Mergers & Acquisitions Breakfast/Roundtable Details (Wednesday, May 04, 2011)

When: Wednesday, May 4th, 2011
Where: Laurel Manor, 39000 Schoolcraft Road, Livonia, Michigan 48150


Featured speaker is Jeff Williams, President and CEO of Accuri Cytometers, Inc. Most recently, he had been President and CEO of HandyLab, Inc., Ann Arbor-based clinical diagnostic company, since 2004. At HandyLab, Mr. Williams led the growth and venture financing of the company, ultimately resulting in a sale to Becton, Dickinson & Company for $275 million in November 2009. He was previously President and CEO of Genomic Solutions Inc., an Ann Arbor-based life science products company he co-founded in 1997. Mr. Williams led Genomic Solutions through a period of rapid growth culminating in an IPO on NASDAQ in 2000 and merger with Harvard Biosciences, Inc. in late 2002. After the merger, he remained with Genomic Solutions as its President and joined the Harvard Biosciences Board of Directors. Prior to Genomic Solutions, Mr. Williams held various executive and management level positions in several bioscience companies, including IRIS and Boehringer Mannheim.


Topics to Include:


Moderator

Peter Sugar is a partner in the Southfield office of Jaffe Raitt Heuer & Weiss. Peter represents clients in both private and public securities offerings, exchange offers, refinancings, private debt, mez and equity placements, as well as public companies in all aspects of 1993 Act, 1934 Act and Sarbanes-Oxley compliance matters. He represents directors of public corporations individually and in their capacities as members of Audit Committees, Disclosure Committees and other Special Committees. Peter is also involved in all aspects of the formation, financing and governance of businesses, including equity, debt and hybrid capitalization transactions. Peter has assisted several businesses in financing their start-up all the way through IPO. He earned his Bachelor's degree from Wayne State University and is a cum laude graduate from Wayne State University Law School, where he served as articles and managing editor of the Wayne Law Review.


Panel Members

Joel Alam is a partner in the Southfield office of Jaffe Raitt Heuer & Weiss. Joel is the head of the Firm's Corporate and Business Transactions Group, specializing in public and private placements of equity and debt securities, mergers and acquisitions, entity organizations and general corporate matters. Mr. Alam counsels financial institutions and merchant-acquiring and payment system businesses on merger and acquisition matters and represents both buyers and sellers of merchant portfolios and businesses in the credit card processing industry. In addition to his law firm experience, Mr. Alam was Senior Vice President, General Counsel and Secretary of Boston Chicken, Inc. from 1996 - 1998. As chief inside legal counsel for the food service chain, Mr. Alam handled private and public debt and equity financings. He also was involved in Boston Chicken's financed area developer negotiations and acquisitions, as well as in the formation and consolidation of Einstein/Noah Bagel Corporation. He earned his Bachelor's degree from Michigan State University and is a graduate with highest distinction of the DePaul University College of Law, where he served as the editor of the DePaul Law Review.

Steve McCarty is a partner at UHY LLP and chairs the firm's Transaction Service Group and Audit Department. He is a Certified British Standards Institute ISO/QS Auditor and is a licensed CPA in the States of Michigan and Florida. Steve has consulted on numerous business transactions providing buy and sell side advisory, due diligence services, financial analysis, tax strategies, negotiations, valuations, and financing. He manages a group of professionals devoted to providing comprehensive tax, audit, and business consulting to companies in a variety of industries. Steve has previously been recognized by ACG as part of their Transaction of the Year events and also a Crain's 40 under 40 recipient. Steve earned a Bachelor's degree in Accounting from Walsh College.

Nicholas Stroia is the managing partner at Stroia Securities Services working with high net worth families and self-employed individuals; offering flexible, financial services based on trust, respect and measurable results. As part of his commitment to providing quality service, he has formed a strategic business alliance with several CPA's, banks, insurance agencies and attorneys in the Detroit area. He is a graduate of the University of Arizona and earned a BA in Political Science.

Will Guerra is the Executive Vice President of Luftig & Warren, a Marketing Research and Advisory Services firm specializing in Marketing Consulting Services for B2B Manufacturing Companies and Professional Service Firms.  Will joined Luftig Warren in 2008 after having worked as a Manager for Chrysler Corporation for 9 years as part of their Product Development organization. Prior to his work at Chrysler, Mr. Guerra held various Marketing and Sales positions at IBM, Sun Microsystems and Parametric Technologies Corporation. Will received a Bachelor of Science degree from the State University of New York at Albany and is an Entrepreneur's Organization Detroit Chapter sponsor.

Jonathan Tower, Co-Founder and General Partner of Arctaris, brings over 13 years of private equity experience and has served as interim-CEO of three PE-backed companies. At Arctaris, an investment fund with offices in Boston and Detroit, Jonathan focuses on providing growth financing to businesses using an innovative royalty-based loan structure that is pegged to the borrower's future sales growth. Most recently, Jonathan was a Managing Director and Operating Partner with Dutchess Capital Management. Prior thereto, he was also with Fidelity Ventures, the private equity arm of Fidelity Investments, and IBM Corporate Development in M&A and venture capital. He is a graduate of Georgetown University and earned an MBA from Harvard Business School.