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Preparing-For-An-Exit-Handout-2020-Final-1.Pdf Mario J. DeLuca Partner, Tax Services Group Mario J. DeLuca, CPA, JD, LLM is the partner-in-charge of Aronson's Tax Services Group. He has more than 25 years of experience in the accounting profession, providing comprehensive tax services and advice to a diverse cross-section of clients. Prior to joining Aronson, Mario worked for several large national and regional accounting firms, where he held a variety of tax practice leadership positions and served clients primarily in the real estate, government contracting, and private equity industries. He also has extensive experience in mergers and acquisitions. In addition, he is serving as an Adjunct Professor at American University’s Kogod School of Business in the Graduate Tax Program (MST) since 2005. Professional & Community Involvement: • Fairfax County Chamber of Commerce: Board Member CONTACT MARIO • U.S. Tax Court Bar: Member P: 301.222.8210 • District of Columbia Bar: Member: F: 301.222.8230 • Commonwealth of Massachusetts Bar: Member [email protected] • U.S. Federal Court – District of Massachusetts Bar: Member • American University Kogod School of Business Graduate Tax Program: Adjunct Professor CONNECT WITH ARONSON • American Institute of Certified Public Accountants: Member aronsonllc.com • American Bar Association: Member blogs.aronsonllc.com P: 301.231.6200 Education: • Suffolk University Law School: Juris Doctorate • Boston University School of Law: Master of Laws in Taxation • Northeastern University: Bachelor of Science Business Administration • Duke University, Fuqua School of Business: Leadership Program Certificate 111 Rockville Pike | Suite 600 | Rockville, Maryland 20850 | [email protected] MANAGING DIRECTOR Robert D. Kipps Phone: 703.442.1401 Mr. Kipps has over 20 years of experience in providing transaction advisory and financial consulting services to aerospace/defense and technology firms. He founded KippsDeSanto & Co. in 2007 and has grown the firm to ~30 professionals–the largest investment bank exclusively focused on the Aerospace/Defense and Government Services sector. Over the years, Mr. Kipps has worked with some of the most successful industry firms both advising them on their strategy as they grew and assisting them with their eventual sale. Prior to founding KippsDeSanto in 2007, Mr. Kipps was a Managing Director in Houlihan Lokey’s Washington, DC office and a leader of Houlihan Lokey’s Aerospace/Defense/Government industry group. Mr. Kipps was also with Peterson Consulting and Tucker Alan where he advised aerospace / defense, engineering, construction and technology companies. Mr. Kipps was recognized as the Dealmaker of the Year – Investment Banker by the Association for Corporate Growth’s National Capital Chapter. He is on the Board of Directors of Information Systems Laboratories, Inc., Easter Seals of the Greater Washington-Baltimore Region, and is a past member of the Advisory Board for the McIntire School of Commerce at the University of Virginia. Mr. Kipps is a frequent speaker on mergers & acquisitions involving aerospace / defense and technology firms and often provides market commentary to The Washington Post, GovConExec, Washington Business Journal, WashingtonExec, and Washington Technology, among others. Mr. Kipps received his B.S. in Commerce, with distinction, from the University of Virginia. He is registered with FINRA as a General Securities Registered Representative and Principal (Series 7, 63, 24, 79 The following are representative companies to which Mr. Kipps has provided transaction advice: • 2020 Company • High Performance Technologies • 7Delta • IDL Solutions • Adaptive Materials • IMC • Alion Science & Technology • IMT • ASM Research • MacAulay-Brown, Inc. • BAI • Medical Science & Computing • CenTauri Solutions • Morgan Research • Commonwealth Technology • NEK Advanced Securities Group • Danya International • OAO Technology • DSA Detection • PerformTech • EchoStorm Worldwide • Phoenix Consulting Group • Emergint Technologies • Pro2Serve • FedConcepts • Ray Group International • Fusion Technology • SRI • General Dynamics • System High Corporation • Gleason Research Associates • TechniGraphics • Global Net Services • TMA • Gray Research • WBB Consulting • Guident Technologies • WINS Scott Meza SHAREHOLDER [email protected] NORTHERN VIRGINIA 1750 Tysons Boulevard Suite 1000 McLean, VA 22102 +1 703.903.7587 Corporate | Mergers & Acquisitions | Emerging Technology Scott Meza has more than 25 years of experience assisting businesses in complex transactions such as mergers, acquisitions, spin-offs of public and private companies, and sophisticated equity and debt financings and recapitalizations. Scott's broad industry experience includes managing transactions for technology-based companies as well as companies operating in highly regulated environments like government contracting, telecommunications, and health care. Representative transactions include stock- for-stock combinations, cash-out mergers, tender and exchange offers, management buyouts, stock and asset purchases, distressed company acquisitions (e.g., bankruptcy auctions), corporate spin-offs and divestitures, and corporate governance matters. Scott regularly represents venture funds and emerging growth companies in a variety of financing transactions, ranging from preferred stock sales, subordinated debt lending and licensing, and other strategic alliances. Scott has also been a leader in organizing networks of accredited "angel" investors, which actively invest in emerging growth companies around the country. Scott also advises senior management and boards of directors on executive employment and compensation issues and equity incentive plans. Concentrations • Public and private company mergers, acquisitions, divestitures and recapitalizations • Venture capital and private equity investing • Executive employment/compensation counseling Experience Noteworthy Experience • In addition to his corporate practice, Scott has served as a mediator of business disputes in closely held businesses. © 2018 Greenberg Traurig, LLP www.gtlaw.com Recognition & Leadership Awards & Accolades • Listed, The Best Lawyers in America, Mergers and Acquisitions Law, Corporate Law, 2015-2019 • Listed, IFLR1000, "Highly Recognized Practitioner - M&A (Virginia)," 2018 • Selected, SmartCEO's CPA & ESQ Awards, "Industry Practice," 2015 • Listed, Chambers USA Guide, 2014-2017 • Team Member, Corporate Board Member magazine and FTI Consulting Inc., one of "America’s Best Corporate Law Firms," 13th Annual Legal Industry Study, 2013 • Listed, SmartCEO, Legal Elite, 2009 • Listed, Legal 500 United States, 2008 Professional & Community Involvement • Member, the Virginia Biotechnology Association • Past-President, The National Capital Chapter of the Association for Corporate Growth (ACG) • Co-founding Member, Association for Enterprise Growth • Member, New Dominion Angels • Member, Northern Virginia Technology Council • Member, Tech Council of Maryland • Board Member, Easter Seals Serving DC/MD/VA Credentials Education Admissions • J.D., University of North Carolina School of • District of Columbia Law • Maryland • Chief Justice, Holderness Moot Court • North Carolina Bench • Virginia • Editor, Journal of International Law • Elected to the Order of the Barristers • B.A., magna cum laude, Hobart and William Smith Colleges • Phi Beta Kappa © 2018 Greenberg Traurig, LLP www.gtlaw.com About Roderick von Lipsey The von Lipsey Team Private Wealth Management Leadership inspires confidence Rod is no stranger to decisive leadership and strategic collaboration. A former active duty Marine fighter pilot, decorated combat veteran, staff member of the White House National Security Council and aide to the Chairman of the Joint Chiefs of Staff, Rod continues to earn the trust and respect of his colleagues and clients worldwide. Today he provides compelling leadership as a Managing Director at UBS Financial Services Inc., where he founded his Private Wealth Management practice in Washington, DC, The von Lipsey Team. “ We take the time to gain a deeper understanding of you and your family. We work closely with you to develop a strategy that connects all aspects of your financial life. Our goal is to help you make Roderick “Rod” von Lipsey confident, well-informed decisions today and for the future.” Managing Director Financial Advisor – Roderick von Lipsey 202-942-2801 [email protected] As Chief Investment Strategist for the team, Rod focuses on portfolio construction, ubs.com/team/thevonlipseyteam particularly with Private Equity solutions, and market analysis to identify short- and long-term investment themes, risks and challenges. Experience Credentials Life – UBS Private Wealth – Barron’s and National – Rod is deeply Management Midwest Association of Board committed to Complex Director, Certified Advisory philanthropy Chicago, IL Practices (NABCAP) – He has help leadership – UBS Private Wealth recognition as one of the positions in the Management Branch Washington, DC region’s National Security Manager, Washington DC “Top Advisors” community – – Senior Vice President – Series 3, 7, 9/10, 66 – He is active in the art Investments, UBS Financial securities licenses community (collector Services Inc. – Life, health and variable and mentor) – Vice President, Goldman, annuity insurance licenses – Rod is the proud Sachs & Co. – M.A, Catholic University parent of three of America elementary school – B.A., English, U.S. Naval boys (International Academy School community) – He is an avid skier The von Lipsey
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