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Date:
Wednesday, September 16, 2015
Location:
Innis Arden Golf Club
120 Tomac Avenue
Greenwich, CT 06870
203-637-6900
Program:
6:00 PM – 6:30 PM
Networking
6:30 PM – 7:30 PM
Dinner
7:30 PM – 8:30 PM
Panel Discussion
8:30 PM - 9:00 PM
Additional Networking
Cost:
$55 Members
$75 Non-Members/Guests
CPE:
This meeting qualifies for one (1.0) CPE credit.
RSVP Deadline:
Monday, September 14, 2015
Cancellation Policy:
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Panel Discussion: M&A Update - It Doesn't Get Any Better Than This!
Led by Michael Carter, Managing Director, Carter Morse & Mathias
Please join us on Wednesday, September 16th for our Panel Discussion Program on M&A moderated by Michael Carter. The distinguished panel members will include:
- Private Equity: John Almeida, Jr., founder and Managing Partner of Five Peaks Capital Management
- Mezzanine: Carolyn Galiette, founding partner and Senior Managing Director, Ironwood Capital.
- Private Equity - Minority Transactions: Andrew Hertzmark, Managing Partner at Generation Partners
Mr. Carter is the founder of Carter Morse & Mathias, a boutique investment banking firm specializing in M&A for middle-market companies. Throughout his career, Mr. Carter has served in many capacities including business founder, commercial lender, investment banker, board member and business advisor.
Mr. Almeida is the founder and Managing Partner of Five Peaks Capital Management. Previously he was with the private equity firm of Welsh, Carson, Anderson & Stowe where he invested over $2 billion of private equity capital in a variety of transaction structures including LBOs, leveraged recapitalizations, growth equity, rescue financing and distressed investing.
Ms. Galiette is a founding partner, Senior Managing Director and Chief Investment Officer of Ironwood Capital. Previously, Ms. Galiette was with Aetna, Inc. and PaineWebber. Her experience includes originating, structuring, underwriting and distributing private debt and equity, asset-backed securities, commercial paper and other financial securities.
Mr. Hertzmark is a Managing Partner at Generation Partners, a Private Equity Firm, who targets equity investments of $10 million to $40 million and pursues both majority and minority equity positions in growth companies at various stages of development. Prior to joining Generation in 2004, Mr. Hertzmark was at Galen Partners, a private equity firm focused on growth equity investments in the healthcare industry.
For complete bios, click here.
Learning Outcomes:
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Financial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
Instructional method: live group | Recommended CPE Credits: 1.00 | Field of Study: TBD | Experience Level: Basic | Prerequisites/advance preparation: none
For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. Available in all State except those that do not accept Web-based self-study credits (Florida, Louisiana, Minnesota, Mississippi, New Jersey, Oregon, South Carolina, Tennessee, Arkansas and West Virginia).
For more information regarding administrative policies such as complaint and refund, please contact our offices at 973-765-1029.
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