Los Angeles Private Equity Chapter: January Panel
2049 Century Park East
Los Angeles, CA, 90067
Late Registration: $220
This event is free for National, Chicago Private Equity Chapter, Los Angeles Private Equity Chapter, Los Angeles Real Estate Chapter, NYC Private Equity Chapter, and Corporate members.
This event starts on January 22nd at 11:30 AM.
Topic: Cautionary Tales, Red Flags, Broken Deals & More – Lessons from M&A Experts
Join us as a panel of deal veterans share valuable lessons learned from tough deals and failed transactions. Issues addressed will include buyer mistakes, over valuation, poor structuring, cultural mismatches, bad management, seller problems, or even outright fraud. What should you do when you find yourself in these sticky situations?
Our panel will discuss what to look for to avoid bad deals, what can be done differently, what buyers should do when an acquisition is under-performing, or when one has simply failed, and much more. Come learn from a mix of experienced deal makers sharing different perspectives– investment banker, private equity sponsor, lender, and M&A consultant – all with scars obtained in acquisitions. You will leave with plenty of takeaways from this one!
Opus Connect Members: No Charge
- Non-Members (On or before January 17th): $195
- Non-Members (On or after January 18th): $220
By Invitation Only
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im Davidson brings business acumen from decades of corporate financial management. He is a Certified Insolvency and Restructuring Advisor, Certified Turnaround Professional, Certified Mergers and Acquisitions Advisor and Certified Corporate Director. He is also a licensed Certified Public Accountant with financial forensics specialization credentials (CFF, CFS, and FCPA), and a Certified Fraud Examiner (CFE). He integrates diverse experience from public accounting, auditing, and consulting.
As an executive and member of boards of director in private industry, Jim has provided expert advice in the areas of insolvency, bankruptcy, financial and operational restructurings, turnarounds, and profitability improvement.
Jim uses his expertise to advise on matters of fraud, forensics, litigation support, mergers and acquisitions, strategic planning, and corporate governance. His combined experience and professional qualifications fulfill the financial expert requirements defined by Sarbanes-Oxley, NYSE, and NASDAQ. He also serves on the Financial Executives International Committee for Small and Mid-Sized Public Companies.
Jim is president and member of the board of directors of the Los Angeles Chapter of Certified Fraud Examiners.
Jim has served in executive positions at both public and private companies ranging from entrepreneurial to multi-billion dollar firms. Jim transitioned to private industry after 10 years of accounting, auditing, and consulting for Big Four Certified Public Accounting firm PricewaterhouseCoopers.
He served more than 10 years as a member of several boards of directors and in various financial and executive positions, including president and CEO, COO, CFO, secretary-treasurer, chief accounting officer, and corporate controller.
Bryan Cummings is a Managing Director and Head of Financial Sponsor Coverage for D.A. Davidson & Co. Previously, he founded and led the U.S. middle market sponsor coverage practice at RBC Capital Markets and led corporate development at a global information services firm. With more than 18 years of experience across investment banking and corporate finance, Bryan also brings extensive MA& and capital markets experience to his clients in the technology, diversified industrial and aerospace/defense industries, with tenures at J.P. Morgan, Bear Stearns and UBS.
Before beginning his advisory career, he served as a U.S. Army combat arms officer in the U.S. and overseas with a focus on small unit leadership and shoulder-fired Stinger missiles. Bryan holds a master’s degree in public policy with a concentration in trade /finance and negotiation from Harvard University’s Kennedy School of Government and a bachelor’s degree in politics and near east studies from Princeton University.
Mr. Isaacs joined RLJ Equity Partners from Kayne Anderson Capital Advisors in the firm's growth private equity group with $615 million of assets under management. Prior to joining Kayne Anderson, Mr. Isaacs served as Corporate Counsel at Macrovision Corporation. With a background in private practice as a corporate and securities lawyer, Mr. Isaacs previously worked at Foley & Lardner, LLP. Mr. Isaacs earned a B.A. in International Relations from the College of William and Mary, a J.D. from the University of Maryland School of Law, an LL.M. in Securities and Financial Regulation from Georgetown University Law Center, and an M.B.A. in Finance from the Wharton School at the University of Pennsylvania. He is a member of the Bar Associations of California, the District of Columbia, Maryland and Virginia.
Mr. Aghili is a CEO and operating executive with over a decade of experience in highly complex SaaS platforms, global logistics, industrial & military IoT, enterprise software, analytics, and broad business services industries.
He served as a managing partner of Kerwood Capital Partners (KCP) from 2014 through the end of 2018. KCP was formed as a special-purpose fund which resulted in the acquisition of Blue Sky Network in 2016 and subsequently Applied Satellite Engineering (ASE). Kambiz served as the CEO of Blue Sky Network where he successfully led company’s substantial growth in sales and distribution channels in over 50 countries while forming its technology roadmap, market differentiation, infrastructure and talent/culture development across the organization.
He previously held the position of managing director for AFH Holding and Advisory and then General Pharma Partners family offices in Los Angeles. In these roles, he was in charge of portfolio investments including successful execution of capital raise, private placement, contract term negotiation, board of directors’ formation and business plan development. In his earlier role as the director of product strategy for Teradata Corporation (NYSE: TDC) from 2005 to 2012, Mr. Aghili was in charge of defining and aligning the technology roadmap with sales, product management and field support. He actively championed M&A transactions including the acquisition of Aster Data while at Teradata.
Mr. Aghili has been proudly teaching entrepreneurship as an adjunct professor at UCLA Anderson School of Management since 2014 accordingly.
Zach Martin joined Pacific Mercantile Bank in our Costa Mesa Corporate Office in October 2015. Zach focuses on sponsor-backed consumer packaged goods companies, especially in the food and beverage industry, as well as industrial manufacturing. Prior to joining the Bank, Zach worked with Crestmark as VP, Business Development in Los Angeles. Earlier, Zach was VP, Business Development with Bibby Financial where he managed company expansion into Orange County and San Diego. Zach has also worked with GemCap Lending, Culver Capital Group and AgriCap Financial and was part of startups of two asset-management companies.