Advising the First Time Seller on a Liquidity Event
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JUN
07
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Part 3 of 6 in our First Wednesdays: The Wealth Management Excellence Series.
Liquidity events are central to the wealth management business, but an advisor who gets involved at the last minute may be too late to earn the business. However, there is a knowledge base that is recommended to speak to business owners earlier in the process. In this event, a panel of experts will explain what advisors should know in order to knowledgably approach a business owner early in the process of selling their business.
Matthew Odgers, Esq. | Matthew Odgers is the founder and owner of Odgers Law Group, a Southern California law firm focused on mergers and acquisitions, business transactions, and estate planning for high net worth individuals. Mr. Odgers serves clients in the health care, bio-tech, e-commerce, and technology fields. In addition, Mr. Odgers has experience with domestic and international business transactions and estate planning.
Before starting Odgers Law Group, Mr. Odgers worked at the ICTY in the Netherlands and has since spent time studying the rule of Law in Hangzhou, China. Mr. Odgers obtained his undergraduate degree from Purdue University before returning to San Diego where he earned his Juris Doctorate. When he is not working, Mr. Odgers enjoys traveling, photography, and spending time with his friends and family. Back To Top ^^
Nishen Radia | Nishen Radia is a co-founder of FocalPoint and has over 20 years of experience advising owners of middle-market companies on mergers and acquisitions, debt and equity recapitalizations and financial restructurings. Having previously worked in investment banking at Merrill Lynch, SocGen and Baring Brothers in London, New York and Hong Kong, he has been able to leverage his experience to bring a higher level of sophistication and a global perspective to transactions involving businesses in the middle market. He is a winner of the “40 under 40” award for deal-making and is the Chairman of the Board of the VEDC, one of the nation’s largest non-profit lenders. Mr. Radia received his M.B.A. with distinction from the UCLA Anderson School of Management and graduated with honors with a degree in economics from the University of Bristol, England. Back To Top ^^
Jeremy Triefenbach | Jeremy Triefenbach is Co-founder and CFO of Stage 1 Financial and began his career in the U.S. Navy before transitioning into PricewaterhouseCoopers (PWC). After PWC Jeremy moved into a Controller role at DryBar, a company which experienced 500% growth during his tenure. Jeremy supported the organization in 4 separate fundraising rounds. Since 2014 Jeremy and the Stage 1 have dedicated themselves to being the leading national accounting and finance solution for fast growing, investor backed, broad consumer brands. Back To Top ^^
Lee Weinberg | Lee Weinberg is a founder of business and transactions law firm, Weinberg Gonser LLP. Lee has counseled a wide range of individual and business clients in connection with their growth and in more than $20 billion in domestic and international transactions and financings. His work commonly involves intellectual property, joint ventures and M&A, and his industry concentrations include hospitality, media, aerospace and technology.
Lee has also personally run and financed a number of businesses in hospitality, media, aerospace and technology from their inception, and is active on several growth-company boards. In the restaurant world, Lee was both legal counsel to, and a Board member of, Umami Burger from its founding through its national and international expansion. Earlier, Mr. Weinberg was a leading principal in the acquisition and restructuring of AEi Systems, an aerospace engineering firm whose customers include the world’s largest particle accelerator at CERN and nearly all the world’s leading aerospace/defense and IC manufacturers. He was also co-founder and CEO of SalesMountain, a mobile and internet infomediary that returned profit to investors during the dot.com bust.
Prior to SalesMountain, he practiced law with Sullivan & Cromwell, Debevoise & Plimpton and with Riordan & McKinzie in Los Angeles. Lee has been published and/or quoted in Euromoney, Investor’s Business Daily, The National Law Journal, and The Business Law News, and is a frequent lecturer and panelist on entrepreneurship, business and investing, media and technology, and intellectual property (including with USC’s Marshall School of Business, USC’s Annenberg School of Communications, UCLA’s Anderson School of Business, and the Los Angeles Venture Association (LAVA), among others).
Lee earned his J.D. from Yale Law School and his B.A. summa cum laude from University of Rochester. He has served as President of the Yale Law School Association of Southern California, and interviews Yale College applicants as a member of the Yale Alumni Schools Committee. He is also a member of the Board of the March of Dimes that spearheads the March of Dimes’ efforts in the five-county LA Market. Back To Top ^^
Liquidity events are central to the wealth management business, but an advisor who gets involved at the last minute may be too late to earn the business. However, there is a knowledge base that is recommended to speak to business owners earlier in the process. In this event, a panel of experts will explain what advisors should know in order to knowledgably approach a business owner early in the process of selling their business.
Matthew Odgers, Esq. | Matthew Odgers is the founder and owner of Odgers Law Group, a Southern California law firm focused on mergers and acquisitions, business transactions, and estate planning for high net worth individuals. Mr. Odgers serves clients in the health care, bio-tech, e-commerce, and technology fields. In addition, Mr. Odgers has experience with domestic and international business transactions and estate planning.Before starting Odgers Law Group, Mr. Odgers worked at the ICTY in the Netherlands and has since spent time studying the rule of Law in Hangzhou, China. Mr. Odgers obtained his undergraduate degree from Purdue University before returning to San Diego where he earned his Juris Doctorate. When he is not working, Mr. Odgers enjoys traveling, photography, and spending time with his friends and family. Back To Top ^^
Nishen Radia | Nishen Radia is a co-founder of FocalPoint and has over 20 years of experience advising owners of middle-market companies on mergers and acquisitions, debt and equity recapitalizations and financial restructurings. Having previously worked in investment banking at Merrill Lynch, SocGen and Baring Brothers in London, New York and Hong Kong, he has been able to leverage his experience to bring a higher level of sophistication and a global perspective to transactions involving businesses in the middle market. He is a winner of the “40 under 40” award for deal-making and is the Chairman of the Board of the VEDC, one of the nation’s largest non-profit lenders. Mr. Radia received his M.B.A. with distinction from the UCLA Anderson School of Management and graduated with honors with a degree in economics from the University of Bristol, England. Back To Top ^^Jeremy Triefenbach | Jeremy Triefenbach is Co-founder and CFO of Stage 1 Financial and began his career in the U.S. Navy before transitioning into PricewaterhouseCoopers (PWC). After PWC Jeremy moved into a Controller role at DryBar, a company which experienced 500% growth during his tenure. Jeremy supported the organization in 4 separate fundraising rounds. Since 2014 Jeremy and the Stage 1 have dedicated themselves to being the leading national accounting and finance solution for fast growing, investor backed, broad consumer brands. Back To Top ^^Lee Weinberg | Lee Weinberg is a founder of business and transactions law firm, Weinberg Gonser LLP. Lee has counseled a wide range of individual and business clients in connection with their growth and in more than $20 billion in domestic and international transactions and financings. His work commonly involves intellectual property, joint ventures and M&A, and his industry concentrations include hospitality, media, aerospace and technology.Lee has also personally run and financed a number of businesses in hospitality, media, aerospace and technology from their inception, and is active on several growth-company boards. In the restaurant world, Lee was both legal counsel to, and a Board member of, Umami Burger from its founding through its national and international expansion. Earlier, Mr. Weinberg was a leading principal in the acquisition and restructuring of AEi Systems, an aerospace engineering firm whose customers include the world’s largest particle accelerator at CERN and nearly all the world’s leading aerospace/defense and IC manufacturers. He was also co-founder and CEO of SalesMountain, a mobile and internet infomediary that returned profit to investors during the dot.com bust.
Prior to SalesMountain, he practiced law with Sullivan & Cromwell, Debevoise & Plimpton and with Riordan & McKinzie in Los Angeles. Lee has been published and/or quoted in Euromoney, Investor’s Business Daily, The National Law Journal, and The Business Law News, and is a frequent lecturer and panelist on entrepreneurship, business and investing, media and technology, and intellectual property (including with USC’s Marshall School of Business, USC’s Annenberg School of Communications, UCLA’s Anderson School of Business, and the Los Angeles Venture Association (LAVA), among others).
Lee earned his J.D. from Yale Law School and his B.A. summa cum laude from University of Rochester. He has served as President of the Yale Law School Association of Southern California, and interviews Yale College applicants as a member of the Yale Alumni Schools Committee. He is also a member of the Board of the March of Dimes that spearheads the March of Dimes’ efforts in the five-county LA Market. Back To Top ^^
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Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or e-mail info@cfala.org. Member “no-shows” will be billed the difference between the member fee and the non-member fee for the event which is posted on the CFALA website.
Series Chairs:
Yves-Marc Courtines, CFA and Thomas Mahoney, CFA, CAIA
Yves-Marc Courtines, CFA and Thomas Mahoney, CFA, CAIA
Event Chair:
Terence Balagia, Jr, CFA
Terence Balagia, Jr, CFA
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As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 1.5 credit hours. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary. |
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