MAY 2015 ACG Portland M&A Event RECAP

ACG Portland 2015 M&ARemarkable crowd during Tuesday’s (5/12/15) at ACG Portland’s M&A event at the Sentinel Hotel in downtown Portland.  Special thanks D.A. Davidson’s Brad Gevurtz, Stoel Rives’s Steven Hull, Geffen Mesher’s Michael Lortz and the event’s moderator, Portland Business Journal‘s Malia Spencer.

Topics covered:

  • Current M&A market data, valuations, and activity
  •  Trends in deal terms and common protections
  •  Tax strategies and implications
  •  Case studies of successful transactions

ACG Portland’s May (5/12) Peer Growth: M & A Trends & Strategies

ACG Portland May 2015 Peer Growth Event

Tuesday, May 12th, 2015

7:00 am – 9:30 am

Sentinel Hotel

M & A Trends & Strategies
Sponsored by: D.A. Davidson, Stoel Rives, Geffen Mesher and ACG Portland

Please join us for an M&A Trends & Strategies breakfast and discussion, led by D.A. Davidson & Co., Stoel Rives, LLP, and Geffen Mesher & Co. in conjunction with ACG Portland. This event is for CXOs in the Pacific Northwest and is focused on current trends in the M&A and private capital markets as well as strategies to maximize shareholder value.
Topics:

  •  Current M&A market data, valuations, and activity
  •  Trends in deal terms and common protections
  •  Tax strategies and implications
  •  Case studies of successful transactions

Panel:
D.A. Davidson: Brad Gevurtz – Managing Director, Investment Banking
Mr. Gevurtz is a Managing Director in the Investment Banking Division of D.A. Davidson & Co.  Mr. Gevurtz has been with D.A. Davidson since 2005 and during his time with the firm has served as the Head of Investment Banking and as a member of the Board of Directors and the Public Equity Commitment Committee.  Prior to joining D.A. Davidson, Mr. Gevurtz worked for over 20 years on Wall Street as a senior banker at JP Morgan Chase, KeyBanc Capital Markets, and Broadview Int’l (now Jefferies Broadview).  Mr. Gevurtz has significant experience in M&A, private placements, and public offerings, and has worked with clients such as Alltel, AT&T, Cadbury Schweppes, Computer Associates, Comsat, GE, IBM, Toyota, Verizon, and Xerox.

Stoel Rives: Steven H. Hull – Partner
For nearly two decades, Steven Hull has helped public and private companies, investors and individuals achieve their strategic business goals in various types of sophisticated corporate transactions. Steven is recognized in Chambers USA and Best Lawyers in America for his skill in mergers and acquisitions.  He has extensive experience working on deals involving private equity firms, including minority investments.  He regularly represents investors and public and private companies in financing transactions and securities law matters.
Geffen Mesher: Michael Lortz, CPA, LEED AP – Shareholder
Michael Lortz is a shareholder with the accounting firm of Geffen Mesher, which provides auditing, accounting, consulting, and tax services to a variety of closely held businesses and their owners.  A CPA and LEED Accredited Professional, Michael is a frequent speaker on tax issues surrounding business transitions and M&A transactions, and his clients rely on him to help them make strategic decisions and manage their overall tax liability.
Moderator:
Portland Business Journal: Malia Spencer – Tech Reporter
Agenda:
7:00am – 8:00am – Registration and Breakfast
7:45am – Opening Comments
8:00am – 8:30/45am – Structured Presentation
8:30am – 9:00am – Structured Q&A Led by Moderator
9:00am – 9:30am – Open Q&A from the audience