10 Ways to Maximize the Valuation of a Privately Held Business for a Liquidity Event
William Shiry
Managing Director
McGladrey Capital Markets LLC
Mr. Shiry has more than 20 years of corporate finance experience, including serving as a managing director with Ernst & Young Corporate Finance LLC, where he was responsible for advising on merger and acquisition transactions and for assisting clients in raising senior debt, subordinated debt/mezzanine finance, and equity in the private capital markets.
Mr. Shiry also has held positions in leveraged finance syndications at Heller Financial and in loan syndications, private placements and corporate finance with Security Pacific/Bank of America. He has been involved in transactions in a wide variety of industries and has worked with both private and public companies ranging in size from middle market to Fortune 1000.
Mr. Shiry holds a bachelor's degree in business administration from Miami University and a master's in business administration from the University of Michigan. He holds FINRA Series 7 and 63 securities licenses. |
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| The Art of the Deal/Pre-Transaction Planning
Andrew S. Auchincloss
Director, Wealth Management Group
Bernstein Global Management
Mr. Auchincloss joined Bernstein Global Wealth Management in 2007; a Director in the Wealth Management Group, he focuses primarily on tax and investment planning strategies for offshore individuals and families. Previously, Mr. Auchincloss was with the multinational law firm White & Case LLP, where for 18 years he represented international and domestic families, charities and financial institutions in the context of tax, estate planning and fiduciary law. Mr. Auchincloss has been listed in the peer-rated publication Best Lawyers in America since 2005. He received a BA from Yale College and a JD from the University of Virginia. |
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Metrics Driven Leadership: Leveraging Business Intelligence
Carter Hinckley
Director, Strategic Accounts
Infinity Info Systems
Carter Hinckley is Director, Strategic Accounts at Infinity Info Systems http://www.infinityinfo.com Carter has mastered the integration of technology, finance, business and implementation to execute on the Business Intelligence and CRM needs of Infinity’s stellar client profolio . Before joining Infinity, Carter, founded The Fieldstone Company, was the Vice President of Electronic Financial Services at Merrill Lynch, consultant for Booz Allen and Director of Information Systems and Planning at The Boston Group. Infinity is the premier resource for CRM and BI implementation across multiple platforms including SalesLogix, ACT, Microsoft CRM and salesforce.com. |
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| The Six Fundamentals of Flawless Execution
Lewis E. Frees, Ph.D.
President
Harmony, Inc.
Lewis E. Frees, Ph.D. is president of Harmony, Inc. (http://www.harmonyinc.com) an organizational development consulting firm. Lew has been a practicing consultant, trainer and corporate coach for over twenty five years. He has written numerous articles on leadership, management and organizational change. He is currently authoring Inspired Collective Intelligence: Leveraging the Best Thinking in Your Organization. Services offered by Lew, include intellectual value stream mapping, social network mapping, pull analysis, 360º feedback surveys, and collaborative software application to support the implementation of competencies needed to create an inspired organization. |
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An Economic Forcast for Entrepreneurs
David M. Darst
Managing Director & Chief Investment Strategist
Morgan Stanley Smith Barney
David M. Darst, CFA, is a Managing Director and Chief Investment Strategist of Morgan Stanley Smith Barney with responsibility for Asset Allocation and Investment Strategy, and was the founding President of the Morgan Stanley Investment Group. He joined Morgan Stanley 13 years ago from Goldman Sachs, where he held Senior Management posts within the Equities Division and earlier, for six years as Resident Manager of their Private Bank in Zurich. |
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