Inspiration from Daniel Burnham upon accepting the 30th annual Burnham Award for Distinguished Leadership, I was humbled to receive the Chicagoland Chamber of Commerce 30th Annual Daniel H Burnham Award for Distinguished Leadership on November 16 2021 surrounded by many of my friends colleagues and associates and mentors in business Thank you to Jack Lavin and the Chamber Board including Kevin Cassidy and Bruce Lubin my colleague Erik Barefield and everyone at the Chicagoland Chamber of Commerce for…, 1 First assess where you are—and where you’re going, Consider engaging an external partner to identify your organization’s current strengths and opportunities for improvement The result will be a valuable strategic roadmap that aligns with overall firm strategy, 2 Second deepen retention through high-value programs and benefits, from employee resource groups and support for families to wellness programs and student loan forgiveness These types of benefits go a long way in confirming your commitment to employees, 3 Third continue to listen and learn, Only by gaining deeper understanding of underlying issues concerning inclusion can we truly progress, 4 And finally engage meaningfully with strategic partners, Find out which organizations are working to advance inclusion in your industry and support their mission programming and events These five actionable measurable steps have the power to Strengthen communities Enhance our workplace culture client service and financial results And most importantly change lives I call upon the business community in Chicagoland and beyond to deepen your ongoing…

On behalf of the firm we are pleased to share that we have deepened our partnership with Women Employed (WE through support for WE’s Summer Leadership Program alongside two family foundations WE is a Chicago nonprofit that has worked to improve the economic status of and remove barriers for women since 1973 At Mesirow we prize the dynamic evolution of a workplace that values diverse thought and…

Oakley and Pontikes to lead exceptional group of experienced sector-focused bankers and an established execution team, Group serves as middle market investment banking advisor to entrepreneurs financial sponsors and large corporations, CHICAGO February 29 2024, – Mesirow an independent employee-owned financial services firm today announced the promotion of, Adam Oakley, and, Rocky Pontikes, to Co-Heads of Mesirow Investment Banking In addition to their current responsibilities they will now provide strategic direction and oversight for the group and manage its day-to-day operations Mesirow Investment Banking has completed more than 325 transactions in recent years across its covered industry verticals With a focus on middle market M&A transactions its clients include…, Natalie Brown, Mesirow’s CEO, “I look forward to Adam and Rockys contributions as we continue to grow the practice and serve our clients domestically and abroad” Oakley and Pontikes assume responsibility for the group as, Brian D Price, becomes CEO of Mesirow’s $10 billion Wealth Management business 1 “Adam and Rocky have spent more than 20 years growing the business and elevating our practice and their deep knowledge of the Mesirow culture will make this transition seamless” said, Price, adding “I am excited to see them continue this momentum in their new roles and look forward to continuing to work with Adam Rocky and the Mesirow Investment Banking team as we expand collaboration between Mesirow Investment Banking and Mesirow Wealth Management” “I am thrilled by the opportunity to help guide the next stages of growth for Mesirow Investment Banking and partner with our…, Adam Oakley, With more than two decades of investment banking and valuation experience Oakley has expertise in industries including Aerospace & defense and diversified Industrials Prior to joining Mesirow in 2004 he was at Standard & Poors Corporate Value Consulting focusing on intangible asset valuation and other financial advisory services “Mesirow Investment Banking has a long history of…, Rocky Pontikes, adding “I am honored to partner with Adam to lead an extraordinary group of professionals I look forward to continuing our growth across the middle market driven by hard work good judgment and strong integrity” Pontikes has over 25 years of investment banking experience with deep expertise in numerous industry sectors including Business services Distribution & supply chain and Industrials…, About Mesirow , Mesirow is an independent employee-owned financial services firm founded in 1937 Headquartered in Chicago with offices around the world we serve clients through a personal custom approach to reaching financial goals and acting as a force for social good With capabilities spanning Global Investment Management Capital Markets & Investment Banking and Advisory Services we invest in what matters…

Firm adds David Schrock from Jupiter Asset Management and Mike Tadlock CFA from Blackstone, Deeply experienced professionals hired to support the team’s ongoing growth in assets under management (AUM and product evolution,  , CHICAGO June 15 2023, – Mesirow an independent employee-owned financial services firm is pleased to announce the addition of two senior professionals to our Global Investment Management team The appointments are consistent with a strategy to broaden and focus relationship management for product expertise and location  Our alternative and traditional strategies continue to display AUM growth and evolution  As our…, About Global Investment Management, With global headquarters in Chicago Mesirow Global Investment Management provides clients global alternative and traditional strategies that are customized by special teams to address individual risk and return objectives Mesirow offers institutional investors customized currency management high-quality private equity partnership and sponsorship opportunities compelling direct real estate…, About Mesirow, Mesirow is an independent employee-owned financial services firm founded in 1937 Headquartered in Chicago with locations around the world we serve clients through a personal custom approach to reaching financial goals and acting as a force for social good With capabilities spanning Global Investment Management Capital Markets & Investment Banking and Advisory Services we invest in what…, Media, mediainquiries@mesirowcom | Michael Herley | 2033081409   Mesirow refers to Mesirow Financial Holdings Inc and its divisions subsidiaries and affiliates The Mesirow name and logo are registered service marks of Mesirow Financial Holdings Inc © 2023 Mesirow Financial Holdings Inc All rights reserved Investment management services provided through Mesirow Financial Investment Management Inc Mesirow…

Price will continue to drive growth organically as well as through strategic acquisitions , Differentiated approach combines customized comprehensive wealth plans with expert investment selection, CHICAGO March 5 2024, – Mesirow an independent employee-owned financial services firm today announced the appointment of, Brian D Price, as CEO of Mesirow Wealth Management In this capacity he is responsible for the strategy growth and market positioning of the firm’s private wealth business which has more than $10B in assets under management / assets under advisement as of 12312023 1 Price joined Mesirow in 2006 and has subsequently held positions including President and Chief Operating Officer of Investment Banking and Head of…, Natalie Brown, Mesirow CEO, “We look forward to ongoing organic growth and continued momentum through potential future acquisitions and strategic hires under Brian’s leadership” As a Barron’s Top 100 RIA firm Mesirow Wealth Management offers a differentiated approach that places equal emphasis on customized comprehensive wealth plans that evolve along with clients’ lives and expert investment selection in all markets…, Price, “I look forward to continued expansion and innovation as we broaden our comprehensive wealth and financial planning services and extend our footprint in new geographic regions Price is active in his community and supports multiple philanthropic causes and charitable organizations He serves on the board of directors and investment committee of Ann and Robert H Lurie Childrens Hospital In addition…, About Mesirow , Mesirow is an independent employee-owned financial services firm founded in 1937 Headquartered in Chicago with offices around the world we serve clients through a personal custom approach to reaching financial goals and acting as a force for social good With capabilities spanning Global Investment Management Capital Markets & Investment Banking and Advisory Services we invest in what matters…

At Mesirow during Pride Month in June and every day we celebrate the accomplishments of the Lesbian Gay Bisexual Transgender and Queer (LGBTQ community in society and in the workplace as we also acknowledge the work still to be done for equity Our firm’s Connect Pledge—a promise by employees to serve as allies and accomplices for all marginalized groups—has its roots in our PrideConnect Employee…

With a heavy heart we are sad to report on the passing of Richard Mesirow the son of our firm’s founder and a beloved leader in our Wealth Management group for nearly six decades before his retirement in 2016 Richard joined his father at Mesirow as the firm’s 10th employee in 1960 Over his tenure Richard helped establish and truly embodied the firm’s reputation for working to solve our clients’…

Lunceford named one of 50 Business Leaders of Color for 2021 by Chicago United awards ceremony to be held in November, Award recognizes the most influential diverse and inclusive leaders in the Chicago business community, CHICAGO August 5 2021, – Mesirow Financial Holdings Inc (“Mesirow” or the “firm” an independent employee-owned financial services firm today announced that Chicago United has named Mesirow Senior Vice President Wealth Advisor Gregg Lunceford PhD CFP ® as one of its 50 Business Leaders of Color for 2021 Lunceford joins a network of more than 400 influential diverse and inclusive leaders in the Chicago business…, About Mesirow, Mesirow is an independent employee-owned financial services firm founded in 1937 Headquartered in Chicago with locations around the world we serve clients through a personal custom approach to reaching financial goals and acting as a force for social good With capabilities spanning Global Investment Management Capital Markets & Investment Banking and Advisory Services we invest in what…

At Mesirow the safety and wellbeing of our clients and prospects our employees and extended community of corporate partners is always our primary concern  As the COVID-19 pandemic continues to unfold our goal is to ensure timely updates so you remain fully informed Our Executive Leadership and Response Team are closely monitoring this fluid situation and continue to execute on our coordinated…, One Medical, Mesirow recently partnered with One Medical to provide employees spouses and dependents with complimentary One Medical memberships The membership includes access to concierge-level services same-day appointments convenient on-site lab testing and a wide range of mental & emotional wellbeing support and programming In response to COVID-19 our partnership also includes guidance on how to safely…, Remote Work Capabilities, In response to COVID-19 remote working arrangements were launched to assist employees in certain situations where they may require a temporary accommodation enabling them to work from home for a specified period, Loyola Medical Speaker Series, Mesirow partnered with clinical psychologists from Loyola Medical to develop a series of webinars covering emotional and mental wellbeing topics including stress management healthy lifestyle behaviors and nutrition and a guided meditation and mindfulness practice

In 2013 former Congresswoman Gabrielle Giffords founded, Giffords, an organization that works in partnership with a bipartisan spectrum of Americans who seek to promote gun safety while supporting second amendment rights As part of our commitment to invest in what matters – our clients communities and culture – Mesirow in 2020 became a founding corporate, Impact Partner, of Giffords Our participation in this program connects to our broader community engagement work where we focus on building strong neighborhoods and lasting equity through education financial literacy family services and racial justice Like Giffords we believe that everyone should be able to live work and play in their community without the threat of gun violence However as we continue to see gun…