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Third Annual Liquidity and Capital Raising National Forum: Los Angeles

2013 Forum Video

View highlights from the event in Los Angeles.

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Katelyn Stewart
Sr. Events Specialist

Lejla Dickson

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The Forum

CohnReznick is committed to providing thought leadership on liquidity and capital formation for owners/operators of mid-sized companies. As such, the Firm is pleased to present our Third Annual Liquidity and Capital Raising National Forum which takes place on Wednesday, November 6, 2013 at The Peninsula Beverly Hills.

We will be joined by a panel of seasoned M&A and capital markets experts and CEOs who will share their insights, advice, and experiences. This year's forum is being moderated by Bloomberg, the national leader in global business and financial information. Bloomberg television and radio personality Carol Massar will bring her own unique style and perspective to the forum.

CohnReznick's Third Annual Liquidity and Capital Raising National Forum offers a discussion of the latest trends and success stories for liquidity events and capital raises. It is designed for the key decision makers in companies — CEOs, CFOs, and Presidents — and will provide an ideal networking venue for attendees to connect, exchange ideas, and further develop beneficial relationships.

Panel Download: Economic Update - Patrick J. O'Keefe

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7:45 - 8:30 amContinental Breakfast and Networking
8:30 - 8:45 amWelcoming Remarks
8:45 - 9:00 amEconomic Update: Patrick O’Keefe, CohnReznick
9:00 - 9:45 am

Getting Ready
What are the keys to success in preparing your company for a liquidity event? What can you do ahead of time to help maximize the value of your business while preparing it for the changes ahead?

A panel of experts will discuss the art of the deal, from initial discussions to close, and provide tips for

  • Negotiating a win/win deal
  • Avoiding the pitfalls of failed deals
  • Understanding what investors are really looking for
  • Determining what your business is worth
9:45 - 10:30 amOptions and Latest Trends
When it comes to raising capital, there are a wide variety of potential sources -some traditional and some a bit unconventional. With credit tight these days, business owners need to think more creatively to get the capital they need.

A veteran panel of investors and lenders will offer insight into the ways that a company should evaluate its liquidity alternatives and what the upside and downside is of each.  You’ll learn about various capital raising options and the pluses and minuses of seeking capital from an investment bank versus a commercial bank versus a private equity firm.  Panelists will also provide perspective on how they structure the most lucrative deals for their clients.

10:30 - 10:45 amNetworking Break
10:45 - 11:45 amGetting It Done Right
If hindsight is 20/20, then it’s time to focus on real experiences from real companies that successfully executed a liquidity event.

A panel of chief executives will get up close and personal with their own liquidity events, focusing on

• What went right? What could have gone better?
• How would they do things differently this time?
• The negotiation process - what did they do to promote a successful outcome? What were the key challenges they faced?
• How have their professional and personal lives changed after their deals were completed?

11:45 am       Concluding Remarks and Networking

Featured Speakers


Carol Massar is the chief national correspondent for Bloomberg Television and the co-host of "Bloomberg on the Economy" on Bloomberg Radio. She provides in-depth coverage and analysis of major economic and business trends across Bloomberg's media platforms, including in-depth reporting on global corporations. An award-winning journalist with over 20 years of experience, Massar joined Bloomberg Television in 1999 and has reported from around the globe and interviewed top leaders in business, economics, government and philanthropy.


Lawrence M. Braun, Partner
Sheppard, Mullin, Richter & Hampton LLP
Sheppard Mullin is an AmLaw 100 firm with 600 attorneys practicing in 16 offices worldwide. The firm serves a diverse group of industries that include emerging growth/venture capital and private equity. Larry Braun is a corporate/M&A partner at Sheppard Mullin, currently serves as a member of the firm's management committee, and is the former Chair of its corporate practice. He advises clients ranging from family-owned businesses to multi-national corporations in many diverse industries. 

James B. Freedman, Chairman and Managing Director
Intrepid Investment Bankers LLC
Intrepid Investment Bankers LLC is a corporate finance advisory firm focused on the middle market, providing services that include M&A advisory, equity and debt capital raising, and providing strategic advice in complex securities transactions. James Freedman is Chairman and Managing Director of Intrepid Investment Bankers LLC. He has more than 30 years of investment banking and corporate finance experience and is an expert on the financial aspects of corporate strategy.

Scott Friedman, CEO
NYX Cosmetics
NYX Cosmetics offers a permanent collection of special-occasion makeup in addition to a solid selection of every day basics and on-trend shades. Founded in 1999 by a young entrepreneur named Toni Ko, NYX is available in 40+ countries at thousands of retail outlets around the world, and on Scott Friedman joined NYX Cosmetics in 2011 and has a history of growing small and medium sized businesses into large companies by building their brands while preserving their culture, core values, and entrepreneurial spirit.

Lloyd Greif, President and CEO
Greif & Co.
Lloyd Greif, a native of Los Angeles and the son of Holocaust survivors, is a widely respected investment banker and civic leader. He has completed a broad spectrum of transactions, from cross-border mergers & acquisitions and leveraged recapitalizations to initial public offerings and private placement financings of equity and debt securities, engineering transactions ranging in size from $10 million to over $1 billion. Mr. Greif founded Greif & Co. in 1992 during the heart of a recession and built the firm into one of the leading purveyors of merger & acquisition, corporate finance and strategic advisory services to middle-market growth companies nationwide. Previously, Mr. Greif was Vice Chairman and head of investment banking for Sutro & Co., the oldest investment banking firm in the West, where, at 34, he was the youngest person to hold the post in Sutro's storied 140-year history. He was formerly a management consultant with Touche Ross & Co. (Deloitte Consulting, LLP). Mr. Greif also serves as Chairman of the Advisory Council of USC’s world-renowned Lloyd Greif Center for Entrepreneurial Studies.

David Lewis, CEO
8020 Consulting
8020 Consulting applies the intellectual capital, technical expertise, and energy of an experienced team to address a range of financial projects for clients ranging from Fortune 50 companies to middle market and venture-backed firms. David Lewis has been the CEO or founding partner of 5 companies, one a 600 person family business, three successful startups in the areas of executive search, consulting, and financial project execution, as well as a venture capital backed software development firm. His last startup scaled to a 300 person consulting and executive services firm in seven and a half years.

Patrick J. O'Keefe, Director of Economic Research
At CohnReznick, Patrick J. O’Keefe serves as a strategic advisor to the firm’s Chief Executive Officers and management committee. With extensive executive experience in the public and private sectors, he regularly appears on CNBC, Bloomberg Radio, and Fox Business News and is quoted frequently in the press in publications such as The Wall Street Journal, Financial Times, Reuters, The New York Times, Los Angeles Times, and CNNMoney.

Randy Paulson, Managing Principal
Odyssey Investment Partners, LLC
Odyssey Investment Partners makes majority, control investments primarily in established middle-market companies in a variety of industries. The firm manages over $3.0 billion of capital, currently investing out of a $1.5 billion fund raised in 2009. Randy Paulson joined Odyssey Investment Partners, LLC in 2005 as a Managing Principal. He currently serves on the Board of L-Com, Evergreen Tank Solutions, EAG and BarrierSafe Solutions International, Inc.

Doug Rosenthal, Senior Vice President
Wells Fargo Capital Finance
Headquartered in San Francisco, Wells Fargo & Company is a diversified financial services company providing banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 stores and more than 12,000 ATMs and the Internet ( across North America and internationally. Doug Rosenthal is Senior Vice President for Wells Fargo Capital Finance, a provider of innovative asset based lending, factoring, and debtor-in-possession financing to companies unable to obtain sufficient financing through conventional bank sources.

Margaret Shanley, Principal

Margaret Shanley has conducted due diligence and managed acquisitions and transactions for many strategic and financial buyers and sellers in a variety of industries. These include consumer products, specialty retail, business services, aerospace, contractors, technology, niche manufacturing, and distribution. She works with privately-held and public companies, both healthy and distressed. Ms. Shanley joined CohnReznick in 2013 from Duff & Phelps where she was managing director in the Santa Monica and Los Angeles offices and led that firm's West Coast Transaction Advisory Services practice.

Therese Tucker, Founder, Chief Executive Officer and Chairman of the Board
BlackLine Systems
BlackLine provides accounting and finance teams with better visibility and control over the entire financial close. The company’s Financial Close Suite replaces manual, error-prone, spreadsheet-based processes with automation, control and visibility, also helping to satisfy regulatory and compliance requirements. Therese Tucker founded BlackLine Systems in 2001 with a vision to develop superior software solutions for finance and accounting professionals, focused on account reconciliations. Under Tucker’s direction, BlackLine has experienced double digit growth since 2004 and is recognized as the standard of excellence in the industry. 



The forum will take place on November 6, 2013 at The Peninsula Beverly Hills. As Los Angeles' most exclusive and elegant hotel, The Peninsula Beverly Hills resembles a gracious private residence built in the classic Renaissance style. Don’t miss out on joining us at this beautiful venue!

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