ACG San Diego BrownBag | How to Effectively Prepare for an Optimal Sale Transaction

ACG San Diego BrownBag Series

Event Details


May 31, 2023 11:30 AM - 1 PM PDT

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Reprising their much-lauded panel from CapCon 2023, our distinguished panel will focus on optimizing a sale transaction for both the seller and buyer, with an emphasis on buyer fit; the management teams; company culture; market conditions; asset value and factors that optimize the seller’s EBITDA. Our panelists will provide real examples and anecdotes from their experiences involving mergers and acquisitions.


  • Jeremy Holland – Managing Partner - Origination, The Riverside Company
  • Eliot Peters – Managing Director, RA Capital Advisors


  • Paul Johnson – Partner, Procopio


Jeremy Holland

Jeremy Holland

Managing Partner - Origination
The Riverside Company

Jeremy R. Holland is a Managing Partner at The Riverside Company, leading the Origination team across the various funds/strategies in North America. Jeremy joined the Riverside in 2010, when they recruited him to switch from executing deals to focusing on originating new investment opportunities in the Western US & Canada.  He has 25 years of private equity experience, across a range of industries and throughout the capital structure.  He began his private equity career with Buttonwood Capital Group immediately after completing his undergraduate studies.  Jeremy earned a B.S. degree in Finance from California State University Northridge.

The Riverside Company is one of the largest and oldest global private equity firms that remains committed to the entrepreneurial end of the market.  Riverside has more than $13 billion in assets under management.  The firm makes control acquisitions up to $400 million in total enterprise value and has a variety of non-control solutions.  Since its founding in 1988, Riverside has made more than 970 investments and currently has a portfolio that includes more than 140 companies worldwide.  The firm’s specializations include: healthcare, education & training, manufacturing, tech-enabled business services & software, consumer branded products and franchising. 

Eliot Peters

Eliot Peters

RA Capital Advisors
Managing Director

Eliot Peters is a Managing Director with RA Capital and brings over 20 years of experience advising clients. Mr. Peters plays a key role in the firm’s strategic direction and execution of client engagements. Mr. Peters is also one of the architects of RA Capital’s global network. He leads the firm’s cross-border practice and oversees relationships with corresponding firms in Europe, Asia, India, Australia and the Americas.

Mr. Peters has considerable expertise in the design and execution of successful processes for sales, mergers and recapitalizations of founder-led or privately-held businesses. He is a frequent speaker on various topics involving unique considerations for privately-held businesses including evaluating all alternatives, effectively preparing for a transaction, understanding institutional due diligence, valuation considerations, transaction structuring and taxation, and transaction readiness. In total, Mr. Peters has completed over $4.5 billion in transactions.

Paul Johnson

Paul Johnson (Moderator)


Paul helps entrepreneurs and their investors get companies formed, funded and sold, including initial formation of corporations and LLCs, negotiation of seed, early and mid-stage equity financings and buy and sell-side mergers and acquisitions. He is also adept at venture capital investments, public and private securities offering and compliance and general business counseling. Paul has also counseled some of San Diego’s most successful companies in Securities and Exchange Commission compliance and general corporate governance.

Event Secondary Body


Limited Seats Remaining!

  • ACG Members: $30
  • Non-Members & Guests: $40

Registration includes boxed lunch.



Please contact BrownBag Chair Jessica Lazur at or 619-525-3846.


Please Note: Your registration for this event acts as an audio/video release and includes your permission for ACG San Diego to use your image and comments captured on audio, video or photographic formats while attending the event for marketing and promotional purposes. For further information please contact:

Hosted by: ACG
San Diego