California Capital Summit Breakfast: Looking For a Buyout Partner?

Manatt's Business, Finance & Tax group is pleased to host California Capital Summit's monthly breakfast. This month's topic "Looking for a Buyout Partner? Check the Lunchroom". The benefits and potential pitfalls of implementing an ESOP will be discussed by the following panelists:Anthony Mathews, Director of the Beyster Institute at the Rady School of Management at UC San Diego. Tony has 30 years of experience in ESOPs, and has consulted with hundreds of companies on employee ownership plans. Previously he was a Vice President and Senior Consultant with the Principal Financial Group.

David C. Wright, a tax partner in the Los Angeles office of Musick, Peeler & Garrett LLP. Dave's primary area of practice includes employee stock ownership plans. He has lectured on ESOPs at the ESOP Association of America and at UCLA.

Christopher A. Kramer, a Managing Director of Strategic Equity Group in Santa Ana. Chris advises clients on structuring and negotiating transactions in a wide range of industries. Prior to joining SEG, he was the director of financial opinions for Pacific Corporate Group, a private equity advisory firm, and spent over five years with Marshall and Stevens, Inc., a national valuation firm.

Kevin Trieber, ESOP Solutions Executive and Senior Vice President, Bank of America, leads a national practice of 30 professionals who deliver ESOP finance solutions, including origination and structuring, in connection with business ownership succession. Kevin has been with BofA for 15 years.



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