About The Conference:

After a relatively lackluster 2012, M&A activity is poised for a comeback and iGlobal Forum is pleased to present our Mergers & Acquisitions Investing Summit 2013, to be held on February 13th, 2013 in New York City.  Global market conditions are ripe for M&A—cash continues to accumulate on corporate balance sheets, valuations are more reasonable, and private equity firms are looking at a backlog of exits.  The one-day Summit will provide a panoramic overview of the global M&A landscape along with a glimpse into what’s on the horizon for 2013 and beyond.  It will most importantly provide the perfect platform needed by corporate and private equity investors, hedge funds, investment bankers, lenders and asset managers to meet face-to-face and get deals done.


  • Assessing M&A Opportunities Across the Globe in 2013
  • Deal Flow: Sizes, Sectors and Strategies
  • Show Me the Money: Financing Deals in Today’s M&A Marketplace
  • Private Equity Preferences—Where’s the Smart Money Going?
  • Executing Successful IP and IT Strategies in Connection with M&A
  • Merger/Risk Arbitrage, Distressed Deals & Other Sophisticated Strategies
  • Key Deal-Making Trends: Lessons from the Healthcare Industry
  • Joint Ventures, Turnarounds, and Other M&A Alternatives
  • Dealbreakers That Can Derail Your Deal: What to Watch Out For
  • Plus pre-conference workshop: Strategies for Post-Merger Integration


  • Institutional Investors
  • Private Equity Investors
  • Corporate M&A Professionals
  • Investment Bankers & Lenders
  • Hedge Funds & Asset Managers
  • Financial Advisors & Attorneys


Dr. Christopher W. Kersey
Managing Member

Dr. Christopher W. Kersey
Managing Member, CAMDEN PARTNERS

Christopher W. Kersey serves as a Managing Member of Camden Partners of Baltimore, Maryland, where he focuses on private equity investments in the health care and life science industries. Founded in 1995, Camden Partners is one of the largest growth equity and investment management funds in the United States with more than $700 million under management.
Dr. Kersey serves on the board of directors of Essence Group Holdings Corporation, LipoScience Inc., Medivance Inc., MinSec Corrections Corporation, PatientSafe Solutions Inc., Santa Rosa Consulting Inc. and Webmedx Inc. Dr. Kersey’s previous portfolio companies include MedServe Inc. (acquired by Stericycle Corporation, NASDAQ: SRCL), AlgoRx Pharmaceuticals Inc. (acquired by Anesiva Corporation, NASDAQ: ANSV), ComView Medical Systems (acquired by ElectroMed Corporation), MacroGenics Inc., Pet DRx Corporation (acquired by VCA Antech Inc., NASDAQ: WOOF), Rejuvenon Corporation (acquired by Helsinn Healthcare S.A.), Targacept Corporation (NASDAQ: TRGT) and Xeotron Corporation (acquired by Life Technologies Corporation, NASDAQ: LIFE).
Dr. Kersey serves on the board of trustees of Johns Hopkins Medicine and the board of trustees of The Johns Hopkins Hospital. Dr. Kersey serves on the board of directors of The Johns Hopkins Hospital Endowment Fund, and he is the Chairman of the Board of Johns Hopkins Medicine International, the global development arm of Johns Hopkins Medicine with hospital management and clinical education services in the Middle East, North America, South America, Europe and Asia.
Dr. Kersey’s international experience includes work with Sumitomo Biosciences in Japan and the World Bank in the former Soviet Union (the Republic of Georgia) as well as research fellowships focusing on the National Health Service in the United Kingdom and Sweden-based Telefon LM AB Ericsson's market entry into China. A Phi Beta Kappa, Truman Scholar and Presidential Scholar graduate of Stanford University, Dr. Kersey graduated summa cum laude as the class of 1996 valedictorian at the Emory University School of Medicine. In 1996, Dr. Kersey attained the distinction of becoming one of the first individuals in history to be accepted in the same year into the residency program of Harvard Medical School as well as Harvard Law School and Harvard Business School, where he later graduated as the class of 1998 Walter Fellow as one of the school’s first medical doctors.

Drew Figdor
General Partner & Portfolio Manager

Drew Figdor
General Partner & Portfolio Manager, TIEDEMANN INVESTMENT GROUP

Drew Figdor joined TIG in 1986 as a Senior Arbitrage Analyst and was appointed General Partner in 1990.  He became the manager of the fund in 1993.  Prior to his graduate work, Mr. Figdor worked for Gulf & Western in the strategic planning department (1984-1985).  He was a Financial Analyst for Paine Webber from 1983 to 1984.  Mr. Figdor earned a Bachelor of Science from the University of Connecticut and earned a Masters in Business Administration in Finance from New York University’s Stern School of Business. Drew currently serves on the Board of Directors for the University of Connecticut Foundation as well as on the Board of Directors for the Prevent Cancer Foundation.

Roy D. Behren
Managing Member and Portfolio Manager

Roy D. Behren
Managing Member and Portfolio Manager, WESTCHESTER CAPITAL MANAGEMENT, LLC

Roy D. Behren, born 1960, came to WCM in 1994 from the U.S. Securities and Exchange Commission and became a Managing Member of WCM  as of December 31, 2010.  After earning a B.S. in Economics at The Wharton School, he received a J.D. degree from the University of Miami Law School and an LL.M. degree in corporate law from the New York University School of Law. He then joined the SEC's New York Regional Office, where he worked as an enforcement attorney for seven years prior to starting his investment career at WCM.  From 2004 through 2006, Roy served as a member of Redback Networks’ Board of Directors and its Audit Committee.  He is a co-portfolio manager for Westchester Capital Management, LLC and affiliate, Green & Smith Investment Management L.L.C. and was their Chief Compliance Officer from September 2002 through June 2010.

Drew Turitz
Managing Director, M&A, Emerging Business

Drew Turitz
Managing Director, M&A, Emerging Business, AETNA, INC.

Drew Turitz leads Acquisitions and Partnerships for Aetna’s Emerging Businesses (EB). EB is a group within Aetna responsible for building a portfolio of new businesses outside of Aetna’s core insurance products. EB leverages assets such as Medicity, ActiveHealth, iTriage and other recent acquisitions. EB also launches new businesses, such as Accountable Care Solutions, to address new market opportunities.
Prior to joining Aetna in March 2012, Drew was a Managing Director at Sandbox Industries in Chicago. Drew managed the corporate venture fund for Blue Cross Blue Shield, nearly $300 million from 22 BCBS Plans focused on healthcare technology and innovation. Drew led investments in Bloom Health, ZeOmega, Change:Healthcare, Nexidia and InVivolink. Prior to joining Sandbox, Drew was a Vice President at Bank of America in New York. He worked in the Healthcare Mergers and Acquisitions group, and executed numerous healthcare services, life sciences, and medical device transactions. Drew was also a Strategy Consultant for USWeb / CKS and Director of Strategy and Business Development for Fluid, a web development firm, both in San Francisco. Drew has a BA from Stanford University and a MBA from the Kellogg School of Management at Northwestern University.

Gregg Feinstein
Managing Director and Co-Head of the M&A Group

Gregg Feinstein
Managing Director and Co-Head of the M&A Group, HOULIHAN LOKEY

Mr. Feinstein is a Managing Director in Houlihan Lokey’s New York office and Co-Head of the firm’s
M&A Group. He is also the firm’s p Co-Chair of the M&A Commitment Committee and a member of the firm’s Corporate Finance Board of Directors. He has nearly three decades of M&A experience, largely focused on advising publicly traded companies on a variety of matters.

Before joining Houlihan Lokey, Mr. Feinstein ran the M&A Group at Jefferies & Company, where he led that firm’s efforts in both public and private transactions across many industries. Before that, he was a founder of Berenson Minella & Company, an M&A boutique, where he spent 12 years and was its chief operating officer. Earlier in his career, he worked in the M&A department at both Merrill Lynch andLehman Brothers Kuhn Loeb. During Mr. Feinstein’s career, his notable M&A transactions include the hostile takeover defense of Stelmar Corporation, the recapitalization of Trump Hotels & Casino Resorts, the privatizations of Big Flower Holdings and Workflow Management and the recapitalization of Samsonite Corporation, which was M&A Advisor’s 2003 Middle Market M&A Deal of the Year.

Mr. Feinstein graduated summa cum laude with a B.S.E. in economics from the Wharton School of the University of Pennsylvania.

Marie D. Quintero-Johnson
Vice President & Director, Mergers & Acquisitions

Marie D. Quintero-Johnson
Vice President & Director, Mergers & Acquisitions, THE COCA-COLA COMPANY

Marie D. Quintero-Johnson is Vice President and Director, Mergers & Acquisitions, Insights & Corporate Real Estate for The Coca-Cola Company.  In her role she manages a team of 20 professionals responsible for evaluating and executing all merger, acquisition and divestiture transactions of the Corporation on a global level, as well as overseeing competitive Insights and Corporate Real Estate.  She assumed her current position in March 2002 after spending three years as Executive Assistant to the Chief Financial Officer where she was an integral part of assisting the Company in implementing strategic opportunities.

Marie joined the Company in July 1992 as a principal financial analyst focusing on Latin America.  Since that time she has moved through the Company’s Finance organization to positions of increasing responsibility, including the Controllers’ Group, Treasury, and Business Development for Latin America.  Prior to joining the Company and obtaining her graduate degree,  Marie spent 2 years with Coopers & Lybrand as an audit associate.

Ms. Quintero-Johnson received her Masters in Business Administration from the Darden Graduate School of Business Administration, University of Virginia.  She received her Bachelors of Science in Accounting, International Business from Georgetown University.

Ms. Quintero-Johnson is a Certified Public Accountant and a native of Miami, Florida.

Henry Gosebruch
Managing Director, Mergers & Acquisitions

Henry Gosebruch
Managing Director, Mergers & Acquisitions, J.P. MORGAN

Mr. Gosebruch is a Managing Director in J.P. Morgan’s Mergers & Acquisition Group.  Mr. Gosebruch has transaction expertise in several sectors but spends a significant portion of his time in the pharma/biotech sector.  Mr. Gosebruch also serves on J.P. Morgan’s fairness committee and as J.P. Morgan M&A engagements officer for North America.

Mr. Gosebruch is German citizen and joined J.P. Morgan’s M&A Group in New York in 1995 as a graduate of the Wharton School of the University of Pennsylvania where he was a Benjamin Franklin Scholar.  In October 2007, at age 34, he was selected by the New York Times for its Face Book of Wall Street’s Future listing 100 bankers, lawyers and investors.  In September 2008, at age 35, he was selected by Dealmaker Magazine in its Top 40 Under 40.  He has also been featured in the Financial Times and Bloomberg and has spoken at the Bloomberg Dealmaker Summit.  In 2010 and 2011 he was selected to serve on the faculty of the Practising Law Institute (PLi) regarding cutting edge M&A structures.

John E. Marron
Managing Director, Structured Finance Group

John E. Marron
Managing Director, Structured Finance Group, FIFTH THIRD BANK

John Marron serves as a Managing Director for Fifth Third Bank in its Structured Finance Division, joining in 2010. He has 13 years of industry experience, serving previously as a Director for ORIX Leveraged Financed. He served previously as an investment banker for the Royal Bank of Canada and at Key Bank, working in its Energy Division. Mr. Marron has raised / invested over $1.2B of capital via various public debt and equity offerings in addition to conducting dozens of private leveraged transactions. Mr. Marron earned a bachelor’s degree from Marquette University, a J.D. from Marshall College of Law and an M.B.A. from Case Western Reserve Weatherhead School of Management.

Richard S. Green

Richard S. Green

Dick Green is a Partner in Thompson & Knight's New York office. He focuses his practice on corporate and securities transactions, including mergers and acquisitions; private and public debt and equity financings; contests for corporate control, including tender offers and proxy contests; "going private" transactions; joint ventures; strategic alliances; the formation and termination of partnerships; and general corporate matters. Dick also has substantial experience in restructuring financially troubled companies, including the purchase and sale of businesses within the context of bankruptcy proceedings. He has been named to The Best Lawyers in America® by Woodward/White Inc. and to New York Super Lawyers® by Thomson Reuters for multiple years.

Robert M. Maltbie, Jr.
Managing Director & Founder

Robert M. Maltbie, Jr.
Managing Director & Founder, SINGULAR RESEARCH

Robert Maltbie is the Founder and Managing Director of Singular Research, the nation's premier performance-based research boutique that focuses on uncovered small caps.  He is also Chief Investment Officer and Portfolio Manager for the Argonaut Fund.Mr. Maltbie began his career as an investment adviser with Morgan Stanley Dean Witter in 1983 and joined Spear Financial in 1992, where he created and managed its equity research department.  From 1994 to 1999, he served as Vice President of Investments and Portfolio Manager at Smith Barney in Beverly Hills, California.  He founded Millennium Asset Management in 1999 and holds a controlling interest in the General Partnership.  He started its flagship fund Argonaut 2000 Partners, L.P. for accredited investors and institutions.Mr. Maltbie graduated from UCLA with a Bachelor of Arts degree in Political Science in 1981.  He has earned the Chartered Financial Analyst designation and is a member of the Association for Investment Management and Research.  He is a frequent guest contributor to Fox Business News, CNBC, Bloomberg, Barron’s and Wall Street Journal, and a columnist for Forbes.

Bradley J. Charchut
Executive Vice President

Bradley J. Charchut
Executive Vice President, SANKATY ADVISORS, LLC

Mr. Charchut is an Executive Vice President and leads the middle market sponsor coverage and new business origination effort for Sankaty in North America.  Previously, Mr. Charchut was a Senior Director at Cerberus Capital where he structured and syndicated senior and subordinated financing for private equity sponsors. Prior to Cerberus, Mr. Charchut was a Vice President in Merchant Banking Syndications at Heller Financial and originated and structured leveraged loan transactions at BT Alex. Brown and First Chicago NBD. Mr. Charchut received his M.B.A. from the Kellogg School of Management at Northwestern University and a B.A. from Northwestern University.

Dr. Keith M. Moore
Managing Director/Event Driven Research
Author, Risk Arbitrage: An Invest

Dr. Keith M. Moore
Managing Director/Event Driven Research, MKM PARTNERS
Author, Risk Arbitrage: An Invest

Keith M. Moore heads up MKM Partners’ Event-Driven group. Prior to joining MKM Partners in December 2009, Keith served as Kellner DiLeo & Company's Co-Chief Investment Officer, Portfolio Manager of the KDC Merger Arbitrage Fund and Director of Risk Management. He is the author of the nationally recognized book on arbitrage, Risk Arbitrage: An Investor’s Guide, and an author of the Mergers & Acquisitions chapter for Corporate Finance, published by the CFA Institute. Keith’s arbitrage career spans research, trading and portfolio management at Neuberger & Berman (1975-1983 and 1989-1996), Donaldson Lufkin & Jenrette (1983-1989) and Jupiter Capital (1997-2006). A former Assistant Professor of economics and finance at St. John's University and Adjunct Professor at the University of Rhode Island and New York University, Keith has earned numerous academic awards and honors. He holds a B.S. and a Ph.D. from the University of Rhode Island and an MBA from New York University.
Sal Miciotta joined MKM Partners in October 2011 as a Managing Director and Head of Event-Driven Sales.  Sal joined MKM from Knight Equity Markets where he was a Managing Director and Co-Head of the Risk Arbitrage/Special Situations Desk.  He helped originate and build the desk over his seven years at Knight.  Prior to Knight Sal was the Head trader for Harvest Management, a hedge fund with over $1.2 billion under management. At Harvest he traded equities, equity options, index options high-yield and bankruptcy bonds as well as credit default swaps.  Prior to his 12 years at Harvest, Sal spent nine years at Neuberger Berman as a Sales Trader/Head of Prime Brokerage Trading.  Sal received a BBA in Finance from Adelphi University.
Chris Bruno joined MKM Partners as an Executive Director and Trader on the Event-Driven Desk.  Prior to joining MKM, Chris was a Sales Trader on the BTIG Event Desk.  Prior to his experience at BTIG, Chris was the Senior Trader/Director on the Knight capital Risk Arbitrage/Special Situation Desk for eleven years. Chris holds a B.S degree in Applied Economics from Cornell University.
Keith Denninger joined MKM Partners as Vice President of Event Driven Strategies and assumed the role of desk analyst.  He joined us from Wall Street Access where he served as a mergers & acquisitions analyst.  Prior to joining Wall Street Access in 2005, Keith worked in the Merrill Lynch Private Client Group and International Fund Services.  Keith received a B.S. from St. John’s University. 
Brian Fisher joined MKM in 2010 as a sales/trader.  Brian brings over 16 years of trading experience to MKM all on the sell side.  Brian started his career on the trading desk at Cantor Fitzgerald.  In 1998 he joined Pali Capital as the head of its trading desk.  He ran Pali’s trading operation until 2010.  He is currently the Head Trader for the MKM Event-Driven Desk.  Brian is a graduate of the University of Wisconsin Madison with a B.A. in International Relations.

Howard D. Morgan

Howard D. Morgan

Howard Morgan joined Castle Harlan in 1996 and has been active in mid-market private equity for over 25 years.  He has been a Director and Executive Committee member of CHAMP Private Equity, a Castle Harlan affiliate in Sydney, Australia, since its inception, and from 2000 to 2002, he was Executive Director of CHAMP.  Previously, he was a Partner at The Ropart Group, a private equity investment firm, and began his career as an Associate at Allen & Company, Inc. His board memberships include CHAMP, Pretium Packaging, Securus Technologies, Shelf Drilling, Baker & Taylor and several other US, Australian and Asian companies. He is a former director of over one dozen companies, including Polypipe, Austar United Communications, AmeriCast Technologies, Ciao Bella Gelato, IDQ, Ion Track Instruments, Land ‘N’ Sea Distributing and Penrice Soda Products. He is a former officer of the Harvard Business School Alumni Board, and current Chairman of the Harvard Business School Club of New York, and a director of the Alexander Hamilton Institute, the Parkinson’s Disease Foundation and the World Press Institute and Treasurer of the Friends of the Garvan Institute of Medical Research.  Mr. Morgan received his B.A. from Hamilton College in Mathematics and Government and his M.B.A. from the Harvard Business School.

Jim Cohen
Executive Vice President, Mergers & Acquisitions

Jim Cohen
Executive Vice President, Mergers & Acquisitions, CONSOLIDATED GRAPHICS, INC.

Jim has served as Executive Vice President of Mergers & Acquisitions of Consolidated Graphics (a $1 billion+ leader in the commercial printing industry) since 2005. During Jim’s tenure with the company, Consolidated Graphics has grown over 50% through acquisition. In recognition of his contributions to the printing industry, Mr. Cohen was inducted into the National Association of Printing Leadership’s Soderstrom Society, the printing industry’s honorary society that recognizes outstanding contributions of service and leadership in the printing industry.
Prior to joining Consolidated Graphics, Jim's career experience included investment banking (Morgan Stanley in New York), law (Simpson Thacher & Bartlett in New York and London) and private equity (Main Street Capital in Houston). 

Jim is an honors graduate of Princeton University and received his law degree from NYU School of Law.

Mike Pokorski

Mike Pokorski
Director, PWC

Mike is a Director in PwC’s Advisory Services practice with approximately 15 years of IT and Operations consulting and industry experience.   Mike serves in PwC’s M&A practice; having expertise across the entire deal spectrum from pre-deal due diligence, Day One planning, Long-term integration, and post-deal improvement. Relevant projects include:

•Conducted over 250 IT and Operations due diligence projects which included evaluating acquisition risks, post-deal savings opportunities, and long-term integration value.  •Led a cross-functional team in the planning and execution of several large integration and carve-out projects ($1b+ acquisitions).  We provided synergy /stand-alone analysis, Day One Planning w/TSA analysis, and post-deal integration/separation  across 15 different worksteams including: Finance, IT, Human Resources, Operations, Sales & Marketing, and Communications. •Led the development of IT M&A playbooks for a several multi-national companies.  The work included a framework and playbook for completing transactions through the major deal phases including:  Pre-signing (i.e., Due Diligence), Sign-to-Close, and First 100 Days (i.e., Post close). •Lead or participated in several IT strategic planning projects where Mike helped the C-Suite develop and execute an IT strategy to support continued growth as well as remediate past issues.  The scope included a strategic roadmap for business applications, infrastructure, organization, sourcing partners, and budgets.

Prior to joining PwC, Mike was responsible for the North American division of an international software company that developed, marketed, and implemented commercial software.

Ross Gatlin
CEO & Managing Partner

Ross Gatlin
CEO & Managing Partner, PROPHET EQUITY

As CEO & Managing Partner of Prophet Equity, Mr. Gatlin is focused on Holistic Value Creation - identifying, making, managing and realizing a portfolio of control investments in strategically viable, asset intensive, middle market companies where there are significant value creation opportunities. He is also responsible for day-to-day operations of the partnership and relations with the limited partners. His track record over the last decade alone includes over $400 million dollars of control private equity investments spanning over 40 corporate entities with over $4.0 billion in combined revenue.  These investments have generated both absolute and internal rates of return that define the very top of the private equity industry standard. He holds an MBA from the Kellogg School of Management at Northwestern University where he was one of only two in his class to receive both the Dean's Distinguished Service Award and Beta Gamma Sigma honors. He earned his BBA from the University of Texas at Austin with a concentration in finance.

Spyro G. Alexopoulos
Managing Director

Spyro G. Alexopoulos
Managing Director, GOLUB CAPITAL

Spyro G. Alexopoulos is a managing director at Golub Capital. Mr. Alexopoulos originates, executes and monitors investments for the firm. Prior to joining Golub Capital, Mr. Alexopoulos was a member of Silver Point Capital's Commercial Finance business where he provided senior and junior capital to middle market companies. Prior to Silver Point, he was a Vice President at GE Capital's Global Sponsor Finance group where he originated, structured and executed middle market private equity and leveraged finance transactions. Prior to that, Mr. Alexopoulos worked in GE Capital's restructuring group managing the workout of distressed portfolio investments. Mr. Alexopoulos earned a BA in Economics from Cornell University and an MBA from the Wharton School of the University of Pennsylvania.
With over $5.0 billion in capital, Golub Capital is a leading provider of financing solutions for the middle market, including one-loan financings (through the firm's proprietary GOLD facility), senior, second lien, and subordinated debt, preferred stock and co-investment equity. The firm also underwrites and syndicates senior credit facilities up to $200 million. Golub Capital’s hold sizes range up to $100 million per transaction.  Golub Capital has deep industry knowledge and relationships in the following industries: healthcare and medical services, restaurants and specialty retail, software, digital and technology services, aerospace and defense, business services, consumer products, and industrial manufacturing.  
Golub Capital is ranked a #1 Traditional Middle Market Bookrunner for 2011 by Thomson Reuters LPC for senior secured loans of up to $100 million for leveraged buyouts (based on number of deals completed). The firm was named Middle Market Lender of the Year by Buyouts magazine for two years in a row in 2009 and 2010.  Golub Capital has also been honored as “Debt Financing Agent of the Year” by M&A Advisor in 2010 and “Mezzanine Financing Agent of the Year” by M&A Advisor in 2009. For more information, please visit the firm's website at www.golubcapital.com.

Andrew W. Rice
Senior Vice President, International Business

Andrew W. Rice
Senior Vice President, International Business, THE JORDAN COMPANY

Andrew Rice is Senior Vice President of International Business at The Jordan Company (“TJC”), a leading global middle-market private equity firm with $5 billion in assets under management. Mr. Rice joined TJC in 1989 and has held numerous strategy, international business development and investment positions. 

Mr. Rice travels extensively assisting TJC companies expand overseas.  Since 1990, he has helped coordinate over 45 acquisitions, joint ventures and wholly-owned start-up operations in China, Russia, Czech Republic, India, Malaysia, Spain, England, Israel, Mexico, Brazil and other countries.  Mr. Rice is currently focused on China and has travelled to China 10-12 times per year the past 5 years. 

Prior to joining TJC, Mr. Rice held various corporate development, strategy and marketing positions at Ameritech, IC Industries, and The Pillsbury Company. 

Mr. Rice earned a B.S. in Industrial Engineering and an M.S. in Engineering Administration (a joint engineering and MBA program), both from New Mexico State University.  In 1978, Mr. Rice was named The Outstanding Industrial Engineering Student in the U.S. by the Institute of Industrial Engineers.  He also completed one year of graduate studies in international economics at the University of Melbourne, Australia, where he studied as a Rotary Foundation Graduate Fellow. 

Mr. Rice currently serves as Immediate Past Chairman of the Board of Directors of the Association for Corporate Growth (ACG Global).  He is also on the board of the US-China Chamber of Commerce, the Advisory board of ACG Chicago and several community service organizations.  Formerly, he was on the board of the Illinois Finance Authority and the Washington, D.C. based Small Business Exporters Association.  Mr. Rice is also a member of the Executives’ Club of Chicago, the International Trade Association of Greater Chicago, and the American Chamber of Commerce-China (Beijing). 

Jim Rosener

Jim Rosener

James D. Rosener is a partner in the Commercial Department of Pepper Hamilton LLP. Mr. Rosener heads the firm's International Practice Group, is managing partner of the New York office and has served as a member of the firm’s Executive Committee. His practice is devoted primarily to international transactions, private equity, mergers and acquisitions and corporate financing. Mr. Rosener has represented domestic and foreign private equity funds in transactions in over 70 countries throughout the world, including platform and follow-on acquisitions, distressed buyouts, including in bankruptcy, corporate carve-outs and restructurings. He also has represented U.S.-based companies in transactions throughout Europe, Latin America and Asia (particularly, India and China), as well as several European, Indian, South American and Japanese companies in merger and acquisitions, financing and licensing transactions involving the United States.

Marshall Sonenshine
Chairman & Managing Partner

Marshall Sonenshine
Chairman & Managing Partner, SONENSHINE PARTNERS

Marshall Sonenshine is Chairman and Managing Partner of New York investment banking firm Sonenshine Partners and Adjunct Professor of Finance and Economics at Columbia University.
Sonenshine was previously Partner in Wolfensohn & Company, the M&A boutique headed by former Salomon Brothers’ head of banking and later World Bank President James Wolfensohn and former US Federal Reserve Chairman Paul Volcker. Sonenshine served on the leader¬ship team that merged Wolfensohn first into Bankers Trust, where he headed Media M & A and Aerospace/Transportation M&A, and later into Deutsche Bank, where Sonenshine was asked to serve as Co-Head of M&A. Prior to joining Wolfensohn, Sonenshine was a banker with Salomon Brothers in New York.
Sonenshine holds a BA, magna cum laude, from Brown University and a JD from Harvard Law School, where he served as an Editor of the Harvard Law Review. He studied at L’Institut d’Etudes Politiques in Paris and, while at law school, he served as a Teaching Fellow in International Relations at Harvard University’s Government Department and an Instructor in Legal Methods and in the International Tax Program at the Law School. Following Harvard he became law clerk to Hon. Lawrence Pierce of the United States Court of Appeals for the Second Circuit, in New York.
Sonenshine has counseled numerous major corporations worldwide including Alcoa, American Express, Blue Cross Blue Shield, Daimler Benz, Dun & Bradstreet, Essilor, ING Group, KKR, Lavazza, LensCrafters, Madison Dearborn, Marubeni, New York Times, Nippon Sanso, NTT, Proquest, RH Macy, Ricoh, Sears, Tata Sons, Viacom, Walt Disney, and countless others, and has advised on numerous leading transactions worldwide, including the Disney/ABC merger, AIG / International Lease Finance Corporation merger, the global restructuring of GPA Group with General Electric, the Sony/Columbia Pictures/Guber Peters Entertainment merger, the EDS / Structural Dynamics merger, the hostile defense of The United States Shoe Corporation, the merger of Chancellor Media and Capstar (and later Clear Channel), the sale of Abaqus to Dassault Systèmes SA, the recapitalization of KKR backed New South Communications (later Nuvox), the sale of Riverstone Networks to Alcatel, the restructuring of the Philadelphia newspapers, and many others.
Sonenshine’s civic and charitable affiliations include serving as a member of the Council on Foreign Relations, Chairman of the Harvard Law School Fund, Trustee of The International Center of Photography and Jazz at Lincoln Center, Director of Mass General’s Center for Law Brain and Behavior, past member of the Brown Annual Fund Executive Committee, and past Vice Chairman of the Board of New York-based ArtsConnection.
Sonenshine has served on the Democratic Party’s New York Tri-State Regional Finance Committee and has led political fundraising events including for President Obama’s 2008 Vic¬tory Fund, Democratic National Committee Chairman Howard Dean, Virginia Senators Mark Warner and Tim Kaine, Rep. Adam Schiff (D-Los Angeles) and Delaware Governor Jack Markell. He is a frequent media commentator, appearing on CBS, CNBC and Bloomberg Television and writing opinion pieces in major publications including the New York Times. The Daily, Institutional Investor and Financial Times.

Lee S. Feldman
Partner, Private Equity

Lee S. Feldman
Partner, Private Equity, CHOATE HALL & STEWART LLP

Lee Feldman, is a partner in the firm’s Private Equity Group, handles transactions for private equity  and venture fund capital funds and their portfolio companies in investment, fund formation and buyout transactions in a variety of industries, including healthcare, technology, energy and clean-tech and financial services.

Mr. Feldman’s prior experience includes serving as SVP, General Counsel of American Dental Partners, Inc., a Summit Partners portfolio company that completed an IPO and was subsequently acquired by JLL Partners.

Mr. Feldman is recognized in Massachusetts Super Lawyers.  He is a member of the American and Boston Bar Associations. 

Mr. Feldman received his JD from Boston University School of Law, where he was Editor in Chief of the Banking Law Journal, and his BA from Columbia University.

Christopher D. McFadden
Managing Partner, Spectrum Fund

Christopher D. McFadden
Managing Partner, Spectrum Fund, HEALTH EVOLUTION PARTNERS

Christopher McFadden is a Managing Partner with Health Evolution Partners and a member of the Firm’s Executive Committee.  In addition to his contribution to the Growth Fund, Chris directs investing activities for HEP’s Spectrum Fund.  He has over fifteen years of health care industry experience as a research analyst and investor.  Chris also serves on the board of HEP portfolio companies Foundation Radiology Group and Mauna Kea Technologies.
Mr. McFadden joined Health Evolution partners from Goldman, Sachs & Co.  Chris joined Goldman Sachs in 1999 as a vice president and was named managing director in 2004. He most recently directed debt and equity investments in private and public North American-based health care companies as part of Goldman Sachs’ Americas Special Situations Group (AmSSG).  From 1999 to 2006, Mr. McFadden was a senior equity research analyst responsible for Goldman Sachs’ US healthcare services research coverage and served as a member of the Global Investment Research Sounding Board.

Prior to joining Goldman Sachs, Mr. McFadden worked as a senior research analyst at Wheat First Securities, now Wells Fargo Securities. Prior to that, he held marketing and management positions at Xerox Corporation.

Mr. McFadden earned a BA in political science from the University of Richmond and studied graduate economics at Virginia Commonwealth University.  Mr. McFadden became a Chartered Financial Analyst (CFA) in 1999.  Mr. McFadden serves as a member of the board of trustees of Montefiore Medical Center in New York.  He founded RAMP, a mentor program for undergraduate students and is the past chairman of the advisory board for the Philip Coltoff Center of the Children’s Aid Society.  Chris is a trustee for the Natural History Museum of the Adirondacks.

Valerie Demont

Valerie Demont

Valérie Demont is a partner in the Corporate and Securities Practice Group of Pepper Hamilton LLP, resident in the New York office. Ms. Demont focuses her practice primarily on U.S. and cross-border mergers and acquisitions, capital markets, corporate finance and securities matters. She has been involved in numerous M&A transactions for corporations and private equity funds in the U.S., Europe, Canada and Asia. Ms. Demont chairs the firm’s U.S.-India Practice Group.

Ms. Demont also represents U.S. and non-U.S. issuers and underwriters in a wide range of primary and secondary capital markets transactions involving equity, debt, convertible and hybrid securities. These transactions include IPOs, private placements and offerings under SEC Rule 144A, offshore offerings under SEC Regulation S and the establishment of American Depositary Receipt (ADR) programs.

She handles complex securities and financing transactions, including debt restructurings, exchange offers, debt tender offers and consent solicitations.

In addition, Ms. Demont regularly advises companies on their reporting obligations under U.S. securities laws as well as corporate governance and other compliance obligations under the Sarbanes-Oxley Act and stock exchange regulations.

Scott Kareff
Special Counsel

Scott Kareff

Scott M. Kareff is a special counsel in the New York office. His transactional experience includes intellectual property and information technology work in connection with mergers and acquisitions and commercial lending transactions, including due diligence and negotiation of IP and IT provisions; transitional services agreements and other ancillary agreements; negotiation of IP and technology licenses and IT agreements, including software and outsourcing agreements; Internet and e-commerce agreements, including strategic alliance, website hosting, development, user and linking agreements; and the acquisition of Internet website domain names and other assets. In the areas of counseling and prosecution, he has represented clients on trademark, copyright and right of publicity enforcement matters; domain name infringement and ICANN dispute resolution; trademark clearance; trademark and copyright prosecution; and sweepstakes and online privacy issues.

Robert R. Kiesel
Partner and Chair, Intellectual Property, Sourcing & Technology Group

Robert R. Kiesel
Partner and Chair, Intellectual Property, Sourcing & Technology Group, SCHULTE ROTH & ZABEL LLP

Robert R. Kiesel, a partner in New York, chairs the Intellectual Property, Sourcing & Technology Group and is also a member of the Finance and Vendor Finance Groups. He focuses his practice on the preparation and negotiation of various types of commercial agreements, including:

Information Technology Agreements
Information technology transactions, including technology outsourcing, software, data and content licensing, hardware supply and strategic alliances.

Equipment and Vendor Finance Agreements
Equipment finance and leasing transactions with emphasis on vendor finance programs, including private label programs, virtual and actual joint ventures and referral programs; and financing of commercial and corporate aircraft, computer hardware and software, manufacturing equipment and motor vehicles.

Supply Agreements
Supply agreements for components and finished goods. Take-or-pay agreements, joint engineering, research & development relationships and technology-sharing arrangements.

Services Agreements
Various services agreements, including transition and long-term services in mergers & acquisitions transactions.

Rob has been a member of the Executive Committee of the New York State Bar Association Intellectual Property Section and is a former chair of that section’s Committee on the Proposed Uniform Computer Information Transactions Act. Rob has been selected by his peers as a New York “Super Lawyer" in the Business/Corporate category, placing him in the top 5% of lawyers in the New York metropolitan area.

Peter Tague
Vice Chairman and Co-Head, Global Mergers & Acquisitions

Peter Tague
Vice Chairman and Co-Head, Global Mergers & Acquisitions, CITI

Peter Tague is a Vice Chairman Global Co-Head in our Global Mergers & Acquisitions Department where he acts in a general advisory capacity, albeit with a particular focus on Citi’s international clients and transactions.  Prior to this, he was responsible for Strategy Execution within Global Banking, and has also held positions including Global Co-Head of the Energy, Power and Chemicals Coverage Group, and Head of the European Mergers and Acquisitions Group.  Peter lived in London from 2000 to 2007 (dual citizenship) and has completed transactions for clients based in numerous countries across the Americas, EMEA and Asia.   He has 20 years of investment banking advisory experience and several additional years in acquisition finance.   His track record includes successful advisory and capital raising transactions of all types across a wide range of industries.

Joseph Cipolla
Department of Information Systems

Joseph Cipolla
Department of Information Systems, VIRGINIA COMMONWEALTH UNIVERSITY

Mr. Cipolla serves as an independent private equity advisor with a focus in information technology.  He contributes to due diligence efforts, F100 execution, and portfolio company improvements.

Mr. Cipolla also teaches information systems management in the business school at Virginia Commonwealth University.  Prior to joining the faculty, Mr. Cipolla served as an operating executive at Cerberus Operations and Advisory Corporation.  Earlier career experiences include IT leadership positions at McGuire Woods LLP, Circuit City, and Time Warner.

Mr. Cipolla received his MS in Computer Science from DePaul University and his AB in biology from College of the Holy Cross.

Jason Dahl
Portfolio Manager

Jason Dahl

Jason is a portfolio manager for the First Eagle Arbitrage strategy with Jonathan Spitzer. Jason joined First Eagle Investment Management, LLC in May 2000 as a senior analyst and director of research for the merger arbitrage team, and was named portfolio manager in 2003.  Prior to joining First Eagle, Jason was a director and senior risk arbitrage analyst at RBC Dominion Securities Corp.  He joined RBC in 1997 at the inception of the bank’s proprietary risk arbitrage department, where he built and directed the group’s research team. He began his career at Neuberger Berman, LLC. in 1992 as an analyst and later became senior analyst for both the risk arbitrage and convertible arbitrage strategies. 

Along with his experience in risk arbitrage, Jason has developed proprietary systems to analyze risk arbitrage portfolios, individual corporate actions and to track the universe of risk arbitrage transactions.  Jason received his BA in Economics from Bucknell University in 1991.

Robert Duffy
Vice President, Global Business Development

Robert Duffy
Vice President, Global Business Development, GENERAL ELECTRIC

Robert Duffy is Vice President for Global Business at General Electric. In this role, he is responsible for implementation of GE's corporate acquisition and divestiture strategy across its businesses. Rob joined GE in 2003. Prior to that, he was a managing director in Credit Suisse First Boston’s M&A group both in New York and London.  He has worked on a number of GE’s major transactions including the sale of 49% of NBC Universal to Comcast and the sale of GE Plastic to Sabic. Most recently, he has worked with Energy on the acquisition of Dresser Inc., Wood Group’s well support business and the pending acquisition of Converteam. Rob is a graduate of Harvard College, the University of Wales and the Georgetown University Law Center.

Daniel P. McCurdy

Daniel P. McCurdy

In August 2008, Mr. McCurdy was named CEO of Allied Security Trust, a leading provider of defensive patent acquisition services to twenty two of the world’s leading technology companies.  Mr. McCurdy is also chairman of PatentFreedom, the world’s leading source of information on Non-Practicing Entities.  Previously, Mr. McCurdy was CEO of ThinkFire; president of the Intellectual Property Business of Lucent Technologies; a vice President of IBM responsible for the creation of its Life Sciences business unit; a vice president of Ciena Corporation where he directed merger, acquisition and corporate development; a director of Business Development for IBM Research; and manager of Technology and Intellectual Property Policy for IBM worldwide.  Mr. McCurdy graduated summa cum laude from the University of North Carolina.  He served on the Intellectual Property Policy committee of the United States’ National Academies, and in 2011 was named CEO of the Year by Intellectual Property Magazine.

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