ACG San Diego | Deal Story: Strategic Fit as the North Star

Join ACG San Diego for a behind-the-scenes look at San Diego-based Burger Construction’s merger with HBC. In a deal that closed last April, these two companies with sterling reputations stayed focused on realizing the potential strategic fit while navigating challenging issues that arose during due diligence. 
 

Key Takeaways:

1. How do Buyers and Sellers balance deal terms and strategic fit?

2. What’s different about selling a company to an ESOP?

3. Why not all Quality of Earnings Reports are created equal
 

Agenda:

· 4:00 pm - 4:30 pm: Registration and Networking

· 4:30 pm - 5:15 pm: Panel Discussion

· 5:15 pm - 5:30 pm: Q&A

· 5:30 pm - 6:00 pm: Happy Hour Reception

 

Panelists:

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Mark Fuller, Howard Building Corporation, CEO (Panelist)

Mark oversees company policy, executes overall strategy, and serves as part of the top branch of leadership in the company. Since 1994, he has helped HBC evolve into what it is today by nourishing industry relationships and providing value through each interaction. Mark promotes a family-oriented culture and is a strong advocate of sustainability and diversity throughout the company. Currently, he serves as a Board Member for HBC and the U.S. Green Building Council.


 

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Jack Burger, Burger Construction, President (Panelist)

Jack has more than 30 years of experience in commercial construction, business development, and company leadership. As President of Burger Construction, he has helped grow the San Diego-based firm into one of the region's most respected commercial contractors. Jack leverages decades of project execution, client relationship management, and operational leadership experience in every engagement. He earned a Bachelor of Science in Business Administration with a concentration in Finance from the University of Oregon.

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David Luvisa, Keystone Capital Markets, Managing Director (Moderator)

David has over 30 years of experience advising hundreds of business owners in mergers, acquisitions, raising growth capital and strategic planning. He leverages his decades of transactional, analytical, leadership and entrepreneurial experience in every engagement.  Prior to Keystone, David was a Managing Director at DealSource Partners, Citigroup Investment Bank, and EF Hutton.  He has a BS in Biology and Chemistry from the University of Arizona and an MBA in Finance from Arizona State University.  David is a FINRA-registered representative with Series 7, 79, and 24 certifications.

Keystone Capital Markets is a leading middle-market investment bank that develops and implements growth and exit strategies for businesses with revenues between $10MM and $200MM.  We provide clients the expertise and capabilities of a large investment bank, coupled with the creativity and senior-level attention of a more entrepreneurial firm.

Pricing:

Members: $55 / Non-Members & Guests: $105