2019 awards-book

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10TH ANNUAL
EMERGING LEADERS AWARDS
NEW YORK
SEPTEMBER 17, 2019
#2019ELNY

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Welcome
Roger Aguinaldo
Founder
The M&A Advisor
Welcome to the 10th Annual Emerging Leaders Awards Gala.
Since 1998,The M&A Advisor has been recognizing the achievements of and
facilitating connections between the world’s leading mergers and acquisitions,
financing, and turnaround professionals.The Annual M&A Advisor Emerging
Leaders Awards were created in 2010 to recognize and celebrate the
achievements of the M&A, turnaround, and finance professionals who had reached
a significant level of success while still under the age of 40.
After expanding the Emerging Leaders program to the UK/Europe in 2016, today
we proudly count over 1,200 alumni who are leading the corporate finance
industry in North America and the EMEA region.Through this program, our
quarterly Summits, and our leadership efforts,The M&A Advisor continues to
encourage and support the connection between the established and emerging
leaders in finance, corporate, media, policy making, academia, and philanthropy.
Tonight, I am honored to introduce the 2019 Emerging Leader Award winners
to the business community and to celebrate their extraordinary achievements.
These professionals—recognized for their accomplishments and demonstrated
expertise—have been chosen from a large pool of prominent nominees by an
independent judging panel made up of ten distinguished business leaders. Our
judges reported that they were impressed with the qualifications of this year’s
group of candidates and found it challenging to make their selections.We are
inspired by this group of candidates and wish them all continued success.
The M&A Advisor’s mission is to recognize and connect the premier performers in
our industry.The Emerging Leaders program and tonight’s awardees epitomize this
mission. On behalf of our alliance partners, sponsors, and the M&A Advisor Team,
it is our pleasure to formally welcome you to the Awards Gala this evening.
Don’t just choose us because we’re a major player in
investment banking. Or because we’re one of the leading
investment banks for growth companies. Or because we have
more than 50 years of proven capital markets performance.
Choose us because we’ll get to know your company, listen to your
requirements, go to work investigating all options and then provide
only the recommendations that fit you best. We’re about customized
solutions and deal structuring because a one-size-fits-all approach just
isn’t our style. It’s this kind of thinking that has helped us attract a lot of
business and accolades.
So now that you found us, let us help you find your next deal – theright deal.
Congratulations to Managing Directors Scott Green and
Japhet Wuensch, and all the other winners of the 10th
annual M&A Advisor Emerging Leaders Awards.
Past performance is not indicative of future results.
© 2019 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. 19-ECMIB-0435 AW 8/19
To put together the
right deal, assemble
the right team.
RAYMONDJAMES.COM/INVESTMENTBANKING
MERGERS & ACQUISITIONS
PUBLIC OFFERINGS
RESTRUCTURING
PRIVATE PLACEMENTS

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Thank You
The M&A Advisor is grateful to have the support of the 10th Annual Emerging
Leaders Awards Alliances, Sponsors, and Partners:
IN ALLIANCE WITH
SPONSORED BY
#2019ELNY
IN PARTNERSHIP WITH
Perkins Coie LLP Attorney Advertising
CONGRATULATIONS TO JAMES OH of Transom
Capital Group and all of the winners of M&A Advisor’s
Emerging Leaders Awards. We admire your
dedication, leadership and success.
PerkinsCoie.com
Bravo.
Well done.
RECOGNITION OF EXCELLENCE

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Awards Gala Host
Agenda
Laura J. Keller is a senior vice president at Teneo where she provides
strategic counsel and develops communications and public affairs strategies
to help clients address their most challenging and complex issues. Her
core practice areas include financial communications, restructuring, and
media coaching. Ms. Keller gained her expertise as a wire reporter and fill-
in anchor at Bloomberg News where she focused on a variety of financial,
business, and public policy topics including credit markets, banking, asset
managers, and special situations -- especially restructuring scenarios and
mergers and acquisitions.As a senior member of Bloomberg’s finance
team, she also co-led coverage of distressed credit. Earlier in her career,
she was a restructuring and bankruptcy reporter at Debtwire, part of the
Mergermarket Group (now Acuris). Ms. Keller earned a master’s degree in
broadcast journalism from Columbia University, and a bachelor’s degree in
economics and journalism from University of Southern California.
@LauraJKeller
6:30 – 7:30 pm AWARDS GALA RECEPTION
Presented By
7:30 – 9:30 pm AWARDS GALA DINNER
10th Annual Emerging Leaders Awards Presentation
Hosted By
Laura J. Keller | SeniorVice President,Teneo
9:30 – 10:30 pm THE CLOSING PARTY
Presented By
10TH Annual Emerging Leaders Awards
Earlier this year,The M&A Advisor issued a Call for Nominations to all M&A, financing, and turnaround
professionals who were under the age of 40 before January 1, 2019 to be considered for the 10th
Annual Emerging Leaders Awards.
A panel of ten independent judges, were then chosen for their industry expertise and individual
accomplishments to evaluate the qualified nominees.
THE MEMBERS OF THE 2019 JUDGING PANELWERE:
Jonathan Adelson | Managing Director,Valuation Research Corporation
Jason Casella | Partner, Jenner & Block LLP
Christopher Jarvinen | Partner, Berger Singerman
Tami Kesselman | Chief Strategist & Alchemist,Aligned Investing Global
Stephen Peca | Managing Director,Windy Acres Capital
Brian Price | Chief Operating Officer, Investment Banking, Mesirow Financial
Abbey Ruby | Principal, Miles & Stockbridge
Eric Schwartz | Partner, Morris Nichols,Arsht & Tunnell LLP
R. Scott Sutton | Vice President, Safeguard
Greg Wood | Chief Strategy Officer,AcheiveNext
The candidates were judged in a secure datasite on the following four criteria:
• Career accomplishments • Community/charitable contributions
• Professional expertise • Unique individual circumstances
In May 2019,The M&A Advisor proudly announced the 2019 winners who are being celebrated
here tonight.
Award Judging
@rogeraguinaldo
Roger Aguinaldo is the founder and co-chairman of The M&AAdvisor. A
leading authority on mergers and acquisitions and finance,Mr.Aguinaldo has
consummated over $5 billion of M&A transactions at Merrill Lynch & Co.,at a
boutique investment banking firm,and at a private investment firm over the past
27 years.He has written over 800 articles in the past 17 years throughThe M&A
Advisor publications and is a frequent guest on finance television shows,such as
Wall St.Week,Fox,CNN,CNBC,and Bloomberg.He is a co-contributor of the
published series,“The Best Practices of the Best Dealmakers.” Mr.Aguinaldo sits
on the Investment Committee of the Diocese of Brooklyn.He began his career
at Merrill Lynch where he was actively involved in one of the largest LBOs at the
time – the $1.5 billion acquisition of Del Monte Foods.Mr.Aguinaldo received a BS
from Carnegie Mellon University and an MBA from NewYork University.
&

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10TH ANNUAL
EMERGING LEADERS AWARD
WINNERS
156 West 56th
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10th Floor
New York, NY 10019
212.308.8500
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InvestIgatIve ManageMent group
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Karen Abesamis is a partner in the corporate practice at Morgan Lewis. She focuses her
practice on mergers and acquisitions, private equity, venture capital, securities, and general
corporate matters. She represents both buy-side and sell-side clients, company-side and
investor-side clients, public and private companies, financial institutions, venture capital
funds, and corporate investors. Ms.Abesamis advises on a variety of corporate transactions,
including cross-border and domestic acquisitions. Having practiced in the Bay Area for more
than a decade, she has significant experience working with tech and non-tech companies
seeking opportunities to grow using technology and has government experience, having
interned with the Securities and Exchange Commission’s Enforcement Division.
Josh Abramson is the managing director in the Restructuring and Special Situations
Group (“RSSG”) at PJT Partners. Since joining PJT Partners’ predecessor firm Blackstone
in 2012, Mr.Abramson has advised companies, creditors, boards, and sponsors on
restructurings, special situations, capital raises, and M&A transactions. He has advised on
transactions across a wide range of industries including consumer, gaming, healthcare,
homebuilding, hospitality, industrials, real estate, retail, shipping, and oilfield services.
Prior to joining Blackstone, Mr.Abramson was an assistant vice president in the Interest
Rate Products Group at Lehman Brothers and Barclays Capital. He received a BA from
Wesleyan University.
Clark Ansel is a senior managing director at FTI Consulting based in Dallas. He is a
member of the corporate finance & restructuring services practice and provides financial
consulting and advisory services to creditors and debtors. His experience includes
interim management, business plan development, treasury management, valuation services,
financial statement analysis, financial modeling, performance improvement, and pre- and
post-transaction services. Mr.Ansel has deep experience in the energy industry, including
numerous engagements in oil and gas exploration and production, midstream, refining and
marketing, and oilfield services. He is a Certified Turnaround Professional and Certified
Insolvency and Restructuring Advisor.
Darren Azman is a partner at McDermott Will & Emery where he focuses on corporate
restructurings, creditors’ rights, and distressed acquisitions. His clients include private
equity sponsors, troubled companies and their boards of directors, secured lenders, and
other constituents in connection with in- and out-of-court restructurings. Mr.Azman
has distinct restructuring experience in manufacturing, renewable energy, health care,
technology, maritime and transportation, and cross-border restructurings including
insolvency proceedings in Brazil, Germany, Japan, and Korea. He routinely litigates matters
in U.S. Bankruptcy Courts and other venues.
Ravipal S. Bains is an associate in the Capital Markets and M&A Group at McMillan LLP.
His practice focuses on mergers and acquisitions and corporate governance matters. Mr.
Bains routinely advisesTSX and NYSE listed companies in a variety of industries including
cannabis, natural resources, and technology. A graduate of the Faculty of Law, University
of Ottawa, he also served as the editor-in-chief of the Ottawa Law Review. Previously, Mr.
Bains worked as a legal advisor at the United Nations International CriminalTribunal for the
formerYugoslavia inThe Hague, Netherlands. He grew up in rural Punjab, India and attended
Panjab University (Chandigarh) for his undergraduate degree, where he completed a dual
Bachelor of Arts and Law, with first class honors. In his spare time, Mr. Bains likes to run and
enjoys indie cinema. He is also an avid reader; his favorite topics include history and philosophy.
Award Winners
Managing the
Middle Market
PERKINS COIE HAS THE DEPTH AND RESOURCES to represent private
equity funds and firms in all types of private equity transactions, from
industry consolidations to leveraged buyouts of private and public
companies. Our practice emphasizes middle-market transactions,
typically involving companies with enterprise values up to $1 billion.
PerkinsCoie.com/Private_Equity
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Nikki Beck is a principal in Deloitte’s mergers & acquisitions practice, serving clients in
the Life Sciences sector as they undertake transformational acquisitions and divestitures.
Ms. Beck has led clients in a variety of roles including pre- and post-deal M&A integration
planning, cross-functional business readiness assessment, synergy identification and
tracking, program/project management oversight, Day 1 and Command Center set up,
legal entity optimization, and organizational design and change management.With ten+
years of M&A experience, Ms. Beck has led some of the largest and most complex deals
across pharmaceuticals and medical devices, both domestic and global. Prior to joining
Deloitte, she taught high school science as aTeach For America corps member. Ms. Beck
has a BSE in chemical engineering from the University of Michigan, and an MPAff/MBA from the University of
Texas. She is a proud wife to Alex Kamkar, and mother to Maxwell.
Mark Bekheit is a partner in the corporate department of Latham & Watkins in the firm’s
SiliconValley office. His practice focuses on strategic corporate transactions primarily in
the technology and life sciences industries, including public and private company mergers,
acquisitions, and divestitures; tender and exchange offers; joint ventures; and minority
investments for strategic and private equity clients. He also provides general corporate
representation and strategic planning for publicly traded and privately held companies. Mr.
Bekheit previously served as the lead in-house corporate lawyer of a SiliconValley-based
Fortune 500 company in its acquisitions and strategic investments in the consumer and
enterprise data storage industries. He earned is JD from Harvard Law School.
Vikas Bharathwaaj is an executive director at Morgan Stanley’s Energy Investment
Banking Group. Over the past decade, he’s held various roles in its Calgary, Houston, and
NewYork offices. Having advised on several strategic and capital markets transactions in
the broader natural resources sector, Mr. Bharathwaaj currently leads the group’s oilfield
services and downstream coverage and execution initiatives. Prior to Morgan Stanley, he
worked in offshore E&C for Larsen & Toubro Ltd., Mumbai. Mr. Bharathwaaj serves on the
Board at Global Kids, Inc., a NY-based, nonprofit organization that empowers youths in
underserved communities and is a member of the advisory board to the Energy Center
at the University of North Carolina (UNC). He holds a bachelor’s degree in mechanical
engineering from the National Institute of Technology (Nagpur), India and an MBA from UNC, Chapel Hill.
Krystyna Blakeslee, a former Marine who served in Iraq, is a real-estate finance partner
at Dechert. She has led on some of the firm’s most complex real estate finance deals,
brought about a change in the law relating to HVCRE loans, and created a military
veterans’ affinity group, Dechert Heroes.As a loan originator, Ms. Blakeslee steers banks
and other large lenders through the origination of complex mortgage loans, mezzanine
financings, and subordinate debt, secured by property types of all kinds.Time and again,
she has masterminded the complexities of very large transactions secured by multiple
properties located in different states. Unusually, Ms. Blakeslee also has expertise on the
equity side garnered from advising fund sponsors, funds, and asset managers on the
acquisition, financing, and disposal of real estate assets. Equity clients trust in Ms. Blakeslee’s knowledge of
lender operations to close deals efficiently.
Raymond Bogenreif is a partner in White & Case’s global M&A practice, based in Chicago.
He focuses his practice on complex business transactions, particularly leveraged buyouts
for private equity funds and domestic and cross-border mergers and acquisitions. He has
represented some of the largest names in private equity with transactions ranging from
several million dollars to more than US$5 billion. Mr. Bogenreif also represents public and
private companies, and venture capital firms in negotiating and structuring domestic and
cross-border mergers, acquisitions, and divestitures; growth equity and venture capital
investments; equity and debt financings; recapitalizations and restructurings; and executive
compensation and incentive equity matters. He is the general counsel and a member
of the Board of Directors of the USO of Illinois and a member of UNICEF’s Midwest Regional Board of
Directors and the Northwestern Gridiron Network.
Chris Barnstable-Brown is a partner at WilmerHale based in the firm’s NewYork office.
His nationally recognized practice focuses primarily on mergers and acquisitions as
well as corporate governance and corporate finance transactions, with emphasis on the
technology, finance, and life sciences industries. He was elevated to partner in January
2019. Before joining WilmerHale, Mr. Barnstable-Brown was a judicial law clerk for the
Honorable Boyce F. Martin, Jr. of the United States Court of Appeals for the Sixth Circuit.
He graduated, magna cum laude, from Boston University School of Law and received his
undergraduate degree from Purdue University. He was born in Louisville, Kentucky.
David Baroni is an associate at Winston & Strawn. Quickly becoming one of the firms
most talented associates, he was elected to partner in 2016. Mr. Baroni’s commitment
to excellent client service has enhanced his legal practice and the firm’s reputation.
He represents money-center banks and non-bank lenders in connection with senior
secured and unsecured credit facilities, unentrenched financings, first lien and second
lien transactions, and mezzanine and subordinated financings. Mr. Baroni has extensive
experience in both cash flow and asset-based lending transactions, and has experience
advising private equity firms and corporate borrowers in debt financings and general
corporate matters. He participates as a speaker at firm sponsored events and frequently
prepares and presents formal CLE programs and informal client trainings.
Dennis Barrett is a managing director atAnkura,based in NewYork,and advises debtors and
creditors in both formal Chapter 11 proceedings and out-of-court workout situations.He
assists clients with financial restructurings,debt for equity swaps,363-asset sales,strategic
planning,and business valuations.Prior to joiningAnkura,Mr.Barrett was a senior director in
the corporate finance & restructuring practice at a global consulting firm.He advised clients in
a variety of industries including air cargo,restaurant,specialty chemical,telecommunications,
consumer products,retail,and renewable energy.In this capacity,his responsibilities included
preparing and reviewing business plans,cash flow forecasts and three-statement models,
liquidation analyses,debtor-in-possession financing arrangements,contract assumption/
rejection analyses,restructuring plans,plans of reorganization,and evaluations of strategic alternatives.
North America Europe Asia winston.com
winston.com
Winston & Strawn
congratulates
David Baroni
The M&A Advisor 2019
Emerging Leaders Award Recipient

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Alan Boyko is a senior managing director at FTI Consulting based in Denver. He is a
member of the turnaround & restructuring services practice and has more than 13 years
of experience providing advisory services on the company-side and to creditors. His
experience includes interim chief restructuring officer roles, financial modeling, short- and
long-term liquidity forecasting and cash management, development and assessment of
business plans, bankruptcy preparation and contingency planning, and development of
cost savings initiatives plans. Mr. Boyko is deeply involved in FTI’s global mining advisory
practice. His industry experience also includes automotive, real estate, financial services,
food service, and manufacturing. He has been involved with many large engagements,
including Cloud Peak Energy,Armstrong Energy,Arch Coal and AFA Foods, Chrysler, 21st Century Oncology,
and Residential Capital. He is a Certified Insolvency Restructuring Advisor (“CIRA”) and a Certified
Turnaround Professional (“CTP”).
Richard Brand is co-chairman of Cadwalader’s Corporate Group and a member of the
firm’s Management Committee. He has advised on many of the most high-profile, contested
M&A situations and boardroom battles in the past few years. One of the few lawyers with
experience in playing both offense and defense, he offers a unique perspective and an
unparalleled reputation when representing corporate boards and hedge funds in activist
campaigns and contests for corporate control and proxy contests. Mr. Brand is widely
recognized as a leading advisor to public companies, hedge funds, private equity firms, and
investment banks in the U.S. and globally. He serves on the advisory boards of Harvard Law
School’s Program on Corporate Governance and of NewYork University’s Institute for
Corporate Governance & Finance and was recognized in 2016 by Columbia Law School’s Millstein Center for
Global Markets and Corporate Ownership as a “Rising Star of Corporate Governance.”
weil.comWeil, Gotshal & Manges LLP
Congratulations to
all of this year’s
Emerging Leaders!

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Ricardo Brau is a managing director and partner in L.E.K. Consulting’s Boston office. Mr.
Brau joined the firm in 2008 as a life sciences specialist and was promoted to partner
in 2017. He is a leader within L.E.K.’s healthcare practice, with a focus on biopharma
across most therapeutic areas and industry segments. He advises large and emerging
pharmaceutical companies, contract research organizations, and financial sponsors on a
range of critical issues.Within M&A, Mr. Brau supports both sell- and buy-side clients and
has been involved in transformative transactions for the industry. He has a BS in mechanical
engineering, a Master of Engineering in biomedical engineering and a PhD in bioengineering,
all from the Massachusetts Institute ofTechnology.
Tyler Brown joined the Longnecker & Associates team in 2007 and is a senior director in
Longnecker & Associates’ Houston Office. He holds a Bachelor of Science degree from
Texas Tech University. Mr. Brown also managed the executive compensation program
within Sysco Corporations human resources function from 2014 until rejoining the firm
in 2016. Additionally, he is Compensation Committee Certified and holds a designation as
a Professional in Human Resources in addition to currently being a member of Houston
Compensation and Benefits Association and WorldatWork.
Jennifer Cheng is a partner in Reed Smith’s Global Corporate Group and is based in the
firm’s NewYork office.Her practice focuses on representing Fortune 500,international,and
middle market companies in a wide range of corporate transactions both domestic and cross-
border.Ms.Cheng has represented clients in a wide range of industries,but her practice has
an emphasis on the representation of public and private companies in the healthcare and life
sciences industries as well as the financial industry.She has experience in representing publicly
listed companies in a variety of corporate transactions,including the sale of the company.Ms.
Cheng also represents financial advisors in fairness opinions and valuation-related work.In
addition,she advises on issues of corporate governance and other general corporate matters.
Adam Cieply is an associate in White & Case’s mergers & acquisitions practice group. He
represents domestic and international buyers and sellers in private and public domestic,
cross-border and global mergers and acquisitions, restructurings, joint ventures, and private
investments in a broad range of industries. Prior to joining White & Case, Mr. Cieply
practiced corporate law, focusing on public and private mergers and acquisitions and
securities law at a major Canadian law firm, working in both their Montreal, Canada, and
London, UK offices.
Austin Collier is a senior associate at Branford Castle Partners. He is responsible for
evaluating and executing new investments and working with management teams to grow
portfolio companies post-acquisition. Prior to joining Branford in 2016, Mr. Collier began
his career as an investment banking analyst/summer analyst at Duff & Phelps and DCS
Advisory (formerly Sagent Advisors), focusing on M&A advisory. He graduated in 2014
from the McIntire School of Commerce at the University ofVirginia as a Thomas I. Storrs
Scholar where he received his BS in commerce with a double concentration in finance
and management and a minor in global commerce. Mr. Collier lives in NYC and likes to fly
planes and jump out of them – preferably not at the same time.
Joseph Concannon is a senior managing director in the restructuring & turnaround practice at
FTI Consulting and is based in Pittsburgh.He has over 14 years of experience in restructuring,
bankruptcy proceedings,troubled company consulting,financial analyses,and due diligence.Mr.
Concannon has led many restructurings and successful Chapter 11 reorganizations,has held
interim management roles and assisted senior management,secured and unsecured lenders,and
other constituents on a variety of matters,primarily focusing on mining,healthcare,real estate,
hospitality,manufacturing,and automotive.His project experience includes assisting Peabody
Energy with long-term business planning and strategy and cash flow and liquidity management;
NewPage Corporation with developing a long-term business plan model for its business
operations and plan of reorganization;and serving as the CRO for DynaVox.

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Brian DeCicco is a managing director at Berkery Noyes with a decade of experience in
mergers & acquisitions. He specializes in media and information services transactions.
Mr. DeCicco joined Berkery Noyes as an analyst after completing a two-year internship
with the firm and has completed over 50 M&A transactions within B2B and B2C media,
events, information, and software. He holds a BA with honors in economics from
Fordham University. He is a 2018 SIIA Emerging Leader Award winner, a distinction
recognizing rising talent and leaders making a difference in the business information and
media industries.
Nick DeVaney is president of JD Merit & Co and operates as a key corporate executive and
a successful deal execution lead.Mr.DeVaney possessed a unique acumen at an early age.
As an entrepreneur he built companies from inception to multi-million-dollar organizations,
implemented and executed systems and processes designed for rapid growth,and developed
expertise typically only seen from those in far more senior positions and tenure.As an M&A
advisor and investment banker,he masterfully executes the delicate balance of tenacity and
finesse in order to deliver the best possible outcomes for his clients.His successes are
deeply rooted within industries characteristically difficult to create and capture enterprise
value,leveraging these successes to transcend industries from construction to technology.
Holding series 24,62,and 63 licenses,he specializes in sell-side M&A,institutional and private debt and equity
placements,as well as assisting high-growth and development companies raise capital.
Andrew DeYoung is director of business development and operations for Kayne Anderson
Capital Advisors’ growth equity activities. He works closely with the partners overseeing
and managing fundraising processes and business development efforts at the fund and
individual portfolio company levels. Mr. DeYoung is involved on the investment side
identifying and analyzing investment opportunities and assisting with monitoring of
portfolio companies, as well as at the board level with select companies. He deals with
NewRoad Capital Partners on the Kayne NewRoadVentures Fund and monitors Kayne’s
earlier stage growth companies. Prior to joining the Kayne Capital’s growth equity group,
Mr. DeYoung was special advisor to Ric Kayne, chairman of Kayne Capital, and COO
of Jenni Kayne, an LA-based lifestyle and fashion brand. Prior to joining the firm, he worked with D-W
Investments, LLC, a family investment firm in Chicago, and with Gemstone Real Estate Partners.
Taylor Dieckman is a shareholder at Koley Jessen where he helps clients navigate complex
business challenges and works with them to formulate and execute results-driven
strategies. Mr. Dieckman has significant experience counseling clients on all aspects of
M&A transactions including transaction structure, due diligence investigations, negotiation
of deal terms, and closing and post-closing matters. He is also the chairman of the firm’s
business/general counsel practice group. In this role, he advises clients on general business
matters including choice of entity, entity formation, ownership structure and transition,
governance, capital raises, joint ventures, restructurings, and business contracts.
Becky Diffen is a partner based in Norton Rose Fulbright’sAustin office.She focuses her
practice on acquisitions,joint ventures,project development,tax equity financings and sales
of renewable energy,energy storage,power generation and transmission projects - including
wind,solar,battery storage,geothermal,waste-to-energy,and other technologies.She also has
experience advising clients onTexas regulatory law.Active in her community,Becky serves on
the board of ZilkerTheatre Productions and provides pro bono services to local affordable
housing and family-focused non-profits.She is also a co-chair of theAustin Chapter ofWomen
of Renewable Industries and Sustainable Energy (WRISE),as well as serving as chair ofWRISE’s
national webinar committee and co-chair of the 2020WRISE Leadership Forum.Becky is a
magna cum laude graduate of Carleton College and earned her JD with honors from the University ofTexas School
of Law,where she served as editor-in-chief of theTexas Journal of Oil,Gas,and Energy Law and now teaches a
seminar on renewable energy law as an adjunct professor.
Brett Conradt is a managing director at Stax Inc., where he leads the firm’s industrial vertical
group. He joined Stax’s Chicago office in 2006 and leads relationships for the large public
and private corporations, as well as a blend of large cap and upper mid-market private
equity firms and major industrial clients. Prior to Stax, Mr. Conradt worked at StrategyOne,
a subsidiary of EdelmanWorldwide, where he consulted and developed strategic positioning
programs for clients across multiple industries. He began his career at Salton, Inc., where he
developed, grew, and maintained well-known consumer electronics brands. Mr. Conradt has
guest lectured atTexas A&M University and co-teaches a course on consulting at University
of Illinois at Urbana-Champaign. He covers a variety of topics including how to conduct
industry analysis and private equity’s role in brand building. He has written numerous thought leadership pieces
on retail, evolving marketing techniques, and changes in consumer finance.
Joseph Corso is managing director at Stifel. Born and raised in Paramus, NJ, he attended
Swarthmore College, where he studied economics. During his time at Swarthmore, Mr.
Corso was a two-sport varsity athlete (baseball and football) and was elected captain
by his teammates prior to the start of his junior football season year.An active member
of the community, he was a member of Delta Upsilon, one of three student members
of Swarthmore’s Athletic Review committee, and a student leader of a program aimed
at preventing sexual assault on campus. Upon graduation, Mr. Corso joined Janney
Montgomery Scott, a regional investment bank headquartered in Philadelphia, PA. In 2004,
he joined Thomas Weisel Partners (“TWP”), where he worked until TWP was acquired by
Stifel Financial in 2010. He is currently a managing director in Stifel’s Technology Investment Banking Group
and recently celebrated his 15th year at the firm.
Bharat Ramprasad
Stifel
Joe Corso
Stifel
Vlad Moshinsky
Miller Buckfire
Jennifer Fuller
KBW
Congratulations to our
2019 M&A Advisor
“Emerging Leader” Award Winners
Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifelib.com
Keefe, Bruyette & Woods, Inc., Member SIPC, FINRA & NYSE | Miller Buckfire & Co., LLC, Member FINRA
For more information, see www.maadvisor.com

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Christopher Duerden is a partner at Dechert LLP and has quickly become an expert in
securitization and capital markets transactions by providing guidance to some of the largest
private debt organizations in the market. In addition to his wide variety of transactional
experience, Mr. Duerden has also developed significant expertise in connection with the
formation and operation of collateralized loan obligation platforms along with regulatory
compliance issues related to CLOs. Focusing on both the middle market and broadly
syndicated loan sectors, he has a broad and deep knowledge of CLOs, leveraged loan
warehouse facilities, and asset-backed securities transactions. In the past several years,
Mr. Duerden has provided unparalleled insight on risk retention strategies (including risk
retention capital formation structures) and on numerous complex private debt/credit transactions.
Chad Ensz is a partner at Dentons US LLP. As a member of Dentons’ corporate practice
group, Mr. Ensz focuses on general corporate transactional matters and regulatory
compliance, including the representation of financial institutions and public and private
companies in capital market transactions, mergers and acquisitions, licensing, joint venture
and commercial transactions, and ongoing public company representation. Receiving a JD
and MBA from the University of San Diego, Mr. Ensz uses his deep knowledge of both the
law and business to help clients buy, sell, finance, and operate their businesses through
negotiations, documentation, and advice for legal compliance. He has significant experience
with general business matters, including establishment of corporations, partnerships, and
limited liability companies, corporate governance, and general contractual drafting and negotiation.
Danielle Feinblum is a principal in Deloitte’s M&A consulting practice, focused on the
human capital implications of M&A. Ms. Feinblum has led more than 30+ organizations
through deal activity over the past 12 years advising clients on the future organization
design; creating a fair and transparent workforce transition process to expedite
headcount synergy realization; and designing culture, change management, and
communications strategies to keep employees informed and engaged. Ms. Feinblum also
helps HR organizations with the integration/separation of the HR function. She is the
creator of Deloitte’s Human Capital DealMakers program, bringing together HR M&A
client leaders from across industries for best practice sharing. Ms. Feinblum earned an
MBA from USC’s Marshall School of Business and a BA in Journalism from the University of Maryland. She
holds a Senior Professional in HR (SPHR) certification.
Nathan Feldman is a business development associate at Capstone Headwaters. He has
spent the last four years at Capstone Headwaters building out corporate-wide functions
including research, marketing, and business development. Before the merger with
Headwaters MB in 2018, Mr. Feldman led the production of M&A research that reached
40,000+ private business owners, investment groups, and partners. In that role, he took
on additional digital marketing responsibilities and built capabilities in email analytics,A/B
testing, SEO, and social media. Mr. Feldman started his career in the startup world with
CreativeStar Solutions, building companies that connected the U.S. and Chinese markets. He
was the founder and president of the Brandeis Entrepreneurship Club and is a producer for
OnPoint Improv, a comedy show that raises $10,000+ a year for local charities.
Christopher Ferrara is director, Financial Advisory ServicesTeam at Capstone Headwaters.
He has over 15 years of experience leading finance functions of early and growth stage
organizations—public and private equity/venture backed—that have achieved accelerated
annual revenue growth and material exit returns for investors including transactions of
$1.2B and $1.1B. His specialties include C-Level leadership, investor relations, corporate
development, controllership, equity and debt financing, financial and strategic planning, capital
budgeting and pricing, as well as M&A due diligence. Prior to joining Capstone, Mr. Ferrara
was chief financial officer and treasurer of a multi-national medical device manufacturer. He
has held additional senior financial leadership roles for IT security, telco infrastructure, and
software (SaaS/Enterprise) and defense organizations with similar outcomes. Mr. Ferrara earned his BSBA in
finance from Boston University, and an MBA in accounting and MSA in accountancy from Bentley University.

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Mike Firmage is a managing director at Horizon Partners. Since co-founding Horizon in
2011, he has led the completion of over 20 sell-side M&A transactions—approaching $1
billion in total value—for founder-owned-and-operated technology companies. Recent
noteworthy transactions include nine-figure outcomes in each of Spotify’s and Silversmith
Capital’s majority recapitalization of DistroKid, Euronet’s purchase of XE, and Ziff Davis’
acquisition of Ookla. Mr. Firmage co-founded Horizon from Hillhouse Capital Advisors.
Prior to Hillhouse, he was among the first employees at a SiliconValley investment
bank. Mr. Firmage holds an MBA from theYale School of Management, graduating with
Distinction in Finance & the Law. He received a BA in finance from the University of Utah,
graduating with highest honors.
Jennifer Fuller is a managing director in the fintech & financial services investment
banking practice at KBW. She joined KBW in 2013 with the merger of KBW and Stifel
Financial. Prior to that, she spent 10 years as an investment banker in the Financial
Institutions Investment Banking Group at Stifel. In her current role, Ms. Fuller leads the
firm’s investment banking coverage of mortgage finance companies and is responsible
for originating and leading transactions across the sector. Her experience includes over
175 transactions, including M&A advisory, fairness opinions, and valuations, as well as
debt, equity, and equity-linked issuances for private and public companies. Ms. Fuller
graduated from Washington University in St. Louis with a BSBA with majors in Finance,
International Business, and Political Science. Ms. Fuller currently serves on the Executive Committee of the
firm’s Institutional Group Women’s Initiative Network.
Patrick Furlong a director at PJ Solomon’s Global Retail Group specializing in consumer
products, specialty hardlines, automotive aftermarket, outdoor, tactical, apparel, and
e-commerce. Over the years, he has represented clients on a variety of assignments
including buy-side, sell-side, and divestiture and merger transactions, as well as debt-and-
equity financings, restructurings, and recapitalizations. He has advised a wide range of
companies including RevZilla, Sportsman’s Guide,Ariat, Monro,Truck Hero, Perry Ellis,
Flight Club, rag & bone, Brooks Brothers, Chico’s FAS, Cynergy Data, Garden Ridge,
Laura Geller, Kerasotes Theaters, Proenza Schouler, RadioShack, United Retail Group,
and Quiksilver. Mr. Furlong is a dual degree graduate of the University of Pennsylvania,
having received his BS degree from The Wharton School of Business and his BA degree magna cum laude. He
previously attended Texas Military Institute. Mr. Furlong currently resides in NewYork City.
David Gail is a partner in Weil’s corporate department in Dallas. His practice focuses on
advising private equity sponsors in a variety of transactions including leveraged buyouts,
mergers and acquisitions, strategic investments, restructurings, financings, and dispositions.
He advises clients on general corporate and commercial matters, including securities
laws, corporate governance issues, and other strategic considerations. He was named to
D Magazine’s 2019 Best Lawyers in Dallas list for Private Equity, a 2017 “Lawyers on the
Rise” honoree by Texas Lawyer, and a Super Lawyers “Rising Star” in Texas for corporate
M&A since 2016. He was the Colet Fellow at St. Paul’s School in London, England, received
his JD, magna cum laude, from SMU Dedman School of Law, and his BA, cum laude, from
Princeton University.
Eric Gilbert is a partner at McDermott Will & Emery. He focuses his practice on mergers
and acquisitions, private equity transactions, joint ventures, and general corporate matters.
Mr. Gilbert has handled many complex transactions during his representation of privately
held companies and private equity funds, including leveraged buyouts, mergers and
acquisitions, corporate carve-outs, debt and equity investments, and joint ventures. Mr.
Gilbert has worked on transactions in a wide variety of industries including technology,
consumer goods, real estate, agriculture, hospitality, and health care. He is a results-driven
practitioner who understands the value of being a deal facilitator and offering creative
solutions to help resolve complex issues to close transactions.
D O N ’ T J U ST AC C EPT I N N OVAT I O N .
Embrace it.
A helping hand in the face of disruption.
Welcome to Status Go.
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for one another’s acts or omissions. Please see www.gt.com for further details. © 2019 Grant Thornton LLP | All rights reserved | U.S. member
firm of Grant Thornton International Ltd

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Jack Glazebrook is a senior manager in commercial leader with S&P Global Market
Intelligence. Mr. Glazebrook is responsible for running the North American sales division
within S&P Global Market Intelligence’s Corporate and Professional Services division.
In his current role, he leads a team that is responsible for working with a wide range
of Corporate and Professional Services clients to meet their financial market data,
research, and technology requirements. Mr. Glazebrook has over 13 years of professional
experience working in variety of commercial roles across investment management,
financial services and fintech industries. Prior to joining S&P, he worked at Bloomberg L.P.’s
Enterprise Data Solutions division. He has also held commercial roles at FTSE Russell and
OppenheimerFunds. Mr. Glazebrook attended the State University of NewYork at Geneseo.
Scott Green is a managing director and leads the IT services M&A practice within
Raymond James Technology & Services Group. He joined Raymond James in 2014 as a vice
president. Before joining Raymond James, Mr. Green served as a vice president at KeyBanc
Capital Markets, a leading middle market investment banking firm, and prior to that he was
an associate at RBC Capital Markets, a bulge-bracket investment banking firm. Mr. Green’s
career began within the prestigious management development program at McMaster-
Carr. He received a BA from the University of Chicago in 2004 and an MBA from Emory
University in 2009. Mr. Green currently lives in Atlanta with his wife and their two children,
William and Brooks.
Bernard (Bernie) P. Grondin is a partner at McDermott Will & Emery representing private
equity funds, strategic investors, and founders/owners-operators in complex corporate
transactions including leverage buyouts, mergers and acquisitions (M&A), debt and equity
investments, and joint ventures. Mr. Grondin has extensive experience advising buyers,
sellers, founders, and joint ventures partners in negotiating, documenting, facilitating, and
consummating transactions involving health care companies. He represents public and
private corporations and other entities in connection with M&A, spin-offs, joint ventures,
liquidity events, and general corporate governance.
Erin Hanson is an associate in White & Case’s technology transactions practice within
the Global Mergers & Acquisitions Group and Global Intellectual Property Group. She is
also a member of the Global Technology Industry Core Group. Ms. Hanson offers clients
legal and commercial advice across the spectrum of standalone intellectual property
and technology transactions as well as on the intellectual property and technology
aspects of M&A, private equity, and other corporate transactions. Her work includes
representing large corporations, including major technology companies and financial
institutions in matters ranging from technology development, licensing, and distribution
to strategic outsourcing, joint ventures, and co-development. Prior to joining White &
Case, Ms. Hanson was a senior associate at one of the Australian offices of another multinational law firm
headquartered in Hong Kong.
Evan Harwood is managing director at Equity Group Investments.He sources and evaluates
credit and equity investment opportunities in the public and private sectors,negotiates and
structures transactions,and partners with portfolio company operators to drive value.He is
also responsible for market facing and trading activities at EGI.Mr.Harwood serves on the
boards of several EGI portfolio companies including:Lanter Delivery Systems,RailUSA,The
Pasha Group,Ventana Exploration and Production,and EagleRidge Energy.Previously,he led our
investments inWaste Industries,a vertically integrated,solid waste management company,and
PennVirginia Corporation,an oil and gas exploration,development,and production company.
Prior to joining EGI in 2010,Mr.Harwood served as an associate atTrust Company of theWest
and as an investment banking analyst in the Leveraged Finance group at Citigroup.He received a BBA,magna cum
laude,from the Goizueta Business School at Emory University.
whitecase.com
DISTIN CTIVE
I N NOVATIVE
White & Case congratulates our M&A
lawyers Morgan Hollins, Erin Hanson,
Adam Cieply and Raymond Bogenrief
for their M&A Emerging Leaders Award
recognition, as well as fellow award
winners and finalists.

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Lauren Hayes is a managing director with 15 years of experience in Deloitte Consulting
LLP’s mergers & acquisitions practice. Ms. Hayes advises senior client executives on
setup, planning, and execution of complex global acquisition, divestiture, spin-off/IPO, and
operations restructuring programs. She has led 20+ transformational M&A programs in
consumer products, financial services, and telecommunications/technology, collectively
generating billions of dollars in market value. Ms. Hayes holds a BA from Northwestern
University and an MBA from Duke.
Chris Hebard is a managing director at Ankura with over a decade of experience
advising clients on an array of difficult financial situations. He has worked in a variety of
industries but focuses on the U.S. healthcare market. Mr. Hebard has served in an interim
management capacity on multiple occasions helping to navigate his clients to positive
outcomes through times of uncertainty. He has been nationally recognized for his work,
having received The M&A Advisor’s Ninth Annual Chapter 11 Reorganization of the
Year (under $1 billion) and the 2016 Atlas Turnaround Award for Energy and Services
Restructuring of theYear. Mr. Hebard is based in Dallas. Prior to joining Ankura, he was a
vice president in the Deloitte Corporate Restructuring Group. He is a Certified Public
Accountant and a Certified Insolvency and Restructuring Advisor. Mr. Hebard has a BA in finance and
accounting from the Michael F. Price College of Business at the University of Oklahoma.
Erin Henseler is a manager in the Private Equity Group at CLA (CliftonLarsonAllen) and
has been with the firm since 2012. Ms. Henseler delivers transaction services to privately
held clients across a range of industries including manufacturing, distribution, construction,
technology, and professional services. Her work with clients includes both domestic
and international operations. She focuses on transaction and M&A advisory services,
financial statement audits, and corporate tax matters. Ms. Henseler has been an integral
part of multiple sell-side and buy-side due diligence projects associated with mergers
and acquisitions for clients throughout the country. Ms. Henseler is a CPA in the state
of Minnesota and a member of the American Institute of CPAs, the Minnesota Society of
CPAs, the Association for Corporate Growth, and the Alliance of Mergers & Acquisition Advisors. She earned
her BS in accounting from the University of Minnesota – Duluth.
Morgan Hollins is a counsel in the Mergers & Acquisitions Group in White & Case’s
Houston office. Her practice consists of a wide range of both domestic and international
corporate and transactional matters, including mergers and acquisitions, private equity
investments, MLP dropdowns, joint ventures, and company formations. She also advises
clients on corporate governance matters and deal structures relating to acquisitions,
divestitures, and exit strategies. Ms. Hollins has experience representing both public and
private companies, as well as conflicts committees, in a variety of industries, including oil
and gas and other natural resources, solar energy, entertainment, and financial services.
Jeff Hoover is a member at Howard & Howard Attorneys PLLC and concentrates
his practice in the areas of business transactions and corporate matters, including
mergers, acquisitions, and reorganizations of business entities, corporate finance,
commercial lending, and real estate. Mr. Hoover has assisted clients in structuring and
negotiating acquisitions of other businesses, including acquisitions through bankruptcy
sales, structuring and negotiating the sale of their business, assisting entrepreneurs in
organizing and structuring new business ventures, documenting complex commercial
lending transactions, and negotiating and documenting work-out transactions on behalf of
commercial lenders.
Dena Jalbert is founder and CEO of Align Business Advisory Services, a mergers and
acquisitions (M&A) and business advisory firm. Align was founded in 2010 with a mission
to break the mold of the traditional advisory firm, and is built on the core principles
of service, diversity, innovation, and value creation. Ms. Jalbert leverages her nearly 20
years of success in building, scaling, and buying and selling businesses to accomplish her
clients’ goals. Her career experience spans many years in “Big 4” public accounting and
consulting firms, in addition to holding executive positions with Fortune 500 and hyper-
growth middle market companies.As an M&A expert, Ms. Jalbert has facilitated nearly
$1 billion of buy and sell-side transactions. She is a CPA and holds a Master of Business
Administration degree from Florida State University and a Bachelor of Arts degree in public accounting from
Illinois Wesleyan University.
Patricia Jefferson is a principal with the law firm of Miles & Stockbridge. She represents
clients in bankruptcy and turnaround matters and has significant experience handling
complex real estate and financing transactions. Her practice has a particular focus on
the acquisition, management, and enforcement of rights in distressed real estate. In May,
she was ranked by Chambers for the fifth consecutive year as a leader in bankruptcy
and restructuring in Maryland. She is a past president of the Turnaround Management
Association’s Chesapeake chapter and is the 2018-2019 president of the Maryland
Bankruptcy Bar Association. Ms. Jefferson is an honors graduate of the University of
Maryland School of Law, where she was elected to the Order of the Barristers. In 2018,
she was named to The Daily Record’sVIP List, which recognizes Maryland professionals under age 40 for
their professional accomplishments and community service.
Andy Johnson is a senior manager in West Monroe Partners’ mergers & acquisitions
practice. He has over 10 years of management and technology consulting experience,
advising private equity investors and corporate executives across a multitude of
industries and throughout the entirety of the M&A lifecycle, from assessing acquisition
targets to leading cross-functional separation and integration management for companies
with global operations. Mr. Johnson joined West Monroe Partners in 2014 from Deloitte
Consulting, where he was a senior consultant in the strategy & operations practice
working across industries managing complex separations and integrations. Previously, he
spent three years in Accenture’s SAP practice. Mr. Johnson earned a Bachelor of Business
Administration degree in Management and Human Resources from the University of Wisconsin and a Master
of Business Administration degree with emphasis in Strategy and Accounting from the University of Michigan.
Dan Johnson is a managing director at Ankura with over a decade of experience executing
corporate finance, restructuring, valuation, M&A, and recapitalization assignments, as well
as operational restructuring and corporate planning initiatives. He has advised small- and
large-cap public and private companies, corporate boards, special committees, financial
sponsors, secured lenders, and creditor committees across industry sectors, with a
specific focus in the energy sector. Mr. Johnson is based in Denver.
Peter Keane is a counsel at Pachulski Stang Ziehl & Jones LLP, the premier restructuring
boutique law firm in the United States. He represents clients in complex restructurings and
financially distressed situations, including debtors, secured lenders, creditors’ committees,
trustees, asset purchasers, and other significant creditors and parties in interest. Mr. Keane’s
practice focuses on business reorganizations and liquidations, debtor and creditors’ rights,
and other insolvency-related matters. He represents clients in a variety of industries,
including retail, technology, sciences, and manufacturing. Previously, Mr. Keane served as a
co-chair of the Bankruptcy Law Committee for the ABAYoung Lawyers Division. He is also
a newsletter editor for the ABI Bankruptcy Litigation Committee.

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Hugh Keefe is senior vice president at Morgan Partners, a Boston-based firm focused
exclusively on the middle market financial technology sector, specifically insurance
technology, capital markets technology, and banking technology. In the last seven years,
he has worked on dozens of sell-side, buy-side, and capital raising transactions. Prior to
joining Morgan Partners in 2017, Mr. Keefe worked for SunTrust Robinson Humphrey
(STRH) in the TMT M&A group in Atlanta and San Francisco. His career began at
financial software firm FactSet Research Systems. Mr. Keefe received an MBA from Tulane
University’s Freeman School of Business and a Bachelor of Science in Finance from
Providence College. Mr. Keefe, a Red Sox die hard, enjoys spending time with his wife
Megan, and two small children, CC (aged 3) and John (aged 1).
Brogiin Keaton is head of litigation for Evercore, the premier global independent
investment banking advisory firm. Evercore helps clients achieve superior results through
trusted independent and innovative advice on matters of strategic significance to boards
of directors, management teams, and shareholders—including mergers and acquisitions,
strategic shareholder advisory, restructurings, and capital structure. Evercore also assists
clients in raising public and private capital, delivers equity research, equity sales, and
agency trading execution. Evercore is headquartered in NewYork and maintains offices
and affiliate offices in major financial centers in North America, Europe, South America,
and Asia. Ms. Keaton also plays a key role in substantial global HR and employment policy
and litigation issues, including identifying and executing pro-active strategies in the “Me Too” era.
Sean Kelley is principal, head of business development at Gridiron Capital. He focuses
on developing new business partnerships, marketing, communicating with business
owners, and managing investment sourcing, and exit planning. Prior to joining Gridiron
Capital, Mr. Kelley served as vice president at BB&T Capital Markets in Richmond,Virginia.
His responsibilities at BB&T included executing mergers and acquisitions advisory for
middle market businesses, as well as establishing and strengthening business development
relationships with middle market investors. Earlier in his career, Mr. Kelley worked at
Credit Suisse and Deutsche Bank. He received a BA in Economics from Wake Forest
University and holds an MBA from the University ofVirginia’s Darden School of Business.
Originally from North Carolina, Mr. Kelley and his family reside in New Canaan, CT.
Megan Kennedy is an associate director in the financial communications group at Finsbury,
a global strategic communications firm, where she helps corporate clients execute complex
transactions, achieve necessary restructurings, and bolster their reputations.A 2011
graduate of the School of Media and Journalism at UNC Chapel Hill, Ms. Kennedy designs
communications strategies that defend and promote her clients’ reputations at moments
of critical transformation. She joined Finsbury in 2011. Since then, she has worked on
some of the largest and most complex transactions and restructurings globally, earned
three promotions, and the esteem of senior executives at Fortune 500 and early-stage
companies alike. A restructuring specialist, she is an expert advisor on communications supporting Chapter 11
bankruptcies, out-of-court restructurings, and operational restructurings.
James Kennedy is a vice president with Stephens Inc.in the Birmingham,AL office where
he is responsible for the management and production of National & International Risk
ManagementAccounts.His background consists of private equity placements spanning a
variety of industries.Mr.Kennedy’s experience encompasses traditional LBO,Special Situation,
Carve-Out,ESOP buyouts,and other unique deal structures requiring extensive diligence/
specialty placements.He is involved in both acquisitions and divestitures necessitating
broad cooperation with legal,tax,advisory,and other key intermediaries & stakeholders.He
works alongside Private Equity,BDC,Family Office,Independent Sponsors,Public & Private
companies regarding transactional (R&W,Environmental),P&C due-diligence,and go-forward
commercial insurance placements.He earned a BA from Hampden-Sydney College inVirginia.
Harshad Khurjekar is a principal in the RSM US NewYork transaction advisory services
practice, providing private equity investors and corporate acquirers with financial due
diligence services including leveraged buyouts, public-to-private, roll-ups, carve-outs and
divestitures. Mr. Khurjekar has more than 15 years of accounting and finance experience.
For the past 13 years, he has provided buy-side and sell-side due diligence services
to private equity and corporate clients in transactions of all sizes. Before joining RSM,
he spent six years in the transaction advisory services practice of a Big Four firm. Mr.
Khurjekar advises clients on key financial analyses and transaction issues including quality
and sustainability of earnings, debt and debt-like items, growth drivers, cost structure,
trends impacting working capital, off-balance-sheet exposure, realization of potential synergies, assessment of
financial projections, analyzing acquisition agreements, and post-closing purchase price mechanisms.
Harold Kim is a managing director in the Restructuring and Special Situations Group at PJT
Partners.He has worked on numerous engagements advising companies,creditors,and
sponsors across a broad range of industries including energy,healthcare,industrials,municipals,
oilfield services,technology,and utilities.Prior to PJT’s spin-out from Blackstone,Mr.Kim was
an associate in the Restructuring & Reorganization Group at Blackstone.Prior to Blackstone,
he was an associate at Crestview Partners and an analyst at Morgan Stanley in its Investment
Banking Division.Mr.Kim received a BComm from Queen’s University in Canada,where he
graduated with the highest academic standing in his class,and an MBA from theWharton
School of the University of Pennsylvania,where he graduated as a Palmer Scholar.
Matt Korsch is a managing director and partner in L.E.K.Consulting’s Chicago office.He
advises clients on a range of strategic issues that include mergers and acquisitions,growth
strategy,profitability enhancement,international growth,acquisition screens,and commercial
due diligence.Mr.Korsch is primarily focused on the firm’s industrials practice,with deep
experience in the building products,industrial distribution,and oil and gas/energy sectors.
He has also worked across a range of other industries,including private equity,aviation,and
medical technologies.Mr.Korsch initially joined the firm in 2004 as an associate and,after
earning his MBA from the Kellogg School of Management at Northwestern University,he
rejoined L.E.K.as a consultant in 2010 and was promoted to partner in 2017.In addition to
his MBA,Matt holds a BS in electrical engineering and economics from Northwestern University.
Robert Koven is managing director at Leonis Partners. In the last 12 months, he has
sourced, led, and closed numerous deals in the IT/Technology industry including Deep
Blue Communication’s sale to Comcast, the sale of FOTO to NetHealth (a Carlyle
PortCo), the growth equity capital raise for BiteSquad (a $300mm Rest. Delivery
Software Provider Bregal Sagemount PortCo),TransACT Communication’s (an Angle
Point Capital Portco) acquisition of RightLabs (a Canadian edtech provider) and rSmart
(a U.S. edtech provider), and The Data Incubator’s Sale to Pragmatic Marketing (Portco of
Renovus Capital). Mr. Koven has an AB in economics and mathematics from Dartmouth
and an MBA from the Amos Tuck School of Business at Dartmouth.
Mike Kuffner is a member at Bass Berry & Sims and focuses his practice on advising
clients on transactional, corporate governance, and securities law matters. He represents
public and private companies and management teams across several industries including
healthcare, food, and technology. His practice involves assisting on matters related to (1)
mergers and acquisitions; (2) corporate governance; (3) compliance with securities laws
and public company disclosure; (4) capital markets transactions; and (5) early, seed and
follow-on venture capital transactions. Since joining our firm, Mr. Kuffner has served on
its entry-level hiring committee as well as the Corporate & Securities Group’s associate
development committee.

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Tammy Levine, marketing manager at SierraConstellation Partners, is responsible for the
firm’s marketing initiatives which includes event planning and strategic marketing. Prior
to SCP, Ms. Levine was the marketing officer at 1st Century Bank, a community bank
catering to small businesses and professionals on the westside of Los Angeles. In that
role, she was responsible for strategic marketing, including but not limited to organizing
events, developing social media campaigns, and drafting press releases. Ms. Levine’s prior
experience also includes serving as the marketing manager at the Los Angeles based
family law firm, Feinberg Mindel Brandt & Klein. She received her Bachelor of Art’s degree
from the University of California Santa Barbara where she studied political science.
Joanna Jung-Erh Lin is a partner at McDermottWill & Emery.She focuses her practice on
corporate,securities and transactional matters.Along with many types of transactions,she
handles domestic and cross-border venture financing,mergers and acquisitions for public and
private companies,and complex transition services agreements.She also has experience with
capital markets transactions,having represented U.S.and international issuers,investment
banks,and investors in a wide range of securities offerings.Ms.Jung-Erh Lin also regularly
counsels clients on matters ranging from corporate governance to U.S.Securities and
Exchange Commission periodic reporting requirements and other general corporate matters.
Jessica Liou is a partner in Weil’s Business Finance & Restructuring Department. Ms. Liou
represents and advises debtors, creditors, equity holders, investors, and other interested
parties in all aspects of distressed and insolvency situations. She has developed sought-
after expertise advising myriad complex restructurings, including several landmarks in the
field. Ms. Liou is currently representing PG&E in its historic chapter 11 case and advised
on the restructurings of Sears,Westinghouse Electric Company, and Claire’s Stores,
among many others.
Avi Loewenstein, shareholder at Brownstein Hyatt Farber Schreck, represents private
equity funds, entrepreneurs, family offices, and private companies in a variety of complex
transactions including mergers and acquisitions, leveraged buyouts, growth equity and
minority investments, corporate reorganizations, and general corporate matters. He has
crafted complex joint ventures and helped form, finance, and advise emerging businesses
in a variety of industries. Mr. Lowenstein’s joint venture work includes the successful, high-
profile redevelopment of Denver’s Union Station, a family office’s investment in oil and gas
assets in the Permian Basin, and work in the emerging online gaming industry including
several prominent deals starting from the early days of the industry’s growth.
David Ma is a partner in Jeffer Mangels Butler & Mitchell LLP’s corporate practice.
He serves as transactional advisor to a wide variety of public and private companies,
institutional investors, and entrepreneurs. From early stage to exit, Mr. Ma counsels’
clients on a range of business transactions including mergers, stock, and asset acquisitions
(buy- and sell-side), fundraising (equity and debt), investments (minority and control), joint
ventures, restructuring, and venture capital investments. He also acts as external general
counsel to middle market companies. In this capacity, he advises and directly reports to
CEOs and other senior leadership on broad legal strategy and oversees implementation
of various initiatives.
Frank Marra is the CFO and treasurer of the Apollo Senior Floating Rate Fund and
Apollo Tactical Income Fund and a Managing Director in the firm’s credit finance team,
where he oversees seven fund controller groups focusing on structured, corporate, and
illiquid opportunistic credit products. Prior to Apollo, Mr. Marra was a vice president
at Lehman Brothers in the Structured Credit Group within Private Equity Finance.
Before that, he was a member of Stone Tower Capital. Mr. Marra started his career at
PricewaterhouseCoopers in the investment company practice and left as a manager
specializing in alternative investments including CLOs, PE, and hedge funds, as well as
regulated investment companies. He graduated from Syracuse University with a BS in
Accounting, a BS in Finance, and a minor in Economics. He is also a Certified Public Accountant (inactive).
Tim McDonagh is a senior managing director in the turnaround & restructuring practice
at FTI. He has 15 years of experience assisting clients across a variety of industries
in developing transformation and business plans, managing liquidity, negotiating with
stakeholders, driving the process to sell businesses or underperforming assets and secure
financing, negotiating critical supplier contracts, and designing and implementing working
capital management initiatives. Mr. McDonagh specializes in serving as a trusted advisor
to C-suites and boards of directors in complex, high-stake turnarounds. He has a track
record of success in managing multiple constituencies and driving results in the most
difficult situations. Prior to joining FTI, Mr. McDonagh served in the U.S. Peace Corps, and
received a BA in economics and mathematics fromYale University.
Patrick McFall is a manager in PwC’s deal group, focusing on advising clients through
mergers and acquisitions (M&A). He is a military veteran and accomplished leader with a
proven ability to evaluate business strategies and identify prospective areas of increased
profitability and revenue generation. He has over 12 years of experience advising Fortune
500 companies and private equity clients on a broad range of issues, including M&A and
corporate strategy, commercial and operational due diligence, data-driven marketing
strategy, post-merger integration, corporate long-range planning, and operational
effectiveness.
Tripp McLeod is a managing director within CBIZ CMF’s transaction advisory services
practice. He has extensive experience assisting clients with M&A activities, including buy-
side and sell-side financial due diligence, and transition services agreement development for
carve-out transactions. He leads engagement teams and assists clients with M&A activities
for hundreds of transactions across a broad spectrum of industries. Prior to CBIZ CMF,
Mr. McLeod was a Senior Associate in Ernst &Young LLP’s audit practice. He holds a BS
in commerce (accounting concentration) and an MS in accounting from the University of
Virginia.
Alban Meteyer is head of Chiron Financial’s European Investment Banking team. He has
extensive experience advising distressed and non-distressed public and private middle
market companies in Europe and the United States.Additionally, he has worked with private
equity firms, family offices, and other investors, credit funds, secured lenders, bondholders,
and other creditor groups in national and multinational bankruptcy cases and out-of-court
restructurings. He has advised clients on raising debt and equity capital and the acquisition
or sale of companies or operating divisions in a distressed and non-distressed environment.
In addition to leading M&A, private placement, valuation, and strategic advisory client
engagements, he also spearheads new business development efforts in France, the United
Kingdom, Germany, and the Benelux countries. He brings a facility with three languages.
Kevin Meyer is principal at Churchill Asset Management LLC. He joined Churchill Asset
Management in 2015 and currently serves as principal with over seven years of experience
in middle market leveraged finance. Previously, Mr. Meyer was an assistant vice president and
underwriter at GE Capital, a financial services institution that is focused on making direct
senior, middle market loans. Prior to GE Capital, Mr. Meyer worked in sports marketing and
event management at FIFA. Mr. Meyer graduated from Fordham in 2008 with a BA in finance
and minor concentration in economics. He received his MBA with specializations in finance
and international business from Fairfield University’s Dolan School of Business in 2012.
Alex Miller is a managing director with FMI Capital Advisors, Inc., FMI Corporation’s
registered Investment Banking subsidiary. He works with engineering and construction
industry firms domestically and internationally, focusing on mergers and acquisitions (seller
and buyer representation), growth strategy, ownership transfers, and valuations. Mr. Miller
has written numerous articles on M&A trends in the E&C industry and speaks to industry
groups about industry trends, M&A, international interest in the U.S. construction market,
and ownership transfer issues. Prior to joining FMI, he was with River Capital. Prior to River
Capital, he was with Raymond James’ Investment Banking Group.

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Andrew More is a director at BlueStoneVenture Partners. He is an experienced
investment professional with a background in early and late-stage investing. He is
responsible for leading diligence activities on potential investments in addition to
managing other portfolio and internal fund activities. Prior to BlueStone, Mr. More was an
investment fellow at the University ofVirginia Seed Fund where he performed diligence
on early-stage startups. He was also a senior associate atTregaron Capital, a Palo Alto-
based PE fund, where he executed leveraged buyouts across a variety of industries. Mr.
More received a BSBA from the University of Arizona and a MAcc from the University of
Southern California. He also has an MBA with a triple concentration in entrepreneurship,
investment banking, and asset management from the University ofVirginia Darden School of Business.
Olivia Moran is an executive director at Capstone Headwaters. She joined the firm in
2011 as an intern and was quickly hired as a full-time analyst where she was responsible
for all aspects of deal execution. In a few short years, she was promoted to vice president
of investment banking operations - overseeing all banking activities for the firm. She was
and remains responsible for resource allocation, workflow management, and interacting
daily with industry practice teams and buyers regarding each step of a transaction. In
2018, when Capstone Partners and Headwaters MB joined to become a combined firm,
Ms. Moran played a crucial role in that integration. She has most recently been promoted
to Executive Director and will play a central role in the senior planning, execution, and
tracking team. She received her BSBA from the University of Denver, Daniels College of Business and is a
FINRA - Series 79 registered Investment Banking Representative.
Gabriel Morgan is a partner in Weil’s Business Finance & Restructuring department.
Mr. Morgan’s practice covers all aspects of domestic and international corporate
restructuring, crisis management and governance, and distressed financings and
acquisitions. Mr. Morgan’s practice covers all aspects of domestic and international
corporate restructuring, crisis management and governance, and distressed financings
and acquisitions. He has experience with teams advising creditors and debtors in a
variety of industries including real estate, airlines, shipping, energy and power generation,
automotive, and financial services.
Jamie Moser is a partner at Joele Frank,Wilkinson Brimmer Katcher. She joined Joele Frank
in 2001 and has spent her entire career at the firm. Over the last 18 years, she has worked
with companies of all sizes and in a diverse range of industries to devise communications
strategies. She provides strategic counsel and support to companies on a host of different
subjects, including friendly and unsolicited M&A, shareholder activism, investor relations and
public relations, crisis communications, and other corporate governance related issues. Ms.
Moser works closely with her clients to refine their message and structure a program to
ensure consistent and effective communications to all stakeholders, including shareholders,
employees, customers, regulators, and more. She received a BA in American studies from
Cornell University. Ms. Moser is on the Board of Directors of Mobilization for Justice.
Vlad Moshinsky is a vice president of Miller Buckfire, which he joined in 2013. During his
tenure at Miller Buckfire, Mr. Moshinsky has advised companies, municipalities, creditors,
and equity constituents in various industries through Chapter 7, 9, and 11 bankruptcy
filings, out-of-court restructurings, special-situations, exchange offers, amendments
and other capital structure and M&A alternatives. Prior to joining Miller Buckfire, Mr.
Moshinsky was a senior consultant at American Appraisal Associates, a division of Duff
& Phelps, within their financial valuation group. His other professional experiences
include financial and strategic roles at Credit Suisse, Unilever and Cyest Corporation. Mr.
Moshinsky holds an MBA with high distinction from the Ross School of Business at the
University of Michigan and a BS in finance, with honors, from Rutgers Business School in New Brunswick, NJ.
Amanda Norcross is a partner in Nelson Mullins’ corporate group, and her practice
focuses on mergers and acquisitions. She is a rising star at the AmLaw 100 law firm
Nelson Mullins Riley & Scarborough LLP, which she joined in 2011. Ms. Norcross is co-
chair of the Nelson Mullins Human Capital Management Industry Group and chair of
the firm’s M&A Group Diversity & Inclusion Committee. Ms. Norcross is a mentor to,
role model for, and advocate for up-and-coming legal and business professionals. She is
an avid marketer and a strategic connector of people. She also is an active supporter of
charitable causes and a wife and a mother of Alex (6) and Samantha (4). Ms. Norcross
earned her JD, cum laude, from University of Georgia School of Law in 2005. She
graduated from the Georgia Institute of Technology with highest honors in 2002 with a BS in management.
Claire O’Neill is a senior manager inWest Monroe Partners’ mergers & acquisitions practice,
based in Chicago.She has 15 years of experience working with private equity and portfolio
company clients across software,services,and other technology sectors.Ms.O’Neill acts in
several advisory roles for her clients,including delivering market and operational due diligence
advisory services and post-investment value creation services (e.g.,developing new service
offerings,performing business planning,and leading cross-functional work streams in executing
initiatives).Over the course of her career,she has worked with a range of technology
companies to drive outstanding performance for clients related to their subscription,
services,customer success,and cloud transformations.Ms.O’Neill earned a Master of
BusinessAdministration degree fromThe University of Chicago Booth School of Business,with concentrations in
entrepreneurship and finance,and a Bachelor ofArts degree in Economics from Boston College.
Congratulations to our Partner
Jamie Moser
and the other Emerging
Leaders Award recipients
We salute Jamie for her many achievements

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34
#2019ELNY
AD
Mr. and Mrs. Van and
Francine Durrer, Annie Li
and Skadden’s Corporate
Restructuring Team wish
to congratulate
Kyle Ortiz
Emerging Leaders Award Recipient
James Oh is a partner atTransom Capital Group in Los Angeles, CA. He is responsible
for sourcing investment opportunities, conducting due diligence, executing transactions,
and monitoring portfolio companies including financial/operational oversight and capital
structure. Prior to joiningTransom Capital, Mr. Oh was a principal atThe Gores Group
conducting due diligence, executing corporate finance transactions, and managing capital
markets activities and relationships with capital providers globally. Prior toThe Gores
Group, Mr. Oh was a vice president in the Loan Originations and Loan Sales & Syndications
Groups atWells Fargo Capital Finance. Prior toWells Fargo, he was an associate at Rizvi
Traverse Management, a Los Angeles based private equity firm and a senior associate in the
Transaction Services Group at PricewaterhouseCoopers LLP. Mr. Oh earned a BA in international economics
from the University of California at Los Angeles. He is a Certified Public Accountant.
Christine Okike is a partner in Skadden’s corporate restructuring practice and has been
at the center of many of the firm’s largest and most complex matters. She represents
debtors, creditors, equity holders, investors, sellers, purchasers, and other parties-in-interest
in all stages of complex restructuring transactions, including prepackaged, prearranged,
and traditional Chapter 11 cases, out-of-court workouts, distressed acquisitions, and
cross-border proceedings. She has a broad range of experience across industries,
including automotive, sports, entertainment, retail, energy, real estate, financial institutions,
transportation, travel, health care, printing, tax, media, and telecommunications. Ms. Okike
was named an “OutstandingYoung Restructuring Lawyer” byTurnarounds &Workouts in
2018. In 2017, she was inducted into the International Insolvency Institute NextGen Leadership Program and
was selected as an emerging leader in the American Bankruptcy Institute’s inaugural 40 Under 40 initiative.
Kyle Ortiz is a partner with Togut, Segal & Segal LLP in NewYork and has represented
debtors in some of the largest and most complex chapter 11 cases of the past decade
including Pacific Drilling,Westinghouse,Toisa, SunEdison,Aeropostale,American Airlines,
and Lehman Brothers Holdings, Inc. Mr. Ortiz’s pro bono work has been recognized
by both the Legal Aid Society and the NewYork State Bar Association. His current
debtor clients include Synergy Pharmaceuticals and Trident Healthcare. Mr. Ortiz is a
frequent lecturer and author on a range of bankruptcy topics. In 2018, Mr. Ortiz was
named by the American Bankruptcy Institute as one of its 40 Under 40 rising stars in the
restructuring community and by Finance Monthly as Restructuring Lawyer of theYear. Mr.
Ortiz received his JD degree in 2009 from the University of Chicago Law School where he was an Edmund
Spencer Scholar.
Ahmed Osman is partner & co-head of investment banking at deNovo Corporate
Advisors. He has over 17 years of investment banking experience, nine in London and
eight in the MENA region. Mr. Osman joined deNovo from Morgan Stanley, where he
was an executive director in the European Financial Institutions Group (FIG) team
based in London. Prior to that, he was in the investment banking division of Morgan
Stanley’s Dubai office focusing on covering MENA real estate companies and executing
M&A transactions in various sectors. Mr. Osman also worked in the investment banking
divisions of UBS, Merrill Lynch, and Citigroup. He has extensive investment banking
experience, having advised on over $70 billion of disclosable M&A, debt, and equity
related transactions.
Ramone Param is a director at Equiteq. He leads the firm’s global thought leadership and
research function covering the latest trends across Equiteq’s industry coverage sector.
Mr. Param developed a series of reports and research that have defined the knowledge
economy and M&A within it.The reports clearly articulate deal trends and investors
across the space, particularly the consulting and IT services segments. He is now
responsible for maintaining the production of Equiteq’s cutting-edge industry research
to support its growing global M&A team. Mr. Param started his career as an analyst at
Macquarie Bank and subsequently joined PwC’s corporate finance business, where he was
a founding member of PwC Global Corporate Development.

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#2019ELNY #2019ELNY
2019 M&A ADVISOR SUMMIT
THE FUTURE OF FINANCE
FEATURING THE 18TH ANNUAL M&A ADVISOR AWARDS
NOVEMBER 19, 2019 . NEW YORK, NY
Christina Pearson is a partner at Pillsbury’s corporate practice and represents companies
in every stage of their life cycle, from start-up to maturity, and counsels her clients through
liquidity transactions such as venture capital financings, mergers and acquisitions, and initial
public offerings. Ms. Pearson works extensively with private companies, providing guidance
on incorporation, corporate governance, capital raising, securities laws, and transactional
matters. She also regularly assists public companies in their public and other equity offerings,
acquisitions, corporate governance, and periodic reporting matters. Much of Ms. Pearson’s
practice focuses on advising emerging growth clients, such as ACCO Semiconductor,Aerion
Corporation, BlueStack Systems, Cavendish Kinetics, Curtana Pharmacueticals, Dyndrite,
Inc., Feastly, Inc., Unite Genomics,VerdigrisTechnologies, andWestward Leaning.
Dan Peltz is a partner in RSM’s transaction advisory services practice, providing
financial due diligence services to private equity investors and corporate acquirers.
His industry experience includes industrial and consumer products, health care,
and business services. Mr. Peltz has more than 15 years of accounting and finance
experience, working in several major markets including Philadelphia and NewYork City.
Prior to joining RSM in 2013, he spent two years working in finance and operations
for a global private equity firm and seven years with a Big Four firm, most recently as a
manager in their transaction services group.
Phil Pizzurro currently serves as managing director for Generational Capital Markets
(GCM) in Chicago where he oversees Midwest M&A activity working directly with
privately held, middle market business owners in developing and executing their exit
strategy goals. Since joining the firm as aValuation Associate in 2009, he was promoted to
Vice President in Generational’s broker dealer division where he worked for four years
before being promoted to managing director of the Chicago office where he oversees
Midwest M&A activity for GCM. Mr. Pizzurro holds a Bachelor of Science degree from the
University of Texas at Dallas, is a Chartered Financial Analyst (CFA) Charterholder, and
a Chartered Alternative Investment Analyst (CAIA) Charterholder.Additionally, he holds
series 79 and 63 FINRA securities licenses.
Bill Pollatos is a partner in Grant Thornton’s transaction services practice with more
than 16 years of experience. He has specialized industry expertise in the technology
sector and leads the firm’s M&A technology team as well as its most significant
technology transactions. Mr. Pollatos’ specific experience includes leading buy-side and
sell-side financial due diligence engagements and other transaction-related services
for private equity and strategic investors. He also has experience performing carve-
outs, modelling, post-merger integration projects, financial statement audits for public
and privately held companies, purchase price allocations, and initial public offerings. Mr.
Pollatos has led hundreds of due diligence engagements with enterprise values ranging
from $5 million to over $1 billion.
Paul Procops serves as a vice president for Merger & Acquisition Services (M&A). His
responsibilities include deal origination and process management, financial analysis, research,
and client support. Mr. Procops has worked on over 75 transactions since joining the firm
in 2009, including assisting Aquarian LP in the acquisition of Investors Heritage Capital
Corporation, Progressive in the acquisition of Blue Hill Specialty, and Allianz Life in the
divestiture of Allianz Life and Annuity Company to Munich Re. Prior to joining M&A, Mr.
Procops interned for Citigroup, Merrill Lynch, andTradition Financial Services. Mr. Procops
earned his BA degree in managerial economics from Union College. He holds the FINRA
Series 7, 79, and 63 licenses. Mr. Procops is an avid golfer and was a collegiate level swimmer.
Bharat Ramprasad is a managing director in the Diversified Industries Group at Stifel,
Nicolaus & Company, Inc. (“Stifel”), where he leads the firm’s efforts in the industrial
technology sector. Prior to joining the Diversified Industries group, Mr. Ramprasad co-
founded the Strategic Advisory Group within Stifel’s M&A practice. Mr. Ramprasad joined
Stifel in 2005 as part of Stifel Financial’s acquisition of Legg Mason Capital Markets, where he
had been a member of the investment banking department since 2002. Prior to joining Legg
Mason, Mr. Ramprasad served in the Equity Research department at PNC Financial Services
Group. He received a Bachelor of Science, with honors, fromVillanova University, where he
double majored in finance and management information systems and minored in French.
Brian Rassel is a vice president, private equity, at Huron Capital and serves on Huron’s deal
execution team, responsible for all aspects of analyzing, acquiring, capitalizing, operationally
improving, and exiting the firm’s equity investments. He has earned a reputation for the
ability to establish a rapport with sellers at the outset that helps later when complicated
issues inevitably threaten to stall discussions. Since being promoted toVP, he has applied
his combination of interpersonal skills, creative problem solving, and financial acumen to
11 acquisitions, two exits, and several refinancing deals.The deals have spanned multiple
industries, including IT, business services, energy management, manufacturing, specialty foods,
and consumer goods. Mr. Rassel has BA in International Relations, cum laude, fromTufts
University; an MBA, with high distinction, from the University of Michigan, and an MS in sustainable systems and
industrial ecology from the University of Michigan, where he was a Mertz Fellow.
Rachael Ringer is an associate at Kramer Levin Naftalis & Frankel LLP. She has
been involved in some of the nation’s largest and most complex bankruptcies and
restructurings across a diverse range of industries, including retail, financial services, oil
and gas services, shipping, automotive, manufacturing, and health care. She joined the
prominent bankruptcy practice at Kramer Levin after graduating from law school in
2010 and now plays an essential role on many of the group’s most high-profile matters.
Ms. Ringer earned her JD, cum laude, from Hofstra Law School, where she was managing
editor of Articles of the Hofstra Law Review and the recipient of the ABI 2010 Medal
of Excellence in Bankruptcy, the Benjamin Weintraub and Alan Resnick Bankruptcy Law
Award, the Carl Lustig III Award for Outstanding Performance in Tort Law, and the Citation of Excellence in
Bankruptcy Law.

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#2019ELNY #2019ELNY
Charles A. Roberts, Jr. is a partner in the Birmingham office of national law firm Bradley.
He advises private equity companies in leveraged buyouts and portfolio company
acquisitions. He also advises real estate developers and sponsors in joint ventures, fund
formation, and capital raises.When Mr. Roberts initially launched his practice, he spent
significant time handling corporate and securities work, though private equity and real
estate development now comprise the majority of his practice. He has experience with
34’ Act reporting compliance, public debt and equity offerings, and corporate governance
matters. He earned his JD, cum laude, from the University of Georgia School of Law, and
his BS, cum laude, from Clemson University.
Gideon Rosenbaum is a director in the corporate restructuring practice at B. Riley
FBR.With over 10 years of financial advisory experience, he has advised leveraged
and distressed corporate clients, institutional, and other investing clients in a broad
range of transactions including capital raising, M&A, exchange offers, and Chapter 11
reorganizations. His responsibilities include the preparation and review of business plans,
financial projections, valuation analyses, cash flow forecasts; the evaluation and negotiation
of restructuring proposals, strategic alternatives, debtor-in-possession financing facilities,
and plans of reorganization; and the analysis of creditor claims and projected recoveries
under various operating and restructuring scenarios. Prior to joining B. Riley FBR in 2016,
Mr. Rosenbaum was a senior associate in PwC’s U.S. business recovery services practice and held various
roles at Merrill Lynch and Barclays. He received his BA from Brandeis University.
Erika Ruiz is the marketing & design director for Longnecker & Associates. She oversees
all aspects of the firm’s marketing communications and campaigns as well as overall
branding and image. She has extensive experience in advertising and works closely with
the executive team to design and implement marketing strategies including campaigns,
print, and digital marketing, events, and public relations. Mrs. Ruiz holds a degree in graphic
design from The Art Institute of Houston.
www.brileyfin.com
NADSAQ:RILY
CONGRATULATIONS
GIDEON ROSENBAUM,
RECIPIENT OF THE M&A ADVISOR
2019 EMERGING LEADERS AWARD
B. Riley FBR provides corporate finance, research and sales and trading to corporate,
institutional and high-net worth individual clients. Mr. Rosenbaum is a member of a
nationally recognized team of restructuring professionals, providing defensive and proactive
advisory services focused on corporate reorganization, strategic planning, and liquidity
evaluation to companies, investors and creditors.
38
#2019ELNY
Kramer Levin Naftalis & Frankel LLP
1177 Avenue of the Americas
New York, NY 10036
www.kramerlevin.com
Kramer Levin congratulates
our associate
Rachael Ringer
recipient of the
M&A Advisor’s 10th Annual
Emerging Leaders Award.

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#2019ELNY #2019ELNY
Chris Ryall is managing director of the financial communications practice at Finsbury
where he specializes in advising leading multinational corporations on complex, cross-
border mergers & acquisitions. He has advised clients on transactions worth more than
$300 billion, including Takeda in its $78b acquisition of Shire and Express Scripts in its
$67b sale to Cigna.A 2010 graduate of the University of Cape Town, Mr. Ryall began his
career as a corporate development analyst at global mining company Anglo American.
He joined Finsbury’s London office in 2012 before moving to NewYork in 2014 to help
scale the firm’s U.S. M&A practice, at the request of Finsbury’s chairman, Roland Rudd. In
2018, at age 31, Mr. Ryall was promoted to managing director and elected to PR Week’s
40 Under 40 class.
Juan “J.P.” Santos is a senior deal associate at Benchmark International. Originally from El
Paso,Texas, he earned his undergraduate degree from Southern Methodist University in
Dallas,Texas, graduating with a Bachelor of Science degree in Economics with an emphasis
on finance. J.P.’s passion for business began at a young age. He grew up surrounded by
entrepreneurs that were continually inventing creative solutions to address problems
within various markets. J.P. began his career in traditional banking as a commercial
underwriter and loan officer. He worked closely with business owners to provide debt
which allowed them to expand their businesses.As a senior deal associate, J.P. helps
business owners not only expand their business through an equity partner, but he also
provides solutions for business owners to exit their business. J.P. has an eye for a deal and will find creative
ways to successfully get a deal across the line.
Derick Schaudies is managing director at Leonis Partners. He started his career as an
M&A attorney with Morgan Lewis, where he learned the intricate legal details and minutia
underpinning transactions from some of the largest transactions in the world. In 2013,
he co-founded Leonis Partners, an investment bank, with his high school friend, Robert
Koven. Mr. Schaudies grew the firm to over 22 successful clients in the last few years, each
time leveraging his financial, legal, and strategic acumen.While he specifically focuses on
software and technology, his clients cover a wide range of verticals including healthcare
IT, retail and hospitality, infrastructure, fintech, adtech, FedIT, and broader information
technology. He advises both boot-strapped and well-funded technologists as well as major
corporations in their strategic objectives.
Marc D. Schein is National Cyber Center of Excellence Co-chair with Marsh & McLennan
Agency. He is a seasoned Certified Insurance Counselor with experience serving multiple
industries, including cyber security, technology, reps and warrantees, retail, e-commerce,
healthcare, and financial institutions. His risk management experience includes cyber
security, cyber insurance, technology directors and officers, employment practices liability,
errors & omissions, property, casualty, crime, and workers’ compensation. A sought-after
speaker and panelist on data breaches and cyber security, Mr. Schein has spoken before
members of Congress and leaders in the aviation industry on Capitol Hill regarding the
issues and costs of cyber breaches, and how to properly transfer risk to ensure that an
organization or business is properly protected from what might otherwise be devastating recovery costs.
Breia Schleuss is a partner at Faegre Baker Daniels. She represents commercial and
investment banks, financial institutions, and public and private companies in connection
with widely syndicated, club, and single-bank loan transactions including acquisition
finance, asset-based credit facilities, real estate financings, senior and mezzanine debt
financings, and other complex debt facilities. Ms. Schleuss was named a Top Woman in
Finance by Finance & Commerce and a Rising Star by Minnesota Super Lawyers. She
serves on the Business Finance Advisory Board of WomenVenture; as president-elect of
Minnesota Women Lawyers; and on the boards of directors of the National Conference
of Women’s Bar Associations and the Cowles Center for the Performing Arts. She was
recently named co-chair of FaegreBD’s Food and Agribusiness Industry team.
Mehmet Sengulen is a partner and managing director at UHY LLP. He has more than
seventeen years of diversified public and private accounting experience working with
clients in the manufacturing & distribution, technology, telecommunications, oil & gas, and
financial services industries. Mr. Sengulen is a frontrunner in the national SEC Practice as
well as one of the leaders of the Transaction Advisory Practice Group. Currently, as part
of his role in that group, Mr. Sengulen specializes in buy-side and sell-side advisory services
for his strategic and private equity clients for a full spectrum of transactions ranging from
acquisitions, divestitures, carve outs, and financing transactions. He is a trusted advisor
for his corporate venture capital, private equity, and serial acquirer clients through over
30 transactions completed during his tenure at UHY. Mr. Sengulen received both his Bachelor of Science and
Master of Business Administration degrees from St. John’s University.
Robert Shilton is a vice president for Kayne Anderson Capital Advisors’ growth
equity activities. He is primarily responsible for identifying and analyzing investment
opportunities. He also assists with the monitoring of portfolio companies and deal
execution. Mr. Shilton graduated, cum laude, with a BA in sociology from the University of
Pennsylvania.
on being named one of
The M&A Advisor’s
Emerging Leaders
AUDIT | TAX | ADVISORY
www.uhy-us.com