ACG San Diego Virtual DealStory | When Potential Buyers Talk, Sellers Should Listen

Bryan is a senior member of the global technology investment banking group at Stifel (NYSE: SF), specializing in M&A and financing transactions to public and private companies in advanced manufacturing, energy technology, IoT and industrial software. As a seasoned investment banking professional with extensive experience in strategic advisory and corporate finance, Bryan has built a career focusing on middle market growth companies. Prior to Stifel, Bryan was a Partner at Mooreland Partners which was acquired by Stifel in 2019. Bryan earned a B.S. in Finance and Management Information Systems from the Leavey School of Business, Santa Clara University.

Lee is a recently retired San Diego Office Managing Partner of BDO. He has nearly 35 years of professional experience serving a variety of industries, and was BDO’s leader of their Private Equity and Venture Capital Industry Practice, as well as a former Board Member. Prior to joining BDO, Lee was a Partner in the Audit Practice in the Tokyo office of KPMG. Lee’s extensive experience includes audits and consultations with global and domestic companies, as well Partner responsibility on a number of cross-border acquisitions and due diligence engagements. He is now consulting with BDO International and advising companies on Environmental, Social and Governance issues. Lee received his B.S. in Accounting from San Diego State University, and is Past President of ACG San Diego.

As Co-Chair of Procopio’s M&A team, Paul helps entrepreneurs and their investors get companies formed, funded and sold, including initial formation of corporations and LLCs, negotiation of seed, early and mid-stage equity financings, and buy and sell-side mergers and acquisitions, as well as venture capital investments, public and private securities offerings and compliance and general business counseling. Paul was the BNY Mellon M&A Advisor of the Year 2016 and 2017 and holds a Martindale-Hubbell® AV Preeminent Lawyer Rating.

Scott is a Partner and Consulting CFO with PBO Advisory Group, and is responsible for the firm’s quality assurance program, technical accounting client requests, and director of PBO’s Project Based Consulting & Advisory service area. With 30 years of financial, accounting, and operational leadership in strategic project design, implementation, and execution, Scott’s emphasis is on operations, manufacturing, logistics, business and system integration, high growth, and tight liquidity situations. Scott received his MBA in Finance from the University of Denver as well as a B.S. in Accounting from the University of Illinois.

Donvan Co-Founded Forecast 3D with his brother in 1994, and is the President of the operation, one of the oldest and largest privately held full service rapid manufacturing facilities of its kind in the U.S. The company provides a full spectrum of 3D printing, rapid machining, and quick-turn tooling solutions for producing the highest quality prototypes and batch production runs. Their focus and culture is always on the customer experience and the craftsmanship involved with bringing new products to life.