Young Professionals Presents > Closing During COVID: Unmasked

Event Details

When:

August 25, 2020 2 PM - 3 PM CDT

Where:

Location Address

United States

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Overview

Body

Wondering how the M&A market is adjusting during these unprecedented times? Join us, as our distinguished panel discusses changes in the process and what adjustments were made in order to get the deal across the finish line.

ACG Houston Young Professionals mission is to bridge the gap between young professionals and the greater ACG Houston membership to encourage networking, mentorship and middle market growth. Our goal is to encourage young professionals to get involved with ACG and to provide our future leadership with the resources needed for professional growth and development. To learn more, click here to reach out to our YP committee today!

Speakers

Eric Weiner

Blue Sage Capital

Partner

Eric joined Blue Sage in 2013. Previously, he worked as an Associate at Berkshire Partners, a middle-market private equity firm with $11 billion under management, specializing in investments primarily in consumer, retail, business services and industrial companies.

Prior to Berkshire, he worked as a Senior Associate Consultant at Bain & Company in the Dallas and Melbourne offices.

Eric is actively involved with the University of Texas, guest lecturing for the Financial Analyst Program, participating in the Forty Acres Society, and serving as a mentor for the Business Honors Program.

Eric graduated from The University of Texas with a BBA degree in Finance from the Business Honors Program and a BA in Government, both with Highest Honors. He earned his MBA from the Stanford Graduate School of Business, where he was an Arjay Miller Scholar.

Erik Konicki

Director

Statesman Business Advisors

Erik Konicki joined Statesman as a Director in 2016 and has over 25 years of public and private company experience in middle market investment, financial consulting, and operations. He has been involved in company transactions in such diverse industries as construction materials and services, oil and gas, technology, healthcare services and equipment, non-durables – food, financial services, and utilities industries.

Prior to joining Statesman Business Advisors, LLC Erik lead B&V Capital Advisors and the Forensic, Valuation and Litigation Support practice at Briggs & Veselka, Co. Previously, he has served in a variety of roles including, M&A advisor, valuation expert, owner of an investment research firm, interim CFO, transaction advisory, wealth manager, investor, risk management adjunct professor, and a fraud examiner.

Erik currently serves on the Boards of the Secured Financial Network (SFNet) – Houston as Chairman and the St. Pius X Foundation Board as a Trustee. Previously he has served on the Boards of the Mass Spec Resources International, Royalist Independent Equity Research LTD., the University of Houston Bauer College of Business, the University of St. Thomas Cameron School of Business, and been involved with numerous professional and community associations such as the CFA Institute, Houston Livestock Show & Rodeo, and Sight into Sound. Erik is married with two daughters and active as a cheer dad and in girls lacrosse.

Erik is registered with FINRA and has completed the Series 79 and 63.

Jeremy Newsom

Platform Partners

Executive Vice President

Jeremy Newsom, Executive Vice President, joined the company in 2017. Jeremy serves on the Board of Directors of Alliance Payroll Services and Process Service Specialists. Prior to Platform, he was an Executive Vice President with Amegy Bank, where he worked since 2000. At Amegy, he managed the Corporate Banking division with a focus on publicly traded, middle market, and private equity sponsored companies. He received his BBA in finance from Texas A&M University and his MBA from Rice University. He has also received the Chartered Financial Analyst (CFA) designation. A native Houstonian, Jeremy serves the community through organizations including Grace Bible Church and Campus Outreach Houston. Jeremy enjoys spending time with his wife, Crystal, and their three young children.

Chin Yu

Calvetti Ferguson

Advisory Partner

Chin is the Partner in charge of the firm’s Advisory Services, providing advisory services in the areas of Valuation, M&A, Fraud and Forensic Accounting, Litigation Consulting, Internal Controls/SOX, and Corporate Restructuring.
With over 20 years of experience as a CFO, Vice President of Finance, Treasurer, and Assistant Corporate Secretary for a publicly traded oilfield service company and an engineering/staffing services firm.
Having successfully executed and integrated the acquisition of several companies, Chin has direct first-hand experience for the financial management and analysis of privately owned and public organizations in various industries including manufacturing & distribution, oil & gas exploration, oilfield services, financial services, professional services, healthcare and technology.

Certifications

Certified Valuation Analyst
Certified Fraud Examiner

Education

Master of Business Administration in Finance from the University of St. Thomas
Bachelor of Science degree in Political Science and Economics from the University of Houston

Hosted by: ACG

Chapter

Houston