ACG San Diego VIRTUAL BrownBag | M&A Deals – How They Move in Uncertain Times

Anthony advises U.S. and foreign investors and companies across a variety of industries, including software and hardware technology, biotechnology, aerospace and defense, industrials and manufacturing, financial and professional services, real estate, and sports, media and entertainment. Clients value his input, appreciate his strong business sense and innovative thinking and, as a result, view him as a trusted adviser and true partner. As a leader, Anthony manages and provides guidance to deal teams of legal professionals in the areas of intellectual property, securities, debt finance, tax, employment and executive compensation, and environmental law, as well as for accountants, bankers and other professional service providers in connection with structuring negotiating and closing complex transactions. He also routinely serves as outside general counsel to investment funds and their portfolio companies. Prior to joining Barnes & Thornburg, Anthony practiced at top-tier law firms in Southern California. The counsel he has offered clients has earned him significant respect in the areas of private equity, venture capital, M&A, corporate governance and general corporate transactions. Earlier in his professional life, Anthony served as in-house counsel at Oaktree Capital Management, where he advised fund managers, investment professionals, company executives and boards of directors on numerous corporate, legal, and regulatory issues.

Josh joined Shoreline Partners in 2017 and focuses on providing marketing and due diligence support to sell-side clients and new business development. Prior to joining Shoreline, Josh worked in the investment banking department at Stifel, Nicolaus & Company in Los Angeles. Josh is a member of the Board of Directors and the Treasurer for the San Diego Chapter of the Association for Corporate Growth. He is a graduate of the University of California, Davis where he earned an undergraduate degree in Managerial Economics. While a student, Josh worked as a manager of the University's 650 head capacity feedlot as well as in a number of other jobs in production agriculture, agricultural finance, and private equity prior to graduation. Mr. Donnelly holds Series 79 & 63 securities licenses. He currently resides in Poway with his wife and their dog Moose.

Bill has more than two decades of experience in private equity and strategy consulting. Prior to joining Seaside, Bill served as a Managing Director at Encore Consumer Capital, where he worked from 2008-2019. Encore is a private equity firm focused on investments in lower middle market consumer companies. Bill began his career in strategy consulting at Swander Pace & Co. (later Kurt Salmon, part of Accenture Strategy). Bill graduated with a BA from Stanford University. He lives in Encinitas, CA with his wife and three children.

For more than 30 years, Kirk has worked with entrepreneurs, closely held business owners, and high net worth families to achieve their strategic planning, liquidity, investment, and legacy objectives. In client facing, strategic, and senior management roles, Kirk has raised and deployed more than $1 billion of capital, been involved with evaluating more than 2,000 direct investments, and participated as principal or advisor on over two dozen buyout or sale transactions. Kirk has been a frequent speaker and panelist at Association for Corporate Growth events, Vistage and Entrepreneurs Organization gatherings, ECHELON Capital’s Deals & Dealmakers Summits, and Tiburon Strategic Advisors CEO Summits, where he was a member of the Financial Advisors Roundtable. Additionally, Michie built AB Bernstein’s Quarterly M&A Roundtable, a gathering of the area’s top dealmakers from venture capital, private equity, legal, accounting, and finance, which was replicated across the US for the firm. Kirk’s areas of expertise include transaction advisory services, mergers and acquisitions with emphasis on founder-owned businesses, corporate and family office governance, capital raising, private equity, corporate strategy, and succession planning. His combination of investment and business experience inform his ability to help entrepreneurs navigate complex entity, family, and legacy decisions.