F3 Partners is an investment firm focused on partnering with the best management teams in the lower middle market to be build exceptional businesses, creating shared value for all stakeholders. F3’s accounting platform is set to eclipse $100mm in revenue across 5 states by year end.

Windsor Path combines the resources of a national platform with a commitment to local autonomy – empowering member firms to accelerate growth, invest in their people, and expand their capabilities while preserving the identity and independence their clients and teams value most.

MindBridge allows finance leaders to see the unseen—analyzing every transaction in near real-time to detect risks, errors, and opportunities. Its AI-powered Central Insights Factory unifies siloed financial data into continuous, actionable intelligence. Going beyond traditional analytics, MindBridge delivers explainable, proactive insights finance teams trust. Seamlessly integrated into existing ecosystems, it strengthens controls, speeds decisions, and drives growth and protection in a complex financial landscape.

Lemme, a division of EPIC, is the leader for specialty insurance brokerage services to Accounting Firms. Accounting Firms choose Lemme for specialized insights on claims trends, best practices, tailored policy language, limit analysis, and competitive pricing. Lemme is preferred among Top 100 Firms for professional liability, executive risk, and cyber insurance solutions.

Jeremy is the Managing Partner of Bland & Associates, P.C. (Bland), based in Omaha, Nebraska. The firm currently has nearly 120 employees and became Nebraska’s first and only 100% employee-owned ESOP in January 2020. In addition to his role as Managing Partner, Jeremy serves in both the Visionary and Integrator roles as part of Bland’s Traction/EOS framework. He also serves on the Americas and Worldwide Boards of Directors for BKR International. On a personal note, Jeremy has been married to his wife, Renee, for nearly 23 years. They have one son who is about to begin his senior year at Flagler College in St. Augustine, Florida, and twin boys who will soon be seniors in high school.

As the Vice President of Business Development at F3 Partners, Eddie brings a unique perspective that resonates with potential partners. Having co-founded a company backed by outside capital and later selling it to a private equity–backed organization, he understands the nuances and challenges that sellers face. Eddie has firsthand experience with the impact such a major decision can have on you and your team.

Prior to joining F3 Partners, he served as Vice President of Business Development for one of the largest Dental Support Organizations in the country.

Eddie takes pride in the relationships he builds with partners, recognizing that finding the right fit goes far beyond the headline multiple. Richey May is a great example of how the right partnerships can produce exceptional outcomes for everyone involved.

He is a graduate of UNC–Chapel Hill and now resides in Florida with his wife and two children. In his limited spare time, he can be found on the golf course.

Jake Nice is a Co-Founder of StoicLane & CEO of Archer Lewis. StoicLane is a permanent capital holding company focused on acquiring and building businesses in the Finance, Insurance and Real Estate Services industries with over 75 acquisitions since its founding in 2021. Jake serves as CEO of Archer Lewis, a StoicLane subsidiary established in 2024. To date, Archer Lewis, a top 70 firm in the US with 63,000 clients and 625 team members, has brought together 35 accounting firms across the U.S.— with specialty focus across Tax, Attest, and Client Accounting Services —onto a common platform. Archer Lewis delivers national firm capabilities directly to clients on a local level. Archer Lewis focuses on providing excellent service to small and medium size businesses and their owners across the US.

Passionate about helping people, Larry brings more than 20 years of experience in the fiduciary advice business to his role as Executive Vice President of Strategic Partnerships at Choreo.

Prior to Choreo, Larry served as CEO, President, and leader of several multi-billion-dollar registered investment advisory firms.

Larry is driven by a keen sense of purpose and service and is adept at building high-performing organizations. He and his teams have won Inc. and Entrepreneur magazine’s “Best Workplaces” and “Top Company Culture,” and Wealth Management.com’s Innovator of the Year in 2018. Larry was also featured in Investment News’ “40 Under 40” list in 2017 and is the author of It’s That Simple: How to Build the Professional Service Firm of the Future.

After 10 years in Los Angeles, and nearly another 10 in Park City, Utah, Larry, his daughter Dylan, and son Mack, now live in Charlotte, North Carolina where they enjoy exploring their new city and the outdoor activities it has to offer, although Larry admits to not being very good at any of them.

Larry earned a Bachelor of Arts from Amherst College and an MSc from the London School of Economics.

Brett is the Co-Founder of Alan & James Partners (“AJP”), a leading acquiror of entrepreneurial accounting firms seeking to reach their full potential while retaining their independence, identity, and culture. AJP supports its partner firms with strategic growth initiatives, technology, and access to shared resources that help elevate their teams.

Brett is also the Co-Founder of Beacon Cove Partners, a long-term-oriented investment firm with patient, flexible capital focused on enduring partnerships. He previously served as an investor at Goldman Sachs, where he helped to invest the firm’s capital alongside many founder and family-led businesses. Brett received an MBA from Harvard Business School, and a BBA in Finance and Master of Science in Accounting degree from SMU in Dallas, TX. Brett was also a 4-year letter winner on the SMU football team.