Chicago Chapter: June Deal Connect Panel
Bryan Cave Leighton Paisner LLP
161 North Clark Street
Chicago, Illinois, 60601
late registration: $220
This event is free for Chicago Private Equity Chapter, Los Angeles Private Equity Chapter, Los Angeles Real Estate Chapter, NYC Private Equity Chapter, National Chapter, Corporate, and Presidents Club members.
This event starts on Tuesday June 4th at 4:00 PM CDT.
Topic: Economics vs. Relationship: How the Two are Measured When Choosing a Deal Partner
In 2018 the M&A market continued to experience record amounts of dry powder, coupled with high purchase multiples that occur as a result. Investors are rethinking previously successful strategies in efforts to put their money to work. There is more competition than ever for a finite number of deals. It is not enough to be able to write a check; one must also rely on relationships for access to deal flow and closing a deal. But how are the economics on a deal and strength of a relationship among the transactional professionals measured against each other? Hear from a panel of seasoned M&A veterans from both sides of the table about how they’ve developed their networks over the years, and utilized them in recent times during this highly competitive market. They will discuss questions like: Is it enough to be willing to write the largest check? To what extent are past experiences with someone across the table valued when deciding how to proceed? What steps have they taken to build their network and brand in recent years?
Opus Connect Members: No Charge
Non-Members (On or before May 31st): $195
Non-Members (On or after June 1st): $220
By Invitation Only
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Jason Berne represents lenders and borrowers in a wide range of financing transactions, including secured and unsecured credit facilities, private placements, channel finance transactions, multiparty syndications, mortgage loans, and sale-leaseback transactions. His practice also includes advising debtors and creditors in a variety of workout matters, including note sale agreements, deed-in-lieu transactions and forbearance agreements. Mr. Berne regularly counsels clients on industry-specific financing issues including healthcare, franchising, distribution, and real estate.
Mr. Berne was with the firm’s Middle East practice during 2005. He advised clients on a range of international commercial transactions including joint venture formation, corporate formations and governance, labor and employment advice, distribution and service arrangements, real estate transactions, intellectual property protection, and technology-related transactions.
Mr. Berne has studied in Edinburgh, Scotland and Sussex, England. Before attending law school, he worked for management consulting and financial analysis firms in London and Chicago.
Prior to joining Republic Partners in 2014, Brad Pickard was a founding principal of Access Value Investors, a Chicago-based private equity firm. Before that he spent 20 years working in mergers and acquisitions as a partner at Wasserstein Perella (now Commerzbank) and Houlihan Lokey Howard and Zukin. He began his career at Salomon Brothers (now Citigroup). Brad graduated with a BA from the University of Michigan and received his MBA from the University of Chicago.
Grant Smith is responsible for sourcing, evaluating and executing new investments for JZ Partners. He serves on the board of directors of ACW Flex Pack, LLC. Prior to joining JZ Partners in 2015, Mr. Smith served as Vice President for Corporate Development at Molex Inc. and was involved in all aspects of a transaction. Prior to Molex, Mr. Smith served as a Director Business Development at Koch Industries, Inc. and was involved in all aspects of a transaction across a variety of industries. He received a MBA with Dean’s Honors and Distinction from Columbia Business School, an MSc in Financial Economics with Distinction from Oxford and a BS in Economics from Southern Utah University.
Tom Affolter is a Managing Director at White Oak Capital in Chicago. Tom has nearly 20 years of debt and equity investment experience in a variety of roles. Prior to White Oak, he spent time at Goldman Sachs, Victory Park Capital, CIT and GE Capital (separately via GE’s acquisitions of both Antares Capital and Heller Financial). Tom received his BS in Accounting from Marquette University and an MBA from Kellogg GSB at Northwestern University.
Tom founded Ravinia Capital in 1998 and serves as a Managing Partner. He has more than 20 years of operating experience in roles ranging from salesperson to CEO. Tom’s background in accounting, law, and general management allowed him to evaluate, invest in, acquire, and lead a number of private companies. Today, Tom leverages his experience to help company owners understand how to best tap capital markets or sell their companies for the best possible outcomes. Tom’s background gives him the unique ability to understand the needs and of both the company owner and buyer and can help all parties navigate the inevitable complexities involved in all transactions.
Tom earned the annual ‘Distressed Dealmaker of the Year’ award from the M&A Advisor Turnaround Association for delivering an exceptional outcome for a company in distress. Tom is a frequent speaker on alternative capital raises in challenging situations and distressed investing, and he is involved in a number of non-profit organizations, including the Chicago Anti-Defamation League and the Old-Town School of Folk Music.
He received a Bachelor of Arts in Accounting from the University of Illinois at Urbana-Champaign, a JD law degree from the University of Chicago, and MBA from the Kellogg School of Business at Northwestern University.