May 11th Middle Market Forum: "Anatomy of a Deal" M&A Roundtables

Special Note: While there are few seats available, registration is now closed so that we can prepare for the May 11th M&A Forum event. If you are interested in joining us, please send us an email by 2:00pm on Thursday and we will get back to you with an update. After that, please come to the Offices of Cushman & Wakefield (425 Market Street, Suite 2300) around 5:15pm to check in and pay. Be sure to bring a business card and a form of payment. (ACG Members: 85/Non-Members: 110). Thank you. Rich Brown, SF Chapter Executive | Email: acgsanfrancisco@acg.org
********************************
Middle Market M&A Forum: Anatomy of a Deal
Small Group Conversations with Subject Matter Experts
Thursday, May 11th 5:30pm – 7:30pm
Offices of Cushman & Wakefield
425 Market Street, Suite 2300
RSVP by Wednesday, May 10th
*****

Join us for an inaugural networking and information sharing event focused on small-group roundtables, hosted by industry experts who will take on five main topics related to M&A Deal Making:

Event Details:
Thursday, May 11th  5:30pm - 7:30pm
Offices of Cushman & Wakefield
425 Market Street, Suite 2300

Registration Fees:
ACG Members/Member Guests: 75/person
Non-members: 100/person
RSVP by Wednesday, May 10th
---------------------------------
Special Thanks to our Annual Sponsors:
MANATT LLP; BDO USA LLP; COMERICA BANK; RSM US LLP; ROBERT HALF; WELLS FARGO CAPITAL FINANCE; HARDESTY, LLC; FARELLA BRAUN + MARTEL LLP; ALLIANCE BERNSTEIN; BNY MELLON WEALTH MANAGEMENT; MOSS ADAMS, LLP; MORRISON & FOERSTER LLP.; U.S. TRUST/BANK OF AMERICA; BPM LLP; PROSKAUER ROSE LP.; CROSSSOUNTRY CONSULTING, INC.; MERGERS & ACQUISITIONS MAGAZINE; BUYOUTS MAGAZINE; SAN FRANCISCO BUSINESS TIMES; PITCHBOOK DATA; CUSHMAN & WAKEFIELD


Roundtable Moderator Panel Bios:
Malcolm (“Mal”) Thompson, MHT Partners
Malcolm (“Mal”) Thompson, a Director of MHT Partners, has spent his entire business career focused on middle market transactions with experience in public and private company M&A advisory, capital raising, and principal investing, both domestically and internationally. He has worked across a number of industries including business services, consumer, general industrial, materials and mining, healthcare, clean tech and energy. Prior to joining MHT Partners, Mal was with La Jolla Cove Investors, a family office in San Francisco, where he was responsible for leading their direct principal investing activities. Previous experience also includes over three years in the San Francisco office of Harris Williams & Co. Mal also served for nine years in the US Army as an Infantry officer and Green Beret where he participated in numerous combat and peacetime overseas deployments.

Mal earned an MBA from Harvard Business School and holds a BS in Engineering Physics from the US Military Academy at West Point. He lives in San Francisco with his wife and three children and is a volunteering recruiting representative for West Point. Click here for more information.


Ellen Hui, National Franchise Sales
Ellen began her career in a variety of financial management roles at Levi Strauss & Company and Bank of America. For the past 22 years Ellen founded and grew a restaurant and management services company with more than a dozen locations throughout the East Bay, along with a real estate development company.

She has served on a number of industry boards and guest speaker at franchise industry conferences.

Ellen earned an MBA from Golden Gate University and Bachelor's Degree from San Francisco State University. She is a California licensed Real Estate Broker. Click here for more information.


Summer Ireland, CrossCountry Consulting, Inc.
Summer Ireland is a Director at CrossCountry Consulting, an advisory firm that helps clients transform their finance, accounting, operations, risk and technology functions. Summer has expertise leading post acquisition integration efforts, including systems integration/implementation strategies, business process re-design, and project/change management. She has successfully led numerous large-scale projects to integrate and optimize back-office operations, her most notable involving over 30 foreign subsidiaries.

Summer has been a conference key speaker presenting on “Lessons Learned from a Global Implementation” and “Creating your Ideal Future State”. Prior to joining CrossCountry, she was with PwC in their Consulting & Deals Practice and Audit & Assurance Group. Summer is a CPA and has a Bachelor of Commerce in Finance and Accounting. Click here for more information.

Melody Jones, Strata*Visory
Melody founded Strata*Visory in 2012 to help companies navigate the M&A process. With nearly 20 years of experience in investment banking and corporate finance, she’s worked for bulge bracket banks as well as boutiques including JPMorgan, SVB Alliant and R.W. Baird. Clients include public and private companies (VC backed, family run, bootstrapped). Melody has a BS in engineering from UCSD and an MBA from Wharton and an MA with honors from The Lauder Institute at The University of Pennsylvania. She can frequently be found on a SUP in the Bay sorting through the issues of the day and taking a break from the “real” world. Click here for information.

Scott Smith, Hanson Bridgett
Scott is a partner in the Corporate Group at Hanson Bridgett. Scott’s practice focuses on institutional investors and private equity matters, mergers and acquisitions, impact investing, secured and unsecured lending, and tax. Scott has extensive experience representing large institutional investors in a variety of different matters. Scott has successfully closed hundreds of investment transactions ranging in size from ten million dollars to well in excess of a billion.

Scott has experience with virtually every fund type and asset class found on the market, including private equity, venture, hedge, real estate, energy and infrastructure, debt funds and impact funds. He has represented numerous institutional investors in connection with direct and co-investments, secondary transactions, separate accounts, custody and securities lending agreements, real estate transactions and a variety of ancillary agreements related to investment activities. Scott’s clients in this area include public and private retirement systems of all sizes, universities and endowments, family offices, high net-worth individuals and corporate/strategic investors.

While focused on investor-side representation, Scott has also sat on the other side of the table and represented a number of private investment funds. Scott’s focus in this area has been in the impact space and he has worked with many of the leading impact funds in the U.S., including Investors’ Circle, TBL Capital, the Patient Capital Collaborative, Good Capital, Better Ventures and Mindful Capital. For these clients and others Scott handles fund formation, governance, investment transactions, mergers, acquisitions and other exits, and fund restructurings. Scott has also represented private funds in the investment and lending areas, handling numerous debt and equity transactions to a successful completion.

Scott’s tax background enables him to advise investors and business in connection with a variety of different deal structure and related tax issues. His practice often involves the preparation and negotiation of complex limited partnership and limited liability company agreements. He has extensive experience with partnership tax rules and the drafting of complex allocation and distribution provisions in a variety of different contexts. His clients in this area include some of the same institutional investors referenced above, and large real estate owners and developers as well. Finally, for many of Scott’s clients he serves as outside general counsel representing them in connection with a broad array of equity financings, Click here for more information.

Ryan Kuhn, Westbury Group
Ryan has nearly 30 years' experience in mid-market M&A transactions. In 1985 he founded Chicago-based Kuhn Capital, an M&A advisory to buyers and sellers of professional services, data, software and technology firms in transactions ranging in value from 10 million to 100 million. A number of these transactions featured overseas parties and among his clients have been Gibson Guitar, Sony, Ameritech, Black & Veatch, Energy East and Reed Business Information. Before that he led the turn-around of Chicago's Reid Systems, an HR systems and data vendor to Fortune 500 clients subsequently sold to NCS Pearson for 30 million.

He also turned around out of bankruptcy Lilly Pulitzer, a sportswear manufacturer he later sold to a management group from women's clothing manufacturer and retailer Carroll Reed. Ryan came to Chicago in 1985 to lead equity investments in and workouts of various print and software portfolio companies for Golder Thoma Cressey Rauner. He has served on the boards of a number of mid-market companies, today including First Bank & Trust Company of Illinois. For more information: www.westburygroup.com/about

Virginia Turezyn, 38 Degrees Advisors
Virginia has more than 30 years of high technology, investment, strategic planning, mergers and acquisitions, finance and executive management experience across a variety of market sectors. The hallmark of her career has been to successfully launch new initiatives, build cohesive teams and assist entrepreneurs in maximizing value. Virginia has direct investment experience as an early stage venture capitalist, as a crossover/private equity investor and corporate acquirer.

Virginia is currently a Managing Director at 38 Degree Advisors, a boutique advisory services and M&A transaction firm. Previously, she was Senior Vice President of Business Development and Strategy at EAG, Inc., a global leader in outsourced high-end services. She built the fastest growing and highly profitable division from the ground up via four pivotal acquisitions and assisted in integrating the business units.

She was recruited by the CEO with whom she had worked previously at American Capital. At American Capital, Virginia was Managing Director and Co-Head of a new private technology initiative launched in Palo Alto, CA and Boston, MA. She built a bi-coastal team and spearheaded the Firm’s investments in various highly successful internet and media growth businesses including industry roll-ups and follow-on strategic acquisitions. For more information: www.38advisors.com/about/

Craig Hamm, BPM LLP
Craig leads BPM's Transaction Advisory Group and has more than 15 years of experience with a focus in assurance and financial due diligence services. Craig has served start-up companies to Fortune 500 companies in the Venture Capital, Service and Technology industries.

He has extensive experience with Venture Capital funds. He also advises privately held middle market companies throughout their business life cycle regarding technical assurance and accounting issues, merger and acquisition advisory services, organizational and operational restructuring, assessment of financial risk and professional assistance with integrations. For more information: www.bpmcpa.com

Laurie Sanders, Osborn McDerby LLP
Laurie is an experienced transactional attorney dedicated to providing timely, efficient legal services to her clients. She is passionate about business and works with her clients to understand their particular commercial and legal needs in order to be their strategic partner.

Laurie practiced at “Big Law” firms for several years on the East and West Coasts. Because of her experience advising large private and public companies, she understands the legal goals and challenges of growing and middle-market companies as they strive for success. Laurie’s clients are founders, owners, investors, and companies in a range of industries such as software, mobile, consulting, manufacturing, and architects/engineering/design professionals. Laurie has actively negotiated many cross-border transactions with parties in Europe and Asia, and has clients located in England, Australia, and Canada. For more information: www.osbornmcderby.com

Keeley Mooneyhan, HR Matters, Inc.
Keeley is co-Founder & President at HR Matters, and works with companies to realize business objectives and create lasting value by connecting the people strategy to the business strategy. Keeley believes every innovation and achievement is an outcome of talented people, and lives by the tagline, ‘A business is the sum of its people.’

Prior to HR Matters, Keeley was a Group M&A Manager for Microsoft. While at Microsoft, Keeley was an integration leader for the HR Mergers and Acquisitions organization, providing strategy and guidance in over 20 billion of Microsoft acquisition investment. Keeley has managed and consulted on over 80 transactions across 36 countries including a number of high profile deals, Nokia (7.2Bn), Skype (8.5Bn) and FAST (1.2Bn); helping build the next generation of integration strategy and best practices for clients. Keeley holds a BA degree, English and Political Science West Virginia University. For more information: www.hrmatters-inc.com