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INVESTMENT BANKERS: How They Increase Company Sale Value
(Private Company Forum event to follow)
October 18, 2016
7-9am
Lomas Santa Fe Country Club
1505 Lomas Santa Fe Dr, Solana Beach, CA 92075
7-8am Registration, Networking
8-9am Program
915-10am Private Company Forum Pre-Event by Invitation Only (for Business Owners)
How can an Investment Banker add value and improve likelihood of success in a Mergers & Acquisitions transaction? Please join ACG San Diego and a panel of both large and middle market investment bankers presenting successful recipes for increasing company value for a planned transaction. A separate breakout session will be conducted after the program specifically for C-Levels and Business Owners to allow them to ask questions of the panelist and speakers.
PRIVATE COMPANY FORUM: BY INVITATION ONLY FOR BUSINESS OWNERS & C-LEVEL ONLY and accompanying ACGSD Advisors
Special Time 915am-10am
Discounted Rate for Business Owners & C-Level: 50% off Non-Member/Guest Rate. Contact from Judy Susser-Travis for Discount Code.
PRIVATE COMPANY FORUM: BY INVITATION ONLY FOR BUSINESS OWNERS & C-LEVEL ONLY and accompanying ACGSD Advisors
Special Time 915am-10am
Discounted Rate for Business Owners & C-Level: 50% off Non-Member/Guest Rate. Contact from Judy Susser-Travis for Discount Code.
Moderator:
Bill Lynch - ProFinance, Vice President
Bill joined ProFinance® in February 1999 to assist clients in arranging various forms of debt and equity financing as well as facilitating M&A transactions for businesses in Security (physical, life-safety, cyber & homeland), Maritime & Water Technology; and high gross margin repetitive income service businesses. Bill is a registered representative with FINRA.
Panelists:
Steve Moon - Duff & Phelps Securities, Managing Director
Steve Moon joined Duff & Phelps in 2000 and has over 18 years of investment banking and corporate finance experience. He is a managing director in the firm’s Los Angeles Mergers and Acquisitions practice, focusing on Aerospace, Defense and Industrials M&A and corporate finance mandates. He has completed a range of investment banking engagements including mergers, acquisitions, sales, divestitures, recapitalizations, leveraged buyouts, debt and equity financings, strategic alternative reviews and fairness and solvency opinions on behalf of private equity firms, public corporations and private company clients.
John C. Henberger, Jr - Henberger Group, President
John C. Henberger Jr. founded the Henberger Group in 2002 to assist owners of privately held mid-market businesses with transaction, exit planning, and business optimization services. He has extensive mid-market ownership and merger & acquisition experience in manufacturing, distribution, business services, high tech and the wine industry.
Jeremiah Mann - Intrepid Investment Bankers, Managing Director
Jeremiah has more than 15 years of experience originating, managing and executing M&A transactions. In addition to transaction responsibilities, he is a founding principal and active in management and development activities for the firm, including training and recruiting. Throughout his middle-market investment banking career, Jeremiah has executed transactions in a variety of industries and sectors, including manufacturing, distribution, business services, healthcare services and consumer products.
Channing Hamlet - Objective Capital Partners, Managing Director
Channing Hamlet is a Managing Director at Objective Capital Partners, focused on leading the firm’s business valuation practice and transaction execution for its investment banking practice. Mr. Hamlet is a results-driven executive that has 20+ years of experience advising business owners on management issues, transaction execution and business valuation. His experience ranges from working with early stage companies on relatively simple stock option valuation assignments up to IPO stage companies with complex capitalization tables and significant scrutiny from Big 4 accounting firms and the SEC.
Panelists:
Steve Moon - Duff & Phelps Securities, Managing Director
Steve Moon joined Duff & Phelps in 2000 and has over 18 years of investment banking and corporate finance experience. He is a managing director in the firm’s Los Angeles Mergers and Acquisitions practice, focusing on Aerospace, Defense and Industrials M&A and corporate finance mandates. He has completed a range of investment banking engagements including mergers, acquisitions, sales, divestitures, recapitalizations, leveraged buyouts, debt and equity financings, strategic alternative reviews and fairness and solvency opinions on behalf of private equity firms, public corporations and private company clients.
John C. Henberger, Jr - Henberger Group, President
John C. Henberger Jr. founded the Henberger Group in 2002 to assist owners of privately held mid-market businesses with transaction, exit planning, and business optimization services. He has extensive mid-market ownership and merger & acquisition experience in manufacturing, distribution, business services, high tech and the wine industry.
Jeremiah Mann - Intrepid Investment Bankers, Managing Director
Jeremiah has more than 15 years of experience originating, managing and executing M&A transactions. In addition to transaction responsibilities, he is a founding principal and active in management and development activities for the firm, including training and recruiting. Throughout his middle-market investment banking career, Jeremiah has executed transactions in a variety of industries and sectors, including manufacturing, distribution, business services, healthcare services and consumer products.
Channing Hamlet - Objective Capital Partners, Managing Director
Channing Hamlet is a Managing Director at Objective Capital Partners, focused on leading the firm’s business valuation practice and transaction execution for its investment banking practice. Mr. Hamlet is a results-driven executive that has 20+ years of experience advising business owners on management issues, transaction execution and business valuation. His experience ranges from working with early stage companies on relatively simple stock option valuation assignments up to IPO stage companies with complex capitalization tables and significant scrutiny from Big 4 accounting firms and the SEC.
SPONSORS
BDO
Procopio
Vantage Point
REGISTRATION OPEN NOW
Pricing:
(Register BEFORE October 14 for Early Pricing; Standard pricing from October 15 to 18)
ACGSD Annual Sponsors & 650 Annual Members: 0 included in member/sponsor rate
ACGSD Pay as You Attend Member or Member of Other Chapter: 65 early rate, 75 standard
Non-Member Rate: 85 early rate, 95 standard
Guest Rate: 85 early rate, 95 standard
SPECIAL RATE FOR BUSINESS OWNERS as Invited Guest of ACG Members: 50% off Guest Rate (Contact Judy Susser-Travis for special Business Owners Code) Includes Private Company Forum Event from 915-10am
Questions: Contact Judy Susser-Travis/Executive Director at acgsandiego@acg.org or call 619 741 7247
Hosted by: ACG
Chapter
San Diego
