companies, so we can start small or scale fast. Our capabilities include product innovation, strategy, design, front and backend development, fractional CTO, QA, and PMO. We are fluent in almost every modern open-source technology stack, including Salesforce.
Team
Todd Buelow
LinkedInOver 20 years of experience managing digital products and serving as a catalyst for growth. Before founding Dualboot Partners and Bella Tunno, Todd was a founding member of Elogex (Sold to One Network Enterprises), Cloud Logistics (Sold to E2Open), and Castle Digital Partners.
Todd is a tech investor and is active in social change. He serves on the boards of Speedway Children’s Charity, American Football Without Barriers, SIM Charlotte, and Bounce Out the Stigma. Todd lives in Charlotte, NC with his wife Michelle and daughters Riley and Ella.
Email: Todd.Buelow@dualbootpartners.com
Billy Boozer
LinkedInEmail: billy.boozer@dualbootpartners.com
Liam Shanahan
LinkedInEmail: liam.shanahan@dualbootpartners.com
ECI
Exclusive Partners
Founded in 1995, ECI is the market leader in end-to-end technology solutions for the financial industry. We enable 1000+ forward-thinking organizations around the world to reach new performance levels through innovative technology solutions that drive business transformation. ECI uniquely understands the high touch needs of organizations in the financial space and our experience servicing these global leaders gives ECI the edge as your trusted technology partner. With offices across the United States, Europe, and Asia, we provide localized, personalized service on a global scale. ECI employs more than 900 professionals around the world, and we have a proven track record of employing the best employees which is important when building out teams to support clients.
Team
Jeff Schmidt
LinkedInWith over 15 years of experience as a chief executive officer and a board advisor, I am passionate about building innovative technology companies and bringing them to the top tier of highly competitive global markets. I have a proven track record of driving revenue growth, leading mergers and acquisitions, and navigating businesses through significant changes and rapid growth. I also have extensive expertise in cybersecurity, managed services, cloud solutions, and business continuity for various industries, especially financial services.
As the CEO of ECI, the dominant provider of managed services to the financial services industry, I am focused on leading the company into its next phase of growth by expanding its product offerings and strengthening its market position. ECI serves more than 1,000 customers worldwide, managing over $3 trillion in assets, with solutions for cloud readiness, workplace transformation, and cybersecurity. Prior to joining ECI, I co-founded and led Avertium, one of the largest cybersecurity providers in the mid to large enterprise market, serving over 1,200 clients across the United States. I also serve as a board advisor for ACC Consumer Finance, a revolutionary lending platform for the gig economy, and IoT Secure, a simple and affordable IoT security solution for organizations of all sizes. Additionally, I am an active investor in emerging technology ventures. I believe in a people-first approach to leadership, and I strive to inspire and empower my teams, clients, and partners to achieve excellence and innovation.
Michael McLaughlin
LinkedInEmail: MMclaughlin@eci.com
Fifth Third Bank
Exclusive Partners
At Fifth Third Bank, we are always listening to new ideas so that we can strengthen our commitment to you and the communities we serve. Fifth Third Bank, N.A., Member FDIC. Fifth Third Bank is proud to be an affirmative action/equal opportunity employer. M/F/D/V
Team
Christopher Mattie
LinkedInCommercial Line of Business Manager at Fifth Third Bank
Raymond Shrader
LinkedInAt Fifth Third Bank, I am a Senior Relationship Manager for the Middle Market Banking segment, where I manage client relationships with privately held companies and their owners, generally $50M -$500M in topline revenue. I am a native Atlantan and have over 20 years of experience in the financial services industry, delivering banking products and services that help clients execute their strategic plans and optimize their cash flow.
My core competencies include owner/user real estate construction and finance, equipment and working capital finance, business acquisition, credit analysis, global trade finance, and treasury services. I also have industry specialties in specialty contracting and GCs, manufacturing, and distribution. I enjoy coaching and developing teams, credit underwriting, collaborating across lines of business, and driving revenue growth and operational excellence.
Email: raymond.shrader@53.com
Jewanna Gaither
LinkedInSpecialties: Communications strategy, Media relations, Social media, Crisis management communications, Event Planning
Email: Jewanna.Gaither@53.com
Randy Koporc
LinkedInWith over 20 years of experience in the financial services industry, I am an accomplished banking executive and leader with a proven track record of driving revenue growth, operational excellence, and strategic innovation. I currently serve as the EVP, Regional President, and CEO of Fifth Third Bank in Georgia, where I oversee the consumer and commercial banking activities, private banking, as well as the community and civic engagement, of Fifth Third Bank.
I have extensive expertise in areas such as enterprise payments, treasury management, card services, and new business development, which I leveraged in my previous role as the Head of the Payments and Commerce Solutions division at Fifth Third Bank. There, I was responsible for defining and executing the payment and card strategies for the enterprise, and managing the profit and loss of the approximately $1 billion division. I am passionate about leading and developing high-performing teams, fostering a culture of collaboration and excellence, and delivering value to our customers, shareholders, and communities. My specialties include executive leadership, sales management, strategic planning, board and corporate governance, public speaking, and merger and acquisition integration.
Founders Legal
Exclusive Partners
Founders Legal (Bekiares Eliezer LLP) is a Corporate & Intellectual Property Law Firm based in Atlanta, Georgia USA, that focuses exclusively on complex matters in the areas of Intellectual Property, Corporate, Transactional, and Securities law. We employ the services of highly skilled and experienced attorneys who are specialized in their unique areas of practice. Our team is dedicated to creating, utilizing, and continually iterating upon the latest software, technology, and processes to maximize efficiency and provide uncompromising value to its clients. We are devoted to making the practice of law more efficient while improving the client experience and delivering uncompromising value. As a Founders Legal client, you will benefit from the Founders Legal Client Experience 2.0 — combining the newest technology and automation with a dedicated team of highly-skilled, practical, responsive, and results-oriented professionals to meet your legal needs. Our Practice Specialties include: Intellectual Property, Business Transactions, Securities, Mergers & Acquisitions, and Technology Law.
Team
David Pierce
LinkedInLeveraging over a decade of technology, business, and sales experience to provide your business with legal enablement.
Email: dpierce@founderslegal.com
Ed Khalili
LinkedInIP, Patent & Technology Attorney | Innovation Evangelist | Partner at Founders Legal
Email: ed@founderslegal.com
Jeffrey Bekiares
LinkedInCo-Founder of a community finance company (www.sparkmarket.com) serving Georgia companies and Georgia investors. Working with this century's new investor class to help great small and emerging businesses access start-up and expansion capital from their community through a variety of crowdfunding mechanisms. SparkMarket is about neighbors working together to build better communities.
Partner and Corporate Services Department head at Founders Legal (www.founderslegal.com), a start-up Georgia law firm offering low cost and reliable legal representation to small and emerging enterprises. Founders Legal is a lean and dynamic firm specializing in corporate, capital raising and intellectual property representation.
Email: jeff@founderslegal.com
Humans Doing
Exclusive Partners
At Humans Doing, we utilize our 50+ years of combined national technology-centric recruiting experience to pair great clients and candidates together. Our approach and experience ensure that both receive great value, growth, and appreciation for each other. We take pride in making sure both sides make great decisions that will have a lasting positive impact on their companies, careers, and families.
Team
Maurice Morgan, TAS
LinkedInAs a 20 year veteran in the discipline of Talent Acquisition, Recruiting, and Staffing Industries, I have found joy throughout my career in assisting individuals and organizations in achieving their highest potential. I have learned that the human experience is most meaningful when individual talent is self-actualized. Being a guide for others in their respective career search has come to be my “superpower”. Equally, partnering with organizations I believe in, while strategically guiding those organizations to obtain the most talented individuals in their respective business arena is my passion as well. I believe as a collective, collaboration and growth through human capital is our greatest asset.
Email: mmorgan@humansdoing.net
Judy Price
LinkedInFor over 20 years, I've been driven by a passion for building and growing businesses. I led client development efforts for DLA Piper across the Southeast, with a strong focus on tech/startup clients. Then, I owned and operated a successful start-up yacht charter business in the Virgin Islands. Following that, I was co-founder and CEO of Yachtly Inc., a specialized fintech platform for the yacht charter industry.
Now, I am focusing on the critical component of talent acquisition at a growth-stage tech recruiting company. My entrepreneurial background, combined with my deep understanding of business operations, allows me to effectively connect top talent with the innovative tech companies that are shaping the future.
It's exciting to be back in Atlanta, supporting the community I'm passionate about, and helping companies build their dream teams.
Email: judy@humansdoing.net
Insperity
Exclusive Partners
Since 1986, Insperity’s mission has been to help businesses succeed so communities prosper. Offering the most comprehensive suite of scalable HR solutions available in the marketplace, Insperity is defined by an unrivaled breadth and depth of services and level of care. Through an optimal blend of premium HR service and technology, Insperity delivers the administrative relief, reduced liabilities and better benefit solutions that businesses need for sustained growth. With 2025 revenues of $6.8 billion and more than 80 offices throughout the U.S., Insperity is currently making a difference in thousands of businesses and communities nationwide.
Team
Catherine Hanson
LinkedInI work with small to mid sized businesses in the greater Atlanta area to help them improve efficiencies, reduce risk, and contain cost on all areas surrounding their people. I enjoy learning about entrepreneurs visions and goals, and being a resource in the community in whatever way I can be.
Insperity, a trusted advisor to America’s best businesses for more than 30 years, provides an array of human resources and business solutions designed to help improve business performance. Serving more than 100,000 businesses with over 2 million employees, Insperity’s mission is to help businesses succeed so communities prosper. We provide a wide range of business performance solutions, enabling business owners to be more systematic and strategic about the role people play in the success of a company. Whether you have ten employees or 5,000, Insperity’s business solutions are tailored to helping you run your business more efficiently.
Contact Info:
Catherine.hanson@insperity.com
678.624.2969
Brock Cline
LinkedInBrock Cline is a Certified Business Performance Advisor (CBPA) with Insperity. Insperity’s mission statement is to help businesses succeed so that communities prosper. To that end, Brock leverages his experience gathered from management consulting, angel investing, and business operations to provide strategic insight to small to medium sized business in the areas of operational excellence and risk/liability management.
Brock is skilled in data collection, analysis, and solution implementation across many operational and procedural remits. Attracting and retaining top talent, benefit and compensation plan composition, and training/development plan creation are several topics that are currently top of mind to many of his clients. He concentrates his practice and book of business around serving employers with 5-150 employees, with a large representation from 20-75 employees. Brock is industry agnostic and takes a long-term, consultative approach to educating and informing any business owner that he interacts with. As one of the few lifelong Georgians, his network is deep and broad, and he derives great fulfillment by connecting the right people at the right times for the right reasons.
Brock is also deeply passionate about nonprofits and has served on multiple boards. The causes of food insecurity and mental health are especially close to his heart. He also supports several local nonprofits in both professional and personal capacities. He graduated from Emory University with a major in English. His better half is Bre, and they are coming up on 14 years of marriage…and they have an incredible fur baby named Wonton.
Contact Info:
Brock.Cline@insperity.com
iVision
Exclusive Partners
We are a full-service technology integration and management firm specializing in digital transformation. Our areas of expertise cover security, public cloud, digital workspace, enterprise infrastructure, and business applications.
Team
David Degitz
LinkedInDavid joined ivision in early 2007, when it had $1.5m in annual revenue and has helped the company grow through healthy and sustainable expansion. David is responsible for ivision’s culture, strategy and execution. He is passionate about high-performing teams, as well as earning and continuing to develop “clients for life” where the term “client” refers to both internal and external relationships.
David holds a business degree from Penn State University. After college, he played professional basketball in France before returning to the U.S. to start his business career in 1996. David lives in Atlanta with his wife and two sons, and enjoys the outdoors, golf, swimming, biking and reading.
Email: ddegitz@ivision.com
Ashley Edwards Altman
LinkedInI come from a family of entrepreneurs and have always had a passion with working with industry leaders and C-level executives. I love making connections and connecting others so if I can ever connect you then I am happy to do so.
My passion is driven by experience and desire to help businesses improve, architect and transform their IT infrastructure through our four key areas of expertise here at ivision.
My world perspective was informed and shaped when I went to study abroad and received my M.E.D as I learned to approach life with an open and curious mind and perspective. Every day this experience shapes my curiosity around every business I work with, and I approach every business with an inquisitive mind.
If you ever want to talk business over a game of tennis let me know. 🙂
Email: aaltman@ivision.com
J.P. Morgan
Exclusive Partners
About us: We aim to be the most respected financial services firm in the world, serving corporations and individuals in more than 100 countries.
Who we are: In a fast-moving and increasingly complex global economy, our success depends on
how faithfully we adhere to our core principles: delivering exceptional client service, acting with integrity and responsibility and supporting the growth of our employees.
Juvare
Exclusive Partners
Juvare provides Enterprise Resilience Solutions for organizations to connect to the critical resources, data and mutual assistance they need to bounce forward stronger following incidents and planned events. Juvare is in 25 countries, 50 U.S. states and some U.S. territories, serving 3,500 U.S. hospitals and 30,000 healthcare facilities, and more than 50 federal U.S. agencies, 600 emergency management agencies and 80 corporations. Juvare has supported over 500,000 emergency response incidents annually.
Team
Rajib Roy
LinkedInROLES
* CEO, largest Emergency Management software firm in US
* CEO, largest pure play firm in Educational Assessments
* CEO, largest Geospatial Big Data and analytics firm in US, private equity held
* President, global business unit, public company in finance sector
* Board of Directors, multiple high growth companies
EXPERIENCE
Industries : Software, Technology enabled Services, Data and Analytics
Investment Thesis: Digital Transformation, SaaS Transformation
Value Creation : Carve Outs, M&A integration, Growth and Exits
Domain : Critical Workflows, Emergency Management, Education, Geospatial, Fraud, Supply Chain
Markets : Financial Services, Manufacturing, Federal and State and Local, K-12, Healthcare, select International
Ownerships: Public (3), VC owned/Startups (2), PE owned (3)
Marsh McLennan Agency
Exclusive Partners
Marsh McLennan Agency, a business of Marsh (NYSE: MRSH), is a leading provider of business insurance, employee health & benefits, retirement & wealth, and private client insurance solutions across the US and Canada. Marsh is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $24 billion and more than 90,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective.
Montag Wealth
Exclusive Partners
MONTAG has been a family-run wealth management business for 40 years, serving individuals, families, and institutions in Atlanta and across the country. We know that every client and institution we serve has their own unique story and mission, one that deserves more than a conversation with an anonymous voice, conducted over a customer service line. For individuals and families, we take the time to get to know you — to learn how you have built your net worth and understand your investment philosophy and priorities. Above all, we listen to your financial goals, dreams, and fears. For institutions, we start with a clear understanding of the balance sheet obligations and income statement. This information is a key part of the research and analysis necessary to develop customized investment objectives, including risk tolerance and other investment criteria. From there, we structure institutional portfolios, like endowments, accordingly, taking into account risk and return dynamics as well as the fiduciary obligations of board and staff members. One of the main differences in working with MONTAG is that our clients have direct access to their Portfolio Managers, allowing them to build lifelong relationships with professionals who have years of front-line investing experience. We don’t rely on selling models or off-the-shelf investment products. We don’t try to fit our clients into a box. Together, we craft a personalized investment strategy in an effort to protect your assets and grow your wealth over generations. When your goals or life circumstances change along the way, your Portfolio Manager is only a phone call away to ensure your strategy evolves with your circumstances. Visit our website at www.montagwealthmanagement.com or contact our Client Services team today by calling 404.522.5774 / emailing info@montagwealth.com to get in touch.
Team
Ned Montag
LinkedInAs Chief Executive Officer of MONTAG, I have overall managerial responsibility of the firm and day to day I oversee business development, marketing, compliance and operations. After completing an MBA at Emory, I joined my father, mother, and brother (now President and CIO) at MONTAG in 1996, and took over the reins as CEO in 2009. I am eager to continue growing this company, now in its 40th year, working directly with both clients and prospects, and developing the staff that is, ultimately, MONTAG’s greatest asset.
Email: nedmontag@montagwealth.com
Larry Mendel
LinkedInVice President of Sales
Larry has principal responsibility for developing the number and quality of relationships to help grow the firm’s client base. His focus is on finding new business opportunities through spending time with current clients, acknowledged prospects, and qualified intermediaries.
Prior to joining MONTAG in 2016, Larry spent five years as Principal and Co-Founder of a local RIA firm, which has since merged with another firm in Texas. In the years before starting his firm, Larry spent 27 years with Davis, Mendel and Regenstein, Inc. — a broker-dealer for Ned Davis Research, Inc. At NDR, Larry served more than 120 institutional firms while becoming a Managing Director. His strong client relationships led him to become one of the top sales representatives in the firm. Coincidentally, Larry was the client representative who covered MONTAG for many years.
Larry is a native of Atlanta, with family roots here dating to 1890. He has two sons and a daughter, all residing and building careers in the Atlanta area. Outside of the office, Larry enjoys being with family, golfing, cooking, and spending time at the lake.
Email: LarryMendel@montagwealth.com
NOW CFO
Exclusive Partners
We provide immense value by taking a unique approach to analyzing company financials from the bottom up. We provide in-depth insights on the entire lifecycle of the customer journey, from the initial touchpoints to the completion of a purchase. Our team of professionals ranges from staff accountants all the way to Controllers and CFOs. We utilize our team of experts to find the best fit for your company’s needs. Whether your organization is a small start-up or a major corporation, NOW CFO is dedicated to delivering the results you are looking for.
Team
April Diemer
LinkedInApril Diemer is an enterprise growth catalyst whose financial acumen illuminates the foundation of her clients’ business agility.
It’s imperative to integrate elite financial literacy between sales, marketing, operations, and leadership to achieve cross-departmental milestone achievements.
Her industry-agnostic expertise derived from scaling emerging ventures to global enterprises remain the bedrock of her operational process *Align. Architect. Accelerate*.
April’s macroeconomic foresight harmonized with relentless daily execution creates a growth-centric cultural symbiosis.
From idea through acquisition, April’s problem-solving prowess has manifested a renowned reputation of consistently maintaining the goal of the C-Suite: integrity of momentum.
Email: April.Diemer@nowcfo.com
John Brock
LinkedInEmail: John.Brock@nowcfo.com
Puzzle
Exclusive Partners
Puzzle Recruitment is a recruiting and nearshore staffing company based in Atlanta, GA. We take an integrative approach to streamline the hiring process connecting bold companies and bright people to working together. Whether you’re searching for a new job or filling a position, Puzzle Recruitment can help. Our recruiting expertise spans a broad range of fields, including Sales & Marketing, IT, Customer Service, and more.
Team
Carlos A. Delcid
LinkedInPuzzle Recruitment is a recruiting and nearshore staffing company based in Atlanta, GA. We take an integrative approach to streamline the hiring process connecting bold companies and bright people to working together.
Whether you're searching for a new job or filling a position, Puzzle Recruitment can help. Our recruiting expertise spans a broad range of fields, including Sales & Marketing, IT, Customer Service, and more.
You make the hire; we make it simple. Let's connect!
carlos@puzzle.tech
Smith, Gambrell & Russell
Exclusive Partners
Smith, Gambrell & Russell, LLP is a full-service, international law firm that advises regional, national, and global businesses on a wide range of legal matters. The Firm’s more than 400 professionals provide legal counsel in more than 50 specialized practice areas, including corporate transactions, litigation, intellectual property, aviation, banking, real estate, insurance/reinsurance, construction, employment law, international, and employee benefits and executive compensation. Founded in 1893, Smith Gambrell has 15 domestic and international offices, including Atlanta; Austin; Charlotte; Chicago; Houston; Jacksonville; London; Los Angeles; Miami; Milan; Munich; New York; Southampton; Tampa; and Washington, D.C.
Taft (Morris, Manning & Martin)
Exclusive Partners
Taft is a full-service law firm with national and international reach. We dedicate ourselves to the constant pursuit of our clients’ success. In order to provide our clients with optimal value, we combine market-leading legal services with a total understanding of their needs to maximize effectiveness, efficiency and opportunity. Our Firm and lawyers possess a keen understanding of our clients’ businesses and the sectors in which they operate. Legal solutions are delivered by industry-focused, diverse, involved lawyers who are dedicated to their clients’ success, whether in a transaction, in court or in the everyday course of business.
Team
David M. Calhoun
LinkedInDavid M. Calhoun is a partner in the firm’s Corporate Securities, Mergers and Acquisitions, and Financial Technologies practices. Mr. Calhoun practices in the areas of corporate finance, securities, and mergers and acquisitions. He has significant experience in public and private securities and corporate finance, including representation of issuers, underwriters, and investors. Representative transactions include debt and equity offerings (public and private), going private transactions, venture capital financings, IPOs, secondary offerings of common and preferred securities, PIPEs (private investments in public equity), and tender offers. Mr. Calhoun has been active in mergers and acquisitions for public and private companies, including acting as counsel in transactions ranging in size from less than $100,000 to over $1 billion. Representative M&A transactions include representation of both buyers and sellers in mergers, asset sales, stock sales, international and cross-border transactions, and leveraged buy-outs. He has represented companies in numerous industries, including technology, financial technology, green tech, logistics/freight forwarding, medical devices, business process outsourcing, manufacturing, and financial institutions. Mr. Calhoun’s practice also includes general corporate counseling, corporate governance, audit and special committee representation, and securities law compliance matters.
Email: dmc@mmmlaw.com
Alexander Scharyj
LinkedIn
Trevelino/Keller
Exclusive Partners
Trevelino/Keller is an Integrated PR+Mkt+Creative firm delivering award-winning brand, go to market and accelerated growth programming. In 2024, it acquired Marsden Marketing, a nationally recognized growth marketing firm, as part of its growth marketing expansion which features HubSpot Platinum Partner Status. It’s 3Gen Revenue Optimization Methodology is differentiated in by its inclusive, unbiased approach to demand, reputation and lead gen integration. Its vertical market B2B depth is acknowledged by its national ranking in 12 industry segments led by technology, healthcare, financial services, transportation, manufacturing, energy and franchising. Recognized as one of the 29 best firms to work for in North America, it continues to own the country’s #1 talent retention.
TriNet
Exclusive Partners
TriNet provides full-service HR solutions, so you get time back to focus on your business, your employees get HR support and your business gains the HR guidance it needs.
Atlanta CTO Club
Community Partners
ATL CTO gathers the best and brightest product development tech leaders. Then, we bring them together to network and collaborate. We’re all about learning from each other. Plain and simple. We bring great people together to exchange innovative ideas. We’re united by our passion for building technology, right here in Atlanta. https://www.atlantacto.org
Team
Nandu Shah
LinkedInI like to build. Software. Infrastructure that runs software. Teams that build software and run infrastructure. Organizations that deliver value through technical achievement. I like to build.
For over 20 years I have worked with engineering teams large and small, at companies large and small. Together we optimized MPLS networks with hundreds of nodes in real time, we automated the planning of $65M/yr of IP and voice capacity, we delivered self-service insurance claims to 40M mobile phone users, and we migrated petabytes of data and over 150M users to Google Cloud Platform.
I'm interested in truly agile approaches to getting things done and in continuously improving my product, my team, and my craft.
Jay Sandhaus
LinkedInJay Sandhaus is a technology executive with twenty years experience growing companies, building teams and delivering great software. He is hands-on and loves to code as well as manage and set technology direction.
Jay leads the technology organization at PriorAuthNow, an innovative health care technology company. Previously he was Sr. Vice President of Technology at Mobilewalla, a consumer intelligence company that specializes in data science and artificial intelligence, and CTO of PlayOn Sports and the NFHS Network. Before PlayOn, he was Senior Director of Content Management and Social Media at Turner, where he built the publishing platform for Turner’s digital properties, including CNN.com, NBA.com, and NCAA.com. Jay wrote software for the Foreign Exchange desk at Goldman Sachs and led development of Emmy-award winning projects for the PGA Tour and NASCAR.com at Sportvision. He serves his community as the treasurer of the Freedom Park Conservancy and organized the Friends of Freedom Bridge. Jay received a MS in Computer Science from Columbia University.
Specialties: AWS, Video, Leadership, Building teams, Planning, Strategic vision, Product Development
Atlanta Tech Village
Community Partners
Atlanta Tech Village is America’s 4th largest tech hub. The Village hosts a thriving ecosystem of innovation in two locations: Buckhead, powered by a 103,000 square foot building, and downtown Atlanta, featuring cozy coworking spaces. Our mission is to support and inspire entrepreneurs to achieve success through a community that promotes faster connections between talent, ideas and capital. In our first 10 years, our startups raised over $3.2 Billion in capital and create more than 10,000 jobs. We have Mentors, Advisors, partners, sponsors, investors, and more. Join our pre-accelerator program, Startup Summer School, Pitch Event, or Friday Startup Chowdown lunches. We offer 300+ events a year catered to entrepreneurs’ needs. Over 300 startups call the Village home. If you are changing the world through technology, you should be one of them.
CREATE-X (Georgia Tech)
Community Partners
Georgia Tech is a leading public research university committed to advancing technology and improving the human condition. Founded in 1885, the Institute combines rigorous academics with a culture of innovation, service, and global impact. More than 53,000 students from all 50 states and over 146 countries study here, preparing to shape industries and strengthen communities.
Fusen World
Community Partners
At Fusen, we’re lighting the fuse on student founded companies through our platform – bringing together (n) ideas and founders. The Fusen platform fosters community amongst student founders leveraging open accelerator models that provide access to the resources needed to successfully launch and grow their companies. The benefits of the Fusen platform expand beyond the community of student founders and traditional resources to connect our student founders to industry and skillset-based mentors, investors, and funding opportunities. Founded in 2022 by Christopher W Klaus, Fusen was launched to empower student founders across the world to successfully launch and grow their startups. After starting his first company in his dorm room at Georgia Tech in the early 1990s (and successfully exiting in 2006), Christopher has been passionate about increasing the awareness, resources, and opportunities for college students to pursue starting their own company while in school. This passion led to the creation of the CREATE-X program at Georgia Tech, as well as two additional accelerators – NeuroLaunch and CyberLaunch. His support of student founded companies goes well beyond accelerators and mentorship. Through the Fusen Fund, Christopher and his team have invested, as the first investor, in more than 100+ companies over the past decade. After a decade of witnessing the success of student founded companies, Christopher is ready to launch his efforts on a global scale – providing students from all over the world with the community, support, and resources needed to successfully launch their own startups.
Hypepotamus
Community Partners
OnBoard
Community Partners
Established in 1993, OnBoard is the leading authority on women in the boardroom and executive suites of Georgia public companies, and a catalyst to increase female directors and executive officers at public and private for-profit companies. OnBoard was among the first organizations in the country to recognize that the mission to increase the number of women on boards would require an organized effort. We were also the first in the United States to field a study — now in its 32nd year — benchmarking the number of women on corporate boards and the state of women leadership in Georgia. Our community includes those who support the growth and development of women to the highest levels in an organization and gains a national voice through the InterOrganization Network (ION). Our activity focuses on assisting women in raising their visibility for board candidacy, connecting companies with qualified women for board service, and recognizing inspirational achievement through our annual Lettie Pate Whitehead Evans Award and Excellence Awards
Stone Soup Technology
Community Partners
Stone Soup Tech is a US-Romanian company specializing in innovative and complex software projects that integrate Artificial Intelligence, big data, web or desktop solutions and native or hybrid mobile applications. Product market fit is the key for a product to achieve its purpose and be successful. As a result, we have extended our team to offer product and brand strategy, UI&UX design, and digital marketing. We understand the client’s business, and we work together with them to achieve their objectives! https://www.stonesouptech.com
Team
Brad Constantinescu
Brad Constantinescu has been doing project based software development & management for the past 16 years, with a track record in AI & Data Mining applications.
He is the current President and CTO of Stone Soup Technologies, a US software development and media agency. Stone Soup Tech is based in the Atlanta area and London, with a decent sized development team based in Romania.
He is also the CTO of JustNow Inc, an AI powered food waste start-up, as well as Interim CTO for HealthWitz, an AI powered health start-up.
After going through the Springboard business accelerator in 2012 (currently TechStars London), Brad wanted to help other start-ups on their journy so he became a TechStars mentor.
In the past he was the CTO of 2MinuteValet, a parking management start-up, as well as the CEO of Housepedia, a real estate technology start-up based on AI. He’s been involved in developing Mobile & Online education with the School of Values NGO (www.scoaladevalori.ro), both as a project manager & lead developer for the www.growedu.ro platform student & trainee tracking application.
He has a Master’s degree in Artificial Intelligence from the Faculty of Mathematics and Computer Science, University of Bucharest.
With the AI Olympics AI-MAS team (www.aiolympics.ro/2011/about/the-team/) he's been a lead developer and architect for an AI game platform & SDK development: a platform made for AI's to battle in a popular turn based strategy game, including multi-threaded test servers and SDKs for AI development
He was CEO of a Romanian internet company at the age of 22 – Omnitech Net.
Specialties: Software architecture & development, Project & business management, Artificial Intelligence
Brad has a passion for challenge and innovation and works towards transforming the world into a better and smarter place by use of technology.
Amanda Dowis
LinkedIn
Tech North Atlanta
Community Partners
Tech North Atlanta (previously the Tech Alpharetta and the Alpharetta Technology Commission), the first organization of its kind in Georgia, was established in 2012 by the City of Alpharetta and is an independent, 501(c)(6) nonprofit organization today. At the time of the organization’s founding, Alpharetta’s predominant industry was technology. In January 2026, the organization rebranded as Tech North Atlanta to reflect its expanded mission to serve the broader North Atlanta tech community. The new name marks a significant milestone in the organization’s growth and in the active participation of technology companies and professionals who live or work in the North metro region.
Venture Atlanta
Community Partners
Venture Atlanta is the region’s largest venture conference gathering together more than 1,200 entrepreneurs, investors, leaders, and students for a high-caliber, 2-day conference. We began 14 years ago with one mission – to connect companies to capital. Today, this mission has expanded beyond monetary capital to connect startups with the resources, network, clients, partnerships, and talent they need to grow. Venture Atlanta has played an important role in the tech ecosystem of the Southeast and is proud to be a part of so many success stories in the community. Our network of 575 alumni companies have collectively achieved have led to $4.7B in funding raised and $14B in successful exits. It takes a village to make an event as exceptional as Venture Atlanta a reality. Our incredible team of leaders and visionaries work throughout the year to recruit the best companies, investors and sponsors to bring the event to life. http://ventureatlanta.org
Team
Allyson Eman
LinkedInSales, Marketing and Business Development senior leader and executive with over 30 years of experience. I have what it takes to help a company, conference or organization grow and thrive! Extensive fundraising skills.
At SouthStar Funding, I was responsible for all marketing and communications during my 9 1/ 2 year tenure. SouthStar Funding grew to be one of the most reputable, respected and trusted wholesale mortgage lenders in the country. SouthStar received many accolades including A+ Employer, Fastest Growing Privately Held Company and was on Inc. 500's list of fasting growing privately held companies.
I am currently the CEO for Venture Atlanta. Venture Atlanta is the premier investor showcase in the Southeast. The conference brings the most innovative technology companies together with top-tier investors from around the country. It is an opportunity for anyone who works with emerging technology companies or investors to network, interact and make great connections.
Richard Fraim
LinkedInPartner at Knoll Ventures
Wellstar Foundation
Community Partners
At Wellstar Health System, our mission is to enhance the health and well-being of every person we serve. Nationally ranked and locally recognized for our high-quality care, inclusive culture and world-class doctors and caregivers, Wellstar is one of the largest, most integrated healthcare systems in Georgia. Our specialists and primary care providers work in a multidisciplinary environment with nearly 30,000 diverse team members throughout our hospitals, health parks and medical offices. Communities can also access our outpatient centers, a pediatric center, nursing centers, and hospice and home care services. We’re proud to be home to the second-largest Emergency Department in the country, as well as being the only system in Georgia operating multiple trauma centers. We’re also known for our exceptional work culture, featured on the Great Places to Work®, Fortune 100 Best Companies to Work For® and the Seramount Best Company for Multicultural Women® lists. We continue to attract the best and the brightest in healthcare. At a time when our industry is changing rapidly, Wellstar remains committed to exceeding expectations from our patients and team members, while transforming healthcare delivery. We stand behind our values to serve with compassion, pursue excellence and honor every voice.
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