Heather Grove Presents “Valuation in Acquisitions” at Catalyst M&A Accelerator

CuB964OVUAAwM3uOn January 20, 2017, Heather Grove, a Managing Director at Caliber Advisors, joined an esteemed group of presenters at Catalyst 2017. Ms. Grove’s presentation, entitled “Valuation in Acquisitions,” provided:

  • A summary of the state of the 2016 and outlook for the 2017 M&A market;
  • A discussion of the M&A life cycle and the phases where valuation analyses are needed;
  • An overview of valuation theory and methodologies;
  • A case study which applied common valuation methodologies in a stand-alone valuation of a hypothetical target company, which included an example of frequently required adjustments to EBITDA; and
  • A discussion of key inputs of a proforma and accretion / dilution analysis.

Catalyst is an M&A accelerator created by Dignitas, a go-to advisor for growth-oriented founder and family-run businesses. To learn more about the program, please visit: http://www.mydignitas.com/catalyst

To view Ms. Grove’s bio, please visit: http://caliberadvisors.com/personnel/heather-grove/

Joe Ruble Joins Expert Panel at the AM&AA Midwest Chapter’s December Meeting

CAD-6029-EditOn December 7, 2016, Joe Ruble, a Managing Director at Caliber Advisors, joined an expert panel at the Alliance of Merger & Acquisition Advisors (AM&AA) Midwest Chapter’s December Meeting to discuss how to work with business owners to increase the price and marketability of their companies in situations where an exit is not in the near-term.  Mr. Ruble presented real-world examples of providing value enhancement services to his clients that were beginning the process of analyzing a liquidity event.  Specific examples included the development of a strong management team, the development of detailed product/service line profit contribution analyses, the cost/benefit analysis of future capital expenditures, and the cost/benefit analysis of making acquisitions prior to selling the company.

To learn more about the AM&AA and their programs, please visit: http://www.amaaonline.com/

To view Joe Ruble’s bio, please visit: http://caliberadvisors.com/personnel/joseph-ruble/

Dan Rubin Delivers Presentation on the Valuation of Intellectual Property to San Diego’s North County Bar Association

CAD-6048eOn November 15, 2016, Dan Rubin was a guest speaker to the Business Law and Intellectual Property sections of the Bar Association of Northern San Diego County. Mr. Rubin spoke about the methods of valuing intellectual property and frequent challenges presented by uncertainty regarding legal threats, market opportunity, and technological breakthroughs. Mr. Rubin demonstrated how to best navigate these challenges to produce a logical and defensible valuation. Mr. Rubin relied on his IP valuation experience, and provided the group several case studies of recent engagements, including the valuation of novel biotech formulations, film rights, and patents on consumer goods.

Mr. Rubin provides valuation opinions and financial advisory services to organizations both domestically and globally. Mr. Rubin’s opinions are used for board, financial reporting and disclosure, litigation and tax purposes. His experience includes portfolio valuation, Monte Carlo simulations, private company valuation, intangible asset valuation, transaction advisory and the valuation of intellectual property. Mr. Rubin frequently guest lectures at the University of California, San Diego on matters regarding the valuation of private companies, synergies resulting from strategic acquisitions, and SEC rules regarding stock restrictions.

Mr. Rubin graduated from the University of California, San Diego with a Bachelors’ of Science in Management Science. He has been conferred the designation of Chartered Financial Analyst and is a member of the CFA Society of San Diego.

Caliber Advisors Is Pleased to Announce That Rick Knoll Has Joined the Firm

rhk-headshotCaliber Advisors is pleased to announce that Rick Knoll has joined the firm as a Director in the firm’s Chicago – Illinois Technology and Research Corridor (“ITRC”) office. Rick brings over 20 years of experience performing business valuation and corporate advisory work for companies across an array of industries. In addition to his many years in leadership positions at multiple business valuation firms, Rick brings practical experience from his service as the Chief Financial Officer of a venture-backed technology company and as a financial consultant to a range of companies from the middle-market to the Fortune 50.

“I can’t overstate our excitement that Rick has decided to join Caliber,” said Joe Ruble, Managing Director of Caliber’s Chicago – ITRC office. “Rick brings a wealth of technical skills and real-world experience to Caliber that can’t be matched. Rick has the unique ability to not only quickly establish a physical understanding of a company’s operations, but also the ability to utilize complex financial theory to determine a company’s value within those operational constraints. The added bonus is his ability to explain these findings in an easily digestible manner.”

Rick holds a Bachelor of Science degree in Mechanical Engineering, a Master of Science degree in Mechanical Engineering, and a Master Business Administration degree in Finance, all from the University of Illinois in Champaign/Urbana. He holds the Chartered Financial Analyst designation and is a licensed Professional Engineer.

Rick can be reached at rknoll@caliberadvisors.com.