Wednesday, June 22, 2011

So Many Great Sponsors! Here what ShareVault has to offer the attendees!

Come visit ShareVault at the Summer Conference and get to know them better and all they can offer you in your business. They and many others will have booths at the Hilton Chicago.





Joe Sorrentino and Denton Herbik will be at the conference to talk to anyone about ShareVault. Come make the connection!

Tips On Creating A Successful M&A Sell Side Data Room
Choosing the right virtual data room is just one of the important decisions that you will make as you ready your firm for sale. The right data room can help you accelerate the transaction, while assuring the security of critical business documents. ShareVault provides the ideal platform for securely presenting a company's due diligence materials during an M&A transaction, providing important benefits throughout the entire process, from initial marketing phases to potential buyers, through to post-term sheet due diligence.
Present your due diligence materials in a well-organized, professional structure
Put your company in the best possible light by placing your documents in a structured hierarchy that streamlines the due diligence process. Only ShareVault allows you to structure your documents using tags, rather than folders. Often, the same document needs to be placed in multiple locations in the due diligence index. With ShareVault, just apply multiple tags to the document. No other data room provider offers this simple yet powerful capability:

  • No need to replicate files in multiple locations
  • No paying for additional pages in replicated documents
  • No need to combine document access statistics for multiple instances of the same file

Secure your valuable information without slowing down document access
ShareVault automatically converts your documents to an encrypted PDF format that provides the industry standard document viewing experience, including continuous scrolling and high-speed rendering. Some competing VDRs, because they are based on the dated TIFF document standard, will slow down document review due to sluggish page rendering, lack of continuous scrolling and inability to view more than one page at a time. The PDF encryption used by ShareVault allows you to revoke access to any document at any time, even if the document has been downloaded. Sharevault also provides you with the ability to apply additional security attributes, including inhibiting document download, prohibiting printing, applying secure dynamic watermarks, identifying the user, and blocking screenshots.

Accelerate the due diligence phase
ShareVault supports PDF streaming, so that documents open to the first page instantly, even if there are many thousands of pages. Most competing virtual data rooms suggest that you break up large documents into smaller volumes so that they’ll load more quickly, but with ShareVault you can keep document review moving fast without getting bogged-down with large documents.

Respond efficiently and securely to questions from potential buyers
The easy-to-use ShareVault Q&A facility further streamlines the due diligence process by optimizing the response to questions from your potential buyers. Questions can be asked privately from right within the data room, so that you and your team can easily respond from the centralized Q&A module. With the optional Q&A workflow feature, questions can be routed to the appropriate expert, and then back to the Q&A moderator for approval before posting the final response. You can also change the privacy level on each question so that other users can refer to questions that you have already answered.

Prepare quickly for due diligence
As you prepare for M&A due diligence, the last thing you need is a complex and lengthy process for preparing your data room. ShareVault customers are consistently impressed by the intuitive simplicity of inviting users, creating the due diligence structure, uploading documents and setting permissions / policies. From our drag-and-drop user/group management tool, to the unique in-browser drag-and-drop uploader and automated PDF conversion pipeline, ShareVault has been designed for rapid, streamlined deployment.

Find documents quickly through indexed full-text search
Your users will be able to instantly find documents that relate to relevant key words. Only ShareVault provides relevance ranking, in-place document synopses and zoomable first page thumbnails for each search result, so users can quickly and easily isolate the documents that contain the information sought. With its powerful search capabilities, ShareVault helps prospective buyers more quickly answer the questions they have about your company, compressing the timeframe of the document review phase.

Gain valuable insight into the due diligence process through detailed reporting
As the due diligence process unfolds, having a clear picture of how the buy-side teams are spending their time in ShareVault can provide key insights into their level of interest, and can help you understand their areas of concern. The ShareVault reporting module provides high-level metrics such as number of pages viewed and/or amount of time spent by each user group in each section of the data room, as well as detailed metrics such as specific pages viewed, and the amount of time spent within each document by each user. The combination of both fine-grained and summary information with interactive filtering and intuitive query tools, allows you to quickly and easily answer any question you might have about the buy-side user activity within your ShareVault.

Count on our high reliability and 24/7/365 support team
With over 99.9% up-time, you can be confident that your documents can be accessed from anywhere in the world, around the clock. Our 24/7 support hotline is answered by experts with the ability to not only respond to technical questions, but also to provide pro-active, knowledgeable advice on how to use ShareVault to streamline your project. Each member of our support team can also initiate a remote screen- sharing session so they can work virtually by your side to answer your questions, provide advice or resolve an issue.

Get started early, and be ready for your transaction
Ask any experienced CFO or Investment Banker about when to get started preparing for your M&A transactions, and you'll get the same answer: "As early as possible." Being prepared for due diligence is easily done using ShareVault Ever Ready, a special configuration that gives you a very affordable way to get your documents organized and secured in a ShareVault, so when you're ready to start your transaction, the due diligence can start right away, without delay.
With the experience of hundreds of transactions worth tens of billions of dollars, you can rely on ShareVault to securely share the due diligence documents for your next sell-side M&A transaction.

Check out more at http://www.sharevault.com
#amaaheat

Monday, June 20, 2011

Early Bird Ends Today! Don't miss out on great speakers like Steve Ross from MCM Capital

Keeping Deals on Track
Thursday, July 21, 2011
9 am - 10 am
 Moderated by Steven Ross, MCM Capital
Panelists:
Rocky Pontikes, Mesirow Financial
Todd Lanscioni, Bolder Capital
Jim McQuaid, MetroGroup Corp.
Gregg A. Eisenberg, Benesch, Friedlander, Coplan & Aronoff LLP

A panel discussion involving multiple professional perspectives on good practices to keep a deal on track as well as discourse on how to anticipate, and resolve, some likely hurdles that may come between a buyer and seller prior to close.

Steve Ross from MCM Capital leads this panel and offers much to conference attendees. Mr. Ross joined MCM Capital in February 1998 bringing extensive corporate banking and senior lending experience. Since joining MCM, he has been responsible for initiating, evaluating, structuring and overseeing investment transactions. Mr. Ross serves on the boards of Primary Packaging, ESSCO and Cole Information Services. He is also involved in several civic activities including serving on the Board of Trustees of The Children's Hospital at The Cleveland Clinic, Hawken School, The Cleveland Orchestra and The Human Fund.
He also is an AM&AA member and an active participant in the Conference Planning Committee.

See the following link to read insights from Steve on the industry and what MCM Capital offers. Come meet Steve, listen to him speak, and make a new connection! #amaaheat






Friday, June 17, 2011

Early Bird Ends Monday! Join These Incredible People...

With only 3 days left to get the Early Bird Discount for the conference, you don't want to miss out on this awesome opportunity to make the connection that might turn your year around or add to its success!

See the list of people signed up and the names keep growing every day!




Barton Terry Aidman Cherry, Bekaert & Holland, LLC
Brendan Anderson Evolution Capital Partners
Nicholas Barker Huron Capital Partners LLC
Greg Barney Battelle Capital Advisors LLC
Lloyd Bell Meaden & Moore
Howard Berkower McCarter & English, LLP
Bridget Booth Blue Cross Blue Shield of Florida
Brian Boyle McGladrey Capital Markets LLC
Steve Brady Grant Thornton
Will Brooks Brooks Schuessler Company
Mehmet Buldurgan mbco strategy and investment consulting
Christian Bullitt LLR Partners
Bruce Bulloch Capital Consulting, LLC
Stephen Burt Duff & Phelps
Kevin Carlie Stone, Carlie & Company
John Castle Branford Castle, Inc.
Chris Cathcart The Halifax Group
Lewis Chan Presidential Financial Corporation
Anthony Chirchirillo Chirch Global Manufacturing, LLC
Nick Christopher LaSalle Capital Group, L.P.
Jessica Clemence Lake Capital
Erick Clifford Lead Capital Partners
Ty Clutterbuck Peninsula Capital Partners
JIm Cohen Consolidated Graphics, Inc.
Mark Coleman Laurus Transaction Advisors
Peter Constantino Ciuni & Panichi, Inc.
Lori Cunningham pfingsten partners, llc
Linda Dao Chicagoland Chamber of Commerce
Champ Davis Davis Capital, LLC
Jeff Dinerstein Haynes and Boone, LLP
Duane Donner Founders Investment Banking
Nathan Edrington Solomon Financial Partners, LLC
Steve Egna Teal Becker & Chiaramonte CPAs, P.C.
Evan Eichorn OneSource Information Services
Gregg Eisenberg Benesch Friedlander Coplan & Aronoff LLP
Mark Embry Valgard Capital
Meredith Farwell Foreside Investment Services LLC
Graeme Frazier Private Capital Research, LLC / GF Data Resources, LLC
Barry Freeman Summer Street Capital Partners
Srinath Geedipalli Simanor, LLC
Jim Ghio Unibind, Inc.
Robert M. Gordon True Partners Consulting LLC
Andy Greenberg GF Data Resources, LLC
Greg L Greenberg Altus Captial Partners
Travis Haley Main Street Capital Corporation
Nancy Halwig UPS Capital - Global Supply Chain Finance
Robert Hancock Entrust IRA Administration
Shane Hansen Warner Norcross & Judd LLP
Berlin Haugen Pritchard Osborne Equity Ventures
Neil Heyse Middle Market Solutions
James Hill Benesch, Friedlander, Coplan & Aronoff LLP
Brenen Hofstadter Generational Capital Markets, Inc.
Amy Hughes Burch & Company, Inc.
Gary Hull Summer Street Capital Partners
Mark Hunter KLH Capital, L.P.
James Illikman Peninsula Capital Partners
John Iwanski Grant Thornton
Fred Jager Hunter Wise Financial Group, LLC
M. Catherine Jaros Amherst Partners, LLC
Rich Jones Copeley Capital
Michael Keck Five Talents Financial Group
Steve Keck Five Talents Financial Group
Robert Kerrigan Valgard Capital
Thomas Kesoglou McCarter & English, LLP
Charles King Prudential Capital Partners
George Klenovich Reznick Group
Jim Korreck Generational Capital Markets, Inc.
David Kostmayer Barrett and Kostmayer, PLLC
Mark Kucik The Kucik Valuation Group, LLC
Todd Lanscioni Bolder Capital, LLC
Lex Leeming Moelis Capital Partners
Jon Lemelman Riverside Partners
Amanda Levin Mergermarket Llimited
Mark Levine Core Capital Partners
Steve Loose H.I.G. Growth Partners
Steve Lord Valgard Capital
Peter Lynch Argenta Partners LP
Robert Machiz MoneySoft Inc.
Ben Mackay Evolve Capital
Terry Mackin Generational Equity
Kyle Madden KLH Capital, L.P.
David Magdol Main Street Capital Corporation
Mike Mahoney Medallion Capital
Susan Mainwald Ansarada
Patrick Martin Laurus Transaction Advisors
Nancy Martinez Dinan & Company, LLC
Glen Mather Entrust IRA Administration
Nelson Matthews Tregaron Capital Co.
John Mazzuca JPMorgan Chase
Emmanuel Mbitezimana CDA SARL
Sean McGuire MB Financial
Lauren McKibben PNC Equity Partners
Marc McManus CIVC Partners, LP
Missy McMaster Missy Enterprises Inc.
Sean McNally Prairie Capital
James McQuaid MetroGroup Corp.
David Meier The Gladstone Companies
Chris Mellen Delphi Valuation Advisors, Inc
Laura Meyer Chicagoland Chamber of Commerce
Cameron Mitchell Ansarada
Karen Monfre Wipfli
Tim Moore TR Moore & Co.
Michelle Moreno First Analysis Securities Corporation
Harry Nikpour SourceMedia, Inc.
Luka Njorge Mungai Muriu Mungai & Company Advocates
Hal Nunn Share Vault
William Oberholtzer High Street Capital
Tim O'Brien Timothy O'Brien, CPA
Brian O'Coonor Fellowship Capital Partners
Peter Offenhauser Stone Arch Capital
Tom Pagano Johnson, Stone & Pagano, P.S.
John Paglia Pepperdine University
Allen Paison Loyalty Research Center
Brett Palmer NASBIC
Edward Papier Lexington Wealth Management
Eva Paredes Chicagoland Chamber of Commerce
Susan Parsons Koch Enterprises, Inc.
Sohena Patel Crowe Horwath LLP
Deirdre Patten Patten Training & Review LLC
Gretchen Perkins Huron Capital Partners LLC
Karen Perkins V-Rooms Virtual Deal Rooms
Rob Peters Standard of Trust
Michael Pfeffer Post Capital Partners, LLC
Tom Phelps Pritchard Osborne Equity Ventures
Robert Pierce The Gladstone Companies
Rocky Pontikes Mesirow Financial
Ed Pratesi Brentmore Advisors, LLC
Susan Pravda Foley & Lardner LLP
Julie Price Benesch, Friedlander, Coplan & Aronoff LLP
David Pritchard Pritchard Osborne Equity Ventures
Mark Redman Foreside Investment Services LLC
Dave Reese Emigrant Capital
Jeff Reichard Dinan & Company, LLC
Stephen Reisler ROCG Americas
Bethany Rhine PointeBreak
Tim Rhine PointeBreak
Bruce Richman Reznick Group
Steven Rinaldi Steven Rinaldi, Esquire
Brent Rippe Rippe & Kingston Capital Advisors
Steven Ross MCM Capital Partners
Peter Rothschild Tamarix Capital
Ron Rudich Gorfine, Schiller & Gardyn, PA
Donald Rudnik Mirmar Capital Partners, LLC
Nicholas Scarabino JPMorgan Chase Bank
Sam Schuessler Brooks Schuessler Company
Ron Schutz Ronald Schutz- Planning Business
Scott Schwartz CIVC Partners, LP
Jason Shafer HCP & Company
William Shannon Harris Private Bank
Sid Shaver statesman corporate finance llc
Carl Sheeler Business Valuations Ltd.
Chris Sheeren Huron Capital Partners LLC
Ronen Shefer ROCG Americas
Lisa Siegrist Grant Thornton
Steven Silverman TR Moore & Co.
Kevin Simpson Focus Capital Advisors, Inc.
Randall Sizemore VSP
Pryor Smartt Lead Capital Partners
Gene Smith Sanford Advisory Services, LLC
Mike Snider MSB Global Business Alliance
Darren Snyder Prairie Capital
Brent Solomon Reznick Group
Chris Staudt Emigrant Capital
Larry Steinbrueck MidWest Capital Group, Inc.
Jim Stoynoff Synthesis Solutions LLC
Richard Sypniewski SAGIN, LLC
Stephen Szejner Prudential Capital Partners
Jeanne Taylor AKT, LLP
Carl Thompson NSM Surveillance, Inc.
Scott Tucker JMH Capital
George Urban Harren Equity Partners
Jim Valderrama Grant Thornton
David Vavrichek Deerpath Capital Management
Anthony Walker Legrand|Ortronics
Daniel Walsh Hydro Systems
Bob Wegbreit GF Data Resources, LLC
Thomas B. Whipple Falcon Advisors, L.L.C.
Andrew Wiegand Superior Capital Partners LLC
Bill Wiersema Miller Cooper & Co., Ltd.
Steve Wilber ROCG Americas
Chris Willis Mid Oaks Investments LLC
Timothy Witt Prairie Capital Advisors Inc
David Wolf Mercator Group
Barry Worth Brown Smith & Wallace, LLC
David Zucker Lead Lap Enterprises, LLC

And Many More!!! Don't Miss Out!!
#amaaheat

Tuesday, June 14, 2011

Pepperdine Private Capital Markets Project

The State of the Middle Markets:  
Evidence from the  
Pepperdine Private Capital Markets Project 

Thur. July 21st at 11:00am



Dr. John Paglia, Pepperdine University 





“Very informative.”
“Well spoken.  Terrific points.”

“Loved the timely date and analysis.”



These are reviews from our California Chapter Meeting last week in LA where John Paglia was our Opening Keynote Speaker. Don't miss out on the opportunity to hear him speak at the summer conference! He will share results from the Summer 2011 Pepperdine Private Capital Markets Project report, addressing  general trends and forecasts for privately-held businesses.



Dr. Paglia, a former Julian Virtue and Denney Professorship recipient, is an associate professor of finance at Pepperdine University. He has over ten years of university teaching experience in finance, performs business valuations for privately-held companies, and has testified as an expert on economic damage and valuation matters.  
Under Dr. Paglia's direction, the Pepperdine Private Capital Markets Project has resulted in over 20,000 report downloads in more than 60 countries.


His research has appeared in The Wall Street Journal, USA Today, and The New York Times, been published in a number of journals including The Graziadio Business Report, Banks and Bank Systems, Bank Accounting and Finance, Risk Management Association Journal, Journal of Wealth Management, Trusts and Estates, BetterManagement.com, Accounting World, Institute of Chartered Financial Analysts of India Journal, and been presented at domestic and international conferences. He has also been quoted in Dow Jones Newswires, Yahoo Finance, BusinessWire, VCExperts.com, PEHub, VentureBeat, Forbes, The San Jose Mercury, The Ventura County Star, The Pacific Coast Business Times, Men's Health, and other well-known publications. Dr. Paglia holds a Ph.D. in Finance, an MBA, a B.S. in Finance, and is a Certified Public Accountant (CPA) and Chartered Financial Analyst (CFA).


PCM

 The Pepperdine Private Capital Markets Project is advancing ongoing research to understand the true cost of private capital across market types and the investment expectations of privately-held business owners.

In 2004, Robert T. Slee wrote "Private Capital Markets: Valuation, Capitalization, and Transfer of Private Business Interests." In his book, Mr. Slee made the point that private capital markets are very important: they contain millions of companies, which collectively account for over 99% of the businesses in the U.S. In addition, private companies generate nearly half of the U.S. GDP and employment levels. He further asserts that private capital markets are unique and not adequately described by corporate financial theory. This led Slee to establish a theoretical framework by which to examine the opaque private capital markets.Realizing the need to disseminate complete private capital market data over periodic intervals, the members of the project team joined together to tackle this goal. The founding members of the project team are
Click Here to download the recently released report updating on private lending and investing for Summer 2011. 
See these two articles from the Wall Street Journal in which the project results appeared in the last week.
Small Business Lending Drops
Study: Capital Still Tight for Small Firms

#amaaheat
 

Thursday, June 2, 2011

We are proud to introduce our Keynote Speaker Jim Cohen from Consolidated Graphics!

A Consolidation Strategy that Works
Wed. July 20th at 8:10am


Jim has served as Executive Vice President of Mergers & Acquisitions of Consolidated Graphics since 2005. Consolidated Graphics, Inc. (NYSE: CGX) is the leading sheet fed, web and digital printing company in the United States, with 70 locations including in Canada, central Europe and Asia.  During Mr. Cohen’s tenure with the company, Consolidated Graphics has grown significantly through acquisition.  In recognition of his contributions to the printing industry, Mr. Cohen was inducted into the National Association of Printing Leadership’s Soderstrom Society, the honorary society that recognizes outstanding contributions of service and leadership in printing. 

Prior to joining Consolidated Graphics, Jim worked in investment banking, law and private equity.  He started his career as a financial analyst at Morgan Stanley in New York and later practiced law with Simpson Thacher & Bartlett in New York and London (focusing on mergers and acquisitions and private equity funds) and also with Baker Botts in Houston.  Jim’s business side experience also includes serving as Managing Director and member of the Investment Committee of Main Street Equity Ventures, a private equity fund focused on industry consolidations. 

Jim is an honors graduate of Princeton University and received his JD degree from NYU School of Law. Outside of work, Mr. Cohen is Chair of the Alumni Schools Committee for Princeton University (Houston Region) which is comprised of approximately 150 Princeton alumni who interview applicants to the University each year. Mr. Cohen is also a board member of the Electronic Document Scholarship Fund and a member of the board of the Episcopal HIgh School Dads Club. #amaaheat

 Make sure to check out this interview of Jim on his perspectives on the M&A pulse!