Corporate Executive Forum A COMPLIMENTARY BREAKFAST EVENT BY INVITATION ONLY “HOW TO SELL YOUR COMPANY TO A FINANCIAL BUYER AT THE HIGHEST PRICE” TUESDAY, MARCH 6, 2012 • 7:15 - 9:00 A.M. BEVERLY HILTON, STARDUST ROOM • LOS ANGELES Register Sometimes we hear of a company that sold for a stunning valuation. Other times we learn of a seemingly similar company that was acquired for a disappointing valuation. Apart from market timing, why is that and what can business owners and CEOs do to maximize the likelihood of the right outcome? A distinguished panel will discuss this question including perspectives from a CEO who had a successful liquidity event, a general partner of a private equity fund, an investment banker, and a corporate attorney. While there is never a single silver bullet for all situations, there are definitely things one should do in the two year period before an intended exit – and traps to avoid. Adam Coffey, President/CEO, WASH Multifamily Laundry Systems, LLC Adam Coffey has been the President of WASH since 2003 and its CEO since 2005. During his tenure, Coffey has led the company through a series of divestitures, mergers and acquisitions resulting in over $650 million of cash distributions to shareholders and a change in control from a family owned to an institutionally owned company. Prior to WASH, Coffey led the turnaround and rebuilding of Masterplan. Coffey is a respected consultant to investment bankers and the private equity community through the Gerson Lehrman Group where he is a recognized expert in running service based businesses across multiple industries. His last two companies sold for a combined value in excess of $1 Billion. Coffey comes from a Fortune 500 background and did his post graduate work at GE’s famed John F. Welch Leadership Center in Crotonville, NY. He was recently named one of LA’s Top Ten Leaders by Smart Business Magazine. Michael Steuch, Partner, Jeffer Mangels Butler & Mitchell, LLP Michael Steuch is a Corporate Partner at Jeffer Mangels Butler & Mitchell LLP (JMBM), a diversified law firm focused on the middle market with offices in Los Angeles, San Francisco and Orange County. He focuses on working with companies and capital providers on M&A and Equity/Debt financing transactions. A 1998 graduate of the UCLA School of Law, Steuch represents entrepreneurs and private equity firms in structuring and negotiating control buyout and growth equity deals to best promote and protect their business and legal interests. He has extensive experience in counseling a variety of business enterprises from their initial formation and financing through their eventual sale, including the negotiation of technology, branding and other material business arrangements. Recognized as a Southern California “Rising Star” from 2006-2011, Steuch has executed financing and liquidity transactions in a number of different business sectors, including clean tech, healthcare, media, software, consumer products, food, business services and financial services. Brad Brutocao, Partner, Freeman Spogli & Co Brad Brutocao is a Partner with Freeman Spogli & Co., one of the leading middle market private equity investment firms in the United States. Based in Los Angeles and with offices in New York, Freeman Spogli has invested in 47 companies with aggregate values of approximately $18 billion. The firm focuses exclusively on investments in the consumer and distribution sectors. Mr. Brutocao joined the firm in 1997 and currently serves on the Board of Directors of Boot Barn, Floor & Decor and The Paradies Shops. He is also actively involved in Freeman Spogli’s investment in PETCO Animal Supplies. Prior to joining Freeman Spogli, Mr. Brutocao worked at Morgan Stanley & Co. Incorporated in the Mergers and Acquisitions and Corporate Finance departments. Mr. Brutocao received his bachelor’s degree magna cum laude in economics from the University of California, Los Angeles. Duane Stullich, Managing Director, FocalPoint Partners Duane Stullich is co-founder and Managing Director of FocalPoint Partners, a Los Angeles- and Chicago-based Investment Bank with extensive experience advising middle market companies with mergers and acquisitions, private placements of debt and/or equity securities, debt restructurings, and special situations. In addition to being an accomplished investment banker, Mr. Stullich is also a seasoned entrepreneur. Prior to co-founding FocalPoint, he was one of the key contributors to the establishment of the corporate finance department at Houlihan Lokey Howard & Zukin and a co-founder of Murphy Noell Capital. This entrepreneurial experience, combined with his multifaceted career in corporate finance, has given him a unique understanding of entrepreneurial organizations and a proven ability to maximize value in liquidity events and structure and close complex transactions, including generational transfers. Mr. Stullich graduated summa cum laude with a bachelor’s degree in accounting and received his MBA from the UCLA Anderson School of Management. Shawn Bernardini, Executive Director, Frank Crystal & Company - Panel Moderator Shawn Bernardini is an Executive Director for Frank Crystal & Company and started the Los Angeles office almost 2 years ago. He is responsible for all lines of Property & Casualty and Employee Benefits insurance as well as recruiting talent to join the firm. Frank Crystal is the 2nd largest private insurance brokerage firm in the United States and was founded in 1933 in New York City serving the insurance needs of Wall Street investment firms and today there are 10 offices around the country. Frank Crystal has a dedicated Private Equity & Mergers and Acquisition practice group that offers both buy and sell side consultancy and insurance diligence as well as transactional insurance products. Shawn is a graduate of the United States Air Force Academy and received his Bachelor of Science in Management and also holds an MBA as well as a Certified Insurance Counselor Designation. Before entering the insurance industry, Shawn spent 10 years in the United States Air Force as an F-16 pilot and was promoted to the rank of Major and holds an Airline Transport Pilot rating. To be eligible to attend this event, you must be employed as a C-level executive with a corporation. There is no charge to attend for registered C-level executives. If you are not a C-level executive then we apologize for sending you this invitation in error. EVENT SCHEDULE: 7:15 am - Networking 7:45 am - Breakfast 8:00 am - Panel Discussion 8:45 am - Q & A 9:00 am - End of meeting ACG LA’s Corporate Executive Forum brings together C-level executives from middle market and Fortune 1000 companies from a variety of industries to learn new practices, challenge conventional thinking and broaden and strengthen their relationships. Our invitation-only gatherings ensure that you will have the opportunity to network and share your experiences with your peers and only a small, select group of ACG LA officers and sponsors. For over 40 years, ACG LA has been a hub of the Los Angeles business community. As the premiere business association, our members represent companies and industries that are as varied as the neighborhoods of Los Angeles - corporate executives, commercial and investment bankers, private equity investors as well as legal, accounting and finance professionals, many of whom specialize in mergers and acquisitions or corporate development. Sponsored by: