Dynamic DEALMAKING: New Rules, New Strategies, New Opportunities
ALLIANCE OF MERGER & ACQUISITION ADVISORS®
2014 Winter Conference AtTENDEE DIRECTORY
January 21-23, 2014 Fairmont Scottsdale Princess Resort Scottsdale, Arizona
Produced in Partnership With: ALLIANCE OF MERGER & ACQUISITION ADVISORS®
The Alliance of Merger & Acquisition Advisors® (The Alliance) is the premiere international organization serving the educational and transactional support needs of middle market M&A professionals worldwide. The Alliance was formed in 1998 to connect CPAs, attorneys and other experienced corporate financial investors and advisors. Our more than 900 professionals are among the most highly recognized leaders in the industry—drawing upon proven capital resources combined with a think-tank of transactional expertise to better serve the many business investment needs of middle market companies worldwide.
AM&AA members represent corporate and institutional sellers and buyers of businesses ranging broadly from $5 to $500 million in transaction value. These essential corporate financial advisory and transaction services include investment banking, accounting, finance, valuation, tax, law and due diligence. (877) 844-2535
[email protected] | www.amaaonline.org
Become a Member Today! Receive $200 off your first year of membership (Available for a limited time to 2014 Winter Conference attendees only!) See us at the registration desk or email us at [email protected] TABLE OF CONTENTS
Conference Agenda 1 Conference Planning Committee 8 AM&AA Founders Circle 9 AM&AA Advisory Board 10 Conference Attendees 15 Exhibit Road Map/Conference Sponsors 57 Media Partners 73 AM&AA Staff 74
This year’s AM&AA Winter Conference DOWNLOAD offers a mobile app THE MOBILE APP to help set up You must log in to use the one-on-one meetings. networking function Forgot your login information? Sponsored by: Stop by the registration desk and we’ll remind you You can also use the app to: • Create your own schedule • Send messages to other attendees • Find sponsors • View presentations • Take notes CONFERENCE INFORMATION
Badges All attendees and registered spouses/companions must wear their name badges to all functions for admittance. For your convenience, name badges are color-coded to facilitate networking:
Green Badges Yellow Badges • Investors • CPAs • Lenders • Attorneys • Private Equity • Business Valuators • Corporate Development • Business Consultants - CFO • Financial Advisors - CEO • Technology, Professional Service - Corporate Executive and Support Providers
White Badges • Investment Bankers/Broker Dealers • M&A Intermediaries
AM&AA Exhibit Table
Make sure to visit the AM&AA exhibit table in the far left corner of the exhibit hall to find information on all the great things the organization has to offer!
• Info. on free member resources i.e. private equity info., DealMarket • M&A certification course information • Membership applications • M&A handbook • Discounted member benefits i.e. One Source • Information from our strategic alliances • Save the Dates for our conferences AGEND
MONDAY, JANUARY 20, 2014
Time Event
6:00 p.m. - Early Arrival Reception Sonoran Room & Patio 7:30 p.m. Attendees arriving on Monday are invited to network with M&A colleagues travel- ing from abroad and the local business community at this casual reception.
TUESDAY, JANUARY 21, 2014
Time Event
8:00 a.m. Registration Opens East Foyer A
9:00 a.m. - Princess Ballroom Salons D-E 9:15 a.m. Opening Remarks
9:15 a.m. - Workshop: What’s In Your Toolbox? Princess Ballroom Salons D-E 11:45 a.m. Panelists: Bob Machiz, President, Money Soft Inc. Michael Vermillion, Senior Director, NAVEX Global During this deep dive session attendees will walk away with the tools necessary for running their M&A shop. Fee structures, firm growth, industry trends and best practices will all be discussed.
10:40 a.m.- Princess Ballroom Salons D-E 11:00 a.m. Coffee Break
11:00 a.m.- Workshop: Firm Management — Best Practices for Growth and 12:00 p.m. Stories from the Trenches Princess Ballroom Salons D-E Panelists: Chris Blees, Partner, Biggskofford PC Fred Jager, President, Hunter Wise Financial Group LLC Kerry Morris, Partner, Shoreline Partners LLC Sid Shaver, Managing Director, Statesman Corporate Finance Dennis Roberts, Chairman & Senior Managing Director, The McLean Group Hear from experienced dealmakers how they have built their businesses, the challenges they have faced, and the key to their success.
12:30 p.m. - Golf Tournament TPC Scottsdale 4:30 p.m. Join your colleagues for AM&AA’s Annual Golf Tournament. Located at one of PGA’s fan-favorite courses in Scottsdale. Space is limited, so please register early to secure your place. The cost of participation is $279 and all players must be registered for the AM&AA Winter Conference. * A shuttle will provide transportation for all players from the hotel to the course
– 1 – AGEND
TUESDAY, JANUARY 21, 2014 Time Event
1:30 p.m. - Deep Dive: An Inside Look at Recent Deals 3:00 p.m. Princess Ballroom Salons D-E Tom Goldblatt, Founder, Ravinia Capital LLC Kirk Griswold, Partner, Argosy Capital Christopher Roden, Managing Director, C3 Capital Partners LLC Presenters will go through the ins and outs of the deal, explain how they grew the company and how they were able to sell it for a great return. It’s the information that rarely gets reported, but is commonly the reason a deal is successful. Learn what these firms did behind the scenes to drive growth and returns.
3:00 p.m. - Princess Ballroom Salons A-E 3:15 p.m. Coffee Break
3:15 p.m. - Cross Border M&A Roundtable: An International Update on Deal- 4:00 p.m. making Abroad Princess Ballroom Salons D-E Moderator: Lisa Wright, Head of M&A Products, Bureau Van Dijk Panelists: Sri Geedipalli, Director, Simanor LLC Phil Gilbert, Managing Director, P&M Corporate Finance Euan Rellie, Senior Managing Director, Business Development Asia Jennifer Watson, Principal, Masuda Funai
The world is no longer divided by water. M&A is truly a global business today. This panel will talk about the opportunities and challenges that face dealmakers as they look to grow their businesses globally.
4:00 p.m. - Regulation Update: The Impact of Crowdfunding and the JOBS Act 5:00 p.m. on Deal Activity Princess Ballroom Salons D-E Moderator: James Simpson, Finance 500 Inc. Panelists: Laura Crosby-Brown, Director of Compliance, Regulatory Compliance Michael Dinan, Founder, President & CEO, Dinan & Company Loren Heger, Vice President and General Counsel, FNEX Chris Tyrrell, CEO, OfferBoard
Want to remain a top player in the market? Understanding new regulations, including the impact the JOBS Act and crowdfunding will have on the market, is a must.
6:00 p.m. - Welcome Reception Princess Ballroom Salons A-E 7:30 p.m.
– 2 – AGEND
WEDNESDAY, JANUARY 22, 2014 Time Event 7:00 a.m. – East Foyer A 8:00 a.m. Breakfast & Registration Opens
8:00 a.m. - Yes—Private Company Data Does Exist! Princess Ballroom Salons F-G 9:00 a.m. Lisa Wright, Head of M&A Products, Bureau Van Dijk An overview on what to expect from where: learn how to get the hard to find information on private companies located outside the U.S. and Canada. This session will look at what to expect from different countries, examples of the depth of information and data available and the relationship between private company filing requirements and M&A deal information.
9:00 a.m. - Princess Ballroom Salons F-G 9:15 a.m. Opening Remarks
9:15 a.m. - Keynote Presentation Princess Ballroom Salons F-G 9:45 a.m. Doug Ducey, Arizona State Treasurer and Former Partner & CEO, Cold Stone Creamery 9:45 a.m. - Princess Ballroom Salons A-E 10:00 a.m. Coffee Break
10:00 a.m. - State of the Market: An Update on the M&A and Private Equity 11:00 a.m. Markets Princess Ballroom Salons F-G Moderator: Graeme Frazier, Founder, Private Capital Research LLC and GF Data Resources LLC Panelists: Jeri Harman, Founder and Partner, Avante Mezzanine Partners Mark Jones, Partner, River Associates Investments LLC Tim Oleszczuk, Managing Director, Grace Matthews Stephen Perry, Co-President, Linsalata Capital Where are we today? AM&AA is famous for giving attendees an in-depth breakdown of the status of the M&A market and what key changes professionals need to be on the lookout for. This panel promises not to disappoint.
11:00 a.m. - Moving Downmarket: Why Bigger PE Firms Are Looking at Smaller 12:00 p.m. Deals Princess Ballroom Salons F-G Moderator: Anthony Citrolo, Managing Partner, New York Brokerage Business Panelists: Jeremy Holland, Principal, Origination, The Riverside Company Jay Jester, Managing Director, Director of Business Development, Audax Group Tim Mages, Principal, Salem Halifax Capital Partners Fritz Richards, Co-Founder, Prestwick Partners Bigger used to mean better. Not so much anymore. As the dealmaking environment continues to become more competitive, larger private equity shops are moving downmarket in hopes of finding untapped deals. Learn what dealmakers need to know about the larger players and what they need to do stay competitive.
– 3 – AGEND
WEDNESDAY, JANUARY 22, 2014 Time Event
12:00 p.m.- Lunch Keynote Princess Ballroom Salons A-E 1:30 p.m. Steven LaTourette, President, McDonald Hopkins Government Strategies
Middle-Market Thought Leader of the Year Awards This award was instituted by the AM&AA to honor individuals who have made significant contributions to the middle market M&A profession through the publication of works that promote research and higher standards of excellence. It recognizes those in the M&A community that create and advocate ideas that add value to the industry, thereby adding value to the AM&AA’s education and credentialing programs, such as the Certified Merger & Acquisitions Advisor (CM&AA) credential.
Award Partners 2013 2014
Time Track A Princess Ballroom - Salon F Track B Princess Ballroom - Salon G
1:30 p.m. - Doing Deals With What Limited Partners Look for 2:30 p.m. Independent Sponsors: Who in a PE Fund Manager
Are These Guys, Anyway? Moderator: Benjamin Sykora, Vice President, Bow River Capital Partners Moderator: Alex Livingston, Founder, Redwood Management Partners Panelists: Panelists: Kelly DePonte, Managing Director, Probitas Partners Stephen Altman, Partner, Cornerstone Capital Partners Nathan Harnetiaux, Portfolio Manager, Richard Baum, Managing Partner, Kemper Corporation Consumer Growth Partners Brian Kinsman Managing Partner, Bruce Lipian, Managing Director, Stone Bunker Hill Capital Creek Capital Jonathan Wilson, Principal, Siguler Guff Dan Lipson, Partner, Rotunda Capital As limited partners shine the light even As fundraising has become increasingly brighter on private equity firms, learn more difficult to complete, some firms what exactly LPs are looking for from fund have decided to forego the fund and managers and firms today. How important is compete for deals on a one-off basis. track record and succession planning? What Learn what role the fundless sponsor is level of involvement do LPs expect to have playing in the dealmaking food chain and after the fund is closed? This a cannot-miss how working with them can be beneficial. panel where LPs will tell all.
2:30 p.m. - Princess Ballroom Salons A-E 2:45 p.m. Coffee Break
– 4 – AGEND
WEDNESDAY, JANUARY 22, 2014
Time Track A Princess Ballroom - Salon F Track B Princess Ballroom - Salon G
2:45 p.m. - Capital Markets Update— Snapshot: What’s Going on 3:45 p.m. Insight Into New Structures With the Corporate Dealmaking Coming Into the Market and Landscape Today and What Has What Role Mezz Will Play Changed
Moderator: Tom Kesoglou, Partner, Moderator: Celine Armstrong, Vice President McCarter & English LLP and Product & Content, S&P Capital IQ Panelists: Panelists: Christopher Dunlop, Managing Director, David Cohn, Managing Director, Diamond Houlihan Lokey Capital Advisors LLC Barrett Hicken, Director, Potens Capital Matt Greeson, Managing Director, Advisors Greene Holcomb Fisher Brian Steffens, Director, Business Development Justin Kaplan, Partner, Balance Point & Global Supply Chain, Industrial Parts Depot Capital Partners Richard Truelick, Former VP of Corporate Peter Rothschild, Principal, Tamarix Development, Beatrice Foods Co. Capital Learn from experienced corporate buyers which The lending markets have certainly had deals are interesting to them in the market their ups and downs since the financial today and how dealmaking environment has crisis. During this panel find out the latest changed over the years in addition to what they information about the debt markets, expect to see in the future. including the role mezzanine lending is playing and how that is evolving.
3:45 p.m. - Princess Ballroom Salons A-E 4:00 p.m. Coffee Break
4:00 p.m. - ESOP Deals: How to employ Preparing Your Company for An 5:00 p.m. the ESOP Strategy in M&A Investment or Sale Moderator: Carol Hance, Managing Moderator: Jaime Raczka, Director of Director, LongueVue Capital Marketing, AXIAL Panelists: Panelists: Elizabeth Di Cola, Vice President, ESOP Tracy Albert, Managing Partner, Deloitte Finance Group, Fifth Third Bank Corporate Finance Aziz El-Tahch, Managing Director, Stout Warren Henson, President and Senior Risius Ross Managing Director, Green, Manning & Bunch Ira Starr, Managing Partner, Long Point Ltd. Capital Jonathan Howe Managing Director, Wedbush Securities Learn how ESOPs are a flexible Jeff Kadlic, Co-Founder and Managing acquisition structure that can benefit Partner, Evolution Capital Partners sellers through increased after tax liquidity, continued participation in How can a broker prepare their client for the business growth, and expanded estate right partner or exit? Brokers need to make planning options. This structure can also sure they clearly understand their clients benefit the sponsor through accelerated goals and expectations and make sure they are enterprise value growth. aligned with the potential buyer or investor and come to a well-balanced agreement. Find out how it’s done during this discussion.
– 5 – AGEND
WEDNESDAY, JANUARY 22, 2014 Time Event
5:00 p.m.- Networking Reception Princess Ballroom Salons A-E 6:30 p.m. Join us for an evening of fun to network with corporate executives, private equity groups, and other M&A professionals.
THURSDAY, JANUARY 23, 2014 Time Event
7:00 a.m. - Networking Breakfast & Registration Opens East Foyer A 8:00 a.m.
8:00 a.m. - Washington Update — Campaign for Clarity 9:00 a.m. Princess Ballroom Salons F-G Mike Ertel, Managing Director, Broker Legacy M&A Advisors Scott Gluck, Of Counsel, Venable LLP Bob Gurrola, President, SUMMA Financial Group LLC Shane Hansen, Partner, Warner, Norcross & Judd These panelists will discuss the recent events in Washington affecting business brokers and M&A advisors, including HR 2274, and efforts to get an identical bill introduced in the Senate, and recent activity within the SEC.
9:00 a.m. - 10:00 a.m. Only in the Lower Market—Trends Impacting Lower Middle Market Firms Including the Minority Recap Princess Ballroom Salons F-G Moderator: David McLean, Partner, Patton Boggs 8:30 a.m. - 12:00 p.m. Panelists: PE Expo Matthew Carroll, Partner, Westview Capital Partners Princess Ballroom Salons A-E John Farr, Managing Director, Columbia West The PE Expo features Capital David Felts, Managing Director, Brookwood pre-qualified investors Associates presenting their criteria Connor Searcy, Managing Director, Trive Capital to interested investment Everyone knows that the lower middle market bankers/intermediaries and doesn’t quite operate like the rest of the market. The other M&A professionals. nuances specific to the lower middle market are a See what they are looking for unique space to complete transactions in. Find out that might fit your deal. what dealmakers are doing to complete deals today and what role the minority recap is playing. 10:00 a.m. - 10:15 a.m. Coffee Break Princess Ballroom Salons A-E
– 6 – AGEND
THURSDAY, JANUARY 23, 2014
Time Event 10:15 a.m. - Where Are the Sellers? What Motivates 11:15 a.m. Sellers to Become Engaged in a Sale? Princess Ballroom Salons F-G Moderator: James Hill, Chairman of Private 8:30 a.m. - 12:00 p.m. Equity Practice, Benesch, Friedlander, Coplan & Aronoff PE Expo Panelists: Princess Ballroom Salons A-E Devin Mathews, Managing Partner, Chicago The PE Expo features Growth Partners pre-qualified investors Christopher Petrossian, Managing Director, presenting their criteria Lincoln International to interested investment Michael S. Pfeffer, Managing Director, Post bankers/intermediaries and Capital Partners LLC other M&A professionals. Michael Wilkins, Managing Director, Harris See what they are looking for Williams & Co. that might fit your deal. Deal flow has been tough to find in the lower middle market. Why? This panel will provide insight into what sellers want before they look for a sale and when the deal pipeline is likely to be full again. 11:45 a.m. - Lunch Keynote : Ending ‘Too Small to 12:25 p.m. Succeed’ Princess Ballroom Salons A-E David Schweikert , Arizona, 6th District, United States House of Representatives
11:45 a.m. - Lunch Princess Ballroom Salons A-E 1:00 p.m.
1:00 p.m. - Deal Bash Princess Ballroom Salons A-E 3:00 p.m. Connections with investment bankers & intermediaries (investment bankers & intermediaries present and share their deals and opportunities)
Don’t miss out on: • 2 hours of networking, tabled by screened middle-market intermediaries/ investment bankers, all bearing deals & transaction opportunities.
• No appointments necessary
4:00 p.m. – Collaboration—The New Normal Princess Ballroom Salons F-G 5:00 p.m. Dr. Judith Glaser, Chairman, Creating WE Institute Join the MidMarket Alliance for this post-conference keynote presentation by Dr. Judith Glaser, Chairman of The Creating WE Institute. Her work encapsulates the driving force behind the MidMarket Alliance: the power of collaboration.
– 7 – AGEND THANK YOU TO OUR CONFERENCE PLANNING COMMITTEE
Mike Adhikari Kyle Madden Illinois Corporate Investments KLH Capital
David Cohn Curtis Odom Diamond Capital Advisors Prescient Strategists, LLC
Jeff Dinerstein Ed Pratesi Haynes & Boone LLP Brentmore Valutaion Advisors
David Dollinger Kathy Richardson-Mauro UHY LLP ROCG
Evan Eichorn Brent Rippe One Source Rippe & Kingston, LLC
Graeme Frazier Jeff Sackman Private Capital Research Rubin Brown, LLP
Andrew Gustin Steven Silverman Hammond Kennedy & Whitney Doeren Mayhew
Barbara Hernandez Mike Snider MSB Evolution Capital Partners Global Business Alliance
Don Hillier Brent Solomon Harvest CFO Consulting, LLC CohnReznick
Justin Kaplan Brian Steffens Balance Point Capital Partners Storm Industries
Tom Kesoglou Jim Valderrama McCarter & English Grant Thornton *Conference Chair Holly Washington Brian Kohn S&P Capital IQ Copley Capital Scott Woodward Michael Landers UHY LLP UHY LLP
If you would like to be a part of the Conference Planning Committee, join us Thursday, Jan. 23rd in the exhibit hall from 8:30 a.m. – 10:00 a.m. or email Amie Schneider at [email protected]
– 8 – AM&AA FOUNDERS CIRCLE
Kevin Carlie Nancy Horton 2004 2011
Jim Carulas Christian Blees 2004 2011
Richard Siemsen J. Michael Ertel 2004 2011
Karin Gale Graeme Frazier 2004 2012
Sid Shaver David Cohn 2007 2013
Lloyd Bell Kenneth Marks 2009 2013
Mike Adhikari Ron Rudich 2009 2013
– 9 – AM&AA ADVISORY BOARD
✔ Mike Adhikari, CM&AA Illinois Corporate Investments, Inc. Lake Zurich, IL 60047 847-438-1657 [email protected]
Lloyd Bell, CM&AA Meaden & Moore Cleveland, OH 44114 216-241-3272 [email protected]
✔ Chris Blees, CM&AA BiggsKofford P.C. Colorado Springs, CO 80906 719-579-9090 [email protected]
K. Perry Campbell, CM&AA ACT Consultants, Inc. Vancouver, WA 98662 360-696-9450 [email protected]
✔ Kevin Carlie, CM&AA Stone, Carlie & Company St. Louis, MO 63105 314-721-5800 [email protected]
✔= Attending the Winter Conference
–10 – AM&AA ADVISORY BOARD
✔ Anthony Citrolo, CM&AA Strategic Merger & Acquisition Advisors New York, NY 10001 631-390-9650 [email protected]
✔ David Cohn, CM&AA Diamond Capital Partners Los Angeles, CA 90067 310-432-8592 [email protected]
Champ Davis, CM&AA Davis Capital Chicago, IL 60606 312-623-4500 [email protected]
✔ J. Michael Ertel, CM&AA Legacy M&A Advisors, LLC St. Petersburg, FL 33715 813-864-6610 [email protected]
✔ Graeme Frazier Private Capital Research, LLC Conshohocken, PA 19428 610-825-1153 [email protected]
– 11 – AM&AA ADVISORY BOARD
✔ Robert Gurrola, CM&AA Summa Financial Group, LLC San Jose, CA 95110 408-454-2600 [email protected]
Ray Hanson, CM&AA Pragma Ventures West Linn, OR 97068 503-635-1173 [email protected]
✔ Kenneth Marks, CM&AA High Rock Partners, Inc. Raleigh, NC 27615 919-256-8152 [email protected]
✔ Ronald Rudich, CM&AA Gorfi ne, Schiller & Gardyn, PA Owings Mills, MD 21117 410-517-6838 [email protected]
–12 – AM&AA ADVISORY BOARD
✔ Sid Shaver, CM&AA Statesman Corporate Finance Houston, TX 77027 713-590-4697 [email protected]
Steven Silverman, CM&AA Doeren Mayhew Houston, TX 77057 713-789-7077 x236 [email protected]
✔ Michael Snider, CM&AA MSB Global Business Alliance Atlanta, GA 30307 404-378-7707 [email protected]
Brian Wendler, CM&AA National Business Valuation Services Dallas, TX 75287 972-235-6287 [email protected]
– 13 –
CONFERENCE ATTENDEES Registered attendees as of December 20, 2013. Download the conference mobile app to view the complete attendee list. Kuldeepak Acharya Joseph P. Alam Anchin Capital Advisors LLC MID-STATES CAPITAL, LLC New York, NY Grosse Pointe Farms, MI [email protected] [email protected] 212-536-6803 313-215-1700 Investment Banker/Broker Dealer Business Broker
Drew Adams Jonathan Alt StoneCreek Capital Cornerstone Capital Holdings Irvine, CA Blue Bell, PA [email protected] [email protected] 949-752-4580 215-628-4486 Private Equity Investor Private Equity Investor
Stephen Adamson Stephen Altman Avante Mezzanine Partners Cornerstone Capital Partners Los Angeles, CA New York, NY [email protected] saltman@ 310-667-9242 cornerstonecapitalpartners.com Private Equity Investor 212-986-5470
✔ Mike Adhikari, CM&AA Robert Anderson Illinois Corporate Investments, Inc. Snell & Wilmer L.L.P. Lake Zurich, IL 60047 Las Vegas, NV 847-438-1657 [email protected] [email protected] 702-784-5386 Attorney
Javier Aguirre Michael Arguelles Farragut Capital Partners Stonehenge Partners, Inc. Chevy Chase, MD Columbus, OH [email protected] [email protected] 301-913-5296 614-246-2490 Private Equity Investor Private Equity Investor
✔= Member of AM&AA
– 15 – CONFERENCE ATTENDEES
Celine Armstrong Paula Barrett S&P Capital IQ Reinsel Kuntz Lesher LLP New York, NY Wyomissing, PA [email protected] [email protected] 212-438-1090 610-898-8110 Info Services/Technology Specialists Accountant/CPA
David Asmus Kimberley Batherson Hinshaw & Culbertson LLP CGA Nova Scotia Phoenix, AZ Halifax, Nova Scotia, Canada [email protected] [email protected] 602-631-4400 902-425-4923 Attorney Accountant/CPA
Muideen Alabi Ayoola Richard Baum United Bank for Africa PLC Consumer Growth Partners Ibadan, Nigeria White Plains, NY [email protected] [email protected] Accountant/CPA 914-220-8337 Private Equity Investor
Brooke Balcom Alexander Bean Fifth Third Bank Plexus Capital Cincinnati, OH Raleigh, NC [email protected] [email protected] 513-534-3853 919-256-6342 Lender Private Equity Investor
Ben Barnes Mike Becker RubinBrown LLP Plexus Capital Clayton, MO Raleigh, NC [email protected] [email protected] 314-678-3531 919-256-6342 Accountant/CPA Private Equity Investor
✔= Member of AM&AA
– 16 – CONFERENCE ATTENDEES
Christian Berger Timothy Block Patton Boggs Harvey & Company Dallas, TX Newport Beach, CA [email protected] [email protected] 214-758-1544 949-757-0400 Attorney M and A Intermediary
Howard Berkower Debra Bower-Pinto McCarter & English, LLP CGA Nova Scotia New York, NY Halifax, Nova Scotia, Canada [email protected] [email protected] 212-609-6821 902-425-4923 Attorney Accountant/CPA
Zoltan Berty Wilma Braat, CM&AA Caltius Mezzanine MNP Corporate Finance Los Angeles, CA Calgary, Alberta, Canada [email protected] [email protected] 310-996-0127 403-537-7632 Private Equity Investor M and A Intermediary
✔ Steven Besbeck, CM&AA ✔ Austin Buckett, CM&AA Diamond Capital Advisors BiggsKofford, P.C. Calabasas, CA Colorado Springs, CO [email protected] [email protected] 310-432-8569 719-579-9090 Investment Banker/Broker Dealer Investment Banker/Broker Dealer
✔ Christian Blees, CM&AA Hector Bultynck BiggsKofford Capital Peninsula Capital Partners Colorado Springs, CO Detroit, MI [email protected] [email protected] 719-579-9090 313-237-5105 M and A Intermediary Private Equity Investor
✔= Member of AM&AA
– 17 – CONFERENCE ATTENDEES
Andrew Burgess ✔ K. Perry Campbell CM&AA Marquette Business Credit, Inc. ACT Consultants, Inc. Dallas, TX Vancouver, WA 98662 [email protected] 360-696-9450 214-389-5926 [email protected] Lender
Andrew Bushell ✔ Kevin Carlie, CM&AA Cornerstone Capital Holdings Stone Carlie Los Angeles, CA St. Louis, MO [email protected] [email protected] 310-499-5670 314-889-1110 Private Equity Investor Accountant/CPA
Keith Butcher Matthew Carroll Butcher Joseph Hayes LLC WestView Capital Partners St Louis, MO Boston, MA [email protected] [email protected] 314-558-5116 617-261-2054 Investment Banker/Broker Dealer Private Equity Investor
✔ Chad Byers, CM&AA Cesar Castaneda Brandywine Mergers & Acquisitions Gallagher Malvern, PA Dallas, TX [email protected] [email protected] 484-324-2597 972-663-6188 M and A Intermediary Consultant
Anthony Calamunci Chris Cathcart Roetzel & Andress The HalifaxGroup Toledo, OH Washington, DC [email protected] [email protected] 419-254-5247 202-530-8319 Attorney Private Equity Investor
✔= Member of AM&AA
– 18 – CONFERENCE ATTENDEES
Lewis Chan ✔ David Cohn, CM&AA Presidential Financial Corporation Diamond Capital Advisors LLC Alpharetta, GA Los Angeles, CA [email protected] [email protected] 770-723-7401 310-650-4304 Lender Investment Banker/Broker Dealer
✔ Teresa Cherry, CM&AA Stana Colovic The Family Wealth Collective CGA Nova Scotia Chicago, IL Halifax, Nova Scotia, Canada [email protected] [email protected] 312-540-9840 902-425-4923 Financial Advisor Corporate Executive
✔ Anthony Citrolo, CM&AA ✔ Scott Colvert Strategic M&A Advisors/NYBB Trinity Hunt Partners Woodbury, NY Dallas, TX [email protected] [email protected] 631-390-9650 214-777-6603 M and A Intermediary Private Equity Investor
Jessica Clemence ✔ James Colyer Jordan Zalaznick Advisers True North Companies Chicago, IL Scottsdale, AZ [email protected] [email protected] 312-573-6437 617-314-7504 Private Equity Investor Private Equity Investor
Ty Clutterbuck ✔ Tom Compton Peninsula Capital Partners Fifth Third Bank - Structured Finance Detroit, MI Cincinnati, OH [email protected] [email protected] 313-237-5110 513-534-6502 Private Equity Investor Lender
✔= Member of AM&AA
– 19 – CONFERENCE ATTENDEES
Donald Connor Brooks Crankshaw CGA Nova Scotia Highland Ridge Capital LLC Halifax, Nova Scotia, Canada Chicago, IL [email protected] [email protected] 902-425-4923 312-775-2030 Accountant/CPA Investment Banker/Broker Dealer
✔ Stephen Connor Laura Crosby-Brown Hamilton Robinson Capital Partners Regulatory Compliance Stamford, CT Londonderry, NH [email protected] lcbrosbybrown@ 203-602-0011 regualtorycompliance.com Private Equity Investor 603-216-8918 Consultant
✔ Matthew Cook ✔ Amy Cross Kidd & Company StillPoint Capital Old Greenwich, CT Tampa, FL [email protected] [email protected] 203-661-0070 813-891-9100 Private Equity Investor Investment Banker/Broker Dealer
Michael Corrigan ✔ John Curzon, CM&AA Corporate Value Metrics, LLC CCK Capital Strategies, PLC Westborough, MA Tulsa, OK [email protected] [email protected] 508-870-5805 918-491-4036 Management Consultant Accountant/CPA
✔ Ranga Covindassamy Beth DaSilva Business Development Asia Fleetridge Pacific New York, NY San Diego, CA [email protected] [email protected] 212-265-5300 619-523-0303 Investment Banker/Broker Dealer M and A Intermediary
✔= Member of AM&AA
– 20 –
CONFERENCE ATTENDEES
Christine Davis ✔ Max DeZara S&P Capital IQ Akoya Capital New York, NY Chicago, IL [email protected] [email protected] 212-438-5579 312-546-8322 Info Services/Technology Specialists Private Equity Investor
✔ Nina De Guzman, CM&AA Richard Diamond VSP Global Strait Lane Capital Partners, LLC Rancho Cordova, CA Dallas, TX [email protected] [email protected] 916-851-7556 214-295-9574 Analyst Private Equity Investor
✔ Jerry Dentinger ✔ Debra Dickson BDO USA, LLP Deerpath Capital Management Chicago, IL Houston, TX [email protected] [email protected] 312-239-9191 713-936-5623 Consultant-Value/Growth Lender
Kelly DePonte Elizabeth Di Cola Probitas Partners Fifth Third Bank, ESOP Finance Group San Francisco, CA Chicago, IL [email protected] [email protected] 415-704-2463 312-704-7132 Private Equity Investor Lender
Aarti Desai ✔ Ralph Dieckmann S&P Capital IQ Integre Partners Chicago, IL Chicago, IL [email protected] [email protected] 312-233-7145 312-488-4850 Info Services/Technology Specialists Business Broker
✔= Member of AM&AA
– 22 – CONFERENCE ATTENDEES
Michael Dinan ✔ Kevin Doyle Dinan & Company, LLC Intralinks Phoenix, AZ New York NY [email protected] [email protected] 602-248-8700 212-346-7601 Investment Banker/Broker Dealer Consultant
✔ Jeff Dinerstein Dave Dozor Haynes and Boone, LLP Dozor Enterprises, Inc. Houston, TX Tucson, AZ [email protected] [email protected] 713-547-2065 520-333-9231 Attorney Corporate Executive
✔ Sandra Ditore Doug Ducey Family Office Exchange Arizona State Treasurer Chicago, IL Phoenix, AZ [email protected] [email protected] 312-327-1233 602-542-7891 Consultant
✔ Timothy Dixon, CM&AA Christopher Dunlop Apex Consulting Houlihan Lokey Cayuga, IN Los Angeles, CA [email protected] 310-788-5307 217-703-4974 [email protected] Consultant-Value/Growth Investment Broker
Anthony Dolan ✔ Willis Eayrs, CM&AA Prairie Capital Advisors, Inc. Stuttgart, Germany Oakbrook Terrace, IL [email protected] [email protected] 1.1491763829e+014 630-413-5587 Consultant-Value/Growth Investment Banker/Broker Dealer
✔= Member of AM&AA
– 23– CONFERENCE ATTENDEES
✔ Jennifer Ehlen John Farr Thompson Street Capital Partners Columbia West Capital St Louis, MO Scottsdale, AZ [email protected] [email protected] 314-446-3316 480-664-1381 Private Equity Investor Investment Banker
Evan Eichorn Thomas Farrell OneSource Information Services Generational Equity, LLC Concord, MA Dallas, TX [email protected] [email protected] 978-318-4300 972-232-1100 Info Services/Technology Specialists Investment Banker
Aziz El-Tahch ✔ Jason Faucett Stout Risius Ross Transition Capital Partners New York, NY Dallas, TX [email protected] [email protected] 212-400-7299 214-978-3812 Private Equity Investor
✔ Daniel Elliott Peter Feinberg SCA Advisors Hoge Fenton Jones & Appel Houston, TX San Jose, CA [email protected] [email protected] 281-798-2910 408-287-9501 M and A Intermediary Attorney
✔ J. Michael Ertel, CM&AA David Felts Legacy M&A Advisors, LLC Brookwood Associates St Petersburg, FL Atlanta, GA [email protected] [email protected] 888-864-6610 404-419-1580 M and A Intermediary Investment Banker/Broker Dealer
✔= Member of AM&AA
– 24 – CONFERENCE ATTENDEES
Derek Ferguson Steven Forleiter Victory Park Capital Webster Business Credit, Corp. Chicago, IL Marlboro, NJ [email protected] [email protected] 312-705-4852 732-585-0535 Private Equity Investor Lender
Michael Ferreira ✔ Graeme Frazier Maxim Integrated Private Capital Research LLC / GF Data San Jose, CA Conshohocken, PA [email protected] [email protected] 408-601-5433 610-825-1153 M and A Intermediary Private Equity Investor
✔ Gary Ferrell, CM&AA ✔ Patricia Freitas Fuoco Diamond Capital Advisors Pacheco Neto Sanden Teisseire Los Angeles, CA Advogados [email protected] São Paulo, Brazil 3104-432-8579 [email protected] Investment Banker/Broker Dealer 5.511389744e+011 Attorney
Jon Finger Walker French Patton Boggs Statesman Corporate Finance Dallas, TX Houston, TX [email protected] [email protected] 214-758-6697 713-595-1352 Attorney Investment Banker/Broker Dealer
Bob Forbes Seth Friedman Forbes Mergers & Acquisitions RLJ Credit Opportunity Fund, L.P. Greenwood Village, CO Bethesda, MD [email protected] [email protected] 303-770-6017 240-744-7853 M and A Intermediary Private Equity Investor
✔= Member of AM&AA
– 25 – CONFERENCE ATTENDEES
✔ Juliana G. Meyer Gottardi Philip Gilbert Pacheco Neto Sanden Teisseire P&M Corporate Finance, LLC Advogados Southfield, MI São Paulo, Brazil [email protected] [email protected] 248-223-3326 5.511389744e+011 Investment Banker/Broker Dealer Attorney
Clint Gage Scott Gluck Roetzel & Andress Venable LLP Ft Lauderdale, FL Washington, DC [email protected] [email protected] 954-759-2760 202-344-4426 Attorney
Dennis Gano Adam Goddard Exit Planning Institute Morgan Stanley Algonquin, IL North Potomac, MD [email protected] [email protected] 847-458-2124 301-961-1826 Consultant-Value/Growth
✔ Sri Geedipalli, CM&AA ✔ Chris Godwin Simanor Gen Cap America New York, NY Nashville, TN [email protected] [email protected] 646-340-2040 615-256-0231 M and A Intermediary Private Equity Investor
Daniel Geisler ✔ Tom Goldblatt Mergermarket Ravinia Capital LLC New York, NY Chicago, IL [email protected] [email protected] 646-378-3140 773-336-2833 Corporate Executive
✔= Member of AM&AA
– 26 –
CONFERENCE ATTENDEES
Benjamin Gould Andri Gunnarsson Masuda, Funai, Eifert & Mitchell, Ltd. DealMarket AG Chicago, IL Zurich, Switzerland [email protected] [email protected] 312-245-7498 +41 43 888 75 30 Attorney Info Services/Technology Specialists
✔ Andrew Greenberg ✔ Robert Gurrola, CM&AA GF Data Resources LLC Summa Financial Group, LLC. W. Conshohocken, PA San Jose, CA [email protected] [email protected] 610-260-6239 408-454-2600 Investment Banker/Broker Dealer M and A Intermediary
Michael Greer ✔ Jaime Guzman-Fournier McGladrey LLP JGF Financial, Inc. Phoenix, AZ San Diego, CA [email protected] [email protected] 602-636-6000 858-750-3509 Accountant/CPA Private Equity Investor
Matt Greeson Travis Haley Greene Holcomb Fisher Main Street Capital Corporation Scottsdale, AZ Houston, TX [email protected] [email protected] 480-348-1525 713-350-6000 Investment Banker/Broker Dealer Private Equity Investor
Kirk Griswold ✔ Nancy Halwig Argosy Capital UPS Capital Global Supply Chain Wayne, PA Finance [email protected] Atlanta, GA 610-971-9685 [email protected] Private Equity Investor 404-828-7912 Lender
✔= Member of AM&AA
– 28 – CONFERENCE ATTENDEES
✔ Carol Hance ✔ Chris Haskett LongueVue Capital, LLC Graco Inc. Metairie, LA Minneapolis, MN [email protected] [email protected] 646-660-3994 612-623-6026 Private Equity Investo Corporate Executive
Shane Hansen ✔ Patrick Healy Warner Norcross & Judd C3 Capital Grand Rapids, MI Kansas City, MO [email protected] [email protected] 616-752-2492 816-756-2225 Attorney Private Equity Investor
Jeri Harman ✔ Calvin Hedman, CM&AA Avante Mezzanine Partners Hedman M&A Los Angeles, CA Valencia, CA [email protected] [email protected] 310-667-9244 661-287-6333 Private Equity Investor Investment Banker/Broker Dealer
Nathan Harnetiaux Loren Heger Kemper Corporation FNEX Chicago, IL Indianapolis, IN [email protected] [email protected] 312-661-4600 317-468-9899 Private Equity Investor Investment Banker/Broker Dealer
David Harvey Warren Henson Harvey & Company LLC Green Manning & Bunch Newport Beach, CA Denver, CO [email protected] [email protected] 949-757-0400 303-592-4800 M and A Intermediary Investment Banker/Broker Dealer
✔= Member of AM&AA
– 29 – CONFERENCE ATTENDEES
Barbara Hernandez ✔ Don Hillier Evolution Capital Partners Harvest CFO Cleveland, OH Cleveland, OH [email protected] [email protected] 216-593-0402 724-316-4752 Private Equity Investor Corporate Executive
Ken Heuer Peter Hlavin Kidd & Company TriVista Old Greenwich, CT Aliso Viejo, CA [email protected] [email protected] 203-661-0070 949-218-4830 Private Equity Investor Consultant-Value/Growth
✔ Barrett Hicken, CM&AA ✔ Milwood Hobbs, Jr. Potens Capital Advisors Oaktree Capital Management, L.P. Salt Lake City, UT New York, NY [email protected] [email protected] 801-988-5908 212-284-7893 M and A Intermediary Capital Markets Lender
✔ Jim Hill Aleece Hobson Benesch Hollinden | Professional Services Cleveland, OH Marketing [email protected] Houston, TX 216-363-4444 [email protected] Attorney 713-520-5532 Marketing Specialist
Rob Hill ✔ Reagan Hogerty IronRock Capital Partners Jordan/Zalaznick Advisers, Inc. St Louis, MO Chicago, IL [email protected] [email protected] 314-200-2626 312-573-6434 Private Equity Investor Private Equity Investor
✔= Member of AM&AA
– 30 –
CONFERENCE ATTENDEES
Jeremy Holland ✔ Jonathan Howe The Riverside Company Wedbush Securities Santa Monica, CA Los Angeles, CA [email protected] [email protected] 310-499-5080 213-688-4367 Private Equity Investor Investment Banker/Broker Dealer
Christine Hollinden, CPSM Matthew Hricko Hollinden | Professional Services Stout Risius Ross, Inc. Marketing New York, NY Houston, TX [email protected] [email protected] 646-807-4224 713-520-5532 Business Valuator Professional Services Marketer
Matthew Hook Jason Hubbard Centerfield Capital Partners KLH Capital Indianapolis, IN Tampa, FL [email protected] [email protected] 317-237-2324 813-222-0160 Private Equity Investor Private Equity Investor
Rich Horgan David Hugenberg Regulatory Compliance BNY Mellon Londonderry, NH Houston, TX [email protected] [email protected] 603-216-8919 281-796-2428 Consultant-Value/Growth Other
✔ Jarrett Horne Lisa Hulme Citrix ShareFile Prevail Capital, LLC Raleigh, NC Naples, FL [email protected] [email protected] 919-745-6160 239-234-1169 Info Services/Technology Specialists Investment Banker/Broker Dealer
✔= Member of AM&AA
– 32 – CONFERENCE ATTENDEES
✔ Carroll Hurst Fayyaz Ahmed Jarral Keiter CKA&Associates International Richmond, VA Islamabad, Pakistan [email protected] [email protected] 804-273-6204 9.2333517999e+011 Accountant/CPA Accountant/CPA
Jack Isaacs ✔ Robert Jensen RLJ Equity Partners McGladrey & Pullen, LLP Los Angeles, CA Chicago, IL [email protected] [email protected] 323-422-4686 312-634-4300 Private Equity Investor Accountant/CPA
✔ John Iwanski John Jester Riveron Consulting Audax Group Chicago, IL Boston, MA [email protected] [email protected] 312-262-3661 617-859-1509 Accountant/CPA Private Equity Investor
Zaida Jackson ✔ Robert Jirovec StillPoint Capital Acuity Capital Network Tampa, FL Las Vegas, NV [email protected] [email protected] 813-891-9100 702-220-3170 Investment Banker/Broker Dealer Investment Banker/Broker Dealer
✔ Fred Jager, CM&AA Jim Johnson Hunter Wise Financial Group Marquette Business Credit, Inc. Irvine, CA Dallas, TX [email protected] [email protected] 949-732-4100 214-389-5906 Investment Banker/Broker Dealer Lender
✔= Member of AM&AA
– 33 – CONFERENCE ATTENDEES
Andy Jones ✔ Michael Keck, CM&AA PEI Services Five Talents Financial Group Austin, TX Somerset, KY [email protected] [email protected] 512-777-1010 859-333-7932 Info Services/Technology Specialists M and A Intermediary
✔ Mark Jones ✔ Steve Keck, CM&AA River Associates Investments, LLC Five Talents Financial Group Chattanooga, TN Somerset, KY [email protected] [email protected] 423-755-0888 859-333-7932 Private Equity Investor M and A Intermediary
✔ Jeff Kadlic Aldy Keene Evolution Capital Partners Loyalty Research Center Cleveland, OH Indianapolis, IN [email protected] [email protected] 216-593-0402 317-465-1990 Private Equity Investor Consultant-Value/Growth
✔ Justin Kaplan Michael Kelley Balance Point Capital Partners Merion Investment Partners Westport, CT Radnor, PA [email protected] [email protected] 203-652-8264 610-230-0939 Private Equity Investor Private Equity Investor
✔ Adam Keck ✔ Thomas Kesoglou Gibraltar Business Capital, LLC McCarter & English, LLP Scottsdale, AZ New York, NY [email protected] [email protected] 480-440-2496 212-609-6821 Lender Attorney
✔= Member of AM&AA
– 34 – CONFERENCE ATTENDEES
✔ Don Keysser, CM&AA Eric Korsten Hannover Ltd. Branford Castle, Inc. Bloomington, MN New York, NY [email protected] [email protected] 612-710-0995 212-317-2219 M and A Intermediary Private Equity Investor
Todd Kinney Wade Kozich BDO USA, LLP GBQ Partners LLC New York, NY Columbus, OH [email protected] [email protected] 212-885-7485 614-221-1120 Consultant-Value/Growth Accountant/CPA
Brian Kinsman ✔ Ted Kramer Bunker Hill Capital Hammond, Kennedy, Whitney & Co., Inc. San Diego, CA Indianapolis, IN [email protected] [email protected] 858-793-4560 317-705-8735 Private Equity Investor Private Equity Investor
✔ Joseph Knowles Brent Kulman Dragonswood Advisors, Inc. BB&T Capital Partners Pittsburgh, PA Winston-Salem, NC [email protected] [email protected] 412-258-2073 336-733-0354 Other Private Equity Investor
Michael Kornman ✔ Heather La Freniere NCK Capital Gibraltar Business Capital, LLC Dallas, TX Northbrook, IL [email protected] [email protected] 469-995-9692 224-374-1517 Private Equity Investor Lender
✔= Member of AM&AA
– 35 –
CONFERENCE ATTENDEES
✔ Michael Landers ✔ Fanfu Li UHY, LLP Actuant Corporation Houston, TX Menomonee Falls, WI [email protected] [email protected] 713-407-3223 2622931917 Accountant/CPA Corporate Executive
✔ Ross Landreth, CM&AA Bruce Lipian Medical Valuations, Inc. StoneCreek Capital Phoenix, AZ Irvine, CA [email protected] [email protected] 480-529-3057 949-752-4580 Business Valuator Private Equity Investor
Steven LaTourette Dan Lipson McDonald Hopkins Rotunda Capital Partners Washington, DC Bethesda, MD [email protected] [email protected] 202-559-2620 240-482-0609 Corporate Executive Private Equity Investor
✔ Benjamin Lau Alex Livingston Acctone Business Consulting Limited Redwood Management Partners Sheung Wan, Hong Kong San Francisco, CA [email protected] [email protected] 852-60100061 415-952-7593 Accountant/CPA Investment Management
Josh Lawler ✔ William Loftis, CM&AA Zuber Lawler & Del Duca LLP Blue River Financial Group, Inc. Los Angeles, CA Grand Blanc, MI [email protected] [email protected] 213-596-5620 810- 694-9520 Attorney Investment Banker/Broker Dealer
✔= Member of AM&AA
– 37 – CONFERENCE ATTENDEES
Joseph Logan Ben Mackay Pinnacle Group International Evolve Capital Carefree, AZ Dallas, TX [email protected] [email protected] 480-994-6170 214-220-4801 Other Private Equity Investor
Mark Looft ✔ Kyle Madden Cole Taylor Business Capital KLH Capital Irvine, CA Tampa, FL [email protected] [email protected] 949-606-5227 813-222-0160 Lender Private Equity Investor
✔ Torben Luth Heather Madland JZ International Huron Capital Partners London, United Kingdom Detroit, MI [email protected] [email protected] +44 207 491 3633 313-962-5800 Private Equity Investor Private Equity Investor
✔ Joe Maas, CM&AA ✔ Anthony J. Madonia Synergetic Finance Anthony J. Madonia & Associates, Ltd. Seattle, WA Chicago, IL [email protected] [email protected] 206-386-5455 312-578-9300 Financial Advisor Attorney
Robert Machiz ✔ David Magdol MoneySoft Inc. Main Street Capital Corporation Phoenix, AZ Houston, TX [email protected] [email protected] 602-266-7710 713-350-6000 Private Equity Investor
✔= Member of AM&AA
– 38 – CONFERENCE ATTENDEES
Tim Mages ✔ Kenneth Marks, CM&AA Salem Halifax Capital Partners, LP High Rock Partners, Inc. Atlanta, GA Raleigh, NC [email protected] [email protected] 770-790-5053 919-256-8152 Private Equity Investor M and A Intermediary
Ann Mahon ✔ Peter Martin, CM&AA Intralinks Kennedy and Coe New York, NY Loveland, CO [email protected] [email protected] 212-346-7601 970-685-3419 Info Services/Technology Specialists M and A Intermediary
✔ Dan Mahoney ✔ Nancy Martinez CMF Associates, LLC Dinan & Company, LLC Philadelphia, PA Phoenix, AZ [email protected] [email protected] 215-531-7493 602-248-8700 M and A Intermediary Investment Banker/Broker Dealer
Cary Mailandt ✔ Charles Maskell Montgomery Coscia Greilich LLP Chesapeake Corporate Advisors Plano, TX Baltimore, MD [email protected] [email protected] 972-748-0262 410-537-5988 Consultant-Value/Growth Business Valuator
Justine Mannering Devin Mathews Business Development Asia Chicago Growth Partners New York, NY Chicago, IL [email protected] [email protected] 212-265-5300 312-698-6312 Investment Banker/Broker Dealer Private Equity Investor
✔= Member of AM&AA
– 39 – CONFERENCE ATTENDEES
✔ Nelson (JR) Matthews Rich McMenamin Tregaron Capital Co. CliftonLarsonAllen LLP Palo Alto, CA Oak Brook, IL [email protected] [email protected] 650-403-2085 630-954-8107 Private Equity Investor Accountant/CPA
Eric Mattson Scott McRill Excellere Partners SS&G, Inc. Denver, CO Solon, OH [email protected] [email protected] 303-765-2371 440-248-8787 Private Equity Investor M and A Intermediary
Joel Mayersohn Jeffrey Miller Roetzel & Andress Valuation Research Corporation Ft Lauderdale, FL New York, NY [email protected] [email protected] 954-759-2763 212-983-3370 Attorney Business Valuator
✔ Bob McDonald, CM&AA Cory Mims Briggs & Veselka Co. ICV Partners Houston, TX New York, NY [email protected] [email protected] 713-667-9147 212-455-9609 Accountant/CPA Private Equity Investor
David McGuire Jonathan Moore Trinity Industries, Inc. Flackman, Goodman & Potter, P.A. Dallas, TX Ridgewood, NJ [email protected] [email protected] 214-589-8086 201-639-5746 Corporate Executive Accountant/CPA
✔= Member of AM&AA
–40 – CONFERENCE ATTENDEES
Joseph Morris ✔ Paul Novak Private Capital Research LLC Iron Rock Capital Partners Conshohocken, PA St. Louis, MO [email protected] [email protected] 610-825-1193 314-746-7427 Private Equity Investor Private Equity Investor
✔ Kerry Morris, CM&AA ✔ Richard M. Oblath Shoreline Partners, LLC Shell Downstream Inc. San Diego, CA London, United Kingdom [email protected] [email protected] 858-587-9800 +44 207 934 5407 Investment Banker/Broker Dealer Corporate Executive
Kathy Nalywajko Walter O’Haire Legg Mason Investment Counsel Valuation Research Corporation New York, NY San Francisco, CA [email protected] [email protected] 212-554-7160 415-513-4777 Financial Advisor Business Valuator
Jordan Nickerson ✔ Tim Oleszczuk DealMarket AG Grace Matthews, Inc. Zurich, Switzerland Milwaukee, WI [email protected] [email protected] +41 43 888 75 30 414-278-1120 Info Services/Technology Specialists Investment Banker/Broker Dealer
✔ Dennis Niven, CM&AA Robert L. Palmer B2B CFO® Community Bankers Association of Ohio Scottsdale, AZ Columbus, OH [email protected] [email protected] 480-766-3198 614-846-2349 Consultant-Value/Growth Consultant-Value/Growth
✔= Member of AM&AA
– 41 – CONFERENCE ATTENDEES
✔ Brett Parr Christopher Petrossian Capital For Business Lincoln International St. Louis, MO Los Angeles, CA [email protected] [email protected] 314-746-7427 213-283-3703 Private Equity Investor Investment Banker/Broker Dealer
Andrew Peix Ren Pettinelli Serent Capital IronRock Capital Partners San Francisco, CA St Louis, MO [email protected] [email protected] 415-343-1028 314-200-2626 Private Equity Investor Private Equity Investor
✔ Andrew Pendleton, CM&AA ✔ Michael Pfeffer Montgomery Coscia Greilich LLP Post Capital Partners Plano, TX New York, NY [email protected] [email protected] 972-748-0283 212-888-5700 Consultant-Value/Growth Private Equity Investor
Stephen B. Perry Dan Phelan Linsalata Capital Partners Merrill DataSite Mayfield Heights, OH Los Angeles, CA [email protected] [email protected] 440-684-1400 213 253 2139 Private Equity Investor Info Services/Technology Specialists
✔ Barry Peterson ✔ Paul Pillat, CM&AA Northcreek Mezzanine Cornerstone Business Services Inc. Cincinnati, OH Green Bay, WI [email protected] [email protected] 513-985-6601 920-436-9890 Private Equity Investor M and A Intermediary
✔= Member of AM&AA
– 42 – CONFERENCE ATTENDEES
✔ Richard Prestegaard Brendan Rampi High Road Capital Partners S&P Capital IQ New York, NY Chicago, IL [email protected] [email protected] 212-554-3270 212-438-5579 Private Equity Investor Info Services/Technology Specialists
Carr Preston Kay Ranade Akoya Capital Partners, LLC Loyalty Research Center Chicago, IL Indianapolis, IN [email protected] [email protected] 312-546-8312 317-465-1990 Private Equity Investor Consultant/Value Growth
✔ Daniel Prisciotta Colin Raws Equity Stragies Group Boathouse Capital Paramus, NJ Wayne, PA [email protected] [email protected] 201-556-4502 610-688-6314 Financial Advisor Private Equity Investor
✔ Fredric Prohov, CM&AA Christopher Reap Prohov & Assoicates, Ltd. True North Companies Chicago, IL Scottsdale, AZ [email protected] [email protected] 312-807-3965 617-314-7504 Attorney Private Equity Investor
✔ Donnie Quist, CM&AA Euan Rellie Hood Engineering & Technical Business Development Asia Calgary, Alberta, Canada New York, NY [email protected] [email protected] 780-975-0787 212-265-5300 Corporate Executive Investment Banker/Broker Dealer
✔= Member of AM&AA
– 43 – CONFERENCE ATTENDEES
Nicholas Renter ✔ Billy Richardson Merrill DataSite TBSI Consulting Dallas, TX Waco, TX [email protected] [email protected] 214-754-2100 254-757-1709 Info Services/Technology Specialists Consultant-Value/Growth
Christopher Reuscher ✔ Joseph Rippe, CM&AA Roetzel & Andress Rippe & Kingston Capital Advisors Akron, OH Cincinnati, OH [email protected] [email protected] 330-762-7994 513-977-4528 Attorney Business Valuator
Max Reviakin ✔ Douglas Robbins, CM&AA Sutton Place Strategies Robbinex Inc. New York, NY Hamilton, Ontario, Canada [email protected] [email protected] 917-407-6407 905-523-7510 Info Services/Technology Specialists Business Broker
Chuck Richards ✔ Michael Roberts CoreValue Software Roberts McGivney Zagotta LLC Norwich, VT Chicago, IL [email protected] [email protected] 800-640-1848 312-251-2295 Info Services/Technology Specialists Attorney
Fritz Richards Christopher Roden Prestwick Partners, LLC C3 Capital, LLC Minneapolis, MN Scottsdale, AZ [email protected] [email protected] 612-339-6115 203-913-1621 Investment Banker/Broker Dealer Private Equity Investor
✔= Member of AM&AA
– 44 – RALAW.COM ROETZEL & ANDRESS, A LEGAL PROFESSIONAL ASSOCIATION
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R&A_12-301_GFI-46.indd 1 12/19/13 2:25 PM CONFERENCE ATTENDEES
Tony Roe Allison Salo The Independence Group S&P Capital IQ Folsom, CA Chicago, IL [email protected] [email protected] 916-458-7356 212-438-5579 M and A Intermediary Info Services/Technology Specialists
✔ Michael Rosenbaum ✔ Bud Sandberg, CM&AA Quadrant Five Wals & Associates, Ltd. Chicago, IL Minneapolis, MN [email protected] [email protected] 312-582-4470 952-525-2260 Consultant-Value/Growth Consultant-Value/Growth
✔ Peter Rothschild George Sandmann Tamarix Capital Corp. CoreValue Software New York, NY Norwich, VT [email protected] [email protected] 212-419-2858 800-640-1848 Private Equity Investor Info Services/Technology Specialists
✔ Ronald Rudich, CM&AA Steve Sangalis Gorfine Schiller & Gardyn, P.A. Progress Equity Partners Owings Mills, MD Englewood, CO [email protected] [email protected] 410-517-6838 303-297-1701 Business Valuator Private Equity Investor
✔ Jeff Sackman Eddie Santillan RubinBrown LLP Redwood Management Partners Clayton, MO San Francisco, CA [email protected] [email protected] 314-290-3406 415-952-7593 Accountant/CPA Private Equity Investor
✔= Member of AM&AA
– 46 – CONFERENCE ATTENDEES
✔ Adam Schecter Conner Searcy Geneva Glen Capital Trive Capital Chicago, IL Dallas, TX [email protected] [email protected] 312-525-8502 214-499-9722 Private Equity Investor Private Equity Investor
Janet Scherr ✔ Ted Sengpiel The Independence Group Merrill DataSite Folsom, CA St Louis, MO [email protected] [email protected] 916-458-7356 314-315-2909 M and A Intermediary Info Services/Technology Specialists
✔ Erich Schmid, CM&AA Sameer P. Sethi Business Intermediary Services, Ltd. Sethi Petroleum Fairview, NC Plano, TX [email protected] [email protected] 828-333-9729 972-509-9100 M and A Intermediary Corporate Executive
Ian Schnider Michael Sharkey Fortress Investment Group Cole Taylor Business Capital Los Angeles, CA Rosemont, IL [email protected] [email protected] 310-228-3014 262-827-4670 Lender Other
David Schweikert ✔ Sid Shaver, CM&AA Arizona, 6th District Sid Shaver U.S. House of Representatives Statesman Corporate Finance LLC Scottsdale, AZ Houston, TX 480-946-2411 [email protected] 713-590-4697 Investment Banker/Broker Dealer
✔= Member of AM&AA
– 47 – CONFERENCE ATTENDEES
✔ Terence Shepherd, CM&AA ✔ Santiago Simon del Burgo, CM&AA ROCG ESADE Business School Framingham, MA Barcelona, Spain [email protected] [email protected] 617-412-4640 34 932806162 Consultant-Value/Growth M and A Intermediary
Linda Shepro ✔ James Simpson, CM&AA FDX Capital Finance 500, Inc. Chicago, IL Irvine, CA [email protected] [email protected] 312-327-1221 949-502-6814 Investment Banker/Broker Dealer Investment Banker/Broker Dealer
✔ Jonathan Siebers, CM&AA Eric Sloane Smith Haughey Rice & Roegge Southfield Mezzanine Capital Grand Rapids, MI Los Angeles, CA [email protected] [email protected] 616-458-5298 310-473-7900 Attorney Lender
Scott Siegel Pryor Smartt PineBridge Lead Capital Partners New York, NY Nashville, TN [email protected] [email protected] 646-857-8661 615-499-6164 Private Equity Investor Private Equity Investor
✔ Lawrence Simon Michael Smiggen Clearview Capital, LLC BMO Harris Bank Los Angeles, CA Phoenix, AZ [email protected] [email protected] 310-806-9555 602-650-3816 Private Equity Investor Lender
✔= Member of AM&AA
– 48 – CONFERENCE ATTENDEES
Megan Sneed Astrid Soto Burch & Company, Inc. Audax Group Kansas City, MO Boston, MA [email protected] [email protected] 816-842-4660 617-859-1625 Broker Dealer Private Equity Investor
✔ Christopher Snider Bruce Sprenger Exit Planning Institute Cole Taylor Business Capital Algonquin, IL Brookfield, WI [email protected] [email protected] 847-458-2124 262-827-4670 M and A Intermediary Private Equity Investor
✔ Michael Snider, CM&AA Ira Starr MSB Global Business Alliance Long Point Capital Atlanta, GA New York, NY [email protected] [email protected] 404-378-7707 212-593-1800 Private Equity Investor
Robert Socol Kristen Steagall Stout Risius Ross, Inc. Axial Chicago, IL New York, NY [email protected] [email protected] 312-752-3335 917-639-5328 Business Valuator M and A Intermediary
✔ Brent Solomon, CM&AA ✔ Brian Steffens, CM&AA Brent Solomon Storm Industries, Inc. CohnReznick LLP Torrance, CA Bethesda, MD [email protected] [email protected] 310-602-5312 301-280-3658 Business Development Business Valuation
✔= Member of AM&AA
– 49 – Ideas Relationships Results
The Rainmaker Companies is the leading provider of alliance, consulting and training services in the accounting industry. We help you face today’s unique challenges with proven solutions that help accounting firms grow.
For more information, please visit www.therainmakercompanies.com or call us on 615-373-9880 CONFERENCE ATTENDEES
Scott Stepanik Benjamin Sykora CapTarget Bow River Capital Partners San Diego, CA Denver, CO [email protected] [email protected] 888-952-1777 303-861-8466 Private Equity Investor Private Equity Investor
Nicholas Stone Justin Teich Cyprium Investment Partners Brandywine Mergers & Acquisitions Chicago, IL Malvern, PA [email protected] [email protected] 312-283-8801 484-534-8600 Private Equity Investor M and A Intermediary
✔ Harvey Strode, CM&AA Kelci Thomasco Hunter Wise Financial Group; IronRock Capital Partners UCBB Capital & Financial Solutions St Louis, MO Diamond Bar, CA [email protected] [email protected] 314-200-2626 909-268-7530 Private Equity Investor Investment Banker/Broker Dealer
✔ Jacob Sturdy Andrew Thompson IronRock Capital Partners Wafra Partners St Louis, MO New York, NY [email protected] [email protected] 314-200-2626 212-759-3700 Private Equity Investor Private Equity Investor
✔ Joseph Svitek John Thornton Ash Brokerage Tregaron Capital Co. Fort Wayne, IN Palo Alto, CA [email protected] [email protected] 260-434-9745 650-403-2082 Accountant/CPA Private Equity Investor
✔= Member of AM&AA
– 51 – CONFERENCE ATTENDEES
Lorelei Tolson David Vavrichek Oxford Financial Group Deerpath Capital Management, LP Indianapolis, IN New York, NY [email protected] [email protected] 317-805-5134 646-786-1023 Financial Advisor Lender
Richard Truelick Michael Vermillion Beatrice Foods Co. NAVEX Global Truelick Associates New York, NY Phoenix, AZ [email protected] 602-225-2000 908-781-1825
Justin Unertl Kurt Viehl Excellere Partners Mergermarket Denver, CO New York, NY [email protected] [email protected] 303-765-2416 646-378-3140 Private Equity Investor Corporate Executive
✔ Donald VanderZwaag, CM&AA ✔ Anthony Walker, CM&AA Rua Associates TE Connectivity Grand Rapids, MI Fort Mill, SC [email protected] [email protected] 616-610-9705 860-208-8949 M and A Intermediary Corporate Executive
Raul Varela Richard Ward Merrill DataSite Stifel Nicolaus Los Angeles, CA Irvine, CA [email protected] [email protected] 720-264-1423 949-271-5110 Info Services/Technology Specialists Financial Advisor
✔= Member of AM&AA
– 52 – CONFERENCE ATTENDEES
Holly Washington Jonathan Wilson S&P Capital IQ Siguler Guff New York, NY Boston, MA [email protected] [email protected] 212-438-2286 617-648-2100 Info Services/Technology Specialists
✔ Jennifer Watson ✔ Jay Winkler Masuda, Funai, Eifert & Mitchell, Ltd. Entrada Group Chicago, IL Chicago, IL [email protected] [email protected] 312-245-7500 210-828-8300 Attorney Private Equity Investor
Bob Wegbreit ✔ Tim Witt GF Data Resources Prairie Capital Advisors, Inc. West Conshohocken, PA Oakbrook Terrace, IL [email protected] [email protected] 610-260-6263 630-413-5593 Consultant-Value/Growth Investment Banker/Broker Dealer
Jessica Whitman ✔ Scott Woodward, CM&AA Houston, TX Whitley Penn, LLP Main Street Capital Corporation Dallas, TX [email protected] [email protected] 713-350-6000 214-393-9412 Private Equity Investor Accountant/CPA
Michael Wilkins ✔ Lisa Wright, CM&AA Harris Williams & Co. Bureau van Dijk San Francisco, CA Manchester, United Kingdom [email protected] [email protected] 415-288-4260 44 161 838 9551 Info Services/Technology Specialists M and A Intermediary
✔ Larry Willis Abby Zeitlin The Independence Group Pinnacle Group International Folsom, CA Carefree, AZ [email protected] [email protected] 916-458-7356 480-994-6170 M and A Intermediary Executive Recruiter ✔= Member of AM&AA – 53 – Campaign for Clarity Club Members
10,000 Club 1000 Club Jeff Hider Mike Adhikari Andrew Cagnetta Jim Afinowich Robert Cimasi Brian Knight Jim Eckles Brian Wendler John Zayac Bruce Bernard Josh Bammel 5000 Club C Daniel Elliott Ken Gaines Kevin S Carlie Carl Grimes Larry Pignataro Len Krick Champ Davis Linda Purcell Pierre Villere Christopher Snider Mark Devine Todd Cushing Dale Armor Mark Shappee Darold Stagner Matt Miller 2500 Club Dolliver Frederick Michael Weiss Faisal Alsayrafi Don Hankins Mike Raab J Michael “Mike” Ertel Don Keysser Mike Schaack James “Jim” W Cornell Don VanderZwaag Rita Barbato John Johnson Douglas Milner Robert Jirovec Nancy Horton Eugene Gottesman Rocco Pezza Peter “Pete” Christman Gary Johnson Ron Johnson Randy Burch George Chaconas S. Mike Richards Robert “Bob” Gurrola Gerald Esmer Suzanne De Lucia Robert Kinsella Gerald O’Dwyer Tom Pagano Roger Murphy Greg Phototiadis Vern Schroeder W Michael Grady Jay Bradway Walter Tomlinson
– 54 – A World Class Level of Professional Achievement
An advanced credential evidencing the highest recognized standards of professional excellence for middle market corporate financial advisory and transaction services.
2014 Training Program Dates
March 10 – 14, 2014 CHICAGO, IL (DePaul) April 28 – May 2, 2014 September 15 – 19, 2014 October 20 – 24, 2014
http://www.amaaonline.com/cmaa
Perfect for: · Promote the professionalism of our space · Enhance the marketing of your firm · Expand the credibility of the CM&AA
Special AM&AA Conference Pricing Available!
PRINCESS BALLROOM: SALON A-E
EXECUTIVE DEAL LOUNGE AM&AA
1 27 26 25 24 23 22 21 2 1 50 19 20 ROAD MAP 2 39 40
3 5 4 3 18 38 Dynamic 4 5
DEALMAKING: 6 16 17 New Rules, New Strategies, New Opportunities STAGE 6 7
8 7
ALLIANCE OF MERGER & ACQUISITION ADVISORS®
9 28 8 13 14 15
11 30 29 January 21-23, 2014 9 Fairmont Scottsdale Princess Resort 10 Scottsdale, Arizona 10 11 12 31 32 33 34 35 36 37 12 ROAD MAP SPONSOR:
13 49 14 41 42 43 44 45 15 46 47 48 MMA
ENTRANCE ENTRANCE
CONFERENCE SPONSORS
2013 Thought Leader of the Year Partners
Bureau van Dijk Table #49 www.bvdinfo.com We’re experts in company information and business intelligence - in particular private company information and company hierarchies. Our products combine powerful software with detailed information on private and public companies and banks around the world.
Merrill Datasite Table #50 www.datasite.com Merrill DataSite provides a secure virtual workspace service that optimizes collaboration and information management across enterprises. Merrill DataSite utilizes proprietary, award-winning technology whereby content is captured and indexed into a logical online, central repository that is 100% searchable and is operated within a highly secure environment allowing multiple parties real-time access to confidential information. As the leading virtual workspace in M&A, Merrill DataSite integrates proprietary technology, a highly-secure ISO-certified operating environment and dedicated project support to address clients’ information needs.
2014 Thought Leader of the Year Partner
BKD Table #31 www.BKD.com BKD, LLP, a top tier CPA and advisory firm in the U.S., helps people and businesses realize their goals. Our approximately 2,000 dedicated professionals offer solutions to clients in all 50 states and internationally. We combine the insight and ideas of multiple disciplines to provide solutions to a wide range of industries, including financial services, not-for-profit, manufacturing, distribution, health care, construction and real estate.
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Platinum
S&P Capital IQ Table #48 www.spcapitaliq.com S&P Capital IQ, a leading provider of multi-asset class data, research and analytics to investment banks and private equity firms around the world, provides a broad suite of capabilities designed to help deal makers monitor the market for new business opportunities, better advise their own clients throughout the deal process, perform detailed company and transaction analysis, and stay on top of their coverage universe and the market.
Sethi Petroleum Table #45 www.sethi-fg.com Sethi Petroleum LLC delivers energy-related investment and advisory solutions to high net worth individuals as well as to elite private funds and institutions. Our deep expertise & industry connectivity facilitates custom-engineered direct drilling and auxiliary opportunities alongside major E&P firms that are not available anywhere else.
Gold
Iron Rock Table #11 www.ironrockcap.com IronRock Capital Partners is an impact investment firm focused on creating sustainable economic development. We provide debt and equity funding to operating businesses in underserved communities.
McCarter & English, LLP Table #44 www.mccarter.com McCarter & English, LLP is a full-service law firm with more than 400 attorneys in Boston, Hartford, New York, Newark, Philadelphia, Stamford and Wilmington. In continuous business for more than 160 years, we are the law firm of choice for clients ranging from Fortune 500 companies to mid-market and emerging growth companies across a broad range of industries.
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Silver
CoreValue Software Table #32 www.corevaluesoftware.com CoreValue Software is a new patent pending web application designed to help business owner clients understand and improve transferrable enterprise value. CoreValue is both an assessment tool and platform from which M&A advisors and business owners can assess businesses, identify value gaps, shore up weaknesses, prepare businesses for sale or simply reach new heights.
Evolution Capital LLC Table #35 www.evolutioncp.com Evolution Capital Partners is a small business private equity fund investing growth equity nationwide in Second Stage Companies generating annual free cash flow of $500,000 to $2,000,000. Evolution specializes in helping entrepreneurial businesses successfully navigate the critical transition through No Man’s Land by providing the capital, management, infrastructure and other resources necessary to leverage the time and energy of the business owner.
Loyalty Research Center Table #34 www.loyaltyresearch.com Loyalty Research Center is a full service research company specializing in measurement and management of stakeholder relationships for business growth. Our offerings to the Mergers & Acquisitions sector include Customer Due Diligence, Portfolio Management and Business Growth services.
Roetzel Table #33 www.ralaw.com With more than 200 attorneys in 13 offices, Roetzel attorneys serve a broad spectrum of clients on a regional, national and international basis.
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The Rainmaker Companies Table #47 www.therainmakercompanies.com The Rainmaker Companies is a leading provider of alliance, consulting and training services exclusively to the accounting Profession. In everything we do, we seek to carry out our mission to make a strong impact within the firms and on the people with whom we partner. Our mission is to transform the lives of our clients. Transformation is a process that produces change and a noticeable difference.
Bronze
AxialMarket Table #10 www.axial.net AxialMarket is the online network for the private markets, helping deal professionals and company executives access and manage people, capital and opportunities powered by trusted relationships and proprietary deal sourcing and deal management software tools.
BDO USA LLP Table #41 www.bdo.com BDO is the brand name for BDO USA, LLP, a U.S. professional services firm providing assurance, tax, financial advisory and consulting services to a wide range of publicly traded and privately held companies. For more than 100 years, BDO has provided quality service through the active involvement of experienced and committed professionals. The firm serves clients through more than 40 offices and more than 400 independent alliance firm locations nationwide. As an independent Member Firm of BDO International Limited, BDO serves multinational clients through a global network of 1,204 offices in 138 countries.
Benesch Table #12 www.beneschlaw.com Benesch is a business law firm with offices in Cleveland, Columbus, Indianapolis, Philadelphia, Shanghai, White Plains and Wilmington. The firm services national and international clients that include public and private, middle market and emerging companies as well as private equity funds, entrepreneurs, non-profit organizations, trusts and estates.
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Branford Castle Table #7 www.branfordcastle.com Branford Castle, Inc. (“Branford”) is a long-term investor in small to medium sized private companies. With each new investment, Branford builds on its senior management’s 35+ year history of helping to grow businesses. Traditionally, we make control and non-control investments in companies with up to $75MM in total enterprise value.
Business Development Asia Table #4 www.bdallc.com Business Development Asia is an investment banking firm that advises on international mergers and acquisitions, distressed situations, private placement, capital raisings, valuations and financial restructurings. We specialize in cross-border transactions involving Asia including the Middle East with enterprise values up to US$1bn. We have a strong track record advising North American, European, and Asian firms on cross- border transactions. We have over 80 professional staff throughout 10 offices located in Asia, the US, and Europe.
Capital for Business Table #27 www.capitalforbusiness.com CFB is a private equity sponsor who buys companies, backs buyers, and funds growth of companies in the central and southern U.S., targeting manufacturers and distributors of industrial products with annual sales of $10MM to $70MM in need of equity capital.
CapTarget Table #9 www.captarget.com CapTarget is an expert team of research analysts equipped with the industry’s best tools supporting the deal research and marketing needs of M&A, private equity, corporate buyers, & consultants.
Citrix Sharefile Table #6 www.sharefile.com A virtual data room from Citrix ShareFile allows you to easily control, share and track your secure documents — it’s your complete due diligence solution. Our web-based virtual data room allows parties around the world to access documents easily and securely with complete audit trails.
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Cole Taylor Business Capital Table #15 www.coletaylor.com Cole Taylor Business Capital (CTCB) a division of Cole Taylor Bank, a commercial bank based in Chicago, IL, provides creative asset-based financing to middle-market companies throughout the United States ranging from $5 million- $50 million. CTBC lends to U.S. middle market manufacturers, distributors and service companies; selected regional or national store-based retail chains with sales from $25 million to $500 million primarily with needs related to acquisitions, dividend recapitalizations, growth, debt restructurings, debtor-in-possession, and turnarounds. CTBC provides flexible structures that include revolving lines of credit supported by accounts receivable and inventory and term loans, supported by equipment and real estate.
Corporate Value Metrics Table #8 www.corporatevalue.net Corporate Value Metrics (“CVM”) is pleased to introduce the Value Opportunity Profile™ (“VOP”), an unrivaled web-based business assessment tool designed to strengthen companies, prepare them for growth, and maximize long-term value. Developed for advisors of companies with revenues from $5M - $100M, the VOP can help increase company values by 80% - 100% over a 3 – 5 year period.
DealMarket Table #30 www.dealmarket.com DealMarket is an online platform enabling private equity buyers, sellers and advisors to maximize opportunities around the world – a one-stop shop for PE professionals.
Dinan & Company, LLC Table #13 www.dinancompany.com Dinan & Company is the nation’s leading acquisition search firm and is uniquely qualified to assist in generating proprietary deal flow for our clients.
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Exit Planning Institute Table #37 www.exit-planning-institute.org The Exit Planning Institute® (EPI) is the premiere international membership organization serving the educational and resource needs of exit planning professionals. Formed in 2005 to bring together business brokers, M&A advisors, CPAs, financial advisors, attorneys, management consultants and other business advisors, the Exit Planning Institutes members, including some of the most highly recognized leaders in the industry, draw upon their combined expertise to better serve the needs of small and mid-sized business owners worldwide.
FDX Table #17 www.fdxcapital.com FDX Capital connects private investors with direct investment opportunities. We are a broker dealer affiliate of Family Office Exchange, the largest global membership organization for family offices.
Flackman Goodman & Potter P.A. Table #21 www.fgpcpa.com FGP is a mid-sized accounting firm with large-sized capabilities. We combine the personalized attention our clients seek from a firm of our size with the technology, research, and professional resumes normally found at the big national accounting firms. We provide full-service accounting, auditing, tax, and business and financial consulting services.
Private Capital Research/GF Data Table #46 www.pcrllc.com Private Capital Research LLC (“PCR”) is a unique investment and consulting organization that provides high quality investment opportunities for private capital investors in the lower end of the middle market.
Hollinden Table #24 www.hollinden.com Hollinden | professional services marketing is the strategic consultancy for expertise- driven firms. We help our clients create successful firms by developing and aligning people, processes and positioning.
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Intralinks Table #14 www.intralinks.com Intralinks Holdings, Inc. is a leading, global technology provider of inter-enterprise content management and collaboration solutions. Through innovative Software-as-a- Service solutions, Intralinks solutions are designed to enable the exchange, control, and management of information between organizations securely and compliantly when working through the firewall. More than 2 million professionals at 800 of the Fortune 1000 companies depend on Intralinks’ experience.
Kidd & Company Table #36 www.kiddcompany.com Kidd & Company, LLC (“KCO”) is the principal investment arm of the Kidd Family office. KCO focuses on the lower end of themiddle market, acquiring majority interests in businesses with LTM EBITDA of less than $10million. The firm’s investments may be standalone businesses or may involve the simultaneous acquistion of multiple companies to creat the platform business of an investment strategy.
Main Street Capital Corportaion Table #29 www.mainstcapital.com Main Street Capital is a principal investment firm that provides long-term debt and equity capital to lower middle market companies and debt capital to middle market companies.
Marquette Business Credit, Inc. Table #28 www.marquettebusinesscredit.com Marquette Business Credit provides Asset Based loans to middle market U.S. based companies with credit requirements from $1-15 million. On a national basis, to a wide variety of industries, we provide secured lines of credit against Accounts Receivable, Inventory, Machinery and Equipment, Real Estate, along with Cash Flow supported Term Loans.
– 64 – CONFERENCE SPONSORS
Masuda, Funai, Eifert & Mitchell, Ltd. Table #25 www.masudafunai.com Masuda Funai is a full-service law firm representing international and domestic companies operating and investing in the United States. Our 40 attorneys located in Chicago, Schaumburg and Los Angeles counsel clients in every aspect of business, including establishing, acquiring, and financing operations; ownership, development and leasing of real estate; transfer of overseas employees to the U.S.; employment, labor, and benefits counseling and dispute resolution; intellectual property, copyright and trademark; business litigation; creditors’ rights and business risk management; structuring the distribution and sale of products and services throughout the U.S.
MergerMarket Table #42 www.mergermarket.com/info With the largest network of dedicated M&A, Mergermarket offers the most comprehensive M&A intelligence service available today. Our reporters are based in 65 locations across the Americas, Europe, Asia-Pacific, the Middle East and Africa.
Montgomery Coscia Greilich LLP Table #38 www.mcggroup.com Montgomery Coscia Greilich LLP is a full-service professional accounting firm with expertise in audit & assurance, tax, and consulting. The firm’s consulting services include transaction advisory, valuation, CFO advisory & interim management, and strategy & management consulting.
Northcreek Mezzanine Table #22 www.northcreekmezzanine.com/main/index.php Northcreek makes creatively structured mezzanine debt investments in lower middle- market companies. We target companies with revenues between $5 and $150 million and our target investment size ranges from $1 million to $8 million. We will invest in a variety of transactions including leveraged acquisitions, recapitalization, growth/ expansion, buyout and balance sheet re-positioning or senior deleveraging.
OneSource Table #39 www.onesource.com For more than 20 years OneSource has been a recognized leader in business information solutions; delivering unparalleled company, executive, and industry intelligence that make business professionals more effective and productive in completing their critical daily tasks.
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Patton Boggs Table #23 www.pattonboggs.com Patton Boggs advises investors and lenders in lower middle market transactions. We offer a national platform, a spirit of partnership with our clients and a desire to help our clients close deals quickly and efficiently.
Peninsula Capital Partners LLC Table #26 www.peninsulafunds.com Peninsula Capital Partners is a one-stop provider of junior capital with the capability, flexibility and competence to address any transactional financing need via individual or multiple tranches of subordinated debt, preferred equity and/or common equity.
Pitchbook Data, Inc. Table #43 www.pitchbook.com PitchBook is an independent research firm providing superior intelligence on the private equity industry.
Prevail Capital Table #1 www.prevailcapital.com Prevail Capital is a boutique placement agent and LP services consulting firm dedicated to bringing alternative asset investors access to the most innovative and best performing private equity partnerships. Our team has successfully raised over $1 billion from institutional and corporate investors worldwide and is committed to building respectful and trusted relationships with both GPs and LPs. We are a registered broker dealer and selectively represent only one active engagement at a time.
Regulatory Compliance Table #19 www.regulatorycompliance.com Regulatory Compliance provides comprehensive compliance solutions for broker dealers and registered investment advisers― from ongoing back office compliance support, accounting and FINOP services, independent AML testing, to SEC and FINRA books and records examinations to preparing broker-dealer and investment adviser firms for regulatory exams, to Change of Membership Applications, and Firm Registrations including CFTC/NFA CPO Applications.
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Roberts McGivney Zagotta LLC Table #16 www.rmczlaw.com Roberts McGivney Zagotta LLC is a Chicago law firm that offers the unique combination of highly sophisticated legal services provided through a business model focused on efficiencies. That combination makes us a value-added partner for the spectrum of our clients -- from entrepreneurial, high growth companies to highly experienced, mature companies, and from companies throughout the United States to companies abroad.
Rubin Brown Table #18 www.rubinbrown.com RubinBrown helps its clients build and protect value, while at all times honoring the responsibility to serve the public interest.
Stifel Nicolaus Table #3 www.stifel.com Stifel Nicolaus is a full-service investment firm with a distinguished history of providing securities brokerage, investment banking, trading, investment advisory, and related financial services to individual investors, institutions, corporations, and municipalities. Established in 1890 and headquartered in St. Louis, Missouri, Stifel Nicolaus is one of the nation’s leading firms.
Transition Capital Partners Table #20 www.tcplp.com Transition Capital Partners is a Dallas based private equity firm. With over 20 years of proven experience investing in and building companies, we understand the critical role the founder and management team play in the success of a business. Since all principals at TCP have held senior management positions in both small and large companies, we can relate to the challenges and opportunities business owners face in managing their companies. Our long history of success starts with setting a common set of core principles with our founders/entrepreneurs, and putting a strategic plan in motion to strengthen and accelerate the growth of each company. As a new partner, we offer each company dedicated resources and assistance, and often achieve our collective goals through creative and innovative solutions that come from years of experience in growing companies. Through our partnership, we transform each business into a more diversified and professionally managed enterprise that is substantially more valuable for all stakeholders, while concurrently meeting the original personal objectives of our founder/entrepreneur partners.
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UHY, LLP Table #2 www.uhy-us.com UHY LLP, operating in an alternative practice structure with UHY Advisors, is one of the top 20 professional services firms in the U.S. as ranked by Accounting Today. UHY LLP provides audit and other attest services to both public and private companies from the middle-market to the Fortune 500. Additionally, through UHY Advisors, a full range of tax and consulting services are provided including internal audit, risk and compliance services, management and technology consulting, resource solutions, employee benefits, eDiscovery, forensic examination and investigations and business valuation. UHY works in a range of industries, including energy, construction, dealerships, financial services, government and education, health care, manufacturing, retail and distribution, not-for-profit, real estate.
Valuation Research Corp Table #5 www.valuationresearch.com Valuation Research Corporation (VRC) is an independent firm that has been providing valuations to the U.S. and international business communities for more than 38 years. Our core services include financial opinions with respect to valuation, solvency, capital adequacy and fairness in connection with mergers, acquisitions, divestitures, leveraged buyouts, recapitalizations, financings, and financial and tax reporting matters. Our in-house valuation capabilities include businesses, equity and debt securities, loans, derivative instruments, structured products, intangible assets, fixed assets and real estate.
Warner Norcross & Judd www.wnj.com With more than 220 attorneys working from seven offices, Warner has the in-depth knowledge and extensive experience in corporate, securities, tax, real estate, labor, employee benefits, intellectual property laws, and other legal specialties to handle all types of public and private M&A transactions. We regularly represent sellers, buyers, investors, private equity firms, independent director committees, management groups, M&A intermediaries and business brokers, and other participants in M&A transactions throughout the Midwest.
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Executive Deal Lounge
Akoya Capital Partners, LLC Table #11 www.akoyacapital.com Akoya Capital is a merchant bank that partners with industry-leading chief executive officers, proprietary platform organizations, experienced management teams and co- investors. Together we investigate, develop and execute acquisition-based strategies that deliver significant, measurable value for management partners and shareholders.
Cornerstone Capital Holdings Table #3 www.cstonecapital.com Cornerstone Capital Holdings is a private investment firm seeking opportunities to acquire niche manufacturing and industrial service companies with enterprise values ranging from $5 to $50 million.
Deerpath Capital Table #4 www.deerpathcapital.com Deerpath Capital Management, LP makes privately negotiated investments in the debt and equity of lower middle market companies and seeks to provide value added financing with speed, flexibility and skills with complex financial transactions.
Emigrant Capital Table #12 www.emigrantcapital.com Emigrant Capital Corp. is the private equity division of Emigrant Savings Bank, the nation’s largest family owned bank.
Farragut Capital Partners Table #8 www.farragutcapitalpartners.com Farragut Capital Partners is a leading source of mezzanine and private equity capital for entrepreneurs, business owners, and private equity firms seeking to facilitate growth, acquisitions, recapitalizations, management buy-outs, generational transfers, and other ownership transitions.
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Gibralter Business Capital Table #9 www.gibraltarbc.com Gibraltar Business Capital (GBC) provides small- to medium-sized business owners fresh and accessible capital alternatives to a commercial bank loan, which is typically more restrictive. With fast, flexible asset based lending and factoring solutions, we act as a bridge to financial stability, delivering lines of credit and specialized small-business funding in a highly reliable and always accommodating environment.
Hamilton Robinson Capital Partners Table #5 www.hrco.com Hamilton Robinson Capital Partners (HRCP) was founded in 1984 to invest directly in small, privately held manufacturing, distribution and service businesses. Over the course of the last quarter century, Hamilton Robinson has maintained its singular focus on this dynamic market to become a leading resource for equity capital for recapitalizations and buyouts of smaller middle-market businesses.
Huron Capital Partners Table #2 www.cstonecapital.com Huron Capital Partners is an operationally focused private equity firm that partners with business owners and proven executives to help good companies grow.
LongueVue Capital, LLC Table #1 www.lvcpartners.com LongueVue Capital (LVC) is a situation-driven, value-oriented private equity company focusing on the lower middle market (businesses with annual revenue of less than $100 million).
PineBridge Investments Table #7 www.pinebridge.com PineBridge is an independent asset manager with over 60 years of experience in emerging and developed markets.
– 71 – CONFERENCE SPONSORS
Tregaron Capital Table #6 www.tregaroncapital.com Tregaron Capital was formed in 2001 to invest in small and medium-size private companies in the western US. We make both mezzanine debt and equity investments, typically in amounts from $2 to $5 million. We work directly with business owners and management teams, through intermediaries, and with other financial sponsors.
True North Companies Table #10 www.tnch.com True North is an entrepreneurial private investment firm specializing in the acquisition, management and acceleration of exceptional, closely held small businesses.
– 72 – MEDIA PARTNERS
– 73– AM&AA STAFF
Michael Nall, CM&AA, Mary Lou Nall Diane Niederman CGMA Founder and Operations Manager VP Business Managing Director Development and Marketing
Russ Gorman, CFA, CFP Amie Schneider Nilla Cooper & CM&AA Director of Operations Accounts Manager COO & VP of Corporate & Member Relations Development
Rachel Garza Operations & Member Relations Administrator
CONTACT US 222 N. LaSalle Street - Suite 300 Chicago, IL 60601 (877) 844-2535 [email protected] • www.amaaonline.org
– 74 – NOTES NOTES NOTES NOTES NOTES SAVE THE DATE
2014 Summer Conference
July 22nd – 24th, 2014 JW Marriott Hotel – Chicago, IL