Recognition Awards - Maadvisor.net

UNDER
2 nd ANNUAL
THE M&A Advisor
Recognition Awards
LOS ANGELES, CA - JULY 26, 2011

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WELCOME
It is truly our pleasure to welcome you to The M&A Advisor’s 2nd Annual 40 Under 40
Recognition Awards Gala.
Since 1998, The M&A Advisor has been presenting, recognizing the achievement of
and facilitating connections between the world’s leading mergers and acquisitions,
financing and turnaround professionals.
In 2010, we initiated the 40 Under 40 Awards to recognize the emerging industry
leaders who had reached a significant level of success in the industry while still under
the age of 40.
Like the inaugural award recipients, the 2011 40 Under 40 Award Winners and Finalists
have been chosen for their accomplishments and expertise from a pool of prominent
nominees by an independent judging panel of distinguished business leaders. And this
year our judges reported that they were truly challenged to make their selections from
such an accomplished group of candidates.
Tonight we gather to introduce the 40 Under 40 Award Winners and Finalists to the
business community and celebrate their achievements. We are truly inspired by their
accomplishments and wish continued success to this unique group of professionals.
This evening would not be possible without the contributions of so many. We extend
our gratitude to the judges, the M&A Advisor team, our alliance and associate partners,
our sponsors and to our host, the famed Hollywood Roosevelt Hotel. And to each of
you who have joined us: thank you.
Best Regards,
Roger Aguinaldo
CEO
David Fergusson
Managing Director
3

THE 2011 40 UNDER 40 AWARDS ARE PRESENTED
IN ALLIANCE WITH:
SUPPORTED BY:
SPONSORED BY:
4

MASTER OF CEREMONIES
FRANK MOTTEK, Anchor
CBS Radio KNX 1070
Frank Mottek is the voice of business news in Los Angeles. An
award-winning broadcast journalist with more than 25 years of
experience, Frank currently anchors the business reports on CBS
station KNX 1070 NEWSRADIO and, weekdays at 1 PM he hosts
the KNX Business Hour, the number one source for business and
consumer news in Southern California.
On national television starting at the age of 26, Frank was the substitute stock market
anchor for Paul Kangas on “The Nightly Business Report” on PBS from 1989 through 1991.
His TV experience also includes anchoring and reporting on WTVJ in Miami where he was
part of the station’s Peabody-Award winning TV coverage of Hurricane Andrew in 1992.
Since joining CBS in Los Angeles in 1992, he served as a spot reporter for KCBS Channel
2 for six years. For ten years, he worked as a reporter and business news anchor on the
KTLA Channel 5 News @ 10 and the Emmy-Award winning KTLA Morning News.
Frank began his news career in high school at the age of 16 at a top-rated FM station in
Miami where he was promoted to News Director at the age of 18. He then joined the
all-news CBS station in Miami where he was morning news anchor, reporter and news/talk
host for 11 years. During that time, he provided the live descriptions of all space shuttle
launches for the CBS Radio Network from 1985 through 1991 and he was an eyewitness to
the 1986 Challenger disaster at the Kennedy Space Center.
He is frequently called to lead some of the highest profile business discussions including
economic forecast events for the Los Angeles County Economic Development Corporation,
California State Forum, The Milken Institute, Los Angeles County Business Federation,
UCLA Anderson School of Management, and the Association for Corporate Growth.
Frank is also an instructor at the Annenberg School for Communication at USC, teaching
the “Newsradio” class he created.
Frank has won numerous awards from the AP, UPI, RTNDA, Florida Medical Association,
L.A. Press Club and the Radio-TV News Association of Southern California including two
Golden Mikes, one for radio and one for television reporting in Los Angeles. He served as
President of the Florida Associated Press Broadcasters in 1988 and 1989.
He currently serves as Executive Board of Directors Member of the Concern Foundation
for Cancer Research in Beverly Hills, Vice President of the LA Chapter of The Society of
Professional Journalists, and Board Member of the Radio and Television News Association
of Southern California.
5

THE JUDGING PROCESS
Earlier this year, The M&A Advisor issued a Call for Nominations to all M&A,
Financing and Turnaround professionals who were under the age of 40
before January 1, 2011 to participate in the 2nd Annual 40 Under 40 M&A
Advisor Recognition Awards.
To qualify the nominees, The M&A Advisor Awards research team used
Capital IQ to access both real-time and historical information on the
candidates during the nomination vetting process.
A panel of eight independent judges, chosen for their individual accomplishments
and industry expertise, were then selected to evaluate the qualified nominees.
The members of the 2011 Judging Panel were:
Robert “Bobby” Blumenfeld, Executive Director, ACG New York
John K. Castle, Chairman and CEO, Castle Harlan, Inc
Lee Duran, Partner, Private Equity Practice Leader, BDO USA, LLP.
Steven H. Goldberg, Partner & Co-Chairman, Transactions Practice
Team, Baker Hostetler
Albert Koch, Vice Chairman & Managing Director, Alix Partners
Gordon McCoun, Vice Chairman & Senior Managing Director, FD
J. Scott Victor, Partner & Managing Director, SSG Capital Advisors, LLC
Bernard Zaia, Managing Director, Wells Fargo Securities
The candidates were judged, in the security of a Merrill Datasite virtual
data room, on the following four criteria:
• Career milestones attained prior to age 40
• Professional contributions to a company, clients or industry
• Community/charitable contributions to humanity
• Unique individual circumstances
On June 15, The M&A Advisor proudly announced the selection of 40
Finalists and 40 Winners who are being celebrated here tonight.
6

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SAVE THE DATE:
November 2, 2011
TIME:
6:00PM - 9:30PM
LOCATION:
Gotham Hall, 1356 Broadway
Exclusive VIP Registration
for PE & IB - Invitation ONLY
www.acgnyc.org or Call
212.249.8700
9 th ANNUAL PE WINE TASTING GALA
Come taste the worlds’s best wines presented by the
Tri-State area’s leading private equity firms
Private Equity Exhibitors Confirmed to date:
Apta Capital LLC FdG Associates Pouschine Cook Capital Mgmt
Argosy Private Equity G.L. Ohrstrom & Co. Prospect Capital
Audax Group H.I.G. Capital Redborn Capital
Behrman Capital Hammond, Kennedy, Whitney Saw Mill Capital
Bertram Capital High Road Capital Partners Sentinel Capital Partners
Bison Capital ICV Partners Tailwind Capital
Branford Castle Insight Equity The Brookside Group
Charterhouse Group J.F. Lehman & Company The Jordan Company
Clarion Capital Partners Kohlberg & Company The Riverside Company
Cyprium Partners Lake Capital Topspin Partners LBO
Eos Partners MTS Health Investors TSG Consumer Partners
Falconhead Capital Odyssey Investment Partners Viscogliosi Brothers
Wafra Partners
8
ACG New York I www.acgnyc.org I 212.489.8700

AWARDS GALA AGENDA
The Leaderboard Reception
Room 100 - Tropicana Pool
5:30 – 6:00 pm
Awards Gala Cocktail Reception
Heritage Lobby
6:00 – 7:00 pm
Awards Gala Dinner
Blossom Room
7:00 – 9:30 pm
“Summer Splash Bash” After Party
Tropicana Pool Lounge
9:30 – 1:00 am
2011 M&A Advisor Summit
& 10th Annual M&A Awards
December 12-13, 2011 - New York, NY
9

UNDER
2011 AWARD WINNERS
10

2011 AWARD WINNERS
ANDREW APFELBERG is a Partner in the corporate and
securities practice of Rutter Hobbs & Davidoff Incorporated and
a member of the firm’s Executive Committee. He represents middle-market
companies throughout the United States, acting as their outside general counsel
and advising them in significant transactions such as mergers and acquisitions,
private equity and other financings, joint ventures and licensing. He has particular
expertise in the manufacturing & distribution, health & beauty, new media
& entertainment and technology industries. His clients benefit from his strong
business and finance background gained from working for the investment bank Houlihan Lokey Howard
& Zukin prior to attending law school. Andrew brings the resources of his firm to clients through his deep
understanding of their business, industry and strategic goals. Andrew has represented such companies
as Fiji Water LLC and the founder of OPI Products in M&A transactions and Natural Balance Pet Foods in
responding to a product recall. He lives in Los Angeles with his wife and two children and is an avid fan of
the Arsenal Football Club in the English Premier League.
TRIPP BAIRD is a Director and Founding Principal at
Partnership Capital Growth. Mr. Baird has led transactions across a
variety of industries including active sports & recreation, sustainable/natural/
organic consumer products, fair trade, healthy nutrition, wellness and relaxation/leisure.
He is particularly focused on the growing market for social and
sustainable ventures. Mr. Baird also serves on the Advisory Council for the
National Outdoor Leadership School (NOLS). Prior to founding PCGA, he was
a Principal at North Castle Partners, a leading middle-market private equity firm
which has invested over $1.5B across a decade in the health and wellness markets. Prior to his time with
North Castle, Mr. Baird worked as a management consultant for Bain & Company in San Francisco, where
he directed teams of analysts and researchers supporting strategic decisions for a number of Fortune
500 companies. Practice areas of focus included consumer products, M&A, global supply chain logistics,
outsourcing, procurement and financial services. Individual projects he led or participated in resulted in
over $500M in new revenues, and ~$250M in optimization/cost reductions. He previously worked for Goldman
Sachs Global Equities Management Group in London where he focused on Pan-European equities
strategy for the firm, and Fred Alger Management in New York, a growth-focused family of funds where
he provided investment management research & analysis for consumer products. Mr. Baird earned dual
magna cum laude A.B.s from Harvard University.
11

2011 AWARD WINNERS
ANTHONY U. CHOE is a Partner at Brentwood
Associates, a leading consumer-focused, middle-market private equity firm
based in Los Angeles. His expertise spans branded consumer products, restaurants,
direct marketing and e-commerce. He currently serves a member of
the Board of Directors of Chamilia, K-Mac Holdings, Pacific Island Restaurants,
Spectrum Clubs, The Teaching Company and Zoës Kitchen. He also served on
the Board of Directors of Oriental Trading Company and was actively involved
in the corporate development efforts of Bell Sports, Bell Automotive Products
and Clinical Communications. Anthony joined Brentwood Associates in 1996 from Donaldson, Lufkin &
Jenrette, where he focused on mergers & acquisitions, high-yield financings and leveraged buyouts. He
became a principal at Brentwood Associates in 1999 and a partner of the firm in 2004. Anthony is a Phi
Beta Kappa graduate of Harvard with a degree in economics, magna cum laude. Anthony also serves on
the Los Angeles Advisory Board for the Posse Foundation, a national non-profit organization that identifies
public high school students with extraordinary leadership and academic potential who may be overlooked
by traditional college selection processes and sends them in multicultural teams of 10 to partner universities
and colleges.
12

DAVID CONNOLLY is a Partner in Shearman & Sterling
LLP, a New York Mergers & Acquisitions Group, where he represents multinational
corporations and financial institutions in acquisitions and sales of public
and private companies and their assets, solicited and unsolicited transactions,
takeover defense strategies, joint ventures and corporate governance matters.
David’s clients include Corning, Danone, IntercontinentalExchange, Thomson
Reuters and Viacom. David most recently represented Thomson Reuters in the
sale of its Barbri bar exam test preparation business. David’s clients also include
professional sports franchises and their owners, including Fenway Sports Group (owner of the Boston Red
Sox, Liverpool Football Club, New England Sports Network and half of Roush Fenway Racing), Manchester
City Football Club, and a co-principal owner of the New Jersey Devils. David recently represented
Fenway Sports Group in its acquisition of Liverpool Football Club, its agreement to become the worldwide
marketing and sponsorship representative for LeBron James, and in LeBron James’ acquisition of an
ownership interest in Liverpool Football Club. Both Chambers and Legal 500 have recognized David for
his representation of sports franchises and their owners. David received his B.A. from College of the Holy
Cross and his J.D. from Fordham University School of Law. He and his wife, Kerry, live on Long Island,
New York with their three sons, Brendan, Matthew and Sean.
ALYSA CRAIG (KURGANSKA) is a Director at Tegris
Advisors, LLC. She has twelve years of investment banking experience at
Tegris, Deutsche Bank, Rothschild and Credit Suisse. Ms. Craig has successfully
executed over $30 bn of M&A, capital markets, and lending transactions
across a number of industries and geographies. Prior to her investment
banking career, Ms. Craig worked for Price Waterhouse advising on Ukraine’s
post-Soviet privatization program. Ms. Craig holds an MBA degree with concentration
in Finance and Accounting from The Wharton School at the University of
Pennsylvania. She received her undergraduate degree, Summa Cum Laude,
from The Kiev National University (the top academic institution in Ukraine), and studied Economics and
Business Administration in Kyoto, Japan. Ms. Craig has been involved with a number of non-profit causes.
In cooperation with the Ukrainian Institute of America, she led several successful NYC fundraisers benefiting
Ukrainian healthcare. She has mentored inner-city high school students with Minds Matter of NYC and
raised funds for that organization. She also led several projects for the Taproot Foundation, providing probona
consulting to the New York City not-for-profits.
13

2011 AWARD WINNERS
JARET L. DAVIS is the Co-Managing Shareholder for the Miami
office of the international law firm of Greenberg, Traurig, P.A. A principal
shareholder in the firm’s corporate and securities department, Jaret has represented
numerous public companies with a particular focus on the IT and health
care/biotech sectors. Most recently, Jaret served as lead shareholder of the
legal team representing Terremark Worldwide, Inc. in connection with its acquisition
by Verizon Communications, Inc. The acquisition was Verizon’s largest since
its acquisition of MCI in 2005, boasting an equity valuation of approximately $2
billion and an enterprise valuation of approximately $2.5 billion, and served as a catalyst for M&A activity
within the entire IT infrastructure sector. He has also served as primary M&A counsel for a variety of other
public companies and funds. He has been recognized by a number of publications, including as a “Top
Dealmaker of the Year” by the Daily Business Review in 2010 and a “Key Partners Award” Finalist in the
field of Corporate Finance/M&A by the South Florida Business Journal. He currently serves on a number of
boards, including those of Miami Children’s Hospital, the American Diabetes Association, Friends of Little
River, the Miami Coalition of Christians and Jews, and City Year.
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14

1800 Attorneys in 32 Locations°
www.gtlaw.com
Congratulations to our clients, friends and
colleagues for being selected as recipients and
finalists of this year’s
40 Under 40 M&A Advisor
Recognition Awards.
We especially congratulate award recipient
Jaret L. Davis, Co-Managing Shareholder
of Greenberg Traurig’s Miami office.
ALBANY | AMSTERDAM | ATLANTA | AUSTIN | BOSTON | CHICAGO | DALLAS | DELAWARE
DENVER | FORT LAUDERDALE | HOUSTON | LAS VEGAS | LONDON* | LOS ANGELES | MIAMI
NEW JERSEY | NEW YORK | ORANGE COUNTY | ORLANDO | PALM BEACH COUNTY
PHILADELPHIA | PHOENIX | SACRAMENTO | SAN FRANCISCO | SHANGHAI | SILICON VALLEY
TALLAHASSEE | TAMPA | TYSONS CORNER | WASHINGTON, D.C. | WHITE PLAINS
Greenberg Traurig is a service mark and trade name of Greenberg Traurig, LLP and Greenberg
Traurig, P.A. ©2011 Greenberg Traurig, LLP. Attorneys at Law. All rights reserved. Contact: Rick Giusto
in Miami at 305.579.0500. °These numbers are subject to fluctuation. 12446
15

Congratulations
2011
40 UNDER 40
Award Winner
MILLER BUCKFIRE
16

2011 AWARD WINNERS
JAMES DOAK is a Managing Director of Miller Buckfire &
Co., LLC and one of the leaders of the firm’s core restructuring practice. In
eleven years at Miller Buckfire, Jim has represented distressed borrowers and
constituents through restructuring waves in the telecommunications, automotive
and gaming industries, maximized realizable value in industries experiencing
secular declines, including textiles, horse racing and directories, and led asset
sales across a range of industries including pharma manufacturing, datacenters
and silk worm farms. Jim has advised parties in the United Kingdom, Brazil, and
Ukraine, and been sought out for his restructuring experience in union and multi-employer pension plan
issues. Currently, Jim is leading Miller Buckfire’s collaborative efforts with Stifel Financial, which recently
made a significant minority investment in the Firm. Mr. Doak has JD/MBA and undergraduate degrees from
Harvard University, and dedicates time to improving the teaching of restructuring within MBA programs
through guest lecturing, participating on conference panels and judging case competitions. In his community
of Pelham, New York, Jim is a Deacon and Steward of the Community Church of the Pelhams and
active in county-level politics. Finally, with three daughters under the age of five, Jim’s skills in resource
allocation, creative negotiation, and restructuring are put to active use at home.
KRISTINE DUNN is a banking Partner in the Los Angeles office of
Skadden, Arps, Slate, Meagher & Flom LLP, representing Fortune
500 companies, private equity firms and investment banks and other financial
institutions on financings in a wide variety of industries, including real estate,
gaming, media, telecommunications, technology, retail and manufacturing.
Throughout the course of the business cycle, Ms. Dunn provides counsel in a
broad range of transactions such as acquisition financings, leveraged buyouts,
bridge loans, asset-based loans, first lien/second lien financings, subordinated
debt, mezzanine financings, out-of-court restructurings and other types of
complex and traditional financings. Recently, Ms. Dunn advised McKesson Corporation in the financing
aspects of its $2.2 billion acquisition of US Oncology; The Gores Group in the financing of its acquisition
of a controlling stake in Stock Building Supply Holdings; BNP Paribas and Bank of America, N.A.
in connection with multiple financings for Fluor Corporation; and the special committee of the board of
directors of The Gymboree Corporation in the banking aspects of its $1.8 billion acquisition by Bain Capital
Partners, LLC.
17

Skadden, Arps, Slate, Meagher & Flom LLP
M&A Advisor
40 Under 40
Recognition Award
We salute all of tonight’s recipients and,
in particular, our colleagues and friends
Kristine Dunn
and
Edward Micheletti
Beijing | Boston | Brussels | Chicago | Frankfurt | Hong Kong | Houston | London
Los Angeles | Moscow | Munich | New York | Palo Alto | Paris | São Paulo | Shanghai
Singapore | Sydney | Tokyo | Toronto | Vienna | Washington, D.C. | Wilmington
18

2011 AWARD WINNERS
SCOTT MAGUIRE ESTILL is Co-Founder & Director
at Coady Diemar Partners. He started his career at TAG Associates,
a family office fund of hedge funds and then managed money at Hambrecht
& Quist. Mr. Estill then joined the Investment Banking division at Donaldson,
Lufkin & Jenrette and later Credit Suisse after the two firms merged. He is
currently a co-founder of Coady Diemar Partners, a boutique investment bank
based in New York. Coady Diemar Partners (“CDP”) provides financial and
strategic advisory and private capital market investment banking services to its
clients. CDP is a valued partner to management teams, boards of directors and investor groups who seek
high-quality, objective advice and institutional capital-raising expertise in support of building successful
enterprises. Scott holds an MBA from both Columbia Business School and London Business School, a
BA in both Economics and Finance from Gettysburg College, and graduated from the INSTEP Economics
Program at Cambridge University in England. Mr. Estill’s affiliations include East Harlem Tutorial Program
(former tutor and Board Member), Minds Matter (NY based tutoring organization for high risk students) and
Street Wise Partners (NY based program that provides job training to older, low-income individuals). Scott
is married with three children and his interests include soccer (former professional for Cambridge United),
golf, reading, skiing and squash.
TIM JOSEPH FAZIO co-founded Atlas Holdings LLC in 2002
and serves as a Managing Partner. Atlas Holdings is an industrial holding
company and private equity fund that operates 10 platform companies with
approximately 65 facilities throughout North America and Europe, generating
in excess of $2.5 billion of revenue annually. Atlas acquires businesses
embroiled in complex situations, including bankruptcies, restructurings and
challenging corporate spin-offs, or with intractable problems, including litigation,
environmental issues, labor disputes and unrest, and challenged relations with
government or other community stakeholders. Prior to co-founding Atlas Holdings, Tim was a Principal of
Pegasus Capital Advisors, L.P., a private investment partnership with approximately $2 billion of capital
under management, focusing on control investments in middle-market companies at points of stress or
significant change. Tim joined Pegasus in 1999 after 3 years with Interlaken Capital, Inc., a private equity
concern focusing on contrarian style investments in middle-market companies. Tim is a graduate of the
College of Arts and Sciences and the Wharton School of Business at the University of Pennsylvania where
he was awarded the 1996 Alumni Award of Merit.
19

2011 AWARD WINNERS
BRIAN S. GALISON is a Partner of Nelson Mullins Riley
& Scarborough LLP in the Atlanta office, where he practices corporate
and securities law with an emphasis on mergers and acquisitions and venture
capital transactions. His practice also includes private placement and public
offering transactions for companies, private equity firms, and investment
banks. Mr. Galison’s corporate clients range from emerging companies
focusing on, among others, the technology, media, advertising and financial
services industries to private and public middle-market companies focusing
on, among others, the construction, manufacturing, health care, defense, technology and financial
services industries. Mr. Galison developed his practice while serving as an associate to O’Melveny &
Myers LLP (f/k/a O’Sullivan LLP) in New York, and another large firm headquartered in Atlanta. In 2010,
Georgia Super Lawyers magazine selected Mr. Galison as a Georgia “Rising Star.” Mr. Galison earned
his Juris Doctor, with honors, from Emory University School of Law. He earned a Bachelor of Arts from the
University of Michigan. Mr. Galison has also served as an adjunct professor teaching Venture Capital Law
at Emory University School of Law.
JEAN GRASSO is a Managing Director at Wells Fargo
Capital Finance and manages the west coast Loan Sales & Syndications
team. She is based in Santa Monica, California. Wells Fargo Capital Finance
is a leading provider of senior secured financing to companies nationwide.
Jean joined Wells Fargo Capital Finance in 1999. Since then, Jean has been
responsible for structuring and syndicating senior secured loans ranging
in size from $50 million to more than $1 billion for corporate restructurings,
recapitalizations, mergers and acquisitions, leveraged buyouts and dividend
recapitalizations. In 2010, Ms. Grasso managed a team responsible for
the syndication of over $11 billion in senior secured loan volume. Jean is a
recipient of Wells Fargo’s Golden Spoke award which is given to team members who have demonstrated
excellence in sales and service. Prior to Wells Fargo Capital Finance, Jean worked for The CIT Group for
six years in various underwriting and portfolio management positions. Jean earned her bachelor’s degree
in Economics from UCLA and she earned her MBA from the Anderson Graduate School of Management
at UCLA. Jean is an active member of the Commercial Finance Association, the Turnaround Management
Association and the Association for Corporate Growth. Outside of work, Jean is on the board of the
Children’s Music Fund.
20

CHELSEA A. GRAYSON is a Partner at Jones Day. She
started as a summer associate in 1997 and worked her way up through the ranks
to make partner in the mergers & acquisitions group. Chelsea has developed relationships
with a robust group of prestigious local public and private companies
and investment banks. As a result, she has led many high profile transactions,
counting among them the largest transaction ever closed in the Jones Day Los
Angeles office. Chelsea is the Chair of Jones Day’s Los Angeles corporate
practice, she co-chaired Jones Day’s California Future Markets Task Force as
well as its California Integration Committee, and she chaired Jones Day’s California Transactional Business
Development Committee. Chelsea is a frequent speaker and published author on the notorious quirks and
intricacies that arise in transactions involving a California entity or person, and on other mergers & acquisitions
and practice-related topics. Chelsea sits on the board of the American Jewish Federation’s Legal
Division. She also runs the Holocaust Reparations Clinic at Jones Day, as a part of Bet Tzedek’s Holocaust
Survivors Justice Network. She has also recently committed to participate in the Los Angeles Center for
Law and Justice project for advocacy in domestic violence and custody trials.
Congratulations
40 Under 40 Award Winners & Finalists
Lazard Middle Market
is proud to sponsor the
M&A Advisor Recognition Awards
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21

2011 AWARD WINNERS
MARIANNE HALVORSEN is a Vice President at Lockton
Companies, LLC. She has held many key business development and client
relationship roles during her career. Since leaving Norway in 1999, Marianne
has pursued her dreams with verve and intensity. After completing two masters
in business, she joined an insurance brokerage firm as a reinsurance associate.
From an entry-level role, Marianne rose quickly to become a successful broker
in the competitive New York City insurance market. Marianne brings energy and
strong relationships to the Lockton Northeast insurance marketplace. She is
outstanding at partnering with Lockton’s client service teams and clients to provide the perfect insurance
program. Since the fall of 2008, Marianne has been teaching a CPCU 560 (Financial Institutions) class at St.
Johns University. She also served on the CPCU Idea Committee, which is dedicated to ongoing development
of the CPCU program. Marianne applies her talents outside of the professional sphere to her work on
the board of Creative Offering, an organization which “connects people willing to offer their talents and services
to the socially-beneficial organizations that need them.” She also serves on the boards of the CPCU
Society, the Norwegian Chamber of Commerce Young Associates and Scandinavian American Society.
Lockton congratulates our own
Marianne Halvorsen
Vice President, Producer
Lockton Companies, LLC
For being named to
The M&A Advisor’s 40 Under 40.
One of thousands of Lockton
Associates who puts clients first.
www.lockton.com
WE LIVE SERVICE! ® Insurance • Risk Management • Employee Benefits
© 2011 Lockton, Inc. All rights reserved.
22

DAVID IVERSON is a Managing Director at Lazard Middle
Market where he has worked for more than ten years. Mr. Iverson co-heads
the food and agriculture practice and is the lead relationship banker for the
firm’s business in Canada. His food and agriculture experience includes working
with businesses in virtually every sector of the food chain, including animal
production, food processing, branded food products, food service, and retail.
Mr. Iverson has worked with food and agriculture clients on both buy-side and
sell-side mergers and acquisitions, refinancings and capital raises, restructurings,
and public market work. Previously Mr. Iverson was a director in the corporate accounting and
finance department at Deluxe Corporation, a $2 billion diversified manufacturing and technology holding
company. Prior to Deluxe, Mr. Iverson was an accountant with the entrepreneurial advisory services group
of Coopers & Lybrand (now PriceWaterhouseCoopers) where he worked with a number of food and agriculture
clients. Mr. Iverson is a certified public accountant. He received a Master of Business Administration
degree from Harvard Business School and undergraduate degree in Business Administration from the
University of Notre Dame.
ALEXANDER B. JOHNSON is a New York-based Partner
in the corporate / M&A department at Hogan Lovells US LLP, a leading
2,500 lawyer global law firm. Alex advises clients on U.S. and cross-border
mergers and acquisitions and also counsels clients on a broad range of
corporate-related matters. Alex is particularly well known for his work in the
Technology, Media & Telecommunications (TMT) sector where he has handled
numerous transactions for some of the world’s leading media companies, including
News Corporation, NBC Universal, MySpace, Hulu, Dow Jones, Harper
Collins, Fox Entertainment Group, On2 Technologies, Onexim Sports, and IGN Entertainment. He recently
advised News Corporation on its sale of MySpace. Alex has also handled many notable M&A transactions
in various industries outside of the TMT sector, including Trizec’s $8.9 billion acquisition by The
Blackstone Group and Brookfield Properties, Martek Biosciences’ cross-border $1B acquisition by Royal
DSM, Norilsk Nickel’s $6.3B acquisition of LionOre Mining, and UnitedHealth Group’s $775M acquisition
of Fiserv Health. Alex also has served as an adjunct professor at Fordham University School of Law where
he taught a class on mergers and acquisitions. He received his J.D., cum laude, from Fordham University
School of Law in 1996.
23

2011 AWARD WINNERS
24
GLEN KUNOFSKY is a Senior Vice President and Senior
Director of the National Retail Group and Net Leased Properties Group of Marcus
& Millichap Real Estate Investment and Managing Director of STNL
Advisors. Mr. Kunofsky has a track record of acquiring, managing and brokering commercial
properties and businesses throughout the United States. He is an authority in
the field of Net Leases and Disposition Transactions. Mr. Kunofsky has a long list of
loyal clients including some of the nations largest institutional real estate companies
including publicly traded REITS, private equity funds, hedge funds and high net worth individuals. He has also
structured Disposition programs for some of the largest retail companies and franchisees in the country. His clients
include Couche-Tard, Lehigh Gas Corporation, Carrols Corporation, Ruth’s Hospitality Group, Inc., Golden
Corral Restaurants, Sentinel Capital Partners, Golden Gate Capital/On The Border Restaurants, Meritage
Hospitality and Development, and numerous others. Mr. Kunofsky has a long track record closing over 1,400
properties with an aggregate value of approximately $2.5 billion dollars, including over $225 million in each of
the past three years.
NATASHA LABOVITZ is a Partner in the Restructuring Group of
Kirkland & Ellis LLP. Ms. Labovitz has extensive experience in complex corporate
restructurings, representing debtors and creditors in all aspects of the restructuring
process. Ms. Labovitz has represented companies and boards of directors in connection
with numerous chapter 11 cases, financings, asset dispositions and out-of-court
restructurings. Ms. Labovitz also has significant experience in complex cross-border
insolvencies. Most recently, she advised Chemtura Corporation in its highly successful
2010 restructuring that provided 100% recovery to creditors and delivered value to
pre-bankruptcy equity holders, along with resolved billions of dollars in asserted tort liabilities and environmental
claims. In March 2010, Ms. Labovitz was selected as one of Law360’s “Rising Stars,” a list of ten bankruptcy
attorneys to watch under 40. In April 2009 Natasha was selected by Turnarounds & Workouts as an “Outstanding
Young Restructuring Lawyer.” She has twice been the recipient of Kirkland & Ellis’s Pro Bono Service award
(2009 and 2010) in recognition of her work on behalf of The Big Apple Circus. Ms. Labovitz is active in the International
Women in Restructuring (IWIRC) and the International Women’s Insolvency & Restructuring Confederation.
She is the co-author of numerous articles published in industry and general circulation legal publications.
Marcus & Millichap Congratulates Glen Kunofsky!
Marcus & Millichap congratulates Glen Kunofsky on his selection to the 2011 M&A Advisor’s
“40 under 40.” Glen’s ability to structure complex real estate transactions and source aggressively priced
sale-leaseback capital has made him an invaluable partner to many Private Equity Firms. His role
as a key advisor to M&A transactions has allowed him to consistently be a key partner to his clients.
Glen D. Kunofsky
Senior Vice President Investments
Manhattan Office
(212) 430-5115
glen.kunofsky@marcusmillichap.com
www.nnnpro.com

2011 AWARD WINNERS
MIROSLAV LAZAROV is a Director of the energy group at
McGladrey Capital Markets LLC,. Mr. Lazarov was born in Bulgaria
and grew up in Africa, attending a Russian boarding school. As a teen he
developed an interest in the oil and gas industry. Although he spoke no English,
the 18-year old valedictorian decided to pursue an undergraduate degree in the
United States. After just four years at California State University, Northridge,
he obtained fluency and graduated Summa Cum Laude with a BS in finance
and a minor in economics. Soon after, he became a chartered financial analyst
and began working in investment banking. Since joining McGladrey Capital Markets, Lazarov has been
promoted four times in eight years. He is the youngest banker to be awarded the title of Director. Under
his leadership in 2010, the energy team closed three deals, including the recapitalization of Global X-Ray
by Platte River Ventures for which Lazarov was awarded M&A Advisor’s “Energy Deal of the Year – Under
100 Million.” Recently he was appointed chief liaison between McGladrey Capital Markets and ACAL
Consultoria - McGladrey’s affiliate in Brazil- to assist in building a successful middle-market investment
banking practice in South America.
ANTON J. LEVY is a Managing Director at General Atlantic,
a global growth equity firm where he has worked since 1998. Mr. Levy works in
General Atlantic’s New York City office where he heads General Atlantic’s Global
Internet and Technology practice and serves on the firm’s Executive Committee.
Mr. Levy has worked closely with many of General Atlantic’s portfolio companies
and is a director of several portfolio companies including Affinion Group, AKQA,
Gilt Groupe, Mercado Libre (NASDAQ: MELI), Network Solutions and Red
Ventures, and manages a number of the firm’s other investments in the internet,
marketing services and media areas. He formerly served on the boards of Dice Holdings (NYSE : DHX)
and Zantaz Corporation. Prior to joining General Atlantic, Mr. Levy was an investment banker with Morgan
Stanley & Co. where he worked with the firm’s technology clients. Mr. Levy is involved in a number of
educational and non-profit organizations, including serving on the Board of Directors of WNYC, New York
Public Radio and Streetwise Partners, where he serves as Vice Chairman. Mr. Levy received a B.S. from
the University of Virginia with degrees in Finance and Computer Science, and his M.B.A. from Columbia
University Graduate School of Business, graduating both with highest honors.
26

2011 AWARD WINNERS
SAIF MANSOUR is the Founder and Managing Partner of
Breakwater Investment Management, LLC. Breakwater is a private
investment firm which specializes in direct investments of growth capital to leading
lower middle-market businesses. Saif serves as Chairman of Breakwater’s
investment committee and is responsible for origination, structure, execution and
oversight of the firm’s investment portfolio and advisory positions. Prior to founding
Breakwater, Saif worked in the venture capital industry for The Avram Miller
Company where he managed Mr. Miller’s personal investments in early-stage
companies. He also served as Strategy Consultant to the Office of the President at Union Bank of California,
where he focused on market and financial analysis of strategic bank initiatives including mergers and
acquisitions. Mr. Mansour is committed to philanthropic service to the local and global community. He currently
sits on the Leadership Council for The Posse Foundation – Los Angeles is an active mentor for Big
Brothers Big Sisters of Los Angeles and is a founding member of Conservation International’s Generation
Council. Mr. Mansour graduated with a bachelor’s degree in International Relations from Brown University.
During his time at Brown, Mr. Mansour competed for the Brown Men’s Division I Soccer Team.
KAREN L. MARTIN is a Managing Director in the BMO
Capital Markets Mergers & Acquisitions Group. Karen brings
over 17 years of experience to clients in the food, consumer and retail sectors.
She has advised clients on transactions ranging from leverage recapitalizations,
outright sales, divestitures, transformative and tuck-in acquisitions to
hostile takeover defense. For F2010, she led her U.S. peer group as the firm’s
#1 producer of revenue. Some of Karen’s recent transactions include: KeHE
Distributors’ acquisition of Tree of Life from Royal Wessanen; Arbor Private
Investments’ sale of Great Kitchens Inc to ARYZTA; and VMG’s sale of Waggin’ Train to Nestle / Purina.
Karen has earned recognition among clients and peers for her mid-cap expertise, helping owners and
managers navigate the biggest deals of their careers and generate shareholder value. She is committed
to excellence in execution and providing clients with honest advice, including when not to pursue a deal.
Karen received her bachelor’s degree in Philosophy from DePauw University in Greencastle, IN and her
MBA from University of Chicago Graduate School of Business. Outside of her professional responsibilities,
Karen is the Chair of the Board at Volunteers of America of Illinois.
28

CONGRATULATIONS
Kevin Mayer
and all Winners & Finalists
of the 40 Under 40 Awards
29

2011 AWARD WINNERS
KEVIN J. MAYER is Director at Western Reserve
Partners. He has over 13 years of investment banking and financial advisory
experience, including work on over 50 M&A assignments. He has experience
across a wide spectrum of corporate finance but has focused his career on
serving public and private middle market companies and private equity firms
operating primarily in the industrial sector. Prior to joining Western Reserve,
Mr. Mayer was a Vice President within the Mergers and Acquisitions group at
KeyBanc Capital Markets and McDonald Investments. He has also worked at
Thayer Capital Partners, a middle-market private equity firm based in Washington, D.C., and Robertson,
Stephens & Co., an investment banking firm based in San Francisco, CA focused on emerging growth
companies. He also has experience working with early stage companies, in both advisory and investment
capacities. Mr. Mayer is a member of Rainbow Babies and Children’s Hospital (#4 children’s hospital in
the nation by U.S. News and World Report) National Leadership Council. He is also active in fundraising
efforts for the United Way and the Yale Alumni Association and formerly served as a trustee for the Ohio
Venture Association. Mr. Mayer received his B.A. in Political Science from Yale University and his M.B.A.
from the Kellogg School of Management at Northwestern University.
CHARLES MAYNARD, Senior Managing Director of Business
Development Asia (“BDA”) co-founded the firm in 1996 at
the age of 25. BDA is now the largest boutique specializing in Asian M&A with
offices in Shanghai, Hong Kong, Tokyo, Seoul, Mumbai, Bahrain, London and
New York. In 2010, BDA closed transactions for companies including Areva, AXA
Private Equity, Cookson plc, Pfizer and the Weir Group plc. Charlie is currently
based in New York, has previously worked in Hong Kong, Singapore and Tokyo,
and is moving to Beijing in 2012. From 2002 to 2005 he was based in Tokyo
and established BDA’s office there and in Seoul. He has advised on a number of
transactions throughout the region, including the divestment of Cookson plc’s epoxy molding compounds
business to Panasonic, Global Power Equipment Group’s HRSG business to Austrian Environment &
Energy and the divestment of Fedders’ air conditioning assets to various buyers. Prior to setting up BDA,
he worked for the Jardine Matheson Group. Charlie was educated at Oxford University (MA Hons, Geography)
and holds a Certified Diploma in Accountancy and Finance from the ACCA.
30

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Castle Harlan, inc.
32

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34

2011 AWARD WINNERS
MICHAEL METZGER is a Principal at Covert & Co. (www.
covertandco.com), a next-generation investment bank providing premium
M&A and financing services to Internet, media and technology companies. Michael
has over 15 years of investment banking and operating experience in the
digital media, Internet, mobile and technology sectors. Previously, Michael was
a Vice President at New Century Capital Partners and advised Yahoo’s Mobile
Marketing and Advertising group. Michael has also held senior management
and engineering positions at AT&T, IBM and Mindspeed. He holds 5 patents in
the field of Communications, and he also serves as a Board Director of the German American Business
Association (GABA) and as a Vice-Chair of the Southern California Chapter. Michael was raised in Stuttgart,
Germany and received an MSEE from University of Ulm, Germany, and an MBA from the University
of California, Los Angeles (UCLA) Anderson School of Management.
EDWARD B. MICHELETTI is a Partner at Skadden,
Arps, Slate, Meagher & Flom LLP. He has represented clients in
many of the most significant deal-related litigation matters in Delaware over
the past decade at both the trial court and appellate levels. From Omnicare
and Toys “R” Us to high-profile wins for Activision, CME Group and Lyondell/
Basell, he has handled litigation related to more than $200 billion in deals in
the past three years alone. In the past year, Mr. Micheletti has successfully
represented: XTO Energy, Inc. in litigation arising out of an approximately $41
billion transaction with Exxon Mobil Corp.; Qwest Communications in litigation arising out of a nearly $22
billion transaction with CenturyLink; arguments at every stage of litigation for Activision in connection
with its groundbreaking $18.9 billion transaction with Vivendi, S.A.; The Coca-Cola Company in litigation
arising out of the company’s approximately $12.3 billion transaction with its bottling company, Coca Cola
Enterprises; Novell Inc. in shareholder litigation challenging the $2.2 billion acquisiton of the company by
Attachmate Corp.; and Citigroup Inc. in litigation arising from Discover Financial Services’ $600 million
merger with Student Loan Corporation, a Citigroup subsidiary. Mr. Micheletti’s experience extends well
beyond deal litigation, frequently handling securities and complex commercial litigation in state and federal
courts around the country.
35

Congratulations to all
40 Under 40 Winners
At Conway MacKenzie, our people are our most important asset.
That’'s why we are so proud to recognize and support Chuck Moore
as one of the M&A Advisor’'s "40 Under 40" winners. Congratulations
to Chuck and to all recipients of this prestigious honor.
Turnaround & Crisis Management | Transaction Advisory | Litigation Support | Valuation & Forensic Analysis
Across industries and across the country, Conway MacKenzie helps healthy companies
grow and troubled companies get back on track. Contact us at 213.291.2547 to
find out how we help our clients improve their performance and profitability.
ATLANTA | CHICAGO | DALLAS | DAYTON | DETROIT | FRANKFURT | HOUSTON | LONDON | LOS ANGELES | NEW YORK
www.CONWAYMACKENZIE.com
36

2011 AWARD WINNERS
CHARLES M. MOORE is a Senior Managing Director at
Conway Mackenzie, Inc. He provides crisis management and turnaround
consulting services to under-performing companies in the automotive,
manufacturing, distribution, gaming, governmental, construction, and real estate
industries. Working for debtor, creditor and customer constituents, Mr. Moore
has negotiated and executed debt restructuring and reorganization transactions
in both out-of-court and Chapter filing settings, and provides assistance in
planning and executing the sale and liquidations of businesses. Mr. Moore also
has extensive experience with defined benefit pension plans and other post-retirement employee benefits.
He is accomplished in both financial and operational aspects of corporate revitalization. Before joining
Conway MacKenzie in 2001, Mr. Moore was the Chief Financial Officer of a privately owned automotive
supplier. Mr. Moore is a Certified Turnaround Professional and a Certified Public Accountant. He received
his Masters of Business Administration and his Bachelor of Arts from Michigan State University, and
frequently conducts presentations and gives interviews on matters involving insolvency and reorganization.
In 2008, he was honored by Crain’s Detroit Business through selection to the class of ““40 Under
40”” and in 2006, he was named one of twelve “‘People to Watch: Business Professionals Making Their
Mark’” by Turnarounds & Workouts magazine. Most recently, Mr. Moore was appointed to the Legislative
Commission on Government Efficiency, a nine person task force charged with identifying ways to improve
the State of Michigan’s finances.
MARTIN OKNER is the President and CEO of S. H. Martin &
Company, Inc., a strategic advisory firm to middle-market companies and
private equity in consumer goods, services, and specialty retail. Marty has 15
years of operational experience in the consumer goods industry. He has held
executive level positions, running global teams across a variety of functions;
Sales, Marketing, Strategic Planning, Customer Marketing, and Demand
Planning. Marty has worked on over 25 new product launches, led SKU
optimization at Revlon, and brand restages in a variety of categories. While at
Cadbury, his team won 2005 Supplier of the Year from Wal-Mart Stores, Inc.. He is quoted in numerous
publications, namely Chain Drug Review, and the Mergers and Acquisitions Journal. Marty holds an MBA
from Fordham University in Corporate Finance, and a Bachelor of Arts degree in Political Science from
Seton Hall University where he graduated Summa Cum Laude. He chairs programming for ACG NY. He is
an adjunct professor of Marketing at Parsons, The New School for Design at Fordham Graduate School of
Business. Marty is also co-chair of the American Museum of Natural History Junior Council, and actively
supports the Children’s Tumor Foundation.
37

2011 AWARD WINNERS
RONAN O’SULLIVAN is the Chair of the London office and
Vice Chairman of the global Corporate Department of Paul Hastings.
Mr. O’Sullivan focuses his practice on capital markets and corporate finance,
with emphasis on mergers and acquisitions and securities offerings. He
has also considerable experience in private and public takeover work, joint
ventures and domestic and cross-border restructurings. Recent transactions
on which he has advised include: Jacobs Engineering Group Inc. in its US$900
million acquisition of the Process and Construction business from Oslo-listed
Aker Solutions ASA; Passport Capital on its requisitioning of an EGM and proxy battle with AIM listed
Vietnam Fund JSM Indochina Limited; VISA International on its subscription for 15% of the issued share
capital of AIM listed Monitise plc; Spazio Investment on its €130m hostile takeover by Laxey Partners
and its accelerated buy-back by way of tender offer managed by Deutsche Bank; Spazio Investment
N.V., Pirelli RE, and Cypress Grove on the €380 million listing on AIM of Spazio Investment; Education
and Media Publishing Group on its €8 billion debt for equity restructuring, and Reliance Communications
on its acquisition of Vanco PLC (out of administration) and its acquisition of a controlling stake in eWave
World Limited. Mr. O’Sullivan graduated with an LL.B from Trinity College, Dublin in 1994 and with a BCL
from St Edmund Hall, Oxford University in 1995, in which he obtained first class honours.
RICHARD M. POWELL is the Co-Founder and Sr.
Managing Director of AP Capital Partners, a middle-market private
equity firm in Orlando, Florida. APCP’s portfolio has grown to annual revenues
of $1 billion and employs over 6000 people. Prior to APCP, Mr. Powell was an
Associate in the Emerging Markets Group at Bear Stearns. He has worked on:
LBOs, sponsor-backed Management Buyouts, Debt Financings, IPOs, Mergers
& Acquisitions, and Equity & Credit Derivatives. Prior to his career in finance,
Mr. Powell was the Co-Founder and CEO of Fuxito Worldwide. Mr. Powell
serves on the boards of eServices and the Victoria Mutual Building Society. He
is also a founding member of the Orlando chapter of ACG and the 1420 Foundation. Mr. Powell is currently
involved in the Harvard and Andover Alumni Associations. He is a member of the Young Presidents
Organization, The Marathon Club, the Leverage Alliance, TiE Florida, and the Archipel Group. He was also
recognized by the Orlando Business Journal as a “40 under 40” leader and was selected by the World
Economic Forum as a Young Global Leader. Mr. Powell has been recognized as a rising star in global
finance, and has spoken at Harvard, MIT Sloan, Northwestern University and numerous ACG events. He
graduated with an AB in Economics from Harvard University, as a Robert Winthrop Scholar.
38

NISHEN M. RADIA is a Co-Founder and Managing
Director of FocalPoint Partners LLC, a leading investment banking
firm based in Los Angeles. He has approximately 15 years of experience
advising middle-market and multinational corporations on merger and acquisitions,
debt and equity capital raising, and restructuring transactions. Prior to
FocalPoint, Nishen worked in investment banking at Merrill Lynch in London,
Hong Kong and New York, and at SocGen and ING Barings in London. During
his career, Nishen has successfully advised clients on approximately 50 transactions,
most recently in the middle market where he has applied his bulge-bracket technical expertise
and know-how to his more entrepreneurial client base. He has broad industry expertise as illustrated by a
recent client list which includes preeminent industry leaders such as Integreon (business services); Physicians
Formula (cosmetics); Kate Somerville (skincare); The Apothecary Shops (healthcare); MMA Elite
(branded apparel), ACT Litigation (technology services) and eBridge (technology). Nishen’s relationships
include many leading domestic and multinational corporations, private equity groups, and numerous capital
providers ranging from banks to hedge funds. Nishen graduated with Honors from the University of Bristol,
England and received his MBA with Distinction from Anderson School of Management at UCLA. He has
been regularly quoted in business publications, is active in the community, and is a Board Member of the
VEDC, a leading small business non-profit lender with over $40 million in loan capital. Nishen and his wife
Daisy reside in Marina Del Rey with their two month old daughter Selvi.
SAVE THE
DATE
2012 DISTRESSED INVESTING SUMMIT
Featuring: The 6th Annual Turnaround Awards
MARCH 2012 - PALM BEACH, FL
39

2011 AWARD WINNERS
JEROME S. ROMANO is a Managing Director of TM
Capital Corp. During his tenure at TM Capital, Mr. Romano has completed a
broad range of complex transactions for numerous public and private companies
operating in diverse industries. He has successfully managed buy-side and sellside
M&A transactions, financings and capital raises, restructurings, takeover
defenses and fairness opinions and provided a variety of general corporate
advisory services. His industry focus areas include heavy and light manufacturing,
distribution, retail, consumer products, paper and packaging, real estate
services, aerospace and defense, and healthcare. Mr. Romano is a graduate of Georgetown University,
where he earned a Bachelor’s Degree in Business Administration cum laude with a focus on finance and
management. Mr. Romano also studied at the London School of Economics. Mr. Romano currently serves
as a member of the executive committee and board of the Association for Corporate Growth (ACG) and
has co-chaired the annual ACG New York M&A DealSource event for the past five years. He is a member
of the Turnaround Management Association.
Russia Business and Investment Summit
October 28, 2011 - NEW YORK, NY
40

JONATHAN SALTZMAN is Managing Director and
Co-Founder of Torque Capital Group, a private equity firm investing
in special situations in manufacturing. At Torque, Jonathan takes a central role
in the sourcing, structuring, financing and management of portfolio companies.
Before co-founding Torque, Jonathan was a senior investment professional at
The Cypress Group, a New York-based private equity firm that has invested
over $4 billion in transactions whose total value exceeds $22 billion. Prior to
The Cypress Group, Jonathan sourced and led transactions at BG Strategic
Advisors, a boutique investment bank focused on the supply chain sector, leveraging the operational experience
developed as Corporate Finance Manager for the Amsterdam-based logistics and shipping multinational
TNT N.V. Before TNT, Jonathan worked in Salomon Brothers’ investment bank, where he advised on
a broad array of capital markets and M&A transactions. Jonathan began his career as a public auditor with
Ernst & Young. Jonathan is a Director of J-Pac/Doyen Medipharm (medical outsourced manufacturing)
and TPC/Dynamic Turbine (industrial and aerospace engine parts manufacturing). Jonathan holds an MBA
from The Anderson School at U.C.L.A. and a BBA with highest distinction from Emory University. He is active
in the Turnaround Management Association and the Association for Corporate Growth and charitable
organizations including New York Cares and Cents Ability. Jonathan resides in New York’s Lower East Side
and is an avid tennis player, mountain biker and traveler.
ALEXANDER SHAPIRO is a Director at Tegris Advisors,
LLC. He has over ten years of investment banking, corporate finance and
legal transactional experience at Tegris Advisors, Deutsche Bank and Skadden,
Arps, Slate, Meagher & Flom. Dr. Shapiro has successfully executed a number
of M&A, high yield debt, structured finance, restructuring and lending transactions.
Most recently, Dr. Shapiro has executed a multi-billion dollar cross-border
transaction as part of the Tegris team. Dr. Shapiro has developed numerous
relationships with large corporate clients, including Boeing, GE Aviation, Unitedhealth
Group, BAE Systems, EADS, Northrop Grumman, L-3 Communications, SAFRAN and Thales. In
addition, Dr. Shapiro has worked extensively with middle-market companies across a wide range of fields,
including aerospace, media, healthcare, insurance, financial services and chemicals, among others. Prior
to commencing his legal practice, Dr. Shapiro was a physicist at the University of California, San Diego
and has conducted materials physics research at major national laboratories, including Los Alamos and
Lawrence Livermore. Dr. Shapiro holds a JD degree from Columbia Law School, a PhD in Physics from
the University of California, San Diego and a bachelors degree with departmental honors in Physics from
Stanford University.
41

2011 AWARD WINNERS
JEFFREY R. SHUMAN is a Partner in Jenner & Block
LLP., Chicago office. A 2003 graduate of Harvard Law School, he is a member
of the Firm’s Corporate, Securities, Mergers & Acquisitions and Private
Equity/Investment Management Practices. He focuses his practice primarily
in the areas of securities offerings, mergers and acquisitions, and general
corporate counseling. Since joining Jenner & Block, Mr. Shuman has represented
high-profile clients including General Motors (as part of its $23.1 billion
IPO (the largest in history)), General Dynamics, Viskase Companies, Inc., the
Chicago Board of Trade, Honeywell and J.P. Morgan Securities. Mr. Shuman has also advised registered
investment advisers in connection with the formation of private hedge funds, offerings of equity and debt
securities by the closed-end mutual funds they advise and other aspects of their advisory businesses.
Despite the heavy demands of his practice, Mr. Shuman maintains an active pro bono practice, and has
assisted a number of not-for-profits in understanding not-for-profit governance and securing tax-exempt
status. For example, he formed and obtained 501(c)(3) status for Pets ’N Patients, an Illinois not-for-profit
that provides pet care services for patients who are at risk of losing their pets because they are experiencing
a health care crisis.
Congratulations
To Our Partner
Jeffrey R. Shuman
for being recognized with the
40 Under 40 M&A Advisor Award
Congratulations to all of the 2011
40 Under 40 M&A Advisor Honorees
Chicago | Los Angeles | New York | Washington, DC
Jenner & Block LLP
jenner.com
42

BRIAN SMITH is a Director and Founding Principal of
Partnership Capital Growth (PCG), a middle-market investment bank
with co-investment, structured equity/mezzanine funds. He’s played a central
role in all aspects of PCG from a three-employee start-up to a recognized
brand with 25 professionals in San Francisco, Boston and New York. With
other principals, he’s raised ~$250 Million across three funds and led/participated
in over $1 Billion in M&A transactions across 20+ deals as an advisor.
He’s led co-investments of ~$35 Million of equity in five platforms for PCG
Funds including Anytime Fitness, CytoSport/MuscleMilk, Promax, World Health
Clubs and Athena Wellness Brands. Smith’s investment banking areas of focus include fitness, sports
nutrition, healthy food, pet and functional beverage segments of the healthy, active and sustainable living
industry. Representing a $1 trillion industry, these segments add positive social and economic value, and
exceed growth rates of broader consumer good/services industries. Smith focuses on facilitating long-term
partnerships between entrepreneurs and a full range of investors in the healthy, active and sustainable
living marketplace. His prior experience as an entrepreneur coupled with extensive operational expertise
provide a unique skill set for an investment banking professional and fuel successful transactions for his
clients and value for his LPs. In 2011, Smith led a $20 million private placement for TRX (formerly Fitness
Anywhere), and a buyout of certain assets of NEXT Proteins, Inc. In addition, Smith led PCG’s 2009 direct
investment in Anytime Fitness, which was a shining example of PCG’s unique ability to create exemplary
solutions for its clients. Through his work with Anytime Fitness, Fitness World, World Health Club, other regional
operators and wellness platforms like Muscle Milk, Promax, Athena Wellness and thinkThin, Smith
and PCG are maximizing returns while fighting obesity and diabetes. Smith earned Bachelor’s Degree in
Economics from Claremont McKenna College. He and his wife, Daphne, are volunteers for the Edgewood
Center for Children and Families located in San Francisco, California, as well as avid supporters of Augie’s
Quest, a charity that searches for a cure to ALS. He previously worked at North Castle Partners and Bain
& Company. He lives in San Francisco with his family.
BENJAMIN SPERO is a Managing Director of Spectrum
Equity Investors and joined the firm in 2000. He was previously a consultant
at Bain & Company and was a co-founder of TouchPak, Inc. Mr. Spero
serves on the boards of Ancestry.com (NASDAQ: ACOM), Animoto, Seamless,
and SurveyMonkey.com. He previously sat on the boards of NetQuote, Inc.
(acquired by Bankrate, Inc., NASDAQ: RATE), MortgageBot LLC (acquired
by Davis & Henderson, TSX: DH), and iPay Technologies LLC (acquired by
Jack Henry & Associates, NASDAQ: JKHY). In addition to his role at Spectrum, Mr. Spero serves on the
Leadership Board of Destination: Home. He holds an AB in History and Economics, Magna Cum Laude,
from Duke University.
43

Honoring Leaders
Who Make A Difference
We congratulate White & Case M&A partner
Carolyn Vardi (New York) for her 40 Under 40
M&A Advisor Recognition Award, as well as
her fellow award winners and finalists.
Worldwide. For Our Clients.
whitecase.com
In this advertisement, White & Case means the international legal practice comprising White & Case LLP,
a New York State registered limited liability partnership, White & Case LLP, a limited liability partnership
incorporated under English law and all other affiliated partnerships, companies and entities.
44
06363

2011 AWARD WINNERS
CAROLYN VARDI is a Partner at White & Case, LLP in
the M&A Practice Group and is resident in the New York office. Ms. Vardi
represents buyers and sellers in domestic and international public and private
mergers and acquisitions (including joint ventures and equity co-investments).
This involves the representation of domestic and international corporate clients
in a broad range of industries, private equity funds and commercial banks (and
their private equity affiliates). Ms. Vardi’s practice is particularly focused on
representing private equity firms with respect to their acquisitions and dispositions
of portfolio companies. She has also advised on several bankruptcy related matters and regularly
counsels clients on general corporate matters and corporate governance.
KRISTIN WINFORD is a Senior Managing Director with
Mesirow Financial Consulting LLC, a global financial services firm.
She has extensive experience providing strategic operations and performance
improvement services to internal and external clients. Ms. Winford has played
a vital role in the build out and expansion of MFC’s products and capabilities in
her 7 years with the firm. Currently, Ms. Winford leads all aspects of Mesirow
Financial Consulting’s operations. Most recently she led the development and
launch of Mesirow Financial Consulting’s international joint venture, BTG
Mesirow Financial Consulting, LLC. As a key member of the joint venture’s
management team, Ms. Winford continues to play a significant role in setting the strategic initiatives of the
global entity and is responsible for leading the operational aspects of the new business. Ms. Winford was
previously a director at KPMG LLP prior to the acquisition of KPMG’s US Corporate Recovery practice
by Mesirow Financial in 2004. Ms. Winford began her career in professional services with Andersen
Consulting (now Accenture). Ms. Winford is a member of the American Bankruptcy Institute, INSOL, and
the Turnaround Management Association. She is also part of the Arizona Development Team for Feed
My Starving Children and has also served as an advisor to the Arizona State University chapter of Alpha
Delta Pi. Ms. Winford earned her B.A. from Southern Methodist University, her M.B.A. from Arizona State
University, and is currently pursuing a Doctorate in Leadership from Creighton University.
45

Mesirow Financial Consulting
congratulates our own
Kristin Trahan Winford and
all 2011 winners and finalists of the
40 Under 40 M&A Advisor
Recognition Awards.
mesirowfinancial.com/mfc
New York ■ Chicago
Atlanta ■ Boston ■ Dallas
Los Angeles ■ Miami ■ Washington, D.C.
A full-service fi nancial advisory consulting firm, Mesirow Financial Consulting
provides corporate recovery, litigation, investigative and intelligence services,
valuation services, interim management* and distressed M&A and capital
raising services** on a global basis.
* Interim Management services provided by Mesirow Financial Interim Management, LLC.
** Distressed M&A and Capital Raising Services provided by Mesirow Financial
Consulting Capital (a division of Mesirow Financial, Inc.).
*** Resources outside of North America may be provided through BTG Mesirow
Financial Consulting, LLC.
Mesirow Financial Consulting, LLC is an Illinois limited liability corporation. Mesirow
Financial refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries and
affi liates. The Mesirow Financial name and logo are registered service marks of Mesirow
Financial Holdings, Inc. © 2011, Mesirow Financial Holdings, Inc. All rights reserved.
46

2011 AWARD WINNERS
KEVIN YAMASHITA is a Partner at Bertram Capital where
he oversees all investments in the Industrial and Manufacturing sectors. Since
joining Bertram Capital in May, 2007, Kevin has completed three platform and
four add-on acquisitions. The three platform company investments are Power
Distribution Inc., TydenBrooks and Extrusion Dies Industries. Kevin sits on
the Board of Directors for all three companies. Kevin’s work with PDI has
resulted in the business more than quadrupling revenue and EBITDA in less
than four years, and his involvement in TydenBrooks has contributed to the
company doubling EBITDA in less than two years. Prior to Bertram Capital, Kevin worked for TPG Capital,
participating in notable transactions for Burger King and Beringer Wine. Kevin also worked at private equity
firms Calera Capital and Yucaipa Companies. Kevin began his career in investment banking for Salomon
Smith Barney. As an active member of Cornerstone Fellowship, Kevin has been involved with the Orphans
of Rwanda, Worldvision, Rohi Children’s Organization, Children’s Hospital, and The American Cancer
Society. After graduating summa cum laude from UCLA, Kevin married his high school sweetheart,
Heather. He and Heather currently reside in Danville, CA with their three beautiful children, Luke, Aubrey
and Landon.
2011 INTERNATIONAL M&A SUMMIT
Featuring: The 3 rd Annual International M&A Awards
NEW YORK, NY - OCTOBER 11, 2011
47

UNDER
2011 FINALISTS
48

2011 FINALISTS
BHUVANESH K. ABROL, Senior Manager, Deloitte Consulting
JOHN E.F ARMSTRONG, Managing Director, M&A , BMO Capital Markets
PAUL J. AVERSANO, Managing Drector & Global Practice Leader,
Transaction Advisory Group Alvarez & Marsal, LLC
JOSEPH M. BARRY, Attorney, Young Conaway Stargatt & Taylor, LLP
THOMAS C. BERG, Managing Director, FMV Opinions, Inc.
EVAN S. BORENSTEIN, Partner, Curtis, Mallet-Prevost, Colt & Mosle LLP
STEPHEN P. BORMAN, CPA, Managing Director, Borman Consulting, LLC
JEFFREY BRILL, Partner, Skadden, Arps, Slate, Meagher & Flom LLP
JASON D. BROWN, SVP - Team Leader, GE Capital
THOMAS L. BURGETT, Director, MHT Partners, LP
PETER S. BURKE, Partner, Paul, Hastings, Janofsky & Walker LLP
GABRIEL CAILAUX, Managing Director, General Atlantic
BRIAN D. CHRISTIANSEN, Partner, Skadden, Arps, Slate, Meagher & Flom LLP
JOHN DIMOVSKI, Director, O’Keefe & Associates
RIDDHISH DUBAL, Managing Director, Alvarez & Marsal, LLC
CHRISTO JOHANNES ELS, Partner, Co-head of the M&A Practice Group,
Webber Wentzel
STEVEN EPSTEIN, Partner, Fried Frank Harris Shriver & Jacobson
FERRAN ESCAYOLA, Managing Partner, New York Office, Garrigues LLP
JONATHAN P. GILL, Partner, Bracewell & Giuliani, LLP
EVAN GREEBEL, Partner, Katten Muchin Rosenman, LLP
DAVID GRINBERG, Partner, Chair M&A Practice Group, Manatt, Phelps &
Phillips, LLP
JEFFREY T. HARTLIN, Partner, Paul, Hastings, Janofsky & Walker LLP
GINA N. HINTZ, Co-Head Private Equity Coverage, McGladrey Capital
Markets LLC
TUAN M. HOANG, Co-Head Of Private Equity Coverage, McGladrey Capital
Markets, LLC
49

2011 FINALISTS
HENDRIK F. JORDAAN, Partner, Morrison & Foerster, LLP
JEFF LARSEN, Managing Director, Larsen MacColl Partners
CRAIG LEVINE, Associate, Jeffer Mangels Butler & Mitchell LLP
SAMMY LI, Partner, Paul, Hastings, Janofsky & Walker LLP
JEREMY LUREY, Founder & Chief Executive Officer, Plus Delta Consulting, LLC
TODD D. MORRIS, Managing Director, Harris Williams & Co.
GORDON Z. NOVOD, Partner, Bankruptcy & Corporate Restructuring Group,
Brown Rudnick, LLP
JOHN B. PAFFENDORF, Senior Vice President, Morgan Stanley Smith Barney
DAMIEN E. PETTY, Vice President, Europlay Capital Advisors
JOHN K. REINKE, Partner, Generation Growth Capital Fund
DANIEL SAVAL, Partner, bankruptcy & Corporate Restructuring Group, Brown
Rudnick, LLP
KEVIN L. SCHEIBLE, Managing Director, Innovation Capital
JEFFREY SCHLOSSER, Principal - Transaction Services, Alvarez & Marsal, LLC
JONATHAN T. SHEPARD, Partner, Pryor Cashman, LLP
WAYNE (CHIP) L. SMITH III, Counsel & Business Development Officer, AHM
Financial Group
LEONARD TANNENBAUM, Chief Executive Officer, Fifth Street Finance Corp.
50

UNDER
2011 JUDGES
52

2011 JUDGES
BOBBY “BOBBY” BLUMENFELD is the Executive
Director of ACG New York. Prior to being appointed to this position, Bobby
was the President of ACG New York from 2004-2010 increasing membership by
70%, and more than doubling programming during this period. Bobby was also
the winner of ACG’s Global Meritorious Award for Outstanding Service in 2007.
ACG New York was named the Chapter of the Year for 2010 by ACG Global.
Bobby was formerly a Managing Director of Buccino & Associates a national
corporate restructuring and turnaround firm. Prior to joining Buccino & Associates, Bobby was a Senior
Vice-President at Bryant Park Capital an investment bank focusing on both public and private companies.
Bobby joined American Recovery Group/ARG Recovery LLC as President in 1999 working on a number
of large size engagements including Flooring America, LD Brinkman, Furniture Craftsmen, Phar-Mor, the
stalking horse bidder on Today’s Man, as well as bidding on $250 million in assets of Kmart.
Bobby received a B.S. degree in Business and Technology from Babson College and an MBA in Finance
from Fordham University.
JOHN K. CASTLE is Chairman and Chief Executive Officer of
Castle Harlan and a member of the Executive Committee of CHAMP, an affiliate
of Castle Harlan. Mr. Castle is also chairman of Castle Connolly Medical Ltd.,
and is chairman and chief executive officer of Branford Castle, Inc., a holding
company. Immediately prior to forming Castle Harlan, Mr. Castle was president
and chief executive of Donaldson, Lufkin & Jenrette, Inc., one of the nation’s
leading investment banking firms. Mr. Castle is a board member of Morton’s
Restaurant Group, Perkins & Marie Callender’s, Inc., and various private equity
companies. He also served as a director of the Equitable Life Assurance Society of the U.S. Mr. Castle is a
Life Member of the Corporation of the Massachusetts Institute of Technology. Previously, he had served for
22 years as a trustee of New York Medical College, including 11 of those years as chairman of the board. He
is a member of the board of the Whitehead Institute for Biomedical Research and was founding chairman of
the Whitehead Board of Associates. He is also a member of The New York Presbyterian Hospital Board of
Trustees and has served on various visiting committees at Harvard University, including the Harvard Business
School. Mr. Castle received his Bachelor’s degree from the Massachusetts Institute of Technology, his
M.B.A. as a Baker Scholar with High Distinction from Harvard, and has two Honorary Doctorate Degrees of
Humane Letters.
53

2011 JUDGES
LEE DURAN is an assurance services Partner of BDO USA,
LLP and has 25 years of professional experience serving a variety of technology
and service industries. Lee is the firm lead for the Private Equity and
Venture Capital Industry Group and acts as BDO’s USA liaison to the BDO
International Member Firm in Japan.
Lee’s extensive experience includes global and domestic technology, manufacturing,
distribution and services companies. His experience includes,
among other things:
• Audit partner responsibility for a variety of public and private global and U.S. domestic companies including
many companies reporting under Section 404 of the Sarbanes Oxley Act.
• Partner responsibility with a variety of cross-border acquisition, due diligence, and forensic engagements
in the technology, financial services and other industries.
• Consulting with investment funds on structuring, financial reporting and other matters.
STEVEN GOLDBERG is a Partner residing in Baker
Hostetler’s New York office and is Co-Chairman of the firm’s Transactions Practice
Team. He practices primarily in mergers and acquisitions, private equity, joint
ventures and strategic investments. He has represented both publicly traded and
privately held companies on transactional matters in a number of industries.
He has represented both U.S. companies investing abroad as well as non-U.S.
companies investing in the U.S. He has also been involved in transactions involving
only international companies. His experience includes M&A matters for clients globally, including in the
European Union, Canada and Asia.
He serves as a member of the Advisory Committee to WITNESS, Inc., a nonprofit corporation providing video
equipment and training to its international partner organizations for the documentation of human
rights abuses.
Mr. Goldberg has been recognized for his practice in Chambers USA and The Legal 500. He was also the
recipient of 2010 Deal of the Year by M & A Advisor.
54

AL KOCH is a Vice Chairman and Managing Director with
AlixPartners. As one of the senior-most members of the firm, Al has led a
wide range of successful turnaround and restructuring engagements, including:
• Serving as the Chief Executive Officer of Motors Liquidation Co., formerly known
as General Motors Corp. (or “Old GM”). Just prior to this position, he was Chief
Restructuring Officer of General Motors, the largest industrial bankruptcy filing in
U.S. history.
• Interim CFO of the Kmart Corp., the largest retailer in history to file for bankruptcy.
Retailer Merchandiser recognized Al and the Kmart executive team as the “Retail Executive of the
Year” for their work on the Kmart restructuring.
Al previously served as the Chief Operating Officer of AlixPartners. Under his leadership, the firm quadrupled
revenues, tripled its staff of professionals, and opened two new offices.
Al was formerly a partner with Ernst & Young for 14 years. He holds a Bachelor’s degree in Accounting from
Elizabethtown College in Elizabethtown, Penn.
GORDON MCCOUN is Vice Chairman of FD Americas and focuses
on the firm’s Capital Markets Communications and Strategy Consulting Practices.
Drawing on over 20 years of experience on Wall Street and 13 years at FD, Gordon
helps the firm’s clients to protect their valuations in the capital markets and optimize
their engagement with the financial community. He also provides strategic counsel
on critical issues that affect enterprise value such as M&A communications, IPOs,
financial reporting, earnings guidance, dividend policy, restatements and management
changes.
Prior to joining FD in 1998, Gordon was an analyst and portfolio manager at Brean Murray & Co., The Bank
of New York, Citibank, Prudential and Mutual of America. He received an MBA in Finance from New York
University and a BA from the University of Pennsylvania.
55

J. SCOTT VICTOR is a Founding Partner and Managing
Director of SSG Capital Advisors, LLC, a leading boutique middlemarket
special situations investment banking firm with offices outside of Philadelphia,
PA and in New York, NY. Prior to reacquiring SSG from National City/
PNC in May, 2009, Scott was a Senior Managing Director and Co-Head of the
Special Situations Group of National City Investment Banking which acquired
SSG in August, 2006. Prior to his transition to investment banking in 2000,
Scott was a partner at Saul Ewing, LLP and a senior member of its Bankruptcy and Reorganization Department.
With 25 years of experience in representing companies in Chapter 11 proceedings, workouts
and restructurings, Scott is an expert in the restructuring, refinancing and sale of distressed middlemarket
companies. Scott has completed over 150 sale, refinancing and restructuring assignments for
distressed middle-market companies both in and outside of Chapter 11 proceedings throughout the U.
S. and in Europe and has testified as an expert in numerous Bankruptcy Courts across the U. S. Scott
has given more than 100 presentations around the U. S. and Europe on bankruptcy and insolvency law,
distressed M&A and special situation financing issues. His clients are publicly-traded, privately-held,
private equity sponsored and family-owned companies in almost every industry. Scott is a Fellow of the
American College of Bankruptcy. He was named 2010 restructuring investment banker of the year for a
boutique firm by the Global M&A Network. Scott is also an active member of the American Bankruptcy
Institute (current member of the Board of Directors, 2007-2010 Co-Chair of the Investment Banking
Committee, Board of Advisors for the 2007-2011 ABI Mid-Atlantic Bankruptcy Conference, 2006-2011
Complex Financial Restructuring Conference, and 2008-2010 and 2011 Co-Chair VALCON Conference)
and the Turnaround Management Association (past President and past Chairman of the Philadelphia
Chapter, a current member of the Executive Committee and Board of Directors of TMA International and
serves as 2010 and 2011 Vice President of Chapter Relations).
BERNARD ZAIA is a Managing Director at Wells Fargo
Securities, LLC. He has over 20 years of M&A and corporate finance
experience. Since joining Wells Fargo Securities’s predecessor firm, Barrington
Associates, in 1994, Mr. Zaia has focused on M&A and financing transactions for
companies in a wide variety of industries. Prior to joining Barrington Associates, Mr.
Zaia was Vice President – Financial Development for Falcon Cable TV, where he
was responsible for debt and equity capital financings and merger and acquisition
transactions. While at Falcon, Mr. Zaia played a key role in Falcon’s raising over $2 billion of debt and
equity capital and acquiring more than 25 cable television companies. Prior to joining Falcon, Mr. Zaia was
a financial analyst in the Corporate Finance/Investment Banking Department of Dean Witter Reynolds Inc.
Mr. Zaia holds a B.A. degree in Economics from Stanford University.
56

THE M&A ADVISOR RECOMMENDS
Merrill DataSite® is a comprehensive virtual data room (VDR) solution that accelerates the due diligence
process by providing a secure online document repository for confidential time-sensitive documents.
Merrill DataSite overcomes the many limitations of a traditional paper data room by enabling companies
to present critical business information to multiple prospective buyers in a secure Web-based environment.
As a result, transaction time and expense are dramatically reduced. Merrill DataSite can be rapidly
deployed and is acessible by viewers throughout the world via the internet. As a leading provider of VDR
solutions worldwide, Merrill DataSite has empowered nearly 2 million unique visitors to perform electronic
due diligence on thousands of transactions totaling trillions of dollars in asset value. Merrill DataSite is the
first VDR provider to understand the customers’ and industry’s need to provide the highest level of security
to obtaining an ISO/EC270001:2005 certificate of registration and sets the standard as the world’s only
VDR certified for their operations in the United States and Europe.
A full-service financial advisory consulting firm, Mesirow Financial Consulting provides corporate recovery,
litigation, investigative and intelligence services, valuation services, interim management* and distressed
M&A and capital raising services.** With offices across the country and teams in key locations over six continents,***
we are equipped to apply our vast industry experience and local market expertise across the globe.
Our professionals hold designations, including Certified Public Accountant, Chartered Financial Analyst,
Certified Turnaround Professional, Certified Insolvency and Restructuring Advisor, Certified in Distressed
Business Valuation, Certified Valuation Analyst, Certified in Financial Forensics and Certified Fraud Examiner.
Our highly credentialed and experienced professionals manage engagements and businesses in a wide
range of industries and specialize in helping our clients achieve results in the most challenging of times.
57

Capital IQ changes the way you gather and analyze information, so that they you work faster, better, and
smarter as you source, analyze, and execute transactions. Our web and Excel-based platform provides
you with instant access to accurate and timely company financials, a suite of analytical tools, and highlystructured
profiles with deep views of public and private companies, investment firms, transactions,
industry professionals, and more.
You can use Capital IQ to:
- View transparent and standardized financials for companies globally
- Get detailed company and industry overviews, news, and investment research
- Access in-depth profiles on M&A, Private Placement, Buybacks, and Public Offerings
- Create a target list of potential sellers, buyers, and investment partners
- Evaluate prospective investment ideas or current holdings
For over 40 years, ACG LA has been a hub for the city’s business community. A place for executives of all
types to learn new practices, challenge conventional thinking and broaden and strengthen their relationships
throughout the region.
ACG LA’s members represent companies and industries that are as varied as the neighborhoods of Los
Angeles – corporate executives, commercial and investment bankers, private equity investors as well
as legal, accounting and finance professionals, many of whom specialize in mergers and acquisitions or
corporate development.
The diversity of professions and industries is one of ACG LA’s greatest strengths, along with the Chapter’s
commitment to hosting events that bring members together, as well as help them share information and
stay apprised of the business environment. ACG LA is more than a networking group—it’s an organization
of individuals pursuing the shared goal of corporate growth.
58

The German American Business Association (GABA) is a non-profit organization that fosters and
promotes transatlantic business and cooperation through a member network, serving as a knowledge
pool for German-American and U.S.-German trade. GABA hosts events for a variety of industry groups as
well as informative general business events on widely diverse topics. The Association provides excellent
business networking opportunities with global connections to over 4,000 companies and individuals, 650
companies in California, and a close cooperative partnership with the German American Chamber of
Commerce. Learn more about GABA by visiting www.gaba-networking.org
About the Los Angeles Venture Association. Since 1985, the Los Angeles Venture Association has been
Southern California’s premier forum promoting the development and financing of emerging growth and
middle market companies, by organizing dynamic forums where entrepreneurs and executives actively
meet and learn from fellow executives, investors, bankers, financial advisors and other providers of professional
services. Their monthly breakfast meetings, annual conferences, and co-produced events have
created an unprecedented platform for innovation and financing in Southern California. To learn more
about the Los Angeles Venture Association and its programs, please visit www.lava.org
Conway MacKenzie is the premier restructuring and financial advisory firm to the middle market. Our
services include Turnaround & Crisis Management, Transaction Advisory, Litigation Support and Valuation
and Forensic Accounting. For 25 years, Conway MacKenzie has provided these services to debtors,
creditors and equity sponsors over a wide range of industries including, but not limited to: Aerospace;
Automotive; Energy; Engineering/ Construction; Financial/ Professional Services; Gaming, Hospitality and
Entertainment; Healthcare; Heavy Industry; Manufacturing; Packaging/ Distribution; Printing; Real Estate/
Home Building; Restaurants; Retail/ Consumer Products; Technology and Transportation/ Logistics. With
10 offices in Atlanta, Chicago, Dallas, Dayton, Detroit, Houston, Frankfurt, London, Los Angeles and New
York, Conway MacKenzie is positioned to deliver hands-on financial, operational and strategic services
that help healthy companies grow and troubled companies get back on track. For more information, visit
www.ConwayMacKenzie.com.
59

With approximately 2,000 attorneys in 23 offices on five continents, Skadden, Arps, Slate, Meagher &
Flom LLP serves clients in every major financial center. Our strategically positioned U.S. and international
locations allow us proximity to our clients and their operations and ensure a seamless and unified approach
at all times.
For more than 60 years, Skadden has provided legal services to corporate, industrial, financial and governmental
communities around the world in a wide variety of high-profile transactions, regulatory matters,
and litigation and controversy issues. Our clients range from a variety of small, start-up companies to a
substantial number of the 500 largest U.S. corporations and many of the leading global companies. We
have represented numerous governments, many of the largest banks — including virtually all of the leading
investment banks — and major insurance and financial services companies. The firm has more than
40 practice areas and advises clients in matters involving, among others, mergers and acquisitions, litigation
and arbitration, corporate finance, corporate restructuring, securities law, banking, project finance,
energy and infrastructure, antitrust, tax and intellectual property.
Skadden emphasizes dedication to client service, teamwork across practice areas and offices, creativity,
responsiveness, operational efficiency and cost-effectiveness. We are constantly challenging the status
quo and looking for ways to improve client satisfaction.
60

THE M&A ADVISOR IS PROUD TO BE A
GOLD SPONSOR OF:
For more information go to www.maadvisor.com or visit www.ACGLAconference.com
61

Congratulations
to all of the
40 Under 40
WINNERS & FINALISTS
62

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63

COMING EVENTS
Join the Mergers and Acquisitions, Turnaround and Financing Industry
leaders at these upcoming premier events.
M&A ADVISOR AWARDS
Rewarding the excellence of the leading firms and professionals.
International M&A Awards
October 11, 2011 - New York, NY
M&A Awards
December 13, 2011 - New York, NY
Turnaround Awards
March 2012 - Palm Beach, FL
Financing Awards
April 2012 - Chicago, IL
M&A ADVISOR SUMMITS
Exclusive annual gatherings of industry thought leaders.
International M&A Summit
October 11, 2011 - New York, NY
Russia Business and Investment Summit
October 28, 2011 - New York, NY
M&A Advisor Summit
December 12-13, 2011 - New York, NY
Distressed Investing Summit
March 2012 - Palm Beach, FL
Financing Summit
April 2012 - Chicago, IL
For more information visit www.maadvisor.com,
email info@maadvisor.com or call us at
718 977 7900.
64