2014 AMAA Winter Conference Member Directory

2014 WINTER CONFERENCE
ATTENDEE DIRECTORY
DYNAMIC
DEALMAKING:
NEW RULES, NEW STRATEGIES, NEW OPPORTUNITIES
ALLIANCE OF MERGER & ACQUISITION ADVISORS
JANUARY 21-23, 2014
FAIRMONT SCOTTSDALE PRINCESS RESORT
SCOTTSDALE, ARIZONA
Produced in Partnership With:
The Alliance of Merger & Acquisition Advisors (The Alliance) is the premiere
international organization serving the educational and transactional support
needs of middle market M&A professionals worldwide. The Alliance was
formed in 1998 to connect CPAs, atorneys and other experienced corporate
nancial investors and advisors. Our more than 900 professionals are among
the most highly recognized leaders in the industrydrawing upon proven
capital resources combined with a think-tank of transactional expertise
to beter serve the many business investment needs of middle market
companies worldwide.
AM&AA members represent corporate and institutional sellers and buyers
of businesses ranging broadly from $5 to $500 million in transaction value.
These essential corporate nancial advisory and transaction services include
investment banking, accounting, nance, valuation, tax, law and due diligence.
Become a Member Today!
Receive $200 off your first year of membership
(Available for a limited time to
2014 Winter Conference atendees only!)
See us at the registration desk or
email us at info@amaaonline.org
(877) 844-2535
info@amaaonline.org | www.amaaonline.org
Conference Agenda 1
Conference Planning Commitee 8
AM&AA Founders Circle 9
AM&AA Advisory Board 10
Conference Atendees 15
Exhibit Road Map/Conference Sponsors 57
Media Partners 73
AM&AA Sta 74
TABLE OF CONTENTS
This years
AM&AA
Winter Conference
oers a mobile app
to help set up
one-on-one meetings.
DOWNLOAD
THE MOBILE APP
You must log in to use the
networking function
Forgot your login information?
Stop by the registration desk
and well remind you
You can also use the app to:
Create your own schedule
Send messages to other atendees
Find sponsors
View presentations
Take notes
Sponsored by:
Badges
All atendees and registered spouses/companions must wear their name badges to
all functions for admitance. For your convenience, name badges are color-coded to
facilitate networking:
AM&AA Exhibit Table
Make sure to visit the AM&AA exhibit table in the far lef corner of the exhibit hall to nd
information on all the great things the organization has to oer!
Info. on free member resources i.e. private equity info., DealMarket
M&A certifcation course information
Membership applications
M&A handbook
Discounted member benefts i.e. One Source
Information from our strategic alliances
Save the Dates for our conferences
Green Badges
Investors
Lenders
Private Equity
Corporate Development
- CFO
- CEO
- Corporate Executive
White Badges
Investment Bankers/Broker
Dealers
M&A Intermediaries
Yellow Badges
CPAs
Atorneys
Business Valuators
Business Consultants
Financial Advisors
Technology, Professional Service
and Support Providers
CONFERENCE INFORMATION
Time Event
6:00 p.m. -
7:30 p.m.
Early Arrival Reception Sonoran Room & Patio
Atendees arriving on Monday are invited to network with M&A colleagues travel-
ing from abroad and the local business community at this casual reception.
MONDAY, JANUARY 20, 2014
Time Event
8:00 a.m. Registration Opens East Foyer A
9:00 a.m. -
9:15 a.m.
Opening Remarks Princess Ballroom Salons D-E
9:15 a.m. -
11:45 a.m.
Workshop: Whats In Your Toolbox? Princess Ballroom Salons D-E
Panelists:
Bob Machiz, President, Money Sof Inc.
Michael Vermillion, Senior Director, NAVEX Global
During this deep dive session atendees will walk away with the tools necessary
for running their M&A shop. Fee structures, rm growth, industry trends and best
practices will all be discussed.
10:40 a.m.-
11:00 a.m.
Coffee Break Princess Ballroom Salons D-E
11:00 a.m.-
12:00 p.m.
Workshop: Firm Management Best Practices for Growth and
Stories from the Trenches Princess Ballroom Salons D-E
Panelists:
Chris Blees, Partner, Biggskoord PC
Fred Jager, President, Hunter Wise Financial Group LLC
Kerry Morris, Partner, Shoreline Partners LLC
Sid Shaver, Managing Director, Statesman Corporate Finance
Dennis Roberts, Chairman & Senior Managing Director, The McLean Group
Hear from experienced dealmakers how they have built their businesses, the
challenges they have faced, and the key to their success.
12:30 p.m. -
4:30 p.m.
Golf Tournament
TPC Scotsdale
Join your colleagues for AM&AAs Annual Golf Tournament. Located at one of PGAs
fan-favorite courses in Scotsdale. Space is limited, so please register early to secure
your place. The cost of participation is $279 and all players must be registered for the
AM&AA Winter Conference.
* A shutle will provide transportation for all players from the hotel to the course
1
TUESDAY, JANUARY 21, 2014
AGENDA
Time Event
1:30 p.m. -
3:00 p.m.
Deep Dive: An Inside Look at Recent Deals
Princess Ballroom Salons D-E
Tom Goldblat, Founder, Ravinia Capital LLC
Kirk Griswold, Partner, Argosy Capital
Christopher Roden, Managing Director, C3 Capital Partners LLC
Presenters will go through the ins and outs of the deal, explain how they grew the
company and how they were able to sell it for a great return. Its the information that
rarely gets reported, but is commonly the reason a deal is successful. Learn what these
rms did behind the scenes to drive growth and returns.
3:00 p.m. -
3:15 p.m.
Coffee Break Princess Ballroom Salons A-E
3:15 p.m. -
4:00 p.m.
Cross Border M&A Roundtable: An International Update on Deal-
making Abroad Princess Ballroom Salons D-E
Moderator: Lisa Wright, Head of M&A Products, Bureau Van Dijk
Panelists:
Sri Geedipalli, Director, Simanor LLC
Phil Gilbert, Managing Director, P&M Corporate Finance
Euan Rellie, Senior Managing Director, Business Development Asia
Jennifer Watson, Principal, Masuda Funai
The world is no longer divided by water. M&A is truly a global business today. This panel
will talk about the opportunities and challenges that face dealmakers as they look to
grow their businesses globally.
4:00 p.m. -
5:00 p.m.
Regulation Update: The Impact of Crowdfunding and the JOBS Act
on Deal Activity Princess Ballroom Salons D-E
Moderator: James Simpson, Finance 500 Inc.
Panelists:
Laura Crosby-Brown, Director of Compliance, Regulatory Compliance
Michael Dinan, Founder, President & CEO, Dinan & Company
Loren Heger, Vice President and General Counsel, FNEX
Chris Tyrrell, CEO, OerBoard
Want to remain a top player in the market? Understanding new regulations, including
the impact the JOBS Act and crowdfunding will have on the market, is a must.
6:00 p.m. -
7:30 p.m.
Welcome Reception

Princess Ballroom Salons A-E
2
AGENDA
TUESDAY, JANUARY 21, 2014
3
Time Event
7:00 a.m.
8:00 a.m.
Breakfast & Registration Opens East Foyer A
8:00 a.m. -
9:00 a.m.
YesPrivate Company Data Does Exist! Princess Ballroom Salons F-G
Lisa Wright, Head of M&A Products, Bureau Van Dijk
An overview on what to expect from where: learn how to get the hard to nd
information on private companies located outside the U.S. and Canada. This session
will look at what to expect from dierent countries, examples of the depth of
information and data available and the relationship between private company ling
requirements and M&A deal information.
9:00 a.m. -
9:15 a.m.
Opening Remarks Princess Ballroom Salons F-G
9:15 a.m. -
9:45 a.m.
Keynote Presentation Princess Ballroom Salons F-G
Doug Ducey, Arizona State Treasurer and Former Partner & CEO, Cold Stone
Creamery
9:45 a.m. -
10:00 a.m.
10:00 a.m. -
11:00 a.m.
State of the Market: An Update on the M&A and Private Equity
Markets Princess Ballroom Salons F-G
Moderator: Graeme Frazier, Founder, Private Capital Research LLC and GF Data
Resources LLC
Panelists:
Jeri Harman, Founder and Partner, Avante Mezzanine Partners
Mark Jones, Partner, River Associates Investments LLC
Tim Oleszczuk, Managing Director, Grace Mathews
Stephen Perry, Co-President, Linsalata Capital
Where are we today? AM&AA is famous for giving atendees an in-depth
breakdown of the status of the M&A market and what key changes professionals
need to be on the lookout for. This panel promises not to disappoint.
11:00 a.m. -
12:00 p.m.
Moving Downmarket: Why Bigger PE Firms Are Looking at Smaller
Deals Princess Ballroom Salons F-G
Moderator: Anthony Citrolo, Managing Partner, New York Brokerage Business
Panelists:
Jeremy Holland, Principal, Origination, The Riverside Company
Jay Jester, Managing Director, Director of Business Development, Audax Group
Tim Mages, Principal, Salem Halifax Capital Partners
Fritz Richards, Co-Founder, Prestwick Partners
Bigger used to mean beter. Not so much anymore. As the dealmaking environment
continues to become more competitive, larger private equity shops are moving
downmarket in hopes of fnding untapped deals. Learn what dealmakers need to
know about the larger players and what they need to do stay competitive.
WEDNESDAY, JANUARY 22, 2014
AGENDA
Time Track A Princess Ballroom - Salon F Track B Princess Ballroom - Salon G
1:30 p.m. -
2:30 p.m.
Doing Deals With
Independent Sponsors: Who
Are These Guys, Anyway?
Moderator:

Alex Livingston, Founder,
Redwood Management Partners
Panelists:
Stephen Altman, Partner, Cornerstone
Capital Partners
Richard Baum, Managing Partner,
Consumer Growth Partners
Bruce Lipian, Managing Director, Stone
Creek Capital
Dan Lipson, Partner, Rotunda Capital
As fundraising has become increasingly
more dicult to complete, some rms
have decided to forego the fund and
compete for deals on a one-o basis.
Learn what role the fundless sponsor is
playing in the dealmaking food chain and
how working with them can be benecial.
What Limited Partners Look for
in a PE Fund Manager
Moderator:

Benjamin Sykora, Vice President,
Bow River Capital Partners
Panelists:
Kelly DePonte, Managing Director,

Probitas

Partners
Nathan Harnetiaux, Portfolio Manager,
Kemper Corporation
Brian Kinsman Managing Partner,
Bunker Hill Capital
Jonathan Wilson, Principal, Siguler Gu
As limited partners shine the light even
brighter on private equity rms, learn
what exactly LPs are looking for from fund
managers and rms today. How important is
track record and succession planning? What
level of involvement do LPs expect to have
afer the fund is closed? This a cannot-miss
panel where LPs will tell all.
Time Event
12:00 p.m.-
1:30 p.m.
Lunch Keynote Princess Ballroom Salons A-E
Steven LaTourete, President, McDonald Hopkins Government Strategies
Middle-Market Thought Leader of the Year Awards
This award was instituted by the AM&AA to honor individuals who have made
signicant contributions to the middle market M&A profession through the
publication of works that promote research and higher standards of excellence.
It recognizes those in the M&A community that create and advocate ideas that
add value to the industry, thereby adding value to the AM&AAs education and
credentialing programs, such as the Certied Merger & Acquisitions Advisor
(CM&AA) credential.
4
2:30 p.m. -
2:45 p.m.
Award Partners
2013
2014
AGENDA
Time Track A Princess Ballroom - Salon F Track B Princess Ballroom - Salon G
2:45 p.m. -
3:45 p.m.
Capital Markets Update
Insight Into New Structures
Coming Into the Market and
What Role Mezz Will Play
Moderator:

Tom Kesoglou, Partner,
McCarter & English LLP
Panelists:
Christopher Dunlop, Managing Director,
Houlihan Lokey
Mat Greeson, Managing Director,
Greene Holcomb Fisher
Justin Kaplan, Partner, Balance Point
Capital Partners
Peter Rothschild, Principal, Tamarix
Capital
The lending markets have certainly had
their ups and downs since the nancial
crisis. During this panel fnd out the latest
information about the debt markets,
including the role mezzanine lending is
playing and how that is evolving.
Snapshot: Whats Going on
With the Corporate Dealmaking
Landscape Today and What Has
Changed
Moderator: Celine Armstrong, Vice President
and Product & Content, S&P Capital IQ
Panelists:
David Cohn, Managing Director, Diamond
Capital Advisors LLC
Barret Hicken, Director, Potens Capital
Advisors
Brian Steens, Director, Business Development
& Global Supply Chain, Industrial Parts Depot
Richard Truelick, Former VP of Corporate
Development, Beatrice Foods Co.
Learn from experienced corporate buyers which
deals are interesting to them in the market
today and how dealmaking environment has
changed over the years in addition to what they
expect to see in the future.
3:45 p.m. -
4:00 p.m.
Coffee Break
4:00 p.m. -
5:00 p.m.
ESOP Deals: How to employ
the ESOP Strategy in M&A
Moderator: Carol Hance, Managing
Director, LongueVue Capital
Panelists:
Elizabeth Di Cola, Vice President, ESOP
Finance Group, Fifh Third Bank
Aziz El-Tahch, Managing Director, Stout
Risius Ross
Ira Starr, Managing Partner, Long Point
Capital
Learn how ESOPs are a fexible
acquisition structure that can benet
sellers through increased afer tax
liquidity, continued participation in
business growth, and expanded estate
planning options. This structure can also
benet the sponsor through accelerated
enterprise value growth.
Preparing Your Company for An
Investment or Sale
Moderator: Jaime Raczka, Director of
Marketing, AXIAL
Panelists:
Tracy Albert, Managing Partner, Deloite
Corporate Finance
Warren Henson, President and Senior
Managing Director, Green, Manning & Bunch
Ltd.
Jonathan Howe Managing Director, Wedbush
Securities
Je Kadlic, Co-Founder and Managing
Partner, Evolution Capital Partners
How can a broker prepare their client for the
right partner or exit? Brokers need to make
sure they clearly understand their clients
goals and expectations and make sure they are
aligned with the potential buyer or investor
and come to a well-balanced agreement. Find
out how its done during this discussion.
5
AGENDA
6
Time Event
5:00 p.m.-
6:30 p.m.
Networking Reception Princess Ballroom Salons A-E
Join us for an evening of fun to network with corporate executives, private equity
groups, and other M&A professionals.
THURSDAY, JANUARY 23, 2014
Time Event
7:00 a.m. -
8:00 a.m.
Networking Breakfast & Registration Opens East Foyer A
8:00 a.m. -
9:00 a.m.
Washington Update Campaign for Clarity
Princess Ballroom Salons F-G
Mike Ertel, Managing Director, Broker Legacy M&A Advisors
Scot Gluck, Of Counsel, Venable LLP
Bob Gurrola, President, SUMMA Financial Group LLC
Shane Hansen, Partner, Warner, Norcross & Judd
These panelists will discuss the recent events in Washington aecting business
brokers and M&A advisors, including HR 2274, and eorts to get an identical bill
introduced in the Senate, and recent activity within the SEC.
9:00 a.m. -
10:00 a.m.
Only in the Lower MarketTrends
Impacting Lower Middle Market Firms
Including the Minority Recap
Moderator: David McLean, Partner, Paton Boggs
Panelists:
Mathew Carroll, Partner, Westview Capital

Partners
John Farr, Managing Director, Columbia West
Capital
David Felts, Managing Director, Brookwood
Associates
Connor Searcy, Managing Director, Trive Capital
Everyone knows that the lower middle market
doesnt quite operate like the rest of the market. The
nuances specic to the lower middle market are a
unique space to complete transactions in. Find out
what dealmakers are doing to complete deals today
and what role the minority recap is playing.
10:00 a.m. -
10:15 a.m.
8:30 a.m. - 12:00 p.m.
PE Expo
The PE Expo features
pre-qualied investors
presenting their criteria
to interested investment
bankers/intermediaries and
other M&A professionals.
See what they are looking for
that might t your deal.
AGENDA
7
THURSDAY, JANUARY 23, 2014
8:30 a.m. - 12:00 p.m.
PE Expo
The PE Expo features
pre-qualied investors
presenting their criteria
to interested investment
bankers/intermediaries and
other M&A professionals.
See what they are looking for
that might t your deal.
11:45 a.m. -
1:00 p.m.
Lunch

1:00 p.m. -
3:00 p.m.
Deal Bash Princess Ballroom Salons A-E
Connections with investment bankers & intermediaries
(investment bankers & intermediaries present and share their deals and opportunities)
Dont miss out on:
2 hours of networking, tabled by screened middle-market intermediaries/

investment bankers, all bearing deals & transaction opportunities.
No appointments necessary
4:00 p.m.
5:00 p.m.
CollaborationThe New Normal

Dr. Judith Glaser, Chairman, Creating WE Institute
Join the MidMarket Alliance for this post-conference keynote presentation by Dr.
Judith Glaser, Chairman of The Creating WE Institute. Her work encapsulates the
driving force behind the MidMarket Alliance: the power of collaboration.
Time Event
10:15 a.m. -
11:15 a.m.
Where Are the Sellers? What Motivates
Sellers to Become Engaged in a Sale?
Moderator: James Hill, Chairman of Private
Equity Practice, Benesch, Friedlander, Coplan &
Arono
Panelists:
Devin Mathews, Managing Partner, Chicago
Growth Partners
Christopher Petrossian, Managing Director,
Lincoln International
Michael S. Pfeer, Managing Director, Post
Capital Partners LLC
Michael Wilkins, Managing Director, Harris
Williams & Co.
Deal fow has been tough to fnd in the lower middle
market. Why? This panel will provide insight into
what sellers want before they look for a sale and
when the deal pipeline is likely to be full again.
11:45 a.m. -
12:25 p.m.
Lunch Keynote : Ending Too Small to
Succeed Princess Ballroom Salons A-E
David Schweikert , Arizona, 6th District, United
States House of Representatives
AGENDA
Mike Adhikari
Illinois Corporate Investments
David Cohn
Diamond Capital Advisors
Jef Dinerstein
Haynes & Boone LLP
David Dollinger
UHY LLP
Evan Eichorn
One Source
Graeme Frazier
Private Capital Research
Andrew Gustin
Hammond Kennedy & Whitney
Barbara Hernandez
Evolution Capital Partners
Don Hillier
Harvest CFO Consulting, LLC
Justin Kaplan
Balance Point Capital Partners
Tom Kesoglou
McCarter & English
*Conference Chair
Brian Kohn
Copley Capital
Michael Landers
UHY LLP
Kyle Madden
KLH Capital
Curtis Odom
Prescient Strategists, LLC
Ed Pratesi
Brentmore Valutaion Advisors
Kathy Richardson-Mauro
ROCG
Brent Rippe
Rippe & Kingston, LLC
Je Sackman
Rubin Brown, LLP
Steven Silverman
Doeren Mayhew
Mike Snider MSB
Global Business Alliance
Brent Solomon
CohnReznick
Brian Steens
Storm Industries
Jim Valderrama
Grant Thornton
Holly Washington
S&P Capital IQ
Scot Woodward
UHY LLP

AGENDA
THANK YOU TO OUR
CONFERENCE PLANNING COMMITTEE
8
If you would like to be a part of the Conference Planning Commitee,
join us Thursday, Jan. 23rd in the exhibit hall from 8:30 a.m. 10:00 a.m.
or email Amie Schneider at aschnedier@amaaonline.org
Kevin Carlie
2004
Jim Carulas
2004
Richard Siemsen
2004
Karin Gale
2004
Sid Shaver
2007
Lloyd Bell
2009
Mike Adhikari
2009
Nancy Horton
2011
Christian Blees
2011
J. Michael Ertel
2011
Graeme Frazier
2012
David Cohn
2013
Kenneth Marks
2013
Ron Rudich
2013
9
AM&AA FOUNDERS CIRCLE
Mike Adhikari, CM&AA
Illinois Corporate Investments, Inc.
Lake Zurich, IL 60047
847-438-1657
madhikari@at.net
Lloyd Bell, CM&AA
Meaden & Moore
Cleveland, OH 44114
216-241-3272
lbell@meadenmoore.com
Chris Blees, CM&AA
BiggsKoord P.C.
Colorado Springs, CO 80906
719-579-9090
blees@biggskoord.com
K. Perry Campbell, CM&AA
ACT Consultants, Inc.
Vancouver, WA 98662
360-696-9450
pcampbell@actconsultants.com
Kevin Carlie, CM&AA
Stone, Carlie & Company
St. Louis, MO 63105
314-721-5800
kcarlie@stonecarlie.com

= Atending the Winter Conference
AM&AA ADVISORY BOARD
10
11
Anthony Citrolo, CM&AA
Strategic Merger & Acquisition Advisors
New York, NY 10001
631-390-9650
anthony@strategicmaadvisor.com
David Cohn, CM&AA
Diamond Capital Partners
Los Angeles, CA 90067
310-432-8592
dcohn@diamondcapadvisors.com
Champ Davis, CM&AA
Davis Capital
Chicago, IL 60606
312-623-4500
cdavis@daviscapital.com
J. Michael Ertel, CM&AA
Legacy M&A Advisors, LLC
St. Petersburg, FL 33715
813-864-6610
mertel@lmaalle.com
Graeme Frazier
Private Capital Research, LLC
Conshohocken, PA 19428
610-825-1153
bgfrazier@pcrllc.com
12
Robert Gurrola, CM&AA
Summa Financial Group, LLC
San Jose, CA 95110
408-454-2600
rgurrola@summallc.com
Ray Hanson, CM&AA
Pragma Ventures
West Linn, OR 97068
503-635-1173
rghanson@pragmaventures.com
Kenneth Marks, CM&AA
High Rock Partners, Inc.
Raleigh, NC 27615
919-256-8152
khmarks@highrockpartners.com
Ronald Rudich, CM&AA
Gor ne, Schiller & Gardyn, PA
Owings Mills, MD 21117
410-517-6838
rrudich@gsg-cpa.com
Sid Shaver, CM&AA
Statesman Corporate Finance
Houston, TX 77027
713-590-4697
sshaver@statesmanbiz.com
Steven Silverman, CM&AA
Doeren Mayhew
Houston, TX 77057
713-789-7077 x236
silverman@doeren.com
Michael Snider, CM&AA
MSB Global Business Alliance
Atlanta, GA 30307
404-378-7707
mrs@msbllc.net
Brian Wendler, CM&AA
National Business Valuation Services
Dallas, TX 75287
972-235-6287
bwendler@nationalbvs.com
13
Kuldeepak Acharya
Anchin Capital Advisors LLC
New York, NY
kuldeepak.acharya@anchin.com
212-536-6803
Investment Banker/Broker Dealer
Drew Adams
StoneCreek Capital
Irvine, CA
drew@stonecreekcapital.com
949-752-4580
Private Equity Investor
Stephen Adamson
Avante Mezzanine Partners
Los Angeles, CA
sadamson@avantemezzanine.com
310-667-9242
Mike Adhikari, CM&AA
Illinois Corporate Investments, Inc.
Lake Zurich, IL 60047
847-438-1657
madhikari@att.net
Javier Aguirre
Farragut Capital Partners
Chevy Chase, MD
jaguirre@farragutcapitalpartners.com
301-913-5296

= Member of AM&AA
Joseph P. Alam
MID-STATES CAPITAL, LLC
Grosse Pointe Farms, MI
jpa@midstatescapital.com
313-215-1700
Business Broker
Jonathan Alt
Cornerstone Capital Holdings
Blue Bell, PA
jalt@cstonecapital.com
215-628-4486
Stephen Altman
Cornerstone Capital Partners
New York, NY
saltman@
cornerstonecapitalpartners.com
212-986-5470
Robert Anderson
Snell & Wilmer L.L.P.
Las Vegas, NV
rcanderson@swlaw.com
702-784-5386
Attorney
Michael Arguelles
Stonehenge Partners, Inc.
Columbus, OH
marguelles@stonehengepartners.com
614-246-2490
CONFERENCE ATTENDEES
15
Registered atendees as of December 20, 2013.
Download the conference mobile app to view the complete atendee list.
16
Celine Armstrong
S&P Capital IQ
New York, NY
Carmstrong@spcapitaliq.com
212-438-1090
Info Services/Technology Specialists
David Asmus
Hinshaw & Culbertson LLP
Phoenix, AZ
dasmus@hinshawlaw.com
602-631-4400
Attorney
Muideen Alabi Ayoola
United Bank for Africa PLC
Ibadan, Nigeria
KAZY1424@yahoo.com
Accountant/CPA
Brooke Balcom
Fifth Third Bank
Cincinnati, OH
Brooke.Balcom@53.com
513-534-3853
Lender
Ben Barnes
RubinBrown LLP
Clayton, MO
ben.barnes@rubinbrown.com
314-678-3531
Accountant/CPA
= Member of AM&AA
Paula Barrett
Reinsel Kuntz Lesher LLP
Wyomissing, PA
pbarrett@rklcpa.com
610-898-8110
Accountant/CPA
Kimberley Batherson
CGA Nova Scotia
Halifax, Nova Scotia, Canada
kbatherson@halifaxgrain.com
902-425-4923
Accountant/CPA
Richard Baum
Consumer Growth Partners
White Plains, NY
rbaum@consumergrowth.com
914-220-8337
Alexander Bean
Plexus Capital
Raleigh, NC
alex@plexuscap.com
919-256-6342
Mike Becker
Plexus Capital
Raleigh, NC
mbecker@plexuscap.com
919-256-6342
Christian Berger
Patton Boggs
Dallas, TX
cberger@pattonboggs.com
214-758-1544
Attorney
Howard Berkower
McCarter & English, LLP
New York, NY
hberkower@mccarter.com
212-609-6821
Attorney
Zoltan Berty
Caltius Mezzanine
Los Angeles, CA
zberty@caltius.com
310-996-0127
Steven Besbeck, CM&AA
Calabasas, CA
sbesbeck@charter.net
310-432-8569
Christian Blees, CM&AA
BiggsKofford Capital
Colorado Springs, CO
blees@biggskofford.com
719-579-9090
M and A Intermediary

= Member of AM&AA
Timothy Block
Harvey & Company
Newport Beach, CA
jjenkins@harveyllc.com
949-757-0400
Debra Bower-Pinto
CGA Nova Scotia
dpinto@consultpinto.com
902-425-4923
Accountant/CPA
Wilma Braat, CM&AA
MNP Corporate Finance
Calgary, Alberta, Canada
wilma.braat@mnp.ca
403-537-7632
Austin Buckett, CM&AA
BiggsKofford, P.C.
Colorado Springs, CO
abuckett@biggskofford.com
719-579-9090
Hector Bultynck
Peninsula Capital Partners
Detroit, MI
Bultynck@peninsulafunds.com
313-237-5105
17
Andrew Burgess
Marquette Business Credit, Inc.
Dallas, TX
andrew.burgess@marquette.com
214-389-5926
Lender
Andrew Bushell
Cornerstone Capital Holdings
Los Angeles, CA
abushell@cstonecapital.com
310-499-5670
Keith Butcher
Butcher Joseph Hayes LLC
St Louis, MO
keith.butcher@butcherjoseph.com
314-558-5116
Chad Byers, CM&AA
Brandywine Mergers & Acquisitions
Malvern, PA
cbyers@bma1.com
484-324-2597
Anthony Calamunci
Roetzel & Andress
Toledo, OH
ACalamunci@Ralaw.com
419-254-5247
Attorney

= Member of AM&AA
K. Perry Campbell CM&AA
ACT Consultants, Inc.
Vancouver, WA 98662
360-696-9450
pcampbell@actconsultants.com
Kevin Carlie, CM&AA
Stone Carlie
St. Louis, MO
kcarlie@stonecarlie.com
314-889-1110
Accountant/CPA
Matthew Carroll
WestView Capital Partners
Boston, MA
mtc@wvcapital.com
617-261-2054
Cesar Castaneda
Gallagher
Dallas, TX
cesar_castaneda@ajg.com
972-663-6188
Consultant
Chris Cathcart
The HalifaxGroup
Washington, DC
ccathcart@thehalifaxgroup.com
202-530-8319
18
Lewis Chan
Presidential Financial Corporation
Alpharetta, GA
lchan@presidentialnancial.com
770-723-7401
Lender
Teresa Cherry, CM&AA
The Family Wealth Collective
Chicago, IL
tcherry@familywealthcollective.com
312-540-9840
Financial Advisor
Anthony Citrolo, CM&AA
Strategic M&A Advisors/NYBB
Woodbury, NY
anthony@nybbinc.com
631-390-9650
Jessica Clemence
Jordan Zalaznick Advisers
Chicago, IL
jclemence@jzadvisersinc.com
312-573-6437
Ty Clutterbuck
Peninsula Capital Partners
Detroit, MI
clutterbuck@peninsulafunds.com
313-237-5110

= Member of AM&AA
David Cohn, CM&AA
Diamond Capital Advisors LLC
Los Angeles, CA
dcohn@diamondcapadvisors.com
310-650-4304
Stana Colovic
CGA Nova Scotia
stana@cga-ns.org
902-425-4923
Corporate Executive
Scott Colvert
Trinity Hunt Partners
Dallas, TX
lmorris@trinityhunt.com
214-777-6603
James Colyer
True North Companies
Scottsdale, AZ
jcolyer@tnch.com
617-314-7504
Tom Compton
Fifth Third Bank - Structured Finance
Cincinnati, OH
tom.compton@53.com
513-534-6502
Lender
19
Donald Connor
CGA Nova Scotia
dconnor@cga-ns.org
902-425-4923
Accountant/CPA
Stephen Connor
Hamilton Robinson Capital Partners
Stamford, CT
sbc@hrco.com
203-602-0011
Matthew Cook
Kidd & Company
Old Greenwich, CT
mcook@kiddcompany.com
203-661-0070
Michael Corrigan
Corporate Value Metrics, LLC
Westborough, MA
mcorrigan@corporatevalue.net
508-870-5805
Management Consultant
Ranga Covindassamy
Business Development Asia
New York, NY
rcovindassamy@bdallc.com
212-265-5300
= Member of AM&AA
Brooks Crankshaw
Highland Ridge Capital LLC
Chicago, IL
brooks@highlandridgecapital.com
312-775-2030
Laura Crosby-Brown
Regulatory Compliance
Londonderry, NH
lcbrosbybrown@
regualtorycompliance.com
603-216-8918
Consultant
Amy Cross
StillPoint Capital
Tampa, FL
across@stillpointcap.com
813-891-9100
John Curzon, CM&AA
CCK Capital Strategies, PLC
Tulsa, OK
john@cckcpa.com
918-491-4036
Accountant/CPA
Beth DaSilva
Fleetridge Pacic
San Diego, CA
bethd@eetridge.com
619-523-0303
20
Christine Davis
S&P Capital IQ
New York, NY
christine.davis@spcapitaliq.com
212-438-5579
Nina De Guzman, CM&AA
VSP Global
Rancho Cordova, CA
ninade@vsp.com
916-851-7556
Analyst
Jerry Dentinger
BDO USA, LLP
Chicago, IL
jdentinger@bdo.com
312-239-9191
Consultant-Value/Growth
Kelly DePonte
Probitas Partners
San Francisco, CA
kkd@probitaspartners.com
415-704-2463
Aarti Desai
S&P Capital IQ
Chicago, IL
adesai@spcapitaliq.com
312-233-7145

= Member of AM&AA
Max DeZara
Akoya Capital
Chicago, IL
mdezara@akoyacapital.com
312-546-8322
Richard Diamond
Strait Lane Capital Partners, LLC
Dallas, TX
richard.diamond@straitlanecapital.com
214-295-9574
Debra Dickson
Deerpath Capital Management
Houston, TX
ddickson@deerpathcapital.com
713-936-5623
Lender
Elizabeth Di Cola
Fifth Third Bank, ESOP Finance Group
Chicago, IL
Elizabeth.DiCola@53.com
312-704-7132
Lender

Ralph Dieckmann
Integre Partners
Chicago, IL
dieckmann@integrepartners.com
312-488-4850
Business Broker
22

Michael Dinan
Dinan & Company, LLC
Phoenix, AZ
mdinan@dinancompany.com
602-248-8700
Jeff Dinerstein
Haynes and Boone, LLP
Houston, TX
jeff.dinerstein@haynesboone.com
713-547-2065
Attorney
Sandra Ditore
Family Ofce Exchange
Chicago, IL
sditore@familyofce.com
312-327-1233
Consultant
Timothy Dixon, CM&AA
Apex Consulting
Cayuga, IN
tim@apexconsulting.com
217-703-4974
Anthony Dolan
Prairie Capital Advisors, Inc.
Oakbrook Terrace, IL
adolan@prairiecap.com
630-413-5587

= Member of AM&AA
Kevin Doyle
Intralinks
New York NY
kdoyle@intralinks.com
212-346-7601
Consultant
Dave Dozor
Dozor Enterprises, Inc.
Tucson, AZ
dave@dozor-enterprises.com
520-333-9231
Corporate Executive
Doug Ducey
Arizona State Treasurer
Phoenix, AZ
dougd@aztreasury.gov
602-542-7891
Christopher Dunlop
Houlihan Lokey
Los Angeles, CA
310-788-5307
cdunlop@hl.com
Investment Broker
Willis Eayrs, CM&AA
Stuttgart, Germany
weeayrs@hotmail.com
1.1491763829e+014
23
Jennifer Ehlen
Thompson Street Capital Partners
St Louis, MO
jehlen@tscp.com
314-446-3316
Evan Eichorn
OneSource Information Services
Concord, MA
evan.eichorn@onesource.com
978-318-4300
Aziz El-Tahch
Stout Risius Ross
New York, NY
aeltahch@srr.com
212-400-7299
Daniel Elliott
SCA Advisors
Houston, TX
delliott@sunbelttexas.com
281-798-2910
J. Michael Ertel, CM&AA
Legacy M&A Advisors, LLC
St Petersburg, FL
mertel@lmaallc.com
888-864-6610

= Member of AM&AA
John Farr
Columbia West Capital
Scottsdale, AZ
jfarr@columbiawestcap.com
480-664-1381
Investment Banker
Thomas Farrell
Generational Equity, LLC
Dallas, TX
tfarrell@genequityco.com
972-232-1100
Investment Banker
Jason Faucett
Transition Capital Partners
Dallas, TX
jason@tcplp.com
214-978-3812
Peter Feinberg
Hoge Fenton Jones & Appel
San Jose, CA
pdf@hogefenton.com
408-287-9501
Attorney
David Felts
Brookwood Associates
Atlanta, GA
Df@brookwoodassociates.com
404-419-1580

24
Derek Ferguson
Victory Park Capital
Chicago, IL
dferguson@vpcadvisors.com
312-705-4852
Michael Ferreira
Maxim Integrated
San Jose, CA
mike.ferreira@maximintegrated.com
408-601-5433
Gary Ferrell, CM&AA
Los Angeles, CA
gferrell@earthlink.net
3104-432-8579
Jon Finger
Patton Boggs
Dallas, TX
jnger@pattonboggs.com
214-758-6697
Attorney
Bob Forbes
Forbes Mergers & Acquisitions
Greenwood Village, CO
bob@forbesma.com
303-770-6017

= Member of AM&AA
Steven Forleiter
Webster Business Credit, Corp.
Marlboro, NJ
sforleiter@websterbcc.com
732-585-0535
Lender
Graeme Frazier
Private Capital Research LLC / GF Data
Conshohocken, PA
bgfrazier@pcrllc.com
610-825-1153
Patricia Freitas Fuoco
Pacheco Neto Sanden Teisseire
Advogados
So Paulo, Brazil
pfreitas@pnst.com.br
5.511389744e+011
Attorney
Walker French
Statesman Corporate Finance
Houston, TX
wfrench@statesmanbiz.com
713-595-1352
Seth Friedman
RLJ Credit Opportunity Fund, L.P.
Bethesda, MD
sfriedman@rljcredit.com
240-744-7853

25

Juliana G. Meyer Gottardi

Pacheco Neto Sanden Teisseire
Advogados
So Paulo, Brazil
jmeyer@pnst.com.br
5.511389744e+011
Attorney
Clint Gage
Roetzel & Andress
Ft Lauderdale, FL
cgage@ralaw.com
954-759-2760
Attorney
Dennis Gano
Exit Planning Institute
Algonquin, IL
gano@exit-planning-institute.org
847-458-2124
Sri Geedipalli, CM&AA
Simanor
New York, NY
sgeedipalli@simanor.com
646-340-2040
Daniel Geisler
Mergermarket
New York, NY
daniel.geisler@mergermarket.com
646-378-3140
Corporate Executive

= Member of AM&AA
Philip Gilbert
P&M Corporate Finance, LLC
Southeld, MI
phil.gilbert@pmcf.com
248-223-3326
Scott Gluck
Venable LLP
Washington, DC
sgluck@venable.com
202-344-4426
Adam Goddard
Morgan Stanley
North Potomac, MD
adam.goddard@ms.com
301-961-1826
Chris Godwin
Gen Cap America
Nashville, TN
cgodwin@gencapamerica.com
615-256-0231
Tom Goldblatt
Ravinia Capital LLC
Chicago, IL
tgoldblatt@raviniacapitalllc.com
773-336-2833

26
Benjamin Gould
Masuda, Funai, Eifert & Mitchell, Ltd.
Chicago, IL
BGould@masudafunai.com
312-245-7498
Attorney
Andrew Greenberg
GF Data Resources LLC
W. Conshohocken, PA
atg@gfdataresources.com
610-260-6239
Michael Greer
McGladrey LLP
Phoenix, AZ
michael.greer@mcgladrey.com
602-636-6000
Accountant/CPA
Matt Greeson
Greene Holcomb Fisher
Scottsdale, AZ
mgreeson@ghf.net
480-348-1525
Kirk Griswold
Argosy Capital
Wayne, PA
kirk@argosycapital.com
610-971-9685

= Member of AM&AA
Andri Gunnarsson
DealMarket AG
Zurich, Switzerland
andri@dealmarket.com
+41 43 888 75 30
Robert Gurrola, CM&AA
Summa Financial Group, LLC.
San Jose, CA
rgurrola@summallc.com
408-454-2600
Jaime Guzman-Fournier
JGF Financial, Inc.
San Diego, CA
jgf@jgfnancial.com
858-750-3509
Travis Haley
Main Street Capital Corporation
Houston, TX
thaley@mainstcapital.com
713-350-6000
Nancy Halwig
UPS Capital Global Supply Chain
Finance
Atlanta, GA
nhalwig@ups.com
404-828-7912
Lender
28
Carol Hance
LongueVue Capital, LLC
Metairie, LA
chance@lvcpartners.com
646-660-3994
Private Equity Investo
Shane Hansen
Warner Norcross & Judd
Grand Rapids, MI
ltuttlemeasure@wnj.com
616-752-2492
Attorney
Jeri Harman
Avante Mezzanine Partners
Los Angeles, CA
jharman@avantemezzanine.com
310-667-9244
Nathan Harnetiaux
Kemper Corporation
Chicago, IL
nharnetiaux@kemper.com
312-661-4600
David Harvey
Harvey & Company LLC
Newport Beach, CA
dharvey@harveyllc.com
949-757-0400

= Member of AM&AA
Chris Haskett
Graco Inc.
Minneapolis, MN
chaskett@graco.com
612-623-6026
Corporate Executive
Patrick Healy
C3 Capital
Kansas City, MO
phealy@c3cap.com
816-756-2225
Calvin Hedman, CM&AA
Hedman M&A
Valencia, CA
calvin.hedman@hedmanpartners.com
661-287-6333
Loren Heger
FNEX
Indianapolis, IN
lheger@fnex.com
317-468-9899
Warren Henson
Green Manning & Bunch
Denver, CO
whenson@gmbltd.com
303-592-4800
29
Barbara Hernandez
Cleveland, OH
bhernandez@evolutioncp.com
216-593-0402
Ken Heuer
Kidd & Company
Old Greenwich, CT
kheuer@kiddcompany.com
203-661-0070
Barrett Hicken, CM&AA
Potens Capital Advisors
Salt Lake City, UT
bhicken@potenscapital.com
801-988-5908
Jim Hill
Benesch
Cleveland, OH
jhill@Beneschlaw.com
216-363-4444
Attorney
Rob Hill
IronRock Capital Partners
St Louis, MO
rhill@ironrockcap.com
314-200-2626

= Member of AM&AA
Don Hillier
Harvest CFO
Cleveland, OH
dhillier@harvestcfo.com
724-316-4752
Corporate Executive
Peter Hlavin
TriVista
Aliso Viejo, CA
peter.hlavin@trivista.com
949-218-4830
Milwood Hobbs, Jr.
Oaktree Capital Management, L.P.
New York, NY
mhobbs@oaktreecapital.com
212-284-7893
Capital Markets Lender
Aleece Hobson
Hollinden | Professional Services
Marketing
Houston, TX
aleece@hollinden.com
713-520-5532
Marketing Specialist
Reagan Hogerty
Jordan/Zalaznick Advisers, Inc.
Chicago, IL
rhogerty@jordanind.com
312-573-6434
30
Jeremy Holland
The Riverside Company
Santa Monica, CA
jholland@riversidecompany.com
310-499-5080
Christine Hollinden, CPSM
Hollinden | Professional Services
Marketing
Houston, TX
christine@hollinden.com
713-520-5532
Professional Services Marketer
Matthew Hook
Centereld Capital Partners
Indianapolis, IN
matt@centereldcapital.com
317-237-2324
Rich Horgan
Regulatory Compliance
Londonderry, NH
sv@regulatorycompliance.com
603-216-8919
Jarrett Horne
Citrix ShareFile
Raleigh, NC
janna.hamm@citrix.com
919-745-6160

= Member of AM&AA
Jonathan Howe
Wedbush Securities
Los Angeles, CA
jon.howe@wedbush.com
213-688-4367
Matthew Hricko
Stout Risius Ross, Inc.
New York, NY
mhricko@srr.com
646-807-4224
Business Valuator
Jason Hubbard
KLH Capital
Tampa, FL
jason@klhcapital.com
813-222-0160

David Hugenberg
BNY Mellon
Houston, TX
David.Hugenberg@bnymellon.com
281-796-2428
Other
Lisa Hulme
Prevail Capital, LLC
Naples, FL
prevailcapital@gmail.com
239-234-1169
32
Carroll Hurst
Keiter
Richmond, VA
churst@keitercpa.com
804-273-6204
Accountant/CPA
Jack Isaacs
RLJ Equity Partners
Los Angeles, CA
jisaacs@rljequity.com
323-422-4686
John Iwanski
Riveron Consulting
Chicago, IL
john.iwanski@riveronconsulting.com
312-262-3661
Accountant/CPA

Zaida Jackson
StillPoint Capital
Tampa, FL
zjackson@stillpointcap.com
813-891-9100
Fred Jager, CM&AA
Hunter Wise Financial Group
Irvine, CA
fjager@hunterwise.com
949-732-4100
= Member of AM&AA
Fayyaz Ahmed Jarral
CKA&Associates International
Islamabad, Pakistan
fayyazjarral@gmail.com
9.2333517999e+011
Accountant/CPA
Robert Jensen
McGladrey & Pullen, LLP
Chicago, IL
bob.jensen@mcgladrey.com
312-634-4300
Accountant/CPA
John Jester
Audax Group
Boston, MA
jcjester@audaxgroup.com
617-859-1509
Robert Jirovec
Acuity Capital Network
Las Vegas, NV
rjirovec@acuitycapitalnetwork.com
702-220-3170
Jim Johnson
Marquette Business Credit, Inc.
Dallas, TX
jim.johnson@marquette.com
214-389-5906
Lender
33
Andy Jones
PEI Services
Austin, TX
ajones@peiservices.com
512-777-1010
Mark Jones
River Associates Investments, LLC
Chattanooga, TN
mjones@riverassociatesllc.com
423-755-0888
Jeff Kadlic
Cleveland, OH
jkadlic@evolutioncp.com
216-593-0402

Justin Kaplan
Balance Point Capital Partners
Westport, CT
jkaplan@balancepointcapital.com
203-652-8264
Adam Keck
Gibraltar Business Capital, LLC
Scottsdale, AZ
akeck@gibraltarbc.com
480-440-2496
Lender

= Member of AM&AA
Michael Keck, CM&AA
Five Talents Financial Group
Somerset, KY
mkeck@vetalentsnancialgroup.com
859-333-7932
Steve Keck, CM&AA
Five Talents Financial Group
Somerset, KY
jencomaskeck@gmail.com
859-333-7932
Aldy Keene
Loyalty Research Center
Indianapolis, IN
akeene@loyaltyresearch.com
317-465-1990
Michael Kelley
Merion Investment Partners
Radnor, PA
mkelley@merionpartners.com
610-230-0939
Thomas Kesoglou
McCarter & English, LLP
New York, NY
tkesoglou@mccarter.com
212-609-6821
Attorney
34
Don Keysser, CM&AA

Hannover Ltd.
Bloomington, MN
don@hannoverconsulting.com
612-710-0995
Todd Kinney
BDO USA, LLP
New York, NY
tkinney@bdo.com
212-885-7485
Brian Kinsman
Bunker Hill Capital
San Diego, CA
brian.kinsman@bunkerhillcapital.com
858-793-4560
Joseph Knowles
Dragonswood Advisors, Inc.
Pittsburgh, PA
joseph.knowles@att.net
412-258-2073
Other
Michael Kornman
NCK Capital
Dallas, TX
michael@nckcapital.com
469-995-9692

= Member of AM&AA
Eric Korsten
Branford Castle, Inc.
New York, NY
ekorsten@branfordcastle.com
212-317-2219
Wade Kozich
GBQ Partners LLC
Columbus, OH
wkozich@gbq.com
614-221-1120
Accountant/CPA
Ted Kramer
Hammond, Kennedy, Whitney & Co., Inc.
Indianapolis, IN
tk@hkwinc.com
317-705-8735
Brent Kulman
BB&T Capital Partners
Winston-Salem, NC
bkulman@bbandt.com
336-733-0354
Heather La Freniere
Gibraltar Business Capital, LLC
Northbrook, IL
heatherl@gibraltarbc.com
224-374-1517
Lender
35
Michael Landers
UHY, LLP
Houston, TX
mlanders@uhy-us.com
713-407-3223
Accountant/CPA
Ross Landreth, CM&AA
Medical Valuations, Inc.
Phoenix, AZ
ross@medicalvaluations.com
480-529-3057
Business Valuator

Steven LaTourette
McDonald Hopkins
Washington, DC
slatourette@mhgsdc.com
202-559-2620
Corporate Executive
Benjamin Lau
Acctone Business Consulting Limited
Sheung Wan, Hong Kong
ben@acctone.com
852-60100061
Accountant/CPA
Josh Lawler
Zuber Lawler & Del Duca LLP
Los Angeles, CA
jlawler@zuberlaw.com
213-596-5620
Attorney

= Member of AM&AA
Fanfu Li
Actuant Corporation
Menomonee Falls, WI
fanfu.li@actuant.com
2622931917
Corporate Executive
Bruce Lipian
StoneCreek Capital
Irvine, CA
bruce@stonecreekcapital.com
949-752-4580
Dan Lipson
Rotunda Capital Partners
Bethesda, MD
dl@rotundacapital.com
240-482-0609
Alex Livingston
San Francisco, CA
alex@redwoodmp.com
415-952-7593
Investment Management
William Loftis, CM&AA
Blue River Financial Group, Inc.
Grand Blanc, MI
wloftis@blueriverfg.com
810- 694-9520
37

Joseph Logan
Pinnacle Group International
Carefree, AZ
jlogan@pinnaclegroup.com
480-994-6170
Other
Mark Looft
Cole Taylor Business Capital
Irvine, CA
mlooft@coletaylor.com
949-606-5227
Lender

Torben Luth
JZ International
London, United Kingdom
Torben@jzieurope.com
+44 207 491 3633
Joe Maas, CM&AA
Synergetic Finance
Seattle, WA
joe@synergeticnance.com
206-386-5455
Financial Advisor
Robert Machiz
MoneySoft Inc.
Phoenix, AZ
machiz@moneysoft.com
602-266-7710

= Member of AM&AA
Ben Mackay
Evolve Capital
Dallas, TX
ben@evolvecapital.com
214-220-4801
Kyle Madden
KLH Capital
Tampa, FL
kyle@klhcapital.com
813-222-0160
Heather Madland
Huron Capital Partners
Detroit, MI
hmadland@huroncapital.com
313-962-5800
Anthony J. Madonia
Anthony J. Madonia & Associates, Ltd.
Chicago, IL
tony@madonia.com
312-578-9300
Attorney
David Magdol
Houston, TX
dmagdol@mainstcapital.com
713-350-6000
38
Tim Mages
Salem Halifax Capital Partners, LP
Atlanta, GA
tmages@salemcapital.com
770-790-5053
Ann Mahon
Intralinks
New York, NY
amahon@intralinks.com
212-346-7601
Dan Mahoney
CMF Associates, LLC
Philadelphia, PA
dmahoney@cmfassociates.com
215-531-7493

Cary Mailandt
Montgomery Coscia Greilich LLP
Plano, TX
cary.mailandt@mcggroup.com
972-748-0262
Justine Mannering
New York, NY
jmannering@bdallc.com
212-265-5300

= Member of AM&AA
Kenneth Marks, CM&AA
High Rock Partners, Inc.
Raleigh, NC
khmarks@att.net
919-256-8152
Peter Martin, CM&AA
Kennedy and Coe
Loveland, CO
pmartin@kcoe.com
970-685-3419
Nancy Martinez
Dinan & Company, LLC
Phoenix, AZ
nmartinez@dinancompany.com
602-248-8700
Charles Maskell
Chesapeake Corporate Advisors
Baltimore, MD
cmaskell@ccabalt.com
410-537-5988
Business Valuator
Devin Mathews
Chicago Growth Partners
Chicago, IL
dmathews@cgp.com
312-698-6312
39
Nelson (JR) Matthews

Tregaron Capital Co.
Palo Alto, CA
matthews@tregaroncapital.com
650-403-2085
Eric Mattson
Excellere Partners
Denver, CO
emattson@excellerepartners.com
303-765-2371
Joel Mayersohn
Roetzel & Andress
Ft Lauderdale, FL
jmayersohn@ralaw.com
954-759-2763
Attorney

Bob McDonald, CM&AA
Briggs & Veselka Co.
Houston, TX
bmcdonald@bvccpa.com
713-667-9147
Accountant/CPA
David McGuire
Trinity Industries, Inc.
Dallas, TX
david.mcguire@trin.net
214-589-8086
Corporate Executive

= Member of AM&AA
Rich McMenamin
CliftonLarsonAllen LLP
Oak Brook, IL
richard.mcmenamin@claconnect.com
630-954-8107
Accountant/CPA
Scott McRill
SS&G, Inc.
Solon, OH
smcrill@ssandg.com
440-248-8787
Jeffrey Miller
Valuation Research Corporation
New York, NY
jmiller@valuationresearch.com
212-983-3370
Business Valuator
Cory Mims
ICV Partners
New York, NY
cmims@icvpartners.com
212-455-9609
Jonathan Moore
Flackman, Goodman & Potter, P.A.
Ridgewood, NJ
jcm@fgpcpa.com
201-639-5746
Accountant/CPA
40
Joseph Morris
Private Capital Research LLC
Conshohocken, PA
jmorris@pcrllc.com
610-825-1193
Kerry Morris, CM&AA
Shoreline Partners, LLC
San Diego, CA
kmorris@shoreline.com
858-587-9800
Kathy Nalywajko
Legg Mason Investment Counsel
New York, NY
Klnalywajko@lmicglobal.com
212-554-7160
Financial Advisor

Jordan Nickerson
DealMarket AG
Zurich, Switzerland
jordan@dealmarket.com
+41 43 888 75 30
Dennis Niven, CM&AA
B2B CFO
Scottsdale, AZ
dniven@b2bcfo.com
480-766-3198
= Member of AM&AA
Paul Novak
Iron Rock Capital Partners
St. Louis, MO
paul.novak@capitalforbusiness.com
314-746-7427
Richard M. Oblath
Shell Downstream Inc.
London, United Kingdom
richard.oblath@shell.com
+44 207 934 5407
Corporate Executive
Walter OHaire
Valuation Research Corporation
San Francisco, CA
wohaire@valuationresearch.com
415-513-4777
Business Valuator
Tim Oleszczuk
Grace Matthews, Inc.
Milwaukee, WI
timo@gracematthews.com
414-278-1120
Robert L. Palmer
Community Bankers Association of Ohio
Columbus, OH
rlpalmer@cbao.com
614-846-2349
41
Brett Parr
Capital For Business
St. Louis, MO
brett.parr@capitalforbusiness.com
314-746-7427
Andrew Peix
Serent Capital
San Francisco, CA
andrew.peix@serentcapital.com
415-343-1028
Andrew Pendleton, CM&AA
Montgomery Coscia Greilich LLP
Plano, TX
andrew.pendleton@mcggroup.com
972-748-0283

Stephen B. Perry
Linsalata Capital Partners
Mayeld Heights, OH
sperry@linsalatacapital.com
440-684-1400
Barry Peterson
Northcreek Mezzanine
Cincinnati, OH
bpeterson@northcreekmezzanine.com
513-985-6601

= Member of AM&AA
Christopher Petrossian
Lincoln International
Los Angeles, CA
cpetrossian@lincolninternational.com
213-283-3703
Ren Pettinelli
St Louis, MO
rpettinelli@ironrockcap.com
314-200-2626
Michael Pfeffer
Post Capital Partners
New York, NY
mpfeffer@postcp.com
212-888-5700
Dan Phelan
Merrill DataSite
Los Angeles, CA
dan.phelan@merrillcorp.com
213 253 2139
Paul Pillat, CM&AA
Cornerstone Business Services Inc.
Green Bay, WI
ppillat@cornerstone-business.com
920-436-9890
42
Richard Prestegaard
High Road Capital Partners
New York, NY
rprestegaard@highroadcap.com
212-554-3270

Carr Preston
Akoya Capital Partners, LLC
Chicago, IL
cpreston@akoyacapital.com
312-546-8312
Daniel Prisciotta
Equity Stragies Group
Paramus, NJ
Dan.Prisciotta@lfg.com
201-556-4502
Financial Advisor
Fredric Prohov, CM&AA
Prohov & Assoicates, Ltd.
Chicago, IL
rprohov@paalaw.com
312-807-3965
Attorney

Donnie Quist, CM&AA
Hood Engineering & Technical
Calgary, Alberta, Canada
dquist@hoodgroup.ca
780-975-0787
Corporate Executive

= Member of AM&AA
Brendan Rampi
S&P Capital IQ
Chicago, IL
brampi@spcapitaliq.com
212-438-5579
Kay Ranade
Loyalty Research Center
Indianapolis, IN
KRanade@LoyaltyResearch.com
317-465-1990
Consultant/Value Growth
Colin Raws
Boathouse Capital
Wayne, PA
colin.raws@boathousecapital.com
610-688-6314
Christopher Reap
True North Companies
Scottsdale, AZ
creap@tnch.com
617-314-7504
Euan Rellie
New York, NY
erellie@bdallc.com
212-265-5300
43
Nicholas Renter
Merrill DataSite
Dallas, TX
nicholas.renter@merrillcorp.com
214-754-2100
Christopher Reuscher
Roetzel & Andress
Akron, OH
creuscher@ralaw.com
330-762-7994
Attorney
Max Reviakin
Sutton Place Strategies
New York, NY
mreviakin@suttonplacestrategies.com
917-407-6407
Chuck Richards
CoreValue Software
Norwich, VT
crichards@corevaluesoftware.com
800-640-1848

Fritz Richards
Prestwick Partners, LLC
Minneapolis, MN
fritz@prestwickpartners.net
612-339-6115

= Member of AM&AA
Billy Richardson
TBSI Consulting
Waco, TX
brichardson@tbsiconsulting.com
254-757-1709
Joseph Rippe, CM&AA
Rippe & Kingston Capital Advisors
Cincinnati, OH
jrippe@rippe.com
513-977-4528
Business Valuator
Douglas Robbins, CM&AA
Robbinex Inc.
Hamilton, Ontario, Canada
dmr@robbinex.com
905-523-7510
Business Broker
Michael Roberts
Roberts McGivney Zagotta LLC
Chicago, IL
mroberts@rmczlaw.com
312-251-2295
Attorney
Christopher Roden
C3 Capital, LLC
Scottsdale, AZ
croden@c3cap.com
203-913-1621
44
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R&A_12-301_GFI-46.indd 1 12/19/13 2:25 PM
Tony Roe
The Independence Group
Folsom, CA
troe@independencegroup.com
916-458-7356
Michael Rosenbaum
Quadrant Five
Chicago, IL
michael@quadrantvefocus.com
312-582-4470
Peter Rothschild
Tamarix Capital Corp.
New York, NY
prothschild@tamarixcapital.com
212-419-2858
Ronald Rudich, CM&AA
Gorne Schiller & Gardyn, P.A.
Owings Mills, MD
rrudich@gsg-cpa.com
410-517-6838
Business Valuator

Jeff Sackman
RubinBrown LLP
Clayton, MO
jeff.sackman@rubinbrown.com
314-290-3406
Accountant/CPA

= Member of AM&AA
Allison Salo
S&P Capital IQ
Chicago, IL
asalo@spcapitaliq.com
212-438-5579
Bud Sandberg, CM&AA
Wals & Associates, Ltd.
Minneapolis, MN
wals@pro-ns.net
952-525-2260

George Sandmann
CoreValue Software
Norwich, VT
gsandmann@corevaluesoftware.com
800-640-1848
Steve Sangalis
Progress Equity Partners
Englewood, CO
steve@progressequity.com
303-297-1701
Eddie Santillan
San Francisco, CA
eddie@redwoodmp.com
415-952-7593
46
Adam Schecter
Geneva Glen Capital
Chicago, IL
aschecter@genevaglencapital.com
312-525-8502
Janet Scherr
Folsom, CA
jscherr@independencegroup.com
916-458-7356
Erich Schmid, CM&AA
Business Intermediary Services, Ltd.
Fairview, NC
ekschmid@prodigy.net
828-333-9729
Ian Schnider
Fortress Investment Group
Los Angeles, CA
ischnider@fortress.com
310-228-3014
Lender

David Schweikert
Arizona, 6th District
U.S. House of Representatives
Scottsdale, AZ
480-946-2411

= Member of AM&AA
Conner Searcy
Trive Capital
Dallas, TX
connersearcy@trivecapital.com
214-499-9722
Ted Sengpiel
Merrill DataSite
St Louis, MO
ted.sengpiel@merrillcorp.com
314-315-2909

Sameer P. Sethi
Sethi Petroleum
Plano, TX
ahmad@sethi-fg.com
972-509-9100
Corporate Executive
Michael Sharkey
Rosemont, IL
msharkey@coletaylor.com
262-827-4670
Other
Sid Shaver, CM&AA
Sid Shaver
Statesman Corporate Finance LLC
Houston, TX
sshaver@statesmanbiz.com
713-590-4697
47
Terence Shepherd, CM&AA
ROCG
Framingham, MA
terry@sgllp.com
617-412-4640
Linda Shepro
FDX Capital
Chicago, IL
lshepro@fdxcapital.com
312-327-1221
Jonathan Siebers, CM&AA
Smith Haughey Rice & Roegge
Grand Rapids, MI
jsiebers@shrr.com
616-458-5298
Attorney
Scott Siegel
PineBridge
New York, NY
scott.siegel@pinebridge.com
646-857-8661
Lawrence Simon
Clearview Capital, LLC
Los Angeles, CA
lsimon@clearviewcap.com
310-806-9555

= Member of AM&AA
Santiago Simon del Burgo, CM&AA
ESADE Business School
Barcelona, Spain
santiago.simon@esade.edu
34 932806162
James Simpson, CM&AA
Finance 500, Inc.
Irvine, CA
jsimpson@cfg.nance500.com
949-502-6814

Eric Sloane
Southeld Mezzanine Capital
Los Angeles, CA
esloane@southeldmezz.com
310-473-7900
Lender
Pryor Smartt
Lead Capital Partners
Nashville, TN
psmartt@leadcp.com
615-499-6164
Michael Smiggen
BMO Harris Bank
Phoenix, AZ
mike.smiggen@bmo.com
602-650-3816
Lender
48
Megan Sneed
Burch & Company, Inc.
Kansas City, MO
jenburch@burchco.com
816-842-4660
Broker Dealer
Christopher Snider
Exit Planning Institute
Algonquin, IL
csnider@exit-planning-institute.org
847-458-2124
Michael Snider, CM&AA
MSB Global Business Alliance
Atlanta, GA
mrs@msbllc.net
404-378-7707
Robert Socol
Stout Risius Ross, Inc.
Chicago, IL
rsocol@srr.com
312-752-3335
Business Valuator
Brent Solomon, CM&AA
Brent Solomon
CohnReznick LLP
Bethesda, MD
brent.solomon@cohnreznick.com
301-280-3658
Business Valuation

= Member of AM&AA
Astrid Soto
Audax Group
Boston, MA
asoto@audaxgroup.com
617-859-1625
Bruce Sprenger
Brookeld, WI
bsprenger@coletaylor.com
262-827-4670
Ira Starr
Long Point Capital
New York, NY
istarr@longpointcapital.com
212-593-1800
Kristen Steagall
Axial
New York, NY
kristen.steagall@axial.net
917-639-5328
Brian Steffens, CM&AA
Storm Industries, Inc.
Torrance, CA
bsteffens@ipdparts.com
310-602-5312
Business Development
49
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Scott Stepanik
CapTarget
San Diego, CA
s.stepanik@captarget.com
888-952-1777
Nicholas Stone
Cyprium Investment Partners
Chicago, IL
nstone@cyprium.com
312-283-8801
Harvey Strode, CM&AA
Hunter Wise Financial Group;
UCBB Capital & Financial Solutions
Diamond Bar, CA
h.strode@gmail.com
909-268-7530
Jacob Sturdy
St Louis, MO
jsturdy@ironrockcap.com
314-200-2626
Joseph Svitek
Ash Brokerage
Fort Wayne, IN
joe.svitek@ashbrokerage.com
260-434-9745
Accountant/CPA

= Member of AM&AA
Benjamin Sykora
Bow River Capital Partners
Denver, CO
sykora@bowrivercapital.com
303-861-8466
Justin Teich
Brandywine Mergers & Acquisitions
Malvern, PA
jteich@bma1.com
484-534-8600

Kelci Thomasco
St Louis, MO
kthomasco@ironrockcap.com
314-200-2626
Andrew Thompson
Wafra Partners
New York, NY
a.thompson@wafra.com
212-759-3700
John Thornton
Tregaron Capital Co.
Palo Alto, CA
thornton@tregaroncapital.com
650-403-2082
51
Lorelei Tolson
Oxford Financial Group
Indianapolis, IN
ltolson@ofgltd.com
317-805-5134
Financial Advisor
Richard Truelick
Beatrice Foods Co.
Truelick Associates
Phoenix, AZ
602-225-2000
Justin Unertl
Excellere Partners
Denver, CO
junertl@excellerepartners.com
303-765-2416
Donald VanderZwaag, CM&AA
Rua Associates
Grand Rapids, MI
don@ruaassociates.com
616-610-9705
Raul Varela
Merrill DataSite
Los Angeles, CA
Raul.Varela@merrillcorp.com
720-264-1423

= Member of AM&AA
David Vavrichek
Deerpath Capital Management, LP
New York, NY
dvavrichek@deerpathcapital.com
646-786-1023
Lender
Michael Vermillion
NAVEX Global
New York, NY
mvermillion@navexglobal.com
908-781-1825
Kurt Viehl
Mergermarket
New York, NY
kurt.viehl@mergermarket.com
646-378-3140
Corporate Executive
Anthony Walker, CM&AA
TE Connectivity
Fort Mill, SC
stocks12@gmail.com
860-208-8949
Corporate Executive

Richard Ward
Stifel Nicolaus
Irvine, CA
wardr@stifel.com
949-271-5110
Financial Advisor
52
53
Holly Washington
S&P Capital IQ
New York, NY
hwashington@spcapitaliq.com
212-438-2286
Jennifer Watson
Masuda, Funai, Eifert & Mitchell, Ltd.
Chicago, IL
jwatson@masudafunai.com
312-245-7500
Attorney
Bob Wegbreit
GF Data Resources
West Conshohocken, PA
bw@gfdataresources.com
610-260-6263
Jessica Whitman
Houston, TX
jwhitman@mainstcapital.com
713-350-6000
Michael Wilkins
Harris Williams & Co.
San Francisco, CA
mwilkins@harriswilliams.com
415-288-4260
Larry Willis
Folsom, CA
lwillis@independencegroup.com
916-458-7356

= Member of AM&AA
Jonathan Wilson
Siguler Guff
Boston, MA
jwilson@sigulerguff.com
617-648-2100
Jay Winkler
Entrada Group
Chicago, IL
jwinkler@entradagroup.com
210-828-8300
Tim Witt
Prairie Capital Advisors, Inc.
Oakbrook Terrace, IL
tim.witt@prairiecap.com
630-413-5593
Scott Woodward, CM&AA
Whitley Penn, LLP
Dallas, TX
scott.woodward@whitleypenn.com
214-393-9412
Accountant/CPA
Lisa Wright, CM&AA
Bureau van Dijk
Manchester, United Kingdom
lisa.wright@bvdinfo.com
44 161 838 9551

Abby Zeitlin
Pinnacle Group International
Carefree, AZ
azeitlin@pinnaclegroup.com
480-994-6170
Executive Recruiter
10,000 Club
Mike Adhikari
Robert Cimasi
5000 Club
Kevin S Carlie
Len Krick
Pierre Villere
Todd Cushing
2500 Club
Faisal Alsayra
J Michael Mike Ertel
James Jim W Cornell
John Johnson
Nancy Horton
Peter Pete Christman
Randy Burch
Robert Bob Gurrola
Robert Kinsella
Roger Murphy
W Michael Grady
1000 Club
Andrew Cagneta
Brian Knight
Brian Wendler
Bruce Bernard
C Daniel Elliot
Carl Grimes
Champ Davis
Christopher Snider
Dale Armor
Darold Stagner
Dolliver Frederick
Don Hankins
Don Keysser
Don VanderZwaag
Douglas Milner
Eugene Gotesman
Gary Johnson
George Chaconas
Gerald Esmer
Gerald ODwyer
Greg Phototiadis
Jay Bradway
Je Hider
Jim Anowich
Jim Eckles
John Zayac
Josh Bammel
Ken Gaines
Larry Pignataro
Linda Purcell
Mark Devine
Mark Shappee
Mat Miller
Michael Weiss
Mike Raab
Mike Schaack
Rita Barbato
Robert Jirovec
Rocco Pezza
Ron Johnson
S. Mike Richards
Suzanne De Lucia
Tom Pagano
Vern Schroeder
Walter Tomlinson
Campaign for Clarity
Club Members
54
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12
11
10
9
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1
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1
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1
8
1
9
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2
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7
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41 42 43 44 45
46 47 48
AM&AA
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MMA
ENTRANCE ENTRANCE
Bureau van Dijk Table #49
www.bvdinfo.com
Were experts in company information and business intelligence - in particular private
company information and company hierarchies. Our products combine powerful
sofware with detailed information on private and public companies and banks around
the world.
Merrill Datasite Table #50
www.datasite.com
Merrill DataSite provides a secure virtual workspace service that optimizes
collaboration and information management across enterprises. Merrill DataSite
utilizes proprietary, award-winning technology whereby content is captured and
indexed into a logical online, central repository that is 100% searchable and is operated
within a highly secure environment allowing multiple parties real-time access to
confdential information. As the leading virtual workspace in M&A, Merrill DataSite
integrates proprietary technology, a highly-secure ISO-certifed operating environment
and dedicated project support to address clients information needs.
BKD Table #31
www.BKD.com
BKD, LLP, a top tier CPA and advisory frm in the U.S., helps people and businesses
realize their goals. Our approximately 2,000 dedicated professionals oer solutions to
clients in all 50 states and internationally. We combine the insight and ideas of multiple
disciplines to provide solutions to a wide range of industries, including nancial
services, not-for-prot, manufacturing, distribution, health care, construction and real
estate.
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S&P Capital IQ Table #48
www.spcapitaliq.com
S&P Capital IQ, a leading provider of multi-asset class data, research and analytics to
investment banks and private equity rms around the world, provides a broad suite
of capabilities designed to help deal makers monitor the market for new business
opportunities, beter advise their own clients throughout the deal process, perform
detailed company and transaction analysis, and stay on top of their coverage universe
and the market.
Sethi Petroleum Table #45
www.sethi-fg.com
Sethi Petroleum LLC delivers energy-related investment and advisory solutions to
high net worth individuals as well as to elite private funds and institutions. Our deep
expertise & industry connectivity facilitates custom-engineered direct drilling and
auxiliary opportunities alongside major E&P frms that are not available anywhere else.
Iron Rock Table #11
www.ironrockcap.com
IronRock Capital Partners is an impact investment frm focused on creating sustainable
economic development. We provide debt and equity funding to operating businesses in
underserved communities.
McCarter & English, LLP Table #44
www.mccarter.com
McCarter & English, LLP is a full-service law frm with more than 400 atorneys in
Boston, Hartford, New York, Newark, Philadelphia, Stamford and Wilmington. In
continuous business for more than 160 years, we are the law rm of choice for clients
ranging from Fortune 500 companies to mid-market and emerging growth companies
across a broad range of industries.
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58
Platinum
CoreValue Sofware Table #32
www.corevaluesofware.com
CoreValue Sofware is a new patent pending web application designed to help business
owner clients understand and improve transferrable enterprise value. CoreValue is
both an assessment tool and platform from which M&A advisors and business owners
can assess businesses, identify value gaps, shore up weaknesses, prepare businesses
for sale or simply reach new heights.
Evolution Capital LLC Table #35
www.evolutioncp.com
Evolution Capital Partners is a small business private equity fund investing growth
equity nationwide in Second Stage Companies generating annual free cash fow of
$500,000 to $2,000,000. Evolution specializes in helping entrepreneurial businesses
successfully navigate the critical transition through No Mans Land by providing the
capital, management, infrastructure and other resources necessary to leverage the
time and energy of the business owner.
Loyalty Research Center Table #34
www.loyaltyresearch.com
Loyalty Research Center is a full service research company specializing in
measurement and management of stakeholder relationships for business growth.
Our oferings to the Mergers & Acquisitions sector include Customer Due Diligence,
Portfolio Management and Business Growth services.
Roetzel Table #33
www.ralaw.com
With more than 200 atorneys in 13 oces, Roetzel atorneys serve a broad spectrum
of clients on a regional, national and international basis.
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Silver
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The Rainmaker Companies Table #47
www.therainmakercompanies.com
The Rainmaker Companies is a leading provider of alliance, consulting and training
services exclusively to the accounting Profession. In everything we do, we seek to carry
out our mission to make a strong impact within the rms and on the people with whom
we partner. Our mission is to transform the lives of our clients. Transformation is a
process that produces change and a noticeable dierence.
AxialMarket Table #10
www.axial.net
AxialMarket is the online network for the private markets, helping deal professionals
and company executives access and manage people, capital and opportunities powered
by trusted relationships and proprietary deal sourcing and deal management sofware
tools.
BDO USA LLP Table #41
www.bdo.com
BDO is the brand name for BDO USA, LLP, a U.S. professional services frm providing
assurance, tax, nancial advisory and consulting services to a wide range of publicly
traded and privately held companies. For more than 100 years, BDO has provided
quality service through the active involvement of experienced and commited
professionals. The rm serves clients through more than 40 oces and more than 400
independent alliance rm locations nationwide. As an independent Member Firm of
BDO International Limited, BDO serves multinational clients through a global network
of 1,204 oces in 138 countries.
Benesch Table #12
www.beneschlaw.com
Benesch is a business law frm with ofces in Cleveland, Columbus, Indianapolis,
Philadelphia, Shanghai, White Plains and Wilmington. The rm services national and
international clients that include public and private, middle market and emerging
companies as well as private equity funds, entrepreneurs, non-prot organizations,
trusts and estates.
60
Bronze
Branford Castle Table #7
www.branfordcastle.com
Branford Castle, Inc. (Branford) is a long-term investor in small to medium sized
private companies. With each new investment, Branford builds on its senior
managements 35+ year history of helping to grow businesses. Traditionally, we make
control and non-control investments in companies with up to $75MM in total enterprise
value.
Business Development Asia Table #4
www.bdallc.com
Business Development Asia is an investment banking frm that advises on international
mergers and acquisitions, distressed situations, private placement, capital raisings,
valuations and nancial restructurings. We specialize in cross-border transactions
involving Asia including the Middle East with enterprise values up to US$1bn. We have
a strong track record advising North American, European, and Asian rms on cross-
border transactions. We have over 80 professional sta throughout 10 oces located
in Asia, the US, and Europe.
Capital for Business Table #27
www.capitalforbusiness.com
CFB is a private equity sponsor who buys companies, backs buyers, and funds growth
of companies in the central and southern U.S., targeting manufacturers and distributors
of industrial products with annual sales of $10MM to $70MM in need of equity capital.
CapTarget Table #9
www.captarget.com
CapTarget is an expert team of research analysts equipped with the industrys best
tools supporting the deal research and marketing needs of M&A, private equity,
corporate buyers, & consultants.
Citrix Sharele Table #6
www.sharele.com
A virtual data room from Citrix ShareFile allows you to easily control, share and track
your secure documents its your complete due diligence solution. Our web-based
virtual data room allows parties around the world to access documents easily and
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Cole Taylor Business Capital Table #15
www.coletaylor.com
Cole Taylor Business Capital (CTCB) a division of Cole Taylor Bank, a commercial
bank based in Chicago, IL, provides creative asset-based fnancing to middle-market
companies throughout the United States ranging from $5 million- $50 million. CTBC
lends to U.S. middle market manufacturers, distributors and service companies;
selected regional or national store-based retail chains with sales from $25 million to
$500 million primarily with needs related to acquisitions, dividend recapitalizations,
growth, debt restructurings, debtor-in-possession, and turnarounds. CTBC provides
fexible structures that include revolving lines of credit supported by accounts
receivable and inventory and term loans, supported by equipment and real estate.
Corporate Value Metrics Table #8
www.corporatevalue.net
Corporate Value Metrics (CVM) is pleased to introduce the Value Opportunity Prole
(VOP), an unrivaled web-based business assessment tool designed to strengthen
companies, prepare them for growth, and maximize long-term value. Developed for
advisors of companies with revenues from $5M - $100M, the VOP can help increase
company values by 80% - 100% over a 3 5 year period.
DealMarket Table #30
www.dealmarket.com
DealMarket is an online platform enabling private equity buyers, sellers and advisors to
maximize opportunities around the world a one-stop shop for PE professionals.
Dinan & Company, LLC Table #13
www.dinancompany.com
Dinan & Company is the nations leading acquisition search frm and is uniquely
qualifed to assist in generating proprietary deal fow for our clients.
CONFERENCE SPONSORS
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Exit Planning Institute Table #37
www.exit-planning-institute.org
The Exit Planning Institute (EPI) is the premiere international membership
organization serving the educational and resource needs of exit planning professionals.
Formed in 2005 to bring together business brokers, M&A advisors, CPAs, nancial
advisors, atorneys, management consultants and other business advisors, the Exit
Planning Institutes members, including some of the most highly recognized leaders in
the industry, draw upon their combined expertise to beter serve the needs of small and
mid-sized business owners worldwide.
FDX Table #17
www.fdxcapital.com
FDX Capital connects private investors with direct investment opportunities. We are
a broker dealer aliate of Family Oce Exchange, the largest global membership
organization for family oces.
Flackman Goodman & Poter P.A. Table #21
www.fgpcpa.com
FGP is a mid-sized accounting rm with large-sized capabilities. We combine the
personalized atention our clients seek from a rm of our size with the technology,
research, and professional resumes normally found at the big national accounting rms.
We provide full-service accounting, auditing, tax, and business and nancial consulting
services.
Private Capital Research/GF Data Table #46
www.pcrllc.com
Private Capital Research LLC (PCR) is a unique investment and consulting
organization that provides high quality investment opportunities for private capital
investors in the lower end of the middle market.
Hollinden Table #24
www.hollinden.com
Hollinden | professional services marketing is the strategic consultancy for expertise-
driven rms. We help our clients create successful rms by developing and aligning
people, processes and positioning.
CONFERENCE SPONSORS
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CONFERENCE SPONSORS
Intralinks Table #14
www.intralinks.com
Intralinks Holdings, Inc. is a leading, global technology provider of inter-enterprise
content management and collaboration solutions. Through innovative Sofware-as-a-
Service solutions, Intralinks solutions are designed to enable the exchange, control,
and management of information between organizations securely and compliantly when
working through the rewall. More than 2 million professionals at 800 of the Fortune
1000 companies depend on Intralinks experience.
Kidd & Company Table #36
www.kiddcompany.com
Kidd & Company, LLC (KCO) is the principal investment arm of the Kidd Family ofce.
KCO focuses on the lower end of themiddle market, acquiring majority interests in
businesses with LTM EBITDA of less than $10million. The frms investments may
be standalone businesses or may involve the simultaneous acquistion of multiple
companies to creat the platform business of an investment strategy.
Main Street Capital Corportaion Table #29
www.mainstcapital.com
Main Street Capital is a principal investment rm that provides long-term debt and
equity capital to lower middle market companies and debt capital to middle market
companies.
Marquete Business Credit, Inc. Table #28
www.marquetebusinesscredit.com
Marquete Business Credit provides Asset Based loans to middle market U.S. based
companies with credit requirements from $1-15 million. On a national basis, to a wide
variety of industries, we provide secured lines of credit against Accounts Receivable,
Inventory, Machinery and Equipment, Real Estate, along with Cash Flow supported
Term Loans.
64
Masuda, Funai, Eifert & Mitchell, Ltd. Table #25
www.masudafunai.com
Masuda Funai is a full-service law rm representing international and domestic
companies operating and investing in the United States. Our 40 atorneys located in
Chicago, Schaumburg and Los Angeles counsel clients in every aspect of business,
including establishing, acquiring, and nancing operations; ownership, development
and leasing of real estate; transfer of overseas employees to the U.S.; employment,
labor, and benets counseling and dispute resolution; intellectual property, copyright
and trademark; business litigation; creditors rights and business risk management;
structuring the distribution and sale of products and services throughout the U.S.
MergerMarket Table #42
www.mergermarket.com/info
With the largest network of dedicated M&A, Mergermarket oers the most
comprehensive M&A intelligence service available today. Our reporters are based in 65
locations across the Americas, Europe, Asia-Pacic, the Middle East and Africa.
Montgomery Coscia Greilich LLP Table #38
www.mcggroup.com
Montgomery Coscia Greilich LLP is a full-service professional accounting frm with
expertise in audit & assurance, tax, and consulting. The rms consulting services
include transaction advisory, valuation, CFO advisory & interim management, and
strategy & management consulting.
Northcreek Mezzanine Table #22
www.northcreekmezzanine.com/main/index.php
Northcreek makes creatively structured mezzanine debt investments in lower middle-
market companies. We target companies with revenues between $5 and $150 million
and our target investment size ranges from $1 million to $8 million. We will invest in
a variety of transactions including leveraged acquisitions, recapitalization, growth/
expansion, buyout and balance sheet re-positioning or senior deleveraging.
OneSource Table #39
www.onesource.com
For more than 20 years OneSource has been a recognized leader in business
information solutions; delivering unparalleled company, executive, and industry
intelligence that make business professionals more eective and productive in
completing their critical daily tasks.
CONFERENCE SPONSORS
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Paton Boggs Table #23
www.patonboggs.com
Paton Boggs advises investors and lenders in lower middle market transactions. We
oer a national platform, a spirit of partnership with our clients and a desire to help our
clients close deals quickly and eciently.
Peninsula Capital Partners LLC Table #26
www.peninsulafunds.com
Peninsula Capital Partners is a one-stop provider of junior capital with the capability,
fexibility and competence to address any transactional fnancing need via individual or
multiple tranches of subordinated debt, preferred equity and/or common equity.
Pitchbook Data, Inc. Table #43
www.pitchbook.com
PitchBook is an independent research rm providing superior intelligence on the
private equity industry.
Prevail Capital Table #1
www.prevailcapital.com
Prevail Capital is a boutique placement agent and LP services consulting frm dedicated
to bringing alternative asset investors access to the most innovative and best
performing private equity partnerships. Our team has successfully raised over $1 billion
from institutional and corporate investors worldwide and is commited to building
respectful and trusted relationships with both GPs and LPs. We are a registered broker
dealer and selectively represent only one active engagement at a time.
Regulatory Compliance Table #19
www.regulatorycompliance.com
Regulatory Compliance provides comprehensive compliance solutions for broker
dealers and registered investment advisers from ongoing back oce compliance
support, accounting and FINOP services, independent AML testing, to SEC and
FINRA books and records examinations to preparing broker-dealer and investment
adviser rms for regulatory exams, to Change of Membership Applications, and Firm
Registrations including CFTC/NFA CPO Applications.
CONFERENCE SPONSORS
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Roberts McGivney Zagota LLC Table #16
www.rmczlaw.com
Roberts McGivney Zagota LLC is a Chicago law frm that ofers the unique
combination of highly sophisticated legal services provided through a business model
focused on eciencies. That combination makes us a value-added partner for the
spectrum of our clients -- from entrepreneurial, high growth companies to highly
experienced, mature companies, and from companies throughout the United States to
companies abroad.
Rubin Brown Table #18
www.rubinbrown.com
RubinBrown helps its clients build and protect value, while at all times honoring the
responsibility to serve the public interest.
Stifel Nicolaus Table #3
www.stifel.com
Stifel Nicolaus is a full-service investment rm with a distinguished history of providing
securities brokerage, investment banking, trading, investment advisory, and related
nancial services to individual investors, institutions, corporations, and municipalities.
Established in 1890 and headquartered in St. Louis, Missouri, Stifel Nicolaus is one of
the nations leading rms.
Transition Capital Partners Table #20
www.tcplp.com
Transition Capital Partners is a Dallas based private equity frm. With over 20 years of
proven experience investing in and building companies, we understand the critical role
the founder and management team play in the success of a business. Since all principals
at TCP have held senior management positions in both small and large companies,
we can relate to the challenges and opportunities business owners face in managing
their companies. Our long history of success starts with seting a common set of core
principles with our founders/entrepreneurs, and puting a strategic plan in motion to
strengthen and accelerate the growth of each company. As a new partner, we oer
each company dedicated resources and assistance, and ofen achieve our collective
goals through creative and innovative solutions that come from years of experience in
growing companies. Through our partnership, we transform each business into a more
diversied and professionally managed enterprise that is substantially more valuable
for all stakeholders, while concurrently meeting the original personal objectives of our
founder/entrepreneur partners.
CONFERENCE SPONSORS
67
UHY, LLP Table #2
www.uhy-us.com
UHY LLP, operating in an alternative practice structure with UHY Advisors, is one of the
top 20 professional services frms in the U.S. as ranked by Accounting Today. UHY LLP
provides audit and other atest services to both public and private companies from the
middle-market to the Fortune 500. Additionally, through UHY Advisors, a full range of
tax and consulting services are provided including internal audit, risk and compliance
services, management and technology consulting, resource solutions, employee
benefts, eDiscovery, forensic examination and investigations and business valuation.
UHY works in a range of industries, including energy, construction, dealerships,
nancial services, government and education, health care, manufacturing, retail and
distribution, not-for-prot, real estate.
Valuation Research Corp Table #5
www.valuationresearch.com
Valuation Research Corporation (VRC) is an independent rm that has been providing
valuations to the U.S. and international business communities for more than 38 years.
Our core services include nancial opinions with respect to valuation, solvency, capital
adequacy and fairness in connection with mergers, acquisitions, divestitures, leveraged
buyouts, recapitalizations, nancings, and nancial and tax reporting maters. Our
in-house valuation capabilities include businesses, equity and debt securities, loans,
derivative instruments, structured products, intangible assets, xed assets and real
estate.
Warner Norcross & Judd
www.wnj.com
With more than 220 atorneys working from seven oces, Warner has the in-depth
knowledge and extensive experience in corporate, securities, tax, real estate, labor,
employee benets, intellectual property laws, and other legal specialties to handle all
types of public and private M&A transactions. We regularly represent sellers, buyers,
investors, private equity rms, independent director commitees, management groups,
M&A intermediaries and business brokers, and other participants in M&A transactions
throughout the Midwest.
CONFERENCE SPONSORS
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CONFERENCE SPONSORS
70
Akoya Capital Partners, LLC Table #11
www.akoyacapital.com
Akoya Capital is a merchant bank that partners with industry-leading chief executive
ocers, proprietary platform organizations, experienced management teams and co-
investors. Together we investigate, develop and execute acquisition-based strategies
that deliver signicant, measurable value for management partners and shareholders.
Cornerstone Capital Holdings Table #3
www.cstonecapital.com
Cornerstone Capital Holdings is a private investment rm seeking opportunities to
acquire niche manufacturing and industrial service companies with enterprise values
ranging from $5 to $50 million.
Deerpath Capital Table #4
www.deerpathcapital.com
Deerpath Capital Management, LP makes privately negotiated investments in the
debt and equity of lower middle market companies and seeks to provide value added
fnancing with speed, fexibility and skills with complex fnancial transactions.
Emigrant Capital Table #12
www.emigrantcapital.com
Emigrant Capital Corp. is the private equity division of Emigrant Savings Bank, the
nations largest family owned bank.
Farragut Capital Partners Table #8
www.farragutcapitalpartners.com
Farragut Capital Partners is a leading source of mezzanine and private equity capital
for entrepreneurs, business owners, and private equity rms seeking to facilitate
growth, acquisitions, recapitalizations, management buy-outs, generational transfers,
and other ownership transitions.
Executive Deal Lounge
CONFERENCE SPONSORS
Gibralter Business Capital Table #9
www.gibraltarbc.com
Gibraltar Business Capital (GBC) provides small- to medium-sized business owners
fresh and accessible capital alternatives to a commercial bank loan, which is typically
more restrictive. With fast, fexible asset based lending and factoring solutions, we act
as a bridge to nancial stability, delivering lines of credit and specialized small-business
funding in a highly reliable and always accommodating environment.
Hamilton Robinson Capital Partners Table #5
www.hrco.com
Hamilton Robinson Capital Partners (HRCP) was founded in 1984 to invest directly
in small, privately held manufacturing, distribution and service businesses. Over the
course of the last quarter century, Hamilton Robinson has maintained its singular
focus on this dynamic market to become a leading resource for equity capital for
recapitalizations and buyouts of smaller middle-market businesses.
Huron Capital Partners Table #2
www.cstonecapital.com
Huron Capital Partners is an operationally focused private equity rm that partners
with business owners and proven executives to help good companies grow.
LongueVue Capital, LLC Table #1
www.lvcpartners.com
LongueVue Capital (LVC) is a situation-driven, value-oriented private equity company
focusing on the lower middle market (businesses with annual revenue of less than $100
million).
PineBridge Investments Table #7
www.pinebridge.com
PineBridge is an independent asset manager with over 60 years of experience in
emerging and developed markets.
71
CONFERENCE SPONSORS
Tregaron Capital Table #6
www.tregaroncapital.com
Tregaron Capital was formed in 2001 to invest in small and medium-size private
companies in the western US. We make both mezzanine debt and equity investments,
typically in amounts from $2 to $5 million. We work directly with business owners and
management teams, through intermediaries, and with other nancial sponsors.
True North Companies Table #10
www.tnch.com
True North is an entrepreneurial private investment rm specializing in the acquisition,
management and acceleration of exceptional, closely held small businesses.
72
MEDIA PARTNERS
73
AM&AA STAFF
CONTACT US
222 N. LaSalle Street - Suite 300
Chicago, IL 60601
(877) 844-2535
info@amaaonline.org
www.amaaonline.org
Michael Nall, CM&AA,
CGMA Founder and
Managing Director
Diane Niederman
VP Business
Development and
Marketing
Rachel Garza
Operations &
Member Relations
Administrator
Amie Schneider
Director of Operations
& Member Relations
Mary Lou Nall
Operations Manager
Nilla Cooper
Accounts Manager
74
Russ Gorman, CFA, CFP
& CM&AA
COO & VP of Corporate
Development
NOTES
NOTES
NOTES
NOTES
NOTES
SAVE THE DATE
2014 Summer Conference
July 22nd 24th, 2014
JW Marriot Hotel Chicago, IL

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2014 WINTER CONFERENCE

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