ACG University 2013 Co-Chairs:

Steven Higgins, Managing Director, Janney Capital Markets

David Stienes, Partner, LLR Partners


ACG University 2013 Steering Committee:
Neil Haimm, Partner, Drinker Biddle
Scott Heery, KPMG
Richard Jaffe, Partner, Duane Morris
Kenneth Jones, Boathouse Capital
Daniel Krane, Drinker Biddle
Lori Lasher, Partner, Reed Smith
Barry Smith, The Pine Hill Group
Eric Steager, Director of Business Development, Independence Blue Cross
David Strauss, Partner, Ernst & Young
Adam VeVerka, Director of Business Development, NewSpring Capital

ACGU Alumni come from top M&A firms through out the region including:

Private Equity:
Argosy Private Equity
Eureka Growth Capital
Graham Partners
Inverness Graham
Larsen MacColl Partners
LLR Partners
Milestone Partners
NewSpring Capital
Versa Capital Management

Mezzanine Funds/Lenders:
Boathouse Capital
CMS Mezzanine
Fox Chase Bank
LBC Credit Partners
Merion Partners
Susquehanna Bank
TD Bank

Investment Bankers:
Boenning & Scattergood
CMF Associates
Fairmount Partners
Falcon Capital
Harris Williams
Janney Capital Markets
Mufson Howe Hunter
Phoenix Capital Resources
Stifel Nicolaus Investment Banking

Corporate Acquirers:
AMETEK
Brother Int'l
Cardone Industries
CH Briggs
GXS
Stroll
Tyco
Teleflex

Accounting Firms:
Asher & Co.
Ernst & Young
Fesnak & Associates
Grant Thornton
KPMG
McGladrey
PwC

Law Firms:
Drinker Biddle
Duane Morris
Pepper Hamilton
Morgan Lewis
Reed Smith

ACG University Classes

Designed as an exclusive and in-depth deal educational and networking program, ACG University 2013 will enroll approximately 30 up and coming M&A deal makers who possess an average of 2 – 4 years of deal experience in this serial education program which is designed to:

• Teach a broad range of essential deal making skills and strategies through lecture and hands-on case work to create savvy, knowledgeable and skilled dealmakers.
  
• Create cohorts which will facilitate long-term relationship/network building among future M&A leaders within the deal community. Each class will be composed of a balanced number of private equity and corporate buyers, investment bankers, attorneys, accountants and lenders.
  
• Offer access to all the resources of ACG and the broader deal community in Philadelphia through membership (included). Graduates will also be invited to become part of the ACG Young DealMakers Group.
  
  

Objectives: Please see:

i.    "About ACG University and Course Work"  in the center of this webpage.

ii.    The Curriculum breaks down the objectives by class session :

Prerequisites, Experience,  Level of Difficulty:

i.    2-4 years of experience in private equity, corporate development, investment banking, law, accounting or
lending are required.  

ii.    Intermediate Level of Difficulty: It is assumed that such junior level candidates will have the relevant education and job training to have mastered the deal-making basics required to successfully participate in the intermediate difficultly level classes of the program and the analytical skills necessary for group presentations and individual class participation.  

iii.    Applicants must also demonstrate the commitment necessary to successfully complete the program.  

iv.    Participants are chosen from a pool of up to 30 applicants based on the overall composition and quality
of the pool.  

v.    Applicants must be sponsored by an ACG member.

Content:

i.    Essential Deal-Making Skills and Strategies

ii.    In accordance with statute 11.63, subject matter will include accounting and auditing, professional skills
development as well as specialized knowledge and applications.

Advanced Preparation: 

Each class will require pre-reading and preparation for group presentations of case studies.

Teaching Method:

The course will be taught by experts using lecture, case study analysis and participants will give group presentations. Instructors are experts from the local M&A deal-making community qualified by relevant work experience and academic credentials.

Continuing Education Credits:

28 PA CPE or CLE credits will be awarded by instructors to participants who successfully complete all seven 4 hour classes.

Reviewed and Updated:

Last reviewed Winter/Spring of 2013.  This CPE program has been reviewed to ensure that its activities, materials and delivery systems are current, technically accurate and effectively designed by program designers prior to the event.  The program sponsor reviews the course materials annually to ensure that they are accurate and consistent with currently accepted standards relating to the program’s subject matter.