Our primary goals are to help Members improve their level of knowledge, give them access to the tools to help them better market and deliver their services, and provide them with a network of knowledgeable professionals with whom they can share information and resources. An Alliance Chapter is a local resource for networking, education, marketing, developing professional opportunities, and thought leadership. Members are able to make face to face connections with each other, potential Members and new alliance opportunities.
Arizona Chapter Committee
MB Business Capital
Tim Carstens is a Senior Vice President with MB Business Capital which provides Asset-Based Financing to lower middle-market companies nationwide, including for acquisitions, dividend recaps, growth capital and debt restructuring. Tim is responsible for marketing and originations in Arizona, Nevada, New Mexico and Utah. Besides MB, Tim has managed new business and portfolio management positions at PNC Business Credit, and Wells Fargo Business Credit. With a career devoted towards growing leveraged finance portfolios, Tim focuses on companies with credit needs from $5 million to $50 million. Besides AM&AA, Tim has maintained board of director positions with The Turnaround Management Association, Arizona Business Leadership, Association for Corporate Growth among other participations. Tim holds a bachelors degree from Miami University.
JP Morgan Chase
Dan Mahoney is an Executive Director with JPMorgan Chase and leads the commercial bank’s business development efforts in Arizona which focuses upon companies generating $20M to $500M in revenues. Dan is a lifetime financial services professional who has devoted his career to financing, purchasing and managing middle market companies. Dan serves on the Boards of Alliance of Merger and Acquisition Advisors, the Association for Corporate Growth, the Advisors and Reynolds Polymer Technology, helps leader the Arizona Business Leadership Association and leads JPMC’s sponsor relationship of Financial Executives International. Dan obtained his Bachelor of Accounting from Saint Bonaventure University and his MBA from New York University’s Stern School of Business. He was previously a Certified Public Accountant and a Senior Member of the American Society of Appraisers in Business Valuation and is registered with FINRA under Series 79, Investment Banking Registered Representative.
Brenda K. Brandt
Certified Public Accountant
Brenda K. Brandt has more than 20 years of experience in public accounting including the planning and supervision of auditing engagements, consulting and management advisory services in various commercial entities including: employee benefit plans (EBP), service corporations, distribution, manufacturing, hospitality and private clubs, telecommunications and franchising. Her professional experience focus includes serving companies in the Private Sector and Companies in the Middle Market space.
Chris Roden is a Managing Director in the C3 Capital Arizona office. Chris is an experienced investment banker, risk manager and private equity investor. His experience spans multiple countries and continents as a former Managing Director for Citibank in the Middle East and North Africa. Based in Switzerland, Chris was also Global Market Manager for Saudi Arabia and Yemen. Following his years at Citibank, he was founder and CEO of Seabridge Capital, LLC in Westport, Connecticut. Seabridge was an alternative investment fund with interests in private equity, real estate, venture capital and mezzanine opportunities. Chris holds a Bachelor of Business Administration in International Business and a Masters of Business Administration in Finance & Investments, both from The George Washington University.
Lohman Company, PLLC
Jay Lohman formed Lohman Company, PLLC (Certified Public Accountants & Business Consultants) in 2000 after working in the accounting profession over 30 years. As President, he is a member of the Executive Partner Group as well as the Senior Management Group. His role is the overall management of the firm and the coordination of assurance, tax and consuiting engagements. Under Jay’s leadership, Lohman Company, PLLC has ranked in the top 25 CPA firms since 2003 in the annual listing issued by The Phoenix Business Journal.
Federal National Commercial Credit
Adam Keck is a commercial finance sales professional with over 15 years of experience representing independent finance companies across the Western United States. He currently serves as Senior Business Development Officer for FSW Funding who, founded in 2001, provide senior-secured alternative finance solutions to small and mid-sized companies nationwide.
Gallagher & Kennedy - Phoenix
Stephen Boatwright has negotiated and documented over $1 billion in financing and mergers and acquisitions. He has prepared registration statements (both IPO and secondary) and securities regulatory compliance work for over 20 different public companies on the NYSE MKT (formerly AMEX), NASDAQ and the OTCBB. Through his many years of experience, he has developed a unique expertise in “shell” reverse mergers transactions. Additionally, he has prepared private placement memoranda for capital raises totaling in excess of $200 million for technology, biotechnology, software, life science, medical device, internet, social media, hospitality and real estate companies.
In addition to his work with operating companies, Steve has represented angel investors, and has been engaged by investment banking, private equity, venture capital and venture leasing funds, and advised and documented fund structures and acquisitions of substantial positions in emerging growth companies.
Calendar of Events - Arizona Chapter
|February 25, 2018||February 26, 2018||February 27, 2018||February 28, 2018||March 1, 2018||March 2, 2018||March 3, 2018|
|March 4, 2018||March 5, 2018||March 6, 2018||March 7, 2018||March 8, 2018||March 9, 2018||March 10, 2018|
|March 11, 2018||March 12, 2018||March 13, 2018||March 14, 2018||March 15, 2018||March 16, 2018||March 17, 2018|
|March 18, 2018||March 19, 2018||March 20, 2018||March 21, 2018||March 22, 2018||March 23, 2018||March 24, 2018|
|March 25, 2018||March 26, 2018||March 27, 2018||March 28, 2018||March 29, 2018||March 30, 2018||March 31, 2018|