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November ACGSD Program: Recent Transactions – The Deals Behind Advisor of the Year
New Venue: Lomas Santa Fe Country Club
Dr. Alan Creutz of mergePoint Solutions advised Endectra, an early-stage company working to commercialize a new radiation detection technology for the "Internet of Things." Dr. Creutz helped Endectra obtain an NSF grant, refine its capital structure, growth plans, and exit strategy. Dr. Creutz’ s involvement resulted in the release of state matching funds, enhanced investor interest, and an increase likelihood of success with larger NSF grants.
Paul M. Polito, CPA was recognized with an AOTY award for Sell-Side CPA Support in connection with the sale of Oceanscience to Teledyne Technologies (NYSE: TDY). In just two years, Paul played a significant and critical role in bringing Oceanscience from having no CPA-prepared reports other than tax returns to having financial reviews that covered a four-year span with full disclosures in accordance with GAAP. Paul's work confirmed and highlighted the excellence of Oceanscience and its high margins. In the process he identified and resolved two issues that would have presented significant downward pressure on the price during due diligence.
Joel Reed, Managing Principal of RA Capital Advisors will discuss a recent transaction for which he received an AOTY Award.
PANELISTS:
Alan Creutz, Executive Partner – mergePoint Solutions
Joel Reed, Managing Principal – RA Capital Advisors
Paul M. Polito, Managing Partner – Polito Eppich CPAs
Robert Copeland, Partner - Sheppard Mullin - Moderator
Alan Creutz, Executive Partner
Following service as a Nuclear Reactors Officer in the US Navy, Dr. Alan Creutz earned his PHD at the University of Michigan and went into the then-emerging field of enterprise software. Among his accomplishments, he led the creation of an application suite aimed at energy and utility firms and grew it to a major business unit within a 100M international software company. Following the acquisition of that company, Creutz turned his focus to early stage companies in San Diego, serving as a mentor with the Chairman's RoundTable, as an angel investor in over a dozen companies, as a senior executive with several companies that were subsequently acquired, and as a Program Advisor and Commercialization Mentor with LARTA advising 25-plus recipients of grants from the National Science Foundation, Department of Agriculture, and the National Institutes of Health. As a principal in Milestone Strategies, he provides business development and commercialization consulting to US, UK and European companies with dual-use technologies in energy, software, security, and life sciences who are seeking US government funding.
Joel Reed, Managing Principal, RA Capital Advisors
Joel Reed is a principal of RA Capital Advisors. Mr. Reed previously was a founding member of Relational Group, an investment management and financial advisory firm, which was a predecessor of RA Capital Advisors. Mr. Reed was also a founding member of Titan Investment Partners, a venture capital fund that invests in software and software enabled service firms. With many years of operating experience and an extensive background advising public and private company boards of directors on a wide range of corporate issues, Mr. Reed offers knowledgeable counsel to RA Capital Advisors’ clients and partners.
Examples of Mr. Reed’s many assignments involving mergers & acquisitions, financings, restructurings & crisis situations and complex shareholder matters, are the merger of Titan Corporation with L-3 Communications and acting as financial advisor to the post-bankruptcy Enron. Prior to joining Relational Group in 1994, Mr. Reed served as president and CEO of Wagner & Brown, Ltd., a privately owned group of energy, real estate, manufacturing, agribusiness and investment services businesses based in Midland, Texas. Among his chief accomplishments during his tenure at Wagner & Brown were the formation of an in-house investment banking group and numerous investments and acquisitions. From 1981 to 1984, Mr. Reed was a member of the founding group of Ensource, Inc., a New York Stock Exchange-listed company, where he served as controller and CFO. Prior to 1981, he was a manager with Deloitte, Haskins & Sells.
Paul M. Polito, CPA, Managing Partner, Polito Eppich Associates, CPAs
Paul is the founder and managing partner of Polito Eppich Associates, CPAs; a team of twelve professionals providing accounting, attest, tax and advisory services to closely held businesses to 250 million in annual revenue. The firm also serves business owners and high net worth individuals providing estate planning, tax planning, tax compliance, strategic planning and a variety of business and consulting services.
Mr. Polito is author and co-author of numerous articles on business management and succession planning. Currently Mr. Polito serves as a board member and audit committee chairman of a private university and several other not-for-profit, educational and charitable organizations.
Bob Copeland, Partner, Sheppard Mullin
Bob Copeland is a partner in the Corporate Practice Group in the firm’s Del Mar Heights office and is the Co-Chair of the firm's Family Owned and Closely-Held Businesses team. Bob practices in the area of corporate law with an emphasis on corporate finance, securities, real estate and mergers and acquisitions. He also is ready and able to assist business owners seeking a liquidity solution in locating financing and acquisition sources. Bob has served as an expert witness in several litigations involving complex business, partnership and tax disputes. Bob also holds a certificate from the National Conflict Resolution Center in advanced mediation and is available to mediate complex pre-litigation and litigated matters.
SPONSORS:
Sheppard Mullin
Sheppard Mullin
Rady School of Management
REGISTRATION OPEN NOW
EARLY Registration (to November 14)
ACG Annual Sponsors & Members with Breakfast Meetings Included : 0
ACG Members Pay as You Attend & Other Chapters: 65
Non-Members & Guests: 85
LATE/Onsite Registration (after November 14) Save 10 if you register by November 14!!
ACG Annual Sponsors & Members with Breakfast Meetings Included : 0
ACG Members Pay as You Attend & Other Chapters: 75
Non-Members & Guests: 95
ACG Members Pay as You Attend & Other Chapters: 75
Non-Members & Guests: 95
Questions: Contact Executive Director Judy Susser-Travis, CMP, CMM
at acgsandiego@acg.org or call 619-741-7247 for assistance.
Hosted by: ACG
Chapter
San Diego