"The Life of The Deal Series" - Part 4, The M&A Sale Process & Financing

David oversees Bertram Capital’s business development team, where he directs sourcing, investment opportunity assessment and intermediary relationship development. David is also responsible for developing and managing corporate development office relationships. Prior to Bertram, David was President and CEO of The Gemesis Corporation, an early innovator in diamond growth technology. At Ask.com (IAC) David's leadership launched Ask Jeeves from the 312th ranked Internet site to the 12th largest site on the Web and built the company into one of the most widely recognized Internet brands. David held senior management positions at Iomega, establishing the company's presence as Managing Director of the Asia Pacific region and subsequently running the $1B North American Sales and Marketing Division. David began his career at Gates Energy Products/Energizer Power Systems. In addition to his work with Bertram Capital, David was elected to serve as the Chairperson of the Association for Corporate Growth (ACG), New York Chapter and was also elected to the ACG Global Board of Directors.

Brent Kriegshauser joined Raymond James in 2011 and is a Managing Director within the firm's Mergers & Acquisitions group where he provides a broad range of financial advisory services to both public and privately held companies. Prior to joining the Mergers & Acquisitions group, Mr. Kriegshauser served for two years as Assistant to the Chairman for Raymond James Financial, where he executed corporate strategy initiatives and evaluated corporate development opportunities on behalf of the Firm’s executive management team. Before joining Raymond James, Mr. Kriegshauser was an investment banker with Macquarie Capital and Giuliani Capital Advisors. Mr. Kriegshauser has significant experience advising clients on an array of merger, acquisition, divestiture, recapitalization and fairness opinion transactions across a variety of industry sectors. He received his MBA from the Kellogg School of Management at Northwestern University and his BS in finance from Miami University (OH), where he graduated magna cum laude and was a member of the varsity golf team.

Following eight years in sales and marketing for a different factoring company—where she developed her skills in negotiating and structuring tailored transactions—Lilies joined Accord in 2000. At Accord, Lilies is responsible for spearheading the company’s business development activities with particular emphasis on the private equity/M&A market place. Within this space, she has worked with countless independent sponsors, developed a deep understanding of this industry niche, and structured numerous transactions to the unique needs of these entrepreneurs. She was educated in Indonesia and Singapore before attending the University of Nebraska to study business.

Casey Swercheck is Director of Capital Strategies at Capitala Investment Advisors and joined the firm in 2013 in its Fort Lauderdale office. Mr. Swercheck is responsible for cultivating relationships with current and prospective investors across a variety of Capitala-sponsored investment products and strategies. In addition, Mr. Swercheck focuses on origination and sourcing in the Florida market.

Previously, Mr. Swercheck worked for Hamilton Lane Advisors, where he focused on the investment activities of the Florida Growth Fund, and was a member of Hamilton Lane’s Fund Investment Team. Prior to Hamilton Lane, Mr. Swercheck worked with Wilshire Associates, a general investment consulting firm for institutional clients worldwide. Mr. Swercheck is a graduate of the University of Pittsburgh with a degree in Finance.