MOVING BEYOND CAPITAL GAINS TAX DRIVERS FOR M&A IN 2013 PROGRAM GUIDE SPONSOR
Wednesday, January 16, 2013 • Beverly Hilton
TODAY’S PANELISTS John E. Mack III Imperial Capital, LLC John E. Mack III is Executive Vice President, Co-Head of Investment Banking and Head of Mergers & Acquisitions at Imperial Capital. Mr. Mack joined Imperial Capital in 2008 as part of the firm’s acquisition of certain assets of USBX Inc., an investment banking firm focused on mergers and acquisitions. Mr. Mack was founder and Chief Executive Officer of USBX. Prior to USBX, Mr. Mack served as the Chief Executive Officer and a member of the Board of Directors of Protection One, Inc., then the nation’s second largest provider of life safety and property monitoring services. Mr. Mack was involved in over 200 acquisitions and oversaw the company’s growth from approximately 30,000 subscribers and $17 million in revenue to more than 1.6 million subscribers, $600 million in revenue and an enterprise value of over $2 billion.
W. Michael Rosenberg Intrepid Investment Bankers LLC Mike Rosenberg is the Chief Executive Officer and cofounder of Intrepid Investment Bankers LLC. Most recently he was Co-Head of the Middle Market Group (“MMG”) of Investment Banking and Capital Markets (“IBCM”) for Wells Fargo Securities, LLC. In that position, he served on IBCM’s Operating, Commitment and Fairness Opinion committees. Mr. Rosenberg has spent more than 26 years in investment banking and corporate finance, assisting corporate clients in achieving their financial and strategic objectives. Mr. Rosenberg has been the senior advisor in numerous prominent middle market transactions. Some of the transactions in which he has acted in such capacity include the take-private of Herbalife International Inc., the sale of Pacific Architects and Engineers, Inc. to Lockheed Martin Corporation (NYSE:LMT), the sale of Wickes Furniture, Inc. to Sun Capital, LAK Acquisition Corp.’s sale of the Los Angeles Kings Hockey Team, the merger of Dakin, Inc. with Applause Enterprises, Inc. and the merger of Smith+Noble LLC with Cornerstone Brands, Inc. Mr. Rosenberg graduated cum laude from UCLA with a B.A. degree in Economics. In addition, he holds an M.B.A. degree from the Harvard Business School.
TODAY’S PANELISTS Todd Morris Harris Williams & Co. Todd Morris is Co-Head of Harris Williams & Co.’s San Francisco Office and leads the firm’s Healthcare & Life Sciences Group on the West Coast. Mr. Morris joined Harris Williams & Co. in Richmond, VA in 1996 and moved to San Francisco in 2000 to build Harris Williams & Co.’s West Coast Office. Harris Williams & Co. (www.harriswilliams.com), a member of The PNC Financial Services Group, Inc. (NYSE:PNC), is a preeminent middle market investment bank focused on the advisory needs of clients worldwide. With 17 years of M&A experience, Mr. Morris has led transactions in an array of industries including healthcare products and services, consumer products, direct marketing, distribution, and manufacturing. Mr. Morris earned a B.S. in Business Administration, magna cum laude, from the University of Richmond’s E. Claiborne Robins School of Business with a concentration in Finance.
TODAY’S MODERATOR Bob McCarrick GE Capital, Corporate Finance Bob McCarrick is Chief Commercial Officer-Lending at GE Capital, Corporate Finance, specializing in providing commercial loans and equipment finance to mid-size companies for growth, acquisitions and turnarounds. Mr. McCarrick leads all assetbased, cash flow and structured loan origination teams including specialties such as Food & Beverage, Energy, Metals, Retail and Restructuring. Prior to being appointed to his current role in 2012, Mr. McCarrick served as Senior Managing Director, Corporate Finance for GE Capital, Healthcare Financial Services (HFS), a premier provider of financing to the healthcare industry with focus areas in Corporate Finance, Real Estate, Life Sciences and Equipment Finance. Bob McCarrick has a Bachelor of Science in Accounting from the University of Connecticut. Mr. McCarrick currently resides in Connecticut with his wife and four children.
SPONSOR ACG LA Sponsoring ACG LA meetings is a great way to increase your firm’s visibility among the decision makers and deal makers who attend. Members know that your support helps maintain our high quality programming and they appreciate your involvement. For more detailed sponsorship benefits, please visit www.acgla.org or call Ramesh Swamy, Vice President, Sponsorship at 213.688.3356.
TODAY’S SPONSORS
PROGRAM CHAIR Rocky Gor, Senior Vice President, GE Capital
PROGRAM GUIDE SPONSOR Greenberg Glusker is a 100 attorney, Los Angeles-based, full-service law firm that provides the highest quality legal services and strategic business advice to entrepreneurs and companies. Our areas of practice include: Corporate, Tax, Bankruptcy/Insolvency, Litigation, Intellectual Property, Entertainment, Real Estate, Environmental, Employment, Estate Planning, and International transactions. Contact: Andrew Apfelberg, Partner, 310.553.3610 or AApfelberg@greenbergglusker.com.
2013 ANNUAL SPONSORS ACG LA is generously supported by our Annual Sponsors, whose commitments enable us to produce the highest quality programming with reasonable attendance fees:
Avant Advisory Group
James F. Davidson, Managing Director, 714.924.7888, JDavidson@AvantAdvisory.com
Comerica Bank
Geoff Matthews, Vice President & Group Manager , 818.379.2941, gjmatthews@comerica.com
Crowe Horwath
Jeff Tillman, Director, 818.325.8416, jeff.tillman@crowehorwath.com
Crystal & Company
Shawn Bernardini, Executive Director, 619.265.6305, bernardinis@FCRYSTAL.COM
DLC
Rahul Merani, Director of Client Services, 310.895.7000, rmerani@dlcinc.com
Grant Thornton
Daina Petronis, Marketing Manager, 213.688.1780, Daina.Petronis@gt.com
Green Hasson Janks
Kari Schott, Director of Marketing, 310.873.1628, kschott@greenhassonjanks.com
Houlihan Lokey
Scott Kolbrenner, Managing Director, 310.712.6524, SKolbrenner@hl.com
Intrepid Investment Bankers LLC
Gary S. Rabishaw, Managing Director, 310.478.9000, grabshaw@intrepidib.com
Loeb & Loeb
Jennifer Manton, Chief Marketing Officer, 212.365.8279, jmanton@loeb.com
McGuire Woods, LLP
Richard Grant, Partner, 310.315.8234, RGrant@mcguirewoods.com.
PNC Business Credit
Gail Bernstein, Executive Vice President, 626.432.7540, gail.bernstein@pnc.com
Polsinelli | Shughart
Tracey M. Ginn, Principal, 310.203.5304, TGinn@Polsinelli.com
Sheppard Mullin
Eric Klein, Partner, 213.228.3728, eklein@sheppardmullin.com
SingerLewak LLP
Suzie Doran, Partner, 310.477.3924, sdoran@singerlewak.com
Troy Gould PC
Larry Zamora, Marketing Coordinator, 310.789.1336, lzamora@troygould.com
Windes & McClaughry
Peter Lee, Partner, 562.435.1191, plee@windes.com
ABOUT ACG
Driving Middle Market Growth in Los Angeles ACG LA is one of the largest and most active chapters of the Association for Corporate Growth (“ACG”) and the premier association for professionals involved in corporate growth, corporate development and mergers and acquisitions. ACG LA delivers thought provoking, knowledge-based events and networking opportunities for professionals responsible for facilitating corporate growth initiatives at middle market companies. Participants in ACG LA’s monthly meetings, world class conferences and intimate roundtable discussions include corporate officers, private equity sources and service providers who seek to remain abreast of current issues relating to corporate growth and to interact with thought leaders. ACG presently has 57 chapters in North America and Europe, with 14,000 members from corporations, private equity, finance and professional service firms. Visit www.acgla.org or call 310.426.9710 to join.
MEMBER BENEFITS • ACG’s dynamic global membership database. • Intergrowth, ACG’s annual global conference, facilitates informal deal exchange and networking with more than 2,000 leading international corporate growth professionals. • Mergers and Acquisitions: The Dealmaker’s Journal, ACG’s monthly publication. ACG members may submit articles and columns for publication. • Achieving Corporate Growth, ACG’s monthly e-newsletter. • Merger Mogul, an e-newsletter from Source Media that provides expert commentary, analysis and news on corporate and private equity-backed mergers and acquisitions, focusing primarily on middle market deals, people and transactions. Become a member today to gain access to the above benefits and more: • Attend ACG LA’s monthly events at a large discount from the non-member rate. • Attend ACG LA’s Annual Conference on September 17-18, 2013 a $150 savings. As a reminder, any ACG member who refers a new member to our chapter will receive free admission to one of our monthly chapter meetings. For more details, please contact Christyne Buteyn or Ari Nadelman, our VP of Membership.
2013 ACG LA DIRECTORS & OFFICERS Andrew Apfelberg - Chairman Greenberg Glusker aapfelberg@greenbergglusker.com 310.553.3610 Jason Brown - Past Chairman GE Capital jason.brown@ge.com 213.615.2116 John Brumlik - Co-VP Awards KPMG jbrumlik@kpmg.com 213.955.8180 Thomas Cleary - Secretary Dykema Gossett tcleary@dykema.com 213.457.1760 Suzie Doran - Treasurer SingerLewak, LLP sdoran@singerlewak.com 310.477.3924 Chris Hebble - VP ACG Cup Cerberus California chebble@cerberuscalifornia.com 310.903.5016 Stephen Lee - Co-VP Awards K & L Gates stephen.lee@klgates.com 310.552.5015 Steven Moon - VP Private Equity Duff & Phelps Securities, LLC steve.moon@duffandphelps.com 424.249.1689 Ari Nadelman - VP Membership Lionfish Advisors, LLC ari@lionfishadvisors.com 310.396.8000 Amy Oswick - Co-VP Women of ACG Revo Payments amy.oswick@gmail.com 310.904.9819 Michael Patrick - VP Communications Gallagher Equity Advisors michael_patrick@ajg.com 818.539.1421 Gary Rabishaw - VP Programs Intrepid Investment Bank grabishaw@intrepidib.com 310.478.9000
Lewis Stanton - VP Corp Exec Forum Stanton Associates, LLC lstanton@stantonassoc.com 818.752.6500 Ramesh Swamy - VP Sponsorship Deloitte Corporate Finance rswamy@deloitte.com 213.688.3356 Tracy Washburn - Co-VP Women of ACG JP Morgan Chase tracy.e.washburn@jpmchase.com 213.621.8036 DIRECTORS AT LARGE Paul Gurrola BDO USA, LLP pgurrola@bdo.co.com 310.203.1208 Eric Klein Sheppard Mullin eklein@sheppardmullin.com 310.228.3728 Scott Kolbrenner Houlihan Lokey skolbrenner@hl.com 310.712.6524 Peter W. Lee Windes & McClaughry plee@windes.com 213.327.0575 Rahul Merani DLC rmerani@dlcinc.com 310.895.7000 Margaret Shanley Duff & Phelps margaret.shanley@duffandphelps.com 424.249.1780 Bill Webster - Chief Executive Officer bill@acgla.org 310.245.5942 Christyne Buteyn - Chapter Executive info@acgla.org 310.426.9710 Anne Ettley - Chapter Administrator anne@acgla.org 310.426.9710
UPCOMING EVENTS January 24, 2013 - Rush Hour Networking Traxx Restaurant, in the Historic Union Station Downtown Los Angeles February 5, 2013 – Rush Hour Networking Lionsgate “Academy Awards” Santa Monica
February 20, 2013 – Healthcare Panel California Club Downtown Los Angeles