2011 Generic Presentation C M + A The Difference In Executive Recruiting
feicolorado
1. Go to FEI National
CPE
Professional Development
FEI Colorado holds a monthly Chapter Meeting on the third Thursday of the month from September through
June (unless otherwise noted). The Chapter Meeting includes two Professional Development sessions,
networking, and a dinner presentation. You may earn up to 3 CPE hours at each meeting.
Meeting location: Lakewood Country Club, 6800 W. 10th Avenue, Lakewood, Colorado. Map.
Chapter Meeting Agenda
■ Professional Development Session I: 4:00 – 4:50pm
■ Professional Development Session II: 5:00 – 5:50pm
■ Networking Session: 5:30 – 6:30pm
■ Dinner Meeting and Presentation: 6:30 – 8:30pm
Please note: The Professional Development sessions are presented by our Strategic Partners. Advance
registration is required and we cannot accomodate walk-ins. Members and Strategic Partners register directly
online. Qualified guests must be invited and registered by a member Strategic Partner. You may attend one or
all of the sessions; however, when registering, please indicate which sessions you plan to attend.
The deadline to register is by noon the Monday prior to the monthly meeting.
In addition, we keep you posted on other high quality, low-cost professional development opportunities offered
by our Strategic Partners. Check out the Event Calendar for these additional learning opportunities.
Current Program: Thursday, January 15, 2015
Register Early – registration closes at noon on Monday, January 12.
Dinner Presentation: 6:30 – 8:30pm
Topic: Profile of the Deal: Middle Market M&A Transactions from the Buy and Sell Side Perspectives
Panel:
Pat Seese, Managing Director, Integris Partners
Dave Bacek, CFO, Noosa Yoghurt
Brian Mankwitz, Managing Director, Mantucket Capital
Moderator: Tim Woods, CPA, MBA, MSF, Managing Director, CBIZ MHM, LLC
Sponsored by:
Latest News
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Join FEI Colorado Today
December 14, 2014
Next Executive in Transition (EIT)
Program begins February 9, 2015
December 13, 2014
Next Meeting: January 15, 2015 –
“Profile of the Deal: Middle Market
M&A Transactions from the Buy
and Sell Side Perspectives”
December 14, 2013
Michael Novick, CFO, American Auto Shield
Dan Hollenbach, CFO, Cybergy Partners, Inc.
Mark Stenseth, CFO,Transwest Inc.
Mark C Nass
Dave Sjerven, VP of Finance, Coughlin &
Company, Inc.
Chip Corboy, CFO, Boulder Wind Power
Cathy O'Brien, Controller, Global Healthcare
Exchange
Debi A Srdoc, CFO, IQNavigator
Reid Bundgard
Angela Oakley, CFO, InnovAge
Michael Hartberger
Cheryl Cohen-Vader
Robert Paradine, Senior Manager, US Welding
Albert Stoltz, CFO, XJET Club, LLC
Brian Andrew Musfeldt, VP Finance/General
Manager, MST Global
Troy Schroeder, CFO, Haselden Construction
Dave Winter, Controller, Sashco, Inc.
Andrew Evans, CFO, Datavail Corporation
Betsy Guerrero, CFO, Westerra Credit Union
Jim Lockhart, CFO/COO, Selling Simplified
Group, Inc.
Ann Diddlebock, CFO, Appliance Factory Outlet
Rebecca Stavros,CFO, GO Scale Capital
Rebecca M Southall
Bryant Veazey, CFO, Behre Dolbear & Co., Inc.
Ruth Brown, Partner, Rudd, Martin & Brown, PC
Philippe D Brunet, CEO, The Linde Group
Linda McKenna, Controller, Aurora Organic
Dairy
Brian Kendall, VP, Finance, PeakColo Holdings,
Inc.
Kim Middle, CPA
Home About FEI Colorado Members Events CPE Business Breakfast Series Join News
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2. Program Description:
Mergers and acquisitions continue to play a significant role in corporate growth strategy, particularly in the
middle market. Join us as we hear experiences from two middle market deals that recently closed in the Denver
market: the sale of Noosa Yoghurt, LLC to Advent International (advised by Integris Partners), and the
acquisition of Applejack Wine and Spirits by Mantucket Capital. Topics covered will include:
• Current state of markets for M&A activity in mid-market sector
• Key negotiating points from both buy and sell side
• Value creation and strategies of M&A and strategic versus financial buyers
• Best practices of buy and sell side M&A
Panel Biographies:
Patrick Seese has been an owner and a Managing Director of Integris Partners, a middle-
market investment banking firm, since February 2008. Prior to this, Mr. Seese was a
Managing Director at Headwaters, MB, a middle-market investing banking firm, from 2003
to 2008, worked in Credit Suisse First Boston’s Mergers and Acquisitions Group and served
as Head of Corporate Development for Katy Industries, a publicly traded industrial and
consumer products company. Mr. Seese began his career as a CPA with Deloitte & Touche,
LLP. Mr. Seese is a graduate of the University of Colorado and earned an MBA from The
University of Chicago Booth School of Business. He is one of the founders of The Mile High Five Foundation
(MH5), a charity dedicated to funding youth/health-related organizations. Finally, Mr. Seese has been serving as
Independent Trustee of the ALPS Series Trust since October 30, 2012 based on his business, financial services
and accounting experience.
Dave Bacek is the Chief Financial Officer for Noosa Yoghurt. Dave joined Noosa in June of 2013 and is
responsible for the financial strategy and reporting of the Company. He oversees all Company accounting
practices, including budget preparation, financial reporting, tax and audit functions. Dave is a tenured CFO who
has a consistent record of reducing costs, increasing profitability, and improving cash flow for medium and
large corporations. Dave has over 20 years of CFO experience after also having worked in the audit group for
Coopers & Lybrand. Dave has a BS in accounting from Rider University and is a licensed CPA.
Brian Mankwitz leads the investment efforts for Mantucket Capital and has led the firm’s participation in over
$1 billion of transactions. Prior to joining Mantucket Capital in early 2008, Mr. Mankwitz was an investment
banker at St. Charles Capital, a middle market investment bank focused on mergers and acquisitions, private
capital formation and related advisory services. Previously, Mr. Mankwitz led private equity investments for
Mankwitz Kurtz Investments, a family office private equity investment firm and independent sponsor. Mr.
Mankwitz received a Master's in Accounting and Finance from the London School of Economics and a Bachelors
in Science from Vanderbilt University. He is actively involved and holds Director positions in multiple Mantucket
portfolio companies and community organizations.
Timothy R. Woods, CPA, MBA, MSF, is a Shareholder of MHM P.C. and a Managing Director
of CBIZ MHM, LLC. He has worked in public accounting, consulting, and private industry for
the past 20 years, focusing on financial statement audits for both privately held and
publicly traded companies. As a member of the firm’s National Professional Standards
Group, Tim is a subject matter expert in the areas of fair value measurement, derivatives
and hedging activities, complex debt and equity transactions, including stock based
compensation, and foreign exchange.
NASBA/CPE Documentation
Professional Development Session I
4:00 – 4:50pm
Topic: 2015 Corporate and Individual Tax Update
Presenter: Bill Smith, Esq., Managing Director, National Tax Office, CBIZ MHM, LLC
Sponsored by:
Program Desciption:
In this presentation, we will recap the tax changes in 2014 and their impact on both individuals and businesses,
as well as discuss the tax landscape for the coming year. Topics to be addressed will include:
• Where we stand regarding Extender legislation
• Where we stand regarding comprehensive tax reform
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3. • Most relevant IRS announcements and rulings issued in 2014
• Most relevant cases decided in 2014.
Presenter Biography:
Bill Smith joined the CBIZ MHM National Tax Office in 2000 as a Managing Director
specializing in complex tax issues, IRS controversy matters, and accounting firm tax
practice liability issues. He is currently the lead tax consultant on the CBIZ Strategic
Healthcare Reform Task Force. read more
NASBA/CPE Documentation
Professional Development Session II
5:00 – 5:50pm
Topic: Seven Traits of Colorado Success Stories – Why Some Companies Grow and Others Get Stuck!
Presented by: Dave Mead, President and CEO, The Mead Consulting Group, Inc.
Sponsored by:
Program Desciption:
What do government outsourcing, web conferencing, burgers, logistics, steel distribution, focus groups, and
plastic cases have in common? Why do some companies thrive and others trudge along? Is it just a hot industry
or technology? Dave Mead shares some insights gained from some of Colorado’s successes. What these
companies have in common may surprise you.
Presenter Biography:
David Mead has 30+ years of experience growing middle market manufacturing,
distribution, technology, healthcare, software, building products, and business services
companies.
The Mead Consulting Group, Inc. (www.MeadConsultingGroup.com), founded in 1981,
specializes in working closely with the CEOs and business owners of middle market
companies to help them create value and leverage business strengths to take their
companies to the next level. read more
NASBA/CPE Documentation
Rules/Policies that apply to all presentations
Course Registration Requirements: register online at www.feicolorado.org to guarantee a seat and handout.
Dinner and Presentation are free for members and Strategic Partners and qualified guests. Non-members $65.
Refund/Cancellation Policy: Attendance is free so no refund is offered. FEI Colorado appreciates a two-day
cancellation notice, however, for handouts and available seating calculations.
Complaint Resolution Policy: Please contact FEI Colorado President Carolyn Romero at
Carolyn.Romero@comcast.net or Immediate Past President Courtney Cowgill at Courtney@Cowgill.us.
Note: FEI has made every effort to comply with NASBA/AICPA Statement on Standards for Continuing
Professional Education Programs. Final authority of acceptance of CPE credits rests with the Colorado Board of
Accountancy. For additional information, please go to
http://www.dora.state.co.us/accountants/cperequirements.htm.
Please be prompt! All sessions will begin and end as scheduled.
Handouts: When provided, a limited number of PD session handouts will be available at the meeting, and are
also posted online by noon of the meeting day. This allows participants to view, print, or save a copy of the
presentation materials before the session. In most cases, the handouts will remain available online after the
meeting.
Cancellations: Please notify the FEI of Colorado office of any cancellations by 12:00pm the Tuesday before the
event or you may be charged for your reservation.
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