ACG has gathered an incredible lineup of leading authorities in the M&A industry to provide you with the latest trends, best practices, and analyses. Browse the lineup below of experts who will present at InterGrowth.

Anna Palmer

Anna Palmer

Co-Author, POLITICO Playbook

Opening Keynote

Monday, April 20 | 12:00 P.M. – 2:00 P.M.

Jake and Anna are senior writers for Politico and the co-authors of the Politico Playbook, the twice-daily newsletter that drives the narrative in Washington. Since Jake and Anna took over in July 2016, Playbook’s readership has increased 20%.

They are also the co-authors of the New York Times and national bestseller, “The Hill to Die On: The Battle for Congress and the Future of Trump’s America,” which was published by Crown in 2019.

Anna previously was the co-author of the daily newsletter Politico Influence, which focuses on lobbying and money in politics. Before Politico, Anna covered House leadership and lobbying as a staff writer for Roll Call. She got her start in Washington journalism as a lobbying business reporter for the industry newsletter Influence.

Jake has covered Congress for Politico for the past seven years, specifically focused on the House Republican leadership. He has been recognized for his coverage of the downfall of John Boehner, and rise of Paul Ryan. Prior to joining Politico, Jake worked at the Wall Street Journal.

Jake Sherman

Jake Sherman

Co-Author, POLITICO Playbook

Opening Keynote

Monday, April 20 | 12:00 P.M. – 2:00 P.M.

Jake and Anna are senior writers for Politico and the co-authors of the Politico Playbook, the twice-daily newsletter that drives the narrative in Washington. Since Jake and Anna took over in July 2016, Playbook’s readership has increased 20%.

They are also the co-authors of the New York Times and national bestseller, “The Hill to Die On: The Battle for Congress and the Future of Trump’s America,” which was published by Crown in 2019.

Anna previously was the co-author of the daily newsletter Politico Influence, which focuses on lobbying and money in politics. Before Politico, Anna covered House leadership and lobbying as a staff writer for Roll Call. She got her start in Washington journalism as a lobbying business reporter for the industry newsletter Influence.

Jake has covered Congress for Politico for the past seven years, specifically focused on the House Republican leadership. He has been recognized for his coverage of the downfall of John Boehner, and rise of Paul Ryan. Prior to joining Politico, Jake worked at the Wall Street Journal.

Jim Jefferies

Jim Jefferies

Comedian

Opening Keynote

Monday, April 20 | 12:00 P.M. – 2:00 P.M.

Jim Jefferies is one of the most popular and respected comedians of his generation, entertaining audiences across the globe with his provocative, belief-challenging, and thought-provoking comedy. He was recently named one of the top 5 touring comedians in the world. After receiving rave reviews for his 2018 international stand up tour, The Unusual Punishment Tour, Jim is back on the road with an entirely new routine for his The Night Talker Tour, with his international leg kicking off this November 2019. Jim is working with NBC on a multi-camera pilot which he would star in from writer-producer Suzanne Martin, Sean Hayes and Todd Milliner’s Hazy Mills and Universal TV. Jim’s eponymous Comedy Central series, THE JIM JEFFERIES SHOW debuted its third season in March 2019.

Codie Sanchez

Codie Sanchez

Managing Director, Entourage Effect

How To Capitalize On The Budding Cannabis Industry

Tuesday, April 21, 2020 | 10:30 A.M. – 11:30 A.M.

Codie Sanchez is a Managing Director and Partner at Entourage Effect Capital, a private equity firm focused specifically on investing in the legalized cannabis industry.  Since its inception in the summer of 2014, EEC has deployed close to $150 million into over 40 companies out of its two dedicated funds and co-investment vehicles. Prior to EEC she previously lead First Trust’s Latin America Investment business and held positions at Goldman Sachs, State Street, and Vanguard. She started her career as a journalist where she won the JFK award and the Howard Buffett Foundation grant for covering human trafficking. Sanchez is a pundit and columnist on investing, cannabis and startups, highlighted on The Today Show, Forbes, Fast Company, Entrepreneur, People en Español, Business Wire, etc. She has an M.B.A. from Georgetown University, a master’s from ESADE and Fundação Getúlio Vargas, and a B.A. from Arizona State University. She sits on the board of the Arcview Group, the leading cannabis seed investment platform, Magma Partners a venture fund in Chile, Hispanic Executive publication and is actively involved in AEI.

Ahmer Iqbal

Ahmer Iqbal

Chief Executive Officer, Sublime Canna

How To Capitalize On The Budding Cannabis Industry

Tuesday, April 21, 2020 | 10:30 A.M. – 11:30 A.M.

Ahmer Iqbal is the CEO of Sublime, a cannabis product manufacturer based in Oakland, California. Before becoming CEO, he served as the general manager of the company. Ahmer brings more than 20 years of experience in manufacturing and supply chain operations to Sublime. His past leadership has been focused on developing and delivering technology-driven business solutions, providing outstanding client service, and driving profitable revenue growth.

Prior to Sublime, Ahmer served at Amazon Lab 126 overseeing supply chain operations of its Kindle e-Reader division. He was responsible for a successful global launch of the first ever water-proof e-Reader. Before joining Amazon, Ahmer worked at Crystal Technology, a subsidiary of Siemens (Semiconductor). There, he transitioned wafer fabrication operations from Palo Alto to Southeast Asia before joining Dewolf Boberg & Associates as a consultant for various medical device, aeronautics and other manufacturing companies.

Scott Fortune

Scott Fortune

Director, Research Analyst, Roth Capital

How To Capitalize On The Budding Cannabis Industry

Tuesday, April 21, 2020 | 10:30 A.M. – 11:30 A.M.

Scott Fortune is a Director, Research Analyst following the Consumer Health & Wellness sector. He brings 15 years of experience as an analyst and portfolio manager. Prior to joining ROTH, Mr. Fortune was an Analyst and PM for Magee Thomson Investment Partners and covered micro, small, and large cap funds. Mr. Fortune also worked at Duncan Hurst Capital Management. Prior to his finance career, Scott was Captain of the 1992 USA Volleyball Olympic Team and competed in three Olympics.

Kerri Marshall

Kerri Marshall

Chief Information Officer & Vice President of Innovation, Compassion-First Vet Hospitals

Pet And Animal Care M&A: You’re Barking Up The Right Tree

Monday, April 20 | 2:30 P.M. – 3:50 P.M.

Kerri is a second-generation veterinarian with more than 10 years of private practice and more than 20 years innovating technology projects within veterinary medicine. She is a former founding member of Banfield Pet Hospital’s management team and the inventor of Trupanion Express®, a patented software. She is recognized as an industry leader in developing integrated systems and was honored in 2018 with the NAVC’s Veterinarian Innovator of the Year. She currently holds the title of Chief Information Officer and Vice President of Innovation at Compassion-First Pet Hospitals. Her immediate past role includes serving on the board of BabelBark and as their Chief Veterinary Officer.

John Bork

John Bork

Founder, Chief Executive Officer, WellHaven Pet Health

Pet And Animal Care M&A: You’re Barking Up The Right Tree

Monday, April 20 | 2:30 P.M. – 3:50 P.M.

John Bork, 49, founded WellHaven in July of 2017. Today, Bork oversees the strategic direction of the Vancouver-based, $50 million veterinary health practice with roughly 750 employees in nearly 50 hospitals across the United States. Over the next 2 years, WellHaven is expected to grow its hospital network to include over 150 veterinary practices. Due to this growth and success, WellHaven has been awarded Start Up of the Year from the Vancouver Business Journal and the Start Up to Watch award from the Vancouver Chamber of Commerce.

After studying Business Management at the University of Minnesota, Bork lived in a number of states, building a variety of businesses. In 1999, he joined a small startup business called VetSmart. At that time, VetSmart had a handful of veterinary hospitals and was looking for a leader to help them launch across the country. Bork became that leader by leading their business, international development, real estate and construction. For 18 years, Bork helped grow VetSmart, (now Banfield Pet Hospital) into the largest veterinary group in the world. Before leaving Banfield in 2017, Bork was the Vice President of Operations and was responsible for more than 1,000 veterinary hospitals and nearly $1.5 billion in revenue.

Bork also has served on several boards, including the State of Washington and the Wildlife Diversity Advisory Council (WDAC). Bork’s role was to provide advice to the state of Washington on proposed regulations, policies and management plans for species and ecosystems of greatest concern.

Bork is also a founder and president of a nonprofit youth basketball program, the Pacific Northwest Sixers, which serves middle school and high school girls and boys in SW Washington.

Bork’s industry vision is centered around building an organization that focuses on her, the veterinarian. He wants to create a space for veterinarians, technicians and others within the profession looking to put their skills to work in a way that feels fulfilling and exciting. He believes that when they feel supported, they can keep the focus sharp on the dogs and cats that keep our work going around.
Bork is a 15-year resident of La Center, Washington. He has two children, Emily (20) who is attending WSU Vancouver and Joe (17) who plans to attend WSU Pullman next fall. His furry kids are Sota, a 10-year old Brittany who is named after Bork’s home state of Minnesota, and Nayeli a 7-year old English Cocker.

Mark Cushing

Mark Cushing

Founding Partner, Animal Policy Group

Pet And Animal Care M&A: You’re Barking Up The Right Tree

Monday, April 20 | 2:30 P.M. – 3:50 P.M.

A long-time political strategist, lobbyist, corporate executive and former litigator, Mark focuses his advocacy practice on providing high-level strategic advice, state and federal lobbying, and consulting services to clients with needs at any level of government, and key trade/industry associations in the U.S., Canada and Mexico. He maintains offices in Portland, OR; Scottsdale, AZ; Knoxville, TN; and Washington, DC.

Mark is the Founding Partner of the Animal Policy Group, LLC. Since 2004 he has specialized in animal health, animal welfare, veterinary and veterinary educational issues, developing a cutting-edge practice across these sectors.  He also serves as Trustees Counsel for Lincoln Memorial University in Harrogate, TN and Policy Advisor to the Center for Animal Health in Appalachia.

Mark is a frequent speaker at veterinary medicine and other animal policy-related conferences. He has served as an adjunct professor at the LMU Duncan School of Law, the Lewis & Clark Law School animal Law program in Portland, Oregon, and visiting lecturer at the University of Oregon School of Law. Mark is an honors graduate with distinction from Stanford University and the Willamette University College of Law.

Tom Bohn

Tom Bohn

Chief Executive Officer, ACG Global

Pet And Animal Care M&A: You’re Barking Up The Right Tree

Monday, April 20 | 2:30 P.M. – 3:50 P.M.

Thomas Bohn, CAE, MBA starts with the end game.  He envisions what he wants to accomplish and then finds the means to attain it.

Tom joined ACG in December 2019, after overseeing unprecedented growth at the North American Veterinary Community (NAVC). At NAVC, Tom fostered operational change and organizational growth by bolstering staff resources and revenue returns. Within six years, he grew revenue from $11 million to $26 million.

Born in Queens, New York, Tom’s no-nonsense nature can be attributed to his NYC roots. Tom wields his straightforward management approach to drive exceptional growth through expansion of domestic and international presence; increase brand awareness and reach; and improve audience engagement via multiple revenue-producing media channels.

Familiar with the chapter association operational model, Tom views decisive open and active two-way communication with chapter stakeholders as critical to his future success at ACG. Applying data to understand user preferences and activation triggers has allowed Tom to build media platforms and tailored programming adept to his prior associations’ needs. He’ll use that same perpetual curiosity about audience and commitment to leverage technology to enhance ACG’s engagement.

Tom’s guiding principles for ACG include communication, transparency, innovation, focus on growth and customer service and provide him with the roadmap for successful chapter partnership, increased membership and retention, and event and media expansion.

Tom, his wife Jennifer and their two dogs will be moving to Chicago when his son, Hudson, enters college. Two of his favorite things to do outside of work: watch his son play lacrosse and listen to Bruce Springsteen on vinyl. He expects that he’ll soon become an 93XRT VIP.

Ian Bone

Ian Bone

Senior Director of Corporate Development, Save A Lot

STRATEGIC ACQUIRER SUMMIT: Using CRM Software for Deal Sourcing

Wednesday, April 22 | 2:00 P.M. – 3:00 P.M.

Ian oversees strategic partnerships and acquisitions for Save A Lot as the Senior Director of Corporate Development. His market research, strategy, and business development background spans B2B industries internationally. Prior to joining Save A Lot, Ian led strategy and innovation for Wolters Kluwer’s fund compliance and due diligence offerings globally within their Governance Risk and Compliance business “CT Corporation”. Previously he also sourced lower-middle-market acquisitions for the global leader in outsourcing and back office processing services; worked with entrepreneurs and start-ups in the US and Latin America as a strategy consultant; and managed asset acquisition valuations and derivatives trading for a top-tier global shipping company.

Ian earned a B.A. in Economics from Williams College, has been awarded the Chartered Regulatory Counsel designation by the Regulatory Compliance Association, and is a former board member of ACG New York. Ian was named one of five finalists for the 2017 Alliance of M&A Advisors Thought Leader of the Year award and received the 2017 Deal Partner of the Year award from ACG NY on behalf of CT Corporation.

Hiter Harris

Hiter Harris

Co-Founder, Harris Williams

The Case For Consolidation: Successfully Executing Buy-And-Build Strategies And Add-Ons

Tuesday, April 21, 2020 | 1:00 P.M. – 2:00 P.M.

Mr. Harris co-founded Harris Williams in 1991 as a national investment banking firm focusing on middle market mergers and acquisitions (M&A). Since then, he and his partners have led Harris Williams to become one of the largest and most influential M&A firms in the country with approximately 275 people, 8 offices in the U.S. and Europe, and 10 industry groups. Having directed more than 100 M&A transactions and with 30 years of transactional experience, Mr. Harris has worked extensively in various areas including consumer products, retailing, distribution and business services, healthcare, building products, industrial manufacturing, natural resources, and media.

Mr. Harris earned his MBA from Harvard Business School, with Distinction, and a BS in Mathematics and Economics from Hampden-Sydney College, cum-laude. He is active in the community shown through current and past involvement in various boards including Hampden-Sydney College, Virginia Foundation for Independent Colleges, University of Richmond, Virginia Museum of Fine Arts Foundation, Massey Cancer Center, Virginia Historical Society, Spider Management Investment Committee, St. Catherine’s School, First Presbyterian Church Diaconate, and Church Schools of the Diocese of Virginia. Mr. Harris also currently serves, or has served, on the Boards of NewMarket Corporation, Nexgrid LLC, and the Virginia Resources Authority. Mr. Harris and his wife, Jil Womack Harris, live in Richmond and have three children.

Christopher Solomon

Christopher Solomon

General Partner & Director of Capital Markets, Welsh, Carson, Anderson & Stowe

The Case For Consolidation: Successfully Executing Buy-And-Build Strategies And Add-Ons

Tuesday, April 21, 2020 | 1:00 P.M. – 2:00 P.M.

Mr. Solomon is a General Partner focused on raising financing for WCAS portfolio companies, having joined WCAS in 2007. Before joining WCAS, Mr. Solomon was at J.P. Morgan Securities and two Technology start-ups.

David Cook

David Cook

Sports Psychologist

Applying Game Winning Principles to Your Deals

Tuesday, April 21, 2020 | 2:15 P.M. – 3:15 P.M.

David Cook is a speaker, consultant, peak performance coach, author, and filmmaker in the field of Sport and Performance Psychology. He served as “Mental Training Coach” for the San Antonio Spurs from 1996 – 2004 that included two World Championships. He has also held similar positions with the Washington Wizards, Houston Rockets, and Atlanta Hawks. Golf Digest (2013) named him one of the “Top 10 Mental Game Experts” in the world of golf. He is currently coaching several of the Tour’s top players. As past president of the National Sport Psychology Academy he is known as a leading authority in the science of Peak Performance. He has coached performers from the PGA (over 100 players), NBA (two NBA MVP’s, David Robinson and Tim Duncan), NFL, MLB, Olympics, and collegiate national championship ranks.

His business clients have included Insperity, The PGA of America, Exxon Mobil, Sprint, HP/Compaq, USAA, Heinz, Raytheon, Frito Lay, Whole Foods, Valero, Memorial Hermann Hospitals of Houston, American Express, Bristol-Myers Squibb, Texas Instruments, Bayer, Interstate Battery, StorageTek, Pitney Bowes, US Filter, State Farm Insurance, Robert Half International, Key Bank, Conoco/Phillips, and many others. In 2006 he released his best selling performance novel, Golf’s Sacred Journey: Seven Days at the Links of Utopia that was featured in the USA Today Life Section in the fall of 2009. This book was made into a movie, Seven Days in Utopia, summer of 2010 with academy award winners Robert Duvall and Melissa Leo and was released in theaters across the country Sept. of 2011. This movie was built around the performance principles he teaches. He served as Executive Producer on this project and President and Chairman of the Board of Utopia Films the Production Company. The book sequel, Golf’s Sacred Journey: The Sequel, was released spring of 2018. The Psychology of Tournament Golf: Playing Your Best When it Means the Most was released Christmas 2014.

Dr. Cook’s Peak Performance consulting firm bridges the gap between the sports and business arenas. He is the former Director of Applied Sport and Performance Psychology at the University of Kansas (1984 – 1996) where his peers elected him President of the National Sport Psychology Academy in 1992. During his twelve-year tenure at K.U. he counseled over 2500 athletes and coaches and directed the graduate program in Applied Sport Psychology. David’s articles have been featured in Golf Magazine, Golf Illustrated, and Golf Tips. In 1988 David represented the United States at the International Olympic Academy in Olympia, Greece. David received his undergraduate degree from Baylor University in 1980. He completed his Ph.D. in Applied Sport and Performance Psychology from the University of Virginia in 1984. He is married to Karen and has two daughters. They live in the Hill Country of Texas.

Larry Shaffer

Larry Shaffer

Sr. Vice President of Marketing & Business Development

Applying Game Winning Principles to Your Deals

Tuesday, April 21, 2020 | 2:15 P.M. – 3:15 P.M.

Larry Shaffer is the Sr. Vice President of Marketing & Business Development for Insperity. He resides in Houston, TX with his wife Leigh (pronounced Lee). Married 37 years.

Larry Shaffer has over 27 years’ experience in the HR services industry. He joined Insperity over 20 years ago in 1999 as a sales representative and has filled several roles including District Sales Manager; General Manager of the Houston Service Region, Vice President of Midmarket Service Operations, Senior Vice President of Strategic Business Development and his current position of Senior Vice President, Marketing & Business Development.

Larry is a volunteer for the Prison Entrepreneurship Program and is on the Board of Trustees with the Star of Hope, a Houston-based non-profit supporting the city’s homeless population.
Larry earned a bachelor’s degree from Pacific Christian College, Fullerton, CA and Master of Business Administration (MBA) in finance and accounting, Regis University, Denver, CO.

Other tidbits:
• Larry has traveled to Africa five times to provide leadership training to Malawi’s Christian community and local pastors.
• Larry grew up in Seattle, WA and has lived in Florida, Georgia and California before settling in Texas 18 years ago.

John Gabbert

John Gabbert

Founder & CEO, Pitchbook

STRATEGIC ACQUIRER SUMMIT: Executing a Successful Post-Acquisition Integration 

Wednesday, April 22 | 11:10 a.m. – 12:00 p.m.

John Gabbert is founder and CEO of PitchBook Data, the premier data provider for the private and public equity markets. He is responsible for driving PitchBook’s vision, strategy and growth as the company works to provide greater transparency into the global private capital markets. John has 20 years of experience creating and scaling information technology products for capital market professionals.

Prior to founding PitchBook in 2007, Gabbert was the Managing Director of Private Markets for Dow Jones & Company and VP of Worldwide Research for VentureOne, VentureSource and The Private Equity Analyst. He has played a key role in seven acquisitions or mergers by both strategic and private equity investors, including PitchBook’s acquisition by early investor Morningstar in 2016.

Gabbert attended the University of Washington, where he received his bachelor’s degree in business with concentrations in finance and marketing. He’s currently serving as the Edward V. Fritzky Endowed Chair in Leadership at University of Washington’s Foster School of Business.

Ellen Havdala

Ellen Havdala

Managing Director, Equity Group Investments

FAMILY OFFICE SUMMIT: Co-Investing with Other Family Offices

Wednesday, April 22 | 11:10 a.m. – 12:00 p.m.

Ellen has worked in a variety of capacities for Sam Zell’s affiliated companies since 1990. She represents EGI in sourcing potential transactions and meeting new capital sources. Ellen serves on the board of Ardent Health Services, a provider of hospital and healthcare services. In addition, she is responsible for establishing and overseeing the Zell Global Entrepreneurship Network (ZGEN), an organization designed to provide continuing education and mentorship for students and alumni of Sam’s three entrepreneurship education programs. During her tenure within Sam’s network, she served on the boards of SIRVA, Inc., a provider of moving and relocation services; Rewards Network, Inc., a dining rewards company; WRS Holding Company, an environmental construction and remediation company; East Mediterranean Gas Company SAE, an Egyptian natural gas transmission company; National Patent Development Corporation, a holding company focused on pharmaceutical and home improvement products; and Home Products International, a global consumer products company. She also held the roles of Executive Vice President at Equity International and Vice President of Scott Sports Group, Inc. Prior to joining Sam’s organization, Ellen was a financial analyst with The First Boston Corporation in New York City. She graduated magna cum laude with a BA from Harvard College, and earned her Master of Divinity from the University of Chicago in 2016.

Doug Tatum

Doug Tatum

Chairman, Newport LLC

Applying Game Winning Principles to Your Deals

Tuesday, April 21, 2020 | 2:15 P.M. – 3:15 P.M.

Doug is Chairman of Newport LLC, a national partnership of CEOs and senior executives who advise emerging middle market companies and assist private equity firms to invest in and grow portfolio companies.He is also a member of the

Teaching Faculty at the Jim Moran School of Entrepreneurship at Florida State and also Advisory Board Chairman for the Business Dynamics Research Consortium at the University of Wisconsin – Extension. Its mission is to study exceptional growth companies, the capital markets, and overall business activity to learn more about their impact on employment and economic growth. He is the Former Chairman of the Board for the Association for Corporate Growth (ACG), a global not-for-profit organization with 58 Chapters and 14,000 members in the US and internationally, representing middle market private capital investors, intermediaries and the middle market deal community. In 2017 he was given ACG’s Lifetime Achievement Award at the organization’s Intergrowth 2017 conference in Las Vegas, recognizing his dedication to ACG and the middle market community in the U.S. and around the world.

Previously, Doug was Chairman and CEO of Tatum LLC, which grew into a highly respected national professional services firm with 30 offices and over 1000 professionals and employees. The company was sold to Spherion in 2010.
Doug is the Managing Director of TIP Seed Fund LLC, a newly formed seed stage VC fund with investments and investment rights in a diversified portfolio of companies with unique and proprietary products in the consumer, high-tech, and nutraceutical to pharmaceutical marketplaces.

Doug is the author of No Man’s Land: Where Growing Companies Fail, a leading text about growth companies that has been translated into several languages and has won four National Best Business book awards. His insights about the economy and business have been cited in hundreds of media outlets including Inc. Magazine, The Financial Times, and The New York Times online.

Ron Temple

Ron Temple

Managing Director, Co-Head of Multi-Asset and Head of US Equity, Lazard Asset Management

State of the Middle Market

Wednesday, April 22 | 9:00 AM – 9:50 AM

Ronald Temple is a Managing Director and Co-Head of Multi-Asset and Head of US Equity. In this role, Ron is responsible for overseeing the firm’s multi-asset and US equity strategies as well as several global equity strategies. He is also a Portfolio Manager/Analyst on various US and global equity teams. He joined Lazard in 2001 with ten years of global experience including fixed-income derivative trading, risk management, corporate finance and corporate strategy in roles at Deutsche Bank AG, Bank of America NT & SA and Fleet Financial Group in London, New York, Singapore, San Francisco, and Boston. Ron has an MPP from Harvard University and graduated magna cum laude with a BA in Economics & Public Policy from Duke University. He is a member of the Council on Foreign Relations, the Economic Club of New York, Duke University’s Graduate School Board of Visitors and the New York Society of Security Analysts (NYSSA). He also served as a trustee of the Link Community School in Newark, New Jersey, from 2006-2014, as a member of the Trinity Board of Visitors at Duke University from 2006-2012 and a member of the Financial Accounting Standards Advisory Council from 2013 to 2015.

Marcia Nelson

Marcia Nelson

Managing Director, Alberleen Family Office Solutions

FAMILY OFFICE SUMMIT: Working Effectively with Private Equity and Independent Sponsors

Wednesday, April 22 | 1:00 p.m. – 2:00 p.m.

Marcia Nelson is a Managing Director at Alberleen Family Office Solutions, an independent investment advisory firm backed by family office investors that works almost exclusively with other global family office investors to source, structure and co-invest in proprietary financing opportunities across the capital stack. Alberleen focuses primarily on investments in healthcare, technology, energy/climate, consumer products/emerging brands and real estate (workforce housing). Marcia formerly worked for two other family offices: an ultra-high-net-worth philanthropic family as well as a sports and entertainment family office. Over the last 20 years, she have developed a strong network of family offices and advisers who are increasingly seeking access to quality direct deal flow from trusted, experienced partners.

Marcia is also on the advisory board of a Utah-based family office, and is currently serving the Executive VP of the Board of ACG-NY where she is also on the Family Office Committee. She is also on the board of VentureCapital.org, a non-profit early-stage start up accelerator. Ms. Nelson was named one of the 2020 Most Influential Women in Mid-Market M&A by Mergers & Acquisitions magazine.

Steve Baker

Steve Baker

President, VSP Ventures

STRATEGIC ACQUIRER SUMMIT: Case Studies of Challenging Deals
Wednesday, April 22 | 1:00 P.M. – 2:00 P.M.

As president of  VSP Ventures, Steve Baker leads the division of VSP Global offering optometrists a care-focused and doctor-governed alternative to private equity. Founded in 2019, VSP Ventures is focused on the long-term success of the practice by offering a range of customized transition models so doctors can continue to provide full-scope, personalized care to their patients.

Prior to leading VSP Ventures, Baker served as president of VSP Global’s Eyefinity, the eye care industry’s leading practice management and electronic health records company. Baker was responsible for day-to-day operations of the organization, including business growth, strategic planning, and product development.

Before joining VSP, Steve also managed a team of technology experts within GTECH Corporation, a global high-tech firm, commanding a 70% market share in its industry. His responsibilities included defining and overseeing the development of cutting-edge products

Steve holds a bachelor of science in computer science from California State University, Northridge, with a concentration in systems design and mathematics. He enjoys most anything outdoors and is an avid cycling fan.

 

Scott Linch

Scott Linch

Managing Partner, DHG

The Case For Consolidation: Successfully Executing Buy-And-Build Strategies And Add-Ons

Tuesday, April 21, 2020 | 1:00 P.M. – 2:00 P.M.

Scott leads a dedicated group of professionals across multiple service lines to provide private equity investors and their portfolio companies a full array of services to meet their demanding needs in a challenging market. With more than 20 years of experience, Scott assists the firm in navigating complicated transactions for corporate buyers and private equity groups with a focus on middle market transactions.

Prior to joining DHG, Scott worked in transaction advisory services at Big Four firms in Charlotte and Chicago. He has dedicated much of his career to conducting buy-side and sell-side due diligence services for clients in a variety of industries with transaction sizes ranging from $2 million to more than $9 billion.

Cam Dyer

Cam Dyer

Managing Director and Co-Head of the Global Technology, Media and Telecommunications Group, Carlyle Group

The Case For Consolidation: Successfully Executing Buy-And-Build Strategies And Add-Ons

Tuesday, April 21, 2020 | 1:00 P.M. – 2:00 P.M.

Cam R. Dyer is a Managing Director and the Co-Head of the Global Technology, Media and Telecommunications group. Mr. Dyer focuses on buyout and growth equity investments in larger companies, including software, tech services, financial technology and payments, communications infrastructure and related supply chain businesses.

Since joining Carlyle in 2002, Mr. Dyer has been actively involved with the firm’s investments in CommScope, Inc., Firth Rixson, Ltd. (acquired by Oak Hill), Open Link Financial, Inc. (acquired by H&F), Open Solutions, Inc. (acquired by Fiserv), SS&C Technologies, Inc., Sippican, Inc. (acquired by Lockheed Martin), and most recently Dealogic, Veritas Technologies, ION, ProKarma and Workforce Logiq.

Prior to joining Carlyle out of business school, Mr. Dyer was an Associate with the private equity firm William Blair Capital Partners (now Chicago Growth Partners). Mr. Dyer’s prior work experience also includes serving as an investment banking Analyst in the M&A Group of Bowles Hollowell Conner & Co. and as a summer Associate during business school with Bain & Co.’s Private Equity Group.

Mr. Dyer received a BS magna cum laude from Washington and Lee University and earned an MBA with high distinction from Harvard Business School where he was a Baker Scholar.

Mr. Dyer is currently a member of the boards of Dealogic Holdings plc, ION, ProKarma, Veritas Technologies and Workforce Logiq.

Colette Taylor

Colette Taylor

Founding Partner, PL Advisors

PRIVATE EQUITY PARTNER EXECUTIVE SESSION: Positioning Your Firm for a Minority Sale
Wednesday, April 22 | 9:00 – 9:40 a.m.

Colette Taylor is a founding partner of PL Advisors, a leading independent M&A advisory firm dedicated to the asset management sector. She has lead dozens of strategic transactions, including several GP stakes purchases. Her recent minority stakes transactions involving private capital managers included Atalayas Capital’s transaction with DYAL and Victory Park Capital’s transaction with Pacific Current Group. She has also represented asset and wealth management firms in full strategic sale transactions, including Wasmer Schroeder on its sale to Schwab and Edelman on its sale to Sanders Morris Harris Group.

Prior to the formation of PL Advisors, Colette was a partner and member of the executive board of Grail Partners, a boutique merchant bank serving the financial services industry. She was also a Managing Director of Putnam Lovell NBF’s merchant banking team where she was responsible for private equity investments in asset management and financial services. She held board positions on a number of portfolio companies and was responsible for originating and managing investments. Colette started her investment banking career in New York with Freeman & Co before joining her client, Putnam Lovell. Colette earned a BS in Finance and International Business from the Stern School of Business at NYU.

Chris Willis

Chris Willis

Director, Industrial Opportunity Partners

BREAKOUT SESSION: After the Close: Hands-on Approaches to Portfolio Company Value Creation
Monday, April 20 | 3:30 – 4:20 P.M.

Chris is a director with Industrial Opportunity Partners (IOP) where is responsible for deal sourcing and execution as well as managing portfolio investments. He has served on the board of several portfolio companies and is active in helping IOP’s portfolio company management teams develop and execute strategies for growth, cost-improvement and operational efficiency. Chris has spent the majority of his career working with middle-market manufacturing and distribution businesses. Before joining IOP, Chris was with another middle-market private equity firm that focused on investing in and operating manufacturing businesses. He also has experience in investment banking and transaction advisory services.

Brad Wallace

Brad Wallace

Partner and Co-Founder, LKCM Headwater Investments

BREAKOUT SESSION: After the Close: Hands-on Approaches to Portfolio Company Value Creation
Monday, April 20 | 3:30 – 4:20 P.M.

Brad is a partner and co-founder of LKCM Headwater Investments, where he is responsible for all aspects of the investment process, including sourcing and analyzing new investment opportunities, leading seller and lender negotiations, and overseeing the implementation of post-transaction operational initiatives. He currently serves on the boards of Alliance Consumer Group, GemSeal and Gexpro Services and has served on the board of several other private companies, including BearCom, Ascentium Capital, Golden State Medical Supply, O2Cool, Relevant Solutions and Jardine Foods. Brad initially joined the firm as a CFO of a portfolio company where he led the restructuring of a $200 million retail business. Prior to joining LKCM, Brad served as Principal and Portfolio Manager for KBK Capital, where he served on the investment committee and was responsible for senior debt, mezzanine and private equity transactions and served as an interim CEO for a portfolio company.

Michael Kornman

Michael Kornman

Managing Partner, NCK Capital, LLC

BREAKOUT SESSION: After the Close: Hands-on Approaches to Portfolio Company Value Creation
Monday, April 20 | 3:30 – 4:20 P.M.

Michael is the co-founder and managing partner of NCK Capital, a private equity firm in Dallas, Texas. Since co-founding NCK with his business partner Grant Kornman, Michael has sponsored transactions in a variety of industries, including environmental sciences, facilities services and post-secondary, for-profit education. He is a board member of various portfolio companies, including The Ogle School, Graybill Processing, Citywide Building Services, Tricoci University of Beauty Culture and Quickfire Restaurants. Over the course of his entrepreneurial and investment career, Michael has founded, built and run several lower-middle market companies, including Quickfire Restaurants, MoneyToGo, HelpMeToBuy and ASAP Air Services.

Cary Mailandt

Cary Mailandt

Partner, Baker Tilly

BREAKOUT SESSION: After the Close: Hands-on Approaches to Portfolio Company Value Creation
Monday, April 20 | 3:30 – 4:20 P.M.

Cary is a partner and practice leader for Baker Tilly’s middle market advisory group based in Dallas, Texas, where the team and he bring to market a number of service offerings. These offerings include transaction advisory, strategy consulting, valuation services, CFO advisory and fund administration services. Cary’s personal skillsets include strategy consulting services, helping both operating companies and private equity firms with revenue growth and profit enhancement strategies, both pre- and post-transaction. He has worked across a number of industries, including manufacturing, technology, healthcare, distribution, retail and hospitality. Prior to joining the firm, Cary was vice president of strategy and business development for a roll-up of private equity-backed manufacturing and distribution businesses. Before that, he was a consulting engagement manager at Boston Consulting Group, working with clients across a broad range of industries and functions. Prior to Boston Consulting Group, he was with Texas Instruments in a number of engineering, product marketing and sales/distribution management roles. Cary has a B.S. in electrical engineering from Georgia Institute of Technology and an MBA from Harvard Business School.

François de Visscher

François de Visscher

Co-Founder, Executive Chairman & Senior Managing Director, Family Office Direct Investment Services

FAMILY OFFICE SUMMIT: Outsourcing for Family Offices: How to choose quality outsource partners

Wednesday, April 22 | 10:10 – 11:00 a.m.

François M. de Visscher, a native of Belgium, has been an active financial and governance advisor to business owning families for over 30 years, mostly in the United States, Canada, Europe, the Middle East and Latin America. In 1990, he founded de Visscher & Co., one of the world’s leading independent financial consulting firms for family and closely-held companies. Prior to opening his own firm, he was a partner at Smith Barney, where he founded and ran Wall Street’s first Family Business Group. Experiencing the growing desire of Single Family Offices for direct co-investments with other families, de Visscher & Co. developed in 2010 “Family Capital Partners” as a network of Single Family Offices to make direct co-investments with other families. (“Families Investing in Families®”.)

Mr. de Visscher is a former director, active owner and family office vice-chairman of his family’s fifth generation global enterprise, N.V. Bekaert S.A, headquartered in Belgium.

Mr. de Visscher is Honorary Consul of Belgium in the United States and serves as Chairman of The Society of Friends of Belgium in America.

Jordan Murray

Jordan Murray

Partner, Kirkland & Ellis LLP

PRIVATE EQUITY PARTNER EXECUTIVE SESSION: Positioning Your Firm for a Minority Sale
Wednesday, April 22 | 9:00 – 9:40 a.m.

Jordan Murray, a partner in Kirkland’s Investment Funds Practice Group, is widely recognized as one of the world’s leading investment funds lawyers and is co-head of Kirkland’s industry-leading Strategic GP Solutions practice. His multi-dimensional and mature practice focuses on advising sponsors in every aspect of the private equity and asset management fund space.

Jordan is well known as a leader in advising premier private investment firms on complex strategic minority and preferred equity investments. In the past 18 months alone, he has led the representations of firms selling interests to each of the prominent buyers in this rapidly evolving market, including Francisco Partners, GI Partners and Marlin Equity (Blackstone); AE Industrial Partners and MSouth (Bonaccord); Carnelian Energy Capital, Golub Capital and I Squared (Dyal); Francisco Partners (Goldman); Siris Capital (Landmark); and AEI and Siris (Wafra); as well as a number of other clients on closed (unannounced) and active transactions.

In his fund formation practice, Jordan has led the representations of sponsors offering open- and closed-ended private securities covering a wide spectrum of sectors, geographies and strategies, such as buyout, credit, real estate, growth equity and hedge, raising more than $100 billion for funds and separate accounts. He also regularly counsels leading private equity sponsors in connection with establishing, documenting and implementing internal firm restructurings and succession planning arrangements.

Jordan is recognized annually as a leading lawyer by Chambers USAChambers GlobalThe Legal 500 U.S.IFLR 1000 and Who’s Who Legal. He was a member of the 2018 class of the David Rockefeller Fellows Program, a highly selective New York City leadership program established by the Partnership for New York City as a tribute to the civic contributions and leadership of the Partnership’s founding chairman, David Rockefeller.

Michael Lonergan

Michael Lonergan

Managing Partner, Georgia Oak Partners

FAMILY OFFICE SUMMIT: Working Effectively with Private Equity and Independent Sponsors

Wednesday, April 22 | 1:00 p.m. – 2:00 p.m.

Michael Lonergan is the Managing Partner of Georgia Oak Partners, an Atlanta-based firm focused on private equity investments in Georgia’s founder and family-owned companies. Michael works with Georgia Oak’s partner companies to grow revenue, while also evaluating new investment opportunities.

Michael has previously held positions at Strategic Value Partners and Sun Capital Partners. He received a B.B.A., cum laude, in Finance and Management from the Terry College of Business at The University of Georgia.

Doug Cullen

Doug Cullen

Chief Marketing Officer, Head of Corporate Strategy, Merrill Corporation 

STRATEGIC ACQUIRER SUMMIT: Due Diligence Best Practices
Wednesday, April 22 | 9:00 – 10:00 a.m.

Doug Cullen is Chief Marketing Officer and Head of Corporate Strategy of Merrill Corporation, a position he has held since 2018.
In this role, he is responsible for overseeing the strategic planning, development and execution of Merrill Corporation’s marketing and advertising initiatives, market research, pricing, product marketing, marketing communications, advertising and public relations and Inside Sales in support of Merrill’s sales objectives.

Doug joined Merrill Corporation in August 2015 as Global Head of DataSite, the company’s SaaS platform for M&A professionals, which powers secure, intelligent due diligence and enterprise collaboration for thousands of deals in more than 170 countries.

Prior to joining Merrill Corporation, Doug held numerous sales and marketing leadership roles at several high growth technology companies, including Ceros, Inc., a New York-based provider of a cloud-based content marketing solution, New York-based Stylesight Inc., and IntraLinks, a SaaS provider of secure, compliant and auditable content management and mobility solutions.
Doug holds a BA in Biology and Society from Cornell University.

Kurt Harvey

Kurt Harvey

Founder and President, H4V Enterprises

STRATEGIC ACQUIRER SUMMIT: Valuing Synergies and Dis-synergies
Wednesday, April 22 | 10:10 – 11:00 a.m.

Kurt Harvey has more than 22 years experience in positioning businesses for sustainable growth and significant value creation, while building an effective high integrity culture. Kurt led unprecedented growth at Great Expressions Dental Centers (a premier dental service organization) for 11 years which positions him as one of a few professionals able to accomplish such a feat for one dental group.

  • Successfully transitioned a family / founder environment from single digit EBITDA through three separate Private Equity events, creating hundreds of millions in enterprise value.
  • Achieved over 500% revenue growth, primarily through the acquisition and successful integration of over 220 practices via nearly 50 transactions ranging from dozens of single site to several multi-site location groups in 10 states.
  • Built trusting relationships with hundreds of entrepreneurs ensuring cultural alignment and successful transitions contributing to same store revenue growth for 10 years during tenure.
  • Prior, he was a director of transaction services at KPMG, where he provided M&A advisory on small to mid-market transactions across multiple industries and borders.
  • Harvey graduated Magna Cum Laude with a Bachelor’s Degree from Albion College in Economics and Management.
Brian Hamilton

Brian Hamilton

Brian Hamilton, Managing Director, Business Development, Blue Sky Vision

STRATEGIC ACQUIRER SUMMIT: Valuing Synergies and Dis-synergies
Wednesday, April 22 | 10:10 – 11:00 a.m.

Over 15 years of professional business experience, Brian has worked for privately-held and Fortune 500 companies alike in both corporate development and strategic advisory positions. Since receiving his MBA, Brian has set up a Family Office (SFO) for a Michigan-based family, and consulted numerous middle-market companies through transition planning, divestitures, and acquisitions.  Brian is currently Managing Director, Business Development for a PE-backed Eye Care Services company in the Midwest, Blue Sky Vision (“BSV”). BSV partners with industry leading eye care providers, surrounds them with knowledgeable staff and premium technology to deliver unsurpassed patient experience.

John Dvor

John Dvor

Managing Director, Miraki Innovation

FAMILY OFFICE SUMMIT: Best Practices for Assembling an ACG Family Office Committee in Your City

Wednesday, April 22 | 2:00 p.m. – 3:00 p.m.

John Dvor is an investment professional and operating executive with a focus on life-saving innovation. Mr. Dvor serves as Managing Director at Miraki Innovation; the Miraki Method is a unique and efficient approach to medtech investing that has led to the successful exits of breakthrough technologies, including Auris Health, acquired in 2019 by Johnson & Johnson for $5.75B.

Mr. Dvor has 20+ years of executive leadership experience in VC/PE investing at global family offices, corporations and NGOs. He was founder of the ACG Family Office Committee, Boston Chapter, and family office investor at Thumos Capital and Helge Capital. Prior to that, he was co-founder of Tufts Health Ventures, the corporate venture capital division of Tufts Health Plan, executing VC, PE and LP investments for a $5B payer. Under the leadership of CEO Jim Roosevelt, THP was recognized as the leading health plan in the United States by the NCQA.

Previously, he was co-founder and COO of ReMed Life Sciences, a regenerative medicine company spin-out of Aderans (OTC:ADRNF) based in Tokyo, Japan. He previously held executive roles at iRobot Corporation (NASDAQ:IRBT), Aga Khan Foundation, and Millhouse Capital. Mr. Dvor earned his Bachelor’s Degree from Harvard University, and started his career in the US Marine Corps at The White House, serving during the Clinton and Bush Administrations, and was awarded Presidential Service Badge #17996.

Michael Schwamm

Michael Schwamm

Partner, Duane Morris

FAMILY OFFICE SUMMIT: Best Practices for Assembling an ACG Family Office Committee in Your City

Wednesday, April 22 | 2:00 p.m. – 3:00 p.m.

Michael D. Schwamm represents public and private entities in all aspects of their business affairs. He practices in the areas of mergers and acquisitions, securities and technology law and provides general corporate counseling. Mr. Schwamm formerly was general counsel and chief operating officer of FiberCity Networks, Inc., a telecommunications service provider and uses his experience to provide his clients with proofed, business-centered advice.

Mr. Schwamm represents companies of all sizes, including startups and venture-backed companies, privately held family businesses and both large and small public companies in all aspects of their business affairs. He also provides services to venture capital and private equity funds, angel and other institutional investors. An increasing focus of his practice is assisting single family offices in structuring their direct business acquisitions; Mr. Schwamm co-leads the firm’s initiative in this area.

Mr. Schwamm has worked on a wide variety of transactions, including mergers, acquisitions, public offerings, private placements, joint ventures and licensing arrangements involving a number of industries, such as big data, business services, consumer/retail, technology including FinTech, entertainment, healthcare services, manufacturing, sports and telecommunication. He calls upon his partners across the country and around the world in other practice areas to ensure his clients receive seamless, efficient and effective service for all their legal needs.

Mr. Schwamm is a magna cum laude graduate of Georgetown University Law Center, where he was editor of the Journal of Law and Policy in International Business and a cum laude graduate of the University of Pennsylvania.