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 (Chapter Committee Chair)
Managing Director, Private Wealth
(305) 975-7242
Ygnacio Garcia-Saladrigas is Managing Director, Private Wealth with City National Wealth Management and is a member of the group’s senior management team. He is responsible for business development and managing all Wealth Advisors. Additionally, he is responsible for select client relationships, consisting of HNW and UHNW individuals, family offices, and endowments, foundations and non-profits. Ygnacio helps clients identify and achieve their financial goals in the most effective manner possible. He excels in working with successful entrepreneurs, especially those contemplating a liquidity or transition event, where he helps them prepare their business and/or their families in advance and manage their wealth afterwards. Through the expertise gained during his over 25 year career in the financial services industry, he is skilled at helping entrepreneurs 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 a team 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 extensive prior experience in working with some of the largest firms in the wealth management industry. Prior to his wealth management career, Ygnacio was an investment banker in New York, where he executed over $4 billion in M&A and capital raising transactions. Ygnacio is committed to serving his community. He is a member of the Orange Bowl Committee and serves on the Board of Directors of Baptist Health South Florida Foundation (MCVI Council). He’s also an active participant nationally and locally in the M&A community. He is the Founding Chair of the Alliance of M&A Advisors’ South Florida Chapter, is the Founder of the Healthcare Leadership Insights Conference (a national healthcare M&A conference), and is a member of the Association for Corporate Growth. He also serves on the Amigos Board of the Cuban Heritage Collection of the University of Miami Library. 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
Martin Burkett serves as co-chair of Akerman’s M&A and Private Equity Practice. Martin represents public and private companies and private equity funds in a variety of corporate transactions, with a particular focus on mergers and acquisitions. Martin’s practice includes structuring and negotiating complex business transactions, mergers and acquisitions, leveraged buyouts, recapitalizations, going private transactions, venture and growth capital investments, debt and equity financings, and securities offerings. He regularly represents portfolio companies of private equity clients and other companies with respect to all of their corporate transactions, and effectively serves as their outside general counsel. In addition, Martin represents investors and companies in a broad variety of distressed corporate situations, including distressed acquisitions.
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.
Bruce Marks, MBA, CMAA
Radius Bank
(954) 646-5820
Jose Sariego
Bilzin Sumberg Baena Price & Axelrod LLP
(305) 350-7230
Jose Sariego is a Partner in Bilzin Sumberg's Corporate Group with more than 25 years of experience negotiating and closing domestic and international mergers and acquisitions, investments, joint ventures, divestitures, and other transactions. Fluent in Spanish and proficient in Portuguese, he has negotiated and closed multi-million deals in a dozen countries in three languages as well as handled securities offerings and other corporate finance transactions for private and public companies. For more than 20 years, Jose was General Counsel of three major companies, where he served as chief legal and compliance officer as well as secretary to the Board of Directors of two of the companies. Jose has a particular emphasis in media, entertainment and technology law, having served as General Counsel of HBO Latin America and head of Business & Legal Affairs for Telemundo Network. He has led complex negotiations with some of the largest media companies in Latin America, closed multi-year programming deals with major studios and independents, and handled development and production deals with producers on numerous shows throughout the region. Jose is an Adjunct Professor of Media Law at the University of Miami Law School and is a frequent lecturer and author. He is also on the Board of WLRN Public Radio and the Chapman Partnership for the Homeless. Jose earned his J.D. from the University of Michigan, graduating cum laude, and received his B.S. from the University of Florida.
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

Jan
28
Mon
2019
CM&AA Training & Certification @ Pepperdine University, West Los Angeles Campus
Jan 28 – Feb 1 all-day

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 or contact our Membership & Education Manager, Catleah Capuli at (312) 856-9590 or ccapuli@amaaonline.org.

 

2019 Training & Certification Dates

January 28 - February 1, 2019: Pepperdine University, West Los Angeles, CA

April 29 - May 3, 2019: University of Maryland Robert H. Smith School of Business, Washington D.C.

June 10 - 14, 2019: DePaul University Loop Campus, Chicago, IL

September 16 - 20, 2019: DePaul University Loop Campus, Chicago, IL

October 28 - November 1, 2019: Pepperdine University, Malibu, CA

 

WHO SHOULD ATTEND

The CM&AA is designed for M&A professionals who are
engaged in the M&A planning and / or counsel clients:

  • CPA's
  • Attorneys
  • M&A Consultants
  • Corporate Employees
  • Board of Directors
  • Business Owners
  • Financial Planners
  • Private Investors

COURSE TOPICS

  • MidMarket Overview
  • M&A Process
  • Corporate M&A
  • Financing: Growth & Acquisition
  • Traditional Business Valuation/
    Cash-Debt Free Balance Sheet/
    Transaction Valuation
  • Value Growth & Market Readiness
  • M&A Tax Issues
  • M&A Legal Topics
  • Sell Side M&A/Buy Side M&A

 

Apr
29
Mon
2019
CM&AA Training & Certification @ University of Maryland, Robert H. Smith School of Business
Apr 29 – May 3 all-day

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 or contact our Membership & Education Manager, Catleah Capuli at (312) 856-9590 or ccapuli@amaaonline.org.

 

2019 Training & Certification Dates

January 28 - February 1, 2019: Pepperdine University, West Los Angeles, CA

April 29 - May 3, 2019: University of Maryland Robert H. Smith School of Business, Washington D.C.

June 10 - 14, 2019: DePaul University Loop Campus, Chicago, IL

September 16 - 20, 2019: DePaul University Loop Campus, Chicago, IL

October 28 - November 1, 2019: Pepperdine University, Malibu, CA

 

WHO SHOULD ATTEND

The CM&AA is designed for M&A professionals who are
engaged in the M&A planning and / or counsel clients:

  • CPA's
  • Attorneys
  • M&A Consultants
  • Corporate Employees
  • Board of Directors
  • Business Owners
  • Financial Planners
  • Private Investors

COURSE TOPICS

  • MidMarket Overview
  • M&A Process
  • Corporate M&A
  • Financing: Growth & Acquisition
  • Traditional Business Valuation/
    Cash-Debt Free Balance Sheet/
    Transaction Valuation
  • Value Growth & Market Readiness
  • M&A Tax Issues
  • M&A Legal Topics
  • Sell Side M&A/Buy Side M&A

 

Jun
10
Mon
2019
CM&AA Training & Certification @ DePaul University (Loop Campus)
Jun 10 – Jun 14 all-day

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 or contact our Membership & Education Manager, Catleah Capuli at (312) 856-9590 or ccapuli@amaaonline.org.

 

2019 Training & Certification Dates

January 28 - February 1, 2019: Pepperdine University, West Los Angeles, CA

April 29 - May 3, 2019: University of Maryland Robert H. Smith School of Business, Washington D.C.

June 10 - 14, 2019: DePaul University Loop Campus, Chicago, IL

September 16 - 20, 2019: DePaul University Loop Campus, Chicago, IL

October 28 - November 1, 2019: Pepperdine University, Malibu, CA

 

WHO SHOULD ATTEND

The CM&AA is designed for M&A professionals who are
engaged in the M&A planning and / or counsel clients:

  • CPA's
  • Attorneys
  • M&A Consultants
  • Corporate Employees
  • Board of Directors
  • Business Owners
  • Financial Planners
  • Private Investors

COURSE TOPICS

  • MidMarket Overview
  • M&A Process
  • Corporate M&A
  • Financing: Growth & Acquisition
  • Traditional Business Valuation/
    Cash-Debt Free Balance Sheet/
    Transaction Valuation
  • Value Growth & Market Readiness
  • M&A Tax Issues
  • M&A Legal Topics
  • Sell Side M&A/Buy Side M&A

 

Sep
16
Mon
2019
CM&AA Training & Certification @ DePaul University (Loop Campus)
Sep 16 – Sep 20 all-day

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 or contact our Membership & Education Manager, Catleah Capuli at (312) 856-9590 or ccapuli@amaaonline.org.

 

2019 Training & Certification Dates

January 28 - February 1, 2019: Pepperdine University, West Los Angeles, CA

April 29 - May 3, 2019: University of Maryland Robert H. Smith School of Business, Washington D.C.

June 10 - 14, 2019: DePaul University Loop Campus, Chicago, IL

September 16 - 20, 2019: DePaul University Loop Campus, Chicago, IL

October 28 - November 1, 2019: Pepperdine University, Malibu, CA

 

WHO SHOULD ATTEND

The CM&AA is designed for M&A professionals who are
engaged in the M&A planning and / or counsel clients:

  • CPA's
  • Attorneys
  • M&A Consultants
  • Corporate Employees
  • Board of Directors
  • Business Owners
  • Financial Planners
  • Private Investors

COURSE TOPICS

  • MidMarket Overview
  • M&A Process
  • Corporate M&A
  • Financing: Growth & Acquisition
  • Traditional Business Valuation/
    Cash-Debt Free Balance Sheet/
    Transaction Valuation
  • Value Growth & Market Readiness
  • M&A Tax Issues
  • M&A Legal Topics
  • Sell Side M&A/Buy Side M&A

 

Oct
28
Mon
2019
CM&AA Training & Certification @ Pepperdine University (Malibu Campus)
Oct 28 – Nov 1 all-day

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 or contact our Membership & Education Manager, Catleah Capuli at (312) 856-9590 or ccapuli@amaaonline.org.

 

2019 Training & Certification Dates

January 28 - February 1, 2019: Pepperdine University, West Los Angeles, CA

April 29 - May 3, 2019: University of Maryland Robert H. Smith School of Business, Washington D.C.

June 10 - 14, 2019: DePaul University Loop Campus, Chicago, IL

September 16 - 20, 2019: DePaul University Loop Campus, Chicago, IL

October 28 - November 1, 2019: Pepperdine University, Malibu, CA

 

WHO SHOULD ATTEND

The CM&AA is designed for M&A professionals who are
engaged in the M&A planning and / or counsel clients:

  • CPA's
  • Attorneys
  • M&A Consultants
  • Corporate Employees
  • Board of Directors
  • Business Owners
  • Financial Planners
  • Private Investors

COURSE TOPICS

  • MidMarket Overview
  • M&A Process
  • Corporate M&A
  • Financing: Growth & Acquisition
  • Traditional Business Valuation/
    Cash-Debt Free Balance Sheet/
    Transaction Valuation
  • Value Growth & Market Readiness
  • M&A Tax Issues
  • M&A Legal Topics
  • Sell Side M&A/Buy Side M&A

 

 

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.

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