I am a director within the PwC Deals practice in Los Angeles and have been with PwC in both San Francisco and Los Angeles for almost 13 years. As a Director in the Deals practice, I have extensive experience in buy and sell-side acquisitions, carve-out transactions and cross border deals. I have worked across various sectors including retail & consumer, technology, energy, and industrial products, supporting both Corporate and Private Equity clients on deals ranging in value from less than$10m to greater than $1bn. My experience also comprises a broad range of transaction advice and support including i) post-merger support, ii) purchase agreement review and completion mechanisms, and iii) financial accounting assistance.
I graduated from Indiana University’s Kelley School of Business Honors Program with a BS in Business Administration with concentrations in Accounting and Finance. I am a CPA in California as well as a CFA charterholder. Previously, I have served as the treasurer for the Randall Museum Friends, a non-profit organization that supports the Randall Museum in San Francisco.
Vice President in the firm’s Transaction Opinions business unit of the Corporate Finance practice and is based in the Los Angeles office. He has ten years of experience in advising companies and their boards in the areas of corporate finance, valuation, and transaction fairness and solvency.
Linas specializes in the execution of transaction opinions and valuations, mergers & acquisitions, and recapitalization transactions. He has provided fairness and/or solvency opinions in a variety of public and private company transactions, including take-privates, leveraged buyouts, asset sales, reverse mergers, tender offers, related-party transactions, spin-offs, capital raises, recapitalizations, and ESOP transactions.
Prior to joining Duff & Phelps in 2014, Linas was a Senior Associate at a Los Angeles-based boutique valuation firm. Before that, he was a Financial Analyst with Houlihan Lokey’s financial advisory services practice.
Linas received his M.B.A. from UCLA Anderson School of Management where he graduated with an Excellence in Finance award. He also has a B.A. in Business Administration from Loyola Marymount University where he graduated cum laude and captained the tennis team. Linas is also a Registered Representative holding FINRA Series 79 and 63 licenses.
Lisa joined Caltius as a Senior Associate in 2017 and is responsible for originating, underwriting and managing junior capital investments across the U.S. Previously, Lisa was an Associate at Prudential Capital Group, responsible for originating, underwriting and managing private debt and equity investments in Europe, Australia and New Zealand. Lisa received a BBA from the University of Texas at Austin and holds the Chartered Financial Analyst® designation.
Tax Manager in SingerLewak’ s Woodland Hills office.
Carlos joined SingerLewak in 2006 and has 11 years of public accounting experience. While at SingerLewak he helped establish offices in both Woodland Hills and San Jose. Carlos has serviced clients in a wide variety of industries and has years of experience in Corporate, Partnership and high net worth individual taxation.
Industries & Focus
Corporations, Real Estate, Technology, Food Industry, Professional Services and Manufacturing.
Education & Affiliations
Carlos received his Bachelor of Science degree in Accountancy from California State University, Northridge. He has passed all parts of the Certified Public Accounting (CPA) test and is in the process of finalizing the remaining requirements needed to obtain his CPA license in the state of California.
Rob serves as an Associate Principal Consultant with McDermott & Bull Retained Executive Search, working with the firm’s clients in the Private Equity and Consumer Products Practice. Rob joined McDermott & Bull with seven years of sales and leadership experience working intimately with some of Southern California’s fastest growing businesses. In his current role, he works closely with his practice partner, Chris Bull, and their respective clients in engagement execution. Additionally, he is active in continually forging relationships within the executive search marketplace. Rob received his Bachelor’s Degree in History and Political Science from California Polytechnic State University, San Luis Obispo.
On a more personal note,Rob recently got married, has a furry child (terrier whippet mix named “Leo”), lives in Playa Vista, is an avid golfer, and overall loves outdoor activites. Originally from Michigan, he’s now been in Southern California for nearly 10 years and couldn’t be happier to call it home.
Mike is a senior associate in the corporate department of Loeb & Loeb LLP. He previously worked as in the M&A & Brazil practice groups at Davis Polk & Wardwell in New York, NY, and started his career in London, England in the corporate department of Sullivan & Cromwell. Mike received his law degree from Columbia Law School and his undergraduate degree from the University of Pennsylvania. Mike is originally from northern New Jersey.
I have been representing clients in the entertainment and tax space for almost a decade. My
experience includes mergers and acquisitions, film finance (equity and debt finance, and tax
credits), production legal for film projcts, and domestic and international taxation. I graduated
in the top 10% of my class at UCLA law.
Michael is a Director in the Transactions Services practice. Currently based in Los Angeles, he has been with the firm for 11 years and started his career within the Audit practice. During his time at the firm, he spent five years in the New York office where he served many of the firm’s largest private equity accounts. Michael is experienced working with many different types of investment strategies along with aiding clients throughout their entire investment holding period. He has performed services including buy- and sell-side financial due diligence; consulting for company divestitures; financial statement carve outs; restructuring of accounting departments; integrated audits and quarterly reviews of SEC clients; and audits of private and not-for-profit entities. He has experience working with over 75 different companies in various industries including technology, software, retail, food and beverage, professional services, manufacturing, and distribution. Michael received a Bachelor of Arts in Economics and Minor in Accounting from University of California, Irvine.
Konstantin is a Senior Associate at Deerpath Capital Management, LP, a leading provider of customized, cash flow-based senior debt financing to lower-middle market companies across various industries. He is a member of the Investment Team, responsible for originating, evaluating and executing new investment opportunities and for ongoing monitoring of portfolio companies for the Western region of the United States. Konstantin joined Deerpath in 2014 and has over seven years of industry experience. He previously worked in investment banking at KeyBanc Capital Markets as part of the M&A team and prior to that in public accounting with PricewaterhouseCoopers (PwC), where he was a member of the Entertainment, Media and Communications group. Konstantin is a graduate of the Fisher College of Business at The Ohio State University (B.S.B.A).
Andie joined Miracle Mile Advisors from the University of California, Los Angeles. As Associate, Andie works closely with both advisory team and with clients in constructing detailed investment and cash flow models, allocation recommendations, and customized evaluations.
Prior to joining Miracle Mile Advisors, Andie worked in the Business Development division of a Los Angeles based hospitality company where she was responsible for in-depth market analysis, capital opportunities and acquisition modeling.
Andie received her Bachelor’s degree in Global Studies and was heavily involved in the UCLA Business Society. She holds her Certified Financial Planner (CFP®) designation, the Financial Industry Regulatory Authority (FINRA) Series 65 securities license, and active life insurance license in California (CA #0K90590). She is involved in with local causes such as UCLA Young Alumni Development Council, Monday Night Mission and sits on the Junior Board of Big Brothers Big Sisters of Greater Los Angeles.
I began my insurance career very early on at my family's independent personal lines agency. I became a licensed broker while simultaneously attending college at Pepperdine University as a political science major and after studying abroad in Buenos Aires Argentina.
Within the past 8 years, I transitioned to a focus on commercial insurance products. This came as a result of my desire to challenge myself, work towards creating solutions to complex business issues, and from relatability to entrepreneurs based on my own family's business.
Building relationships and approaching business owners and decision makers from a consultative approach is what I find leads to the most mutually beneficial, long-term partnerships.
My clients are middle-market and growth-oriented companies from the Retail, Wholesale, Manufacturing, and Hospitality industries, among others. Typically my clients are facing challenges as they grow, expand, or pivot their business. They’ve often “outgrown” their existing relationship and are seeking true expertise in their industry alongside a smarter, more efficient way to manage risk and related costs.
My value comes from the ability to deliver resources and solutions to those challenges and through my extensive network of other business professionals whom I can bring to the table to address anything that does not relate to the insurance or risk management solutions I offer.
Kevin is a Senior Associate at FocalPoint Partners and has more than 6 years of middle market investment banking experience. He has advised clients across a range of industries on mergers and acquisitions, capital raises, and restructurings. Prior to joining FocalPoint in 2014, Kevin worked in the Basic Industries group at D.A. Davidson. He started his career as an analyst in the investment banking division at Boenning & Scattergood where he focused on sell-side advisory to companies in the industrial and financial services industries. Kevin earned a bachelor’s degree with honors from Villanova University and a Masters of Business Administration from the USC Marshall School of Business.
John is an associate at Goodwin Procter in the firm’s Business Law Department and a member of the Private Equity and Technology & Life Sciences Groups. He joined Goodwin in 2016. Prior to joining Goodwin, he was an associate in the Los Angeles office of K&L Gates LLP.
John has a J.D. from UCLA School of Law, 2015 and a B.A., Harvard College, 2011.
Michael represents public and private companies, private equity firms and hedge funds in connection with M&A, commercial finance and other corporate transactions. An active member of Thompson Coburn’s cannabis practice group, Michael also advises clients in various positions in the cannabis industry, including investors, real estate developers, and entrepreneurs. Michael Rosenblum received his B.B.A. from the University of a Michigan and his J.D. from NYU School of Law.
Deal professional with a focus on debt capital for middle market businesses across a variety of industries. I am currently a Vice President at Super G Capital and serve a variety of functions within the organization including originations, underwriting, deal execution, portfolio management and general operations. Super G has developed niche alternative lending products, specifically $500k-5mm subordinated term loans, for lower middle market businesses and we are a small team of entrepreneurs providing capital to other entrepreneurs.
Prior to Super G, I was a Senior Loan Administrator at First Republic Bank, facilitating the loan structuring and closing process between business development officers, underwriting, credit committee and legal to ensure timely funding for a variety of loan products. I began my career at US Capital Partners, an investment bank for lower middle market companies and was responsible for deal structuring, management, and execution as well as capital markets. US Capital provided me with an early education in debt capital markets and exposure to businesses across a variety of industries.
I graduated from the University of California Davis in 2011 with a B.S. in Managerial Economics, earned an Accounting Certificate from UCLA Extension, and hold a California real estate broker license.
Joshua Siegel is a manager in Squar Milner’s merger and acquisition tax practice. Joshua joined Squar Milner after spending several years in PricewaterhouseCooper’s Los Angeles M&A tax practice. Joshua has experience advising clients in various transactional capacities: buy-side and sell-side tax due diligence, tax-free reorganizations, tax structuring, reviewing stock and asset purchase agreements, and general tax planning.
Joshua earned a J.D. (cum laude) and LL.M. (taxation) from the University of Miami School of Law, an MBA from Rochester Institute of Technology, and a B.S. in accounting from Florida State University. Joshua is a licensed Attorney and CPA in the state of California.
Kaitlin is a Relationship Manager at Comerica Bank. She has worked in Comerica’s San Francisco, Costa Mesa, and Los Angeles offices and completed Comerica’s Commercial Underwriting Program in May 2015. She is responsible for sourcing, underwriting, and managing Middle Market Senior Debt deals across Los Angeles. While Kaitlin works with companies in all industries, her underwriting experience is primarily in Private Equity, Manufacturing/Distribution, Logistics, and Aerospace & Defense.
Prior to joining the bank, she served as a Financial Analyst for Leadership One assisting in succession planning and budgeting for family businesses across Northern California.
Kaitlin holds Bachelors of Science degrees in Management and Economics from the University of California, Davis.
Aaron joined L&S Advisors, Inc. in 2017 as Managing Director. In his role, Aaron is responsible for focusing on relationship management and business development of high net worth families, family offices, foundations, and institutions.
Seeing his clients’ objectives from a global, macro-economic point of view, Aaron enjoys selecting investment vehicles based on a deep understanding of balancing certainty and risk to optimize growth and capital preservation.
Aaron began his career in financial services at Julius Baer & Co.'s Private Bank in 2002 and subsequently went on to work as a securities analyst at JMG Capital Management. Aaron later joined UBS as a Client Advisor, and prior to joining L&S, Aaron worked as a relationship and portfolio manager at a Los Angeles based Registered Investment Advisor.
Active in community service, Aaron holds leadership positions within the Jewish Federation and the United Way, among other non-profit organizations.
Aaron received his B.A. from University of Southern California and his M.B.A. from Marshall School of Business at University of Southern California.
Jason is a member of Houlihan Lokey’s Transaction Advisory Services practice. He focuses on providing due diligence and advisory services to both private equity and corporate clients.
Prior to joining Houlihan Lokey, Mr. Vierig was a Director in PricewaterhouseCoopers LLP’s Transaction Services practice assisting financial and strategic buyers, including a Fortune 500 tool manufacturer, in analyzing and evaluating the financial position, operational trends, margins, and forecasts of potential acquisition targets.
Mr. Vierig has led numerous teams providing due diligence services for financial and strategic clients in buyside, sellside, and carve-out M&A transactions. This includes advising on highly complex transactions, including cross-border transactions in Asia, Europe, and Central America. Mr. Vierig’s industry experience includes the areas of industrial products, engineered fasteners, power and handheld tools, electronic security, consumer and retail goods, and healthcare, among others.
Mr. Vierig holds a B.A. in Accounting and Economics from the University of Notre Dame. He is also a Certified Public Accountant in California.
John Voge joined Bison Capital in 2017. Prior to joining Bison, he worked at Harbert Growth Partners, evaluating venture capital investments in emerging growth stage technology companies. Previously, John worked in the Investment Banking Group at BB&T Capital Markets where he focused on sell-side M&A and capital markets transactions across various industries including building products, industrial distribution, and consumer durables. He earned a BS in Management with a concentration in Finance with honors from the Carroll School of Management at Boston College.
Mr. Weisberg has extensive experience providing a broad range of business valuation and financial advisory services for public and private enterprises. Mr. Weisberg’s experience includes the valuation of debt, equity, and derivative instruments (e.g., stock options and warrants), enterprise valuations, and intangible asset valuations for financial reporting (e.g., purchase price allocations, goodwill impairment testing, and mark-to-market valuations of portfolio companies), corporate strategic planning, estate and gift taxation, shareholder disputes, and other tax, corporate, and litigation matters.
Mr. Weisberg has served numerous industries and his experience spans a diverse client base, from regional middle-market businesses to multi-billion dollar international enterprises, private equity and pension funds, law firms, and accounting firms.
Lauren joined Merrill Lynch Wealth Management in 2015 and is a Financial Advisor for The Wingard Group. Lauren provides customized wealth management strategies for our clients including personalized cash management, credit and lending solutions through Bank of America, N.A. She also leads the Group’s socially responsible investment research. She is passionate about financial education and is committed to helping the younger generation build, manage, and preserve their wealth. Prior to joining The Wingard Group, Lauren worked in Digital and Interactive Media at a major Hollywood studio. Lauren holds the California Life Insurance License and graduated Cum Laude from the University of Southern California with a Bachelor of Arts degree in Communications and a minor in Marketing.
Lucy joined Solace in 2015 and is currently a Vice President on the deal team. Since 2015,
she has deployed $120+ million of capital across four transactions in energy and
consumer sectors. Prior to Solace, Lucy was an Associate at Clearlake Capital Group, L.P.
where she focused on middle market special situations and distressed debt investments
spanning a number of sectors including industrials, automotive, retail and consumer products.
While at Clearlake, she deployed $100+ million of capital across four transactions and
worked on two refinancing processes. Previously, Lucy was an Investment Analyst at
Morgan Stanley Infrastructure Partners in New York. Ms. Zheng graduated with distinction from
Duke University with a BS in Economics and a BA in psychology.
Dan is a Vice President at Lazard in the Financial Advisory division, with a focus on M&A, restructuring and capital raising. An alum of Tulane University and Brooklyn Law School, Dan began his career as an M&A lawyer at Skadden, Arps in New York City. After 10 years in NYC, Dan and his wife, Lauren, moved to California in the summer of 2014. They reside in Brentwood and have one son, Grayson. Dan enjoys traveling, cooking with Lauren and chasing Grayson at various parks around LA.