INVESTMENT BANKING PANEL PROGRAM GUIDE SPONSOR
Wednesday, July 20, 2011 • The California Club
TODAY’S PANELISTS CHRISTOPHER D. PETROSSIAN Lincoln International LLC Christopher Petrossian is a managing director at Lincoln International LLC. Mr. Petrossian is head of the Los Angeles office and is responsible for sourcing and executing advisory and capital markets transactions for middle-market companies and financial sponsors in the Western U.S. market. Previously he held various senior positions at Lehman Brothers and Barclays Capital including Head of the West Coast middle market group, senior vice president of financial sponsors and vice president of M&A. Prior to that, he was a business analyst at Deloitte, La Salle Partners and Western Waste Industries. He holds a B.A. in economics from UCLA and an M.B.A. in finance and accounting from the University of Chicago, Graduate School of Business.
BRADLEY SCHREIBER McGladrey Capital Markets LLC Brad Schreiber is a managing director at McGladrey Capital Markets. He has more than 20 years of diverse financial experience in investment and commercial banking. Mr. Schreiber has advised public and private companies and private equity groups on domestic and international M&A, leveraged buyouts and debt and equity capital raises. He has completed transactions in a wide array of industries, including consumer products, sporting goods, specialty chemicals, information technology, fire protection and engineering and industrial services. Prior to joining McGladrey, Mr. Schreiber was a vice president with Citigroup’s middle-market investment banking division. Before that, he served as a vice president with Wells Fargo Bank in its commercial banking group. Mr. Schreiber received his B.A. in business administration with concentrations in marketing and finance from San Diego State University.
DUANE STULLICH FocalPoint Partners Duane Stullich is a co-founder of and Managing Director at FocalPoint Partners. He has extensive experience advising middle market companies with mergers and acquisitions (both healthy and distressed), leveraged transactions, private placements of debt and/or equity capital, private equity investing debt restructurings, and financial opinions including solvency and fairness opinions. Mr. Stullich is a frequent speaker to business groups regarding M&A related topics and has been published or quoted in Barron’s and The Deal. In addition to being an accomplished investment banker, Mr. Stullich is also a seasoned entrepreneur. He was one of the key contributors to the establishment of the corporate finance department at Houlihan Lokey Howard & Zukin, a co-founder of Murphy Noell Capital, and, most recently, a co-founder of FocalPoint Partners. Mr. Stullich received his MBA from the UCLA Anderson School of Management.
TODAY’S PANELISTS KEVIN W. SHULTZ FTI Consulting Kevin Shultz is a Senior Managing Director at FTI Consulting and senior investment banker at FTI Capital Advisors, LLC, where he specializes in both middle market M&A and capital raising for situations involving complex financial engineering and/or restructuring. Previously Mr. Shultz was co-founder of The Wescott Group, where he advised numerous companies of transactions critical to their survival and/or growth. Mr. Shultz was also once affiliated with the M&A departments of Drexel Burnham Lambert and Chanin & Company as well as McKinsey & Company. Mr. Shultz has been named one of Southern California’s top 25 dealmakers by the Los Angeles Business Journal and has been a consistent winner and/or finalist of numerous Deal of the Year awards by the M&A Advisor. He has served on the boards of directors of several for profit and non-profit organizations, including Harch Capital Management, Qintex USA, the Los Angeles Venture Association and the Los Angeles Chapter of the Association for Corporate Growth. Kevin Shultz also served as co-chairman of the Los Angeles Investment Capital Conference from inception to 2003. He received his B.A. in Economics, Summa Cum Laude, from the University of Southern California, Santa Barbara. He also received an M.B.A. from the Harvard University Graduate School of Business Administration.
TODAY’S MODERATOR HADLEY MULLIN TSG Consumer Partners Hadley Mullin is a managing director at TSG Consumer Partners. Ms. Mullin is responsible for originating new investment opportunities, performing due diligence on new business opportunities, structuring transactions and working with partner companies. She is also a member of the Investment Committee. Prior to joining TSG, Ms. Mullin was with Bain & Company where she worked in a variety of practice areas, including consumer products, retail and healthcare. Her experience includes business unit strategy, sales and marketing optimization and new product development. Ms. Mullin also worked in Bain’s private equity practice, where she conducted strategic and operational due diligence for private equity clients. Ms. Mullin received her B.A., with top honors, in government from Dartmouth College and her M.B.A. from the Stanford University Graduate School of Business, where she was an Arjay Miller Scholar.
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 Andrew Apfelberg, Vice President,Sponsorship at 310.286.1700.
TODAY’S SPONSORS
PROGRAM CHAIR Rocky Gor, Senior Vice President GE Capital
Telephone: 213.615.2131 • Email: rocky.gor@ge.com
PROGRAM GUIDE SPONSOR Rutter Hobbs & Davidoff is a full service law firm representing companies across a wide breadth of industries, their principals and entrepreneurs. RHD’s seasoned attorneys provide thoughtful, focused legal counsel at competitive rates in matters involving: Corporate and Securities; Bankruptcy, Reorganization & Capital Recovery; Business Litigation; Estate Planning & Trust Litigation; Intellectual Property, Advertising & Promotions; Internet & New Media; Labor and Employment; and Real Estate. Contact: Andrew Apfelberg, Partner, 310.286.1700
www.rutterhobbs.com
2011 ANNUAL SPONSORS ACG L A is generously suppor ted 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
CenterPoint M&A Advisors
Chris Bandouveris, President, 818.593.7907, chris@centerpnt.com
DLC
Rahul Merani, Director of Client Services, 310.895.7000, rmerani@dlcinc.com
Frank Crystal & Company
Shawn Bernardini, Executive Director, 619.265.6305, bernardinis@FCRYSTAL.COM
Gallagher Equity Advisors
Michael Patrick, Managing Director, 818.539.1421, Michael_Patrick@ajg.com
Grant Thornton
Harris Smith, Partner, 213.596.3445, harris.smith@us.gt.com
Green Hasson & Janks LLP
Sherri Gastelum, Director Business Development, 310.873.1605, sgastelum@ghjadvisors.com
Houlihan Lokey, Howard & Zukin
Scott Kolbrenner, Managing Director, 310.712.6524, skolbrenner@hlhz.com
Intrepid Investment Bankers LLC
Gary S. Rabishaw, Managing Director, 310.478.9000, grabshaw@intrepidib.com
Lincoln International LLC
Christopher Petrossian, Managing Director, 213.283.3703, cpetrossian@lincolninternational.com
Morgan, Lewis & Bockius LLP
Scott Adamson, Partner, 213.612.7365, sadamson@morganlewis.com
PNC Business Credit
Gail Bernstein, Executive Vice President, 626.432.7540, gail.bernstein@pncbusinesscredit.com
Sheppard Mullin Richter & Hampton LLP Eric Klein, Partner, 213.228.3728, eklein@sheppardmullin.com
Sidley Austin LLP
Kelly L.C. Kriebs, 213.896.6683, kkriebs@sidley.com
SingerLewak LLP
Ronit Koren, Director of Marketing, 310.477.3924. rkoren@singerlewak.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 53 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 20-21, 2011 at a $150 savings. As a reminder, any ACG members who refer 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.
2011 ACG LA DIRECTORS & OFFICERS Chairman & President: Jason Brown GE Capital 213.615.2116
VP Private Equity: Steve Moon Duff & Phelps Securities 310.689.0070
Past President: Scott Kolbrenner Houlihan Lokey 310.712.6524
VP Research & Dev.: Chris Hebble Cerberus California, Inc. 310.903.5016
Secretary: Tom Cleary SNR Denton 213.892.5080
VP WIGI: Ivelisse Simon Avante Mezzanine Partners 310.667.9243
Treasurer: Bob Pearlman BDO USA, LLP 310.557.8228
VP ACG Cup: Gary Rabishaw Intrepid Investment Bankers 310.478.9000
VP Programs: Suzie Doran SingerLewak LLP 310.477.3924 VP Awards: Paul Gurrola BDO USA, LLP 310.203.1208 VP Membership: Ari Nadelman Lionfish Advisors, LLC 310.396.8000 VP Communications: Dianne Prust Wells Fargo Private Bank 310.426.3849 VP Sponsorship: Andrew Apfelberg Rutter Hobbs & Davidoff 310.286.1700 VP Corp Exec Forum: Lewis Stanton Stanton Associates LLC 818.752.6500
Chief Executive Officer: Bill Webster 310.245.5942 • bill@acgla.org
DIRECTORS AT LARGE Marc Deneen PNC Business Credit 818.752.6196 Tom Hayes PNC Business Credit 818.752.6104 Eric Klein Sheppard Mullin 310.228.3728 Rahul Merani DLC 310.895.7000 Doug Schreier ACG At Large 310.892.4972 Alain Rothstein Vicente Capital Partners 310.426.9710 Chapter Executive: Christyne Buteyn 310.426.9710 • info@acgla.org
UPCOMING EVENTS August 2, 2011 Rush Hour Networking 5:30 pm on the Veranda at the Peninsula Hotel, Beverly Hills
August 17, 2011 - A Taste of Summer 5:30 – 9:00 pm – Shutters on the Beach Santa Monica beach - Members Only September 20-21, 2011 ACG LA Conference Beverly Hilton Hotel