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.

COURSE INSTRUCTORS

Philip King, MVM, MBA, CMSBB, CBI
Philip King, MVM, MBA, CMSBB, CBI Mergers & Acquisitions – M&A Evolution Inc.
Phil has been involved in the Mergers & Acquisitions space for over 20 years as a private consultant. He has also owned and sold multiple companies personally over the past 30 years. After his exit from his last company, Phil had a brief affiliation with Sunbelt Business Brokers. Phil and colleagues have since opened the boutique Middle Market M&A firm, M&A Evolution, serving Ontario, Canada. Phil has held the most senior roles in each of sales management, agricultural development, hardware distribution, manufacturing & distribution, automotive supply & service and clothing manufacturing & distribution, all on an international basis.
Sara Burden, CBI, M&AMI, CM&AP, FIBBA, FMAS
Sara Burden, CBI, M&AMI, CM&AP, FIBBA, FMASPresident, Walden Businesses, Atlanta, GA
Sara Burden entered the mergers and acquisitions industry in March 1991 and has been actively involved in Walden’s successful closings of small to middle market sized companies. While Sara specializes in owner representation, she has handled unique buyer representations in the national marketplace. She has represented and sold companies with sophisticated high profiles in the service sector, heavy manufacturing and distribution businesses with equal success. She is closely involved in the firm’s valuation services and has been engaged as an expert witness by several of Atlanta’s accounting and legal firms.
James O'Sullivan, Esq.
James O'Sullivan, Esq.Partner - Business Solutions/Mergers & Acquisitions, Tiffany and Bosco, P.A.
For over 30 years, Jim O’Sullivan has guided businesses and their owners through their most important stages: from business formation to sale transactions, including negotiating and preparing agreements to strategically grow and protect the business, as well as resolving disputes among the owners. Working closely with business owners and collaborating with their other trusted advisors, Jim provides practical, experience-tested solutions in meeting their toughest legal challenges and seizing valuable business opportunities.
Chris Godwin
Chris GodwinManaging Director, Gen Cap America
Mr. Godwin joined Gen Cap in 2005. Previously, Mr. Godwin was a Vice President with Draupnir LLC, a Chicago based private equity firm focused on middle-market buyout transactions. Prior to Draupnir, Mr. Godwin was a consultant for Arthur Andersen and was an equity research analyst for J.C. Bradford & Co. He holds a B.A. degree from Rhodes College and an M.B.A. degree from the University of Texas at Austin. Mr. Godwin is also a CFA charter holder.
Rick Marchese
Rick Marchese Founder and Managing Partner, Lares Loreno Private Capital
Rick is the founder and managing partner of Lares Loreno Private Capital, a Singapore- based merchant bank focused on small and medium-sized enterprises and family businesses. Prior to Lares Loreno, Rick was in the investment banking groups at Deutsche Bank, Merrill Lynch and Donaldson, Lufkin & Jenrette. He has an MBA from The University of Chicago-Booth and is a graduate of The United States Naval Academy.
May Lu, Esq.
May Lu, Esq. Partner – Business Solutions/Mergers & Acquisitions, Tiffany & Bosco, P.A.
May Lu serves the transactional needs of businesses and their owners by assisting them with business formations and owner agreements of limited liability companies and corporations, joint ventures, mergers and acquisitions, reorganizations (such as domestications and conversions), recapitalizations, succession strategies, general business planning, and other business agreements. She also provides guidance to businesses concerning disputes among owners and related fiduciary duties.

May was recently selected by her peers for inclusion in the 27th Edition of The Best Lawyers in America© for her work in Corporate Law. She also has been recognized as one of the Super Lawyers Southwest Rising Stars since 2012 in the area of Mergers and Acquisitions, and she is a member of the American Bar Association’s Mergers & Acquisitions and Middle Market and Small Business Committees. In September 2020, she was appointed co-Vice Chair of the Middle Market and Small Business Committee for a 3- year term.

Lamar Stanley
Lamar StanleyDirector, Gen Cap America
Mr. Stanley joined Gen Cap America in 2016 and serves as their head of business development and deal origination. Previously, Mr. Stanley was with Diversified Trust Company, a Nashville-based wealth management firm where Mr. Stanley worked in their private-equity strategy group. Prior to Diversified Trust Company, Mr. Stanley served as an Intelligence Officer in the United States Navy. He holds a B.A. degree from The University of the South, in Sewanee, TN and an M.B.A. from The University of Chicago.
Jim Afinowich, CBI, M&AMI 
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. 

WORKSHOP PARTICIPANTS

Andy Jones
Andy JonesFounder & President, Private Equity Info
Andy Jones is the Founder & President of www.PrivateEquityInfo.com, an M&A research database. He was previously an investment banker with Bear Stearns in London and has worked on middle market transactions in Texas. Before that, Andy was an engineer. He holds a BS in Mechanical Engineering, an MS in Acoustical Engineering and an MBA in Finance.
Nick Coetzee
Nick Coetzee Chief of Staff & Head of Operations, Axial
Nick Coetzee is the Chief of Staff and Head of Operations at Axial, a financial technology company based out of New York that operates a private marketplace for buying and selling small and mid-size companies. At Axial, Nick leads Axial’s strategy, partnerships, people and business operations functions. Prior to joining Axial in 2016, Nick was a Director of Growth for Humin, a social networking application that sold to Tinder in early 2016. Nick graduated with honors from the University of Pennsylvania, where he also launched his own startup, Studiously.
Lamar Stanley
Lamar StanleyDirector, Gen Cap America
Mr. Stanley joined Gen Cap America in 2016 and serves as their head of business development and deal origination. Previously, Mr. Stanley was with Diversified Trust Company, a Nashville-based wealth management firm where Mr. Stanley worked in their private-equity strategy group. Prior to Diversified Trust Company, Mr. Stanley served as an Intelligence Officer in the United States Navy. He holds a B.A. degree from The University of the South, in Sewanee, TN and an M.B.A. from The University of Chicago.
Joel Pokorney, CFA
Joel Pokorney, CFACo-Founder and Managing Partner, Forest Lane
Joel is responsible for 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 5 years with Tecum Capital Partners (control equity family office / SBIC fund), and 6 years with PNC in the Corporate Banking and Asset Backed Securities divisions where he focused on delivering financial solutions to corporate clients. Current/prior board member of three companies.

Education: Finance Major from Wake Forest University, Chartered Financial Analyst (CFA)

Family:  Ineligible bachelor and proud uncle of one nephew.
Kael Campbell, CPA
Kael Campbell, CPASenior Associate, Sikich LLP
Kael Campbell, CPA, is a Senior Associate on Sikich’s Transaction Advisory Services team. With a strong background in financial due diligence and buy-side and sell-side transaction consulting services, Kael serves private equity and family office clients with the expertise of a seasoned professional. Kael’s clients value his knowledge in mergers and acquisition consulting and his ability to perform efficient and effective quality of earnings reports. As someone who is behind-the-scenes on the work that goes into closing a deal, Kael is your go-to technical accounting specialist for all things M&A.

When not at work, he enjoys spending time with his wife. Kael is also a huge sports fan and was the team captain of his college baseball team. Whether you want GAAP-related advice on transactions or want to talk sports, Kael is always looking for ways to expands his professional network – be sure to find him on LinkedIn!

Cheryl Aschenbrener
Cheryl Aschenbrener National Transaction Advisory Services Leader and Partner, Sikich
Cheryl Aschenbrener, CPA, is the National Leader and Partner for Sikich’s Transaction Advisory Services, with over 20 years of experience in strategic planning, mergers and acquisitions, business advisory and assurance services. Cheryl’s clients rely on her for deep industry expertise and a hands-on approach in structuring and due diligence work for portfolio company acquisitions, strategic buyers and private equity funds. Cheryl oversees the team of transaction advisory service professionals and delivers a fresh perspective in addition to the right team when performing quality of earnings reports and value-added planning for private equity funds.

Cheryl has a passion for bringing people together, so in proper M&A fashion, you can think of her as your “relationship broker.” With the recent shift to virtual networking, she’s made meaningful connections across the country. Whether you’d like to be introduced to a private equity firm or an investment banker, she has the person for you!

Eric Veve, AAMS®, AIF®
Eric Veve, AAMS®, AIF® Managing Member, The Asset Exchange
Eric has spent over 15 years working in the financial services industry. Working mostly with high-net-worth individuals that often own small to medium size businesses, he has a unique understanding of the transition from owning a business to enjoying the fruits of one’s labor. Over the last decade, Eric has seen the importance of tax planning and proactive strategies to help limit the tax burden when selling a business. Eric helped found The Asset Exchange LLC, sharing in the company’s views. He believes that helping to mitigate the tax consequence of selling an appreciated asset, while gaining asset protection, is in the best interest of his clients.

Eric was born and raised in Boulder, Colorado and now lives in Erie, Colorado with his wife and their three beautiful children. He attended college at Metropolitan State University of Denver, while serving in the US Army National Guard. Eric holds the AAMS® (Accredited Asset Manager Specialist) accreditation from the College for Financial Planning.

Lisa Riley, PhD, CBI, CM&AP, CBB
Lisa Riley, PhD, CBI, CM&AP, CBB Principal/Owner, Delta Business Advisors
Lisa Riley is the founder and president of Delta Business Advisors. In the Business Brokerage and M&A industry since 2011. Lisa is current chair of the IBBA and spearheads the quarterly IBBA/M&A Source Market Pulse Survey which provides a valuable resource to business owners and their advisors.

Lisa holds several certifications, including IBBA’s Certified Business Intermediary (CBI) and Coles College of Business‘ Certified Mergers & Acquisitions Professional (CM&AP). She also has been awarded the prestigious Tom West Award and several awards for outstanding producer from IBBA and AZBBA. She earned her Ph.D. from the University of Notre Dame.

Al Statz, M&AMI, ASA
Al Statz, M&AMI, ASA President, Exit Strategies Group, Inc.
Al Statz is the founder and president of Exit Strategies Group, Inc., a mid-size merger and acquisition (M&A) advisory and business valuation firm with offices in Northern California and Portland Oregon. Al represents $5-100 million revenue companies in business sales, recapitalizations, divestitures, management buyouts, mergers and acquisitions. Since founding Exit Strategies in 2002, Al’s mission has been helping family owned and closely held company owners exit right and retire well.
David Wimer, CBI, M&AMI & Fellow of M&A Source
David Wimer, CBI, M&AMI & Fellow of M&A SourceFounder, Value-Prep Partners LLC
David W. Wimer, CBI, M&AMI & Fellow of M&A Source is Founder of Simplified Value-Prep® the EASY way to monitor, grow and protect value for any business owner. Presented as an ‘intelligent’ vault room, input tasks are assigned, simplifying the value-preparation process. Advisors transform low value prospects to a state of market readiness. Licensed ‘Value-Prep Partners’ revenue-share with each subscriber. Mr. Wimer has 40+ years’ experience as an entrepreneur/owner, turnaround executive and M&A Advisor.

Bradley A. Hardy
Bradley A. Hardy Senior Vice President, Enterprise Banker, Connecticut and Western Massachusetts Market, KeyBank
Bradley Hardy serves as an Enterprise Banker with responsibility for developing new, and expanding existing relationships with commercial customers throughout KeyBank’s Connecticut and Western Massachusetts markets with annual revenues of $10 million or more. He is an experienced and established lending professional with a proven track record of providing tailored financial solutions to middle market clients looking to expand or develop their business.

Mr. Hardy joined the former First Niagara Bank in 2015 as a middle market relationship manager, and was promoted to his current role soon after the acquisition of First Niagara by KeyBank in 2016. Prior to that, he worked for 17 years at Wells Fargo in New York City, serving as a Senior Vice President and Managing Director for middle market lending.

Brad currently serves on the Executive Committee for the US Council for International Business and the Housatonic Community College Foundation. He was a Member of Team USA during the World Duathlon Championships 2012-2014. Hardy is a Certified Public Accountant, qualified in both Canada and the United States. He is based in Key’s Fairfield County commercial office at 40 Richards Avenue in Norwalk CT.

Bob Wegbreit
Bob Wegbreit Partner, GF Data
Bob Wegbreit is a partner at GF Data. GF Data collects proprietary transaction information on sponsored deals valued between $10-250 million.  GF Data is considered the most on target, credible source of information in this deal space.  Over 230 private equity groups contribute information to GF Data.

Bob’s background is having run a middle market print advertising business for several years before bringing GF Data to market. He is based in suburban Philadelphia, has held elected office locally and is vice chair of the Montgomery County Redevelopment Authority.

Rich Jones
Rich JonesPartner, The Zabel Companies, LLC
As a result of growing up in five different states, Rich has an unfortunate accent and cheers for far too many sports teams. He now gladly calls Charlotte his home with his wife, four kids, and a growing number of pets. Rich has been partnering with lower middle market companies for the last seventeen years. Rich’s prior experience includes advisory work with both a middle market investment bank and a global corporate finance and brand valuation consulting firm. Rich graduated from the University of Virginia with a Bachelor of Science in Commerce with concentrations in Finance and Management.
Kyle Madden
Kyle MaddenPartner, KLH Capital
Kyle is a Partner with KLH Capital and is primarily responsible for identifying investment opportunities, including initial financial, operating, and competitive analysis of businesses. He is a member of the KLH Investment Committee and serves on the board of directors for BMI Merchandise. Prior to joining the firm in 2009, Kyle 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 chairman of the Alliance of Merger & Acquisition Advisors (AM&AA), and is asked to speak regularly at industry-related events and conferences.

Kyle is a native of Amherst, New Hampshire. He graduated from the University of Tampa’s John H. Sykes College of Business with a Bachelor of Science degree in Finance. He enjoys fishing, boating, snow skiing, and spending time with his wife, Christine, and son, Grant.

Jason Salisbury
Jason SalisburyDirector, Cornerstone Business Services, Inc.
Jason Salisbury is a M&A Advisor, business development manager, and leadership team member at Cornerstone Business Services. At Cornerstone he has led sell side transactions ranging from $800k to $40M in value. Before coming to Cornerstone Jason built and sold three of his own companies with combined revenues of over $10M. Jason has led negotiations in a variety of complex situations including a $30M public/private partnership, a 10-year multi party municipal contract, the sale of all three of his businesses, as well as leading congressional and assembly lobbying efforts resulting in a new state law. Jason has deep experience in business finance and in his own businesses led the procurement of over $15M of capital equipment, $3M in SBA financing, >$10M in traditional financing, business sale due diligence, budgeting, and financial projections. Jason graduated from the University of Minnesota and the Carlson School of Management and is a degreed engineer.
Scott Buskhie
Scott BuskhieManaging Partner & Founder, Cornerstone Business Services, Inc.
Scott Bushkie is the Managing Partner and Founder 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. Scott has successfully executed hundreds of transactions, domestically and internationally. Scott founded the Cornerstone International Alliance, a group of premier firms serving the lower-middle market. He is the founding president for the Entrepreneur Organization (EO) Wisconsin chapter and the chair of M&A Source 2021. Scott has the trust and respect of CPA and financial advisor alliances, investment banks, and other professional service firms around the M&A marketplace. Scott holds the Mergers & Acquisitions Master Intermediary (M&AMI) designation. He is a Certified Business Intermediary and a registered representative of the broker dealer StillPoint Capital with the Series 62 & 63 securities licenses.
Scott Stevens
Scott StevensFVP, SBA Lending, 44 Business Capital
Scott Stevens is a First Vice President at 44 Business Capital, a division of Berkshire Bank. 44 Business Capital is a nation-wide, preferred SBA lender – specializing in 7a loans. A Central Pennsylvania native, Scott partners with the regional banking and business community to provide unique, effective financing solutions. 44 is a perennial leader in SBA 7a loan volume across the Mid-Atlantic Region, having originated over $2 billion in loans since 2009.

Scott served as a Lieutenant in the US Army after receiving his BS degree from Boston University. He has over 16 years of commercial lending experience – working with SBA programs full-time since 2010. Prior to launching 44 Business Capital’s Central PA office in July of 2016, he spent time with Citizens Bank, Wells Fargo, and Sovereign Bank.

Robert McCormack, CVA, MBA, M&AMI, C&AMP, CBI
Robert McCormack, CVA, MBA, M&AMI, C&AMP, CBI Managing Partner, Murphy McCormack Capital Advisors
Bob McCormack is Managing Partner and Founding Partner of Murphy McCormack Capital Advisors, a boutique investment banking and corporate advisory firm in Lewisburg, Pennsylvania. Mr. McCormack has more than 32 years of financial services experience, including CEO of a commercial bank. Bob also is an adjunct professor at Alvernia University teaching Corporate Finance and Economics in Alvernia’s MBA program. Bob is past chair of M & A Source. Bob also serves on a number of for profit and non-profit boards.
Jaclyn Ring, CM&AP
Jaclyn Ring, CM&AP Vice President, REAG
Mrs. Ring joined REAG in 2013 and has nearly 10 years of mergers & acquisitions experience. She is responsible for the execution of both buy-side and sell-side engagements. Mrs. Ring has a proven track record of client service, satisfaction, and retention.

Mrs. Ring is an active member of the M&A Source earning the prestigious CM&AP designation in 2020. She is a member of the Pittsburgh Chapter of the Association for Corporate Growth and an active participant in the ACG Womens Network. Prior to joining River’s Edge Alliance Group, Mrs. Ring worked in the front office of the Pittsburgh Pirates.

Matt Harnett, CAIA
Matt Harnett, CAIA Partner & Co-Founder, Tecum Capital Partners
Matthew Harnett began his career in private equity in 2007, was a founding Partner of Tecum in 2013, and he currently serves on the Tecum’s Investment Committee. In this position, he is responsible for leading all aspects of transaction origination, analysis, structuring, underwriting, deal execution and monitoring of subject private equity and mezzanine debt investments.

Matt received an MBA degree from the Katz School of Business at the University of Pittsburgh, with focused studies in Finance and Strategy. He also received dual major B.S.BA. degrees in Supply Chain Management & Logistics and Marketing from The Ohio State University. Matt is also Chartered Alternative Investment Analyst (“CAIA”) Charterholder.

Martin Anderson
Martin Anderson Senior Vice President, Webster Bank’s Middle Market Banking Group
Martin Anderson is a Senior Vice President in Webster Bank’s Middle Market Banking Group where he is focused on building relationships with family owned businesses, family offices and private equity sponsors. He has spent the last 12 years of his 28 year career with Webster Bank. Previously, he was a Senior Relationship Manager at People’s United Bank and his experience includes roles with The Bank of New York, Merrill Lynch and Fleet Financial Group. Martin earned an MBA from the University of Connecticut and received his B.A. from Connecticut College. He lives in Bethel, CT with his wife and son.