June 21st East Bay Event: Prepping Businesses for Sale II

Terry Hill, Tatum
Terry Hill is Managing Partner for the Northern California office of Tatum, a national, professional services firm supporting middle market companies during growth, capital raise, and M&A. With 20+ years’ experience as an owner / operator and consultant, Terry has parlayed his entrepreneurial background into practice leadership, practice management, and new revenue generation activities for the national practice. 

Directly prior to Tatum, Terry led the Bay Area Private Equity practice for ADP's middle market business unit, Major Accounts. He and his team delivered a value creation model to Private Equity, Venture Capital and Hedge funds through their portfolio. By leveraging Human Resources BPO (Business Process Outsourcing), the practice helped drive fund performance, shorten TSA periods and bring speed to post-close integration - resulting in half to a full point of EBITDA performance, across the portfolio. As the operating General Manager of a lower-middle market consulting firm, Terry achieved almost 5x EBITDA growth in 4 years, driving utilization rates from less than 50% to roughly 90%. Terry's M&A experience includes both buy-side and sell-side transactions totaling $6B+ of enterprise value in the consumer, healthcare, and technology sectors. 

Terry serves on a non-profit Board in San Francisco, CA and participates in community engagement in Oakland, CA where he, his wife, and his children live. Click here for more information. https://www.tatum-us.com/about-us/

Rodney J. Clark is Co-Founder and Managing Partner at Aspect Consumer Partners, LLC, a boutique M&A, strategic and corporate finance advisory firm based in San Francisco and St. Helena, California, where he focuses on Food & Beverage, Consumer Products, Wine, Health, Wellness & Lifestyle companies.

Prior to founding Aspect Consumer Partners, Mr. Clark spent over 20 years on Wall Street at firms such as Canaccord Genuity Inc. (TSX: CF), where he served as Head of the Consumer & Retail and Healthy Living groups, The Presidio Group LLC, where he served as Managing Director and Head of the Consumer, Food & Retail Group, Piper Jaffray (NYSE: PJC), where he served as Managing Director in Consumer M&A and Head of Consumer Products, Lehman Brothers, where he was a Senior Vice President in Mergers & Acquisitions, as well as Thomas Weisel Partners LLC and Montgomery Securities.

Mr. Clark’s transaction experience includes a wide variety of strategic and financial advisory assignments including, buy- and sell-side mergers and acquisitions, public offerings and private placements. He has been involved in over $67 billion in M&A and financing transactions in consumer and other industries, including consumer and branded products, food & beverage, nutrition, ingredients, hardlines and softlines retail, apparel, footwear, beauty and cosmetics, household and personal care, lodging, business services, distribution and education. He has also completed a number of significant transactions in the technology sector.

Selected clients include Luke’s Organic, Annie’s Inc., Pacific Coast, Meiomi Wines, O Olive Oil, Late July Organic Snacks, Wente Family Estates, World Centric, Eco-Products, The Good Bean, BACtrack, Natural Grocers by Vitamin Cottage, WildRoots, Omega Protein, Green Mountain Coffee, Smari Organics, Otis McAllister, Bare Escentuals, Ulta Salon & Cosmetics, Physicians Formula, LSG Sky Chefs, Gilchrist & Soames, Golf Galaxy, Everlast Worldwide, Hollywood Fashion Secrets, Joe’s Jeans, Blu Dot, Department 56, Dave & Busters, Tehama, Car Toys, Bell Sports, Hyland’s, Juice Beauty, Japonesque, USANA Health Sciences, Herbalife, Kmart Corporation, Chef’s Warehouse, Atrium Innovations, CorporateFamily Solutions, Nebraska Book Company, Spherion, Rex Stores Corp., Maxwell Shoe Company, Almod Diamonds International, Rent-Way, Polycom, SDL Inc., Splash Technology, Sanmina-SCI Corp., Merix Corp., and GTSI Corp.

Mr. Clark graduated from the University of Washington and received an MBA, with Honors distinction, from Columbia Business School. He currently serves as a Director for Mammography Reporting Systems, Inc. Click here to learn more. 

Kris has spent his entire career at Moss Adams, starting in 1989 in the firm’s Seattle office before transferring to our San Francisco office. There, he started the firm’s Technology Practice in the Bay Area and led the Bay Area’s Manufacturing & Distribution and Retail practices. Today, Kris provides assurance and business advisory services to both public and private companies in a variety of industries. His close, hands-on approach to client relationships enables him to effectively and creatively advise clients on a wide range of business matters. He has extensive experience reviewing and presenting financial statements with shareholders, boards of directors, and audit committees.

A frequent presenter and speaker in the Bay Area, Kris has also been featured on the cover of California CPA magazine for an article about Sarbanes-Oxley matters. In addition, for five out of the past six years, he has been a local technical expert for the AICPA’s Conference on Current SEC and PCAOB Developments. Click here to learn more. 

Eitan joined CSG in 2008 after thirteen years at GE Capital, where he most recently was Senior Vice President of its Media, Communications & Entertainment unit. During his tenure at GE, he held senior positions at various groups, including Structured Finance, Capital Markets, Global Sponsor Finance and Commercial and Industrial Finance.

Prior to joining GE, Eitan was the founder and CEO of Access Credit Corporation, an equipment finance company specializing in municipal leasing, maritime finance and advisory services, which he later sold. He was also the Executive Vice President of a sister company, Access Leasing Corp. where he co-developed a residual option product and was actively involved in acquiring options in excess of $1.5 billion of original value. During his thirty years of experience in the financial services industry, he has been actively involved in M&A, recapitalization, acquisitions and restructuring transactions, in providing senior debt, junior capital and equity to middle market and large corporations.

Eitan graduated from Tel Aviv University with degrees in Economics and in Political Science and received his MBA from Arizona State University. He holds Series 7, Series 63, and Series 79 securities licenses. Click here to learn more.