SAN DIEGO (October 21, 2015) — Software Equity Group is pleased to announce it has been selected as a finalist for the inaugural Advisor of the Year award. This award acknowledges local middle market mergers and acquisitions professionals who have significantly contributed to the successful sale, expansion or recapitalization of their clients’ companies. Winners will be invited as featured speakers at subsequent events, including the November Association for Corporate Growth conference “The Art of the Deal.”
The awards program will be held at the world-renowned La Jolla Institute for Allergy and Immunology on Thursday, October 22 starting at 4:00 p.m. with the Women-Grown Businesses panel discussion followed by the Advisor of the Year program at 5:30 p.m. Net proceeds from the event will go to the Institute.
“We look forward to formally recognizing these finalists,” says Paul Thiel, managing director for title sponsor BNY Mellon Wealth Management. “They are instrumental in the success of the M&A community in San Diego and, until now, have largely gone unnoticed.”
Judges assessed finalists on their professional contribution in the sale, expansion or recapitalization of their clients’ companies. Led by Broadcom chairman John Major, judges included representatives of the Rady School and the La Jolla Institute, as well as several successfully exited entrepreneurs who have been through the M&A process.
Awards categories include best sell-side legal representation in sale to a public company; best sell-side legal representation in a sale to a private company; best long-term strategic planning for exit; best financial and tax strategy and structuring of a deal; best buy-side legal representation; best recapitalization design and execution by a team of advisors; best expansion capital design and execution by a tam of advisors; best sell-side marketing by an investment banker or broker; best sell-side CPA representation of support; and best deal facilitator.
The Advisor of the Year program is the result of a partnership between the San Diego offices of BNY Mellon Wealth Management, Sheppard Mullin Richter & Hampton, Objective Capital Partners and marketing technology firm Departure, in cooperation with the Rady School of Management at the University of California San Diego and the Association for Corporate Growth, San Diego.
“This consortium is a vehicle not only for recognition,” says Bob Copeland, partner at Sheppard Mullin, the presenting sponsor, “It is also an educational organization that will organize ongoing M&A seminars and conferences, filling an important niche in San Diego.”
“We see the Advisor of the Year program as a great platform for helping owners of middle-market businesses become educated about the options they have when it comes to exiting, planning for succession or entering a new stage of growth,” says Trever Acers of program partner Objective Capital. “We are thrilled to be able to play a role this inaugural year.”
For more information, please visit sdadvisoroftheyear.com or email firstname.lastname@example.org.