LA Independent Sponsor Webinar
Virtual - Zoom Webinars
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Topic: Closing an Independent Sponsor-Led Deal During COVID
Over the past decade independent sponsors have become a critical source for deal flow for many capital providers. This panel of speakers will discuss how that facet of the market has been impacted by the pandemic and subsequent economic uncertainty, and what it now takes to close an independent sponsor-led deal. What do you have to consider now that you didn’t before? What’s the availability of different types of capital today compared to what it was six months ago? What steps can an IS take to allay concerns of its capital partners and push a deal across the finish line?
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Natalie Tronkina is a partner and member of the firm’s Transactional Advisory Services practice, based in the Los Angeles office. She has over 15 years of transactional advisory experience, focusing primarily on buy-side and sell-side due diligence for private equity funds, lenders, and strategic buyers and sellers. Her areas of focus include performing quality of earnings, net working capital assessments, preparing pro-forma financial statements, performing profitability and bridging analyses, evaluating financial reporting infrastructures, and recommending best practices in industries such as technology, healthcare, manufacturing and distribution, consumer products and services, and business services. Natalie has also been involved in representing clients in post-transaction purchase price and working capital disputes.
Brett Hickey is the Founder & CEO of Star Mountain Capital, LLC, a $1+ billion AUM specialized U.S. lower middle-market investment firm. Star Mountain employs a data-driven approach to provide value-added debt and equity capital to established small & medium-sized companies leveraging its large market expertise, scale-driven resources, and longstanding relationships. It also has a complementary Secondary business purchasing LP interests and direct investments from investors looking for early liquidity in lower middle-market positions and funds.
With over 30 full-time people and over 25 operating partners and advisors, Star Mountain brings proven large market expertise to help business owners maximize value. Star Mountain’s team and partners include former senior executives from GSO / Blackstone, Goldman Sachs, Merrill Lynch, Credit Suisse, and Citigroup.
Star Mountain’s Charitable Foundation supports career development form women, veterans, and athletes as well as health & wellness initiatives including cancer research.
Prior to becoming a principal investor starting in the early 2000s, Mr. Hickey was an Investment Banker at Salomon Smith Barney / Citigroup Global Markets in New York City where he covered global Asset Managers and Financial Institutions. In that role, he analyzed asset managers and asset classes, ultimately working on over $20 billion in completed strategic acquisitions and capital raises.
Mr. Hickey’s board memberships include member and former Chairman of Networks for the NYC Chapter of the Young Presidents’ Organization (YPO), Global Board of Harvard Alumni Entrepreneurs, and Global Board of Help for Children (HFC).
Mr. Hickey received a Bachelor of Commerce with Distinction from McGill University (Finance Major and Accounting Concentration) and is an alumnus from Harvard Business School’s Owner/President Management executive leadership program. He is a frequent guest lecturer on industry panels and at academic institutions. Mr. Hickey is also a former Canadian national gold medalist and North American medalist in speed skating.
Mr. Hickey is married with two children and lives in New York.
Heather is responsible for business development and investment sourcing activities, including outreach to deal professionals such as business brokers, investment banks, attorneys, accountants and consultants.
Heather has over 20 years originating, structuring, and executing debt and equity transactions in the middle market. Prior to joining Huron Capital, Heather was responsible for all West Coast new business development for SPP Capital Partners, a NY-based investment bank. Heather also served as Vice President and Team Leader of Middle Market Banking at Comerica Bank in San Francisco and has also held roles at CIT Sponsor Finance and Madison Capital Funding LLC where she focused on originating and structuring leverage finance products for private equity clients.
Heather serves as Board Member of the Detroit Chapter of the Association for Corporate Growth (ACG) and is the Founder and immediate past Chair of the ACG Detroit Women’s Forum. Heather is also co-chair of the 2019 ACG Great Lakes Capital Connection conference. She previously served on the Executive Committee for the San Francisco Chapter of the Association for Corporate Growth (ACG) as Head of Sponsorship and was a Co-Chair of the ACG 2013 M&A Conference.
Heather has a B.A. from Cornell University.
Sam is a Partner at Greyrock Capital Group responsible for sourcing, underwriting, and portfolio company management. Prior to joining Greyrock, Sam was an associate at Goldman Sachs in the Technology, Media, and Telecommunications investment banking division helping corporate clients with financings, mergers and acquisitions, and anti-raid defense. Before Goldman, Sam worked as a senior analyst at Renaissance Capital responsible for global coverage of initial public offerings (IPOs). Sam currently serves as a board member of Bentec Medical, a manufacturer of silicone-based medical devices and components, Blast Deflectors, Inc., a designer of blast deflection fences for airport infrastructure applications, Helm, Inc., a provider of brand merchandising and field sales services to auto industry OEMs and franchisors, Ogle School, the largest operator of beauty schools in Texas, Paleteria La Michoacana, the leading manufacturer of Hispanic-influenced ice cream bars called “paletas”, Solair Group, a leading fabricator of maintenance tooling and ground support equipment for commercial aircraft, Tricoci University of Beauty Culture, the largest operator of beauty schools in Illinois, Triple Shift Entertainment, the largest operator of bowling centers in the Minneapolis-Saint Paul region, and Westside Equipment, the leading provider of processed tomato harvesting equipment and services.
Sam earned an MBA with Honors from the Haas School of Business and an AB in History from Princeton University. Sam is also a CFA charterholder and a lecturer at the Haas School of Business.
Tom Courtney is an entrepreneurial investment banker and private equity investor. He has been providing investment banking advice since 1986 and making private equity investments since 1999. Prior to forming The Courtney Group in 1995, Tom worked at Morgan Stanley, Alex Brown, Wolfensohn and Peers & Co.
The Courtney Group’s core values today are a reflection of Tom’s desire to take the best from his past experiences: his commitment to clients and to doing the best job possible; to helping entrepreneurs form a culture of teamwork; to addressing the complex challenges of business strategy through an intellectually rigorous approach; and to negotiating successfully across borders and cultures.
Tom was born in Jacksonville, Florida and raised in Boston, Massachusetts and Pittsburgh, Pennsylvania. Growing up, his love for sports led him to well-rounded athleticism in soccer, basketball, tennis, track & field, cross country, skiing, baseball, football and lacrosse. In college, Tom competed on the track and cross country teams. Today, he stays active by running, biking, swimming and playing tennis. His other hobbies include reading, traveling and studying languages (French, Italian, Portuguese, Japanese and Vietnamese, so far).
Tom’s early interest in business and economics would lead him to a bachelor’s degree in Economics from Princeton University in 1986 and an MBA in Finance from the Wharton School of the University of Pennsylvania in 1990.
“I love helping companies assess their options and find the best solution,” Tom says. “This is true for companies for which I am an advisor as well as companies in which I am an investor. At Courtney Group, we have developed a tremendous number of relationships with many leading financing sources over the past 20 years. Those relationships are available to our clients and our portfolio companies.”
“Some of my most rewarding experiences have been helping companies grow, create jobs and provide career development for their employees, and develop new and better products and services for their customers,” reflects Tom. “We have an excellent record of helping companies reach the next level of success focusing on fine tuning company strategy, pursuing acquisitions and financings, and by recruiting and developing talented managers.”
As for the future, Tom has a passion for, and commitment to, making a positive contribution in several areas: the environment, education, and economic opportunity.
“It has been a great ride so far, and I can’t wait to see who we can help reach their goals and dreams next."