San Diego Webinar
Virtual - Zoom Webinars
This event starts on at
Topic: COVID Six Months Later: What Have We Learned and What is the New Reality?
It’s been six months since COVID-19 hit and the US went into lockdown. How did bankers and investors react and what did they expect back in March? What came to fruition and what didn’t? What have we learned from the COVID-19 pandemic and current civil unrest, and their impact on the market and businesses? As the US continues to open back up, we will reflect on the last six months and look ahead to the next six months (and beyond). The panel of seasoned M&A professionals will discuss their deal experiences; new solutions, strategies and trends that might be here to stay; industries that outperformed expectations and are poised for continued success; and positive outcomes, perhaps unexpected, from the adversity presented by 2020.
By Invitation Only
Opus Connect is a membership-based organization.
If you have any queries, please contact firstname.lastname@example.org
*Opus Connect adheres to a strict no cancellations, no refunds, no application of registration fees to future events policy.
Qualified substitutions are accepted. To send a substitute, please notify email@example.com
**Opus Connect reserves the right to refuse entry to prospective attendees
Joseph Machi is an attorney in Duane Morris’ Corporate Practice Group and a member of its Private Equity Industry Group, Education Industry Group and Cannabis Industry Group. Mr. Machi represents clients across the country in mergers and acquisitions and other complex transactions. He advises public and private companies, private equity funds and their portfolio companies, family business owners and founders in buy-side and sell-side transactions. He has substantial experience in mergers and acquisitions in a variety of industries, including manufacturing, technology and hospitality and leisure, and, in particular, Mr. Machi is a well-established deal attorney in the education/education technology sector.
In addition to mergers and acquisitions, Mr. Machi represents investors and venture capital firms in securities offerings and other sophisticated transactions. He also represents growth companies and established private companies in securities offerings and other sophisticated transactions and general corporate and regulatory matters in numerous industries, including cannabis, life sciences, education and technology. He advises directors, management and founders on exit strategies, corporate governance matters and day to day operational needs.
Prior to entering the practice of law, Mr. Machi worked as an auditor for Ernst & Young LLP, where he obtained his CPA license (now inactive). As a result of his collegiate business degree and years as a public accountant, Mr. Machi brings a unique business and accounting perspective to his representation of clients. He strives to keep his clients (and the other parties) focused on the finish line instead of letting the perfect get in the way of the good.
Carrie joined HRCP in 2009 and brings over 25 years of experience in global manufacturing and finance. She is responsible for a wide scope of operations management for the firm including investment sourcing, investor relations, marketing, IT, facilities management, human resources, compliance and accounting. Prior to HRCP, Carrie spent 15 years overseeing worldwide textile production. Carrie received a BS from Cornell University and a Master of Finance from Harvard University.
Daniel E. Sirvent has years of experience in corporate finance, mergers & acquisitions, asset divestitures and corporate finance transactions totaling over $2.5 Billion in closed transaction value. He specializes in working with companies in highly complex, heavily regulated industries where his background in policy analysis and management enables him to provide specific expertise to companies in the aerospace & defense, life sciences and natural resource sectors.
He was a Director of Investment Banking at ROTH Capital Partners where he was responsible for the development of the firm’s Oilfield Services & Technology investment banking practice, including cultivating client relationships with issuers and private equity sponsors, engagement management and transaction execution.
Sirvent’s background also includes experience as a Director of Corporate Finance & Strategic Planning at an upper middle-market healthcare services company where he was responsible for the company’s financial partner relationships on a broad range of financing transactions. In addition, he was a key member of the executive management team on matters relating to strategic growth initiatives and long-range planning.
In 2009, Daniel joined C. K. Cooper & Company as the Founder of the firm’s Aerospace, Defense & Government Markets (AD&G) industry practice group where he worked with leading U.S. and International AD&G companies. He was a member of the firm’s Fairness Opinion Committee and developed the firm’s advisory capabilities in the areas of mergers & acquisitions, strategic planning and private equity advisory.
Sirvent began his finance career with Salomon Smith Barney in New York, and later joined Citigroup Global Markets spending 3 years in their Global Wealth Management division. Mr. Sirvent is a graduate of Cornell University, and holds an MBA in Finance from Chapman University. He is a member of numerous industry and professional organizations throughout the U.S. He and his wife reside in Costa Mesa, CA where they devote their efforts to raising their 4 children and volunteering to support various community organizations.
Stefan Okhuysen is a Principal at CVF Capital Partners and heads the San Diego office. He brings over 10 years of investment, investment management and operational experience to CVF and has either led or participated in transactions in several sectors, including logistics, manufacturing, healthcare, business services, education, food and beverage, and retail. He has sat on a number of boards in these sectors, either as a member or advisor in both Mexico and the U.S.
Mr. Okhuysen joined CVF in 2011 but between 2013 and 2016 he served as Vice President at Tresalia Capital's Private Equity team, where he led and participated in several transactions throughout the U.S. and Mexico.
Prior to transitioning into Private Equity, Mr. Okhuysen was founder and CEO of SOU Group, a Los Angeles-based imports and distribution firm focused on Hispanic products. Previously, he worked at Banco Santander Suisse’s Asset Management division in Geneva, Switzerland, as a Fixed Income Analyst.
Stefan received an M.B.A. from the Kellogg School of Management at Northwestern University and a B.A. in Financial Management from Tec de Monterrey.
Stuart Moss is Managing Director of Keystone Capital Markets. With over 25 years experience in M&A and business operations, Stuart has a unique ability to understand the needs of business owners, and to optimize transaction value by recognizing the importance of key value drivers. While working in M&A roles for investment banks, large multinationals, and private equity – and as a former owner/operator of four manufacturing and technology companies – Stuart has acquired, grown, and divested middle-market companies in a variety of industries, while personally transacting business in over 20 countries.
Stuart earned a B.A. in Economics from Duke University, studied at Oxford University (in the United Kingdom), obtained his MBA from the Darden School at the University of Virginia, and is a Series 63 and 79 Registered Securities Representative. He is President-Elect for San Diego’s chapter of the Association for Corporate Growth, and is Chairman of the Board for the nation’s 9th largest Meals On Wheels nutrition program.