ACG Seattle: Deal Warriors of the Lower Middle-Market
ACG Seattle Chapter Meeting
Wednesday, May 10, 2017
5:00 pm – 7:15 pm
The Washington Athletic Club, Seattle
Have you always wanted to own your own company? Join ACG Seattle on Wednesday, May 10, 2017 to hear from an experienced panel on lessons learned from the deal warriors of the lower middle-market (transactions values $5-$15m).
The panel features:
Todd Marker, Alpine Pacific Capital
As a founding partner of Alpine Pacific Capital, Todd Marker is active in all aspects of the firm’s operations. Prior to co-founding Alpine Pacific, Todd was a Managing Director at Montlake Capital, a Seattle-based growth equity firm, where he participated in building the portfolios of two separate funds over nearly ten years. While at Montlake he led both minority and control transactions, and was actively engaged as a board member in several of the firm’s portfolio investments. Earlier in his career, Todd was an investment professional at another Seattle-based private equity firm, lived in Silicon Valley while working at a venture-backed technology company and was part of an acquisitions team that helped build the largest full-service car wash chain the U.S. He currently serves on the boards of the Seattle Chapter of the Association for Corporate Growth (ACG); the Seattle Chapter of Gen-Next (a private organization of executives dedicated to learning about and becoming engaged in the most pressing challenges facing future generations); and the King County Chapter of the National Football Foundation & Hall of Fame. Mr. Marker holds an A.B. in English from Dartmouth College.
John Martinka, Martinka Consultant
John Martinka is known as The Escape Artist because of his expertise in three areas: 1) Helping executives escape the corporate world by buying the right business the right way; 2) Creating large exits for small businesses so the owner can exit their business with style, grace and more money; and 3) Accelerating businesses so they escape their plateau; dramatically increasing the value of companies. John has over 20 years of business experience supported by a Masters Degree in Finance and Economics from Marquette University. A recognized public speaker, John has developed a reputation for expertise in business acquisition and “problem solving”. He has the knowledge and real life experience which gains client confidence and delivers measurable results. John has owned three businesses, led a company turnaround, analyzed hundreds of acquisition candidates for scores of clients and helped over 100 clients buy or sell a business. He helped start “Partner” On-Call Network and was in charge of training and support. In that role he assisted both new and experienced consultants as they grow their business. John works with numerous non-profits and was twice a Rotary Club President. John is an approved provider for the Washington State SEAP program with his program, “The Street-Smart Way to Buy a Business.”
Lisa Forrest, Banc of California
Lisa Forrest is Director and Business Development Officer for BANC OF CALIFORNIA’s National M&A Lending Division. With 28 years of SBA-specific lending experience, Ms. Forrest brings unsurpassed expertise to her position. She is highly regarded as the industry’s “go-to” resource for M&A acquisition buyer financing for top-tier lower middle market SBA transactions. In addition, Ms. Forrest also works with Exit Professionals to help them prepare sellers for their buyer’s financing process. Over the past 5 years, Ms. Forrest has funded more than $160Million in SBA loans for M&A transactions on a nation-wide basis. Prior to joining BANC OF CALIFORNIA, Ms. Forrest had been a key leader with Union Bank, Fortune Bank, Wells Fargo Bank, and The Money Store/First Union.
Greg Russell, Peterson Russell Kelly
Partner Greg Russell has been a business transactional attorney for more than 25 years. Much of his practice consists of serving as the functional equivalent of an external general counsel for businesses, ranging from “mom and pop” companies to those having more than $500 million in annual revenue. By learning about the business and operations of clients, Greg is able to provide alternatives and solutions to businesses consistent with their objectives in response to legal matters that arise.
With a broad-based corporate advisory and transactional background, Greg’s practice includes advising businesses and business owners concerning succession planning, shareholder and partner agreements, commercial transactions, mergers and acquisitions, commercial real estate matters (including project financing and real estate syndications), asset and stock purchases (including purchases and sales of businesses), and commercial finance and related transactions (including private placements of securities under Regulation D). He also represents clients in the negotiation, drafting, and review of complex business agreements.
John O’Dore, OneAccord Capital (Moderator)
John O’Dore is Principal & Managing Director with OneAccord Capital. He has been a trusted advisor working with business owners and shareholders of privately held businesses for more than 25 years with leading investment banking firms such as Seattle-based Meridian Capital and global investment banking firms Credit Suisse First Boston, Merrill Lynch and Bank of America. John has closed more than 100 company sale, recapitalization, financing and M&A transactions across multiple industries ranging from branded consumer to food and beverage, manufacturing, aerospace, business services and more. For twenty years, John lived and worked across Asia in China, Hong Kong, Taiwan and Singapore. During his time abroad he picked up two Chinese dialects as well as global insight which allows him to bring both local and global perspective to transactions. In 2010 John returned to his native Seattle and continued his work in investment banking.