Corporate Finance Associates- Houston. Investment Bankers to the Middle Market. "We put money to work for people buying, building, selling and investing in businesses...so that we help create value in deploying capital."
Regency Capital Partners Marketing Jan 09Mark Hill
Regency Capital Partners provides strategic and financial advisory services including mergers and acquisitions, capital raising, and management consulting. The firm was founded in 2001 and leverages the expertise of its principals who have extensive experience with investment banks, law firms, and large corporations. Regency advises growing companies and assists with transactions, strategic planning, and new business formation and sales.
Partner in the firm's Corporate & Securities Group, Steven Weiss, presents 'Planning for a Liquidity Event' at AM&AA 2014 Summer Conference with Roger Schoenfeld from Cross Keys Capital.
“Evolve: Capturing Opportunities in Today’s Market” was the theme of Alliance of Merger & Acquisition Advisor’s (AM&AA) 2014 Conference. This presentation discusses preparing for a transaction, understanding the M&A process, choosing advisors, and more.
Hunter Wise Presentation for Corporate Finance Advisory ServicesRalph Liu
Hunter Wise Financial Group is a leading middle-market investment banking firm that provides corporate finance and M&A advisory services to middle market companies. It has over 40 professionals across 12 domestic offices and 1 international office. Hunter Wise has decades of experience in managing over 1,000 M&A transactions for companies up to $200 million in revenue. The firm focuses on serving companies with strong earnings of over $2 million and can offer clients direct access to capital sources for transactions.
Granite Financial Advisors is a Maryland-based investment bank that serves middle market companies. It offers mergers and acquisitions advisory, corporate finance services, corporate restructuring and workouts, and financial and strategic advisory. The firm represents buyers and sellers in M&A deals and sources equity and debt financing for clients. It also advises boards of directors on corporate finance decisions. Granite has expertise in industries like government contracting, IT, industrials, financial services, and business services. The firm follows a proven process for sell-side M&A transactions that involves understanding objectives, planning, marketing, evaluating offers, and negotiating deals. It also takes a disciplined four-phase approach to buy-side M&A
Accomplished attorney with extensive experience in managing outside counsel. Expert in representing Fortune 500 and international companies in multibillion-dollar business, corporate, and tax-related transactions and dispute resolution. Excels in mergers and acquisitions, divestitures, reorganizations, and post-acquisition integration processes for a wide variety of international entities. Knowledgeable in private practice, business consulting, government, and academic matters
The document is a presentation from Indian River Advisors, a mid-market corporate development and investment banking firm. It introduces the firm and its team, which has experience in corporate operations, mergers and acquisitions, and capital formation. Indian River provides strategic consulting and investment banking services to help clients maximize their enterprise value. The firm's approach is research-driven and focuses on achieving results for clients.
Regency Capital Partners Marketing Jan 09Mark Hill
Regency Capital Partners provides strategic and financial advisory services including mergers and acquisitions, capital raising, and management consulting. The firm was founded in 2001 and leverages the expertise of its principals who have extensive experience with investment banks, law firms, and large corporations. Regency advises growing companies and assists with transactions, strategic planning, and new business formation and sales.
Partner in the firm's Corporate & Securities Group, Steven Weiss, presents 'Planning for a Liquidity Event' at AM&AA 2014 Summer Conference with Roger Schoenfeld from Cross Keys Capital.
“Evolve: Capturing Opportunities in Today’s Market” was the theme of Alliance of Merger & Acquisition Advisor’s (AM&AA) 2014 Conference. This presentation discusses preparing for a transaction, understanding the M&A process, choosing advisors, and more.
Hunter Wise Presentation for Corporate Finance Advisory ServicesRalph Liu
Hunter Wise Financial Group is a leading middle-market investment banking firm that provides corporate finance and M&A advisory services to middle market companies. It has over 40 professionals across 12 domestic offices and 1 international office. Hunter Wise has decades of experience in managing over 1,000 M&A transactions for companies up to $200 million in revenue. The firm focuses on serving companies with strong earnings of over $2 million and can offer clients direct access to capital sources for transactions.
Granite Financial Advisors is a Maryland-based investment bank that serves middle market companies. It offers mergers and acquisitions advisory, corporate finance services, corporate restructuring and workouts, and financial and strategic advisory. The firm represents buyers and sellers in M&A deals and sources equity and debt financing for clients. It also advises boards of directors on corporate finance decisions. Granite has expertise in industries like government contracting, IT, industrials, financial services, and business services. The firm follows a proven process for sell-side M&A transactions that involves understanding objectives, planning, marketing, evaluating offers, and negotiating deals. It also takes a disciplined four-phase approach to buy-side M&A
Accomplished attorney with extensive experience in managing outside counsel. Expert in representing Fortune 500 and international companies in multibillion-dollar business, corporate, and tax-related transactions and dispute resolution. Excels in mergers and acquisitions, divestitures, reorganizations, and post-acquisition integration processes for a wide variety of international entities. Knowledgeable in private practice, business consulting, government, and academic matters
The document is a presentation from Indian River Advisors, a mid-market corporate development and investment banking firm. It introduces the firm and its team, which has experience in corporate operations, mergers and acquisitions, and capital formation. Indian River provides strategic consulting and investment banking services to help clients maximize their enterprise value. The firm's approach is research-driven and focuses on achieving results for clients.
Hartwick Capital can assist your company with; needed growth capital, M&A advisory services or merchant banking opportunities. Please feel free to contact us at your convenience so we can share how we can help you accomplish your goals.
B Catalyst Powerpoint Introduction Templatecrichards12
bCatalyst Advisors is a leading mergers and acquisitions advisory firm. The presentation provides an overview of the company's history and services, including M&A advisory, valuation, financial consulting, and strategic consulting. It also introduces the team of experienced professionals and discusses recent transactions and consulting projects. In addition, it covers the current M&A climate, debt markets, economic indicators, and industry and market outlooks.
This document summarizes a webcast on raising capital for companies. It introduces the moderator, panelists and organizer. The major topics to be discussed are: assessing capital requirements; uses of capital; legal and financial reporting requirements; valuation; debt vs equity; deal structure; maintaining control; types of investors; and the process of raising capital. The first panelist provides an overview of sources of private capital for different stages of high-tech/social media companies and conventional companies, including friends/family, venture capital, and private equity firms.
This document discusses strategies for in-house lawyers to fuel their path to leadership. It identifies 8 key strategies:
1) Self-awareness - Understand strengths/weaknesses through self-assessment and feedback.
2) Understanding organizational culture - Know what makes leaders successful in your company.
3) Developing and refreshing a career plan - Have a detailed map to guide development; update it regularly.
4) Leveraging an authentic personal brand - Strategically promote expertise to help career and company.
5) Linking brand and career plan - Connect brand-building to goals for greater impact of both efforts.
6) Building internal/external networks - Leverage supporters and advisors to accelerate progress.
The document discusses strategies for growing a business through acquisitions. It outlines the benefits of acquiring other companies such as gaining new talent, customers, and technologies. This allows businesses to exceed their organic growth rate. The document then provides details on identifying target companies, conducting due diligence, negotiating deals, and integrating acquisitions. It emphasizes the importance of proper planning, execution, and people integration for acquisition success.
The Madison-Davis Group_Brochure_2_19_15Wayne Plump
The Madison-Davis Group is an executive search firm that services the financial services and Fortune 500 industries. They employ teams with expertise in equipment leasing, operational excellence, corporate finance, and financial compliance. In fiscal year 2014, they generated $6.5 million in fee income. Their search process involves establishing criteria, developing candidate lists, qualifying candidates, and conducting interviews. They have expertise in various functional areas and recently placed candidates in compliance, equipment leasing, operational excellence, and corporate finance roles.
This resume is for a senior corporate counsel with over 30 years of experience in commercial, technology licensing, international, compliance, litigation, and contracts. They have negotiated over $300 million in contracts for a $2 billion international turbine manufacturer. As a key member of the Ethics & Compliance Committee, they counsel C-level executives and support the General Counsel in developing strategies. They ensure adherence to compliance to limit risk exposure and liability for the company. The counsel has extensive experience drafting and negotiating complex international contracts and deals, as well as implementing best practices, training programs, and risk assessment guidelines for compliance.
07.19.2018 Understanding the Sell Side M&A Process for a Private CompanyExpert Webcast
Major Topics:
M&A market overview
Corporate and shareholder readiness
Assembling the deal team
Legal issues
Investment banking process
Types of buyers
Deal structures
Due diligence
Capitalizing on “hidden” assets – life insurance
Tax and other incentives available
M&A insurance
This document summarizes two job opportunities at prestigious law firms. The first is for a 2008 Latin American Project Finance Associate position in Washington DC or New York requiring Spanish fluency, project finance experience, and Latin American experience. The second opportunity is for 1998-1978 Banking and Finance Partners in Chicago with lender client relationships and experience. Both roles offer opportunities to work with established clients and teams.
FinCorp is an investment banking firm established in Egypt in 1998 that provides services including mergers and acquisitions, private placements, IPOs, corporate bonds, loans, business valuation, and portfolio management. It has relationships with similar firms globally. The document provides an overview of FinCorp, its services, experience in sectors like real estate and manufacturing, and profiles of its professionals.
WHAT BUSINESS OWNERS NEED TO KNOW ABOUT SUCCESSFULLY TRANSITIONING THEIR COMPANYExpert Webcast
Business readiness and shareholder personal planning
Corporate legal planning
Tax and estate planning
Wealth management considerations
Potential buyers and transaction structures
Preparing for due diligence – self-diligence, quality of earnings, other
Post-transactions planning
Issues to anticipate
This document discusses growing a business through acquisitions. It outlines the benefits of pursuing growth through acquisitions compared to organic growth. Acquisitions can substantially exceed organic growth rates by providing access to new talent, customers, markets, and technologies. The document then discusses common reasons why business owners pursue selling their companies and provides an overview of the typical acquisition deal timeline and process.
Teri Williams Smith has over 25 years of experience facilitating business opportunities between large and small businesses. She is currently the National Director of Small Business Strategies and S.M.A.R.T. for Tremco Inc., where she focuses on strategic alliances and sustainable business development. She also acts as a liaison between Tremco's legal and business groups. Williams Smith has a law degree from Georgetown University and is licensed to practice in California, the International Court of Trade, and the U.S. Supreme Court.
The document summarizes the key discussions and best practices for managing cross-border M&A deals that were shared at the 2015 Lex Mundi Summit. General counsel face many challenges in cross-border M&A including navigating complex regulations, cultural and regulatory asymmetries between jurisdictions, and ensuring successful post-merger integration. The Summit participants identified four important disciplines for general counsel: 1) effective relationship management with regulators and internal stakeholders; 2) clear communication and influence across the organization; 3) prudent process and project management; and 4) relentless focus on post-merger implementation. While much legal advice focuses on closing the deal, participants agreed that the hardest work begins after closing in integrating the two companies and ensuring promised
There is a key difference between tier-one/global law firms and mid-tier firms - tier-one firms are better at institutionalizing key client relationships and viewing clients as assets of the firm. In contrast, at mid-tier firms client relationships are often viewed as belonging to individual partners. Five reasons are provided for "client hoarding" at some firms: reward systems, power dynamics, legacy of relationships, distrust among colleagues, and a desire for control. Leadership commitment is needed to shift a firm's culture away from individual client ownership towards viewing clients as collective assets.
Linda Menzel is a highly accomplished general counsel with over 20 years of experience facilitating complex legal deals and transactions for fashion and lifestyle companies. She has a proven track record of driving global expansion and increased revenues through her work negotiating licensing agreements, mergers and acquisitions, and other transactions. Menzel is adept at building high-performing legal teams and forging cross-functional relationships to complete deals efficiently. She leverages her business acumen and legal expertise to deliver results and enable profitable growth opportunities for her clients.
A group of six financial advisers, including the former head of Barclays Wealth Management in the US, have left Barclays to form an independent financial advisory firm called Summit Trail Advisors. Summit Trail will have over $3 billion in client assets across offices in New York, Chicago, and San Francisco. The founding advisers aim to recruit more advisers nationally and build an in-house research team, distinguishing Summit Trail from other independent firms that outsource research. Their departure comes as Barclays sells its US wealth management business to Stifel Financial, with some Barclays advisers choosing to leave rather than join Stifel.
The document outlines key legal strategies for business owners to maximize the value of their company in a potential future sale. These strategies include properly incorporating the business, exercising caution when raising capital to avoid legal risks, perfecting title to key assets, protecting intellectual property, establishing reliable finance systems, and using well-drafted employment agreements. Implementing these strategies helps build a sustainable organization that is well-positioned for a strategic exit.
The document contains 4 poems by Ryan Bohnet exploring different themes. The first poem "Why me?" questions life's mysteries. The second poem "Life's Blank Page" is about overcoming obstacles and moving forward. The third poem "A Terrible Day" describes a bad day that ended with the speaker drowning. The final two poems are "Ode to Nature" praising nature's beauty, and "Life" comparing it to a hamster on a wheel.
- In 2010, the Open University saw over 6,000 iPhone users accessing their mobile interface and began developing mobile applications for Android and iPhone.
- A 2011 survey of over 500 students using the mobile interface found that 50% used it more than once a week primarily for accessing course news, reading forums, and studying on-the-go.
- Based on the survey results, the Open University redesigned their mobile interface to focus on the most used features like news and forums, improve navigation, and include more course materials in a cleaner interface.
Hartwick Capital can assist your company with; needed growth capital, M&A advisory services or merchant banking opportunities. Please feel free to contact us at your convenience so we can share how we can help you accomplish your goals.
B Catalyst Powerpoint Introduction Templatecrichards12
bCatalyst Advisors is a leading mergers and acquisitions advisory firm. The presentation provides an overview of the company's history and services, including M&A advisory, valuation, financial consulting, and strategic consulting. It also introduces the team of experienced professionals and discusses recent transactions and consulting projects. In addition, it covers the current M&A climate, debt markets, economic indicators, and industry and market outlooks.
This document summarizes a webcast on raising capital for companies. It introduces the moderator, panelists and organizer. The major topics to be discussed are: assessing capital requirements; uses of capital; legal and financial reporting requirements; valuation; debt vs equity; deal structure; maintaining control; types of investors; and the process of raising capital. The first panelist provides an overview of sources of private capital for different stages of high-tech/social media companies and conventional companies, including friends/family, venture capital, and private equity firms.
This document discusses strategies for in-house lawyers to fuel their path to leadership. It identifies 8 key strategies:
1) Self-awareness - Understand strengths/weaknesses through self-assessment and feedback.
2) Understanding organizational culture - Know what makes leaders successful in your company.
3) Developing and refreshing a career plan - Have a detailed map to guide development; update it regularly.
4) Leveraging an authentic personal brand - Strategically promote expertise to help career and company.
5) Linking brand and career plan - Connect brand-building to goals for greater impact of both efforts.
6) Building internal/external networks - Leverage supporters and advisors to accelerate progress.
The document discusses strategies for growing a business through acquisitions. It outlines the benefits of acquiring other companies such as gaining new talent, customers, and technologies. This allows businesses to exceed their organic growth rate. The document then provides details on identifying target companies, conducting due diligence, negotiating deals, and integrating acquisitions. It emphasizes the importance of proper planning, execution, and people integration for acquisition success.
The Madison-Davis Group_Brochure_2_19_15Wayne Plump
The Madison-Davis Group is an executive search firm that services the financial services and Fortune 500 industries. They employ teams with expertise in equipment leasing, operational excellence, corporate finance, and financial compliance. In fiscal year 2014, they generated $6.5 million in fee income. Their search process involves establishing criteria, developing candidate lists, qualifying candidates, and conducting interviews. They have expertise in various functional areas and recently placed candidates in compliance, equipment leasing, operational excellence, and corporate finance roles.
This resume is for a senior corporate counsel with over 30 years of experience in commercial, technology licensing, international, compliance, litigation, and contracts. They have negotiated over $300 million in contracts for a $2 billion international turbine manufacturer. As a key member of the Ethics & Compliance Committee, they counsel C-level executives and support the General Counsel in developing strategies. They ensure adherence to compliance to limit risk exposure and liability for the company. The counsel has extensive experience drafting and negotiating complex international contracts and deals, as well as implementing best practices, training programs, and risk assessment guidelines for compliance.
07.19.2018 Understanding the Sell Side M&A Process for a Private CompanyExpert Webcast
Major Topics:
M&A market overview
Corporate and shareholder readiness
Assembling the deal team
Legal issues
Investment banking process
Types of buyers
Deal structures
Due diligence
Capitalizing on “hidden” assets – life insurance
Tax and other incentives available
M&A insurance
This document summarizes two job opportunities at prestigious law firms. The first is for a 2008 Latin American Project Finance Associate position in Washington DC or New York requiring Spanish fluency, project finance experience, and Latin American experience. The second opportunity is for 1998-1978 Banking and Finance Partners in Chicago with lender client relationships and experience. Both roles offer opportunities to work with established clients and teams.
FinCorp is an investment banking firm established in Egypt in 1998 that provides services including mergers and acquisitions, private placements, IPOs, corporate bonds, loans, business valuation, and portfolio management. It has relationships with similar firms globally. The document provides an overview of FinCorp, its services, experience in sectors like real estate and manufacturing, and profiles of its professionals.
WHAT BUSINESS OWNERS NEED TO KNOW ABOUT SUCCESSFULLY TRANSITIONING THEIR COMPANYExpert Webcast
Business readiness and shareholder personal planning
Corporate legal planning
Tax and estate planning
Wealth management considerations
Potential buyers and transaction structures
Preparing for due diligence – self-diligence, quality of earnings, other
Post-transactions planning
Issues to anticipate
This document discusses growing a business through acquisitions. It outlines the benefits of pursuing growth through acquisitions compared to organic growth. Acquisitions can substantially exceed organic growth rates by providing access to new talent, customers, markets, and technologies. The document then discusses common reasons why business owners pursue selling their companies and provides an overview of the typical acquisition deal timeline and process.
Teri Williams Smith has over 25 years of experience facilitating business opportunities between large and small businesses. She is currently the National Director of Small Business Strategies and S.M.A.R.T. for Tremco Inc., where she focuses on strategic alliances and sustainable business development. She also acts as a liaison between Tremco's legal and business groups. Williams Smith has a law degree from Georgetown University and is licensed to practice in California, the International Court of Trade, and the U.S. Supreme Court.
The document summarizes the key discussions and best practices for managing cross-border M&A deals that were shared at the 2015 Lex Mundi Summit. General counsel face many challenges in cross-border M&A including navigating complex regulations, cultural and regulatory asymmetries between jurisdictions, and ensuring successful post-merger integration. The Summit participants identified four important disciplines for general counsel: 1) effective relationship management with regulators and internal stakeholders; 2) clear communication and influence across the organization; 3) prudent process and project management; and 4) relentless focus on post-merger implementation. While much legal advice focuses on closing the deal, participants agreed that the hardest work begins after closing in integrating the two companies and ensuring promised
There is a key difference between tier-one/global law firms and mid-tier firms - tier-one firms are better at institutionalizing key client relationships and viewing clients as assets of the firm. In contrast, at mid-tier firms client relationships are often viewed as belonging to individual partners. Five reasons are provided for "client hoarding" at some firms: reward systems, power dynamics, legacy of relationships, distrust among colleagues, and a desire for control. Leadership commitment is needed to shift a firm's culture away from individual client ownership towards viewing clients as collective assets.
Linda Menzel is a highly accomplished general counsel with over 20 years of experience facilitating complex legal deals and transactions for fashion and lifestyle companies. She has a proven track record of driving global expansion and increased revenues through her work negotiating licensing agreements, mergers and acquisitions, and other transactions. Menzel is adept at building high-performing legal teams and forging cross-functional relationships to complete deals efficiently. She leverages her business acumen and legal expertise to deliver results and enable profitable growth opportunities for her clients.
A group of six financial advisers, including the former head of Barclays Wealth Management in the US, have left Barclays to form an independent financial advisory firm called Summit Trail Advisors. Summit Trail will have over $3 billion in client assets across offices in New York, Chicago, and San Francisco. The founding advisers aim to recruit more advisers nationally and build an in-house research team, distinguishing Summit Trail from other independent firms that outsource research. Their departure comes as Barclays sells its US wealth management business to Stifel Financial, with some Barclays advisers choosing to leave rather than join Stifel.
The document outlines key legal strategies for business owners to maximize the value of their company in a potential future sale. These strategies include properly incorporating the business, exercising caution when raising capital to avoid legal risks, perfecting title to key assets, protecting intellectual property, establishing reliable finance systems, and using well-drafted employment agreements. Implementing these strategies helps build a sustainable organization that is well-positioned for a strategic exit.
The document contains 4 poems by Ryan Bohnet exploring different themes. The first poem "Why me?" questions life's mysteries. The second poem "Life's Blank Page" is about overcoming obstacles and moving forward. The third poem "A Terrible Day" describes a bad day that ended with the speaker drowning. The final two poems are "Ode to Nature" praising nature's beauty, and "Life" comparing it to a hamster on a wheel.
- In 2010, the Open University saw over 6,000 iPhone users accessing their mobile interface and began developing mobile applications for Android and iPhone.
- A 2011 survey of over 500 students using the mobile interface found that 50% used it more than once a week primarily for accessing course news, reading forums, and studying on-the-go.
- Based on the survey results, the Open University redesigned their mobile interface to focus on the most used features like news and forums, improve navigation, and include more course materials in a cleaner interface.
This document provides information about Corporate Finance Associates (CFA), a mid-market mergers and acquisitions advisory firm. It discusses CFA's global presence through regional offices and affiliated firms. The document also outlines considerations for selecting an advisory team, including their technical expertise, industry knowledge, resources, and network. Finally, it introduces CFA's Central Texas team and their relevant experience in industries like manufacturing, energy, and technology.
The document contains 4 poems by Ryan Bohnet exploring different themes. The first poem "Why me?" questions life's mysteries. The second poem "Life's Blank Page" is about overcoming obstacles and moving forward. The third poem "A Terrible Day" describes a bad day that ended with the speaker drowning. The final two poems are "Ode to Nature" praising nature's beauty, and "Life" comparing it to a hamster on a wheel.
This document lists common occupations such as waiter, secretary, teacher, waitress, doctor, clerk, and bank teller. It also lists places associated with these occupations like school, bank, restaurant, classroom, class, office, department store, and hospital. The document appears to be providing vocabulary for common jobs and workplaces.
The document lists 18 principles for living purposefully and making a positive impact. It encourages the reader to play the game of life courageously, think outside the box, be different to make a difference, connect ideas and help others, give more than you take, keep your word, focus on actions over words, be intentional in your goals, encourage others, anticipate challenges and find solutions, trust intuition but consider facts, avoid blaming and be part of solutions, serve others unconditionally, and strive to better the world.
Wyndham Capital, LLC is an M&A advisory firm that has been in business since 1979. They have closed over 425 transactions worth consulting and intermediation services to businesses globally. Wyndham Capital assists both buyers and sellers in M&A deals such as mergers, acquisitions, divestitures, and other strategic transactions. They have an experienced team of professionals that conduct due diligence, valuation analyses, and negotiate transactions on behalf of clients.
4Growth Inc. is a consulting firm that helps clients unlock business potential and growth. They partner with clients to identify opportunities, get through hurdles, and execute, build, and support long-term strategies. 4Growth uses a methodology of assessing clients' businesses, defining problems, and implementing best strategies and tactics. They provide active management, strategic partnerships, and skills enhancement to generate shareholder returns.
Analyst Tools, Competitive Analysis, and Market IntelligenceSeth Grimes
Fred Wergeles & Associates provides competitive intelligence and market analysis services. It designs and implements competitive intelligence systems for clients. The company founder has 18 years of experience in intelligence from the CIA, White House and Pentagon. He helps clients understand competitors, products, markets, customers and technology through published information, interviews, conferences and research. The company conducted a case study for a construction firm bidding on a school project to identify key decision makers and influencers, competitors' plans, and connections between relevant individuals and organizations.
2011 Generic Presentation C M + A The Difference In Executive Recruitingthomasnigh
The document provides information about the executive recruiting firm corso, mould + associates. It was established in 1992 and is dedicated to recruiting strategic human capital. The firm's partners have over 75 years of combined experience in business and recruiting. They personally execute all aspects of each search assignment. The firm prides itself on its rigorous search process and delivering exceptional results for its clients.
Neri Capital Partners is an investment banking and advisory firm that specializes in mergers, acquisitions, divestitures, exit planning, and valuations for micro-cap companies. The firm is staffed by experienced executives and entrepreneurs with a combined 75 years of experience representing and advising micro-cap companies. Neri Capital Partners guides sellers through the entire transaction process, from determining a sale price to closing the deal.
A leading global M&A firm founded in 1996 that has completed over 160 deals totaling $4B+ in enterprise value. It offers a wide range of investment banking services including mergers and acquisitions, fairness opinions, restructuring, and divestitures. It has deep sector expertise, a global reach, and extensive relationships with buyers including private equity firms.
Premier Alliance Group, Inc. (OTC.BB: PIMO) is a leading provider of business and technology advisory and consulting services. Practice areas of expertise encompass Governance, Risk & Compliance (GRC), Business Performance & Technology, and Finance & Accounting as we assist clients with Risk Management, Compliance, Mergers & Acquisitions, Organizational Effectiveness, Project/Program Management, Information Management, Architecture and Software Development. Premier Alliance Group is headquartered in Charlotte, NC. For more information, please visit www.premieralliance.com.
The document summarizes CFA's capabilities in mergers, acquisitions, and capital resources. It highlights CFA's 50+ years of experience in negotiating thousands of transactions, geographic reach through over 40 offices in North America and Europe, and team of dedicated principals and directors who work closely with clients. The document provides biographies of several CFA team members and their relevant experience to showcase CFA's expertise.
BergTec Associates Corp Deck April 2015 DBDBDave Berg
This document discusses challenges facing Canadian small and mid-sized businesses and proposes services to help address those challenges. It notes that these businesses often lack access to capital and markets, do not focus their assets to capitalize on opportunities, and are unable to scale beyond existing markets. It then outlines targeted services in areas like business and corporate development, compliance, product development and commercialization, financing, and M&A to help businesses overcome these challenges and accelerate growth.
Vice President Industrial Products Automotive Southern California R3Hitachi Data Systems
The document describes a job opening for a Vice President role at Hitachi Consulting to lead their Industrial Products Industry Practice in Southern California, with a focus on the automotive industry. The VP will be responsible for business development, managing projects and client accounts, developing industry relationships, and leading and mentoring a team of practitioners. Key requirements include over 15 years of automotive and consulting experience, a track record of managing multi-million dollar practices and projects, and strong leadership, communication, and business development skills.
The Astor Group is an investment bank and advisory firm that partners with middle market companies. They provide active advisory services to help clients raise capital, buy or sell businesses, and solve operational and financial challenges. Unlike most advisors, they maintain long-term client relationships and help implement strategies even after deals are completed. They aim to maximize client valuations through thorough due diligence, benchmarking, and strategic planning to address weaknesses and increase value. Their principals have extensive operational experience across industries to provide tailored solutions.
Premier Alliance is a strategic advisory and consulting services firm that provides 360 degree intelligence delivery to help clients respond to external changes and drive internal change. The company has three practice areas: business performance and technology, finance and accounting, and governance, risk and compliance. Management has created a solid foundation for high growth through strategic acquisitions and integrating them into Premier Alliance. The executive management team leads the key functions and strategic direction of the company.
Technology Trust 08 24 09 Power Point Finaljhustad1
Technology Trust provides resources and support for development stage life science companies. They have extensive experience developing life science companies from inception through commercialization. Their process involves vetting technologies, performing due diligence, helping companies prepare presentations for investors, and introducing companies to their network of venture capital and angel investors with the goal of securing necessary financing. They have a team of associates with expertise in areas important to life science companies such as product research, clinical strategy, manufacturing, legal, accounting, and more.
2011 C, M + A The Difference In Executive RecruitingSteveMould
corso, mould + associates is a retained executive search firm established in 1992 that recruits strategic human capital. The firm's partners have over 75 years of combined experience in business and recruiting across multiple industries. The firm's mission is to be leaders in recruiting strategic human capital by delivering top leadership talent aligned with clients' strategic growth through rigorous process diligence. The firm provides concise summaries in 3 sentences or less that provide the high level and essential information from the document.
2010 Generic Presentation C M + A The Difference In Executive Recruitingthomasnigh
Corso, Mould + Associates is an executive recruiting firm established in 1992 that specializes in recruiting strategic human capital for its clients. The firm is led by two partners, John Corso and Steven Mould, who have over 75 years of combined experience in business, recruiting, and working with organizations across multiple sectors. The firm prides itself on conducting thorough searches through a rigorous 7-stage process and guarantees placements for one year to ensure exceptional candidate fit and returns on their clients' investment in leadership talent.
2010 Generic Presentation C M + A The Difference In Executive Recruitingthomasnigh
Corso, Mould + Associates is an executive recruiting firm established in 1992 that specializes in recruiting strategic human capital for its clients. The firm is led by two partners, John Corso and Steven Mould, who have over 75 years of combined experience in business, recruiting, and working with organizations across multiple sectors. The firm prides itself on conducting thorough searches through a rigorous 7-stage process and guarantees its work for one year to ensure exceptional candidate fit and client success.
Region General Manager, Americas - Confidential Client Executive Search Profi...Bart Heres
Our client, is seeking a well-experienced ‘hands-on’ Sales/Marketing & Business Executive to lead the growth and success of their organization in the Americas. We are seeking an individual who brings significant & verifiable experience and success in selling & marketing technical, engineered capital equipment products through a Distributor Network. The selected candidate will have a deep understanding of the cultural nuances of developing business relationships globally. Someone with ‘expat’ experience running a non-US regional operation for a US company or similar would be a plus. Further, experience in the LATAM region, specifically, and some degree of Spanish and/or Portuguese language proficiency would also be an asset, but is not required. The selected candidate will also be adept at understanding and adapting to the various cultural differences associated with doing business within the US regions and within their target market segments. Our client is seeking an individual who can effectively assess a geographic or market segment opportunity, identify the right partners and/or resources required, and lead profitable incremental revenue generation in those markets. In short, the person for this role will be a results-oriented, polished ‘deal-maker,’ instead of a ‘deal-breaker.’ The person selected for this role will also be accountable for P&L results in the region and be the Leader of the Americas Team and Operations, so demonstrated success with similar P&L and Leadership responsibilities is required. Extended travel to 50% is also a requirement of the position. Finally, the individual chosen for this role will have experience and a solid comfort level of working for a smaller, family-owned (though not ‘family-run’) enterprise.
Company Overview:
Our Seattle Area based Client is a subsidiary of a non-US-based company that is the leading supplier of their products in the Americas and globally. Our Client began operations over 70 years ago when the founder invented the revolutionary capital equipment solution that today remains the core of their business.
While almost all of our client’s products are manufactured in their home country, they own and operate subsidiary businesses in the US, Europe, and Asia. These subsidiary organizations are responsible for sales and marketing of their products through Distributor networks in their regions while maintaining and distributing service parts and conducting all associated after-sales business activities. In total, the company employs approximately 300 people globally and Americas Region revenues are in the $50mm range. Company revenues have grown at double-digit rates in the last 3 years with significant opportunity for further and more accelerated growth in the Americas Region.
Fast facts
* Global leader in their market segment - 55% Global & 70% Americas market share
* Market sectors include consumer, industrial, government, defense, and others
Preod is an executive search firm founded in 2003 that focuses on searches in IT, finance, management, HR, operations, and sales/marketing. As a boutique firm with national coverage, Preod has completed searches for Fortune 500 companies and startups. Preod takes a disciplined search process involving developing clear position descriptions, targeted outreach, validating candidates, and supporting negotiations.
Fabular Frames and the Four Ratio ProblemMajid Iqbal
Digital, interactive art showing the struggle of a society in providing for its present population while also saving planetary resources for future generations. Spread across several frames, the art is actually the rendering of real and speculative data. The stereographic projections change shape in response to prompts and provocations. Visitors interact with the model through speculative statements about how to increase savings across communities, regions, ecosystems and environments. Their fabulations combined with random noise, i.e. factors beyond control, have a dramatic effect on the societal transition. Things get better. Things get worse. The aim is to give visitors a new grasp and feel of the ongoing struggles in democracies around the world.
Stunning art in the small multiples format brings out the spatiotemporal nature of societal transitions, against backdrop issues such as energy, housing, waste, farmland and forest. In each frame we see hopeful and frightful interplays between spending and saving. Problems emerge when one of the two parts of the existential anaglyph rapidly shrinks like Arctic ice, as factors cross thresholds. Ecological wealth and intergenerational equity areFour at stake. Not enough spending could mean economic stress, social unrest and political conflict. Not enough saving and there will be climate breakdown and ‘bankruptcy’. So where does speculative design start and the gambling and betting end? Behind each fabular frame is a four ratio problem. Each ratio reflects the level of sacrifice and self-restraint a society is willing to accept, against promises of prosperity and freedom. Some values seem to stabilise a frame while others cause collapse. Get the ratios right and we can have it all. Get them wrong and things get more desperate.
[4:55 p.m.] Bryan Oates
OJPs are becoming a critical resource for policy-makers and researchers who study the labour market. LMIC continues to work with Vicinity Jobs’ data on OJPs, which can be explored in our Canadian Job Trends Dashboard. Valuable insights have been gained through our analysis of OJP data, including LMIC research lead
Suzanne Spiteri’s recent report on improving the quality and accessibility of job postings to reduce employment barriers for neurodivergent people.
Decoding job postings: Improving accessibility for neurodivergent job seekers
Improving the quality and accessibility of job postings is one way to reduce employment barriers for neurodivergent people.
Discover the Future of Dogecoin with Our Comprehensive Guidance36 Crypto
Learn in-depth about Dogecoin's trajectory and stay informed with 36crypto's essential and up-to-date information about the crypto space.
Our presentation delves into Dogecoin's potential future, exploring whether it's destined to skyrocket to the moon or face a downward spiral. In addition, it highlights invaluable insights. Don't miss out on this opportunity to enhance your crypto understanding!
https://36crypto.com/the-future-of-dogecoin-how-high-can-this-cryptocurrency-reach/
South Dakota State University degree offer diploma Transcriptynfqplhm
办理美国SDSU毕业证书制作南达科他州立大学假文凭定制Q微168899991做SDSU留信网教留服认证海牙认证改SDSU成绩单GPA做SDSU假学位证假文凭高仿毕业证GRE代考如何申请南达科他州立大学South Dakota State University degree offer diploma Transcript
TEST BANK Principles of cost accounting 17th edition edward j vanderbeck mari...Donc Test
TEST BANK Principles of cost accounting 17th edition edward j vanderbeck maria r mitchell.docx
TEST BANK Principles of cost accounting 17th edition edward j vanderbeck maria r mitchell.docx
TEST BANK Principles of cost accounting 17th edition edward j vanderbeck maria r mitchell.docx
Vicinity Jobs’ data includes more than three million 2023 OJPs and thousands of skills. Most skills appear in less than 0.02% of job postings, so most postings rely on a small subset of commonly used terms, like teamwork.
Laura Adkins-Hackett, Economist, LMIC, and Sukriti Trehan, Data Scientist, LMIC, presented their research exploring trends in the skills listed in OJPs to develop a deeper understanding of in-demand skills. This research project uses pointwise mutual information and other methods to extract more information about common skills from the relationships between skills, occupations and regions.
Optimizing Net Interest Margin (NIM) in the Financial Sector (With Examples).pdfshruti1menon2
NIM is calculated as the difference between interest income earned and interest expenses paid, divided by interest-earning assets.
Importance: NIM serves as a critical measure of a financial institution's profitability and operational efficiency. It reflects how effectively the institution is utilizing its interest-earning assets to generate income while managing interest costs.
Madhya Pradesh, the "Heart of India," boasts a rich tapestry of culture and heritage, from ancient dynasties to modern developments. Explore its land records, historical landmarks, and vibrant traditions. From agricultural expanses to urban growth, Madhya Pradesh offers a unique blend of the ancient and modern.
Economic Risk Factor Update: June 2024 [SlideShare]Commonwealth
May’s reports showed signs of continued economic growth, said Sam Millette, director, fixed income, in his latest Economic Risk Factor Update.
For more market updates, subscribe to The Independent Market Observer at https://blog.commonwealth.com/independent-market-observer.
A toxic combination of 15 years of low growth, and four decades of high inequality, has left Britain poorer and falling behind its peers. Productivity growth is weak and public investment is low, while wages today are no higher than they were before the financial crisis. Britain needs a new economic strategy to lift itself out of stagnation.
Scotland is in many ways a microcosm of this challenge. It has become a hub for creative industries, is home to several world-class universities and a thriving community of businesses – strengths that need to be harness and leveraged. But it also has high levels of deprivation, with homelessness reaching a record high and nearly half a million people living in very deep poverty last year. Scotland won’t be truly thriving unless it finds ways to ensure that all its inhabitants benefit from growth and investment. This is the central challenge facing policy makers both in Holyrood and Westminster.
What should a new national economic strategy for Scotland include? What would the pursuit of stronger economic growth mean for local, national and UK-wide policy makers? How will economic change affect the jobs we do, the places we live and the businesses we work for? And what are the prospects for cities like Glasgow, and nations like Scotland, in rising to these challenges?
An accounting information system (AIS) refers to tools and systems designed for the collection and display of accounting information so accountants and executives can make informed decisions.
"Does Foreign Direct Investment Negatively Affect Preservation of Culture in the Global South? Case Studies in Thailand and Cambodia."
Do elements of globalization, such as Foreign Direct Investment (FDI), negatively affect the ability of countries in the Global South to preserve their culture? This research aims to answer this question by employing a cross-sectional comparative case study analysis utilizing methods of difference. Thailand and Cambodia are compared as they are in the same region and have a similar culture. The metric of difference between Thailand and Cambodia is their ability to preserve their culture. This ability is operationalized by their respective attitudes towards FDI; Thailand imposes stringent regulations and limitations on FDI while Cambodia does not hesitate to accept most FDI and imposes fewer limitations. The evidence from this study suggests that FDI from globally influential countries with high gross domestic products (GDPs) (e.g. China, U.S.) challenges the ability of countries with lower GDPs (e.g. Cambodia) to protect their culture. Furthermore, the ability, or lack thereof, of the receiving countries to protect their culture is amplified by the existence and implementation of restrictive FDI policies imposed by their governments.
My study abroad in Bali, Indonesia, inspired this research topic as I noticed how globalization is changing the culture of its people. I learned their language and way of life which helped me understand the beauty and importance of cultural preservation. I believe we could all benefit from learning new perspectives as they could help us ideate solutions to contemporary issues and empathize with others.
2. Legal Notice
• This is not an offer to sell or a solicitation of an offer to
buy securities.
• Securities are offered through Corporate Finance
Securities, Inc.
• Corporate Finance Securities, Inc. is a member firm of
FINRA and SIPC.
2
3. Corporate Finance Associates- Worldwide
• Locally based: entrepreneurial spirit with “boutique” firms
operating as separate businesses supported by lean corporate staff
– Leverage relationships thru worldwide network
– CFA Industry Groups to focus on areas of expertise & experience
– Strong presence and “mindshare” with Private Equity groups and sources
of institutional capital
• Global Presence: highly networked
– Regional offices: North America; India
– Affiliated firms (thru International Corporate Finance Group): Western &
Eastern Europe, Brazil, Hong Kong
– Worldwide: over 30 offices and more than 90 dealmakers
• Most dealmakers have operational experience leading businesses
3
5. Considerations
for selecting your Advisory Team
• People
– Technical acumen
– Industry knowledge
– Expertise & Experience
• Resources
– Knowledge of sources
– Creative thinking
– Securities Licensed
• Network
– Access to sources of capital
– Locally based…global network leverage
– Relationships and reputation within industry
5
6. CFA- Houston
• CFA- Houston office
– Each dealmaker has operations background
having previously run businesses
– Work as a team…access to everyone
– Industry experience and expertise
• Industrial Manufacturing
• Energy-related
• Technology commercialization
• Principal deal makers
– George Walden
– Matt Register
– Jim Gerberman
People
6
7. CFA- Houston
• Our engagement process begins with
alignment to your specific goals
• Our experience and expertise helps to:
– Consider and assess alternatives
– Develop strategy and implement plan to
optimize results
• Substantial experience in all types of
engagements and deal structures
• Corporate Finance Securities
– Firm is licensed by FINRA as broker dealer
– Deal makers are licensed by FINRA (as needed:
General Securities Principal, Registered
Representative, Uniform Securities Agent)
Resources
7
8. CFA- Houston
• Locally based and entrepreneurial…with
the leverage of a highly-networked global
presence
• Strong relationships within industry:
– Private Equity groups
– Traditional and non-traditional funding
sources
– Trusted Advisors
– Industry Associations
– Strategic Players
• Access to capital sources
• Additional trusted advisor resources as
needed
Network
8
10. In summary…
• We see our relationship as
a partnership, working
with you to:
– Identify and evaluate
alternatives
– Think creatively
– Accelerate your decisions
and implement actions
10
12. George Walden
George Walden is a Principal in CFA’s Houston office with twenty years
experience as a middle-market investment banker.
Raised with a family firm in the plastics industry, he has worked extensively
with family-owned and private companies throughout his career. In fact,
George has analyzed and valued hundreds of businesses for presentations
to private equity groups, strategic industry buyers, and individual investors.
Some of his transactions include:
• Oilfield OEM businesses
• Valves and actuator companies
• Pump and compressor manufacturing and service
• Instrumentation and controls
• Metal fabrication and machining
• Pipeline integrity and maintenance
• Industrial services
• Plastic blending, molding, and machining
• Patented industrial technology
George is a member of CFA’s equipment industry practice group and an
expert in the precision machining industry with special emphasis on
manual machining, CNC precision machining, and gun drilling services and
has been responsible for several industry-leading transactions.
In 2010 George participated in several turnarounds as well as a completed
a transaction in an out of favor industry. In a recent transaction, George
completed a 1202 private placement that involved game changing
technology in sub-sea drilling and exploration.
Professional
• Association for Corporate Growth, Houston Chapter
• CFA Equipment Practice Group
• Vistage International
12
13. Matt Register
Matt Register is a Principal in the Houston office. With more than 13 years
experience in operations and strategic planning, he draws on a depth of
experience and brings important insights to bear on the issues faced by
clients.
Matt joined CFA after managing the successful sale of his family’s industrial
manufacturing business to a Fortune 500 company. In the years prior to
the acquisition, he was instrumental in executing a culture change to a high
precision parts manufacturer. This resulted in 250% growth in less than
four years.
Prior to joining his family’s company, Matt served for over six years as an
officer in the US Army, including combat tours in Afghanistan and Iraq.
Matt’s operational experience provides added perspective and an
enhanced ability to execute transactions, serving clients through a
thorough understanding of their business and what it takes to run a
successful company. Most importantly, Matt’s capabilities make him a
highly skilled negotiator who is analytical and tenacious. He has a track
record of creative solutions to tough problems.
Matt and his wife also own Register Real Estate Advisors, a fast-growing
real estate firm in Spring TX, and RREA Media, an audio/video production
and digital marketing firm.
Matt has a BS from the United States Military Academy at West Point and
an MBA from the Jones Graduate School of Management at Rice University
in Houston. He sits on the boards of several non-profits and is very active in
the business start-up community in Houston.
Community Involvement
• Houston Angel Network
• West Point Society of Greater Houston
• Gottlieb Foundation of Texas
• Association for Corporate Growth, Houston Chapter
• Co-Founder of Forward Results
13
14. Jim Gerberman
As Managing Director with CFA’s Houston office, Jim is a proven business
leader with multiple successes in President/CEO/GM positions with
emerging technology companies serving a broad array of industries and
markets. He is known for transforming businesses by building value in
turnarounds and by growing market share under intense competition. With
extensive and direct hands-on experience in all aspects of acquisitions from
initial strategic planning through assessment, negotiations, due diligence
and post-acquisition integration of businesses, he has worked from both
the buy-side and sell-side of many transactions in small as well as large
multi-national company environments. His work experience also includes:
• broad functional and operational experience in manufacturing and
materials management, worldwide sales and distribution, marketing
and business development, engineering and multi-site project
management
• increasing responsibilities with the US Army, Texas Instruments,
Baker Hughes, Thermo Electron and VMETRO
• management consulting focusing on strategic transformation of
businesses through development and implementation of growth and
turnaround strategies
Jim’s educational background includes a Bachelor of Science degree in
General Engineering from the US Military Academy at West Point, a
Master’s in Business Administration from Saint Edward’s University in
Austin, Texas, and a Ph.D in Management Science/ Operations Research
from The McCombs Business School at The University of Texas at Austin.
Professional Affiliations
• Association for Corporate Growth, Houston Chapter
• Rice Alliance for Technology and Entrepreneurship
• Houston Technology Center
• MIT Enterprise Forum New Ventures Clinic
• M&A Forum- Houston
• Mentor, SURGE Accelerator
• West Point Society of Greater Houston
14
15. www.cfaw-houston.com
One of America’s oldest and largest
mid-market M & A advisory firms
“We put money to work for people buying,
building, selling, or investing in businesses
so that we help create value
In deploying capital”
15