Resource Guide

ACG Cup Northwest Committee


Beaverton, Oregon
(503) 671-1882


VP, Commercial Relationship Manager
Umpqua Bank
Portland, Oregon
(503) 819-8432


Equity Capital Markets
Umpqua Bank
Portland, Oregon
(503) 219-6115


Lee Koehn Associates
Lake Oswego, Oregon
(503) 479-6094


Acquisitions Northwest, Inc.
Portland, Oregon
(503) 351-6870 (cell)


Chartwell Financial Advisory, Inc.
Portland, Oregon
(503) 416-4425

ACG Portland Board Coordinator

Geffen Mesher
Portland, Oregon
(503) 221-0141

Website Administrator

Portland, Oregon
(503) 341-3890


Willamette Management Associates
Portland, Oregon
(503) 243-7533


Expense Reduction Analysts
Portland, Oregon
(503) 781-9367

Hosting/Supporting Organization Leaders

ACG Portland


D.A. Davidson & Co.
Portland, Oregon
(503) 603-3060

ACG Portland Exec. Director

Portland, Oregon
(503) 768-4299

ACG Seattle

Jim Barnyak, Regional VP
BNY Mellon

Seattle, Washington
(206) 664-8831

ACG Seattle

ACG Seattle Exec. Director

Seattle, Washington
(206) 524-5300

ACG Los Angeles


Managing Director
Houlihan Lokey
Los Angeles, California
(310) 788-5204

FEI – Portland Chapter

Cari Thomas

Quatris Healthco

FEI – Washington State Chapter

Cory Stewart

Washington Federal

Sponsors – Primary Contacts

Presenting Sponsor

Umpqua Bank

Lavonda Driskell
Portland, Oregon
(503) 219-6120

Gold Sponsors

Chartwell Financial Advisory, LLC

Olivia Kowalski
Portland, Oregon
(503) 416-4425


Michael W. Hurley
Executive Director, Oregon/SW Washington
Portland, Oregon
(503) 382-1616

Durham & Bates

Christen Picot
Portland, Oregon
(503) 796-0291


Stephen Babson
Managing Director
Portland, Oregon
Assistant: Debbie Shannon
(503) 517-4622

Geffen Mesher

Dave Porter
Portland, Oregon
(503) 221-0141

Stoel Rives LLP

Steve Hull
Business Development Coordinator
Portland, Oregon
(503) 224-3380

Sarah Mooney
Business Development Coordinator
Portland, Oregon
Office: (503) 294-9368

University Program Coordinators


Assistant Professor – Finance
Oregon State University
Corvallis, Oregon
(541) 737-6027


Program Manager for Cameron Center for Finacne & Securities Analysis
University of Oregon
Office: (541) 346-3281


School of Business
Portland State University
Portland, Oregon
(503) 341-6474


Director, Evening MBA Student Affairs
Foster School of Business
University of Washington
(206) 543-6027


Professor of Finance
Albers School of Business and Economics
Seattle University
Seattle, Washington
(206) 296-6495


MBA Programs Director
Gonzaga University
Spokane, Washington
(509) 313-3443


Associate Dean of Graduate Programs
Associate Professor of Finance
Pamplin School of Business
University of Portland
Portland, Oregon
(503) 943-7109


Assistant Professor
School of Business
Pacific Lutheran University
Tacoma, Washington
(253) 535-7330

Ron Miolla

Associate Professor of Finance
Concordia University
Portland, Oregon

Randy Beavers, Ph.D.

Assist. Professor of Finance
School of Business, Government and Economics
Seattle Pacific University
Seattle, Washington
(206) 281-3523

Eugene Sivadas, Ph.D.

Professor of Marketing
Director, MBA Program
Milgard School of Business
University of Washington, Tacoma
(253) 692-4707

Donna L. Paul, Ph.D.

Associate Professor of Finance
Carson College of Business
Washington State University
Vancouver, Washington
(360) 546-9105

ACG Cup Northwest University Campus Liaisons

Olivia Kowalski

Senior Associate
Chartwell Financial Advisory, Inc.
Portland, Oregon
(503) 416-4425


Cliff Spencer
Lane Powell
Portland, Oregon
(503) 778-2197


Robert Alexander
EastWest Bank

Bellevue, Washington


Jake Shafer
The Partners Group
Portland, Oregon
(503) 726-5726


Nancy Horton
Horton Consulting Northwest
Lake Oswego, Oregon
(503) 421-3870


Nathan Liebler
(503) 860-8491


Eli Saldivar
Investment Banking Analyst
Umpqua Capital Markets
Office: (971) 544-3837
Cell: (971) 645-1750

Mark Brandon

Vancouver, Washington
(360) 606-5625 (mobile)


Joel Graves
Digital Marketing Manager
Washington Roundtable
Seattle, Washington
(206) 623-0180

Senior Staff Engineer, Commercial Field Service
GE Aviation
(206) 327-0867


Mark Brandon
Vancouver, Washington
(360) 606-5625 (mobile)


John O’Dore
Principal, Managing Director
Chinook Capital Advisors
Kirkland, Washington
(425) 985 – 7617


Jerry Heemstra
CFO Selections
Tacoma, Washington
Office: (360) 701-0752

University of Washington, Tacoma

Stacey Ballard
Umpqua Bank
Tacoma, Washington
(253) 278 – 0325


Jerry Reed, CFO
Lakeside Capital Group
Spokane, Washington
(509) 474-1928


Stephan Coonrad
K&L Gates
Seattle, Washington
(206) 623-7580

ACG Cup Northwest 2019 Judges

Judge Coordinator


Doug is CFO of Atmosera, responsible for finance, accounting, capital raising, M&A and procurement of the company. Doug joined Atmosera with more than 20 years of experience as a key strategic and financial advisor to a variety of high growth technology and telecom companies. Doug’s leadership experience, financial acumen and capital markets expertise complement Atmosera’s long-term growth objectives and made him an outstanding choice for the company’s next stage of development. Doug spent 14 years as a Managing Director of Investment Banking at TD Securities in New York where he co-founded and co-lead their mergers and acquisitions practice in the telecom, media and technology sectors. More recently, Doug spent six years as the Managing Partner of Tusten Advisors, a New York based consulting and financial advisory services firm for high-growth businesses. Doug has structured and raised over $27 billion in debt and equity capital and advised on $8 billion in acquisitions over the course of his career.


Practice Round, Intra-School (No Judges)


ROUND 1: Semi-final round, intra-state (Washington)



Patrick Ringland is a Principal and Managing Director at Meridian Capital and also leads the firm’s Technology and Life Sciences practices. Over the course of his career as an investment banker and economic and financial consultant, Patrick has advised clients across an assortment of industry segments, including biotech, pharmaceutical, technology, media, and telecommunications. He has successfully advised Fortune 50 companies and privately help businesses and entrepreneurs on a variety of sell-side and buy-side engagements, recapitalization, growth equity, and strategic advisory assignments. Patrick is currently a board member of the University of Washington College of Arts and Sciences and has collaborated with the university’s Department of Classics establishing the Ringland Rome Prize that helps students study abroad at the University of Washington’s Rome Center.

Patrick received his MBA from the University of Chicago Booth School of business where he graduated with honors and concentrations in finance, entrepreneurship, and strategic management. Prior to earning his MBA, Patrick studied at the University of Washington where he graduated as Dean’s Medalist with a BS in Economics and a BA in Classical Studies.



Bryan assumed the role of Chief Operating Officer in 2018, following a successful tenure as Executive Vice President and Chief Lending Officer. He joined Heritage Bank in 2014 through the merger with Whidbey Island Bank and has a combined company tenure of 12 years. At Whidbey Island Bank, he served as President and Chief Executive Officer from 2012-2014, Chief Operating Officer from 2010-2012 and Commercial Banking Manager from 2006-2010.

Bryan has more than 20 years of managerial experience in sales, credit, operations, commercial banking and residential real estate. He sits on the Board of Trustees of the Economic Alliance Snohomish County, and he enjoys boating, skiing and spending time with his family.



Michael Brustkern is Chairman and Managing Director of Exvere.   Prior to forming Exvere, Michael was CEO of several manufacturing firms; headed a major division of a Fortune 500 company; created and sold a successful international joint venture, as well as sponsoring several technology startups. His experience across a variety of business transactions led to the formation of Exvere in 1991.   During his tenure at Exvere, he has led over 150 engagements in the multiple sectors we serve.

His primary focus is assisting in strategic planning on behalf of Exvere clients as well as leading or supporting deal execution teams. He particularly enjoys bringing creative solutions to difficult negotiations. Michael is also managing partner of Metis LLC; a recently formed subsidiary specializing in wine, spirits, and hospitality. Metis, managed by business partner Erik McLaughlin, is based in Walla Walla.

A lifelong resident of Washington State, Michael is a member of YPO/WPO (past chair) and has served as director of several public and private companies in the Pacific Northwest. Michael received a bachelor’s degree from the University of Puget Sound School of Business followed by an MBA from Gonzaga University. He is a frequent speaker at local university leadership classes and was honored by the University of Puget Sound School of Business in 1998 as an “outstanding alumni.”  Michael has held FINRA Series 7, 24 and 63 licenses.



Adam is a Managing Director at pHpartners, focused on providing M&A and capital raising services for middle market clients.  Adam also leads pH Capital Partners, pHp’s merchant banking division.  Adam is based in Portland, Oregon.

Adam has over 15 years of experience advising companies of various stages of growth.  He has deep experience in the technology, financial technology, consumer and retail and business services sectors.  In addition, he has worked with many closely-held, family-owned businesses in transition.

Prior to pHpartners, Adam covered the Pacific Northwest region for Wells Fargo Securities’ Middle Market Investment Bank.  Previously, Adam worked at Financial Technology Partners where he was an execution banker for one of the nation’s leading verticalized boutique M&A firms.  Adam began his investment banking career in the Technology Group at Banc of America Securities.

Prior to his investment banking career, Adam worked at Silicon Valley Bank, executing venture debt transactions for leading emerging technology and life sciences companies.

ROUND 1: Semi-final round, intra-state (Oregon)



Brendan Gutierrez McDonnell is the administrative partner of the K&L Gates Portland office and serves on the firm’s management committee. Mr. McDonnell counsels companies on a variety of everyday business issues including advice on securities laws, corporate laws (including director and officer duties), executive compensation plans and general corporate contracts. He has worked with clients at every stage of development, from initial formation to Fortune 1000 status. Mr. McDonnell has been listed since 2008 as a leading corporate/M&A lawyer in Chambers USA and since 2012 in the Best Lawyers in America guide for Corporate Law.



Chad is the Managing Director of Umpqua Capital Markets.  He has over 20 years of significant transaction and advisory experience providing corporate finance and M&A advice to west coast companies across a variety of industry verticals.  He joined Umpqua Bank in 2017 as Managing Director and Group Head to lead the firm’s investment banking practice  The prior seven years were with KeyBanc Capital Markets, and eleven years with Wells Fargo Securities.  Chad received an M.B.A. from the University of Oregon, and holds a B.S. in Business Administration from the University of Oregon.



Wayne Marschall is the CFO for The Stoller Group which includes the operating companies of Express Employment Professionals, Xenium Resources and Stoller Family Estate. His responsibilities include Finance, Accounting, IT, Risk Management, Legal and Real Estate. He has a diverse background which includes senior finance roles in several sectors including technology, consumer products, professional services, petrochemicals and investment management. Wayne spent 21 years with Shell Oil in refining and petrochemicals businesses in the U.S. and was an expatriate for a U.K. based Shell business unit for 3 years as CFO. Wayne holds a BSBA in Finance from Northeastern University and an MBA from George Fox University. He is active in the Portland business community as a Past President of the Portland Chapter of Financial Executives International and serves on the Board of the Evergreen Aviation and Space Museum.



Brendan is a partner in Stoel Rives’ Corporate group. Mr. O’Scannlain’s practice focuses on counseling family offices, closely held family businesses, financial institutions, start-up companies, institutional investors, investment advisers, and investment funds on a wide range of business and legal matters, including capital formation, investments, corporate restructurings and reorganizations, corporate organization and governance, securities law, compliance with SEC rules and regulations, business succession planning, mergers and acquisitions, change of control transactions, private placements of equity and debt securities, and general corporate matters.

Mr. O’Scannlain has represented clients in the agricultural, manufacturing, education, information technology, investment management, venture capital, financial services, real estate, internet, health care, wine and food services industries.  Mr. O’Scannlain has been listed since 2014 as a leading Corporate/M&A lawyer in Chambers USA and since 2013 in the Best Lawyers in America© guide for Corporate Law, and Leveraged Buyouts and Private Equity Law.

ROUND 2: Final round, inter-state


Stephen Babson

Stephen is the Managing Director of Endeavour, a Northwest-based private equity group.  Stephen serves on the boards of several Endeavour portfolio companies including ESCO Corporation, Zoom+, New Seasons Market, Bristol Farms, Vigor Industrial, Genesis Financial Solutions, USNR and Pacific Market International.  Before joining Endeavour in 2002, Stephen was the Chairman of Stoel Rives, one of the largest law firms in the Pacific Northwest.   Stephen also serves on the board of Columbia Sportswear Company and Pendleton Woolen Mills, and is a former board member of Roseburg Forest Products.  Stephen has a B.A. from Stanford University, a J.D. from Stanford Law School and an MBA from the Stanford Graduate School of Business.

José Blanco

Mr. Blanco is a Managing Partner at CVF Capital Partners and brings over 30 years of investment experience to the firm. Since the inception of the firm, Mr. Blanco has led investments in logistics, healthcare, business services, food & beverage, recycling and telecommunications companies. Before co-founding the firm in 2005, Mr. Blanco served as a Regional Vice President and Chief Investment Officer at AIG Investment Corporation (AIG), where he supervised direct investments in a variety of industries including manufacturing, logistics, distribution, business services, and financial services.

Following his tenure at AIG he served as the CFO for a NASDAQ listed company. This experience allows Mr. Blanco to combine his tenure as an investment officer with his operating experience as a CFO to assist companies execute on their business plans and build value for all stakeholders.

Dedicated to promoting increased trade and investment between the U.S. and México, Mr. Blanco is currently is a member of the Business Advisory Board for ProMéxico, part of México’s Secretariat of the Treasury.   Mr. Blanco earned a PhD in Economics from Utah State University, an M.S. from the University of Utah, an M.B.A. from Claremont Graduate University, and a B.A. from Saint Michael’s College.

Tory Nixon

Tory is Senior Executive Vice President and Chief Banking Officer at Umpqua Bank. Tory oversees Umpqua Bank’s commercial lending division, focusing specifically on commercial and industrial lending in the middle-market segment. Previous to his role at Umpqua, Tory served as division president and managing director for California Bank & Trust in California. Tory also served as the executive vice president and COO for the San Diego International Sports Council. Tory played for the San Francisco 49ers from 1985-1989 and was a member of the Super Bowl XXIII Championship team. He received his MBA from the University of Southern California.

Patrick Cox

Patrick Cox is the Vice President and General Manager of TRUSTID at Neustar, Inc. From 2007 – 2018, Patrick was the chairman and CEO of TRUSTID, Inc.  Drawing on a strong business background and deep technical expertise in telecommunications and authentication technology, TRUSTID helps customer contact centers of financial institutions and other large enterprises authenticate their callers more accurately and efficiently.

Before establishing TRUSTID, Cox launched and lead two other companies in the authentication, identity and telecommunications industries. The first, Metro One Telecommunications, which he led from its start-up in 1989 to its initial public offering in 1998, became a billion-dollar market cap NASDAQ traded business. The second, Qsent, a provider of contact identity services for the financial services industry, was successfully sold to a leading global credit bureau. Cox served as Qsent’s chairman and CEO from its inception in 1998 through its sale to TransUnion in 2006, at which point he joined TransUnion as an executive vice president.

Cox holds 29 patents in telecommunication and authentication technology and is a certified Class 1 NARTE engineer.  He is an alumnus of Stanford University’s Executive Institute for the Management of High-Technology Companies.  Non-Profit Boards, Organizations, and Committees include YPO, OEN and National Association of Radio and Telecommunications Engineers.

Thomas O’Keefe

Tom is an executive leader with extensive experience in sales, marketing, data and analytics. He has led operations and sales at both product and services companies, public and private. He has repeatedly reset businesses, and consistently delivered new and sustained growth by building high performing teams while creating an environment for collaboration and challenge. He offers unique expertise in executive leadership, organizational design, financial planning, product strategy and vision, sales and operations. His acute understanding of organizational enablement for transformation and growth has consistently delivered outstanding return to investors and his teams.

Tom works with a number of private equity and venture funds as a consultant, operating partner and investor. He  has been an active member of the community through his work with SMART (Start Making a Reader Today), the Tech Association of Oregon, Lincoln High School, the Multnomah Club, and as a past Trustee at the Oregon College of Art and Craft. He and his wife Tori have lived in Portland for over 25 years and is the father to three active young adults.

Education includes a BS in Finance from West Virginia University and an Innovation Certification, Executive Education at MIT Sloan School of Management.

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