SAVE THE DATE 2015 SUMMER CONFERENCE MARRIOTT DOWNTOWN CHICAGO JULY 7-9, 2015
|
|
- Malcolm Jefferson
- 5 years ago
- Views:
Transcription
1 Page 1 of 5 Having trouble viewing this ? Click here March In This Issue: M&A Overview Middle-Market Outlook PE Perspective Sector Report Professional Development Upcoming Events: RESCHEDULED DUE TO WEATHER: New England Chapter Meeting Monday, March 9, 4-7 p.m. at the Newton Marriott Join the Chapter for an evening of networking, AM&AA conference recaps, and a presentation: Selecting the Right Advisory Team, by Steve Cohen of Devine Millimet. RESCHEDULED DUE TO WEATHER: Dallas Chapter Meeting Thursday, March 19, 7-9 a.m. The Tower Club-Thanksgiving Tower Managing a Business to Maximize Exit Value. Panelists include: Cary Mailandt, Montgomery Coscia Greilich LLP Andy Foskey, Transition Capital Partners Chad Souter, LANDPOINT SAVE THE DATE 2015 SUMMER CONFERENCE MARRIOTT DOWNTOWN CHICAGO JULY 7-9, 2015 Make Your Hotel Reservation HERE AM&AA Members: Contact AM&AA headquarters for access code for special member rate. us at info@amaaonline.org or call Non-Members: Choose "Attendee" Option REGISTRATION WILL BE OPEN SOON! DETAILS WILL BE AT CM&AA Training Program 2015 Dates Chicago - DePaul University - $4,495 Special Bonus Sessions Added!!
2 Page 2 of 5 April 20-24: "Value Growth & Market Readiness" May 18-22: "Value Growth & Market Readiness" September 14-18: Due Diligence/Quality of Earnings" October 19-23: "Post Merger Integration" Apply Here Mid Atlantic (Formerly Philadelphia) Chapter: March 25 Investing in Listed Chinese Companies - Carlucci Rosemont Apply Here AM&AA is excited to announce that we are expanding our international efforts by partnering with the Hong Kong Trade Development Council to produce: think Asia, think Hong Kong June 10 - McCormack Place, Chicago. Admission is complimentary! Looking for more international The Alliance of Merger & Acquisition Advisors is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: Program Level: Advanced Delivery Method: Group Live M&A Overview This Deal Boom Will End Badly Six Such Waves Resulted in Crashes Investors are cheering the M&A boom as yet more evidence that the future is looking ever brighter. But this euphoria has triggered contrarian instincts in some analysts, and it should yours too. "Each of the last six great merger waves on record ended with a precipitous decline in equity prices," says Matthew Rhodes-Kropf, a professor at Harvard Business School and an expert in the M&A field. The historical parallels are ominous. Read More Middle-Market Outlook: M&A Confidence Trickles Down Mid-Cap Volume to Increase in 2015 As a year dominated by megamergers comes to a close, middlemarket M&A in 2015 should increase as confidence among dealmakers trickles down to mid-cap companies, Richard Jeanneret, the Americas vice chairman of transaction advisory services at Ernst & Young,recentlytold attendees at a Deal Economy Event in New York City. "Middle-market M&A has been down, but I think the large deals will help bring out the middle market," he said. What the other speakers said. Read More PE Perspective: Frothy Market Puts on Pressure
3 Page 3 of 5 interaction? We also have efforts in place in Brazil, Italy, and Hong Kong. Contact us to learn more. Save the Dates: New York Chapter: April 2 5:30-8:30 pm Challenges Likely to Spill into 2015 Time flies for private equity firms. Sponsors are facing mounting pressure to get deals done more quickly, says Christian Bullitt of Philadelphia-based LLR Partners. As a result, dealmakers may have noticed a change of pace in the way transactions are finalized throughout LLR, a firm that closed its fourth fund with $950 million in committed capital earlier this year, is not alone in feeling the rush. See the outlook for Read More Sector Report: Heavy Healthcare M&A in 2015 KPMG Forecasts Activity by Industry Obamacare, cash reserves, dwindling drug pipelines and easy credit are all expected to contribute to heavy merger activity in the healthcare industry in 2015, according to a new survey. The poll of 735 merger professionals, conducted by consultant KPMG, puts healthcare well ahead of all other industries, as 84% of those responding expect heavy merger activity in the sector. See the next most-active industry. Read More Central PA Branch of Mid Atlantic: April 29 Midwest Chapter: April 29 Member Corner Introducing a New Member Benefit Series: What's In It for You? We've heard you ask for it, and we're responding. Now you'll be able to learn about the tools available at your disposal via a series of educational webcasts and s, answering the following questions (and more): What are my AM&AA benefits? How will this help me better meet the needs of my clients? Macroeconomics: Five Firms Control $6.8T 44% of Banking Industry's Assets The wreckage of the financial crisis led to pages upon pages of financial reform aimed at ending the era of Too Big To Fail. But six years after the banking system blew up, the five biggest firms control nearly half of the $15.3T in assets held by U.S. banks, according to data compiled by SNL Financial. Those banks - JPMorgan Chase, Bank of America, Wells Fargo, Citigroup and US Bancorp - collectively held $6.8T in assets as of September 30. See SNL's analysis in its entirety. Read More Professional Development: Improve Your 'Biz Dev' Skills Three Ways to Upgrade the Rolodex Any good salesperson will tell you he manages success by having great relationships. He'll also tell you he manages those relationships by using great measurement systems. It should be
4 Page 4 of 5 What do I have to do to get started? Stay tuned for additional information about the first installation in the series! Registration will be free of charge. Successful Exits Call for Advance Planning Many business owners underestimate the time it will take to sell their company. From start to finish, exit planning can take up to five years to finalize. There are three major phases involved with exit planning. Each phase has important steps that need to be taken which take time to complete. Mike Trabert, Skoda Minotti Turning Capital Gains into Charitable Gains Ryan Boland, Vice President of the Complex Asset Group for Fidelity Charitable speaks to advisors about the importance of looking through their clients' portfolios for opportunities to donate illiquid, nonpublicly traded assets - the most efficient assets to give to charity. Ryan Boland, Fidelity Charitable Is This the Right Time To Sell My Business? This is a timeless question that I hear from business owners year in and year out. Valuation multiples fluctuate over time. Sometimes the average is up and sometimes it's down, but I believe predicting the direction in advance is a fool's game. Perry Campbell, ACT Capital Advisors no different for deal professionals looking to grow their book of business. We believe maintaining the right relationship tools and databases is essential to executing a successful outbound business development strategy. Build out your business development strategy. Read More AM&AA Chapters Chapters are our fastest-growing Member Benefit. Get involved today! In the works: Cleveland, Central Pennsylvania, Phoenix, Capital Region, Southern California. International - Hong Kong, Italy and Brazil For more information, contact us at info@amaaonline.org Join AM&AA Why Become a Member of the Alliance of Merger & Acquisition Advisors? Check out the many benefits offered to our Members For more information on our Membership Breakdown The Coming Business Transition Crisis Baby Boomers are beginning to reach retirement age. Many of the 10,000 people turning 65 each day own businesses. Their companies usually are their largest asset-and not a liquid one. In addition, many owners aren't prepared to retire-and their businesses aren't ready to transition to the next leader. That means these
5 Page 5 of 5 people need to consider short- to intermediate-term planning right now. Barry Goodman, Birkdale Transition Partners, LLC Contact Us Alliance of Merger & Acquisition Advisors 222 North LaSalle Street, Suite 300 Chicago, Illinois 60601, USA info@amaaonline.org The Alliance of Merger & Acquisition Advisors (AM&AA) is the premiere International Organization serving the educational and resource needs of the middle market M&A profession. Formed in 1998 to bring together CPAs, attorneys and other experienced corporate financial advisors, AM&AA's professional services firms - including some of the most highly recognized leaders in the industry-draw upon their combined transactional expertise to better serve the needs of their middle market clients worldwide. CONTACT US FOR MORE INFORMATION STAY CONNECTED Forward this This was sent to mlnall@amaaonline.org by info@amaaonline.org Update Profile/ Address Rapid removal with SafeUnsubscribe Privacy Policy. AM&AA 222 N. LaSalle Street, Suite 300 Chicago IL 60601
Upcoming Events: May In This Issue: AM&AA Summer Conference. CM&AA Designation. Upcoming Events. Licensure Update. Join AM&AA.
May 2014 - In This Issue: AM&AA Summer Conference CM&AA Designation Upcoming Events Licensure Update Join AM&AA Member's Corner Upcoming Events: https://ui.constantcontact.com/visualeditor/visual_editor_preview.jsp?agent.uid=1117181419737&format=html&print=true
More information6 TH CHINA INVESTMENT CONFERENCE
6 TH CHINA INVESTMENT CONFERENCE 207 CFA Society Beijing. All rights reserved. 2 August 207 China World Hotel Beijing, China Hosted by CFA Society Beijing SUPPORTER OPPORTUNITIES EVENT OVERVIEW Our flagship
More informationCONFERENCE & BANQUET
KEYNOTE SPEAKERS MIDWEST BUSINESS BROKERS AND INTERMEDIARIES BRUCE WERNER SENIOR EXECUTIVE, WITH A VARIETY OF SENIOR MANAGEMENT POSITIONS AT WERNER HOLDING CO. DENNIS KESSLER FORMER CO-PRESIDENT OF FEL-PRO,
More informationJoin us for many exciting events coming up at The City Club...
Page 1 of 5 March 31st, 2014 Join us for many exciting events coming up at The City Club... April 9th, Elizabeth Allen, Federal Express, Company Update April 16th, Joe Miskel, F-Squared April 23rd, Joe
More informationAfter the Economic Upheaval The Legal Business in the Decade Ahead
West LegalEdcenter THE MIDWESTERN LAW FIRM MANAGEMENT CONFERENCE After the Economic Upheaval The Legal Business in the Decade Ahead IDENTIFY STRATEGIES THAT DRIVE GROWTH EARN CREDITS CLE 6.0*/CPE 7.0**
More informationTECH START-UP CONNECTING ACROSS GEOGRAPHIES
#ML15MayRathon TECH START-UP CONNECTING ACROSS GEOGRAPHIES Andrew Ray, Partner, Washington DC William Perkins, Partner, Boston James Chapman, Partner, Silicon Valley Joseph Statter, Managing Director,
More informationAsia Pacific UK Cross border transactions. Corporate Finance PRECISE. PROVEN. PERFORMANCE.
Asia Pacific UK Cross border transactions PRECISE. PROVEN. PERFORMANCE. Cross border transactions Our services Moore Stephens global network of offices allows us to combine expert knowledge and advice
More informationRobert C. Long. Focus Areas. Overview
Co-Chair, Business Restructuring Practice Group Shareholder Wells Fargo Center 333 SE Second Avenue, Suite 2700 Miami, FL 33131 main: (305) 400-7500 direct: (614) 463-4215 fax: (305) 603-2552 rlong@littler.com
More informationDeloitte s 2017 Real Estate Industry Update Optimizing opportunity in an ever-changing environment
Deloitte s 2017 Real Estate Industry Update Optimizing opportunity in an ever-changing environment Chicago, IL October 3, 2017 Welcome to Deloitte s 2017 Real Estate Industry Update The pace of disruption
More informationNick Bohnsack, Strategas, Business Cycle Update and Sector Positioning, November 12, 2014
Page 1 of 5 November 10, 2014 CFA Society Cleveland Upcoming Events November 12 Nick Bohnsack, Stategas Business Cycle Update and Sector Positioning November 18 Midwest Investment Conference November 19
More informationCFA Society Cleveland Mock Exam
Page 1 of 6 April 17, 2014 Join us for many exciting events coming up at The City Club... April 23rd, Joe Becker, Invesco Powershares, Fixed Income Market Strategy April 30th, Robert Doll, Nuveen Asset
More information2015 Real Estate Industry Update A landscape for change: Transforming for the future
2015 Real Estate Industry Update A landscape for change: Transforming for the future September 15, 2015 Welcome Welcome to Deloitte s 2015 real estate industry update The real estate industry has been
More information2015 Real Estate Industry Update A landscape for change: Transforming for the future
2015 Real Estate Industry Update A landscape for change: Transforming for the future December 11, 2015 Welcome Welcome to Deloitte s 2015 real estate industry update The real estate industry has been on
More informationAnnual. Real Estate. Outlook
Annual Real Estate Outlook 2014 Annual Outlook 2014 Thank you for attending ULI British Columbia s premier real estate trends and forecast event of the year, featuring insights from leading experts both
More informationCandidate Profile Form District Committee Election Kelly Anderson
Kelly Anderson Compliance Director RBC Capital Marke Kelly Anderson is Compliance Director at RBC Wealth Management, a division of RBC Capital Markets, LLC. Since 2004 she has been responsible for the
More informationTeresa V. Pahl Partner
Teresa represents clients in all phases and aspects of their businesses. Teresa s expertise includes matters involving general corporate law, securities law and real property law. Teresa works with early-stage
More informationB i o g r a p h y Steven M. Egna Steven M. Egna
B i o g r a p h y Steven M. Egna CBA, CVA, ABAR, CM&AA Valuation Resource Group, LLC 75 Troy Road East Greenbush, New York 12061 P: (518) 479-1008 E: segna@valuationresource.com Steven M. Egna is a Certified
More informationAnnual Meeting to Elect Board Thursday May 22
Page 1 of 6 May 22, 2014 Annual Meeting to Elect 2014-2015 Board Thursday May 22 PLEASE JOIN US ON THURSDAY MAY 22ND AT 12PM FOR AN INSIGHTFUL PRESENTATION BY MATT MORAN, CHICAGO BOARD OPTIONS EXCHANGE.
More information2 Decades On: Perspectives from the Asian Financial Crisis: New Risks and Opportunities Take Shape.
AGENDA 8:30AM 9:00AM 9:05AM REGISTRATION & BREAKFAST OPENING REMARKS KEYNOTE ADDRESS Asia Pacific 20 Years After the Crisis Causes and lessons learned (or not) Is Asia still the fastest growing region
More informationOverview of Venture Equity
Overview of Venture Equity SVB Analytics Report 2017 Written by SVB Analytics: Steve Liu Managing Director sliu@svb.com Sean Lawson Senior Manager slawson2@svb.com Steven Pipp Senior Associate spipp@svb.com
More informationFUNDS DATABASE SCOPE INCLUSION CRITERIA DATA HIGHLIGHTS
INDUSTRY RE FUNDS 1969 to present Industry surveys, quarterly and annual fund reports 9,240+ venture capital and private equity funds Venture capital and buyout funds that have invested in companies Name
More information2015 Real Estate Industry Update A landscape for change: Transforming for the future
2015 Real Estate Industry Update A landscape for change: Transforming for the future September 17, 2015 Welcome Welcome to Deloitte s 2015 real estate industry update The real estate industry has been
More informationFamily Office Conference
FAE 2014 Conferences Fourth Annual Family Office Conference Next Generation Challenges to Successful Transition Wednesday, February 5, 2014 Citi Executive Conference Center Also Available via Live Webcast
More information2015 Real Estate Industry Update A landscape for change: Transforming for the future
2015 Real Estate Industry Update A landscape for change: Transforming for the future December 10, 2015 Welcome Welcome to Deloitte s 2015 real estate industry update The real estate industry has been on
More informationFUTURE OF FINANCE. FUTURE OF FINANCE January 25, 2017, The Junior League of Houston
FUTURE OF FINANCE EVENT OVERVIEW Please join us for the CFA Society of Houston 2017 Forecast Dinner: Future of Finance and hear Keynote Speaker Richard Yamarone, an economist who has more than three decades
More informationParagon Ventures. Healthcare Mergers and Strategic Acquisitions
Paragon Ventures Healthcare Mergers and Strategic Acquisitions Are you plugged in to your STRATEGIC OPTIONS? Buy A Business Sell A Business Valuations Strategic Plans Exit Strategies Recapitalization Paragon
More informationFinance. Midwest Capital Markets
Finance Midwest Capital Markets Finance Midwest Capital Markets Our team Dave Hendrickson Managing Director +1 312 228 2517 david.hendrickson@am.jll.com Keith Largay Managing Director +1 312 228 3111 keith.largay@am.jll.com
More informationBAIRD S INTERNSHIP PROGRAM Start in Good Company
BAIRD S INTERNSHIP PROGRAM Start in Good Company Start here. Baird s Internship Program is designed to foster skills that help prepare interns for success. In addition to a mentoring program, which allows
More informationBAIRD S INTERNSHIP PROGRAM. Start in Good Company
BAIRD S INTERNSHIP PROGRAM Start in Good Company Start here. Baird s Internship Program is designed to foster skills that help prepare interns for success. In addition to a mentoring program, which allows
More informationEY s ninth annual Mutual Fund Seminar
EY s ninth annual Mutual Fund Seminar Advancing insight 15 June 2017 ey.com/mutualfundseminar Program and presentation Welcome to EY s Mutual Fund Seminar Advancing insight We are delighted to welcome
More informationDecember 2010 Scholarship Applications Now Being Accepted
Page 1 of 5 August Newsletter August 2, 2010 December 2010 Scholarship Applications Now Being Accepted The CFA Society of Washington, DC is now offering exam scholarships to all December 2010, Level 1
More informationHow to Build a 100 Year Enterprise The Role of The Family Office. Presented by: Linda C. Mack STEP New York June 11, 2015
How to Build a 100 Year Enterprise The Role of The Family Office Presented by: Linda C. Mack STEP New York June 11, 2015 100 Year Family Enterprise Family Family board Family council Family constitution
More informationVenture-Backed Exit Activity Shows Improved Signs of Life in Q1 2010
CONTACTS Channa Brooks Tenor Communications for NVCA 1.302.368.2345 channa@tenorcom.com Daniel Billings Thomson Reuters 1.646 223 5985 daniel.billings@thomsonreuters.com Exit Activity Shows Improved Signs
More informationWebinar: Perspectives on Board Evaluation Best Practices. March 1, 2018
Webinar: Perspectives on Board Evaluation Best Practices March 1, 2018 Webinar Housekeeping To ask a question during the webinar, please click the chat button. Questions submitted will be answered throughout
More informationThe Complexities of Mixed Use
The Complexities of Mixed Use 2:30 pm 5:00 pm Thursday, October 15, 2015 Piper Auditorium, Gund Hall MDes Real Estate & the Built Environment Harvard University Graduate School of Design 48 Quincy Street,
More informationACG Toronto Capital Connection DEALSOURCE pre-scheduled meetings
DEALSOURCE Capital Connection The Association for Corporate Growth Toronto Chapter (ACG Toronto) is proud to present our Annual ACG Toronto Capital Connection Canada s largest Capital Connection bringing
More informationThe West Coast s Premier Investment Conference. May 30, 2019 I Omni Hotel, Los Angeles, CA SPONSORSHIP OPPORTUNITIES
The West Coast s Premier nvestment Conference Omni Hotel, Los Angeles, CA SPONSORSHP OPPORTUNTES The West Coast s Premier nvestment Conference OMN HOTEL 251 S. Olive St., Los Angeles, CA 90012 7:00 am.......
More informationChartwell Introduction and AEC Capabilities
Chartwell Introduction and AEC Capabilities Comprehensive Financial Advisory Experience Chartwell provides financial advisory solutions to the middle market; areas of expertise include corporate finance,
More informationWE PROMOTE GROWTH. WE ARE A FINANCIAL SERVICES VALUE ADVOCATE.
WE PROMOTE GROWTH. WE ARE A FINANCIAL SERVICES VALUE ADVOCATE. ABOUT US BayBoston is a minority-owned private equity firm that provides sophisticated strategic advice and capital to community banks and
More informationBritco Group. Transaction snapshot
Britco Group Transaction snapshot About Ernst & Young Orenda Corporate Finance Inc. Ernst & Young Orenda Corporate Finance Inc. is one of Canada s largest corporate finance firms focused on mid-market
More informationDavid J. Adams
David J. Adams david.j.adams@louisville.edu EXPERIENCE University of Louisville - Institute for Product Realization (2016-Present) CEO Executive in charge for the overall strategy, development and execution
More informationMANGROVE EQUITY PARTNERS
Firm: MANGROVE EQUITY PARTNERS MANGROVE EQUITY PARTNERS Asset Manager Founded in Hidden Hidden Hidden Hidden Headcount: Hidden Assets Under Management: Hidden Salem Partners Advises North American Aircraft
More informationThe Udine Group at Morgan Stanley Smith Barney. Helping Clients Accumulate, Manage, and Transfer Wealth
The Udine Group at Morgan Stanley Smith Barney Helping Clients Accumulate, Manage, and Transfer Wealth 330 Fellowship Road Suite 400, Mount Laurel, NJ 08054 856-222-4547 / MAIN 800-932-0037 / TOLL-FREE
More informationHKIRA 4 th IR Awards 2018 Are Now Open for Nomination
FOR IMMEDIATE RELEASE HKIRA 4 th IR Awards 2018 Are Now Open for Nomination Hong Kong (29 January, 2018) Hong Kong Investor Relations Association (HKIRA) is pleased to announce that public nomination is
More informationRevenue of $100 million to $1 billion and EBITDA in excess of $20 million
NEWSTONE CAPITAL PARTNERS, LLC invests in mezzanine securities of larger middle-market companies involved in leveraged buyouts, recapitalizations, and later-stage growth financings. For the last 20 years,
More informationM&A Update 1H Proven. Focused. Trusted. Accounts Receivable Management Healthcare IT Revenue Cycle Management
M&A Update 1H 2017 Accounts Receivable Management Healthcare IT Revenue Cycle Management Proven. Focused. Trusted. 301-576-4000 www.greenberg-advisors.com Proven. Focused. Trusted Revenue Cycle Management
More informationThe Mobile Boardroom and Corporate Finance Boutique
The Mobile Boardroom and Corporate Finance Boutique Formed in 1989 First corporate trouble shooting team in the UK (Financial Times,1992) Pioneered the Mobile Boardroom concept Unrivalled expertise across
More informationVentureSource U.S. -- 4Q 2013
U.S. -- 4Q 2013 The following report presents DJX VentureSource s quarterly findings for U.S. venture capital fundraising, investment, valuation, and liquidity. The included charts and graphs offer a comprehensive
More informationLATIN AMERICA INVESTMENT CONFERENCE
2017. All rights reserved. LATIN AMERICA INVESTMENT CONFERENCE 1 2 March 2018 Belmond Copacabana Palace Rio de Janeiro, Brazil HOSTED WITH CFA SOCIETY BRAZIL SPONSORSHIP OPPORTUNITIES EVENT OVERVIEW The
More informationCASI Pharmaceuticals, Inc.
CASI Pharmaceuticals, Inc. Your Strategic Drug Development Partner in China NASDAQ: CASI WWW.CASIPHARMACEUTIALS.COM Forward Looking Statements This presentation contains forward-looking statements within
More information1280 CENTRE STREET, SUITE 2, NEWTON CENTER, MA BAYBOSTON.COM
BAYBOSTON IS A PRIVATE EQUITY FIRM THAT INVESTS IN: Community Banks Financial Services Companies WE PROMOTE GROWTH. WE ARE A COMMUNITY BANKING VALUE ADVOCATE. ABOUT US BayBoston is a minority-owned private
More informationHFMA January CFO Forum
HFMA January CFO Forum January 26, 2018 St. Mark s Hospital Education Auditorium 1200 E. 3900 S. Salt Lake City, Utah 7.0 CPE hours 7:30 8:00 a.m. Continental Breakfast 8:00 8:15 a.m. Opening and Chapter
More informationANNUAL SHAREHOLDERS MEETING. May 4, 2017
ANNUAL SHAREHOLDERS MEETING May 4, 2017 Gregory S. Marcus President and CEO, The Marcus Corporation Thomas F. Kissinger Senior Executive Vice President, General Counsel and Secretary, The Marcus Corporation
More informationThe Fortress Group at Morgan Stanley
The Fortress Group at Morgan Stanley 1 PENN PLAZA, 43RD FL NEW YORK, NY 10119 212-643-5781 / MAIN 800-223-4565 / TOLL-FREE 212-714-2546 / FAX http://www.morganstanleyfa.com/thefortressgroup lane.h.katz@ms.com
More informationPANEL DISCUSSION & ROUNDTABLES
LIFE SCIENCES & HEALTH CARE EVENT Road to commercialization - Challenges, Opportunities & Successes that lie ahead in the Life Sciences and Healthcare Sectors Life Sciences and Healthcare is one of the
More informationThe Apollo Group at Morgan Stanley
The Apollo Group at Morgan Stanley A wealth advisory practice that provides clients with the financial planning and investment management services they require and deserve. Private Wealth Management: The
More informationC OLLIERS INTERNATIONAL MULTI-FAMILY A DVISORY GROUP
P RESENTED BY: SENIOR V ICE PRESIDENT 312.612.5935 312.612.5985 fax dbilfeld@colliersbk.com ASSOCIATE 312.612.5936 312.612.5986 fax jberner@colliersbk.com MARKETING SPECIALIST 312.612.5938 312.612.5988
More informationPitchBook. Bet ter Data. Bet ter Decisions. 4Q 2012 Private Equity. Company Inventory. Report. Sponsored by:
4Q 2012 Private Equity Company Inventory Report Sponsored by: www.newstarfin.com Introduction In the last few quarters, an overwhelming number of the inquiries coming in to the Research Team have centered
More informationThe Rock Group at Morgan Stanley Smith Barney. Managing Your Wealth, Growing Our Relationship
The Rock Group at Morgan Stanley Smith Barney Managing Your Wealth, Growing Our Relationship Change is the law of life. And those who look only to the past or present are certain to miss the future. John
More informationPrivate Equity-Backed Buyout Deals and Exits Down in Q Market Volatility and Tightened Credit Markets Lead to an Absence of Large-Cap Deals
Press Release 3 rd October 211 Equity-Backed Buyout Deals and Exits Down in 211 Market Volatility and Tightened Credit Markets Lead to an Absence of Large-Cap Deals Preqin s quarterly deals data shows
More informationLISA ROTH MONAHAN & ROTH, LLC 630 FIRST AVENUE SAN DIEGO, CA 92101
LISA ROTH MONAHAN & ROTH, LLC 630 FIRST AVENUE SAN DIEGO, CA 92101 BACKGROUND Lisa Roth is the of Monahan & Roth, LLC, a regulatory compliance company providing services including professional consultations,
More informationEnjoy. Allan Koltin, CPA
Presented by the Management of an Accounting Practice Section of the Georgia Society of CPAs CPA Firm Practice Management Conference 2007 Sunday, November 11 - Monday, November 12 Brasstown Valley Resort,
More informationW H AT W E D O SPONSORS. Contents INVESTMENT TERMS SENIOR MANAGEMENT
Contents W H AT W E D O 3 SPONSORS 6 INVESTMENT TERMS 7 A D VA N TA G E S 8 SENIOR MANAGEMENT 9 C O N TA C T 10 What we do Typical Real Estate Capital Stack Milestone Partners Real Estate Capital Stack
More informationCentral Arkansas RMA Chapter
From: Central Arkansas RMA Chapter [mailto:davidmarks@comcast.net] Sent: Tuesday, January 13, 2015 9:01 AM To: davidmarks@comcast.net Subject: Media Release - Central Arkansas RMA Chapter Central Arkansas
More informationFS INVESTMENTS & KKR FORM STRATEGIC PARTNERSHIP. Combining FSIC & CCT platforms to create stockholder value
FS INVESTMENTS & KKR FORM STRATEGIC PARTNERSHIP Combining FSIC & CCT platforms to create stockholder value FS INVESTMENTS AND KKR TO ESTABLISH INDUSTRY-LEADING PARTNERSHIP FS Investments ( FS ) and KKR
More informationCareer Forum Profile. Mr. Clement Chan Managing Director, BDO Limited & President, Hong Kong Institute of CPAs
Mr. Clement Chan is the President of the Hong Kong Institute of Certified Public Accountants. He has actively participated in standards setting and governance activities both in Hong Kong and at international
More informationPART 2B FORM ADV. Updated November 4, 2015 LASALLE INVESTMENT MANAGEMENT, INC. 333 WEST WACKER DRIVE, SUITE 2300 CHICAGO, ILLINOIS 60606
PART 2B FORM ADV Updated November 4, 2015 LASALLE INVESTMENT MANAGEMENT, INC. 333 WEST WACKER DRIVE, SUITE 2300 CHICAGO, ILLINOIS 60606 +1 (312) 897-4000 www.lasalle.com This brochure provides information
More informationInvesting in Myanmar CO-OPERATIVE BANK LTD SINCE 1992
Investing in Myanmar CO-OPERATIVE BANK LTD SINCE 1992 About CB Securities Wholly Owned Subsidiary of CB Bank, third largest bank in Myanmar by Assets Established in 2015 for development of modern capital
More informationEVCA Strategic Priorities
EVCA Strategic Priorities EVCA Strategic Priorities The following document identifies the strategic priorities for the European Private Equity and Venture Capital Association (EVCA) over the next three
More informationWRITTEN SUBMISSION OF GE CAPITAL TO THE FINANCIAL CRISIS INQUIRY COMMISSION
WRITTEN SUBMISSION OF GE CAPITAL TO THE FINANCIAL CRISIS INQUIRY COMMISSION MICHAEL A. NEAL CHAIRMAN AND CEO OF GE CAPITAL AND VICE CHAIRMAN OF GE May 6, 2010 Chairman Angelides, Vice-Chairman Thomas,
More informationHeadcount: Hidden Founded in Hidden. Assets Under Management: Hidden Hidden Hidden Hidden NewStar Business Credit Closes $15MM Credit for Atlas Group
Firm: GRAHAM PARTNERS GRAHAM PARTNERS Asset Manager Headcount: Hidden Founded in Hidden Assets Under Management: Hidden Hidden Hidden Hidden NewStar Business Credit Closes $15MM Credit for Atlas Group
More informationSmith A. Brownlie III, CPA
Brownlie & Braden, LLC, provides services specifically addressing the needs of individuals and families that have accumulated significant wealth. Our approach to providing these services is sensitive to
More information11 th ANNUAL WINNERS. Circle Gala Celebration pm March 26, Intrepid Museum New York, USA.
11 th ANNUAL WINNERS Circle Gala Celebration 6 30 pm March 26, 2019 Intrepid Museum New York, USA. CONGRATULATIONS to all the WINNERS circle 2019 Global M&A Network is a diversified news, information media
More informationGlobal Business Update
Global Business Update Looking Ahead to 2019 2019 GLOBAL BUSINESS UPDATE Introduction As we have transitioned into the white space of 2019, we thought it would be helpful to provide some global insights
More informationDorsey A Global Business Law Firm
London Real Estate Dorsey A Global Business Law Firm 2 Dorsey is an international firm with over 550 lawyers in Europe, North America and Asia. Some of the world s most successful companies count on Dorsey
More informationChris Bridges. Financial Advisor
Chris Bridges Financial Advisor 832 Lake Sumter Landing The Villages, FL 32162 352-751-7847 / MAIN 800-447-6036 / TOLL-FREE 352-753-8234 / FAX christopher.bridges@mssb.com http://fa.morganstanleyindividual.com/christopher.bridges/
More informationGramax Capital AG. Company Presentation. November 2017
Gramax Capital AG Company Presentation November 2017 Overview Focus Independent Experienced Gramax is an investor focused on small and medium sized companies in special situations headquartered in Europe
More information13 th Annual Economic Forecast Dinner
SILVER SPONSORS BRONZE SPONSOR 13 th Annual Economic Forecast Dinner ACADEMIC SPONSORS January 21, 2016 5 PM 9 PM Sheraton Seattle Hotel WINE SPONSOR Wine Generously Underwritten by Chateau Ste Michelle
More informationQ Fundraising Roundup. Report. Steve Pagliuca. Featured Topics
Report Includes a bonus interview with Q3 216 Steve Pagliuca Managing Director, Bain Capital Fundraising Roundup Featured Topics The Q3 Numbers: Software Goes Big The VC Market: Asia Outpaces Europe Co-investment
More informationChoosing the Right Partner for Global Expansion. Oded Shenkar & Lou Longo
Choosing the Right Partner for Global Expansion Oded Shenkar & Lou Longo Oded Shenkar, Ford Motor Company Chair in Global Business Management Biography Oded Shenkar is currently the Ford Motor Company
More informationThe Texas Capitol Group at Morgan Stanley Smith Barney. When the Details Matter
The Texas Capitol Group at Morgan Stanley Smith Barney When the Details Matter The Texas Capitol Group at Morgan Stanley Smith Barney will be the wealth advisory group of choice recognized for its exceptional
More informationFinding the right commercial real estate partner for foreign investors
The China Investor, Volume 1, Issue 1 Finding the right commercial real estate partner for foreign investors Article By SKIP WHITNEY (/EN/PROFILE/SKIP-WHITNEY) on May 19, 2017 Finding the right commercial
More informationMidwest Financial Reporting Symposium
EARLY BIRD DISCOUNT Register by August 30, 2016 2016 Illinois CPA Society Tuesday, September 20, 2016 Des Plaines, IL Midwest Financial Reporting Symposium Focus on today s hottest issues with an all-star
More informationTORBEN VOETMANN, PH.D.
TORBEN VOETMANN, PH.D. CURRENT POSITION Finance Scholars Group, Orinda, California Managing Director (2012 Present) PAST POSITIONS Cornerstone Research, San Francisco, California Principal (2002 2012)
More informationTrends in private equity healthcare investments
Trends in private equity healthcare investments How private equity investors are adapting to changes in healthcare DOMINIC COTTONE Managing Director, Ferguson Partners AMANDA PIGOTT Vice President, Ferguson
More informationDenver H. Travis, Ph.D., CFA
Department of Finance Updated: April 2017 Erivan K. Haub School of Business Phone: 610.660.1670 Saint Joseph s University E-Mail: denver.travis@sju.edu 5600 City Avenue SSRN: http://ssrn.com/author=2271786
More informationMichael Barna Financial Advisor You Have Worked Hard To Build Wealth In Life.
Michael Barna Financial Advisor You Have Worked Hard To Build Wealth In Life. 1200 Lenox Drive Suite 300, Lawrenceville, NJ 08648 609-844-7920 / MAIN 800-659-0650 / TOLL-FREE 609-844-7950 / FAX michael.barna@morganstanley.com
More informationFamily Office Conference
FAE 2013 Conferences Third Annual Family Office Conference foundation for accounting FAE education Network with leading professionals and hear relevant, timely perspectives from renowned family office
More informationRevenue of $100 million to $1 billion and EBITDA in excess of $20 million
NEWSTONE CAPITAL PARTNERS, LLC invests in mezzanine securities of larger middle-market companies involved in leveraged buyouts, recapitalizations, and later-stage growth financings. For the last 20 years,
More informationCynthia Axelrod - Assistant Professor of Practice, Finance Department, Fox School of Business Temple University
Cynthia Axelrod - Assistant Professor of Practice, Finance Department, Fox School of Business Temple University Cindy Axelrod recently joined the Fox School of Business as an Assistant Professor in the
More informationCURRENT ISSUES IN HIGHER EDUCATION
CURRENT ISSUES IN HIGHER EDUCATION Group-Live Presentation 1 CPE Credit Accounting (Govt); 1 CPE Credit Behavioral Ethics; 1.5 CPE Credits Personnel/HR; 1.5 CPE Credits Personal Development; 1 CPE Credit
More informationSeth Eric Shalov. MAI Capital Management, LLC. Form ADV, Part 2B Brochure Supplement
Seth Eric Shalov MAI Capital Management, LLC 1360 East 9th St, Ste 1100 Cleveland, OH 44114-1782 (216) 920-4800 Form ADV, Part 2B Brochure Supplement January 1, 2016 This brochure supplement provides information
More informationApplied Investment Management Open House September 8, Investment Banking / Private Equity Track
Applied Investment Management Open House September 8, 2015 Investment Banking / Private Equity Track Marquette s AIM program is adding a Private Equity & Banking track Dr. David Krause, AIM Program Director
More informationThe Beacon Group at Morgan Stanley Smith Barney. A guiding light for your financial journey
The Beacon Group at Morgan Stanley Smith Barney A guiding light for your financial journey 1800 BROADWAY STE 120 BOULDER, CO 80302 720-562-6233 / MAIN 800-787-5218 / TOLL-FREE 303-939-9007 / FAX http://fa.morganstanleyindividual.com/dana.albright/
More informationMorgan Ricks. Vanderbilt University Law School st Avenue South Nashville, TN
Morgan Ricks Vanderbilt University Law School 131 21st Avenue South Nashville, TN 37203 morgan.ricks@vanderbilt.edu (615) 322-6663 ACADEMIC APPOINTMENTS Vanderbilt University Law School, Nashville, TN
More informationSourcing Great Deal Flow Outside Silicon Valley
Sourcing Great Deal Flow Outside Silicon Valley April 27, 2016 Use chat to submit questions Yes, you ll get the slides We re recorded, so come back and listen again 1 Mission: Fuel the success of angel
More informationThe Stack-Gravenstine-Smith Group at Morgan Stanley Smith Barney
The Stack-Gravenstine-Smith Group at Morgan Stanley Smith Barney 330 Fellowship Road Suite 400, Mount Laurel, New Jersey 08054 800-596-5668 / toll-free 856-273-6407 / fax www.fa.smithbarney.com/stackgravenstinesmith
More informationThe Co-investment Climate in Private Equity
The Co-investment Climate in Private Equity Maximize Your Competitiveness and, for Some, Ensure Your Survival Claudia Montoto The Mergermarket Group (Moderator) Julia D. Corelli Pepper Hamilton LLP Bruce
More informationBoard Training Requirements and Travel Approval
(217) 378-8855 (217) 378-9801 (fax) MEMORANDUM TO: FROM: RE: Board of Trustees Michael Weinstein General Counsel Board Training Requirements and Travel Approval DATE: April 16, 2012 In order to assist
More informationVenture Capital Industry Overview. Powered By:
Venture Capital Industry Overview Powered By: U.S. U.S. Fundraising Fundraising Slows in 1Q 05 Commitments to Venture Capital Funds $80 $83.5 Funds Raised ($B) $60 $40 $20 $0 $58.8 $50.5 $26.9 $17.1 $17.7
More information