CEO's Exit Perspective
How to Start
Process & Key Milestones
Types of Buyers
Price vs Value
Dos & Donts
It takes three to five years to successfully plan and execute an exit! If you are a C-Level government contractor executive you will gain significant insight from this panel of experts! Their collective expertise and real-life experiences are a roadmap to create more value before an exit, to learn about all exit alternatives available today, and to maximize your post-exit wealth.
This comprehensive session kicks off with learning about a CEO’s experience with Nicole Geller former CEO of GCS, Inc. and currently a Senior Director with Springer Lawson. Nicole will be joined by:
Scott Meza, M&A Attorney with Greenberg Traurig, LLP
Larry A. Davis, Managing Partner of Aronson, LLC: Investment Banking
Mike Frost, Senior Wealth Planning Strategist with Wells Fargo Bank
Jennifer Mahoney, Senior Private Banker with Wells Fargo Private Bank
Meet The Panel
As a Senior Director for Springer Lawson & Associates, Nicole provides strategic advisory services to middle market CEOs. She serves as an extension of a Company’s management team to strategically optimize enterprise value by growing revenue, increasing profit, driving down costs and identifying all available exit alternatives. Nicole and the SLA team have hands-on CEO/founder/operator middle market experience helping CEOs with strategy and maximizing growth for successful exits.
Ms. Geller currently serves on four technology-focused private company boards providing expertise on strategy, business development, and growth, M&A and operations. In addition, Nicole is Chair of the Nomination and Governance Committee for the George Mason University (GMU) Foundation Board of Trustees.
Prior to joining Springer Lawson, Ms. Geller was the founder and CEO of Government Contract Solutions (GCS), a professional solutions firm for intelligence and civilian federal markets. GCS managed highly visible and mission-critical IT programs for federal agencies around the globe. including war zones. Nicole led the Company’s pivot from commercial services to highly classified customer-centric solutions, and then to a successful exit in late 2014. GCS employed more than 450 highly skilled professionals that delivered award-winning, quality-based solutions to its long-term customers. GCS was a Washington Technology Fast 50 Company, and Inc. 5000 recognized company for five years running. Nicole was also a 2014 Ernst and Young Entrepreneur of the Year Award Finalist.
Nicole has been a frequent panel speaker providing the entrepreneur perspective on “Planning to Exit your Business”, “Iceberg View: What it is really like to Run a Business?”, “Selling your Business”, “What to Expect when Growing your Business”, and “CEO Lessons Learned from Selling your Business”.
Nicole holds a BS in Economics from George Mason University, Fairfax, VA, is an avid golfer.
Larry Davis is managing partner of Aronson LLC and partner of Aronson Capital Partners. During his 35-year career, Larry has built a strong track record in launching new service areas, developing people, and helping his clients accomplish their business goals. His unique background in accounting and corporate finance combined with his keen business acumen equips him to lead Aronson LLC, while acting as a trusted advisor to business owners and senior executives.
As Aronson LLC’s managing partner, Larry provides strategic planning and direction for the firm. He is passionate about recruiting, retaining, and developing people. He believes talent development is the key to providing valued service to the firm’s clientele and achieving the firm’s strategic objectives. Active in the community, Larry promotes Aronson LLC as the leading independent accounting and business consulting firm in the most thriving economic region in the country.
As partner of Aronson Capital Partners, Larry helps buyers and sellers execute M&A transactions to accomplish their goals. He has more than 25 years of experience in mergers, acquisitions, divestitures, and financings. He has worked on more than 40 transactions involving middle market defense and government services companies. Notable transactions include the sales of Force 3 to Sirius Computer Solutions, Proteus Technologies to Polaris Alpha/Arlington Capital Partners, Texeltek to TASC, Atlantic Coast Telesys to SAIC, AEPCO to VT Group, PLC, and Capital City Technologies to Ernst & Young. Larry is widely recognized as an industry expert and is a frequent speaker at industry events and a sought after advisor to owners of emerging growth companies.
Before joining Aronson, Larry was VP of Finance at DynCorp where he participated in 15 strategic acquisitions constituting the nucleus of DynCorp’s professional services business. Prior, Larry was CFO of a middle market information technology services company that was acquired by DynCorp.
Scott Meza has more than 25 years of experience assisting businesses in complex transactions such as mergers, acquisitions, spin-offs of public and private companies, and sophisticated equity and debt financings and recapitalizations. Scott’s broad industry experience includes managing transactions for technology-based companies as well as companies operating in highly regulated environments like government contracting, telecommunications, and health care. Representative transactions include stock-for-stock combinations, cash-out mergers, tender and exchange offers, management buyouts, stock and asset purchases, distressed company acquisitions (e.g., bankruptcy auctions), corporate spin-offs and divestitures, and corporate governance matters.
Scott regularly represents venture funds and emerging growth companies in a variety of financing transactions, ranging from preferred stock sales, subordinated debt lending and licensing, and other strategic alliances.
Scott has also been a leader in organizing networks of accredited “angel” investors, which actively invest in emerging growth companies around the country. Scott also advises senior management and boards of directors on executive employment and compensation issues and equity incentive plans.
– Public and private company mergers, acquisitions, divestitures and recapitalizations
– Venture capital and private equity investing
– Executive employment/compensation counseling
Michael Frost is a Senior Wealth Planning Strategist for the mid-Atlantic region of Wells Fargo Private Bank. Mr. Frost helps his clients determine and prioritize their non-financial goals so the Wells Fargo team can structure their finances to meet these goals.
Prior to joining Wells Fargo, Mr. Frost spent nearly 20 years in public accounting. During that time, Mr. Frost’s practice focused on assisting ultra-high net worth and high net worth individuals with their individual, fiduciary, and gift tax compliance and consulting issues. In his most recent role, Mr. Frost served as a Tax Managing Director for a large national accounting firm. His clients’ industries included government contracting, professional athletes, the United States Government, and real estate management. He helped his clients develop and implement income, estate, and gift tax strategies his clients could understand, while minimizing tax, and achieving their personal objectives.
Mr. Frost holds a Bachelor of Science in Business Administration with an Accounting Concentration from Georgetown University. He is licensed to practice public accounting in Virginia, and the District of Columbia. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds a Personal Financial Specialist designation from the American Institute of Certified Public Accountants.
Mr. Frost lives in Ashburn, Virginia with his wife, daughter, and Pembroke Welsh Corgi puppy. In his spare time, he enjoys working in his yard and is an avid baseball, basketball, and football fan.
Jennifer Mahoney joined Wells Fargo Private Bank in 2010 and is a Senior Private Banker for the Capital region. Jennifer works primarily with successful Business Owners and Multi-Generational Ultra-High Net Worth families. As part of the Private Bank; Jennifer works with her clients to understand their needs and then coordinates a team of specialists to provide wealth management solutions; including banking, credit, investment management and trust and estate services.
Prior to joining Wells Fargo’s Private Bank, Jennifer held the role of Senior Private Banker at privately owned Chevy Chase Bank (now Capital One Bank) for four years in the Metro Washington, DC area. Jennifer also spent eight years as a Senior Private Banker at Bank of America and worked on both Coasts during her tenure with the Bank. Jennifer spent five years with Bank of America’s Private Bank office in McLean, Virginia before moving to San Diego, California and assuming the role of Private Banking Sales Manager for the Southern California region; where she managed both the Domestic and International Private Bank teams.
Jennifer attended Fordham University in New York City where she founded a Student Run Credit Union during her freshman year. After graduation, Jennifer worked for Chase Manhattan Bank and London based National Westminster Bank before moving back to the Metro DC area to join Bank of America’s Private Bank.
Originally from Potomac, Maryland; Jennifer now resides in Leesburg, Virginia with her husband and children.