San Diego, CA- January 14, 2017 – Objective Capital Partners, a leading M&A investment banking firm focused on transactions for companies with enterprise values up to $500 million, is pleased to announce that Trever Acers, one of its Managing Directors, will be a guest panelist speaker at the CFO Leadership Council on February 16, 2017 from 7:15-9:30 AM. Mr. Acers will be joined by fellow panelists Craig Dupper, Managing Partner at Solis Capital Partners, Michael Umansky, Partner at Sheppard Mullin Richter & Hampton LLP and Gordon Wiens, Senior Vice President at Bank of America. The panel discussion will be moderated by Daniel Bruckart, VP & Relationship Manager at Bank of America Merrill Lynch. The panel will address Obtaining Capital: Debt and Equity. The event will be held at the offices of KPMG, 4747 Executive Drive, San Diego CA 92121.
Whether you’re a private start-up or a mature public company, you need capital to operate. The panelists will discuss how CFO’s can understand the various alternative financing sources that are available and be able to ascertain which are applicable to their company at its specific stage in life, evaluate the costs to the company, both in cash and/or equity dilution and compare advantages and disadvantages of the various forms of alternate financing options. The panelists will present capital success stories as well as lessons learned from failures. Registration can be found at https://www.eventbrite.com/e/the-san-diego-cfo-leadership-council-presents-obtaining-capital-debt-and-equity-tickets-31131356726. For more information about this program or The CFO Leadership Council, please contact Stacy Hall, Marketing Director, Southern California Chapters at [email protected].
About Trever Acers
Trever F. Acers leads all aspects of Objective Capital Partner’s investment banking activities, drawing from his 15+ years of acquisition, finance and business management experience. Prior to starting Objective, Mr. Acers served as a Director at TGG Capital, where he led the firm’s financial and strategy consulting operations. Previously, he was Director of The Oxford Investment Group’s Western U.S. private equity activities and Managing Partner at Passage Venture Capital Partners. Earlier in his career, he managed the post-acquisition integration and continuing operations of three entities with total annual revenues of $29 million for EMC Corporation, and led business performance improvement engagements for KPMG Consulting.
Mr. Acers has a MBA from the UCLA Anderson School of Management with a finance concentration and a bachelor’s degree with high honors in business administration from the University of San Diego. He holds FINRA Series 79 and Series 63 licenses and is a Registered Representative of BA Securities LLC, Member FINRA SIPC.
About Objective Capital Partners
Objective Capital Partners is a leading M&A investment banking firm whose Principals have collectively engaged in more than 500 successful transactions serving the transaction needs of growth stage and mid-size companies. The executive team has a unique combination of investment banking, private equity, and business ownership experience that enables Objective Capital Partners to provide large enterprise caliber investment banking services to companies with annual revenues up to $500 million. Services include sale transactions, equity and debt capital raises and comprehensive advisory services. The firm uses a proprietary process to work to achieve premium company valuation, strong pricing, and high client satisfaction rates post-sale. The firm’s industry expertise includes: software and hardware technology, life sciences, business services, IT services, healthcare services, biotech, consumer products and specialized manufacturing. Securities and investment banking services are offered through BA Securities, LLC Member FINRA, SIPC. The Principals of Objective Capital are Registered Representatives of BA Securities. Objective Capital Partners and BA Securities are separate and unaffiliated entities. Additional information on Objective Capital Partners is available at www.objectiveibv.com.
This news release is for informational purposes only and does not constitute an offer, invitation or recommendation to buy, sell, subscribe for or issue any securities. While the information provided herein is believed to be accurate and reliable, Objective Capital Partners and BA Securities, LLC make no representations or warranties, expressed or implied, as to the accuracy or completeness of such information. All information contained herein is preliminary, limited and subject to completion, correction or amendment. It should not be construed as investment, legal, or tax advice and may not be reproduced or distributed to any person.
# # #
Objective Capital Partners Contact:
David H. Crean, Ph.D.
Objective Capital Partners
3636 Nobel Drive, Suite 160
San Diego, CA 92122
Tel: (858) 461-9490