Los Angeles
Annual Awards Ceremony Tuesday, May 1, 2012 • Walt Disney Concert Hall Presented by
Presenting Sponsor
KPMG LLP congratulates the winners of the ACG Los Angeles Annual Awards For more information, contact: John Brumlik, Partner 213-955-8680 jbrumlik@kpmg.com Michelle Wroan, Partner 213-955-8657 mwroan@kpmg.com KPMG LLP 355 South Grand Avenue, Suite 2000 Los Angeles, CA 90071
kpmg.com
© 2012 KPMG LLP, a Delaware limited liability partnership and the U.S. member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (“KPMG International”), a Swiss entity. All rights reserved. Printed in the U.S.A. The KPMG name, logo and “cutting through complexity” are registered trademarks or trademarks of KPMG International. 59258SFO
Agenda 5:30 pm – 6:50 pm – Cocktail Reception & Networking 6:50 pm – 7:20 pm
Andrew Apfelberg - ACG LA Chairman - Opening Remarks, Welcome and Introduction to Presenting Sponsors
John Brumlik, KPMG Introduction to Alumni Winners
Scott Hodgkins, Latham & Watkins, LLP Introduction to Frank Mottek, Master of Ceremonies
7:20 pm – 8:25 pm – AWARDS PRESENTATION
Global Company Air Lease Corporation
Innovation CODA Holdings
Company Growth - Mid Cap RadNet, Inc.
Industry Transformation Lucky Strike
Company Growth - Large Cap CBRE Group, Inc.
Deal Of The Year - Mid Cap Vantage Oncology Holdings, LLC
Founder The Marvin Group
Corporate Responsibility Belkin
IPO Of The Year Cornerstone OnDemand Deal Of The Year - Large Cap 99 Cents Only Stores
8:25 pm – 8:30 pm
Bill Webster - ACG LA CEO Closing Remarks ACG LA 2012 Annual Awards Ceremony
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About ACG LA DRIVING MIDDLE MARKET GROWTH For over 40 years, ACG LA has been a hub for the city’s business community. A place for executives of all types to learn new practices, challenge conventional thinking and broaden and strengthen their relationships throughout the region. ACG LA’s members represent companies and industries that are as varied as the neighborhoods of Los Angeles - corporate executives, commercial and investment bankers, private equity investors as well as legal, accounting and finance professionals, many of whom specialize in mergers and acquisitions or corporate development. The diversity of professions and industries is one of ACG LA’s greatest strengths, along with the Chapter’s commitment to hosting events that bring members together, as well as help them share information and stay apprised of the business environment. ACG LA is more than a networking group-it’s an organization of individuals pursuing the shared goal of corporate growth . ACG LA is well-known for its Annual Business Conference, which attracts participants from across the nation and around the world and showcases some of the most influential speakers from the business, entertainment and political realms. Founded in 1954, the Association for Corporate Growth, Inc. is the premier global association for professionals involved in corporate growth, corporate development, and mergers and acquisitions. Today, ACG stands at over 14,000 members from corporations, private equity, finance and professional service firms representing Fortune 500, Fortune1000, FTSE 100, and mid- market companies in 57 chapters in North America and Europe. Our members, all leaders in their fields, belong to ACG to be part of an influential community of leaders growing public and privatecompanies worldwide. www.acgla.org
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Welcome May 2012 Dear Attendee, On behalf of the board of the Los Angeles Chapter of the Association for Corporate Growth, we welcome you to the 2nd Annual ACG LA Awards ceremony. We are delighted to honor our award winners, a collection of 10 outstanding area companies that have demonstrated the principles that are core to our organization. For more than 40 years, ACG LA has been deeply involved in the Southern California business community. Our members, directors, partners and sponsors represent many of the most respected companies in the region, and year after year they make our success possible. The ACG LA Annual Awards are our way of recognizing a select group of local companies that not only have demonstrated leadership in their fields but have also made a significant impact in the region. From real estate to electric vehicles, our award recipients represent a diverse array of private and public companies, and they are a true testament to the thriving business community of Los Angeles. We would also like to take this opportunity to thank the many people who work tirelessly to make ACG LA such an important organization for Southern California’s middle market executives and deal makers. Thank you for your continued support of ACG LA, and please join us in congratulating our outstanding 2012 Annual Awards winners. Sincerely,
Andrew Apfelberg Chairman
Stephen Lee VP ACG LA Awards Committee
ACG LA 2012 Annual Awards Ceremony
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The Winners
GLOBAL COMPANY AWARD
The mission of Air Lease Corporation (NYSE: AL) is to work with airlines worldwide to modernize and grow their fleets, consult with OEMs as they develop the next generation of fuel-efficient “green” aircraft, and continue to explore strategic business solutions for its clients to support their growth and success. With the growing demand for aircraft in the world’s emerging markets, it’s clear that the future of its industry expands beyond developed nations to evolving markets, making it truly global. While Air Lease is based in Los Angeles, The company has built a network of strong and growing relationships with airlines in every geographic region of the world.
COMPANY GROWTH - MID CAP AWARD
Founded in 1984, RadNet, (NASDAQ: RDNT) is the largest owner/operator of fixed-site diagnostic imaging centers in the United States. With principal operations consisting of 233 imaging facilities in seven states, including California, Maryland, Delaware, New Jersey, New York, Rhode Island and Florida, RadNet offers the full spectrum of diagnostic imaging exams, including PET/CT, MRI, CT, Nuclear Medicine, Mammography, Ultrasound, X-ray and numerous other procedures. In addition, RadNet provides radiology software solutions, teleradiology remote image interpretation and fully integrated breast oncology centers through its eRAD, Imaging-OnCall and BreastLink subsidiaries.
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COMPANY GROWTH - LARGE CAP AWARD
CBRE Group, Inc. (NYSE: CBG), a Fortune 500 and S&P 500 company headquartered in Los Angeles, is the world’s largest commercial real estate services firm (in terms of 2011 revenue). The company has approximately 34,000 employees (excluding affiliates), and serves real estate owners, investors and occupiers through more than 300 offices (excluding affiliates) worldwide. CBRE offers strategic advice and execution for property sales and leasing; corporate services; property, facilities and project management; mortgage banking; appraisal and valuation; development services; investment management; and research and consulting.
FOUNDER AWARD M
E
C
The Marvin Group aka Marvin Engineering Co., Inc. (MEC) was founded in 1963 and is headquartered in Inglewood, California. The company, through its subsidiaries, manufactuers complex parts and electro-mechanical assemblies for the aerospace and defense industry, including aerostructures, missle launchers, ejector racks, test equipment and military hardware. The Marvin Group employs 1,100 people and occupies over 1,000,000 square feet and has the following wholly owned subsidiaries:
• Marvin Engineering • Marvin Test Systems • Flyer Defense
• Aerospace Dynamics International • Marvin Land Systems • Cleanwater Technologies ACG LA 2012 Annual Awards Ceremony
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The Winners
CORPORATE RESPONSIBILITY AWARD
Belkin International, Inc., offers an extensive range of innovations designed to give computer and consumer electronics users seamless integration in their homes, cars, and on the go. Belkin, a privately-held company founded in Hawthorne, California in 1983, is the recognized global leader in connectivity solutions. Since its inception, Belkin has experienced an amazing 25 consecutive years of dramatic growth and remains committed to making significant strides in the areas of research and design.
INNOVATION AWARD
CODA Holdings, Inc., is a privately-held green technology company headquartered in Los Angeles that designs, manufactures and sells electric vehicles and lithium-ion battery systems purpose-built for transportation and utility applications. To accelerate the deployment of electric vehicles and renewable energy globally, CODA has focused on improving performance and safety, reducing cost, and commercializing production of its advanced energy storage systems. The company’s flagship product, the CODA allelectric car, was launched in March. It is a 4-door, 5-passenger sedan with a best-in-class electric range of up to 125 miles per charge. Test drive a CODA at the Westfield Century City.
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INDUSTRY TRANSFORMATION AWARD
Lucky Strike is America’s premiere upscale bowling restaurant/lounge. It’s for people that enjoy a social experience above and beyond the average night out. Lucky Strike offers a unique environment with bowling lanes wrapped in a stimulating atmosphere of art and music. The company features state-ofthe-art lanes, party spaces, sophisticated menus, full-service bars, billiards, plasma TVs, DJs and more. Just walking in the door, guests immediately experience the “Wow” factor and know they are in for a memorable night.
DEAL OF THE YEAR - MID CAP AWARD
Founded in October 2002, Manhattan Beach-based Vantage Oncology acquires, joint ventures, develops and operates radiation oncology centers of excellence. Vantage was created in response to the growing need among cancer patients, hospitals and physicians for accessible and advanced radiation treatment therapies. Vantage has been a pioneer in the establishment of multi-specialty oncology care organizations (OCO’s), bringing together radiation oncologists, medical oncologists, urologists and surgical specialties in combination with a radiation oncology center of excellence. Vantage currently operates 46 centers in 13 states in conjunction with over 100 physician affiliates and over 750 employees. ACG LA 2012 Annual Awards Ceremony
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The Winners
IPO OF THE YEAR AWARD
Founded in 1999, Santa Monica based Cornerstone OnDemand (NASAQ: CSOD) is a leading global provider of a comprehensive talent management solution. The company enables organizations to meet the challenges they face in empowering and maximizing the productivity of their people. Companies use Cornerstone’s software to source and recruit top talent, develop and engage employees throughout their careers, improve business execution, cultivate future leaders, and engage external networks of customers, vendors and distributors. The company currently empowers over 7.5 million users across 179 countries and in 31 languages.
DEAL OF THE YEAR - LARGE CAP AWARD
Founded in 1965, 99¢ Only Stores is a deep discount retailer emphasizing quality name-brand consumables priced at an excellent value in convenient, attractively merchandised stores. 99¢ Only Stores offer a wide assortment of regularly available consumer goods as well as a variety of closeout merchandise, which creates an exciting “treasure hunt” shopping experience as customers search for exceptional deals. Food and beverages account for over half of products offered, providing convenience to customers in meeting everyday grocery needs. The company, headquartered in the city of Commerce, operates 298 retail stores with 219 in California, 37 in Texas, 29 in Arizona, and 13 in Nevada.
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ACG LA Business Conference
ACG LA 2012 Annual Awards Ceremony 10
“I know exactly who you should call.” People who know, know BDO.
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Accountants and Consultants www.bdo.com BDO provides assurance, tax, financial advisory and consulting services to a wide range of publicly traded and privately held companies. We offer a sophisticated array of services and the global capabilities of the world’s fifth largest accounting and consulting network, combined with the personal attention of experienced professionals. Paul Gurrola, Director BDO 1888 Century Park East, 4th Floor Los Angeles, CA 90067 / 310-203-1208
ON
© 2012 BDO USA, LLP. All rights reserved. www.bdo.com ON
ON
Always On. ON
Always On. DLC helps companies transform ideas into action, one project at a time. Our full-time practitioners are Big 4 CPAs or MBAs from the nation’s leading business schools. All have executed work within the complex environments of the Fortune 1000. Their desk-level expertise, backed by our efficient business model, positions us as a leading provider of high-quality results. DLC — founded by finance people, for finance people. DLC helps companies transform ideas into action, one project at a time. Our full-time practitioners are Big 4 CPAs or MBAs from the nation’s leading business schools. All have executed work within the complex environments of the Fortune 1000. Their desk-level expertise, backed by our efficient DLC SERVICES business model, positions us as a leading provider of high-quality results. DLC — founded by finance We provide our clients with project execution capabilities in: Financial Planning & Analysis | Financial people, for finance people.
Accounting & Reporting | Financial Systems Implementation | Process Documentation & Redesign |
DLC SERVICES Interim or “Gap” Financial Management | Project Management | M&A Due Diligence Support | Post We provide our clients with project execution capabilities in: Financial Planning & Analysis
Merger Financial Integration Accounting & Reporting
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Financial Systems Implementation
|
|
Financial
Process Documentation & Redesign
888.595.5600 www.dlcinc.com
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Interim or “Gap” Financial Management | Project Management | M&A Due Diligence Support | Post
888.595.5600 www.dlcinc.com
Merger Financial Orange Integration Los Angeles County
San Diego
San Fernando & Ventura County
San Francisco
Chicago
Dallas
Los Angeles
San Diego
San Fernando & Ventura County
San Francisco
Chicago
Dallas
Orange County
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GE Capital Corporate Finance
We’re not just bankers, we’re builders. In addition to growth, working capital and equipment finance, clients benefit from access to know-how from across GE. Call 1-800-326-6342 to learn more. gecapital.com/americas
imagination at work
ACG LA 2012 Annual Awards Ceremony 12
Greenberg Traurig is proud to be a VIP sponsor of ACG’s Los Angeles Annual Awards Dinner. Congratulations to this year’s honorees. 1800 Attorneys 34 Locations° www.gtlaw.com
Mark Levinson | levinsonm@gtlaw.com | 310.586.3888
The hiring of a lawyer is an important decision and should not be based solely upon advertisements. Before you decide, ask us to send you free written information about our qualifications and our experience. Prior results do not guarantee a similar outcome. Greenberg Traurig is a service mark and trade name of Greenberg Traurig, LLP and Greenberg Traurig, P.A. ©2012 Greenberg Traurig, LLP. Attorneys at Law. All rights reserved. °These numbers are subject to fluctuation. 14312
Congratulations to the ACG Los Angeles Annual Award winners on your outstanding performance and leadership. Special congratulations to CBRE Group, Inc. William Bernfeld, Partner william.bernfeld@klgates.com
Stephen Lee, Partner steve.lee@klgates.com
Jeffrey Weitzman, Partner jeffrey.weitzman@klgates.com
K&L Gates LLP. Global legal counsel in more than 40 fully integrated offices on four continents. Learn more at klgates.com
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Proud Supporter Morgan Stanley Smith Barney is proud to support the ACG Los Angeles 2012 Awards honoring The Marvin Group
Emilia Pirro, CRPSÂŽ Financial Advisor 9665 Wilshire Boulevard, Suite 600 Beverly Hills, CA 90212 310-285-2691 emilia.pirro@mssb.com
Š 2012 Morgan Stanley Smith Barney LLC. Member SIPC. NY CS 6930002 SUP021 10/11 394525
Sheppard, Mullin, Richter & Hampton LLP is proud to support
ACG-Los Angeles and we congratulate our clients, RadNet and CBRE Group, and the other award winners for their outstanding performance and leadership.
www.sheppardmullin.com
ACG LA 2012 Annual Awards Ceremony 14
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Achieving great things for our community When someone comes along who has the courage and vision to turn dreams into reality, the future looks brighter for everyone. We proudly celebrate the 2012 ACG Awards.
wellsfargo.com
Š 2012 Wells Fargo Bank, N.A. All rights reserved. Member FDIC. (714874_04885)
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UBM_ACG_Apr27_5x3.75_4C
Congratulations to the ACG Los Angeles Awards honorees. Commercial Banking Everett Orrick SVP and Regional Manager Los Angeles Area Corporate & Middle Market Banking 213-236-5870 unionbank.com/commercial Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world’s largest financial organizations. ©2012 Union Bank, N.A. All Rights Reserved.
Upcoming Events
May 16th – Rush Hour Networking – Rush Street, Culver City June 12th – Rush Hour Networking – The City Club, Los Angeles June 13th – Private Equity Roundtable – Montage, Beverly Hills June 20st – State of Private Equity – California Club, Los Angeles June 21st – Corporate Executive Forum – The City Club, Los Angeles ACG LA 2012 Annual Awards Ceremony 16
ACG Cup Started in 2004 by the Los Angeles Chapter of ACG, the ACG Cup is a business school case competition where students, organized into “Investment Banking” teams, analyze a real-life M&A transaction scenario and present their recommendations to a “Board of Directors” comprised of seasoned M&A professionals from within the Southern California ACG community. Teams are rated on criteria such as proper use of valuations techniques, understanding of capital markets conditions and the quality of their presentation skills and strategic advice. The 2012 Southern California ACG Cup involved over 200 students from ten business schools and over 50 volunteer “Board Members” from the community. After winning their individual school competitions, ten finalist teams faced off on February 28th at Chapman University. It was a truly rewarding experience for both the students and volunteers. The team from The Graziadio School of Business and Management at Pepperdine University was selected as the winning team by a unanimous judges vote. The team consisted of four MBA students:
Sean Gray Justin Griffin
Jay Kline Clayton Wyatt
ACG would like to thank Houlihan Lokey for preparing the M&A case and Merrill for providing data site services.
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ACG Corporate Executive Forum ÂŽ
Corporate Executive Forum
ACG LA’s Corporate Executive Forum represents a tight-knit group of senior executives from leading Los Angeles area companies. The group provides a forum where top executives can discuss, with a group of their peers, the challenges and opportunities they face as leaders of prominent companies. Each year, the Forum hosts several events that focus on the topics most important to C-level executives, including doing business in California, developing and implementing growth strategies, and keeping their organizations running smoothly and effectively. The Corporate Executive Forum is by invitation only and limited to top company officers. For more information, please contact Lewis Stanton at lstanton @stantonassoc.com or Rahul Merani at rmerani@dlcinc.com
ACGAnnual Annual Awards Awards Ceremony ACG LA 2012 Ceremony 1818
Upcoming Events
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Board of Directors BOARD OF DIRECTORS Andrew Apfelberg - Chairman Greenberg Glusker
Michael Patrick - VP Communications Gallagher Equity Advisors
Jason Brown - Past Chairman GE Capital
Gary Rabishaw - VP Sponsorship Intrepid Investment Bankers
Thomas Cleary - Secretary Dykema Gossett
Lewis Stanton - VP Corp Exec Forum Stanton Associates
Suzie Doran - Treasurer SingerLewak
Steven Moon - VP Private Equity Duff & Phelps Securities
Paul Gurrola - VP Programs BDO USA
Amy Oswick - VP Women of ACG Chris Hebble - VP ACG Cup Cerberus California
Stephen Lee - VP Awards K & L Gates Ari Nadelman - VP Membership Lionfish Advisors, LLC
DIRECTORS AT LARGE
John Brumlik KPMG
Rahul Merani DLC
Tom Hayes PNC Business Credit
Margaret Shanley Duff & Phelps
Eric Klein Sheppard Mullin
Lisa Westhafer PNC Business Credit
Scott Kolbrenner Houlihan Lokey
ACG LA 2012 Annual Awards Ceremony 20
Awards Committee
AWARDS COMMITTEE
John Brumlik - Co-Chair KPMG
Jose Kreidler CRESO Capital Partners
Scott Hodgkins - Co-Chair Latham & Watkins
Janet Krost Miller Kaplan Arase LLP
Stephen Lee - Co-Chair K&L Gates
Rahul Merani DLC
Paul Altman The Sage Group, LLC
Steven Moon Duff & Phelps, LLC
Jason Brown GE Capital
Amy Oswick
Christyne Buteyn ACG Los Angeles
Bijal Shah Avery Dennison
Arthur Cohen Hardesty, LLC
Duane Stullich FocalPoint Partners, LLC
Paulette Dallas ACG Los Angeles
Karim Teymourtache Union Bank
Frank Ellis SingerLewak, LLP
Tracy Washburn JP Morgan Chase
Ellen Fassler Global Conductor
Bill Webster ACG Los Angeles
Paul Gurrola BDO USA
Michelle Wroan KPMG
Todd Kaltman Duff & Phelps, LLC
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LW.com
Latham & Watkins is proud to support the
ACG Los Angeles We congratulate all of the companies who are being awarded tonight and commend them on their outstanding performance and leadership.
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Riyadh*
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Rome
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Madrid
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Doha
Moscow
Silicon Valley
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Tokyo
Hamburg
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Orange County
* In association with the Law Office of Mohammed A. Al-Sheikh
www.acgla.org ACG LA 2012 Annual Awards Ceremony