ACG San Diego: CEO Lessons – Growing Companies through Acquisition

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CEO Lessons

Event Details

When:

May 21, 2019 7 AM - 9 AM PDT

Where:
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Overview

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CEO Lessons – Growing Companies through Acquisition

Tuesday, May 21, 2019
7:00am - 9:00am PDT
(9:00-10:00am PCF Session to follow)

Lomas Santa Fe Country Club
1505 Lomas Santa Fe Drive
Solana Beach, CA 92075

Agenda

  • 7:00 AM - 7:30 AM: Registration & Networking
  • 7:30 AM - 8:00 AM: Breakfast & Announcements
  • 8:00 AM - 9:00 AM: Program
  • 9:00 AM - 10:00 AM: Private Company Forum (PCF) Session - For Business Owners & C-Levels Only
SPECIAL RATE ONLY FOR BUSINESS OWNERS & C-LEVELS $40! (code required)
(Breakfast Program & PCF - see below.)

Program Description

A panel of company executives will share their experiences growing their companies by strategically acquiring business. They will discuss how the acquired companies were identified, the due diligence process, important factors of the deals, keys for a successful integration of company, and lessons learned from their acquisition efforts. After the panel discussion, a private question and answer session will be open to C-level executives and business owners.

Key Takeaways

  1. How CEOs strategically acquired companies to grow their businesses
  2. Important due diligence steps when acquiring a company
  3. Lessons learned on what not to do
  4. Keys to the effective integration of acquired companies

Panelists (Bios Below)

  • Chad Blake – President, Ability Center
  • Steven Cooper – Chairman, CEO/President, and Co-Founder, One Stop Systems
  • Jennifer Miller – CEO, ACCESS Destination

Moderator

  • Stuart Moss – Managing Director, Keystone Capital Markets

Sponsors

  • Insperity
  • Vantage Point Advisors

PROGRAM BONUS:  FREE HEADSHOTS!

Image counts everywhere.  In this competitive market, put your best face forward and don't get caught with a badimpression.  You need a Great Headshot!

Dani and Anna of DNA Photo+ Style will set up their lighting at our event and take FREE simple headshots of ACG members and guests!
 

Register Now!

  • ACGSD Members & ACGSD Sponsors: $0
  • Members of Other Chapters: $75
  • Non-Members & Guests: $95
SPECIAL RATE ONLY FOR BUSINESS OWNERS & C-LEVELS $40!
 
Rate available for both Breakfast Program and PCF Session. Get Discount Code from your PCF representative: contact Jim Stewart at jstewart@pkfsandiego.com, or Shaun Alger at shaun@volohaus.com.

Questions?

Contact Executive Director Judy Susser-Travis, CMP, CMM at acgsandiego@acg.org or 619-741-7247. 

Speakers

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Chad Blake

Chad Blake

Ability Center
President

Chad Blake got his start in auto mobility in 2004 by starting a mobility dealership in the Bay Area. Chad joined Ability Center in 2006 and established a location in Phoenix. He has held the roles of General Manager, Area Manager, Corporate Sales Manager, and Chief Operating Officer. Chad has been directly involved in growing Ability Center from three stores to the current 14 – both through M&A and greenfield opportunities. While COO, Chad and Ability Center’s owner were part of the ownership group that created another auto mobility venture (Mobility Centers) with three locations in the Midwest. In November 2018, Ability Center was acquired by a private equity group and Chad became President. Prior to his start in auto mobility, Chad was a college soccer coach for 6 years at both the NCAA Division 2 and NAIA levels.

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Steven Cooper

Steven Cooper

One Stop Systems
Chairman, CEO/President, and Co-Founder

As Co-Founder, President, and CEO of One Stop Systems, Steve Cooper has led the company through the upheaval of two recessions to become a leading supplier of high performance compute systems. One Stop Systems has grown both organically and via acquisition, including two acquisitions last year. Steve’s background includes engineering, sales and marketing, and executive management with Intel, RadiSys, I-Bus and SBS Technologies. Mr. Cooper holds a BSEE degree from the University of California, Santa Barbara.

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Jennifer Miller

Jennifer Miller

ACCESS Destination
CEO

Jennifer Miller began her hospitality industry career in 1990 as a meeting planner for an incentive travel firm. In 2000, Jennifer joined ACCESS as Program Manager and over the next several years assumed various leadership roles. As General Manager, Jennifer successfully integrated the acquisition of a Los Angeles company -- doubling revenue from that location in the first year. She became President and Shareholder of ACCESS in 2013, and over the next four years led the opening of two greenfield locations (Las Vegas, Phoenix) and the acquisition of a Northern California company. Driven by Jennifer’s vision, leadership, and operating expertise, ACCESS grew from a single $5 million location in 2009 to a $30+ million company with five locations throughout the West. In 2018, ACCESS was acquired by an investment group and Jennifer was promoted to CEO, where she sets the company’s organic and acquisition growth strategies.

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Stuart Moss

Stuart Moss (Moderator)

Keystone Capital Markets
Managing Director

Stuart Moss has over 25 years experience in M&A and business operations, resulting in a unique perspective and ability to understand the needs of business owners and their companies’ key value drivers. While working in M&A roles for investment banks, large multinationals, and private equity – and as a former owner/operator – Stuart has acquired, grown, and divested middle-market companies in a variety of industries, while personally transacting business in over 20 countries. Stuart earned his B.A. in Economics from Duke University, studied at Oxford University in the United Kingdom, obtained his MBA from the Darden School at the University of Virginia, and is a Series 63 and 79 Registered Securities Representative. Stuart is also an ACG San Diego Board Member and incoming Chairman of the Board for a not-for-profit that operates the country’s 9th largest Meals On Wheels program.

Hosted by: ACG
Chapter
San Diego
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