Association for Corporate Growth

Wednesday, May 27th, 2015
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June 9th in Santa Barbara

Special Inaugural
Santa Barbara Event


The Art of The Deal: An Evening With Legendary
Dealmaker Tom Hopkins


Join C-Level executives and members of ACG101 in Santa Barbra on June 9th for an exclusive evening with the Santa Barbara/South Coast region’s legendary dealmaker Tom Hopkins.

See details in the middle column, below.

W C G
The most recent meeting of Women in Corporate Growth was Wednesday, November 12th.

Our speakers were
Trixy Weiss, President and CEO of Genesis Auctions; Leslie King, CEO of King Nutronics Corporation; and Alison Bauerlein, Co-Founder, Executive Vice President and CFO of Inogen Inc.

Moderating the discussion was Valarie Wright, President of Val Wright Consulting and author of the forthcoming book, "Thoughtfully Ruthless -- The Key to Exponential Growth."

Women in Corporate Growth
is a small, invitation-only group of professional women along the 101 corridor who are focused on companies in the middle- to upper-middle market.
 
WCG meets quarterly to discuss topics related to corporate finance and transactions, share best practices, build relationships, and recognize local female business executives.


More ...
Annual Sponsors

 

Thanks to our
Annual Sponsors!




 

 




    

 

 
Pacific Coast Business Times
 


 



Union Bank


June 3rd Event Sponsors
We thank our
June 3rd Event Sponsors:

 









 


  
Association for Corporate Growth — 101 Corridor Chapter
Growth Capital Alternatives- June 3rd

Wednesday, June 3rd, 2015
7:00 a.m. — 9:00 a.m.
The Westlake Village Inn
31943 Agoura Road, Westlake Village CA 91361


Growth Capital Alternatives

Register   (Online registration closes June 2 at 4 p.m.)

With the economy demonstrating growth, companies are thinking about expansion. Where can those companies – especially in the lower middle market – find the capital they need to make that happen?


Come find out at the June 3rd meeting of ACG 101 at the Westlake Village Inn, where a panel of experts will explore the various types of growth capital a company can access, and the criteria that financing sources apply for senior and mezzanine debt, asset-based lending and private equity.


Panelists:

Randy Goeken, Senior Vice President, Marquette Business Credit, Inc.

Jan Hanssen, Vice President, US Bank

Jeri J. Harman, Managing Partner & CEO,
Avante Mezzanine Partners

Jeremy Holland
, Principal, Origination, The Riverside Company

Our moderator is David Bonrouhi, Managing Director, Calabasas Capital.

Randy Goeken has more than 30 years of experience in banking and finance, including asset-based, cash flow and mezzanine financing.

Marquette Business Credit provides Asset Based loans nationally to companies that do not qualify for traditional bank financing. Marquette is being acquired by UMB Financial Corporation; the transaction is expected to close by mid-2015.

Prior to joining Marquette Business Credit, Randy was with First Capital, HSBC Business Credit, Transamerica Business Credit, LaSalle National Bank and Glenfed Capital. He has a degree in Business Administration from Cal State Los Angeles.

Jan Hanssen joined US Bank in 2009 after working for more than 20 years in the financial industry in Los Angeles. His focus is on commercial loans from $5- to $50 million. He also works with clients on treasury management services, merchant card processing services, foreign exchange and other products and services.

Before joining US Bank, Jan was with Finova Capital, GE Capital and Guaranty Bank. He has structured and closed more than 150 transactions, ranging from $2 million to over $375 million. A native of Norway, he completed his undergraduate studies at CSU Hayward and earned an MBA from USC.


Jeri Harman has been involved in over $1 billion in aggregate transactions. At Avante, she oversees
debt and minority equity investments to finance buyouts,  minority recaps, acquisitions and growth.

Prior to founding Avante, Jeri started and led Los Angeles offices for two multi-billion-dollar publicly traded private equity and mezzanine investment funds.

Jeremy Holland manages new investment opportunities from the western region of the United States & Canada for The Riverside Company, a global private equity firm. He also is a member of the firm's franchising and branded consumer product specialization teams, and has completed numerous transaction in the software and business services sectors.


Since its founding in 1988, Riverside has invested in more than 380 transactions. Its portfolio includes more than 75 companies.

Jeremy has more than 15 years of private equity experience across a broad range of industries. Prior to joining Riverside he was with Vintage Fund Management, Wedbush Capital Partner and Buttonwood Capital Group. He is a graduate of CSU-Northridge with a degree in Finance.

David Bonrouhi is Managing Director of Calabasas Capital, a boutique investment banking firm providing financial advisory services to lower-middle-market privately-held companies, with particular expertise in consumer products and services, manufacturers and distributors of commercial products, and business services companies.

David has over 20 years of investment banking and private equity experience with such firms as Merrill Lynch and UnionBanCal Equities, including sell-side and buy-side M&A transactions, private equity transactions and private debt financings.


Advance registration online is $35 for ACG Members and $65 for non-members. Registration at the door, on a space-available basis, is an additional $15.

The Art of The Deal - June 9th in Santa Barbara
Tuesday, June 9th, 2015
5:30 p.m. — 7:30 p.m.
Union Bank Plaza (New Location!)
1021 Anacapa St., Santa Barbara CA 93101


The Art of The Deal: An Evening With Dealmaker Tom Hopkins

Register

NOTE -- Change of venue to Union Bank Plaza, 1021 Anacapa St.


Please join C-Level executives and members of ACG101 for an exclusive evening with Santa Barbara/South Coast dealmaker Tom Hopkins.

  

Tom and his team at Cooley LLP have completed many of the major M&A, private equity and public offering deals on the South Coast and elsewhere over the last 20 years.

 

We will be featuring the fine food and wines of Santa Barbara County.

 

Space is limited, so please respond quickly to let us know if you can join us.

Host Committee:

Tyler Dobson, Vice President, Wells Fargo Santa Barbara
Anthony Pena, Vice President Wells Fargo, and ACG 101 Board Member
Stephen MacIntosh, Financial Advisor, Crowell Weedon & Co., a division of D.A. Davidson & Co, member SIPC
Mark Goldstein, So Cal IP Law
Bret Anderson, Partner, Ferguson Case, and ACG 101 Board Member
Linda Lebrock, Publisher, Pacific Coast Business Times
John Lockhart, President, People Media Worldwide, Inc., and ACG 101 Board Member
Jill Ireland, Vice President, Brown & Brown Insurance
Ina McGuinness, Investor Relations, Resonant, Inc.
Jeff Tillman, Vice President, Crowe Horwath LLC, and President of ACG 101 Board

Advance Registration:  ACG Members $30; Non-Members $50.


ACG 101 JobSource!

ACG 101 Members:  Jumpstart Your Career or Candidate Search With JobSource!

ACG  101 Corridor Chapter is pleased to provide to its members ACG JobSource, an online resume and job posting service created to bring talent and opportunity together in the middle-market M&A and corporate growth community.  

ACG JobSource affords employers and recruiters access to highly qualified professionals with relevant work experience to fulfill staffing needs, and enables candidates to post resumes and manage their job search. 
Click to read more...

About ACG 101

ACG 101 is one of the fastest-growing chapters of The Association for Corporate Growth, the premier international organization for professionals involved in corporate growth, corporate development and mergers and acquisitions. ACG 101 serves corporate executives and professionals in the West Valley-Ventura County-Santa Barbara areas. 

Members of ACG are CEOs, CFOs and COOs of middle market or growing corporations, as well as members of the professional services companies that serve these corporations, such as private equity firms, investment bankers, lenders, attorneys and accountants. ACG has nearly 12,000 members representing 5,000 companies in 53 chapters throughout North America, Europe and in Mexico.

Postal Address
ACG 101 Corridor
3835-R E Thousand Oaks Blvd, #219
Westlake Village, CA  91362

For more information on ACG, click
here.

  
Board of Directors

Jeff Tillman
President
Crowe Horwath LLP
818.325.8416


Lynda Roth
President Emeritus
LJR Consulting Services
818.227.5025


Scott Galer
Secretary
Stubbs Alderton & Markiles
818.444.4513


Jim Chevalier
Treasurer

Moss Adams
818.577.1901


Ryan Bristol
Programs Co-Chair
J.P. Morgan Private Bank
310.860.7144

David Martin
Programs Co-Chair
Union Bank
818.316.3146


Nicole Carnation
Women in Corporate Growth
M&A Capital, LLC
818.707.8318

David Bonrouhi
Sponsorship Co-Chair
Calabasas Capital
818.657.6130


John Lockhart
Sponsorship Co-Chair
People Media Worldwide, Inc.
800.600.7111 x 224

Bret G. Anderson
Membership
Chair
Ferguson Case Orr Paterson LLP
805.659.6800 x 241


Elsa R. Burton
Membership
Committee
Women in Corporate Growth

CitiBank Commercial Bank
213
-239-1777

Marty McDermut

Corporate Executive Forum
Chair
Vitesse Semiconductor Corp.
805-914-2232

Anthony Peña
Sponsorship Committee
Wells Fargo Commercial Banking
805.278.7421

Justin Schneir, CLCS
Membership Committee

Arthur J. Gallagher & Co.
818
.449.0264

Jerome Vermeulen, CPA
Membership Committee

Gursey | Schneider LLP
310.552.0960


Maureen Whalten
Chapter Executive

ACG 101 Corridor Chapter
805.285.0756
Founding Sponsor

Thanks to our
Founding Sponsor:


Mark Your Calendar
Save The Date for these ACG 101 events:

June 3 – Source of Capital for Growing Companies.
Westlake Village Inn
June 9 – The Art of the Deal
The Foundry, Santa Barbara

Aug. 6 – Wine Social (evening)
Westlake Village Inn
Sept. 2 – The Apparel Industry
Westlake Village Inn

Oct. – Women in Corporate Growth Annual Luncheon
Location and date to be announced

Nov. 4 – The Restaurant Industry
Westlake Village Inn

Nov. 12 – Stars of the 101 Banquet: M&A Awards

Westlake Village Inn
Dec. – ACG 101 Holiday Party
Location and date to be announced

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