M&A Circle: Breaking the PE Logjam – How Sponsors are Solving its High Growth Anxiety

Image

AARON LEVY

Investor - Red Iron Group

Red Iron Group is a private investment firm that partners with business owners and managers who are passionate about building market-leading businesses. The firm helps businesses achieve increased scale and business value through investments in organic growth initiatives, strategic acquisitions and deeper customer relationships. Toward this end, Red Iron Group leverages its extensive Silicon Valley roots and helps its portfolio companies invest in and implement technology enablement and adoption strategies that deliver greater organic growth and operating efficiencies. Red Iron Group has established a uniquely long-term capital base with a strategy of focusing on profitably growing lower-middle-market companies across a wide range of sectors. Learn more at www.redirongroup.com.  

Image

MATT SMITH

Managing Director, St. Cloud Capital

Matt Smith is a Managing Director at St. Cloud Capital and is responsible for sourcing, execution, and portfolio monitoring functions. Previously, Mr. Smith founded and managed the Structured Finance Group at Banc of California, which focused on origination and structuring of senior credit facilities to middle market companies backed by private equity.

Prior to that, Mr. Smith worked in commercial banking and leveraged finance roles at various commercial banks and leveraged finance groups.  He currently serves or has served as an Observer on the Board of Directors of Pipeworks Studio, AleraCare Healthcare Services, AMP Smart, Catawba Research, Renters Warehouse, Apposite Technologies, Sentinel Offender Services, and Atomica Corp..  Mr. Smith was also an Army officer and deployed in support of Operation Enduring Freedom in Afghanistan.

OUR MODERATORS

Image

CRAIG LILLY

Technology M&A Partner - Reed Smith

Craig Lilly is a leading legal advisor for private equity and strategic clients on domestic and cross-border technology acquisitions, mergers, divestitures, auctions, leveraged buyouts and minority investments.  Craig’s practice includes advising emerging technology companies on venture capital financings, corporate governance, public offerings and joint ventures.  He also represents fund sponsors in connection with structuring and organizing investment funds, parallel investment vehicles, and offshore funds.

Craig frequently writes and lectures on legal and business issues regarding mergers and acquisitions, private equity investments and corporate finance. He has been quoted in, or contributed to, articles and features in Bloomberg, The Wall Street Journal, The Deal Magazine, Reuters, CFO.com and other major publications.  He is a member of the Board of Directors of The Association for Corporate Growth – Silicon Valley and an Advisor to Financial Executives International – Silicon Valley Chapter. 

Image

ADAM FAUVRE

Director - RSM US LLP

Adam serves as RSM’s Business Development Director in San Jose, CA, focused on developing new client relationships and supporting existing clients in the Silicon Valley and the Bay Area markets. He has extensive experience building relationships with C-Suite executives in Silicon Valley as a trusted advisor for nearly a decade.

PRICING:

No Charge for ACGSV Members and Sponsors/Guests

$20 Other ACG Chapter Members

$40 Non-Members