South Florida Chapter

Chapter Calendar | Chapter Sponsors

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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 AM&AA 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 other alliance opportunities.

 

South Florida Chapter Committee 

Ygnacio Garcia-Saladrigas
Committee Chair
(305) 975-7242
Ygnacio Garcia-Saladrigas serves the wealth and investment management needs of HNW and UHNW individuals and family offices, helping them identify and achieve their most important financial goals in the most effective manner possible. He particularly specializes in working with entrepreneurs/business owners, especially those contemplating a liquidity or transition event, where he helps them prepare their business and/or themselves and their families in advance and manage their wealth afterwards. Through the expertise gained during his over 20 year career in the financial services industry working with entrepreneurs, he is skilled at helping them effectively navigate through the "owner to investor" process. Ygnacio does not replace the client's team of tax, legal, and other professional advisors. Rather, he works closely with them and directs teams of specialists in investments, credit, trust services, tax and estate planning to jointly create and implement the optimal wealth and investment management plan. Ygnacio has worked at some of the leading wealth management firms in the industry, including BNY Mellon, J.P. Morgan Private Bank, and Barclays Wealth (f/k/a Lehman Brothers). Prior to his wealth management career, Ygnacio was an investment banker, where he executed over $3 billion in M&A and debt and equity financing transactions. Ygnacio ran a boutique middle-market corporate and real estate investment bank and was an investment banker in New York with Merrill Lynch & Co. Ygnacio is an active participant nationally and locally in the mergers and acquisitions community. He is the Founding Chair of the Alliance of Merger & Acquisition Advisors’ South Florida Chapter, is the Founder of the Healthcare Leadership Insights Conference (a national healthcare M&A conference held annually in Miami), and is a member of the Association for Corporate Growth. Ygnacio is also committed to serving his local community, where he serves on the Board of Directors of Baptist Health South Florida Foundation (Miami Cardiac & Vascular Institute Council) and is a member of the Orange Bowl Committee. Ygnacio earned an MBA in Finance from The Wharton School of Business at the University of Pennsylvania and a BSBA in Finance from Georgetown University.
Christine Barney, APR
rbb Communications
(305) 448-7456
Christine M. Barney is CEO and managing partner of rbb Communications, a four-time national Agency of the Year award winner. The rbb family of brands also includes Out of the Blue Advertising, SpiderBoost Communications and Digital Park. Barney leads the firm’s M&A practice which provides communications strategies that cover every stage of the deal life cycle from pre-announcement planning to post-merger integration. Services include reputation audits, key stakeholder communications (shareholders, customers, vendors, influentials), employee engagement, media relations and digital/social media strategies. The firm’s expertise spans multiple industries through work with companies including Codina Group/Codina Partners, Florida East Coast Industries, MBAF, Apple Leisure Group and FirstService Residential. She is the author of “The Breakout Brand ™ Strategy: An Evolutionary Approach to Creating Customer Passion” and her firm, with offices in Miami, Fort Lauderdale and New York is known as the Champion of Breakout Brands. Barney’s innovative management style and “employee-driven workplace” philosophy makes the firm a repeated winner in “best place to work” rankings in publications like Inc. Magazine, the Wall Street Journal and Florida Trend. She is immediate past chair of the Greater Miami Chamber of Commerce, a board member of the Alliance of M&A Advisors South Florida Chapter, a member of the Orange Bowl Committee, member of the International Women’s Forum, a Babson WIN Lab coach and is accredited by the Public Relations Society of America (PRSA). She is the 2016 Bill Adams PRSA Lifetime Achievement Award recipient.
Martin Burkett
Akerman, LLP
(305) 982-5578
Frank Gonzalez, CPA, CFF
Morrison, Brown, Argiz & Farra, LLC
(305) 377-9203
Frank Gonzalez, CPA, CFF, is the principal-in-charge of the Audit Department at MBAF, and leads the firm’s Financial Institutions and SEC practices. As principal-in-charge of the Audit Department, Frank has full oversight of the firm’s audit practice in all offices, including the execution of processes and quality control, maintaining the department’s standards, and ensuring the use of best practices among his team. Frank provides audit, business consulting, litigation support, and SEC compliance services to organizations in a wide range of industries including real estate, financial institutions (community banking, international banking, investment funds). manufacturing, technology, and telecommunications. Directing the firm’s work with community banks, international banks/agencies, and mortgage companies, Frank is highly experienced in the rigorous regulatory and compliance standards applied to the industry, and works with both domestic and international banking organizations. He has experience in performing audits and advisory services to banks ranging in size from billion dollar multi-nationals to de novo (start-up) institutions. Frank works hand-in-hand with clients to accomplish financial and operational objectives through initial and secondary public offerings, capital formation, and mergers and acquisitions. Frank is skilled in first-time through audit engagements, and in providing audit and business advisory services to many national and international public (SEC) and privately held companies.
David Neil Hecht
Luxury Brand Partners
(561) 961-9918
David Hecht is the CFO of Luxury Brand Partners, a Miami-based private investment company that develops, nurtures and sells prestige, artist-driven beauty brands.  Past exits include Oribe Hair Care and Becca Cosmetics, sold to Kao Corporation and The Estee Lauder Companies, respectively. Prior to Luxury Brand Partners, David was Senior Vice President at World Fuel Services, a publicly-traded Fortune 200 global leader in fuel supply and logistics where he led all aspects of Corporate Development.  Prior to World Fuel Services, David was an investment banker at Lehman Brothers, Banc of America and Morgan Stanley where he focused on Mergers & Acquisitions and corporate finance strategy.  Prior to Wall Street, David was a corporate attorney with Skadden, Arps, Slate, Meagher & Flom. David graduated from The Wharton School at the University of Pennsylvania and The Fordham School of Law.  He is Certified Public Accountant. 
Bruce Marks, MBA, CMAA
Radius Bank
(954) 646-5820
Brian Urbanek
Harbor Beach Capital, LLC
(954) 594-8001
Brian is a founder of Harbor Beach Capital and has over 20 years of investing, merger & acquisition and corporate finance experience. Prior to founding Harbor Beach Capital, Brian served as Managing Director at Sun Capital Partners, a global private equity firm focused on investing in lower and middle market companies. While at Sun Capital, Brian completed over 25 transactions for businesses across multiple industries, including industrial, consumer, retail, services, automotive & heavy-duty, financial services, packaging, chemicals, and healthcare. His investment activities included control buyout transactions, as well as non-control recapitalization transactions. Brian also completed ongoing work with portfolio companies, including the strategic planning, operational reviews, management recruiting, financing and restructuring needs, add-on acquisitions and exit transactions. In addition, while at Sun Capital, Brian served on the public company Boards of Directors of Accuride Corporation (NYSE: ACW) and Gordmans Stores, Inc. (Nasdaq: GMAN). Prior to Sun Capital, Brian was a Vice President in the Corporate Finance group at Stephens, Inc., where he led a number of capital raising and merger & acquisition transactions. Prior to Stephens, Inc., Brian served as a Vice President with the investment banking group at Bear, Stearns & Co. Inc., and as Manager of Corporate Development with AutoNation, Inc. Brian received a Bachelor of Science in Business Administration, cum laude, with dual majors in Economics and Finance from Creighton University's Heider College of Business.

South Florida Chapter Calendar of Events

Jul
17
Tue
2018
Summer Conference 2018 @ Loews Chicago Downtown Hotel
Jul 17 – Jul 19 all-day
Summer Conference 2018 @ Loews Chicago Downtown Hotel | Chicago | Illinois | United States

The Changing Dynamics of M&A: Future Concerns, Real Solutions

Accelerating growth, global economic expansion, aggressively pro-business fiscal policies- certainly there are plenty of positive signs pointing to strong M&A activity ahead. But even with a great economic outlook, there are no guarantees. Disruptions in technology, people and process are likely to impact every facet of the opportunity set for companies looking to transact, make investments, grow their earnings and remain active in 2018.

As the dynamics of M&A continue to shift, evolve and blur traditional boundaries, it’s critical to be strategic as well as optimistic, to be aware of the risks as well as the opportunities. That’s what makes The Alliance 2018 Summer Conference so vital. It’s where hundreds of middle market M&A professionals from around the globe will gather to collectively explore emerging concerns, collaborate on real solutions and make connections. Join us to get inspired, grow your network and make deals.

Jul
23
Mon
2018
CM&AA Training & Certification @ Singapore Management University School of Law
Jul 23 – Jul 27 all-day
CM&AA Training & Certification @ Singapore Management University School of Law | Singapore | Singapore

We are very pleased to offer The Alliance's Certified Merger & Acquisition Advisor (CM&AA) in Singapore for the very first time.

Through this program, obtain the most advanced credential illustrating the highest recognized standard of professional excellence for middle market corporate finance, advisory, and transaction service professionals in a collaborative, peer-driven learning environment.

Click here to learn more about the CM&AA credentialing program and apply for admission: https://www.amaaonline.com/cmaa.

Sep
24
Mon
2018
CM&AA Training & Certification @ DePaul University (Loop Campus)
Sep 24 – Sep 28 all-day
CM&AA Training & Certification @ DePaul University (Loop Campus) | Chicago | Illinois | United States

Obtain the most advanced credential illustrating the highest recognized standards of professional excellence for middle market corporate finance, advisory, and transaction service professionals in a collaborative, peer-driven learning environment.

Click here to learn more about the CM&AA credentialing program and apply for admission: https://www.amaaonline.com/cmaa.

 

South Florida Chapter Sponsors

To become a sponsor of the South Florida Chapter of the Alliance of Merger & Acquisition Advisors, please contact the Committee Chair,
Ygnacio Garcia-Saladrigas at (305) 975-7242 or ygnaciogs@gmail.com.

Gold Level

          

Silver Level

        

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