ACGSD Feb BrownBag: Private Capital 101...Demystified & In Plain English

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Event Details


February 12, 2019 11:30 AM - 1 PM PST

Location Name
5796 Armada Drive, Suite 300, Carlsbad, CA 92008
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ACGSD January BrownBag: PRIVATE CAPITAL 101...Demystified & Using Plain English"
Seminar with Lunch

Tuesday February 12, 2019   11:30am - 1:00pm
West Partners - Carlsbad Office
15796 Armada Drive, Suite 300, Carlsbad, CA 92008


As a business owner, are you prepared to navigate the capital raise playing field? Are you informed about how to determine the appropriate type of capital and how can you position your business for a successful transaction? Private equity vs. venture capital, sponsors vs. strategic companies, debt vs. equity, what's a business owner to do! The Private Capital Market can be confusing to a successful business owner who wants to grow, continue to survive or to exit their business! Looking for answers? ACG San Diego invites you to attend "Private Capital 101".

We will discuss and focus on the following topics:
· Types of capital available for Growth Financing, Turnarounds and Business Exits (M&A)
· Sources and Costs of Capital
· Businesses with revenues from 5 million to 150 million

...Great for Business Owners, C-Level Execs and Advisors

 Leo Klijn - Partner, Henberger Group  - MODERATOR

Jay McCabe - Vice President, Relationship Manager, Comerica Bank
Jason Severson - President, Primary Funding Corporation
Kurt Wickham - Partner, West Partners
ACG Members & Sponsors 20
Non-Members 30
(Includes boxed lunch)
For more BrownBag info: 
Please contact Leo Klijn/BrownBag Chair at or 858-231-2393
or  John Henberger/BrownBag Chair at 760-635-1199 or 760-271-5541
ACG SD Questions: 
Please contact Executive Director Judy Susser-Travis, CMP, CMM at or 619 741 7247
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: Judy Susser-Travis - ACG San Diego Executive Director @ or 619 741 7247.




Henberger Group

Leo Klijn is an investment banker focused on privately held businesses with revenues of $10m and $100m. He works with CEOs and owners to help them sell their business and/or get them to where they can successfully sell it. His experience as a deal maker, corporate executive in retail/CPG and co-founder of a software company listed on the NASDAQ SmallCap Market, provides him with a unique perspective to help his clients navigate the complexities of building, buying, selling and exiting a business. Leo's mantra is to "Help entrepreneurs finish strong."



Jay McCabe

Comerica Bank
Vice President, Relationship Manager

Jay has a passion for working with San Diego business owners. His primary goal is to provide them with peace of mind that they have the capital they need to grow their companies. He accomplishes this by leveraging his commercial banking experience combined with his previous background as a finance professional in industry, a business owner, and a CPA.



Jason Severson

Primary Funding Corporation

Jason joined Primary Funding Corporation in 2012 and took over as President of the Company in 2013. Primary Funding provides businesses with growth capital that they cannot get from a traditional source. Prior to joining PFC Jason spent 16 years in commercial banking primarily with California Bank & Trust. During his years with CB&T Jason led a team of bankers that managed over $150 million in commercial loans and deposits. Jason earned a Bachelor’s in Finance from California State University Chico and graduated with honors from Pacific Coast Banking School.

Jason grew up in Oceanside and has been actively involved in the San Diego community serving 10 years as a Board Member of the American Heart Association and on various committees including San Diego’s March of Dimes Golf Tournament and San Diego Financial Literacy Center Tournament. Jason is married with 2 young children and enjoys golfing and traveling.


Kurt Wickham

West Partners

Kurt is a partner at West Partners, a San Diego-based investment firm making direct investments in private companies, responsible for sourcing, evaluating and structuring investment opportunities, as well as serving on the boards of portfolio companies. Kurt has over two decades private equity and investment banking experience focused on middle market companies across a diverse cross-section of industries, including software, technology, consumer products, retail, aerospace & defense, medical technology, wireless communications, wholesale, distribution, manufacturing and industrials.

Hosted by: ACG
San Diego