TABLE OF CONTENTS, Exams of Lease Finance and Investment Banking

Download TABLE OF CONTENTS and more Exams Lease Finance and Investment Banking in PDF only on Docsity! O C T O B E R 1 1 M I N N E A P O L I S CONFERENCE M&A | 2012 TABLE OF CONTENTS John F. Ackerman ....................................................................1 Devin Anderson .....................................................................2 Brian Baker ..............................................................................3 David W. Barrett ...................................................................4 David Becker ...........................................................................5 Trevor J. Belden ......................................................................6 Jim Birge ...................................................................................7 Jeff Brown ................................................................................8 Chris Caniff .............................................................................9 Steve Cobb ........................................................................... 10 Dan Corsaro ........................................................................ 11 Karen Dehaan-Fullerton .................................................... 12 Brian E. Edelman ................................................................. 13 Beau Garverick .................................................................... 14 Scott Hebbeler .................................................................... 15 Patrick Jensen ....................................................................... 16 Gary Laitner ......................................................................... 17 Joe Lavely .............................................................................. 18 Christine G. Long................................................................ 19 Scott Lutzke ......................................................................... 20 Rich Mitchell ......................................................................... 21 Randy Paine .......................................................................... 22 Scot Swenberg ..................................................................... 23 Bob Welch ............................................................................ 24 O C T O B E R 1 1 M I N N E A P O L I S CONFERENCE M&A | 2012 John is a co-founder and Managing Director of Cardinal Equity Partners and has been involved with the purchase and management of middle market businesses since 1993. Today, John provides board-level oversight to seven businesses ranging in size from $15 million to over $200 million. John also serves as a board member of Hulman & Company (parent company of the Indianapolis Motor Speedway), Crew Carwash, Inc. and Walker Information, Inc. Prior to John’s private equity experience, John was with the Quaker Oats Company where he managed a variety of the company’s brands, and he also served as a commercial lender for The National Bank of Detroit. John serves on the boards of The Children’s Museum of Indianapolis, Eskenazi Health Foundation, Avondale Meadows Academy Charter School and the Indianapolis 500 Festival Foundation. He also currently serves as chairman of the Indiana chapter of the World President’s Organization (WPO). In the past, John has served in board leadership roles for Conner Prairie Museum and Foundation, The Venture Club of Indiana and The Villages of Indiana, the state’s largest child welfare nonprofit organization. He has a bachelor’s degree in business from The University of Michigan and a master’s in management from the J.L. Kellogg School of Business at Northwestern University. John, a native of Indianapolis, is married and has two children. John F. Ackerman Principal | Cardinal Equity Partners O C T O B E R 1 1 M I N N E A P O L I S CONFERENCE M&A | 2012 David W. Barrett Partner | Faegre Baker Daniels David Barrett’s mergers and acquisitions experience includes representing buyers, sellers and investment banks in the negotiation and consummation of transactions in manufacturing, chemicals, retail, service, logistics, financial institutions, life sciences, oil and gas, alcoholic beverages and other industries. He has created a subspecialty in the purchase and sale of convenience stores and retail fuel outlets, including representing one of the largest players in the industry. David also represents companies headquartered in more than a dozen states, as well as several headquartered internationally. In addition to M&A, David has led multiple joint venture and other strategic transactions, including several public-private partnership transactions. David’s clients range from very small businesses with single owners to multinational companies. He has handled transactions ranging from less than $1 million to $1.9 billion, with the majority of his practice involving middle market deals of less than $100 million. David has acted as Indiana counsel on several large transactions involving out-of-state interests, many of which required opinion letters on specific Indiana corporate law issues. Read full biography. O C T O B E R 1 1 M I N N E A P O L I S CONFERENCE M&A | 2012 David Becker David Becker is the Chairman and Chief Executive Officer of First Internet Bancorp, where he has served as Chairman and CEO since the Bancorp became effective in 2006. David founded and today serves as President and CEO of the Bancorp’s subsidiary, First Internet Bank, which launched to the public in 1999. David has a history of more than 30 years with successful entrepreneurial companies in financial services and technology, and is actively involved in several philanthropic organizations. In 1981, he founded re:Member Data Services to provide electronic data processing services to credit unions throughout the United States. He served as CEO of re:Member Data Services until the company was acquired by Open Solutions Inc. in 2004. David founded and served as CEO at OneBridge, a credit and debit card processing firm, until it was acquired by Vantiv in 2014. In 1995, he founded VIFI, which provided Internet services to financial institutions and corporations until it was acquired by Digital Insight Corporation in 2002. David also founded and remains actively involved as CEO of two other Indianapolis-based companies: DyKnow, a company specializing in educational technology for interactive learning experiences; and RICS, a firm that provides inventory control and POS systems for retailers via the Web. David was the first Chairman and remains on the board of TechPoint, a change agent for Indiana’s technology industry. He is a past Chairman and member of the board of the TechPoint Foundation for Youth, promoting STEM education programs for students in the state. David also served as Chairman of the Central Indiana Community Foundation (CICF), a public charity established to improve philanthropic services supporting the central Indiana region. A firm believer in the value of higher education, David has supported a number of Indiana universities and educational organizations. He is currently a member of the Dean’s Advisory Council for the School of Informatics at Indiana University (IUPUI) and the advisory board for The Robert C. McDermond Center for Management and Entrepreneurship. He has previously served on an advisory board for the IT Associates Program at DePauw University as well as the board of trustees at Vincennes University. Mr. Becker also served on the board of the Central Indiana Corporate Partnership, an alliance of CEOs and university presidents working to promote economic growth. David is a 2001 recipient of the Ernst & Young Entrepreneur of the Year award and a 2002 recipient of the TechPoint Trailblazer in Technology award. In 2004, he was named Sagamore of the Wabash by Indiana Governor Joe Kernan. In 2008, he was inducted into the Junior Achievement-sponsored Central Indiana Business Hall of Fame. In February 2015, he was granted the prestigious Lifetime Achievement Award in Mentoring by College Mentors for Kids. David is a graduate of DePauw University. Chairman and CEO | First Internet Bank and First Internet Bancorp Owner | RICS Software and Dynamic Knowledge Transport O C T O B E R 1 1 M I N N E A P O L I S CONFERENCE M&A | 2012 Trevor J. Belden Partner | Faegre Baker Daniels Trevor Belden represents buyers and sellers in acquisitions of privately held companies. He has 15 years of experience closing deals for clients that range from family-owned business, large institutions and private equity firms. Trevor has been recognized by Indiana Super Lawyers — Rising Star, Mergers & Acquisitions, 2011-15; and Chambers USA: America’s Leading Lawyers for Business — Up and Coming, 2013-15. Read full biography. O C T O B E R 1 1 M I N N E A P O L I S CONFERENCE M&A | 2012 Chris Caniff Senior Managing Director | Periculum Capital Company Chris Caniff is a Senior Managing Director of Periculum Capital Company, a leading investment and merchant banking firm providing mergers and acquisitions advisory services, corporate finance and capital markets services, and merchant banking services. Chris heads the firm’s merger and acquisition practice and has completed over 55 transactions during his tenure with the firm. Since 2001, Chris has been instrumental in expanding Periculum’s mergers and acquisitions practice and developing the firm’s debt capital markets practice. Notable recent transactions include the sale of Florida Chemical Company to Flotek (NYSE:FTK), the sale of Saran Industries to Titan Equity Partners, the sale of Corn Flour Producers to Bunge North America, Inc. and the sale of Petsuites to National Veterinary Associates. Prior to joining Periculum, Chris was co-founder of the Indiana division of The Provident Bank, responsible for developing $100 million in outstanding loans in the first year and a half of operations. Prior to The Provident Bank, Chris spent time with both Bank One and First Chicago/NBD in their respective commercial banking groups. Chris was selected to the Indianapolis Business Journal’s “40 under 40” list in 2005, and was a finalist for Indy’s Best and Brightest in the category of Banking and Financial Services in 2004. He previously served on the board of directors of the Indiana Chapter of the Association for Corporate Growth. Chris is a graduate of Indiana University with a B.A. in economics. O C T O B E R 1 1 M I N N E A P O L I S CONFERENCE M&A | 2012 Steve Cobb Managing Director | CID Equity Capital Steve’s approach is simple: look for companies with untapped potential and match them with demonstrated leaders. He uses his broad experience building consumer and industrial brands to help the leaders within CID’s portfolio shape the strategies needed to deliver the next phase of growth. And along the way he looks for resources to motivate and inspire the teams he works with. When not on the search for big-market investment opportunities, Steve leads CID’s recruiting activities. He is always open for a conversation with thoughtful, high-initiative leaders looking to continue their careers in private equity. Steve focuses on building strong consumer and industrial brands. He represents CID on the boards of JL Darling, Matilda Jane Clothing, Fit & Fresh, Salon Grafix, Strahman Valves and ABC Industries. A frequent speaker on helping companies manage the transition from entrepreneurial to professional management, Steve is a recognized and sought-after resource for lower-middle market branded businesses. Previously Steve was a member of the Home Care Finance team at Procter & Gamble where he helped lead the growth of the U.S. laundry and cleaning products business. Steve holds an MBA from Harvard Business School, and a B.A. from DePauw University. Contact Steve with investment opportunities involving branded products, an idea about a leader for a portfolio business, an invitation to a golf or tennis game, or an adventurous travel story. O C T O B E R 1 1 M I N N E A P O L I S CONFERENCE M&A | 2012 Dan Corsaro Partner, Transaction Services | Ernst & Young LLP Dan is the Tax Leader for Ernst & Young’s Indiana practice and a partner in the Transaction Advisory Services practice. Prior to returning to E&Y in 1999, Dan practiced tax law in the tax and mergers and acquisition areas as a partner with one of Indianapolis’ largest law firms. Dan has assisted many firms in a variety of taxable asset acquisitions, taxable share acquisitions, tax-deferred asset acquisitions, tax-deferred share acquisitions, initial public offerings, management buyouts, leveraged buyouts, joint ventures, spin-offs, and other strategic alliances and financing transactions as well as internal restructurings. Dan’s experience extends to a variety of industries, notably including private equity, insurance, life sciences and manufacturing organizations. Dan graduated from the University of Notre Dame with a Bachelor of Business Administration in accounting. He is a licensed Certified Public Accountant in Indiana. He graduated from Indiana University School of Law – Indianapolis. He is a licensed attorney in Indiana. O C T O B E R 1 1 M I N N E A P O L I S CONFERENCE M&A | 2012 Beau Garverick Vice President, Corporate and Business Development | Anthem, Inc. Beau Garverick is currently Vice President, Corporate and Business Development at Anthem where he is responsible for the sourcing, diligence, valuation, strategic rationale and negotiation of mergers and acquisitions, joint ventures, partnerships and other corporate investments. Prior to rejoining Anthem one year ago, he was Vice President, Corporate Finance at Coventry Healthcare where he had responsibility for corporate development, debt financing, share buybacks and the dividend program. His four-year stay at Coventry resulted in a sale of the company to Aetna for $8.3 billion. Prior to joining Coventry, he worked at WellPoint in the Corporate Development group as well as the Chief of Staff for Comprehensive Health Solutions which was responsible for all provider contracting, medical management, pharmacy contract and informatics. While at WellPoint, he was instrumental in the sale of WellPoint’s Pharmacy Benefit Management Company to Express Scripts for $4.8 billion as well as the acquisitions of numerous health plan and cost containment companies ranging from $5 million to $500 million. Before moving to Indianapolis, Mr. Garverick was also an investment banker in New York City for six years focusing on health care companies. Beau received his International MBA from the University of South Carolina’s Darla Moore School of Business and currently resides in Indianapolis with his wife and daughter. O C T O B E R 1 1 M I N N E A P O L I S CONFERENCE M&A | 2012 Scott Hebbeler Director | Lincoln International Role at Lincoln International Scott is a senior member of the firm’s Private Company group and is active in marketing the services of Lincoln International. He has led or assisted in the execution of dozens of merger and acquisition transactions across a variety of industries. Scott is also active in the firm’s associate recruiting activities. Advisory Experience Scott has significant merger and acquisition advisory experience, working on numerous transactions for Fortune 500 companies, and leading private equity firms and privately-held businesses. Scott has extensive experience in both U.S. and cross-border sell-side and buy-side transactions. Scott also has experience with strategic advisory mandates including corporate restructuring and valuation assignments. Past Affiliations Scott joined Lincoln in 2006. Prior to joining Lincoln International, Scott served for five years as an officer in the United States Air Force where he separated at the rank of Captain. During his tenure in the Air Force, Scott worked on the Evolved Expendable Launch Vehicle program, the Air Force’s next-generation space launch platform. Scott also served overseas during Operations Enduring Freedom and Iraqi Freedom. Industry Experience Scott has deep knowledge of the automotive and truck sector, though he has diverse experience executing transactions for middle market aerospace and defense, industrial components and systems, capital equipment, building products, consumer products, and business services companies. Academic Credentials Scott holds a Master of Business Administration from Harvard Business School and is a Distinguished Graduate of the United States Air Force Academy where he earned a Bachelor of Science degree in management. O C T O B E R 1 1 M I N N E A P O L I S CONFERENCE M&A | 2012 Patrick Jensen Managing Director | Prairie Capital Patrick Jensen currently serves as a Managing Director of Prairie Capital, and is responsible for sourcing and evaluating potential investments, structuring and negotiating transactions, and working with portfolio companies. Prior to joining Prairie Capital in 2012, Patrick enjoyed a successful 15-year career in investment banking, most recently as a Managing Director in the Chicago office of Duff & Phelps, which he joined in 2000. Patrick began his career at Vine Street Partners, Inc., a boutique investment bank focused on sellside, buy-side and capital raising transactions. With over 15 years dedicated to the middle market, Patrick has closed more than 50 transactions, working predominately with entrepreneurs, families and privately held businesses. Patrick graduated from the University of Illinois with a B.S. in Finance. He received his MBA from the Kellogg School of Management at Northwestern University. Patrick lives with his wife and two children in Clarendon Hills, Illinois. In addition to his responsibilities at Prairie, Patrick and his wife have been active supporters in a variety of volunteer and fundraising services, including the Hope4Bridget Foundation, the Little City Foundation and Hephzibah Children’s Association. O C T O B E R 1 1 M I N N E A P O L I S CONFERENCE M&A | 2012 Christine G. Long Partner | Faegre Baker Daniels Christine Long concentrates her practice in the areas of securities law, mergers and acquisitions, and general corporate law. She focuses primarily on counseling public companies with respect to ongoing disclosure and periodic reporting requirements under securities laws, including preparation of SEC reports and other disclosure documents. Christine also focuses on advising public companies on corporate governance matters, stock exchange requirements, executive compensation matters and disclosure issues. Christine also has experience with public offerings, private placements and other securities transactions. She has advised companies in connection with mergers, acquisitions and dispositions. Christine also provides legal counsel with respect to general business matters and contract preparation. Christine, who first joined the firm in 1995 as an associate, was a firm partner from 2005-07. She rejoined Faegre Baker Daniels in 2013, after more than five years with a public company — most recently as Senior Vice President, General Counsel and Secretary. In her in-house position, Christine prepared SEC filings and other disclosure documents for the company. She also advised senior management on securities law disclosure obligations, corporate governance matters, equity compensation issues, New York Stock Exchange requirements, changes in securities regulations and other public company matters. Read full biography. O C T O B E R 1 1 M I N N E A P O L I S CONFERENCE M&A | 2012 Scott Lutzke Founding Partner | Centerfield Capital Partners Scott co-founded Centerfield with Tom Hiatt in 1998. He is responsible for sourcing investment opportunities, overseeing due diligence, structuring and negotiating transactions, portfolio management and investor relations. Scott has nearly 40 years of experience in private equity, investment banking, international banking and corporate banking. Prior to forming Centerfield, Scott headed several middle market corporate banking divisions for Indiana National Bank and also managed the bank’s London office for several years. Later, he established and led the Capital Markets Group for NBD Bank in Indiana. In this capacity, he and his team participated in a broad range of corporate finance transactions, including advising on merger and acquisitions, structuring mezzanine debt and equity placements, and completing corporate bond and note placements. Subsequently, at First Chicago Capital Markets, Scott served as Managing Director and Manager of Indiana Public Banking, which provided loan and bond financing to health care, governmental and educational institutions. Scott has a B.S. in physics from Purdue University and an MBA in finance from Indiana University. Scott serves as a Director of Dedicated Transport, Direct Marketing Solutions, Imaginetics, and Roehm Marine, and as an observer of First Source. O C T O B E R 1 1 M I N N E A P O L I S CONFERENCE M&A | 2012 Rich Mitchell President | A&R Logistics, Inc. Rich Mitchell has an extensive background across transportation, manufacturing and service-related industries. He currently serves as Co-Owner, member of the board of directors and President of A&R Logistics, Inc. A&R Logistics is a $200 million dollar diversified transportation company consisting of asset based trucking, and non-asset based warehousing and logistics. Additionally, he functions as President for investment firm MRH Holdings, LLC. MRH co-invests with private equity in middle market industrial and transportation companies, as well as providing on-site management, strategy development, M&A transaction execution and board of directors oversight. In the recent past, Rich served as Co- Owner, member of the board of directors and Chief Financial Officer of Prime Distribution Services, Inc. (PDS). PDS was sold on August 31, 2011, to publicly traded Roadrunner Transportation Systems, Inc. (RRTS). Prior to MRH, Rich served as Chief Operating Officer of ACL Professional Services, LLC and Senior Vice President of Corporate Strategy for American Commercial Lines Inc. [Nasdaq: ACLI]. He spent over 20 years in various roles for United Parcel Service, Inc. [NYSE: UPS]. At UPS, he served in various capacities including: Vice President and Group Head of the UPS Mergers & Acquisitions group, Regional Chief Financial Officer of UPS Airline, and Vice President of International Strategy. Rich is a Licensed Customs Broker and holds an MBA in finance from Embry-Riddle Aeronautical University and a Bachelor of Science from the University of Louisville.