Family Office Panel in St. Petersburg

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Family Office

Event Details

When:

March 24, 2022 5:30 PM - 8 PM EDT

Where:
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Overview

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Online Registration is CLOSED - you can pay at the door with credit card 
 
Join us for our Family Office Panel at The Birchwood in St. Petersburg  We will discuss the impact of family offices in middle-market M&A and how they've become significant players and their alternative strategies.
 

Speakers

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Ryan Cortner

Ryan Cortner

Clearwell Group
Partner

Ryan Cortner is a Partner at Clearwell Group. Prior to joining Clearwell Group, Mr. Cortner was a Vice President at Westshore Capital Partners where he was responsible for sourcing and analysis of investment opportunities, managing prospects through closing, and monitoring portfolio companies for owner recapitalizations, family succession recapitalizations, management buyouts, management buy-ins, and industry consolidations. Prior to joining Westshore Capital Partners, Mr. Cortner was a Manager in the New York office of PricewaterhouseCoopers' Transaction Services Group. During his tenure at PwC, Mr. Cortner's work focused on financial due diligence, strategic assessments, and corporate carve-out transactions. While with PwC, he advised on over 75 public and private transactions ranging in size from $5 million to $5 billion. His industry experience includes manufacturing, business-to-business services, technology, media and entertainment, transportation, security, and consumer and industrial products among others. 

Mr. Cortner holds both a Masters of Accounting with a concentration in Systems and a Bachelor of Accounting with Honors from the University of Florida. In addition to his formal education, he is a Certified Public Accountant and holds the Chartered Financial Analyst designation. Mr. Cortner serves on the Board of Directors at Iron Container, Encoda, Florida Venture Forum, and West Florida Foster Care Services.  He is married and has three children.

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Ellinger

Emery Ellinger (moderator)

Aberdeen Advisors, Inc.
Chief Executive Officer

CEO, founder, speaker, and published author – Emery Ellinger has advised and connected hundreds of sellers with qualified buyers. He pulls from his personal experience and industry connections to help simplify the selling process.

With expertise in all areas of M&A Advisory, Emery has completed a variety of transactions – including mergers, acquisitions, divestitures, and financing. His primary industry focus has been on healthcare, manufacturing, distribution, and business services, but Emery — and his team — are skilled across all industries.

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Ken Jones

Ken Jones

Third Lake Partners, LLC
Chairman and Chief Executive Officer

Founder and Managing Partner of global financial firm focusing on alternative investments in private equity, private credit, venture capital and real estate development.

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Anna

Anna Nekoranec

Align Private Capital
CEO
Event Secondary Body

Online Registration is CLOSED - you can pay at the door with credit card


Hosted by: ACG
Chapter
Tampa Bay
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