Our conference speakers are credentialed and seasoned mergers and acquisitions professionals. Representing various industries, they blend theory with real-world application to offer a learning experience that helps you approach any deal.
Jim Afinowich, CBI, M&AMI Founding Principal, Designated Broker ibg/Fox & Fin
Jim has more than three decades of experience selling businesses as an M&A advisor. His smallest transaction sold for $3,000 and his largest was $120,000,000. He is a Certified M&A advisor (CBI), a Merger & Acquisition Master M&A advisor (M&AMI), and holds several securities licenses. He is a founding partner of IBG Business, an M&A firm with offices in Arizona and across the US.
Michael CarignanFinancial Planning Consultant, HK Financial Services
Mike Carignan is a financial planning consultant for HK Financial Services (HKFS). In collaboration with a client’s CPA, Mike provides integrated planning and investment strategies for growing and protecting clients’ wealth. He designs personalized wealth management solutions by integrating estate planning, risk management, and retirement planning based on each client’s unique objectives and priorities.
Cameron ColeyPrincipal, Plexus Capital
Cameron joined Plexus in 2015 and his primary focus is business development. He began his career at ATR, LLC, an operating company, where his responsibilities covered all sides of the firm. Following business school, Cameron worked in the corporate development group of INVISTA, a Koch Industries platform.
John Howe, M&AMI, CM&AP, CEPA Director, Business Transition Strategies
John Howe is director of Business Transition Strategies, an M&A advisory firm with offices in New Hampshire and Massachusetts. He holds M&AMI and CM&AP designations and is a Certified Exit Planning Advisor (CEPA). He is co-owner of New Hampshire Business Sales, Inc., a main street business brokerage. Prior to this career, he was in the daily newspaper business for 30 years. He is a past chair of the M&A Source and is the immediate past chair of the International Association of Business Intermediaries.
Conner HarrisDirector, LFM Capital
Conner is a director at LFM Capital and focuses on transaction review and execution as well as portfolio company strategy, monitoring, and support. He brings more than nine years of private equity, banking, and investment management experience where he was involved in more than 20 transactions. Prior to LFM, Conner was a vice president at the Riverside Company, working out of the firm’s Dallas office. While at Riverside, Conner served on multiple boards, led execution efforts for potential investments across multiple industries, and worked with portfolio companies to develop and execute strategic growth plans.
Amy N. Letke, SPHR, GPHRFounder and CEO, Integrity HR
Amy Letke is a workforce visionary and founder and CEO of Integrity HR, a human resource outsourcing and consulting firm located in Louisville, KY. Integrity HR specializes in conducting HR risk and effectiveness assessments at a pre-deal level – helping uncover potentially costly HR issues, as well as services for “fixing” risks, at a project or ongoing level.
Rick Marchese Lares Loreno Private Capital
Rick is a Singapore-based merchant banker with over 20 years of experience in corporate finance, M&A advisory and private equity. He began his career on Wall Street at Donaldson, Lufkin & Jenrette and subsequently spent time at Merrill Lynch and Deutsche Bank. Before entering investment banking, he was an officer in the US Navy. He is also an adjunct lecturer at ESSEC where he teaches graduate courses in finance. He has an MBA from the University of Chicago and graduated from the US Naval Academy.
Tim MaynardPartner, Transaction Services, Cohen & Co.
Tim has over 15 years of experience serving public and private clients, with more than 10 of those years dedicated to mergers and acquisitions. He has consulted extensively with clients on acquisition-related due diligence, divestitures, carve-outs, closing documents, and structuring of purchase price adjustment mechanisms. Tim’s background includes working primarily with clients in the industrial manufacturing, specialty chemical, distribution, consumer and industrial tires, consumer products, and business service sectors.
Joel Pokorney, CFACo-Founder and Managing Partner, Forest Lane Capital
Joel handles day-to-day sourcing, evaluating, executing, and managing Forest Lane’s investments, and has extensive experience working with and investing in lower middle market, family-owned businesses. His prior experience includes five years with Tecum Capital Partners (control equity family office / SBIC fund), and six years with PNC in the Corporate Banking and Asset-Backed Securities divisions where he focused on delivering financial solutions to corporate clients.
C.L. TurnerFounding Partner, Crescendo
Throughout his career, CL has invested in 50+ companies, including all types of equity and mezzanine capital. CL has raised capital for a similar number of companies. Prior to focusing full-time on Crescendo, CL led the Western US investment team for Houlihan Lokey/Orix in Los Angeles. Previously, he led the investment efforts of a family office, serving as CEO and Head of the Investment Committee. Prior to moving to California, CL was one of four members of a hybrid investment and consulting firm and founded Bank One Healthcare Partners in the late 1990s. Prior to BOHP, Turner had a variety of investment banking roles for Bank of America.
David Wimer, CBI, M&AMI, CEPA Murphy McCormack Capital Advisors
Since 2006, Mr. Wimer has advised clients on the M&A process, exit planning, sudden exit situations, turnaround, and executing strategic exit initiatives. His work includes companies with up to $110 million in revenue and operating a family office with $50+ million in operating assets. His guidance has preserved and generated millions in enterprise value and cash flow for clients.
Scott Bushkie, CBI, M&AMIManaging Partner & Founder, Cornerstone Business Services, Inc.
Scott Bushkie is the founder and president of Cornerstone Business Services. With more than 20 years in the M&A industry, Scott is a recognized leader in the field, providing exit strategies, sell- and buy-side transitions, along with valuation services in the lower middle market. Over the years, Scott has successfully executed hundreds of transactions, domestically and internationally, working with private equity firms, family offices, and strategic buyers, both public and private. Scott has the trust and respect of CPA and financial advisor alliances, investment banks, and other professional service firms around the M&A marketplace.
Greg represents buyers and sellers and has completed over 350 transactions in a variety of industries. His team of knowledgable dealmakers holds experience as brokers, owners, managers, and advisors, with revenues between $1M – $100M.
Greg was awarded recognition as Fellow of the M&A Source in 2017 for his service to the industry for over 30 years.
Charles CoxDirector, LongueVue Capital
Charles Cox, director of investments, leads LongueVue Capital’s business development activities, including the sourcing, evaluation, and execution of new platform investments and add-on opportunities for existing portfolio companies. An active member of the private equity industry, Charles serves on the Board of Directors of the Southeastern SBIA and Louisiana ACG organizations.
Reg GreinerManaging Partner, Thornblade Capital
Reg Greiner founded Thornblade Capital in 2012. Prior, he was on Wall Street, most recently with the UBS Strategic Investment Group (SIG), focused on providing limited fund partnership investment, strategic equity investment, and leveraged buyouts directly off the balance sheet of UBS. His diverse transaction record is north of $3 billion in value. Over his career, he has also established three markets that previously didn’t exist within the Financial Service industry.
Kam KielhornPrincipal, Tonka Bay Equity Partners
Kam joined Tonka Bay as a principal in 2015. He handles deal origination, transaction diligence, structuring and financing, and portfolio governance. He currently serves on multiple portfolio company boards of directors and works closely with portfolio company executives to execute strategic growth initiatives. Prior to joining Tonka Bay, Kam spent six years in public accounting at Ernst & Young, where he worked in the Transaction Advisory Services practice. In his role at Ernst & Young, he performed buy-side financial due diligence for middle market clients in addition to consulting on corporate divestitures and integration planning.
Kyle MaddenPartner, KLH Capital
Kyle is a Partner with KLH Capital and is primarily responsible for identifying, structuring, and executing transactions, due diligence, and portfolio management. He serves on the Board of Directors for BMI Merchandise. Prior to joining the private equity group in 2009, he was involved in a variety of brokerage-related capacities within the wealth management and insurance industry. An active member of the M&A industry, he has served on the Board of Directors of the M&A Source, was the 2013 chair of the Alliance of Merger & Acquisition Advisors (AM&AA), and is asked to speak regularly at industry-related events and conferences.
Erik MaurerPrincipal, Prospect Partners
Erik Maurer is a principal of Prospect Partners. He is a veteran lower middle market investor with more than 20 years of experience investing in small companies across a broad range of niche manufacturing, distribution, and specialty service markets. Mr. Maurer is involved in all aspects of investment sourcing, execution, and management. He serves as chair of many of the firm’s current portfolio companies including Bland Landscaping Company, Inc., Cyclonaire Holding Corporation, Landmark Irrigation Holding Services, Inc., and Wedgewood Hospitality Group, Inc.
Richard Mowrey is President of Management Services & Development, Ltd., a firm that provides private ownership transition advisory services to closely-held businesses. Richard specializes in the valuation, value planning, and the sale of mid-sized manufacturing businesses. In addition, he personally supervises strategic acquisition searches for selected client corporations. Richard’s is a published author; his first book, “When is the Right Time to Sell My Business?” was a #1 international bestseller. Since that time he has published two more books to help business owners gain knowledge in the valuation and transfer arenas.
Gary Rogers, CBI, M&AMIOwner & Partner, Kingsley Group
Gary brings over 25 years of corporate manufacturing experience in a wide variety of senior-level executive management positions for three major U.S. corporations, including division president for an NYSE company. In addition, Gary has been an active owner in Kingsley Group Business Brokers for over 25 years, providing strategic planning and transition support for business acquisitions and divestitures. He holds a degree in Industrial Engineering from Purdue University and an MBA from the University of Iowa.
Monty Walker, CPA, CGMA, CBI Walker Business Advisory Services
Monty Walker is a Certified Public Accountant with a diversity of experience in the private, closely-held business arena. Monty supports entrepreneurial clients throughout the country, and focuses on the business transfer industry, providing support to small business owners in the areas of business transactions, business structuring and design, business tax planning, and business exit planning. Due to his background in the area of business transfers and business transitions, he is often referred to by his clients and colleagues as a “Business Transaction CPA.”
Dan WingardCo-Founder and Managing Partner, Forest Lane Capital
Dan handles day-to-day sourcing, evaluating, executing, and managing Forest Lane’s investments, and has more than ten years of experience working with and investing in lower middle market, family-owned businesses. His prior experience includes six years with Superior Capital Partners (control buyout PE firm), three years with Tecum Capital (control equity family office / SBIC fund), and three years with Stout Advisory (investment banking).