CFO Series Event

December 5, 2014

Marc B. Marlin

Marc Marlin has a broad base of experience in providing transaction advisory services. Prior to co-founding KippsDeSanto & Co., Marlin was an associate in Houlihan Lokey's Washington, D.C. office and a member of Houlihan Lokey's Aerospace•Defense•Government industry investment banking group. Previous experience includes work as an associate with Harris Williams, as a summer associate at JPMorganChase, and as an investment associate at the International Finance Corporation, a member of the World Bank Group.

Marlin received an MBA from Georgetown University's McDonough School of Business where he graduated Valedictorian. Marlin also received a B.B.A. from the University of Michigan Ross School of Business.

Mitch Martin
The McLean Group

Mitchell Martin is co-head of the firm's M&A practice as well as its Transportation and Logistics and its Aerospace, Defense and Government Services practices. Select recent transactions include the sale of 3 Phoenix to Ultra Electronics, the sale of Twisted Pair Solutions to Motorola, the sale of Corbin Technology to FulcrumIT, the divestiture of RedBlack Communications from Ultralife, the leveraged recap of VETS Inc, SMSi's sale to Boeing, Signature Government Solutions' sale to Sotera, the acquisition of Point One by FedCap, the acquisition of Research and Engineering Design by DA Acquisition Corp, and many others. Martin is regularly quoted as an industry expert in The Washington Post, Washington Business Journal, Defense News, Washington Technology and other industry publications.

Prior to joining The McLean Group, Martin held financial advisory positions with leading investment banks focused on M&A for logistics and defense and government services companies. Previously, he was an Army captain and commanded an Infantry Company in the Middle East. Martin is Airborne and Ranger qualified, and currently holds a Top Secret Security Clearance.

Martin is an honors graduate of the United States Military Academy at West Point. He received his MBA from the Sloan School of Management at the Massachusetts Institute of Technology and his MPA from the John F. Kennedy School of Government at Harvard University.

Matt Swartz

Matthew Swartz concentrates his practice in the areas of mergers and acquisitions, private equity and venture capital investments, public and private securities offerings, and corporate governance. He primarily represents middle-market and technology companies, investors in these companies and the investment banks that serve them. He also represents funds of funds in the acquisition of limited partnership interests and secondary direct investments. Swartz's experience as a business lawyer includes representing issuers and investors in scores of venture capital and private equity transactions representing buyers and sellers in acquisitions of businesses in industries ranging from biotechnology, medical devices, semiconductor manufacturing and software to government contracting, consumer products and retail. He has also represented issuers in public equity and 144A debt offerings, as well as bulge bracket, mid-tier, and regional underwriters and placement agents.

Swartz spent several years practicing in Silicon Valley and Southern California prior to relocating to the Washington, D.C., area in 2001. Prior to becoming an attorney, he worked in business development at a large private biotechnology company in San Diego. He is the author (with Daniel Lee) of The Corporate, Securities, and M & A Lawyer's Job: A Survival Guide, published by the American Bar Association and the editor of Lawyer's Guide to Formulas in Transaction Documents and SEC Filings published by American Lawyer Media's Law Journal Press. Swartz earned a B.A. and J.D. from the University of California

Greg Treger
Co-Founder and Managing Director
Clearsight Advisors

Greg Treger is a co-founder and managing director at Clearsight Advisors. Prior to founding Clearsight, Treger served as a senior member of the M&A teams at Houlihan Lokey and Updata Capital where he executed over 40 M&A and financing transactions for software and technology services clients. Treger began his career with Deloitte & Touche where he spent three years in the business assurance group serving Technology companies.

A frequent speaker and author on M&A, Treger's experience includes sell-side, buy-side and recapitalization transactions for private and public companies. He has investment banking experience in a number of related industry sectors including public sector technology, professional services and software. Treger currently serves on the Board of Directors for the Association for Corporate Growth (ACG) National Capital Chapter, a global community for business leaders, middle market M&A dealmakers and capital providers focused on driving growth. The National Capital Chapter serves the fourth largest economic region in the country.

Treger is also a member of the American Institute of CPAs and earned his CPA in the State of Washington. He earned a bachelor's in economics and accounting from Claremont McKenna College while serving as captain of Claremont's Men's Soccer team. He went on to earn an MBA in finance from Columbia Business School.