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Winter Conference for Middle Market M&A professionals in Scottsdale, AZ
Citation preview
2014 Winter ConferenCeAttenDee DireCtorY
DYnAmiC DeALmAKinG:New Rules, New stRategies, New OppORtuNities
ALLIANCE OF MERGER & ACQUISITION ADVISORS
JAnuArY 21-23, 2014Fairmont ScottSdale PrinceSS reSort
ScottSdale, arizona
produced in partnership with:
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 industrydrawing 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.
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]
ALLIANCE OF MERGER & ACQUISITION ADVISORS
(877) 844-2535
[email protected] | www.amaaonline.org
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
taBle oF contentS
this years Am&AA
Winter Conference offers a mobile app
to help set up one-on-one meetings.
DOWNLOAD THE MOBILE APP
You must log in to use the networking function
Forgot your login information? Stop by the registration desk
and well remind you
You can also use the app to: Create your own schedule
Send messages to other attendees Find sponsors
View presentations Take notes
Sponsored by:
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:
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
Green Badges Investors Lenders Private Equity Corporate Development - CFO - CEO - Corporate Executive
White Badges Investment Bankers/Broker Dealers M&A Intermediaries
Yellow Badges CPAs Attorneys Business Valuators Business Consultants Financial Advisors Technology, Professional Service and Support Providers
conFerence inFormation
time event
6:00 p.m. - 7:30 p.m.
early Arrival reception Sonoran room & PatioAttendees arriving on Monday are invited to network with M&A colleagues travel-ing from abroad and the local business community at this casual reception.
monDAY, JAnuArY 20, 2014
time event
8:00 a.m. registration opens east Foyer a
9:00 a.m. - 9:15 a.m. opening remarks Princess Ballroom Salons d-e
9:15 a.m. - 11:45 a.m.
Workshop: Whats in Your toolbox? Princess Ballroom Salons d-ePanelists: 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.-11:00 a.m. Coffee Break Princess Ballroom Salons d-e
11:00 a.m.-12:00 p.m.
Workshop: firm management Best Practices for Growth and Stories from the trenches Princess Ballroom Salons d-ePanelists: chris Blees, partner, Biggskofford PCFred Jager, president, Hunter Wise Financial Group LLCKerry morris, partner, Shoreline Partners LLCSid Shaver, Managing Director, Statesman Corporate Financedennis 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. - 4:30 p.m.
Golf tournament tPc ScottsdaleJoin your colleagues for AM&AAs Annual Golf Tournament. Located at one of PGAs 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
tueSDAY, JAnuArY 21, 2014
aGenda
time event
1:30 p.m. - 3:00 p.m.
Deep Dive: An inside Look at recent Deals Princess Ballroom Salons d-e
tom Goldblatt, Founder, Ravinia Capital LLCKirk 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. Its 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. - 3:15 p.m. Coffee Break Princess Ballroom Salons a-e
3:15 p.m. - 4:00 p.m.
Cross Border m&A roundtable: An international update on Deal-making Abroad Princess Ballroom Salons d-e Moderator: lisa Wright, Head of M&a products, Bureau Van Dijk
Panelists: Sri Geedipalli, Director, Simanor LLCPhil Gilbert, Managing Director, P&M Corporate Finance euan rellie, senior Managing Director, Business Development AsiaJennifer 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. - 5:00 p.m.
regulation update: the impact of Crowdfunding and the JoBS Act on Deal Activity Princess Ballroom Salons d-eModerator: James Simpson, Finance 500 Inc.
Panelists:laura crosby-Brown, Director of Compliance, Regulatory Compliance michael dinan, Founder, president & CeO, Dinan & Companyloren Heger, Vice president and general Counsel, FNEXchris 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. - 7:30 p.m.
Welcome reception Princess Ballroom Salons a-e
2
aGenda
tueSDAY, JAnuArY 21, 2014
3
time event7:00 a.m. 8:00 a.m. Breakfast & registration opens east Foyer a
8:00 a.m. - 9:00 a.m.
YesPrivate Company Data Does exist! Princess Ballroom Salons F-G 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. - 9:15 a.m. opening remarks Princess Ballroom Salons F-G
9:15 a.m. - 9:45 a.m.
Keynote Presentation Princess Ballroom Salons F-Gdoug ducey, arizona state treasurer and Former partner & CeO, Cold Stone Creamery
9:45 a.m. - 10:00 a.m. Coffee Break Princess Ballroom Salons a-e
10:00 a.m. - 11:00 a.m.
State of the market: An update on the m&A and Private equity markets Princess Ballroom Salons F-GModerator: 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. - 12:00 p.m.
moving Downmarket: Why Bigger Pe firms Are Looking at Smaller Deals Princess Ballroom Salons F-GModerator: 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.
WeDneSDAY, JAnuArY 22, 2014
aGenda
time track A Princess Ballroom - Salon F track B Princess Ballroom - Salon G
1:30 p.m. - 2:30 p.m.
Doing Deals With independent Sponsors: Who Are these Guys, Anyway? Moderator: alex livingston, Founder, Redwood Management Partners
Panelists:
Stephen altman, partner, Cornerstone Capital Partnersrichard Baum, Managing partner, Consumer Growth PartnersBruce lipian, Managing Director, Stone Creek Capitaldan lipson, partner, Rotunda Capital
As fundraising has become increasingly more difficult to complete, some firms have decided to forego the fund and compete for deals on a one-off basis. Learn what role the fundless sponsor is playing in the dealmaking food chain and how working with them can be beneficial.
What Limited Partners Look for in a Pe fund manager Moderator: Benjamin Sykora, Vice president, Bow River Capital Partners
Panelists:
Kelly dePonte, Managing Director, Probitas Partnersnathan Harnetiaux, portfolio Manager,Kemper CorporationBrian Kinsman Managing partner, Bunker Hill CapitalJonathan Wilson, principal, Siguler Guff
As limited partners shine the light even brighter on private equity firms, learn what exactly LPs are looking for from fund managers and firms today. How important is track record and succession planning? What level of involvement do LPs expect to have after the fund is closed? This a cannot-miss panel where LPs will tell all.
time event
12:00 p.m.-1:30 p.m.
Lunch Keynote Princess Ballroom Salons a-eSteven 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&AAs education and credentialing programs, such as the Certified Merger & Acquisitions Advisor (CM&AA) credential.
4
2:30 p.m. - 2:45 p.m. Coffee Break Princess Ballroom Salons a-e
Award Partners
WeDneSDAY, JAnuArY 22, 2014
2013 2014
aGenda
time track A Princess Ballroom - Salon F track B Princess Ballroom - Salon G
2:45 p.m. - 3:45 p.m.
Capital markets updateinsight into new Structures Coming into the market and What role mezz Will Play Moderator: tom Kesoglou, partner, McCarter & English LLP
Panelists: christopher dunlop, Managing Director, Houlihan Lokeymatt Greeson, Managing Director, Greene Holcomb FisherJustin Kaplan, partner, Balance Point Capital PartnersPeter rothschild, principal, Tamarix Capital
The lending markets have certainly had their ups and downs since the financial crisis. During this panel find out the latest information about the debt markets, including the role mezzanine lending is playing and how that is evolving.
Snapshot: Whats Going on With the Corporate Dealmaking Landscape today and What Has Changed Moderator: celine armstrong, Vice president and product & Content, S&P Capital IQ
Panelists:david cohn, Managing Director, Diamond Capital Advisors LLCBarrett Hicken, Director, Potens Capital Advisors Brian Steffens, Director, Business Development & global supply Chain, Industrial Parts Depotrichard truelick, Former Vp of Corporate Development, Beatrice Foods Co.
Learn from experienced corporate buyers which deals are interesting to them in the market today and how dealmaking environment has changed over the years in addition to what they expect to see in the future.
3:45 p.m. - 4:00 p.m. Coffee Break
4:00 p.m. - 5:00 p.m.
eSoP Deals: How to employ the eSoP Strategy in m&A Moderator: carol Hance, Managing Director, LongueVue Capital
Panelists: elizabeth di cola, Vice president, esOp Finance group, Fifth Third Bankaziz el-tahch, Managing Director, Stout Risius Ross ira Starr, Managing partner, Long Point Capital
Learn how ESOPs are a flexible acquisition structure that can benefit sellers through increased after tax liquidity, continued participation in business growth, and expanded estate planning options. This structure can also benefit the sponsor through accelerated enterprise value growth.
Preparing Your Company for An investment or SaleModerator: Jaime raczka, Director of Marketing, AXIAL
Panelists:tracy albert, Managing partner, Deloitte Corporate Finance Warren Henson, president and senior Managing Director, Green, Manning & Bunch Ltd.Jonathan Howe Managing Director, Wedbush SecuritiesJeff Kadlic, Co-Founder and Managing partner, Evolution Capital Partners
How can a broker prepare their client for the right partner or exit? Brokers need to make sure they clearly understand their clients goals and expectations and make sure they are aligned with the potential buyer or investor and come to a well-balanced agreement. Find out how its done during this discussion.
5
WeDneSDAY, JAnuArY 22, 2014
aGenda
Princess Ballroom Salons a-e
6
time event
5:00 p.m.-6:30 p.m.
networking reception Princess Ballroom Salons a-eJoin us for an evening of fun to network with corporate executives, private equity groups, and other M&A professionals.
WeDneSDAY, JAnuArY 22, 2014
tHurSDAY, JAnuArY 23, 2014
time event
7:00 a.m. - 8:00 a.m.
networking Breakfast & registration opens east Foyer a
8:00 a.m. - 9:00 a.m.
Washington update Campaign for Clarity Princess Ballroom Salons F-Gmike ertel, Managing Director, Broker Legacy M&A Advisors Scott Gluck, Of Counsel, Venable LLPBob Gurrola, president, SUMMA Financial Group LLCShane 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 markettrends
impacting Lower middle market firms including the minority recap Princess Ballroom Salons F-GModerator: david mclean, partner, Patton BoggsPanelists: matthew carroll, partner, Westview Capital Partners John Farr, Managing Director, Columbia West Capital david Felts, Managing Director, Brookwood Associatesconnor Searcy, Managing Director, Trive Capital
Everyone knows that the lower middle market doesnt quite operate like the rest of the market. The nuances specific to the lower middle market are a unique space to complete transactions in. Find out 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
8:30 a.m. - 12:00 p.m.
Pe expo Princess Ballroom Salons a-e
The PE Expo features pre-qualified investors
presenting their criteria to interested investment
bankers/intermediaries and other M&A professionals.
See what they are looking for that might fit your deal.
aGenda
7
tHurSDAY, JAnuArY 23, 2014
8:30 a.m. - 12:00 p.m.
Pe expoPrincess Ballroom Salons a-e
The PE Expo features pre-qualified investors
presenting their criteria to interested investment
bankers/intermediaries and other M&A professionals.
See what they are looking for that might fit your deal.
11:45 a.m. - 1:00 p.m.
Lunch Princess Ballroom Salons a-e
1:00 p.m. - 3:00 p.m.
Deal Bash Princess Ballroom Salons a-eConnections with investment bankers & intermediaries(investment bankers & intermediaries present and share their deals and opportunities)
dont 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. 5:00 p.m.
Collaborationthe new normal Princess Ballroom Salons F-Gdr. 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.
time event10:15 a.m. - 11:15 a.m.
Where Are the Sellers? What motivates Sellers to Become engaged in a Sale? Princess Ballroom Salons F-G
Moderator: James Hill, Chairman of private equity practice, Benesch, Friedlander, Coplan & Aronoff
Panelists: devin mathews, Managing partner, Chicago Growth Partnerschristopher Petrossian, Managing Director, Lincoln Internationalmichael S. Pfeffer, Managing Director, Post Capital Partners LLCmichael Wilkins, Managing Director, Harris Williams & Co.
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. - 12:25 p.m.
Lunch Keynote : ending too Small to Succeed Princess Ballroom Salons a-edavid Schweikert , arizona, 6th District, United States House of Representatives
aGenda
Mike Adhikari Illinois Corporate Investments
David CohnDiamond Capital Advisors
Jeff DinersteinHaynes & Boone LLP
David Dollinger UHY LLP
Evan Eichorn One Source
Graeme Frazier Private Capital Research
Andrew Gustin Hammond Kennedy & Whitney
Barbara Hernandez Evolution Capital Partners
Don HillierHarvest CFO Consulting, LLC
Justin KaplanBalance Point Capital Partners
Tom Kesoglou McCarter & English *Conference Chair
Brian Kohn Copley Capital
Michael Landers UHY LLP
Kyle Madden KLH Capital
Curtis OdomPrescient Strategists, LLC
Ed Pratesi Brentmore Valutaion Advisors
Kathy Richardson-Mauro ROCG
Brent RippeRippe & Kingston, LLC
Jeff SackmanRubin Brown, LLP
Steven Silverman Doeren Mayhew
Mike Snider MSB Global Business Alliance
Brent Solomon CohnReznick
Brian Steffens Storm Industries
Jim Valderrama Grant Thornton
Holly Washington S&P Capital IQ
Scott Woodward UHY LLP
aGenda
THANK YOU TO OURCONFERENCE PLANNING COMMITTEE
8
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]
Kevin Carlie2004
Jim Carulas2004
richard Siemsen2004
Karin Gale2004
Sid Shaver2007
Lloyd Bell2009
mike Adhikari2009
nancy Horton2011
Christian Blees2011
J. michael ertel2011
Graeme frazier2012
David Cohn2013
Kenneth marks2013
ron rudich2013
9
am&aa FoUnderS circle
mike adhikari, cm&aa
Illinois Corporate Investments, Inc.Lake Zurich, IL [email protected]
lloyd Bell, cm&aa
Meaden & MooreCleveland, OH [email protected]
chris Blees, cm&aaBiggsKofford P.C.Colorado Springs, CO [email protected]
K. Perry campbell, cm&aa
ACT Consultants, Inc.Vancouver, WA [email protected]
Kevin carlie, cm&aaStone, Carlie & CompanySt. Louis, MO [email protected]
= Attending the Winter Conference
am&aa adViSorY Board
10
11
anthony citrolo, cm&aa
Strategic Merger & Acquisition AdvisorsNew York, NY [email protected]
david cohn, cm&aa
Diamond Capital PartnersLos Angeles, CA [email protected]
champ davis, cm&aa
Davis CapitalChicago, IL [email protected]
J. michael ertel, cm&aa
Legacy M&A Advisors, LLC St. Petersburg, FL [email protected]
Graeme Frazier
Private Capital Research, LLCConshohocken, PA [email protected]
am&aa adViSorY Board
12
robert Gurrola, cm&aaSumma Financial Group, LLCSan Jose, CA [email protected]
ray Hanson, cm&aa
Pragma VenturesWest Linn, OR [email protected]
Kenneth marks, cm&aaHigh Rock Partners, Inc.Raleigh, NC [email protected]
ronald rudich, cm&aaGorfi ne, Schiller & Gardyn, PAOwings Mills, MD [email protected]
am&aa adViSorY Board
Sid Shaver, cm&aaStatesman Corporate FinanceHouston, TX [email protected]
Steven Silverman, cm&aaDoeren MayhewHouston, TX 77057713-789-7077 [email protected]
michael Snider, cm&aaMSB Global Business AllianceAtlanta, GA [email protected]
Brian Wendler, cm&aaNational Business Valuation ServicesDallas, TX [email protected]
am&aa adViSorY Board
13
Kuldeepak AcharyaAnchin Capital Advisors LLCNew York, [email protected] Banker/Broker Dealer
Drew AdamsStoneCreek CapitalIrvine, [email protected] Equity Investor
Stephen AdamsonAvante Mezzanine PartnersLos Angeles, [email protected] Equity Investor
Mike Adhikari, CM&AAIllinois Corporate Investments, Inc.Lake Zurich, IL [email protected]
Javier AguirreFarragut Capital PartnersChevy Chase, [email protected] Equity Investor
= Member of AM&AA
Joseph P. AlamMID-STATES CAPITAL, LLCGrosse Pointe Farms, [email protected] Broker
Jonathan AltCornerstone Capital HoldingsBlue Bell, [email protected] Equity Investor
Stephen AltmanCornerstone Capital PartnersNew York, [email protected]
Robert AndersonSnell & Wilmer L.L.P.Las Vegas, [email protected]
Michael ArguellesStonehenge Partners, Inc.Columbus, [email protected] Equity Investor
conFerence attendeeS
15
Registered attendees as of December 20, 2013. Download the conference mobile app to view the complete attendee list.
conFerence attendeeS
16
Celine ArmstrongS&P Capital IQNew York, [email protected] Services/Technology Specialists
David AsmusHinshaw & Culbertson LLPPhoenix, [email protected]
Muideen Alabi AyoolaUnited Bank for Africa PLCIbadan, [email protected]/CPA
Brooke Balcom Fifth Third BankCincinnati, [email protected]
Ben BarnesRubinBrown LLPClayton, [email protected]/CPA
= Member of AM&AA
Paula BarrettReinsel Kuntz Lesher LLPWyomissing, [email protected]/CPA
Kimberley BathersonCGA Nova ScotiaHalifax, Nova Scotia, [email protected]/CPA
Richard BaumConsumer Growth PartnersWhite Plains, [email protected] Equity Investor
Alexander BeanPlexus CapitalRaleigh, [email protected] Equity Investor
Mike BeckerPlexus CapitalRaleigh, [email protected] Equity Investor
Christian BergerPatton BoggsDallas, [email protected]
Howard BerkowerMcCarter & English, LLPNew York, [email protected]
Zoltan BertyCaltius MezzanineLos Angeles, [email protected] Equity Investor
Steven Besbeck, CM&AADiamond Capital AdvisorsCalabasas, [email protected] Banker/Broker Dealer
Christian Blees, CM&AABiggsKofford CapitalColorado Springs, [email protected] and A Intermediary
= Member of AM&AA
Timothy BlockHarvey & CompanyNewport Beach, [email protected] and A Intermediary
Debra Bower-PintoCGA Nova ScotiaHalifax, Nova Scotia, [email protected]/CPA
Wilma Braat, CM&AAMNP Corporate FinanceCalgary, Alberta, [email protected] and A Intermediary
Austin Buckett, CM&AABiggsKofford, P.C.Colorado Springs, [email protected] Banker/Broker Dealer
Hector BultynckPeninsula Capital PartnersDetroit, [email protected] Equity Investor
conFerence attendeeS
17
Andrew BurgessMarquette Business Credit, Inc.Dallas, [email protected]
Andrew BushellCornerstone Capital HoldingsLos Angeles, [email protected] Equity Investor
Keith ButcherButcher Joseph Hayes LLCSt Louis, [email protected] Banker/Broker Dealer
Chad Byers, CM&AABrandywine Mergers & AcquisitionsMalvern, [email protected] and A Intermediary
Anthony CalamunciRoetzel & AndressToledo, [email protected]
= Member of AM&AA
K. Perry Campbell CM&AAACT Consultants, Inc.Vancouver, WA [email protected]
Kevin Carlie, CM&AAStone CarlieSt. Louis, [email protected]/CPA
Matthew CarrollWestView Capital PartnersBoston, [email protected] Equity Investor
Cesar CastanedaGallagherDallas, [email protected]
Chris CathcartThe HalifaxGroupWashington, [email protected] Equity Investor
conFerence attendeeS
18
Lewis ChanPresidential Financial CorporationAlpharetta, [email protected]
Teresa Cherry, CM&AAThe Family Wealth CollectiveChicago, [email protected] Advisor
Anthony Citrolo, CM&AAStrategic M&A Advisors/NYBBWoodbury, [email protected] and A Intermediary
Jessica ClemenceJordan Zalaznick AdvisersChicago, [email protected] Equity Investor
Ty ClutterbuckPeninsula Capital PartnersDetroit, [email protected] Equity Investor
= Member of AM&AA
David Cohn, CM&AADiamond Capital Advisors LLCLos Angeles, [email protected] Banker/Broker Dealer
Stana ColovicCGA Nova ScotiaHalifax, Nova Scotia, [email protected] Executive
Scott ColvertTrinity Hunt PartnersDallas, [email protected] Equity Investor
James ColyerTrue North Companies Scottsdale, [email protected] Private Equity Investor
Tom ComptonFifth Third Bank - Structured FinanceCincinnati, [email protected]
conFerence attendeeS
19
Donald ConnorCGA Nova ScotiaHalifax, Nova Scotia, [email protected]/CPA
Stephen ConnorHamilton Robinson Capital PartnersStamford, [email protected] Equity Investor
Matthew CookKidd & CompanyOld Greenwich, [email protected] Equity Investor
Michael CorriganCorporate Value Metrics, LLCWestborough, [email protected] Consultant
Ranga CovindassamyBusiness Development AsiaNew York, [email protected] Banker/Broker Dealer
= Member of AM&AA
Brooks CrankshawHighland Ridge Capital LLCChicago, [email protected] Banker/Broker Dealer
Laura Crosby-BrownRegulatory ComplianceLondonderry, [email protected]
Amy CrossStillPoint CapitalTampa, [email protected] Banker/Broker Dealer
John Curzon, CM&AACCK Capital Strategies, PLCTulsa, [email protected]/CPA
Beth DaSilvaFleetridge PacificSan Diego, [email protected] and A Intermediary
conFerence attendeeS
20
Christine DavisS&P Capital IQNew York, [email protected] Services/Technology Specialists
Nina De Guzman, CM&AAVSP GlobalRancho Cordova, [email protected]
Jerry DentingerBDO USA, LLPChicago, [email protected]/Growth
Kelly DePonteProbitas PartnersSan Francisco, [email protected] Equity Investor
Aarti DesaiS&P Capital IQChicago, [email protected] Services/Technology Specialists
= Member of AM&AA
Max DeZaraAkoya CapitalChicago, [email protected] Equity Investor
Richard DiamondStrait Lane Capital Partners, LLCDallas, [email protected] Equity Investor
Debra DicksonDeerpath Capital ManagementHouston, [email protected]
Elizabeth Di ColaFifth Third Bank, ESOP Finance GroupChicago, [email protected]
Ralph DieckmannIntegre PartnersChicago, [email protected] Broker
conFerence attendeeS
22
Michael Dinan Dinan & Company, LLCPhoenix, [email protected] Banker/Broker Dealer
Jeff DinersteinHaynes and Boone, LLPHouston, [email protected]
Sandra DitoreFamily Office ExchangeChicago, [email protected]
Timothy Dixon, CM&AAApex ConsultingCayuga, [email protected]/Growth
Anthony DolanPrairie Capital Advisors, Inc.Oakbrook Terrace, [email protected] Banker/Broker Dealer
= Member of AM&AA
Kevin DoyleIntralinksNew York [email protected]
Dave DozorDozor Enterprises, Inc.Tucson, [email protected] Executive
Doug DuceyArizona State TreasurerPhoenix, [email protected]
Christopher DunlopHoulihan LokeyLos Angeles, [email protected] Broker
Willis Eayrs, CM&AAStuttgart, [email protected]+014Consultant-Value/Growth
conFerence attendeeS
23
Jennifer EhlenThompson Street Capital PartnersSt Louis, [email protected] Equity Investor
Evan EichornOneSource Information ServicesConcord, [email protected] Services/Technology Specialists
Aziz El-TahchStout Risius RossNew York, [email protected]
Daniel ElliottSCA AdvisorsHouston, [email protected] and A Intermediary
J. Michael Ertel, CM&AALegacy M&A Advisors, LLCSt Petersburg, [email protected] and A Intermediary
= Member of AM&AA
John FarrColumbia West CapitalScottsdale, [email protected] Banker
Thomas FarrellGenerational Equity, LLCDallas, [email protected] Banker
Jason FaucettTransition Capital PartnersDallas, [email protected] Equity Investor
Peter FeinbergHoge Fenton Jones & AppelSan Jose, [email protected]
David FeltsBrookwood AssociatesAtlanta, [email protected] Banker/Broker Dealer
conFerence attendeeS
24
Derek FergusonVictory Park CapitalChicago, [email protected] Equity Investor
Michael FerreiraMaxim IntegratedSan Jose, [email protected] and A Intermediary
Gary Ferrell, CM&AADiamond Capital AdvisorsLos Angeles, [email protected] Banker/Broker Dealer
Jon FingerPatton BoggsDallas, [email protected]
Bob ForbesForbes Mergers & AcquisitionsGreenwood Village, [email protected] and A Intermediary
= Member of AM&AA
Steven ForleiterWebster Business Credit, Corp.Marlboro, [email protected]
Graeme FrazierPrivate Capital Research LLC / GF DataConshohocken, [email protected] Equity Investor
Patricia Freitas FuocoPacheco Neto Sanden Teisseire AdvogadosSo Paulo, [email protected]+011Attorney
Walker FrenchStatesman Corporate FinanceHouston, [email protected] Banker/Broker Dealer
Seth FriedmanRLJ Credit Opportunity Fund, L.P.Bethesda, [email protected] Equity Investor
conFerence attendeeS
25
Juliana G. Meyer GottardiPacheco Neto Sanden Teisseire AdvogadosSo Paulo, [email protected]+011Attorney
Clint GageRoetzel & AndressFt Lauderdale, [email protected]
Dennis GanoExit Planning InstituteAlgonquin, [email protected]/Growth
Sri Geedipalli, CM&AASimanorNew York, [email protected] and A Intermediary
Daniel GeislerMergermarketNew York, [email protected] Executive
= Member of AM&AA
Philip GilbertP&M Corporate Finance, LLCSouthfield, [email protected] Banker/Broker Dealer
Scott GluckVenable LLPWashington, [email protected]
Adam GoddardMorgan StanleyNorth Potomac, [email protected]
Chris GodwinGen Cap AmericaNashville, [email protected] Equity Investor
Tom GoldblattRavinia Capital LLCChicago, [email protected]
conFerence attendeeS
26
Benjamin GouldMasuda, Funai, Eifert & Mitchell, Ltd.Chicago, [email protected]
Andrew GreenbergGF Data Resources LLCW. Conshohocken, [email protected] Banker/Broker Dealer
Michael GreerMcGladrey LLPPhoenix, [email protected]/CPA
Matt GreesonGreene Holcomb FisherScottsdale, [email protected] Investment Banker/Broker Dealer
Kirk GriswoldArgosy CapitalWayne, [email protected] Equity Investor
= Member of AM&AA
Andri GunnarssonDealMarket AGZurich, [email protected]+41 43 888 75 30Info Services/Technology Specialists
Robert Gurrola, CM&AASumma Financial Group, LLC.San Jose, [email protected] and A Intermediary
Jaime Guzman-FournierJGF Financial, Inc.San Diego, [email protected] Equity Investor
Travis HaleyMain Street Capital CorporationHouston, [email protected] Equity Investor
Nancy HalwigUPS Capital Global Supply Chain FinanceAtlanta, [email protected]
conFerence attendeeS
28
Carol HanceLongueVue Capital, LLCMetairie, [email protected] Equity Investo
Shane HansenWarner Norcross & JuddGrand Rapids, [email protected]
Jeri HarmanAvante Mezzanine PartnersLos Angeles, [email protected] Equity Investor
Nathan HarnetiauxKemper CorporationChicago, [email protected] Private Equity Investor
David HarveyHarvey & Company LLCNewport Beach, [email protected] and A Intermediary
= Member of AM&AA
Chris HaskettGraco Inc.Minneapolis, [email protected] Executive
Patrick HealyC3 CapitalKansas City, [email protected] Equity Investor
Calvin Hedman, CM&AAHedman M&AValencia, [email protected] Banker/Broker Dealer
Loren HegerFNEXIndianapolis, [email protected] Banker/Broker Dealer
Warren HensonGreen Manning & BunchDenver, [email protected] Banker/Broker Dealer
conFerence attendeeS
29
Barbara HernandezEvolution Capital PartnersCleveland, [email protected] Equity Investor
Ken HeuerKidd & CompanyOld Greenwich, [email protected] Equity Investor
Barrett Hicken, CM&AAPotens Capital AdvisorsSalt Lake City, [email protected] and A Intermediary
Jim HillBeneschCleveland, [email protected]
Rob HillIronRock Capital PartnersSt Louis, [email protected]
Private Equity Investor
= Member of AM&AA
Don HillierHarvest CFOCleveland, [email protected] Executive
Peter HlavinTriVistaAliso Viejo, [email protected]/Growth
Milwood Hobbs, Jr.Oaktree Capital Management, L.P.New York, [email protected] Markets Lender
Aleece HobsonHollinden | Professional Services MarketingHouston, [email protected] Specialist
Reagan HogertyJordan/Zalaznick Advisers, Inc.Chicago, [email protected] Equity Investor
conFerence attendeeS
30
Jeremy HollandThe Riverside CompanySanta Monica, [email protected] Equity Investor
Christine Hollinden, CPSMHollinden | Professional Services MarketingHouston, [email protected] Services Marketer
Matthew HookCenterfield Capital PartnersIndianapolis, [email protected] Equity Investor
Rich HorganRegulatory ComplianceLondonderry, [email protected]/Growth
Jarrett HorneCitrix ShareFileRaleigh, [email protected] Services/Technology Specialists
= Member of AM&AA
Jonathan HoweWedbush SecuritiesLos Angeles, [email protected] Banker/Broker Dealer
Matthew HrickoStout Risius Ross, Inc.New York, [email protected] Valuator
Jason HubbardKLH CapitalTampa, [email protected] Equity Investor
David HugenbergBNY MellonHouston, [email protected]
Lisa HulmePrevail Capital, LLCNaples, [email protected] Banker/Broker Dealer
conFerence attendeeS
32
Carroll HurstKeiterRichmond, [email protected]/CPA
Jack IsaacsRLJ Equity PartnersLos Angeles, [email protected] Equity Investor
John IwanskiRiveron ConsultingChicago, [email protected]/CPA
Zaida JacksonStillPoint CapitalTampa, [email protected] Banker/Broker Dealer
Fred Jager, CM&AAHunter Wise Financial GroupIrvine, [email protected] Banker/Broker Dealer
= Member of AM&AA
Fayyaz Ahmed JarralCKA&Associates InternationalIslamabad, [email protected]+011Accountant/CPA
Robert JensenMcGladrey & Pullen, LLPChicago, [email protected]/CPA
John JesterAudax GroupBoston, [email protected] Equity Investor
Robert JirovecAcuity Capital NetworkLas Vegas, [email protected] Banker/Broker Dealer
Jim JohnsonMarquette Business Credit, Inc.Dallas, [email protected]
conFerence attendeeS
33
Andy JonesPEI ServicesAustin, [email protected] Services/Technology Specialists
Mark JonesRiver Associates Investments, LLCChattanooga, [email protected] Equity Investor
Jeff KadlicEvolution Capital PartnersCleveland, [email protected] Equity Investor
Justin KaplanBalance Point Capital PartnersWestport, [email protected] Equity Investor
Adam KeckGibraltar Business Capital, LLCScottsdale, [email protected]
= Member of AM&AA
Michael Keck, CM&AAFive Talents Financial GroupSomerset, [email protected] and A Intermediary
Steve Keck, CM&AAFive Talents Financial GroupSomerset, [email protected] and A Intermediary
Aldy KeeneLoyalty Research CenterIndianapolis, [email protected]/Growth
Michael KelleyMerion Investment PartnersRadnor, [email protected] Equity Investor
Thomas KesoglouMcCarter & English, LLPNew York, [email protected]
conFerence attendeeS
34
Don Keysser, CM&AAHannover Ltd.Bloomington, [email protected] and A Intermediary
Todd KinneyBDO USA, LLPNew York, [email protected]/Growth
Brian KinsmanBunker Hill Capital San Diego, [email protected] Private Equity Investor
Joseph KnowlesDragonswood Advisors, Inc.Pittsburgh, [email protected]
Michael KornmanNCK CapitalDallas, [email protected] Equity Investor
= Member of AM&AA
Eric KorstenBranford Castle, Inc.New York, [email protected] Equity Investor
Wade KozichGBQ Partners LLCColumbus, [email protected]/CPA
Ted KramerHammond, Kennedy, Whitney & Co., Inc.Indianapolis, [email protected] Equity Investor
Brent KulmanBB&T Capital PartnersWinston-Salem, [email protected] Equity Investor
Heather La FreniereGibraltar Business Capital, LLCNorthbrook, [email protected]
conFerence attendeeS
35
Michael LandersUHY, LLPHouston, [email protected]/CPA
Ross Landreth, CM&AAMedical Valuations, Inc.Phoenix, [email protected] Valuator
Steven LaTouretteMcDonald HopkinsWashington, DC [email protected] Executive
Benjamin LauAcctone Business Consulting LimitedSheung Wan, Hong [email protected]/CPA
Josh LawlerZuber Lawler & Del Duca LLPLos Angeles, [email protected]
= Member of AM&AA
Fanfu LiActuant CorporationMenomonee Falls, [email protected] Executive
Bruce LipianStoneCreek CapitalIrvine, [email protected] Equity Investor
Dan LipsonRotunda Capital PartnersBethesda, [email protected] Equity Investor
Alex LivingstonRedwood Management PartnersSan Francisco, [email protected] Management
William Loftis, CM&AABlue River Financial Group, Inc.Grand Blanc, [email protected] 694-9520Investment Banker/Broker Dealer
conFerence attendeeS
37
Joseph LoganPinnacle Group InternationalCarefree, [email protected]
Mark LooftCole Taylor Business CapitalIrvine, [email protected]
Torben LuthJZ InternationalLondon, United [email protected]+44 207 491 3633Private Equity Investor
Joe Maas, CM&AASynergetic FinanceSeattle, [email protected] Advisor
Robert MachizMoneySoft Inc.Phoenix, [email protected]
= Member of AM&AA
Ben MackayEvolve CapitalDallas, [email protected] Equity Investor
Kyle MaddenKLH CapitalTampa, [email protected] Equity Investor
Heather MadlandHuron Capital PartnersDetroit, [email protected] Equity Investor
Anthony J. MadoniaAnthony J. Madonia & Associates, Ltd.Chicago, [email protected]
David MagdolMain Street Capital CorporationHouston, [email protected] Equity Investor
conFerence attendeeS
38
Tim MagesSalem Halifax Capital Partners, LPAtlanta, [email protected] Equity Investor
Ann MahonIntralinksNew York, [email protected] Services/Technology Specialists
Dan MahoneyCMF Associates, LLCPhiladelphia, [email protected] and A Intermediary
Cary MailandtMontgomery Coscia Greilich LLPPlano, [email protected]/Growth
Justine ManneringBusiness Development AsiaNew York, [email protected] Banker/Broker Dealer
= Member of AM&AA
Kenneth Marks, CM&AAHigh Rock Partners, Inc.Raleigh, [email protected] and A Intermediary
Peter Martin, CM&AAKennedy and CoeLoveland, [email protected] and A Intermediary
Nancy MartinezDinan & Company, LLCPhoenix, [email protected] Banker/Broker Dealer
Charles MaskellChesapeake Corporate AdvisorsBaltimore, [email protected] Valuator
Devin MathewsChicago Growth PartnersChicago, [email protected] Equity Investor
conFerence attendeeS
39
Nelson (JR) MatthewsTregaron Capital Co.Palo Alto, [email protected] Equity Investor
Eric MattsonExcellere PartnersDenver, [email protected] Equity Investor
Joel MayersohnRoetzel & AndressFt Lauderdale, [email protected]
Bob McDonald, CM&AABriggs & Veselka Co.Houston, [email protected]/CPA
David McGuireTrinity Industries, Inc.Dallas, [email protected] Executive
= Member of AM&AA
Rich McMenaminCliftonLarsonAllen LLPOak Brook, [email protected]/CPA
Scott McRillSS&G, Inc.Solon, [email protected] and A Intermediary
Jeffrey MillerValuation Research CorporationNew York, [email protected] Valuator
Cory MimsICV PartnersNew York, [email protected] Equity Investor
Jonathan MooreFlackman, Goodman & Potter, P.A.Ridgewood, [email protected]/CPA
conFerence attendeeS
40
Joseph MorrisPrivate Capital Research LLCConshohocken, [email protected] Equity Investor
Kerry Morris, CM&AAShoreline Partners, LLCSan Diego, [email protected] Banker/Broker Dealer
Kathy NalywajkoLegg Mason Investment CounselNew York, [email protected] Advisor
Jordan NickersonDealMarket AGZurich, [email protected]+41 43 888 75 30Info Services/Technology Specialists
Dennis Niven, CM&AAB2B CFOScottsdale, [email protected]/Growth
= Member of AM&AA
Paul NovakIron Rock Capital PartnersSt. Louis, [email protected] Equity Investor
Richard M. OblathShell Downstream Inc.London, United [email protected]+44 207 934 5407Corporate Executive
Walter OHaireValuation Research CorporationSan Francisco, [email protected] Valuator
Tim OleszczukGrace Matthews, Inc.Milwaukee, [email protected] Banker/Broker Dealer
Robert L. PalmerCommunity Bankers Association of OhioColumbus, [email protected]/Growth
conFerence attendeeS
41
Brett ParrCapital For BusinessSt. Louis, [email protected] Equity Investor
Andrew PeixSerent CapitalSan Francisco, [email protected] Equity Investor
Andrew Pendleton, CM&AAMontgomery Coscia Greilich LLPPlano, [email protected]/Growth
Stephen B. PerryLinsalata Capital PartnersMayfield Heights, [email protected] Equity Investor
Barry PetersonNorthcreek MezzanineCincinnati, [email protected] Equity Investor
= Member of AM&AA
Christopher PetrossianLincoln InternationalLos Angeles, [email protected] Banker/Broker Dealer
Ren PettinelliIronRock Capital Partners St Louis, [email protected] 314-200-2626 Private Equity Investor
Michael PfefferPost Capital PartnersNew York, [email protected] Equity Investor
Dan PhelanMerrill DataSiteLos Angeles, [email protected] 253 2139Info Services/Technology Specialists
Paul Pillat, CM&AACornerstone Business Services Inc.Green Bay, [email protected] and A Intermediary
conFerence attendeeS
42
Richard PrestegaardHigh Road Capital PartnersNew York, [email protected] Equity Investor
Carr PrestonAkoya Capital Partners, LLCChicago, [email protected] Equity Investor
Daniel PrisciottaEquity Stragies GroupParamus, [email protected] Advisor
Fredric Prohov, CM&AAProhov & Assoicates, Ltd.Chicago, [email protected]
Donnie Quist, CM&AAHood Engineering & TechnicalCalgary, Alberta, [email protected] Executive
= Member of AM&AA
Brendan RampiS&P Capital IQChicago, [email protected] Services/Technology Specialists
Kay RanadeLoyalty Research CenterIndianapolis, [email protected]/Value Growth
Colin RawsBoathouse CapitalWayne, [email protected] Equity Investor
Christopher ReapTrue North CompaniesScottsdale, [email protected] Equity Investor
Euan RellieBusiness Development AsiaNew York, [email protected] Banker/Broker Dealer
conFerence attendeeS
43
Nicholas RenterMerrill DataSiteDallas, [email protected] Services/Technology Specialists
Christopher ReuscherRoetzel & AndressAkron, [email protected]
Max ReviakinSutton Place StrategiesNew York, [email protected] Services/Technology Specialists
Chuck RichardsCoreValue SoftwareNorwich, [email protected] Services/Technology Specialists
Fritz RichardsPrestwick Partners, LLCMinneapolis, [email protected] Banker/Broker Dealer
= Member of AM&AA
Billy RichardsonTBSI ConsultingWaco, [email protected]/Growth
Joseph Rippe, CM&AARippe & Kingston Capital AdvisorsCincinnati, [email protected] Valuator
Douglas Robbins, CM&AARobbinex Inc.Hamilton, Ontario, [email protected] Broker
Michael RobertsRoberts McGivney Zagotta LLCChicago, [email protected]
Christopher RodenC3 Capital, LLCScottsdale, [email protected] Equity Investor
conFerence attendeeS
44
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Our team of talented lawyers guides clients to identify the right deal
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R&A_12-301_GFI-46.indd 1 12/19/13 2:25 PM
Tony RoeThe Independence GroupFolsom, [email protected] and A Intermediary
Michael RosenbaumQuadrant FiveChicago, [email protected]/Growth
Peter RothschildTamarix Capital Corp.New York, [email protected] Equity Investor
Ronald Rudich, CM&AAGorfine Schiller & Gardyn, P.A.Owings Mills, [email protected] Valuator
Jeff SackmanRubinBrown LLPClayton, [email protected]/CPA
= Member of AM&AA
Allison SaloS&P Capital IQChicago, [email protected] Services/Technology Specialists
Bud Sandberg, CM&AAWals & Associates, Ltd.Minneapolis, [email protected]/Growth
George SandmannCoreValue SoftwareNorwich, [email protected] Services/Technology Specialists
Steve SangalisProgress Equity PartnersEnglewood, [email protected] Equity Investor
Eddie SantillanRedwood Management PartnersSan Francisco, [email protected] Equity Investor
conFerence attendeeS
46
conFerence attendeeS
Adam SchecterGeneva Glen CapitalChicago, [email protected] Equity Investor
Janet ScherrThe Independence GroupFolsom, [email protected] and A Intermediary
Erich Schmid, CM&AABusiness Intermediary Services, Ltd.Fairview, [email protected] and A Intermediary
Ian SchniderFortress Investment GroupLos Angeles, [email protected]
David SchweikertArizona, 6th DistrictU.S. House of RepresentativesScottsdale, AZ480-946-2411
= Member of AM&AA
Conner SearcyTrive CapitalDallas, [email protected] Equity Investor
Ted SengpielMerrill DataSiteSt Louis, [email protected] Services/Technology Specialists
Sameer P. SethiSethi PetroleumPlano, [email protected] Executive
Michael SharkeyCole Taylor Business CapitalRosemont, [email protected]
Sid Shaver, CM&AASid ShaverStatesman Corporate Finance LLCHouston, [email protected] Banker/Broker Dealer
47
conFerence attendeeS
Terence Shepherd, CM&AAROCGFramingham, [email protected]/Growth
Linda SheproFDX CapitalChicago, [email protected] Banker/Broker Dealer
Jonathan Siebers, CM&AASmith Haughey Rice & RoeggeGrand Rapids, [email protected]
Scott SiegelPineBridgeNew York, [email protected] Equity Investor
Lawrence SimonClearview Capital, LLCLos Angeles, [email protected] Equity Investor
= Member of AM&AA
Santiago Simon del Burgo, CM&AA
ESADE Business SchoolBarcelona, [email protected] 932806162M and A Intermediary
James Simpson, CM&AAFinance 500, Inc.Irvine, [email protected] Banker/Broker Dealer
Eric SloaneSouthfield Mezzanine CapitalLos Angeles, [email protected]
Pryor SmarttLead Capital PartnersNashville, [email protected] Equity Investor
Michael SmiggenBMO Harris BankPhoenix, [email protected]
48
conFerence attendeeS
Megan SneedBurch & Company, Inc.Kansas City, [email protected] Dealer
Christopher SniderExit Planning InstituteAlgonquin, [email protected] and A Intermediary
Michael Snider, CM&AAMSB Global Business AllianceAtlanta, GA [email protected]
Robert SocolStout Risius Ross, Inc.Chicago, [email protected] Valuator
Brent Solomon, CM&AABrent SolomonCohnReznick LLPBethesda, [email protected] Valuation
= Member of AM&AA
Astrid SotoAudax GroupBoston, [email protected] Equity Investor
Bruce SprengerCole Taylor Business CapitalBrookfield, [email protected] Equity Investor
Ira StarrLong Point CapitalNew York, NY [email protected] Private Equity Investor
Kristen SteagallAxialNew York, [email protected] and A Intermediary
Brian Steffens, CM&AAStorm Industries, Inc.Torrance, [email protected] Development
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 todays
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For more information, please visit www.therainmakercompanies.com
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conFerence attendeeS
Scott StepanikCapTargetSan Diego, [email protected] Equity Investor
Nicholas StoneCyprium Investment PartnersChicago, [email protected] Equity Investor
Harvey Strode, CM&AAHunter Wise Financial Group; UCBB Capital & Financial SolutionsDiamond Bar, [email protected] Banker/Broker Dealer
Jacob SturdyIronRock Capital PartnersSt Louis, [email protected] Equity Investor
Joseph SvitekAsh BrokerageFort Wayne, [email protected]/CPA
= Member of AM&AA
Benjamin SykoraBow River Capital PartnersDenver, [email protected] Equity Investor
Justin TeichBrandywine Mergers & AcquisitionsMalvern, [email protected] and A Intermediary
Kelci ThomascoIronRock Capital PartnersSt Louis, [email protected] Equity Investor
Andrew ThompsonWafra PartnersNew York, [email protected] Equity Investor
John ThorntonTregaron Capital Co.Palo Alto, [email protected] Equity Investor
51
conFerence attendeeS
Lorelei TolsonOxford Financial GroupIndianapolis, [email protected] Advisor
Richard TruelickBeatrice Foods Co.Truelick AssociatesPhoenix, AZ602-225-2000
Justin UnertlExcellere PartnersDenver, [email protected] Equity Investor
Donald VanderZwaag, CM&AARua AssociatesGrand Rapids, [email protected] and A Intermediary
Raul VarelaMerrill DataSiteLos Angeles, [email protected] Services/Technology Specialists
= Member of AM&AA
David VavrichekDeerpath Capital Management, LPNew York, [email protected]
Michael VermillionNAVEX GlobalNew York, [email protected]
Kurt ViehlMergermarketNew York, [email protected] Executive
Anthony Walker, CM&AATE ConnectivityFort Mill, [email protected] Executive
Richard WardStifel NicolausIrvine, [email protected] Advisor
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conFerence attendeeS
Holly WashingtonS&P Capital IQNew York, [email protected] Services/Technology Specialists
Jennifer WatsonMasuda, Funai, Eifert & Mitchell, Ltd.Chicago, [email protected]
Bob WegbreitGF Data ResourcesWest Conshohocken, [email protected]/Growth
Jessica WhitmanHouston, TXMain Street Capital Corporation [email protected] 713-350-6000 Private Equity Investor
Michael WilkinsHarris Williams & Co.San Francisco, [email protected] and A Intermediary
Larry WillisThe Independence GroupFolsom, [email protected] and A Intermediary
= Member of AM&AA
Jonathan Wilson Siguler GuffBoston, [email protected]
Jay WinklerEntrada GroupChicago, [email protected] Equity Investor
Tim WittPrairie Capital Advisors, Inc.Oakbrook Terrace, [email protected] Banker/Broker Dealer
Scott Woodward, CM&AAWhitley Penn, LLPDallas, [email protected]/CPA
Lisa Wright, CM&AABureau van DijkManchester, United [email protected] 161 838 9551 Info Services/Technology Specialists
Abby ZeitlinPinnacle Group InternationalCarefree, [email protected] Recruiter
10,000 ClubMike Adhikari
Robert Cimasi
5000 ClubKevin S Carlie
Len Krick
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Todd Cushing
2500 ClubFaisal Alsayrafi
J Michael Mike Ertel
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John Johnson
Nancy Horton
Peter Pete Christman
Randy Burch
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Roger Murphy
W Michael Grady
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Brian Knight
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Bruce Bernard
C Daniel Elliott
Carl Grimes
Champ Davis
Christopher Snider
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Don Hankins
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Gary Johnson
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Greg Phototiadis
Jay Bradway
Jeff Hider
Jim Afinowich
Jim Eckles
John Zayac
Josh Bammel
Ken Gaines
Larry Pignataro
Linda Purcell
Mark Devine
Mark Shappee
Matt Miller
Michael Weiss
Mike Raab
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Robert Jirovec
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Campaign for Clarity Club members
54
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AM&AA
PRINCESS BALLROOM: SALON A-E
50
STAGE
49
MMA
ENTRANCE ENTRANCE
Bureau van Dijk Table #49www.bvdinfo.comWere 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 #50www.datasite.comMerrill 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.
BKD Table #31www.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.
conFerence SPonSorS
2013 Thought Leader of the Year Partners
2014 Thought Leader of the Year Partner
57
S&P Capital iQ Table #48www.spcapitaliq.comS&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 #45www.sethi-fg.comSethi 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.
iron rock Table #11www.ironrockcap.comIronRock 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 #44www.mccarter.comMcCarter & 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.
conFerence SPonSorS
Gold
58
Platinum
CoreValue Software Table #32www.corevaluesoftware.comCoreValue 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 #35www.evolutioncp.comEvolution 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 Mans 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 #34www.loyaltyresearch.comLoyalty 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 #33www.ralaw.comWith more than 200 attorneys in 13 offices, Roetzel attorneys serve a broad spectrum of clients on a regional, national and international basis.
conFerence SPonSorS
59
Silver
conFerence SPonSorS
the rainmaker Companies Table #47www.therainmakercompanies.comThe 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.
Axialmarket Table #10www.axial.netAxialMarket 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 #41www.bdo.comBDO 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 #12www.beneschlaw.comBenesch 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 #7www.branfordcastle.comBranford Castle, Inc. (Branford) is a long-term investor in small to medium sized private companies. With each new investment, Branford builds on its senior managements 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 #4www.bdallc.comBusiness 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 #27www.capitalforbusiness.comCFB 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 #9www.captarget.comCapTarget is an expert team of research analysts equipped with the industrys best tools supporting the deal research and marketing needs of M&A, private equity, corporate buyers, & consultants.
Citrix Sharefile Table #6www.sharefile.comA virtual data room from Citrix ShareFile allows you to easily control, share and track your secure documents its 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 #15www.coletaylor.comCole 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 #8www.corporatevalue.netCorporate 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 #30www.dealmarket.comDealMarket 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 #13www.dinancompany.comDinan & Company is the nations 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 #37www.exit-planning-institute.orgThe 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 #17www.fdxcapital.comFDX 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 #21www.fgpcpa.comFGP 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 #46www.pcrllc.comPrivate 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 #24www.hollinden.comHollinden | 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 #14www.intralinks.comIntralinks 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 #36www.kiddcompany.comKidd & 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 firms 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 #29www.mainstcapital.comMain 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 #28www.marquettebusinesscredit.comMarquette 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.
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masuda, funai, eifert & mitchell, Ltd. Table #25www.masudafunai.comMasuda 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 #42www.mergermarket.com/infoWith 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 #38www.mcggroup.comMontgomery Coscia Greilich LLP is a full-service professional accounting firm with expertise in audit & assurance, tax, and consulting. The firms consulting services include transaction advisory, valuation, CFO advisory & interim management, and strategy & management consulting.
northcreek mezzanine Table #22www.northcreekmezzanine.com/main/index.phpNorthcreek 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 #39www.onesource.comFor 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 #23www.pattonboggs.comPatton 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 #26www.peninsulafunds.comPeninsula 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 #43www.pitchbook.comPitchBook is an independent research firm providing superior intelligence on the private equity industry.
Prevail Capital Table #1www.prevailcapital.comPrevail 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 #19www.regulatorycompliance.comRegulatory 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 #16www.rmczlaw.comRoberts 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 #18www.rubinbrown.comRubinBrown helps its clients build and protect value, while at all times honoring the responsibility to serve the public interest.
Stifel nicolaus Table #3www.stifel.comStifel 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 nations leading firms.
transition Capital Partners Table #20www.tcplp.comTransition 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 #2www.uhy-us.comUHY 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 #5www.valuationresearch.comValuation Research Corporation (VRC) is an independent firm that has been providing val