The document summarizes an upcoming meeting of the FEI Colorado chapter that will include professional development sessions, networking, and a dinner presentation on mergers and acquisitions. It provides details on the date, location, agenda, registration requirements, and sessions for the monthly meeting in January 2015, including topics on tax updates and traits of successful Colorado companies. Advance registration is required by the Monday before the meeting.
Transcript: Alternatives for a Distressed Company in Apparel and RetailExpert Webcast
The discussion includes the process of bidding for, financing and acquiring distressed companies in the Apparel and Retail space is competitive and complex. The panel addressed the strategies and tips for success from the perspectives of an investment banker, a deal and bankruptcy lawyer, a turnaround executive, a lender and a tax accountant.
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
Panel of experts comprised of a leading sports and media lawyer, senior investment bankers, a sports and media valuation expert, a seasoned media executive and a top family lawyer will address the dynamics and structure of Sports & Media M&A and Investment.
MAJOR TOPICS:
Global expansion, new revenue streams and other deal drivers
U.S. v. foreign markets
Brand building / becoming a global franchise
Sports and social media
Media agreements
Ownership: individuals, private equity, public markets
Valuation parameters
Sale of sports teams driven or hampered by divorce
Outlook for the future
Covendium specializes in commercial debt restructuring for clients whose debt payments have become unsustainable due to financial hardship. They have a team of advisors who have successfully negotiated over $4.5 billion in client obligations. Covendium provides comprehensive evaluations of clients' financial situations to develop resolution strategies, negotiates solutions such as debt restructuring, and can also assist with business consulting services to improve clients' operations.
Expert Webcast 7.10.2014: Acquisition Due DiligenceExpert Webcast
DESCRIPTION:
A team of experts comprised of senior investments bankers, a veteran m&a lawyer, a leading CPA and a due diligence and management consultant will discuss effective acquisition due diligence strategies leading to a successful transaction and post-transaction integration.
MAJOR TOPICS:
Early planning and acquirer goals
Strategic due diligence
Business, legal and financial due diligence
Management audits
Quality of earnings
Due diligence team, plan and process
Corporate culture and communications
What the acquirers are looking for
Post-transaction integration
11.09.2017 Retail Trends and Forecasts for 2017 and BeyondExpert Webcast
MAJOR TOPICS:
Changing retail paradigm
Industry landscape overview
Technological disruptions
Traditional retail v. e-commerce
Maintaining growth and market share
New business models – experiential engagement
Healthy v. distressed
Overview of recent bankruptcy filings: Wet Seal, Payless ShoeSource, Toys-R-Us, other
Watchlist: Neiman Marcus, JCrew, Talbots, other
Restructuring alternatives
Outlook for the future
The document provides an overview of the services offered by DDR & Associates to help clients with corporate structure, financing, and transitioning to becoming a public company. It outlines a typical project timeline that includes preparing SEC filings, conducting audits and valuations, issuing stock, acquiring customers and production capabilities, and ultimately listing on a national stock exchange within 36-48 months. The goal is to help clients raise capital, complete acquisitions, and achieve market capitalizations of $200-400 million over the course of incubation and transition to becoming a publicly traded company.
This document provides information about the 10th Annual Emerging Leaders Awards Gala held by The M&A Advisor on September 17, 2019 in New York. It includes the agenda for the event, bios of award winners and judges, as well as thanks to sponsors. The event recognizes and celebrates the achievements of M&A, turnaround and finance professionals under age 40 who have reached a significant level of success. Over 1,200 professionals have been recognized through this program.
Transcript: Alternatives for a Distressed Company in Apparel and RetailExpert Webcast
The discussion includes the process of bidding for, financing and acquiring distressed companies in the Apparel and Retail space is competitive and complex. The panel addressed the strategies and tips for success from the perspectives of an investment banker, a deal and bankruptcy lawyer, a turnaround executive, a lender and a tax accountant.
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
Panel of experts comprised of a leading sports and media lawyer, senior investment bankers, a sports and media valuation expert, a seasoned media executive and a top family lawyer will address the dynamics and structure of Sports & Media M&A and Investment.
MAJOR TOPICS:
Global expansion, new revenue streams and other deal drivers
U.S. v. foreign markets
Brand building / becoming a global franchise
Sports and social media
Media agreements
Ownership: individuals, private equity, public markets
Valuation parameters
Sale of sports teams driven or hampered by divorce
Outlook for the future
Covendium specializes in commercial debt restructuring for clients whose debt payments have become unsustainable due to financial hardship. They have a team of advisors who have successfully negotiated over $4.5 billion in client obligations. Covendium provides comprehensive evaluations of clients' financial situations to develop resolution strategies, negotiates solutions such as debt restructuring, and can also assist with business consulting services to improve clients' operations.
Expert Webcast 7.10.2014: Acquisition Due DiligenceExpert Webcast
DESCRIPTION:
A team of experts comprised of senior investments bankers, a veteran m&a lawyer, a leading CPA and a due diligence and management consultant will discuss effective acquisition due diligence strategies leading to a successful transaction and post-transaction integration.
MAJOR TOPICS:
Early planning and acquirer goals
Strategic due diligence
Business, legal and financial due diligence
Management audits
Quality of earnings
Due diligence team, plan and process
Corporate culture and communications
What the acquirers are looking for
Post-transaction integration
11.09.2017 Retail Trends and Forecasts for 2017 and BeyondExpert Webcast
MAJOR TOPICS:
Changing retail paradigm
Industry landscape overview
Technological disruptions
Traditional retail v. e-commerce
Maintaining growth and market share
New business models – experiential engagement
Healthy v. distressed
Overview of recent bankruptcy filings: Wet Seal, Payless ShoeSource, Toys-R-Us, other
Watchlist: Neiman Marcus, JCrew, Talbots, other
Restructuring alternatives
Outlook for the future
The document provides an overview of the services offered by DDR & Associates to help clients with corporate structure, financing, and transitioning to becoming a public company. It outlines a typical project timeline that includes preparing SEC filings, conducting audits and valuations, issuing stock, acquiring customers and production capabilities, and ultimately listing on a national stock exchange within 36-48 months. The goal is to help clients raise capital, complete acquisitions, and achieve market capitalizations of $200-400 million over the course of incubation and transition to becoming a publicly traded company.
This document provides information about the 10th Annual Emerging Leaders Awards Gala held by The M&A Advisor on September 17, 2019 in New York. It includes the agenda for the event, bios of award winners and judges, as well as thanks to sponsors. The event recognizes and celebrates the achievements of M&A, turnaround and finance professionals under age 40 who have reached a significant level of success. Over 1,200 professionals have been recognized through this program.
Expert Webcast: Mastering Transactional Due DiligenceExpert Webcast
Deal market overview
Due diligence areas of focus
Operational, financial, legal
Preparation and self-diligence
Data rooms and use of technology
VDRs
Best practices
Cyber Due Diligence
Expert Webcast Roundtable: Middle Market M&A and Private Equity Update 2017.
•Overview of macroeconomic trends
•Trends in M&A and private equity transactions
•Deal types and structures
•Domestic v. international deal space
•Role of M&A insurance
Expert Webcast Maximizing Value of Privately Held CompanyExpert Webcast
This document summarizes a webcast panel on maximizing the value of a privately held company. The moderator was Alexander B. Kasdan of DelMorgan & Co. Panelists included Neil Morganbesser, President and CEO of DelMorgan & Co., William F. Capps, Partner and Chairman of Jeffer Mangels Butler & Mitchell LLP, and Harlee M. Gasmer, Partner at The Kolodny Law Group. The panel discussed preparing for personal eventualities like preserving business value and estate planning, resolving corporate issues, addressing financial matters, and preparing for a sale or recapitalization of the privately held company.
06.27.2018 Cannabis Industry Valuation Metrics and TransactionsExpert Webcast
MAJOR TOPICS:
•Regulatory landscape
•Valuation methodologies and metrics
•Tax issues in the Cannabis industry
•Transactional trends in the industry – M&A and financings
Maximizing Value of Privately Held Company Expert Webcast
This panel discussion focused on maximizing the value of a privately held company. The panelists discussed the importance of having a solid legal foundation for the business through proper entity formation and shareholder agreements. Common issues with privately held companies like succession planning and conflicts between owners and management were also addressed. The panel recommended preplanning activities like interviewing investment bankers and improving financial reporting to prepare a company for a future transaction. Family law issues when going through a divorce, like fiduciary duties between spouses and valuing a community property business, were also covered.
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.
Expert Webcast Roundtable: Liquidity and Transition Strategies for Business O...AnnaSpektor
MAJOR TOPICS:
Understanding motivations and desires of business owners
Corporate preparedness: business, management and financials
Understanding the value of the business and key value drivers
Wealth management planning
Shareholder tax and estate planning
Liquidity strategies, process and timeline
Getting the maximum value at exit
Vaco is a professional services firm founded in 2002 that provides project consulting, interim staffing, and recruiting solutions. It has grown from one office to 24 offices nationwide. Vaco has received several awards for its growth and leadership. The Vaco team has over 300 years of combined experience across various industries and practice areas, allowing it to understand clients' needs.
Adam K. Treiger concentrates his practice on complex employment and business law counseling and litigation. He helps guide organizations through legal issues and represents them in court, administrative, or arbitration settings regarding claims like wage/hour, discrimination, harassment and wrongful termination disputes. He also handles business transactions like drafting agreements and forming business entities. Treiger is passionate about using the law as an effective way to resolve civil disputes.
Donald Miod oversees accounting, tax and litigation services at Miod and Company, LLP. He has extensive experience with asset tracing models, certifications, publications and speaking engagements. Beyond his skills, Miod is committed to his profession and community through various volunteer roles and memberships in professional associations
Alternatives for a Distressed Company in Apparel and RetailExpert Webcast
The process of bidding for, financing and acquiring distressed companies in the Apparel and Retail space is competitive and complex. This presentation addresses the strategies and tips for success from the perspectives of an investment banker, a deal and bankruptcy lawyer, a turnaround executive, a lender and a tax accountant.
Alternatives for a Distressed Company in Apparel and RetailExpert Webcast
This presentation covers the process of bidding for, financing and acquiring distressed companies in the Apparel and Retail space is competitive and complex. The panel will addressed the strategies and tips for success from the perspectives of an investment banker, a deal and bankruptcy lawyer, a turnaround executive, a lender and a tax accountant.
10.20.2016 Maximizing Value for Distressed Venture CompaniesExpert Webcast
MAJOR TOPICS:
•Financial v. operational distress
•Turnaround options
•Restructuring v. sale
•Treatment of intellectual property
•Valuation issues
•Capital availability and financing alternatives
•Accounting considerations
July 13, 2017: Strategic Solutions to Cross-Border Business DisputesExpert Webcast
MAJOR TOPICS:
Structuring cross-border transactions
Dispute resolution: litigation, arbitration, other
Choice of law and venue
Enforcement
Treaties
Valuation issues
Cultural differences
Protection and ownership of IP
Forensic reviews and investigations
Cybersecurity concerns
MODERATOR:
Alex Kasdan, Senior Managing Director, DelMorgan & Co.
Ownership Transfers of Closely Held BusinessesExpert Webcast
Right time to sell and why
Planning for the exit – personal and corporate
Tax ramifications
Types of ownership transfers
Assembling the deal team early
Sale process overview
Types of buyers
Maximizing incentives
Making sure no hidden assets are overlooked
Common mistakes
MAJOR TOPICS:
Overview of distressed deal environment
Volume
Type and quality
Size
Industry
Geography
PE v. lenders v. strategic
Recent relevant bankruptcy rulings and impact on deal structures
Strategies to win and close deals
Financing availability
Operational restructuring and corporate improvement
Case studies
Future outlook
Cross-Border Investment & M&A: Risk Management and MitigationExpert Webcast
This document summarizes a webcast on cross-border investment and M&A risk management. It includes introductions and biographies of the moderator and expert panelists, which include investment bankers, lawyers, and consultants specializing in cross-border transactions. The webcast covered major topics like global investment trends, political and economic risks in emerging markets, transaction structures, cultural considerations, and case studies. It also discussed mitigating legal risks, the political outlook in Asia, and protections afforded by investment treaties.
Valuation Trends and Investment Opportunities in the Cannabis IndustryExpert Webcast
MAJOR TOPICS:
Licensed medical use v. recreational use
Overview of State and Federal regulatory environment
Financing cannabis businesses – equity v. debt
Types of investors
Business valuation metrics
Most active market segments
Taxation of cannabis businesses
Industry banking solutions
Real estate infrastructure – medical-use cannabis cultivation and processing
Cannabis M&A
Forecasts under the Trump administration
This document provides an overview of Vaco, a professional services firm that provides project consulting, recruiting, and staffing solutions. It describes Vaco's background, growth expanding to 24 offices nationwide, awards they have received, and summaries of their teams in areas like resources, finance, technology, operations, executive search, and design/media. It also includes short biographies of several Vaco partners and associates describing their relevant experience.
DDR & Associates provides corporate structuring and financing solutions to growing companies. It assists clients in evaluating opportunities to raise capital through public or private means. The firm has experience helping both domestic and international clients conduct business. Its team includes legal, financial, and consulting professionals who work with clients to prepare targeted investment materials and access their extensive network to optimize funding opportunities. DDR typically works with development-stage companies that aim to go public within 3-4 years and generate sufficient earnings. It uses a blended public/private approach tailored to each client's needs and goals.
Backlog Capital provides working capital loans to growing tech and healthcare companies. It was founded by JW Ray who has experience building and selling a successful SaaS company. Backlog Capital focuses on lending to companies with $2-30 million in annual revenue, booking growth over 5%, and forecasted booking growth over 10% to help fuel their growth. In addition to capital, Backlog Capital also provides strategic advisory services to help companies with areas like sales, marketing, and expansion.
This document outlines strategies for communications departments to leverage their CEOs to help drive business initiatives. It recommends developing an Executive Visibility Program with components like a Speaker's Bureau, local market presence events, and contingency planning. It provides an example of developing individual messaging platforms or "Executive Platforms" for leaders, with goals of positioning them as experts and driving industry innovation. The document also reviews tactics the Southwest Airlines communications team uses with their CEO, like an annual communication calendar covering channels like employee newsletters, speeches, and social media. It details initiatives like "Ask Gary" video Q&As that drive employee engagement.
This document provides an overview of Braver Wealth Management, an SEC registered investment advisory firm founded in 1987. It manages $550 million in assets using quantitative investment strategies focused on downside protection, risk control, and wealth preservation. Key aspects of its investment philosophy include acting to harvest gains while avoiding major declines, and utilizing cash as a true investment during periods of market weakness.
Expert Webcast: Mastering Transactional Due DiligenceExpert Webcast
Deal market overview
Due diligence areas of focus
Operational, financial, legal
Preparation and self-diligence
Data rooms and use of technology
VDRs
Best practices
Cyber Due Diligence
Expert Webcast Roundtable: Middle Market M&A and Private Equity Update 2017.
•Overview of macroeconomic trends
•Trends in M&A and private equity transactions
•Deal types and structures
•Domestic v. international deal space
•Role of M&A insurance
Expert Webcast Maximizing Value of Privately Held CompanyExpert Webcast
This document summarizes a webcast panel on maximizing the value of a privately held company. The moderator was Alexander B. Kasdan of DelMorgan & Co. Panelists included Neil Morganbesser, President and CEO of DelMorgan & Co., William F. Capps, Partner and Chairman of Jeffer Mangels Butler & Mitchell LLP, and Harlee M. Gasmer, Partner at The Kolodny Law Group. The panel discussed preparing for personal eventualities like preserving business value and estate planning, resolving corporate issues, addressing financial matters, and preparing for a sale or recapitalization of the privately held company.
06.27.2018 Cannabis Industry Valuation Metrics and TransactionsExpert Webcast
MAJOR TOPICS:
•Regulatory landscape
•Valuation methodologies and metrics
•Tax issues in the Cannabis industry
•Transactional trends in the industry – M&A and financings
Maximizing Value of Privately Held Company Expert Webcast
This panel discussion focused on maximizing the value of a privately held company. The panelists discussed the importance of having a solid legal foundation for the business through proper entity formation and shareholder agreements. Common issues with privately held companies like succession planning and conflicts between owners and management were also addressed. The panel recommended preplanning activities like interviewing investment bankers and improving financial reporting to prepare a company for a future transaction. Family law issues when going through a divorce, like fiduciary duties between spouses and valuing a community property business, were also covered.
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.
Expert Webcast Roundtable: Liquidity and Transition Strategies for Business O...AnnaSpektor
MAJOR TOPICS:
Understanding motivations and desires of business owners
Corporate preparedness: business, management and financials
Understanding the value of the business and key value drivers
Wealth management planning
Shareholder tax and estate planning
Liquidity strategies, process and timeline
Getting the maximum value at exit
Vaco is a professional services firm founded in 2002 that provides project consulting, interim staffing, and recruiting solutions. It has grown from one office to 24 offices nationwide. Vaco has received several awards for its growth and leadership. The Vaco team has over 300 years of combined experience across various industries and practice areas, allowing it to understand clients' needs.
Adam K. Treiger concentrates his practice on complex employment and business law counseling and litigation. He helps guide organizations through legal issues and represents them in court, administrative, or arbitration settings regarding claims like wage/hour, discrimination, harassment and wrongful termination disputes. He also handles business transactions like drafting agreements and forming business entities. Treiger is passionate about using the law as an effective way to resolve civil disputes.
Donald Miod oversees accounting, tax and litigation services at Miod and Company, LLP. He has extensive experience with asset tracing models, certifications, publications and speaking engagements. Beyond his skills, Miod is committed to his profession and community through various volunteer roles and memberships in professional associations
Alternatives for a Distressed Company in Apparel and RetailExpert Webcast
The process of bidding for, financing and acquiring distressed companies in the Apparel and Retail space is competitive and complex. This presentation addresses the strategies and tips for success from the perspectives of an investment banker, a deal and bankruptcy lawyer, a turnaround executive, a lender and a tax accountant.
Alternatives for a Distressed Company in Apparel and RetailExpert Webcast
This presentation covers the process of bidding for, financing and acquiring distressed companies in the Apparel and Retail space is competitive and complex. The panel will addressed the strategies and tips for success from the perspectives of an investment banker, a deal and bankruptcy lawyer, a turnaround executive, a lender and a tax accountant.
10.20.2016 Maximizing Value for Distressed Venture CompaniesExpert Webcast
MAJOR TOPICS:
•Financial v. operational distress
•Turnaround options
•Restructuring v. sale
•Treatment of intellectual property
•Valuation issues
•Capital availability and financing alternatives
•Accounting considerations
July 13, 2017: Strategic Solutions to Cross-Border Business DisputesExpert Webcast
MAJOR TOPICS:
Structuring cross-border transactions
Dispute resolution: litigation, arbitration, other
Choice of law and venue
Enforcement
Treaties
Valuation issues
Cultural differences
Protection and ownership of IP
Forensic reviews and investigations
Cybersecurity concerns
MODERATOR:
Alex Kasdan, Senior Managing Director, DelMorgan & Co.
Ownership Transfers of Closely Held BusinessesExpert Webcast
Right time to sell and why
Planning for the exit – personal and corporate
Tax ramifications
Types of ownership transfers
Assembling the deal team early
Sale process overview
Types of buyers
Maximizing incentives
Making sure no hidden assets are overlooked
Common mistakes
MAJOR TOPICS:
Overview of distressed deal environment
Volume
Type and quality
Size
Industry
Geography
PE v. lenders v. strategic
Recent relevant bankruptcy rulings and impact on deal structures
Strategies to win and close deals
Financing availability
Operational restructuring and corporate improvement
Case studies
Future outlook
Cross-Border Investment & M&A: Risk Management and MitigationExpert Webcast
This document summarizes a webcast on cross-border investment and M&A risk management. It includes introductions and biographies of the moderator and expert panelists, which include investment bankers, lawyers, and consultants specializing in cross-border transactions. The webcast covered major topics like global investment trends, political and economic risks in emerging markets, transaction structures, cultural considerations, and case studies. It also discussed mitigating legal risks, the political outlook in Asia, and protections afforded by investment treaties.
Valuation Trends and Investment Opportunities in the Cannabis IndustryExpert Webcast
MAJOR TOPICS:
Licensed medical use v. recreational use
Overview of State and Federal regulatory environment
Financing cannabis businesses – equity v. debt
Types of investors
Business valuation metrics
Most active market segments
Taxation of cannabis businesses
Industry banking solutions
Real estate infrastructure – medical-use cannabis cultivation and processing
Cannabis M&A
Forecasts under the Trump administration
This document provides an overview of Vaco, a professional services firm that provides project consulting, recruiting, and staffing solutions. It describes Vaco's background, growth expanding to 24 offices nationwide, awards they have received, and summaries of their teams in areas like resources, finance, technology, operations, executive search, and design/media. It also includes short biographies of several Vaco partners and associates describing their relevant experience.
DDR & Associates provides corporate structuring and financing solutions to growing companies. It assists clients in evaluating opportunities to raise capital through public or private means. The firm has experience helping both domestic and international clients conduct business. Its team includes legal, financial, and consulting professionals who work with clients to prepare targeted investment materials and access their extensive network to optimize funding opportunities. DDR typically works with development-stage companies that aim to go public within 3-4 years and generate sufficient earnings. It uses a blended public/private approach tailored to each client's needs and goals.
Backlog Capital provides working capital loans to growing tech and healthcare companies. It was founded by JW Ray who has experience building and selling a successful SaaS company. Backlog Capital focuses on lending to companies with $2-30 million in annual revenue, booking growth over 5%, and forecasted booking growth over 10% to help fuel their growth. In addition to capital, Backlog Capital also provides strategic advisory services to help companies with areas like sales, marketing, and expansion.
This document outlines strategies for communications departments to leverage their CEOs to help drive business initiatives. It recommends developing an Executive Visibility Program with components like a Speaker's Bureau, local market presence events, and contingency planning. It provides an example of developing individual messaging platforms or "Executive Platforms" for leaders, with goals of positioning them as experts and driving industry innovation. The document also reviews tactics the Southwest Airlines communications team uses with their CEO, like an annual communication calendar covering channels like employee newsletters, speeches, and social media. It details initiatives like "Ask Gary" video Q&As that drive employee engagement.
This document provides an overview of Braver Wealth Management, an SEC registered investment advisory firm founded in 1987. It manages $550 million in assets using quantitative investment strategies focused on downside protection, risk control, and wealth preservation. Key aspects of its investment philosophy include acting to harvest gains while avoiding major declines, and utilizing cash as a true investment during periods of market weakness.
The Most Influential Leaders in Wealth Management, 2023.pdfInsightsSuccess4
This edition features a handful of Influential Leaders in Wealth Management across several sectors that are at the forefront of leading us into a digital future.
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.
The LEDC has identified several needs for economic development in the community including support, involvement, communication, and a strategic plan. The executive director has strengthened board management and community education. Recent accomplishments include a successful fundraising campaign and increased knowledge of the LEDC's mission. The director focuses efforts on economic development, marketing, and short and long-term goal management.
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 profiles several individuals involved with Big Path Capital, an investment bank focused on impact and sustainable investing. It introduces Shawn Lesser and Michael Whelchel, the co-founders of Big Path Capital, and provides brief biographies of several directors and a broker-dealer also involved with the company. It then provides an overview of Big Path Capital, describing its mission to help mission-driven companies and funds while preserving their missions through financial transactions, and its focus on working with companies, funds, hosting events for institutional investors, and field building through its Impact Academy and SmarterMoney+ Review publication.
This document profiles several individuals involved with Big Path Capital, an investment bank focused on impact and sustainable investing. It introduces Shawn Lesser and Michael Whelchel, the co-founders of Big Path Capital, and provides brief biographies of several directors and a broker-dealer also involved with the company. It then provides an overview of Big Path Capital, describing its mission to help mission-driven companies and funds while preserving their missions through financial transactions, and its focus on working with companies, funds, hosting events for institutional investors, and field building through its Impact Academy and SmarterMoney+ Review publication.
Urbanetectonics LLC 2023 Annual Letter to Membership
Company Website:
www.urbanetek2.com
Annual Letter - Recap and Quarterly Focus. Our first 100 days and annual outlook will be guided by our 2023 Quarterly Focus. The Quarterly Focus breaks our overall vision into an outline of short-term goals and key performance metrics for each industry- specific division.
Communication is key to our relationship. Stay on top of the latest developments at Urbanetectonics, LLC. How do you connect? Subscribe, Like, Follow, or Join one of our #powerofnext industry-specific social media handles. Get linked in to ask questions and/or to submit inquiries using the Urbanetectonics, LLC Linktree: https://linktr.ee/urbanetectonics You can also follow #powerofnext on any social media platform to connect on your interest in Urbanetectonics, LLC and/or one of its industry-specific divisions.
DFSCo Initial Public Offerings Considerations for Business Owners 20170112.PDFLee Anne Sexton
This document provides an overview of the initial public offering (IPO) process for business owners and executives. It discusses the principal phases of an IPO, which typically includes 6-24 months of preparation prior to engaging underwriters, followed by the registration statement submission period, SEC review period, and final marketing and pricing phase. Key topics covered include financial statement requirements, costs of going public, selecting underwriters, accounting firm considerations, NYSE vs Nasdaq listing choices, and planning for life as a public company.
Kingside Partners provides C-suite management services to early-stage and emerging growth companies. They serve as an addition to a company's C-level team by helping to execute strategies, solve problems, build and grow the business. Kingside Partners' team has experience founding, financing, and building high-growth businesses across various industries. They aim to fill capability gaps and serve as doers to help CEOs and management teams manage their business.
Strategic Capital Partners offers a multitude of funding options to small business owners across the nation. Speed, simplicity, and security are the driving factors behind everything we provide to our clients. Upon submitting your application, we review it with a dedicated funding advisor. We then search our vast network of lenders to find the best funding options available to perfectly meet the demands of your business. Small business is the backbone of America and Strategic Capital Partners is the backbone of small business.
This document discusses funding options for growing SaaS companies. It provides an overview of BJ Lackland and his experience financing early stage tech companies. It then summarizes Lighter Capital's financing model of revenue-based financing, which provides capital to companies in exchange for a percentage of monthly revenue over time. The presentation outlines various funding paths like venture capital, debt, and blended models. It compares features of different funding sources and provides tips for selecting a funding path and preparing for funding.
BoyarMiller Breakfast Forum: The Current State of the Capital Markets 2017BoyarMiller
As part of its ongoing Breakfast Forum series, BoyarMiller gathered industry experts for a moderated discussion on the Current State of the Capital Markets. Speakers included Matt Anstead with EV Private Equity, Ali Nasser with AltruVista and Bill Pyle with Texas Capital Bank.
The document outlines a 7-step program to help individuals build their career as if it were a business called "You, Inc.". The program helps participants understand their personal values, develop a vision and mission, understand their skills and brand, create a strategic career plan, identify barriers, and build their career business. The document also provides information about Success Rockets LLC, the company that created the You, Inc. program to help clients adapt to a changing workplace by understanding their strengths and values.
Whitepaper: How to Secure Financing for a Start-up Using a Feasibility StudyRK Fischer & Associates
The document discusses how a feasibility study can help secure financing for a start-up. It describes a case study where a feasibility study was performed for a new family entertainment business seeking $800k in financing. The study included developing a questionnaire, working session to identify potential weaknesses, a report with recommendations, and a 5-year financial model. Areas like revenue forecasts, expenses, staffing, and cash flow were analyzed. The outcome was the study helped address bank concerns and provided an objective validation of the business plan and financial projections.
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.
2011 Generic Presentation C M + A The Difference In Executive Recruiting
feicolorado
1. Go to FEI National
CPE
Professional Development
FEI Colorado holds a monthly Chapter Meeting on the third Thursday of the month from September through
June (unless otherwise noted). The Chapter Meeting includes two Professional Development sessions,
networking, and a dinner presentation. You may earn up to 3 CPE hours at each meeting.
Meeting location: Lakewood Country Club, 6800 W. 10th Avenue, Lakewood, Colorado. Map.
Chapter Meeting Agenda
■ Professional Development Session I: 4:00 – 4:50pm
■ Professional Development Session II: 5:00 – 5:50pm
■ Networking Session: 5:30 – 6:30pm
■ Dinner Meeting and Presentation: 6:30 – 8:30pm
Please note: The Professional Development sessions are presented by our Strategic Partners. Advance
registration is required and we cannot accomodate walk-ins. Members and Strategic Partners register directly
online. Qualified guests must be invited and registered by a member Strategic Partner. You may attend one or
all of the sessions; however, when registering, please indicate which sessions you plan to attend.
The deadline to register is by noon the Monday prior to the monthly meeting.
In addition, we keep you posted on other high quality, low-cost professional development opportunities offered
by our Strategic Partners. Check out the Event Calendar for these additional learning opportunities.
Current Program: Thursday, January 15, 2015
Register Early – registration closes at noon on Monday, January 12.
Dinner Presentation: 6:30 – 8:30pm
Topic: Profile of the Deal: Middle Market M&A Transactions from the Buy and Sell Side Perspectives
Panel:
Pat Seese, Managing Director, Integris Partners
Dave Bacek, CFO, Noosa Yoghurt
Brian Mankwitz, Managing Director, Mantucket Capital
Moderator: Tim Woods, CPA, MBA, MSF, Managing Director, CBIZ MHM, LLC
Sponsored by:
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December 14, 2014
Next Executive in Transition (EIT)
Program begins February 9, 2015
December 13, 2014
Next Meeting: January 15, 2015 –
“Profile of the Deal: Middle Market
M&A Transactions from the Buy
and Sell Side Perspectives”
December 14, 2013
Michael Novick, CFO, American Auto Shield
Dan Hollenbach, CFO, Cybergy Partners, Inc.
Mark Stenseth, CFO,Transwest Inc.
Mark C Nass
Dave Sjerven, VP of Finance, Coughlin &
Company, Inc.
Chip Corboy, CFO, Boulder Wind Power
Cathy O'Brien, Controller, Global Healthcare
Exchange
Debi A Srdoc, CFO, IQNavigator
Reid Bundgard
Angela Oakley, CFO, InnovAge
Michael Hartberger
Cheryl Cohen-Vader
Robert Paradine, Senior Manager, US Welding
Albert Stoltz, CFO, XJET Club, LLC
Brian Andrew Musfeldt, VP Finance/General
Manager, MST Global
Troy Schroeder, CFO, Haselden Construction
Dave Winter, Controller, Sashco, Inc.
Andrew Evans, CFO, Datavail Corporation
Betsy Guerrero, CFO, Westerra Credit Union
Jim Lockhart, CFO/COO, Selling Simplified
Group, Inc.
Ann Diddlebock, CFO, Appliance Factory Outlet
Rebecca Stavros,CFO, GO Scale Capital
Rebecca M Southall
Bryant Veazey, CFO, Behre Dolbear & Co., Inc.
Ruth Brown, Partner, Rudd, Martin & Brown, PC
Philippe D Brunet, CEO, The Linde Group
Linda McKenna, Controller, Aurora Organic
Dairy
Brian Kendall, VP, Finance, PeakColo Holdings,
Inc.
Kim Middle, CPA
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2. Program Description:
Mergers and acquisitions continue to play a significant role in corporate growth strategy, particularly in the
middle market. Join us as we hear experiences from two middle market deals that recently closed in the Denver
market: the sale of Noosa Yoghurt, LLC to Advent International (advised by Integris Partners), and the
acquisition of Applejack Wine and Spirits by Mantucket Capital. Topics covered will include:
• Current state of markets for M&A activity in mid-market sector
• Key negotiating points from both buy and sell side
• Value creation and strategies of M&A and strategic versus financial buyers
• Best practices of buy and sell side M&A
Panel Biographies:
Patrick Seese has been an owner and a Managing Director of Integris Partners, a middle-
market investment banking firm, since February 2008. Prior to this, Mr. Seese was a
Managing Director at Headwaters, MB, a middle-market investing banking firm, from 2003
to 2008, worked in Credit Suisse First Boston’s Mergers and Acquisitions Group and served
as Head of Corporate Development for Katy Industries, a publicly traded industrial and
consumer products company. Mr. Seese began his career as a CPA with Deloitte & Touche,
LLP. Mr. Seese is a graduate of the University of Colorado and earned an MBA from The
University of Chicago Booth School of Business. He is one of the founders of The Mile High Five Foundation
(MH5), a charity dedicated to funding youth/health-related organizations. Finally, Mr. Seese has been serving as
Independent Trustee of the ALPS Series Trust since October 30, 2012 based on his business, financial services
and accounting experience.
Dave Bacek is the Chief Financial Officer for Noosa Yoghurt. Dave joined Noosa in June of 2013 and is
responsible for the financial strategy and reporting of the Company. He oversees all Company accounting
practices, including budget preparation, financial reporting, tax and audit functions. Dave is a tenured CFO who
has a consistent record of reducing costs, increasing profitability, and improving cash flow for medium and
large corporations. Dave has over 20 years of CFO experience after also having worked in the audit group for
Coopers & Lybrand. Dave has a BS in accounting from Rider University and is a licensed CPA.
Brian Mankwitz leads the investment efforts for Mantucket Capital and has led the firm’s participation in over
$1 billion of transactions. Prior to joining Mantucket Capital in early 2008, Mr. Mankwitz was an investment
banker at St. Charles Capital, a middle market investment bank focused on mergers and acquisitions, private
capital formation and related advisory services. Previously, Mr. Mankwitz led private equity investments for
Mankwitz Kurtz Investments, a family office private equity investment firm and independent sponsor. Mr.
Mankwitz received a Master's in Accounting and Finance from the London School of Economics and a Bachelors
in Science from Vanderbilt University. He is actively involved and holds Director positions in multiple Mantucket
portfolio companies and community organizations.
Timothy R. Woods, CPA, MBA, MSF, is a Shareholder of MHM P.C. and a Managing Director
of CBIZ MHM, LLC. He has worked in public accounting, consulting, and private industry for
the past 20 years, focusing on financial statement audits for both privately held and
publicly traded companies. As a member of the firm’s National Professional Standards
Group, Tim is a subject matter expert in the areas of fair value measurement, derivatives
and hedging activities, complex debt and equity transactions, including stock based
compensation, and foreign exchange.
NASBA/CPE Documentation
Professional Development Session I
4:00 – 4:50pm
Topic: 2015 Corporate and Individual Tax Update
Presenter: Bill Smith, Esq., Managing Director, National Tax Office, CBIZ MHM, LLC
Sponsored by:
Program Desciption:
In this presentation, we will recap the tax changes in 2014 and their impact on both individuals and businesses,
as well as discuss the tax landscape for the coming year. Topics to be addressed will include:
• Where we stand regarding Extender legislation
• Where we stand regarding comprehensive tax reform
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3. • Most relevant IRS announcements and rulings issued in 2014
• Most relevant cases decided in 2014.
Presenter Biography:
Bill Smith joined the CBIZ MHM National Tax Office in 2000 as a Managing Director
specializing in complex tax issues, IRS controversy matters, and accounting firm tax
practice liability issues. He is currently the lead tax consultant on the CBIZ Strategic
Healthcare Reform Task Force. read more
NASBA/CPE Documentation
Professional Development Session II
5:00 – 5:50pm
Topic: Seven Traits of Colorado Success Stories – Why Some Companies Grow and Others Get Stuck!
Presented by: Dave Mead, President and CEO, The Mead Consulting Group, Inc.
Sponsored by:
Program Desciption:
What do government outsourcing, web conferencing, burgers, logistics, steel distribution, focus groups, and
plastic cases have in common? Why do some companies thrive and others trudge along? Is it just a hot industry
or technology? Dave Mead shares some insights gained from some of Colorado’s successes. What these
companies have in common may surprise you.
Presenter Biography:
David Mead has 30+ years of experience growing middle market manufacturing,
distribution, technology, healthcare, software, building products, and business services
companies.
The Mead Consulting Group, Inc. (www.MeadConsultingGroup.com), founded in 1981,
specializes in working closely with the CEOs and business owners of middle market
companies to help them create value and leverage business strengths to take their
companies to the next level. read more
NASBA/CPE Documentation
Rules/Policies that apply to all presentations
Course Registration Requirements: register online at www.feicolorado.org to guarantee a seat and handout.
Dinner and Presentation are free for members and Strategic Partners and qualified guests. Non-members $65.
Refund/Cancellation Policy: Attendance is free so no refund is offered. FEI Colorado appreciates a two-day
cancellation notice, however, for handouts and available seating calculations.
Complaint Resolution Policy: Please contact FEI Colorado President Carolyn Romero at
Carolyn.Romero@comcast.net or Immediate Past President Courtney Cowgill at Courtney@Cowgill.us.
Note: FEI has made every effort to comply with NASBA/AICPA Statement on Standards for Continuing
Professional Education Programs. Final authority of acceptance of CPE credits rests with the Colorado Board of
Accountancy. For additional information, please go to
http://www.dora.state.co.us/accountants/cperequirements.htm.
Please be prompt! All sessions will begin and end as scheduled.
Handouts: When provided, a limited number of PD session handouts will be available at the meeting, and are
also posted online by noon of the meeting day. This allows participants to view, print, or save a copy of the
presentation materials before the session. In most cases, the handouts will remain available online after the
meeting.
Cancellations: Please notify the FEI of Colorado office of any cancellations by 12:00pm the Tuesday before the
event or you may be charged for your reservation.
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