Sadis Networking Dinner
Attendee Book October 29th, 2025
Paul
SADIS & GOLDBERG LLP
PARTNER
212.573.8158
pmarino@sadis.com
https://www.linkedin.com/in/pamarino/
Paul Marino is a partner in the Financial Services Corporate groups. practice matters concerning financial services, corporate law and corporate finance. Paul provides counsel in the areas of private equity funds and mergers and acquisitions for private equity firms and public and private companies and private equity fund and hedge fund formation.
Paul works on a variety of M&A transactions, including leveraged acquisitions, divestitures of business divisions, going-private transactions, and other strategic acquisitions and dispositions, in the following industries: manufacturing, telecommunications, consumer products, hospitality, healthcare, and technology, among others. His practice also includes joint ventures and general company representation matters.
Paul has represented national and multinational corporations, ranging from telecoms to tech companies, as well as real estate syndication and financial investors and investment advisors. He has also negotiated and structured a number of U.S. domestic and cross-border mergers and acquisitions and joint ventures.
Charles Anastasia
732.332.1700
canastasia@saxadvisorygroup.com
linkedin.com/in/
Charles Anastasia is a seasoned CPA with over 25 years of experience in the accounting and finance sectors, and niche expertise in the Real Estate industry. Since earning his CPA designation in 1997, Charles has built a robust career spanning the Big Four, national firms, and boutique practices, alongside owning a successful financial services business. He is licensed in both New York and New Jersey. Charlie joined SAX in the 2024 acquisition of Sewald & Anastasia CPAs, where he served as owner and Managing Partner.
As the leader of SAX’s Real Estate Practice, Charles has extensive expertise in tax and compliance, having held senior leadership positions as Senior Vice President at two multi-billion dollar publicly traded Real Estate Investment Trusts (REITs). His client service portfolio is diverse, encompassing high-networth individuals, corporations (both S and C), partnerships (LLCs and LPs), public and private REITs, Opportunity Zone Funds, real estate and private equity funds, management companies, and small businesses.
Thomas Baker
linkedin.com/in/
Thomas is a seasoned technology executive with over two decades of leadership in IT services, with a focus on the financial services and alternative investment sectors. In RFA, he drives strategic growth by forging partnerships with hedge funds and private equity firms, delivering cutting-edge solutions in IT service management, cloud, compliance, and cybersecurity.
With a proven track record in increasing annual recurring revenue (ARR) and managing large client portfolios, Thomas excels in client relationship management, sales strategy, and team leadership. He has led transformative initiatives (including global cloud deployments and operational mergers) consistently delivering measurable outcomes for clients.
Passionate about innovation and customer-first excellence, Thomas brings deep industry expertise and a strong commitment to building trusted, long-term relationships.
Neil Benedict
New York Life Insurance Company Agent
nbenedict@ft.newyorklife.com
linkedin.com/in/neilbenedict
As a licensed Agent of New York Life Insurance Company, I help clients with the money they never want to lose and never want to pay taxes on. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.
Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. I am not licensed in all jurisdictions.
Jim Berger
New York Private Bank and Trust
MANAGING DIRECTOR
BergerJ@nypbt.com
linkedin.com/in/jim-berger-6028105
Jim Berger is a Managing Director with New York Private Bank & Trust. He is responsible for new business development for all divisions and affiliates of Emigrant Bank. Prior to joining New York Private Bank & Trust, Mr. Berger spent 23 years in the global insurance market, specializing in the entertainment industry providing insurance and completion bonds for several Academy Award® winning films. Mr. Berger currently holds several Board seats including the Trust of the Metropolitan Opera, as well as Aperture Media Partners, a business he introduced to Emigrant Bank.
Mr. Berger and his wife support several national charities including Make-A-Wish. A graduate of Boston University, he currently sits on the alumni board of New York City.
Mr. Berger lives in Manhattan with his wife and young son. He is an avid golfer and skier.
Jonathan Bernstein
Sadis and Goldberg PARTNER
212.573.8030
jbernstein@sadis.com
https://www.linkedin.com/in/jonathan-bernstein-8765058a/
Jonathan Bernstein is a Partner in the Financial Services and Corporate groups. Jonathan focuses his practice in matters concerning mergers & acquisitions, corporate law and general corporate counseling. He serves as a trusted advisor to private equity sponsors, family offices and middle-market and familyowned businesses across industries. Jonathan has experience representing clients across the fashion, apparel, distribution, consumer products, media, manufacturing, healthcare, technology and hospitality industries, among others. He assists our clients in connection with acquisitions, divestures, sales and financing. Our clients benefit from Mr. Bernstein's knowledge of their businesses to execute transactions, along with his extensive experience executing complex transactions. As an outgrowth of the close relationships he develops with our clients, Jonathan routinely works with our clients to craft business strategies which meet their business priorities while managing risk. He also serves as an outside general counsel, advising on the full gamut of day-to-day legal issues. He takes a practical approach to deal-making that puts a premium on big-picture issues that matter to his clients.
John Bova
Wipfli
Managing Director
john.a.bova@gmail.com
linkedin.com/in/johnabova
John A. Bova is an entrepreneurial, high-energy executive with deep global experiences who has successfully driven growth and created value for privately owned and private-equity owned businesses.
John thrives in business environments where he is mandated with building and developing new business, integrating add on acquisitions and leveraging relationship to rapidly monetize and grow revenue. He is an analytical thinker and marketing leader with direct experience identifying business and acquisition growth opportunities while also successfully leading Cost Optimization, Technology Transformation, Commercial Excellence, Revenue Operations, Data-Business Intelligence, Analytics, Finance Excellence, Human Capital Strategy and Value Creation . John’s leadership has resulted in growth, new business development, expanded EBITDA and process maturity.
Michael Cacciaguida
US CAPITAL GLOBAL
VICE PRESIDENT
Mcacciaguida@uscapital.com
https://www.linkedin.com/in/michael-cacciaguida-75a20710/
Michael Cacciaguida brings over 30 years of expertise in sponsor (client) and institutional financing solutions. For more than two decades, he was a key player at Champion Mortgage, ultimately rising to the position of President and CEO. During his tenure, he spearheaded the development of a robust business model and cultivated a sales culture that emphasized client satisfaction and talent retention. Under his leadership, Champion Mortgage was acquired by Fortress Investment Group from KeyBank, a transition he adeptly managed while overseeing a workforce of 750 employees.
Before joining US Capital Global, Mr. Cacciaguida served as Vice President of Capital Markets for New Degree Growth, a family office with a portfolio of over 100 companies. His career also includes roles as Regional Vice President of Castle & Cooke Mortgage, Managing Partner at Cass Partners LLC, and Senior Vice President at the Federal Savings Bank.
From 2008 to 2019, Mr. Cacciaguida ventured into various entrepreneurial and investment opportunities, focusing on sectors such as artificial intelligence, education, oxygenated bottled water, and paper products. Notably, between 2012 and 2015, he was the Director of Capital Markets at Vecron Lordstock Group, a boutique project finance firm. There, he leveraged his extensive network to secure solutions from leading institutional firms on Wall Street for diverse projects in real estate, energy, aircraft, and technology.
Mr. Cacciaguida holds an Executive M.B.A. from the Weatherhead School of Management at Case Western Reserve University in Cleveland, Ohio, and a B.A. in Business Administration and Management from Eckerd College in St. Petersburg, Florida.
Glen Carballo
Glen.Carballo@dime.com https://www.linkedin.com/in/gcarballo/
At Dime Community Bank I develop customized commercial banking solutions for new and emerging alternative investment fund managers and family office investors.
My 20 years of commercial banking experience has helped me to understand pain points and opportunities for ambitious hedge fund and private markets investment managers which I leverage to provide them with a best-inclass service, being a true partner to my clients by living and breathing the mantra of the ‘3 E’s’ – Expertise, Efficiency, and Execution.
I’m a ferocious networker which has provided me with a lengthy contact list of investors, asset managers and service providers, which I utilize to support my clients with appropriate referrals. I’m also a content sponge, staying on top of the latest trends in the alternative investment space so that I can stay pro-active, and not be re-active, with my customers.
Kyle Coughlin
J.P. Morgan Private Bank PRIVATE BANKER
kyle.coughlin@jpmorgan.com
linkedin.com/in/kylejcoughlin
Kyle is a Banker in the New York office of the JP Morgan’s Private Bank. He has had the opportunity to work on some of the bank's most significant relationships, bringing a wealth of experience in working with business owners, families, and affluent individuals. Kyle is passionate about helping people and is dedicated to understanding and achieving his clients' unique goals and ambitions.
He and his team have built customized investment portfolios that address a variety of unique situations, including private business liquidity events, risk management of concentrated assets, philanthropic and charitable planning, and optimizing complex balance sheets. Additionally, Kyle helps clients navigate the various lines of business within JP Morgan to deliver a seamless and integrated financial experience.
Kyle credits his success to his genuine curiosity about individuals and what interests them, which allows him to build long-lasting, impactful relationships. As a client advocate, he leverages the full resources of the firm to deliver holistic strategies that help protect, grow, and transfer wealth.
jim@usepelorus.com
linkedin.com/in/cummings2
Michael Daurio
BD&J Injury Lawyers
Associate Attorney
855.906.3699
linkedin.com/in/michael-daurio-95a555198
Michael Daurio is a Los Angeles-based personal injury attorney specializing in the litigation of matters involving catastrophic injuries. He received his law degree from Southwestern Law School, where he earned the CALI Excellence for the Future Award for his performance in Evidence, in addition to a Witkin Award in Community Property.
At BD&J, Michael has handled cases involving motor vehicle collisions, wrongful death, premises liability, and dog bites. He has recovered more than $60 million for his clients, priding himself on the personal relationships he develops with them. Michael’s passion for this work derives from the appreciation that his clients trust in him to provide top-notch legal representation in what is often their greatest time of need. Injury victims have only one chance to receive a monetary figure as compensation for a myriad of life-changing and lifelong harms, and Michael will not stop until that figure reflects full justice for his clients.
sdavidson@amuletcg.com
linkedin.com/in/steven-davidson-a333888
Steve has over twenty years of experience as a Chief Operating Officer and/or Chief Financial Officer across the wealth management and private equity industries.
Carrie Dilauro is the Director of Operations at Hamilton Robinson Capital Partners. She joined HRCP in 2009 and brings over 25 years of experience in global manufacturing and finance. She is responsible for a wide scope of operations management for the firm including investment sourcing, investor relations, marketing, IT, facilities management, human resources, compliance, ESG and accounting. Prior to HRCP, Carrie spent 15 years overseeing worldwide textile production for Jones New York and Baby Togs, Inc. Carrie received a Bachelor's Degree from Cornell University and a Master's Degree in Finance from Harvard University. She is an active member of the Association for Corporate Growth (ACG), a committee member of ACG NY Women of Leadership. She also sits on the Industrial Exchange Advisory Board and is a member of the Small Business Investor Alliance (SBIA), M&A Source, Opus Connect and the National Association of Professional Women.
Jeffrey Ferguson
Lakeview Growth Management
FOUNDER
JeffreyFerguson@lakeviewgm.com
linkedin.com/in/jeffrey-ferguson-089a111
As the Managing Member of Lakeview Growth Management, I lead an investment and advisory firm that specializes in LLM acquisitions and advisory services. With over 15 years of experience in finance, investing, and risk management, we bring the skills and knowledge to identify, evaluate, and execute complex and profitable deals across various sectors and markets. As important, at Lakeview we incorporate an impact framework that focuses on improving the lives of the employees and communities we invest in.
Warren Finkel
Omega Systems
MANAGING DIRECTOR – NORTHEAST
wfinkel@omegasystemscorp.com
www.linkedin.com/in/warrenfinkel/
Warren is the Managing Director of Omega Systems’ Northeast region. He previously led ACE IT Solutions for more than 13 years, before its acquisition by Omega in March 2022.
Warren brings decades of experience to the company, with impressive experience across business development, marketing, customer service and IT strategy. His long-standing relationships with customers and strategic partners in the hedge fund and private equity sector make him a trusted resource and sought-after advisor.
David Fitzgerald
SADIS & GOLDBERG
PARTNER
212.573.8428
dfitzgerald@sadis.com
https://www.linkedin.com/in/david-fitzgerald-408ab855/
David Fitzgerald's practice focuses on investment funds, securities, joint ventures, regulatory compliance and investment advisers. He regularly structures and organizes hedge funds, private equity funds, funds of funds, separately managed accounts and hybrid funds. Additionally, he advises private fund managers on structure, compensation, employment and investor issues, and other matters relating to management companies.
Drawing on his 16 years of experience as an institutional Chief Compliance Officer and General Counsel, David provides ongoing advice to investment advisers on securities law issues, Including SEC filings. His practice also involves counseling clients in SEC regulatory matters, including compliance issues related to registered advisers.
PKF O'CONNOR
SENIOR MANAGING
914 260. 102 7
egelb@pkfod.com
www.linkedin.com/in/ericgelb
Eric is a CPA and Senior Managing Director in Financial Services with PKF O’Connor Davies Advisory, LLC. He completed his MBA in Finance and Marketing. In addition to 20+ years in Public Accounting, Eric worked at Citibank and JP Morgan Chase in equipment leasing and securitization.
He currently advises the Board of Directors for a leading RIA that is combining two subsidiaries.
Eric’s clients include:
Private Equity, Real Estate and Hedge Funds
Family Offices
RIAs Services:
Fractional CFO
Transaction Advisory
Quality of Earnings due diligence relating to structured credit
Bradley Jones
Standard Normal
MANAGING PARTNER
bradley.jones@standardnormal.com linkedin.com/in/brad-jones-b048363 8
Brad Jones is the Founder and Managing Partner of Standard Normal, a Manhattan-based alternative investment firm specializing in energy trading and alternative fund investments. With a diverse background spanning professional athletics, quantitative investing, and clean energy finance, Brad brings a unique blend of analytical expertise and strategic vision to the firm.
Before founding Standard Normal in 2018, Brad spent four years in clean tech investing, focusing on venture capital and renewable energy real estate assets. His transition into energy trading was preceded by two years managing a quantitative public equities strategy, applying data-driven models and market analytics to drive performance.
Brad’s investment philosophy is rooted in identifying market inefficiencies and leveraging sophisticated quantitative strategies. His leadership at Standard Normal has led to the successful launch of two hedge funds.
Frank Marcucci
CORPORATE VALUATION ADVISORS INC
NATIONAL ADVISOR
610. 999. 4689
fmarcucci@corporatevaluationadvisors.com https://www.linkedin.com/in/frank-j-marcucci-jr-1812b58/
Frank is the National Director - Business Development for Corporate Valuation Advisors, Inc. (“CVA”) Mr. Marcucci is responsible for client development efforts in the Northeast Corridor, South Florida, the Midwest, Canada, Europe and Asia. The majority of Frank’s clients are fortune 1000, public and private companies, closely held enterprises, private equity, investment banks, hedge funds, trust & estate planning professionals, law and accounting firms. Frank has a 25+ year track record of creating and managing successful client relationships as well as implementing strategies and goals critical to CVA’s long-term success. In Frank’s opinion, the best evidence of CVA’s continued success within the valuation/advisory space, lies in the long-term client relationships and frequent engagement referrals CVA receives from its clients and their advisors.
CVA was founded in 1988. With its headquarters in Hartland, WI., the firm has regional offices in Philadelphia, PA, New York, NY, Cleveland, OH, and Chicago, Ill. CVA's valuation/advisory services include; purchase price allocation, fairness & solvency opinions, portfolio mark-to-market valuations, closely held stock, warrant and stock option valuations, the valuation of real estate & equipment, cost segregation studies and property tax appeal valuations.
Frank is a Member of the ACG New York Board of Directors, the ACG New York Cares, Board of Directors, Co-Chair of ACG New York's Membership/Ambassador Committee, Member of the ACG Philadelphia Chapter, Chair at the Devon Horse Show and a Member of the Radnor Hunt Race Committee.
Melissa McEntee
melissa@innovativedf.com
linkedin.com/in/melissa-mcentee-119801162
I am a highly ambitious individual with a strong drive to make a meaningful impact. I am constantly seeking new challenges to expand my knowledge and skills. My personable nature allows me to connect with others effortlessly, build strong relationships and foster valuable collaborations. I am results oriented which drives my ability to find innovative and efficient solutions to complex problems. I possess a creative mindset that enables me to think outside the box.
aross@agrcpas.com
Zak Ross-Nash
Bender Equity, LLC
OPERATIING PARTNER
zrn@benderequity.com
linkedin.com/in/zak-ross-nash-5bb04568
Adam Saks
A. Saks Advisory LLC
CEO
adam@asaksadvisory.com
linkedin.com/in/adam-saks-a3bb5319
Results-driven finance executive with over 15 years of experience in financial planning & analysis, strategic financial modeling, data analysis, and performance optimization within complex, high growth organizations. Specializing in corporate finance, built and led high-impact finance and FP&A functions at some of the world’s largest financial organizations, developed sophisticated projection models, and driven data-informed decision-making for executive leadership.
Michael Schmidt
Grant Thornton LLP
SENIOR MANAGER
mike.schmidt@us.gt.com
https://www.linkedin.com/in/michael-schmidt-44793939/
Asset Management Audit Senior Manager with over 10 year of experience, with a focus on Private Equity Funds and Fund of Funds. Mike is also the firm's Knowledge Management Ambassador for the Asset Management Industry.
Albert Sevillano
Toro Alpha Capital, LLC
PRESIDENT
albert@toroac.com
linkedin.com/in/alsevillano
Albert Sevillano is President and Founder of Toro Alpha Capital, where he focuses on structured finance in the commercial real estate sector. Mr. Sevillano has successfully overseen the origination and acquisition of over $4.5 billion in debt/equity since the inception of Toro Alpha Capital in 2020; across all asset classes such as hospitality, healthcare, office, retail, mixed-use and industrial. Prior to founding Toro Alpha Capital, Mr. Sevillano was Director of Marketing for Paragon Capital LP, where he focused on raising capital for a medium-sized PIPE fund based out of New York City. His track record includes adding $750 million to the fund’s AUM. Mr. Sevillano was also Managing Member of Fisher Enterprises and Mattis Capital, where he oversaw the funding of deals in excess of $3 billion ranging from Healthcare and Energy to mixed-use projects. Mr. Sevillano was trained and spent the initial years of his career at JP Morgan Chase, one of the nation’s top investment banks, where he was an investment advisor to high-net-worth individuals and family offices. Mr. Sevillano obtained a BS in Accounting from St. John’s University, Queens, NY.
Ron Smith
Bernstein Private Wealth Management
WEALTH ADVISOR
ron.smith@bernstein.com
linkedin.com/in/ronsmithab
Ron Smith leads a Wealth Advisory Team at Bernstein Global Wealth. His practice focuses on the unique challenges of Founders, Family Enterprises, and Philanthropists, as well as Generational Talents in both Sports and Entertainment.
Ron’s passion for helping clients understand and prepare for the emotional complexity wealth creates is what inspired him to join Bernstein Global Wealth. He establishes Family Governance structures and formalized conflict resolutions systems that can not only stand the test of time, but our flexible enough to “live and breathe” with the generations who carry it forward. By recognizing that values and communications styles can differ vastly among different generations, Ron prides himself in his ability and dedication to ensuring each family member feels seen and heard.
Through advanced tax mitigation strategies, Ron emphasis the importance of asset location and trust structures. His approach to financial complexity begins with Investment Infrastructure Optimization. Knowing its “not what you make, its what you take,” he is hyper focused on after tax results, which not only increases the growth of client wealth, but directs the flow of wealth in a meaningful way to both the rising generation, and the causes clients care about most.
Outside of work, Ron gives back, coaching youth hockey with the Rye Rangers organization, and volunteering within his community. Ron also serves on the board of “Gilda’s Club,” the Greater NY & CT chapter of Cancer Support Community, and is active in supporting Manhattanville University Alumni & Athletics Associations. His “me” time is spent on the Long Island Sound boating with family and friends, golfing, and watching the New York Rangers. Originally from Vancouver BC, Ron holds degrees in Economics and in Philosophy from Manhattanville University. He lives with his family in Stamford CT.
Thomas Strauss
Strauss Capital Partners
MANAGING PARTNER
917. 482. 7076
tjstrauss@strausscapital.com
https://www.linkedin.com/in/thomas-j-strauss-b3b6b66/
Tom Strauss, founder of Strauss Capital Partners LLC, has over thirty years of investment banking and operational experience. Tom started his investment banking career at Lehman Brothers and then joined Barclays Bank, where he was Co-Head of Mergers & Acquisitions at Barclays de Zoete Wedd, Barclay's investment banking subsidiary. Before establishing Strauss Capital in 2006, Tom was a Managing Director of Rosetta Partners LLC, a New York private investment/ merchant bank founded by several senior members of Lehman Brothers' management team. Strauss Capital specializes in smaller middle market M&A transactions, advising both sellers and purchasers, with transaction values in the $20-175m range. Many of Strauss Capital's recent transactions, which have included companies in automotive, cables & connectors and medical device, have been cross border, the result of strong relationships the firm has in France, Germany, Italy and the UK.
Tom is a graduate of the University of Rochester (Cum Laude) and received a Juris Doctor degree from American University Law School, where he served as Senior Editor of the Law Review. Tom grew up in Ossining, NY and currently lives in NYC. His wife is an art advisor and they have two children, ages 26 and 22.
SADIS & GOLDBERG
917.608.1344
mtaras@sadis.com
https://www.linkedin.com/in/mitchell-taras/
Mitchell Taras practices in the firm's Real Estate and Corporate groups. He represents clients in a variety of complex real estate transactions, including acquisitions, dispositions, financing, construction, leasing and joint venture negotiations involving apartment buildings, shopping centers, hotels and office buildings. Mitchell has represented both borrowers and lenders in mezzanine lending, securitized loans, and secured and unsecured credit facilities. He has also represented owners in connection with construction contracts and disputes.
On the corporate side, Mitchell counsels proprietorships, franchisees and other closely held businesses in their day-to-day operations. He also has extensive experience in structuring, negotiating and implementing various business transactions, including sales of assets; mergers and consolidations; acquisitions and dispositions of companies; joint ventures; business restructuring and reorganization; and preparation of employment, shareholder, partnership and limited liability company operating agreements. With his broad experience, he also serves franchisees, entrepreneurs and other clients in a diverse range of industries.
I have over fifteen years of experience helping clients seek returns through exceptional customer service and guidance for investment products. My team and I provide clients with proactive and keen insight into market dynamics and individual characteristics of equities, debt, and alternative investments that result in timely advice. I pride myself in anticipating needs, solving problems, and following through on commitments to clients. Here are some of the advantages of working with me:
• Through me, my clients gain access to a powerful syndicate platform which offers retail investors many of the same capabilities as institutional investors. I help clients understand and make use of proprietary platforms and trading tools
• I analyze market trends and develop strategies that seek to capitalize on market shifts and broad market moves
• I assist all of my clients with understanding appropriate investment strategies and products to pursue their long and short term goals
• I research clients standing to generate a “big picture” assessment of their holdings and goals – which allows me to best service their account
• I provide technical guidance for purchasing individual securities and investment products
• Forte Capital assists companies raise capital through private placements and public offerings through Ceros Financial
azahn@gnosismanagement.com
COMPANY OVERVIEW
FOCUSED ON SOPHISTICATED REPRESENTATION
The firm maintains a diverse, business-oriented practice focused on investment funds, litigation, corporate, real estate, regulatory, tax and ERISA. Drawing on the experience and depth of our attorneys in these distinct areas, we can leverage each attorney's industry specific knowledge to help our clients succeed. This collaborative approach brings to the table a collective insight that contributes to sensible, efficient resolutions, and allows us to remain attentive to the cost and time sensitivities that may be involved.
Sadis & Goldberg's clients include domestic and international entities, financial institutions, hedge funds, private equity funds, venture cap ital funds, buyout funds, commodity pools, and numerous corporate and business entities oper ating in a variety of industries around the world.
WWW.SADIS.COM
Sadis & Goldberg's Corporate group represents business entities in all stages of growth, from small startups and emerging businesses to large and long-established business entities. Our attorneys act as ongoing transactional counselors and resolve complex issues in the United States and internationally, in areas such as mergers and acquisitions; contract negotiations, technology agreements, TMT transactions (tech, media, and telecom) activist investing; derivatives; private equity, hedge funds, and venture capital; securities regulation; PIPE transactions; banking and finance; and capital markets. The broad nature of the services we render reflects the wide scope of our clients' needs and the many and varied industries in which they operate. Attorney teams drawn from the firm's related legal areas collaborate to provide the experience needed for each of these transactions, including counsel on issues related to tax, real estate, labor, ERISA, litigation and intellectual property, as the client's circumstances require.
FOCUSED ON YOU
Our passion for service, deep business and financial services experience, and our sensible billing model, provide uncommon value without compromise. See how we can help with:
• Financial Services Litigation
• Real Estate
• Family Office
• Tax
• Fund Formation
• Regulatory Compliance
• Private Equity
• Mergers & Acquisitions
Held on every other Tuesday at 8:30 a.m., these meetings are collaborative conversations on industry hot topics, hosted by Paul Marino. Please note, all meetings are first-come, first-serve and all submissions will be subject to approval and capacity restrictions. Feel free to add our business breakfast schedule to your calendar.
https://www.sadis.com/insights/business-breakfast-winterspring-2024-calendar
We're excited to announce our next event, which will be held on December 11th, at Flames Steakhouse at 7pm. If you're interested in attending, please RSVP by emailing Ashley North at anorth@sadis.com or Lauren Scott at lscott@sadis.com.
We look forward to seeing you there for another evening of networking and collaboration!
