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Private Equity’s Premier Event on the Pacific
The 18th Annual Dealmakers Marketplace
Private EquityPrivate Equity
The Ritz-Carlton - Laguna NiguelThursday, January 9, 2020
DEAL WAVEDEAL WAVE
January 9th, 2020
Dear Sponsors,
On behalf of ACG Orange County, we want to thank you for supporting and attending
this year’s amazing 18th Annual Private Equity Marketplace Deal Flow & Wine Tasting.
You are part of our marquee event and we are thankful for your participation. We
have over 600 attendees this year making it one of the most attended ACG Orange
County events in our chapter’s history. Each year, we process the feedback from our
sponsors to make the event more efficient and conducive to networking, deal flow and
maximum value. ACG Orange County prides itself on our diversified membership base
that includes professional service providers, corporate executives, business owners,
lenders and private equity partners. This event brings all of our disciplines together
in one place for a night of spirited conversation, exquisite food, and of course great
wines, in a sensational venue. We hope that you find the event valuable to you and your
organization. If you have any comments or feedback, feel free to contact us.
Mark A. LooftACG Orange County Private Equity Co-Chair Managing Director - Western USFifth Third Business Capital
James HickeyACG Orange County Private Equity Co-ChairSenior Managing DirectorMcDermott + Bull Interim Leaders
2020 Presenting Sponsors
BDO Capital Advisors, LLC served as exclusive financial advisor to Avista Technologies, Inc. and Avista Technologies (UK) Ltd. in their sale to Kurita Water Industries, Ltd. (TSE:6370)
May 2019
Provided buy-side financial and operational due diligence to OpenGate Capital in its carve-out acquisition of Duraco Specialty Tapes.
July 2019
The professionals of BDO’s Private Equity Practice and BDO Capital Advisors, LLC, a leading independent investment bank serving the middle market, combine assurance, tax, and advisory services with dedicated transaction experience. BDO’s Private Equity Practice supports both buy- and sell-side transactions around the world, from fund services and transaction advisory to portfolio management and compliance guidance. BDO Capital focuses on sell-side and acquisition advisory, capital raising, and board advisory services. With deep industry knowledge, extensive cross-border transaction experience and a commitment to exceptional execution, BDO serves clients in Orange County, across the country, and around the world.
“ They handled every aspect of the transaction.”
People who know, know BDO.SM
Accountants & Advisors www.bdo.com www.bdocap.com
Investment banking products and services within the United States are offered exclusively through BDO Capital Advisors, LLC, a separate legal entity and affiliated company of BDO USA, LLP, a Delaware limited liability partnership and national professional services firm. For more information, visit www.bdocap.com. Certain services may not be available to attest clients under the rules and regulations of public accounting.
© 2019 BDO USA, LLP. All rights reserved.
BDO Capital Advisors, LLC Member FINRA/SIPC
BDO USA, LLPTom Jones, Partner, Transaction Advisory Services, 415-490-3369 / [email protected] Irvin, Partner, Transaction Advisory Services, 714-338-2555 / [email protected] Tuan Hoang, Director, Private Equity, 310-557-8233 / [email protected]
600 Anton Blvd., 5th Floor, Costa Mesa, CA 92626
BDO Capital Advisors, LLC Dan Shea, Managing Director, 310-557-8205 / [email protected]
BDO Capital Advisors, LLC served as exclusive financial advisor to JRGO Energy Services, LLC in its sale to TETRA Technologies, Inc. (NYSE:TTI)
December 2018
Provided sell-side financial due diligence services to Jaggaer, an AKKR portfolio company, in its sale to Cinven.
August 2019International
International
OC_ACG-Orange-County_ad_11-19.indd 1 11/21/19 5:04 PM
K&L Gates is recognized as an innovation ecosystem, combining talent, capital, and knowledge to support businesses in all stages of life. We’re proud to be a part of the community, regularly working in industries like biotechnology, pharmaceuticals, venture capital, SaaS, and energy that will fuel the next wave of economic growth. From formation to investment to exit strategy, our team combines in-depth industry knowledge and unsurpassed client service. Here are just a few of the many recent deals we have closed.
K&L Gates LLP. Global legal counsel across five continents. Learn more at klgates.com.
Austin Beijing Berlin Boston Brisbane Brussels Charleston Charlotte Chicago Dallas Doha Dubai Fort Worth Frankfurt Harrisburg Hong Kong
Houston London Los Angeles Melbourne Miami Milan Munich Newark New York Orange County Palo Alto Paris Perth Pittsburgh Portland Raleigh
Research Triangle Park San Francisco São Paulo Seattle Seoul Shanghai Singapore Sydney Taipei Tokyo Washington, D.C. Wilmington
Add-On Computer Peripherals, LLC
Sale to an affiliate of Inflexion Private Equity
C9 Partners, LLCAcquisition of finance assets from MedCare, Solutions, LLC, Accident Lending Group, LLC and Accident
Funding Group, LLC
ePlus Technology, Inc. a subsidiary of ePlus, IncAsset Acquisition of Integrated
Data Storage, LLC
Europ AssistanceAcquisition of CareLinx
Eye-Fi HoldingsAcquisition of Southwest Manufacturing Services
Firstline Security Systems, Inc.
Sale of Assets
Innogy Acquisition of Broadband
TelCom Power, Inc.
Key Health GroupSale of Company
LimeadeAcquisition of Sitrion Systems
LKQ CorporationPurchase of Warn Industries, Inc.
from Dover Energy, Inc.
New Energy EquitySale of Majority Interest to
Affiliate of SmartPitch Ventures
North Coast Electric Company
Sale to Sonepar USA Holdings, Inc.
Pacifica FoodsSale to Wind Point Partners
Petit ElinAcquisition of Milo & Gabby
Ranch Creek Partners and Hillstar Capital
Acquisition of Jerrys Services and OneCor, Inc.
SDI Media Group, Inc.Acquisition of PPC Creative
Limited
Selmet, Inc., a Blue Point Capital Partners
Portfolio CompanySale to Consolidated Precision
Products Corp.
SyncronessSale of Company
VeritoneAcquisition of Wazee Digital
WEIR Group PLCSale of its Flow Control Division to First Reserve
DEAL HIGHLIGHTS
Our team provides seamless counsel at every stage of an M&A transaction, delivering sophisticated advice within a broad range of industries to create value for your deal. Our lawyers work closely with you throughout a deal’s lifecycle—identifying and addressing risks and opportunities to help bring each transaction to a successful close.
LEADING PRIVATE EQUITY AND M&A LAW FIRM
Ellen S. [email protected]
Chris Cox [email protected]
Todd A. [email protected]
James W. [email protected]
Timothy [email protected]
Randall J. [email protected]
600 Anton Boulevard, Suite 1800, Costa Mesa, CA 92626 © 2020 Morgan, Lewis & Bockius LLP. This material is provided for your convenience and does not constitute legal advice or create an attorney-client relationship. Prior results do not guarantee similar outcomes. Attorney Advertising.
www.morganlewis.com
112619_193639
NAMED A TOP 10 M&A TRANSACTIONS LAW FIRM
BY REFINITIV, MERGERMARKET, BLOOMBERG
AND BUYOUTS (2019)
MORE THAN 1,500 PRIVATE EQUITY AND M&A TRANSACTIONS
IN THE LAST 5 YEARS
1,500+DEALS
RECOGNIZED, PRIVATE EQUITY
BY LEGAL 500 (2019) & IFLR1000 (2019)
NAMED A TIER 1 M&A TRANSACTIONS LAW FIRM BY US NEWS/BEST LAWYERS - BEST
LAW FIRMS (2019)
TIER
1M&A FIRM
MORE THAN $500B OF COMBINED VALUE
IN M&A TRANSACTIONS IN THE LAST 5 YEARS
$500+BILLION
TOP
10M&A FIRM
Proskauer is a leading law firm, providing a wide range of legal services to clients worldwide. To learn more about the firm, visit Proskauer.com.
Proskauer Rose LLP | Eleven Times Square, New York, NY 10036-8299 | 212.969.3000 | Attorney Advertising
We are a go-to firm for asset managers, including private debt funds, private equity firms, sovereign wealth funds, investment banks and business development companies. We have built our platform to best serve our diverse client base, advising across all asset classes and geographies.
Our lawyers are not merely legal technicians, they also provide pragmatic and business-savvy advice to clients.
Whether advising on fund formations, investments, exits, executive compensation or disputes, we are able to provide full-service cross-border solutions for asset managers on all aspects of their business.
For more information, please contact:
Built to Serve Asset Managers
Matthew S. O’LoughlinPartner+1.310.284.5654+1.949.232.5443moloughlin@proskauer.com
Ben D. [email protected]
ACG_Orange_County_PEMA_2020_8.5x11_v2.indd 1ACG_Orange_County_PEMA_2020_8.5x11_v2.indd 1 12/16/2019 3:36:03 PM12/16/2019 3:36:03 PM
Orange County | Silicon Valley | San Francisco
Rutan & Tucker IS A PROUD SPONSOR OF
THE 18TH ANNUAL
DEAL MAKERS MARKETPLACE
PRIVATE EQUITY NIGHT
© 2018 Association for Corporate Growth. All Rights Reserved.
ACG has the top global network for middle-market businesses, hands down.S E E T H E P O W E R T H A T M E M B E R S H I P B R I N G S .
J O I N T O D A Y A T W W W . A C G . O R G
T H E P O W E R O F
2020 Event Sponsors
S O M M E L I E R S P O N S O RM E D I A S P O N S O RC O F F E E S P O N S O R
Straight talk. Smart counsel.
We get it. You want legal advice that’s clear, practical and effective.
We can help. We are a full-service firm with an experienced and sophisticated private equity, M&A and investment practice. We advise companies and investors in many industries on a wide range of issues, focusing on practical counsel regarding strategic growth, wealth management and other vital corporate issues.
Let’s talk.
bakerlaw.com
*All offers of credit are subject to approval.Bridge Bank, a division of Western Alliance Bank. Member FDIC.
AMBITION. DRIVE. GRIT.
We believe in the risk takers, the game-changers and the disrupters — those committed to leveraging innovation to make the world a better place. And because we ourselves are entrepreneurs, we know firsthand the challenges faced by startups and growth companies alike, allowing us to solve problems other banks may not even see. Bridge Bank offers solutions for both founders and funds, including:
To learn more about us, visit BridgeBank.com
Enterprise value term loans and working capital lines for private equity backed companies
Lines of credit for capital calls, SBIC funds and management company flexibility loans
Treasury management and international banking services
Caroline HarkinsManaging Director, Corporate Banking
(949) [email protected]
Rick LamoreuxSenior Director, Corporate Banking
(949) [email protected]
Clarifying and
resolving complex
M & A related issues is
what we do. How we
do it is what sets us
apart from other CPA
firms. We deliver value
and provide solutions
that help our clients
achieve their goals.
C A M A R I L L O | E N C I N O | G L E N D A L E | I R V I N E | L O N G B E A C H | L O S A N G E L E S | P A S A D E N A | W A L N U T C R E E K
W E S T L O S A N G E L E S | W E S T L A K E V I L L A G E | F O R T W O R T H , T X | P A R K C I T Y, U T | P H O E N I X , A Z
Connect with us at:
www.hcvt.com or
714.361.7600
COLLABORATION. FOCUS. EFFICIENCY. DEDICATION. EXPERIENCE.
With more than 425 lawyers, we serve as trusted advisors to leading businesses,
governmental entities, nonprofit organizations and individuals. When facing
a complicated issue, you need a law firm that understands both you and your
business – a firm dedicated to client service and achieving your goals.
Experience the Pepper Difference.
We are proud to support ACG Orange County.
Berwyn | Boston | Detroit | Harrisburg | Los Angeles | New York Orange County | Philadelphia | Pittsburgh | Princeton | Rochester Silicon Valley | Washington | Wilmington
pepper.law
Assurance, tax, and consulting offered through Moss Adams LLP. Investment advisory services offered through Moss Adams Wealth Advisors LLC. Investment banking offered through Moss Adams Capital LLC.
When we share a common goal, the sun rises on endless opportunity. That’s why we believe in the great promise of a better tomorrow for our clients and communities.
We’re proud to support ACG Orange County’s 18th Annual Private Equity Marketplace Deal Flow & Wine Tasting event.
RISE WITH THE WEST.
MOSSADAM
S.COM
P O S S I B I L I T Y R I S E S I N T H E W E S T
Impossible is vastly overestimated.
Member FDIC ©2018 U.S. Bank. 124701 (12/18)
To find your company’s possible, contact:
Steven G. Krenik, Vice President 949.863.2363 | [email protected]
usbank.com
At U.S. Bank, we believe that your company can reach its goals, no matter how ambitious, and we’re proud to offer the competitive products and services to help you reach them. Get started on making your possible happen today.
124701 CB - ACG Orange County.indd 1 12/13/18 11:06 AM
troutman.com Troutman Sanders LLP
Setting the standard.We are proud to support the 2020 Orange County ACG Private Equity Night. Troutman Sanders is a national law firm with more than 650 attorneys practicing coast-to-coast, including right here in Orange County.
Leaders start here. Subscribe today at: www.themiddlemarket.com/subscribe
(212) 803-8500
Get access to exclusive news and analysis of deal sourcing, structures, restructuring, and exits. Professionals on all sides of the deal come here to exchange new ideas and develop winning strategies.
Mergers & Acquisitions covers all aspects of middle-market dealmaking
DONE DEAL.
ACG Orange County extends a special thank you to our Private Equity Night Committee
for their exceptional work and dedication.
Whether it’s merger & acquisition opportunities, capital raising, sourcing best-in-class professional services, or networking at our series of exclusive member forums and marquee events — ACG is the premier networking organization for corporate advisors and C-level executives.
It’s where deals are done — and the premium is on fun!
For more information e-mail: [email protected]
acg.org/occ
Orrick is proud to support
ACG’s Orange County 18th Annual Private Equity Marketplace Deal Flow & Wine Tasting
AMERICAS | EUROPE | ASIA @orrick orrick.com
Top 10 Most Active M&A and PE Law Firm Worldwide
3X WINNERNorth America’s Most Innovative Law Firm
Bryan Gadol Partner M&A and Private Equity
+1 949 852 7747 [email protected]
Wendy Kottemier Of Counsel M&A and Private Equity
+949 567 6700 [email protected]
2020 Platinum Sponsors
2020 Gold Sponsors
AVANT ADVISORY GROUP
FIFTH THIRD BUSINESS CAPITAL
GLASSRATNER
MARSHALL & STEVENS
MOSS ADAMS
PNC BUSINESS CREDIT
ROBERT HALF
RUTAN & TUCKER
UNION BANK
WHITE NELSON DIEHL EVANS
$5M - $100MAlpine Investors1 California St, Floor 29San Francisco, CA 94111
Ajeet Gautam, Investment Professional415-392-9100
13
$0 - $50MBainbridge4438 Eastgate Mall, Ste 130San Diego, CA
Lenin Ruiz, Vice President858-410-0924858-260-8566
44
$20M - $300MBlue Point Capital Partners, LLC601 Union St, Ste 3022Seattle, WA 98101
Mark Morris, PartnerMegan Kneipp, Head of Business Dev206-332-9202 / 216-535-4690
19
$25M - $250MClearlight Partners100 Bayview Cir, Ste 5000Newport Beach, CA 92660
Mark Gartner, Principal Head of Investment949-725-6598
19
$10M - $100MCVF Capital Partners501 W. Broadway, Ste 800San Diego, CA 92118
Stefan Okhuysen, Principal619-400-4881
15
$10M - $60MElan Growth Partners, LLC1921 Palomar Oaks Way, Ste 106Carlsbad, CA 92008
W. Max Young, Principal760-309-9436 ext. 102
2
$10M - $500MExWorks Capital, LLC28202 Cabot Road, Suite 300Laguna Niguel, CA 92677
Brett CrabtreeManaging Director949-936-2531
7
N/AFifth Third Business Capital500 Newport Center Dr, Ste 750Newport Beach, CA 92660
Mark LooftManaging Director - Western US949-606-5227
11
$10M - $200MGen Cap America40 Burton Hills Blvd, Ste 420Nashville, TN 37215
Chris Godwin, Managing Director615-256-0231
31
$20M - $250MHKW8888 Keystone Crossing, Ste 600Indianapolis, IN 46240
Ryan Supple, Vice President859-699-3081
116
Up to $200MHuron Capital500 Griswold St, Ste 2700Detroit, MI 48226
Heather Madland, Principal313-446-8485
20
$10M+McCarthy Capital1601 Dodge St, Ste 3800Omaha, NE 68102
Justin Disch, Senior Associate402-991-8432
34
18th Annual Private Equity Table SponsorsCompany Name, Address Contact Name, Phone Years in Business Portfolio
Company Revenue
$1 - $200M Software & Business/Consumer Services Broadly www.alpineinvestors.com
$5M+EBITDA or add on targets of $1M+EBITDA
Industrial, Business Services, Highly Engineered Products, Aerospace & Defense, Chemicals, Healthcare, Technology, Food & Beverage, Data Services.
www.bainbridge.com
$25M - $150M Industrial, Distribution, Business Services, and Consumer www.bluepointcapital.com
$10M - $50M Consumer Products & Services, Business Services, Specialty Manufacturing Industrial Technology & Services, and Education & Training
www.clearlightpartners.com
$5M - $15M (equity and/or mezz)
Business Services, Light Manufacturing, Healthcare, Aerospace, Logistics www.cvfcapitalpartners.com
$5M - $20M Food Manufacturing, Engineered Products, Niche Software, B2B Services www.elangrowth.com
$2M - $25M Manufacturing, Distribution, Wholesale, Healthcare, companies experiencing explosive growth
www.exworkscapital.com
N/A Manufacturing, Select Service and Retail www.53.com
$5M - $40M Manufacturing, Distribution, and Basic Service Industries www.gencapamerica.com
$10M - $75M Health/Wellness and Business Services www.hkwinc.com
$5M - $20M (Flex Equity)$25M - 100M (Private Equity)
Consumer, Business Services, Specialty Industrials www.huroncapital.com
$15M-$75M Business Services, Technology, Consumer Products, Financial Services www.mccarthycapital.com
18th Annual Private Equity Table SponsorsPortfolio Company Investment
Preferred Industries Website
18th Annual Private Equity Table Sponsors
$20M - $250MMonroe Capital LLC311 S. Wacker Dr, 64th FloorChicago, IL 60606
Steve Hinrichs, MD; So. Cal 909-560-1577Alex Patil, MD; West Coast 319-331-2734Stewart Hanlong, MD; Tech/Fin. 415-353-5372
16
$5M - $200MNorthcreek Mezzanine312 Walnut St, Ste 2310Cincinnatti, OH 45202
Roger Davis, Managing Partner513-985-6600
10
$20M-$100MPike Street Capital 114 NW Canal St Seattle, WA 98107
Dave Dandel, Partner Ed Whatley, Partner 206-686-3340
2
$25M - $250MRenovo Capital, LLC14241 Dallas Pkwy, Ste 1230Dallas, TX 75254
Scott Lavie, Managing Partner303-810-4640
12
$10M - $200MSeacoast CapitalOne Bush St., Ste. 650San Francisco, CA 94104
Thomas R. Ley, Principal415-704-8807
25
$10M - $15MSolis Capital Partners23 Corporate Plaza Dr, Ste 215Newport Beach, CA 92660
Roz Price, Operations Manager949-296-2441
17
$50M - $200MSteel City Capital 350 S. Grand Ave, Ste 3850Los Angeles, CA 90071
David Gittleman Senior Managing Director404-877-5818
20
$30M - $300MTarsadia Investments, LLC520 Newport Center Dr, 21st FloorNewport Beach, California 92660
David Browne, Principal949-500-6841
30
$5M - $50MTregaron Capital300 Hamilton Ave, Ste 400Palo Alto, CA 94301
JR Matthews, Managing Director650-403-2085
18
TriVista15 EnterpriseAliso Viejo, CA 92656
Michael McSweeneySenior Managing Director949-218-4830
13
True West Capital Partners114 Pacifica, Ste 370Irvine, CA 92618
N/A N/A
$25M - $500MWindjammer Capital Investors610 Newport Center Dr, Ste 1100Newport Beach, CA 92660
Matt Anderson, Managing Director949-720-4240
30
Company Name, Address Contact Name, Phone Years in Business Portfolio Company Revenue
18th Annual Private Equity Table Sponsors
Up to 10% of the debt invested
Our team has experience across many industry verticals, including specialization in business services, healthcare, software & technology, media, specialty finance, distribution, manufacturing, and consumer goods.
www.monroecap.com
$1M - $12M Any www.northcreekmezzanine.com
$10M-$30M Specialty Manufacturing, Test & Measurement, Distribution, LogisticsProductivity, Industrial Technology, Engineered Products
www.pikestreetcapital.com
$10M - $40M Specialty Manufacturing, Business Services, Food Processing, Special Situations
www.renovocap.com
$5M - $20M Specialty Manufacturing, Value-added Distribution, Commercial & Consumer Services, Environmental Services, Logistics & Infrastructure Services, Health & Wellness, Consumer
www.seacoastcapital.com
$5M - $15M Agnostic www.soliscapital.com
N/A Diversified - No Preference www.pnc.com/
$10M - $50M initially; up to $100M over life of the investment
Specialty Distribution, Business Services, Lght Manufacturing, Financial Services.
www.tarsadia.com
$4M - $10M Services, Manufacturing, Asset Light Distribution, Mature Technology Information and Data Services
www.tregaroncapital.com
Manufacturing, Distribution, Consumer Products www.trivista.com
N/A www.truewestcp.com
$40M - $200+M Niche Manufacturing, Business Services, Value-added Distribution
.
www.windjammercapital.com
Portfolio Company Investment
Preferred Industries Website
