GSB Finance Roundtable Chicago
January 13, 6:00 PM - 8:00 PM
Financial Deal-Making: Wm. Blair, Adams Street Partners, & Goldsmith Agio
Private equity financiers and investment bankers are the consummate financial deal-makers. Craig Taylor,'94, PhD, Partner,Adams Street Partners(one of the largest/oldest managers of private equity partnerships in the world) reviews the last venture cycle, trends and the 2005 outlook for private equity while 2 Principals from William Blair (a prestigious independent employee-owned investment bank celebrating its 70th anniversary on 1/8/05) will provide similar information on both debt and M&A activity in their middle market niche. David Baker,'87. Managing Director for Goldsmith Agio Helms (one of the country's most accomplished sell-side M&A firms in its market niche) will comment on same topics for healthcare and provide a corporate 'Successful Buyers' guide.
Please register by 1/12/05
If having difficulties registering online, please contact Global Chair Kathy Graham at firstname.lastname@example.org or call her at 630.466.7095. For further information and bios, visit http://gsb.uchicago.edu/alumni/roundtable-detail.aspx?groupid=457.
Business casual to business attire is appropriate. You need not be a graduate of The University of Chicago to attend although program content minimally requires MBA or equivalent work experience exposure. Guests are welcome provided their attendance is also registered in advance (see REGISTER above).
MARK BRADY , '91, Principal & Head of Mergers and Acquisitions, has been an investment banker in the corporate finance department of William Blair & Company since 1991. Prior to joining the firm, Mark spent two years in a similar capacity with Kidder, Peabody & Company. During his time at William Blair & Company, Mark has successfully completed more than 75 acquisition and financing transactions aggregating over $7.6 billion. Mark graduated Phi Beta Kappa from Northwestern University and received his MBA in Finance and Accounting from the University of Chicago Graduate School of Business. William Blair, with166 partners in the business of investment banking, asset management, equity research, private equity and private and institutional brokerage, celebrates its 70th anniversary on 1/8/05 after its best year ever for revenues and profits, driven by merger and acquisition business and underwriting business as well as asset management. On the M&A side, the firm posted a record year in both number of deals and volume, with 46 transactions with a volume of $12 billion. The firm also handled about $6.5 billion in transaction volume for equity offerings, including 29 IPOs, a record number for the firm. To celebrate the anniversary, Blair officials on 1/7/05 will participate in opening ceremonies at the Nasdaq stock market and ring the closing bell at the New York Stock Exchange.
LUKE STIFFLEAR is a Principal in the Debt Capital Market Group of William Blair & Company, LLC. Mr. Stifflear focuses on the financial analysis and execution of a wide variety of private debt and equity transactions for middle market growth companies and structured finance deals. He has completed transactions in a wide variety of capital raising assignments including approximately $1.5 billion of Credit Tenant Lease financing. Prior to joining William Blair, he spent 4 years with The Northern Trust Company specializing in lease finance transactions and corporate banking. He is a member of The CFA Institute and the Investment Analyst Society of Chicago. Mr. Stifflear received his MBA from the University of Illinois Champaign and his BA from State University of New York. He is also a holder of the Chartered Financial Analyst (CFA) designation.
Craig Taylor , '94, is a member of Adam Street Partners? direct investment team focusing on life sciences investing, primarily in biopharmaceutical and medical device companies. His responsibilities include sourcing and screening private equity investments, negotiating investment terms and financial structures, assisting portfolio companies and maintaining venture, entrepreneurial and investor contacts. Dr. Taylor joined Adams Street Partners in 2000, bringing with him over ten years of operating experience. Most recently, Dr. Taylor was with the G.D. Searle unit of Pharmacia Corporation (now Pfizer), where he accessed oncology pharmaceutical/biotech opportunities, and negotiated licensing and partnership transactions. He joined Searle as a member of the Global Cardiovascular Franchise, where he directed pre-launch marketing efforts for several cardiovascular and critical care drugs. Before joining Searle, Dr. Taylor was a management consultant with Integral, Inc. specializing in product development performance improvement. He spent several years as an R&D scientist with Abbott Laboratories, leading teams that developed thyroid diagnostic products. Dr. Taylor began his R&D career with Syva Company, the diagnostics unit of Syntex (now Roche). He has a BA from Grinnell College, a MBA from The University of Chicago, and a PhD from Georgetown University?s Department of Biochemistry & Molecular Biology. Dr Taylor is a member of the Adams Street Partners Direct Investment Subcommittee, the National Venture Capital Association, the Illinois Venture Capital Association, and the Chicago Biotechnology Network. Adams Street Partners is one of the largest global managers of private equity partnership investments in the world and has one of the longest histories.