ACG Tampa Bay June Summer Breakfast Series (Members Only)

Wendy transitioned into the M & A industry after Aberdeen Advisors successfully sold the $ 20M business services firm where she served as Executive Vice President. Having played an integral role from the decision to go to market, through to the closing of the transaction to a billion-dollar family office out of California, Wendy gained firsthand experience navigating the complexities of the entire sales process.

As a senior member of the Aberdeen team, Wendy is intricately involved with the Firm’s clients from the onset of engagement through to the closing and oftentimes, she remains involved through the initial integration, post-transaction. Committed to delivering a high-performance experience to each client, Wendy’s ability to connect ideal buyers with Aberdeen’s sell-side clients and expertly trudge through the extensive discovery and due diligence phases adds great value to our client’s journey.

Having successfully driven a multitude of transactions to completion over the past decade, Wendy leverages her 20+ years of professional marketing and business management experience to effectively guide Aberdeen’s clients through the many phases of the sales process while they are simultaneously running their businesses.  Wendy’s proven M & A track record spans multiple industries and multiple geographies.

Wendy holds a B.S. degree from Georgia Southern and a Master’s degree from the University of South Florida. She is also a member of the Association of Corporate Growth, Key Women’s Leadership Forum, Working Women of Tampa Bay, and Berkeley Preparatory Trailblazers. She is a member of the Girls Empowered Mentally for Success advisory committee, an organization committed to the growth and development of girls in the Tampa Bay community. She attends Hyde Park United Methodist Church and enjoys running, watching baseball, boating, and fishing.

Nicholas Kodati is a Vice President at Star Mountain Capital, focused primarily on investment and portfolio management activities. Mr. Kodati has served at the firm since 2015 in both New York and Tampa following previous experience at Altum Capital Management and the NYU Investment Office. He is a graduate of the NYU Stern School of Business.

Anthony Wadsworth is a managing director in the advisory group at Crowe. He specializes in due diligence, transaction structuring, and forecast analysis. Anthony has more than 10 years of experience with transaction services and helped with the internal development of Crowe data book project tool.

Michael M. Mills Jr. is a partner in Holland & Knight's Tampa office. He practices in the areas of corporate law, securities, mergers and acquisitions and corporate governance. Mr. Mills advises clients on securities offerings, SEC periodic reporting, corporate governance, NYSE and NASDAQ regulations, mergers and acquisitions and other business and tax matters.

In the area of securities and capital markets, Mr. Mills has experience in advising clients on public and private securities offerings, SEC periodic reporting and proxy statements, Section 16 compliance, corporate governance and other business and tax matters.

Mr. Mills advises public companies, boards of directors, audit committees and special committees on disclosure, governance and compliance matters arising out of SEC rules and regulations, stock exchange rules (including corporate governance rules) and various corporate laws, including defending against shareholder activism and advising during proxy fights.

His experience in mergers and acquisitions extends to transactions involving both public and private companies, as well as matters involving applicable international and regulatory issues.