ACG NY VIP Corporate Development Officer Roundtable Series

CDO Roundtable

Event Details


February 17, 2022 5 PM - 6:30 PM EST

Location Name
Virtual | Log In Details to Follow
Add to Calendar


The ACG New York VIP Corporate Development Officer Roundtable Series is a quarterly meeting designed specifically for CDOs and other M&A, Transactional and Strategy executives within industry.  
This exclusive, strictly peer-to-peer, meeting is an excellent forum for Corporate Development Officers and other corporate transactional executives to share experiences and best practices while developing relationships in a convenient, enjoyable, and relaxing setting.
This session of the series discusses Deal Sourcing in the current environment and specifically how corporates can get on a Middle Market Investment Bankers list for suitable transactions. We will hear from seasoned bankers as to how to develop their target list of buyers and their typical deal process.



Daniel Teoh CohnReznick

Daniel Teoh

Managing Director | Transaction Advisory Services

Daniel Teoh is a managing director in the Transaction Advisory Services practice with CohnReznick Advisory. He has more than 20 years of experience in transactions diligence, restructuring and as a start-up CFO. He also has significant project management experience in carve-outs, post-merger integrations, business consolidations and corporate closures and has operated distressed businesses in retail, construction, childcare and hotels.

Daniel leverages this experience to provide his clients valuable insight and seamless advice through the lifecycle of their transactions and businesses. He has performed buy-side and sell-side due diligence projects for transactions ranging from $14 million – $1 billion-plus in a wide range of industry sectors including health and wellness, manufacturing, retail and technology. He was part of a senior transaction team which led a billion-dollar deal for the merger of two listed companies. Additionally, he led a complex cross-border transaction resulting in the acquisition of a $180 million chemical company. He also worked with a public life sciences company on its integration planning process for the acquisition of a carve-out business. This resulted in comprehensive TSAs being developed particularly addressing significant regulatory issues and operational needs.

Ryan Mullin Rheem Manufacturing

Ryan Mullin

Rheem Manufacturing
Manager | Global Strategy & Business Development

Ryan Mullin is Manager of Global Strategy and Business Development at Rheem Manufacturing. In his role, he manages Rheem's strategic business initiatives and its merger and acquisition efforts. Ryan participates in the development of the strategy, origination, management of the deal, and negotiation. He also partners with various business units across the company on market development opportunities with a focus on business, product, and geographic expansion.

Founded in 1925, Rheem is a privately held family-owned manufacturer. Rheem Manufacturing is the only manufacturer in the world that produces heating, cooling, water heating, pool/spa heating, and commercial refrigeration products. Rheem is a global leader in residential and light commercial water heating and hydronic and an N. American leader in residential and light commercial HVAC. Rheem is headquartered in Atlanta, and it has an international presence in 14 countries. The company's premium brands include Rheem, Raypak, Ruud, Eemax, Friedrich, Intergas, IBC,  De Jong Richmond, and Splendid, as well as commercial refrigeration brands Russell, Witt, ColdZone, and Kramer, which are part of the company's Heat Transfer Products Group (HTPG) division. To learn more, visit

Don Ritucci Oppenheimer & Co. Inc.

Don Ritucci

Oppenheimer & Co. Inc.
Head of Healthcare M&A | Investment Banking

Don Ritucci brings extensive experience in M&A and financing transactions across the healthcare industry, spending over 22 years in investment banking and completing over 60 transactions, with an aggregate deal value in excess of $60 billion.  He has executed numerous sell-side and buy-side M&A transactions for private equity clients, public companies and founder-owned businesses.  Don is currently a Managing Director in the New York office of Oppenheimer & Co. Inc. where he heads the firm’s Healthcare M&A practice.  Previously, Don was a Managing Director in the Global Healthcare Group of Jefferies and led its middle market M&A effort.  From 2011 to 2018, Don was a Managing Director at Imperial Capital, where he led both the healthcare practice and the sponsor coverage practice.  Prior Imperial Capital, Don spent 13 years at UBS Investment Bank where he was a Managing Director, spending time in both the Global Healthcare Group and the Mergers & Acquisitions Group.  Don also served a number of years as a member of the UBS Banking Review Group and Fairness Opinion Committee. Prior to UBS, Don worked in the Audit and Business Advisory Group at Price Waterhouse and was a licensed CPA. Don earned an M.B.A. from the University of Michigan Ross School of Business and a B.S. from Boston College.

Laura Holden Raymond James

Laura Holden

Raymond James
Director | High Growth Branded Consumer Investment Banking

Laura Holden has spent over 14 years in investment banking, developing specialized knowledge in M&A and capital raising advisory within the branded consumer industry. Ms. Holden develops relationships with and executes transactions for clients in the healthy living subsectors of better-for-you food, sports nutrition, fitness and modern parenting.

Prior to joining Raymond James in 2021, Ms. Holden served as director at Financo, formed part of the investment banking practices at HSBC in New York and London, and worked at Stephens Inc., where she launched a dedicated healthy living practice in 2014. Ms. Holden received a BBA with honors in finance from the College of William & Mary while serving as captain of the college’s Division I lacrosse team. She’s currently on the Association for Corporate Growth’s Women of Leadership Committee and has served on the board of her all-girls high school, Maryvale Preparatory, in Baltimore.

Muizz Kheraj FocalPoint CDO Roundtable

Muizz Kheraj, CFA

FocalPoint Partners, a B. Riley Financial Company
Managing Director | Technology/Media Banking

Muizz Kheraj joined FocalPoint’s Los Angeles office in 2012 and heads the firm’s technology practice. He has more than two decades of experience in technology, both as a software engineer and as an experienced advisor, supporting the capital market needs of middle-market entrepreneurs.

Prior to joining FocalPoint, Mr. Kheraj built the TMT practice at McGladrey Capital Markets, LLC. He has held leadership roles at various technology and digital media start-ups and currently holds active board advisory roles within numerous bleeding-edge technology firms. He has led, managed and closed an aggregate of more than $1 billion in transactions in the technology sector. Mr. Kheraj holds a Master of Business Administration from the University of Southern California’s Marshall School of Business, a Master of Science in electrical engineering from California State University, Los Angeles, and a Bachelor of Science in aerospace engineering from the University of California, Los Angeles.

Event Secondary Body

Hosted by: ACG
New York

Event Materials

Event Materials

Complimentary for ACG Members
$25 Non-Member


ACG NY Virtual Events Terms & Conditions