Join Stubbs Alderton & Markiles, LLP
for this exclusive event!
“How to Successfully Position
Your Company to be Sold”
Thursday, September 22, 2016
5:30pm-8:00pm
**Food, Drinks & Networking Included!**
Stubbs Alderton & Markiles, LLP
1453 3rd Street Promenade, Suite 300
Santa Monica, CA 90401
Parking
4th Street/Broadway ramp or in the Santa Monica Place Mall
Featuring
Moderator:
Jonathan R. Hodes, Partner, Stubbs Alderton & Markiles, LLP
Jonathan R. Hodes is a partner of the Firm, and co-chair of the Mergers and Acquisitions Practice Group. Jonathan concentrates in the area of domestic and international business structures and operations with an emphasis on corporate law, securities, and general business law, including international cross-border transactions. He devotes substantial time to buy side and sell side mergers and acquisitions, management buy-outs, leveraged buy-outs, leveraged recaps, mezzanine and senior debt financing transactions, work-outs and secured lending and leasing transactions.
Panelists:
David Herman, Managing Partner, Diamond Capital Advisors
David Herman is a founder and Co-Managing Partner of Diamond Capital Advisors. In 2009, David co-founded Diamond Capital. Due to his operational and transactional experience, David understands the value-drivers that attract buyers. This enables him to generate better than market evaluations for his clients. Owning and selling two businesses provides David with the insight to effectively advise his clients during one of the most challenging times in a business owner’s career. David is licensed (series 7, 79, 63) by FINRA as a General Securities Representative.
Jennifer Sargent, CEO & Co-Founder, Hitfix
Jen is the CEO and Co-Founder of HitFix, the fastest growing entertainment news brand in the U.S. Prior to HitFix, Jen cultivated an expansive range of digital expertise covering the media and technology landscape, including leadership roles at Reed Business Information (parent company of Variety), DoubleClick, BV Capital and J.P. Morgan Technology & Media investment banking. Jen has an MBA from Harvard Business School and a BS in Electrical Engineering from UVa. She is a frequent mentor to aspiring entrepreneurs and has been featured in publications such as USA Today, The New York Observer, and SoCalTech.com, among others.
Scott Galer, Partner, Stubbs Alderton, & Markiles, LLP
Scott Galer is a partner at Stubbs Alderton & Markiles, LLP and co-chairs the firm’s Mergers and Acquisition Practice Group. Scott’s practice focuses on counseling private and public middle-market and emerging growth companies in areas of mergers and acquisitions, securities offerings, joint ventures, complex brand and technology licensing and other strategic business arrangements. In addition, Scott has expertise in advising emerging growth companies from formation through their various stages of growth, including formation, seed and venture capital financing, complex operating and stockholder agreements, employment contracts and equity incentive arrangements.
Eli Eisenberg, Founder & CEO, Straight Line Management
Eli Eisenberg has over 25 years of hands on experience in the financial and business management of entrepreneurial companies. As founder and CEO of Straight Line Management™ Eli specialize in providing financial expertise and mentoring to high-potential early stage companies. He helps them to increase profitability, secure funding, evaluate and capitalize on opportunities, streamline financial operations, and get the financial side of the business under control. I have extensive experience in strategic planning, capital raising strategies, financial management and forecasting, business plan preparation, and development and streamlining of management reporting systems and controls.
Special Thanks to our Sponsors!
Stubbs Alderton & Markiles, LLP is a business law firm with robust corporate, public securities, mergers and acquisitions, entertainment, intellectual property, brand protection and business litigation practice groups focusing on the representation of, among others, venture backed emerging growth companies, middle market public companies, large technology companies, entertainment and digital media companies, investors, venture capital funds, investment bankers and underwriters. The firm’s clients represent the full spectrum of Southern California business with a concentration in the technology, entertainment, videogame, apparel and medical device sectors. Our mission is to provide technically excellent legal services in a consistent, highly-responsive and service-oriented manner with an entrepreneurial and practical business perspective. These principles are the hallmarks of our Firm. www.stubbsalderton.com
Diamond Capital Advisors is a team of experienced professionals, all former business owners who have successfully run and then sold their own businesses, who are now dedicated to achieving the highest possible value for our clients. We increase personal and corporate wealth through mergers, acquisitions, and raising capital at the most favorable terms possible. We act as your bridge, translating the words and process of the capital markets to that of normal, everyday business language. We manage the entire transaction process so you don’t have to worry about it. We drive value by implementing a transactional approach that includes sophisticated pre-planning focusing upon the clients’ needs and concerns, coupled with an aggressive and disciplined blind auction process. www.diamondcapadvisors.com
Stubbs Alderton & Markiles, LLP client Quintron Solutions, a central California-based A/V integrator, and communication systems manufacturer, was acquired by Solutionz, Inc., a Fernandez Holdings (“FHI”) portfolio company. Quintron’s manufacturing division, government contracts, and resources will help expand both companies’ ability to design, build, and manage technology deployments for existing and future customers.
Stubbs Alderton & Markiles’ client INTAC Actuarial Services, which provides administration of employer-sponsored retirement plans for about 3,000 small and mid-sized companies, their owners, key executives and employees, has announced that it will be acquired by 
Stubbs Alderton & Markiles’ represented Dedicated Benefit Services (“Dedicated DB”) in its sale to Ascensus, a technology-enabled service provider. With the acquisition, Ascensus will be able to offer clients access to even more retirement plan experience and expertise while adding another location to its geographic footprint.
(Los Angeles, CA – June 19, 2017) Stubbs Alderton & Markiles, LLP announced that its clients, Kravitz and Kravitz Back Office Solutions, have been acquired by Ascensus. Kravitz is a retirement administration firm and Cash Balance specialist focused on bringing its clients the latest in the design, administration, and management of corporate retirement plans. Kravitz Back Office Solutions delivers private-label actuarial services to third-party administrators across the country to help them grow and succeed with Cash Balance plans.
