Resources

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Resource Guide

ACG Cup Northwest Committee

DOUG ADLER

Tusten Capital
Beaverton, Oregon
douglaskadler@gmail.com
(503) 671-1882

DEBRA FINKELNBURG

VP, Commercial Relationship Manager
Umpqua Bank
Portland, Oregon
debrafinkelnburg@umpquabank.com
(503) 819-8432

BRAD STRICKLIN
Co-Chair

Equity Capital Markets
Umpqua Bank
Portland, Oregon
BradStricklin@umpquabank.com
(503) 219-6115

LEE KOEHN

President
Lee Koehn Associates
Lake Oswego, Oregon
koehn@lkassociates.com
(503) 479-6094

CORDELL BERGE
Co-Chair

Acquisitions Northwest, Inc.
Portland, Oregon
cberge@acquisitionsnw.com
(503) 351-6870 (cell)

OLIVIA KOWALSKI

Chartwell Financial Advisory, Inc.
Portland, Oregon
olivia.kowalski@chartwellfa.com
(503) 416-4425

DAVE PORTER
ACG Portland Board Coordinator

Shareholder
Geffen Mesher
Portland, Oregon
dporter@gmco.com
(503) 221-0141

HALEY PATTON
Website Administrator

Ideagility
Portland, Oregon
haley.patton@ideagility.com
(503) 341-3890

JASON BOLT

Vantage Point Advisors, Inc.
Portland, Oregon
jbolt@vpadvisors.com
(503) 243-7533

DILEEP KULKARNI

Expense Reduction Analysts
Portland, Oregon
dkulkarni@expensereduction.com
(503) 781-9367

Hosting/Supporting Organization Leaders

ACG Portland

BRAD GEVURTZ

D.A. Davidson & Co.
Portland, Oregon
bgevurtz@dadco.com
(503) 603-3060

KAREN SIEGLE
ACG Portland Exec. Director

Portland, Oregon
acgportland@acg.org
(503) 768-4299

ACG Seattle

Jim Barnyak, Regional VP
BNY Mellon

Seattle, Washington
(206) 664-8831

ACG Seattle

KARIN MARTINEZ
ACG Seattle Exec. Director

Seattle, Washington
karin@kdmanagement.net
(206) 524-5300

ACG Los Angeles

CHRIS HEBBLE

Managing Director
Houlihan Lokey
Los Angeles, California
chebble@hl.com
(310) 788-5204

FEI – Portland Chapter

Cari Thomas
CFO

Quatris Healthco

FEI – Washington State Chapter

Cory Stewart
SVP

Washington Federal

Sponsors – Primary Contacts

Presenting Sponsor

Umpqua Bank

Lavonda Driskell
Portland, Oregon
lavondadriskell@umpquabank.com
(503) 219-6120

Gold Sponsors

Chartwell Financial Advisory, LLC

Olivia Kowalski
Portland, Oregon
olivia.kowalski@chartwellfa.com
(503) 416-4425

Chase

Michael W. Hurley
Executive Director, Oregon/SW Washington
Portland, Oregon
michael.w.hurley@chase.com
(503) 382-1616

Durham & Bates

Christen Picot
Portland, Oregon
christenp@dbates.com
(503) 796-0291

Endeavour

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

Geffen Mesher

Dave Porter
Portland, Oregon
dporter@gmco.com
(503) 221-0141

Stoel Rives LLP

Steve Hull
Business Development Coordinator
Portland, Oregon
steven.hull@stoel.com
(503) 224-3380

Sarah Mooney
Business Development Coordinator
Portland, Oregon
sarah.mooney@stoel.com
Office: (503) 294-9368

University Program Coordinators

JONATHAN KALODIMOS, Ph.D.

Assistant Professor – Finance
Oregon State University
Corvallis, Oregon
jonathan.kalodimos@oregonstate.edu
(541) 737-6027

MICHELE HENNEY

Program Manager for Cameron Center for Finance & Securities Analysis
University of Oregon
Office: (541) 346-3281
mhenney@uoregon.edu

JULIE HACKETT

School of Business
Portland State University
Portland, Oregon
Hackett2@pdx.edu
(503) 341-6474

KARA FICHTHORN

Director, Evening MBA Student Affairs
Foster School of Business
University of Washington
karafich@uw.edu
(206) 543-6027

PETER BROUS, Ph.D.

Professor of Finance
Albers School of Business and Economics
Seattle University
Seattle, Washington
(206) 296-6495
pbrous@seattleu.edu

MIRJETA BEQIRI, Ph.D.

MBA Programs Director
Gonzaga University
Spokane, Washington
beqiri@gonzaga.edu
(509) 313-3443

DR. BRIAN J. ADAMS

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

LEONG CHAN, Ph.D.

Assistant Professor
School of Business
Pacific Lutheran University
Tacoma, Washington
chanla@plu.edu
(253) 535-7330

Ron Miolla

Associate Professor of Finance
Concordia University
Portland, Oregon
rmiolla@cu-portland.edu
503-280-8131

Randy Beavers, Ph.D.

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

Eugene Sivadas, Ph.D.

Professor of Marketing
Director, MBA Program
Milgard School of Business
University of Washington, Tacoma
(253) 692-4707
sivadas@uw.edu

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
LIAISON COORDINATOR, OREGON

Senior Associate
Chartwell Financial Advisory, Inc.
Portland, Oregon
olivia.kowalski@chartwellfa.com
(503) 416-4425

WILLAMETTE UNIVERSITY

Cliff Spencer
Shareholder
Lane Powell
Portland, Oregon
spencerc@lanepowell.com
(503) 778-2197

UNIVERSITY OF OREGON

Robert Alexander
SVP
EastWest Bank

Bellevue, Washington
Robert.alexander@eastwestbank.com
(626)433-7279

PORTLAND STATE UNIVERSITY

Jake Shafer
CFO
The Partners Group
Portland, Oregon
jake@tpgrp.com
(503) 726-5726

CONCORDIA UNIVERSITY

Nancy Horton
Owner
Horton Consulting Northwest
Lake Oswego, Oregon
nancy@hortonconsultingnw.com
(503) 421-3870

OREGON STATE UNIVERSITY

Nathan Liebler
nathan.liebler@gmail.com
(503) 860-8491

UNIVERSITY OF PORTLAND

Eli Saldivar
Investment Banking Analyst
Umpqua Capital Markets
Office: (971) 544-3837
Cell: (971) 645-1750
EliSaldivar@UmpquaBank.com

Mark Brandon
LIAISON COORDINATOR, WASHINGTON

Vancouver, Washington
mwbrandon1971@gmail.com
(360) 606-5625 (mobile)

UNIVERSITY OF WASHINGTON

Joel Graves
Business Program Manager
Microsoft
Seattle, Washington
joeldgraves@gmail.com
(206) 623-0180

Daniel Charbonneau
Senior Staff Engineer, Commercial Field Service
GE Aviation
daniel.r.charbonneau@gmail.com
(206) 327-0867

WASHINGTON STATE UNIVERSITY

Mark Brandon
Vancouver, Washington
mwbrandon1971@gmail.com
(360) 606-5625 (mobile)

SEATTLE UNIVERSITY

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

PACIFIC LUTHERAN UNIVERSITY

Jerry Heemstra
CFO Selections
Tacoma, Washington
jerry.heemstra@gmail.com
Office: (360) 701-0752

University of Washington, Tacoma

Stacey Ballard
Vice-President
Umpqua Bank
Tacoma, Washington
staceyballard@umpquabank.com
(253) 278 – 0325

GONZAGA UNIVERSITY

Jerry Reed, CFO
Lakeside Capital Group
Spokane, Washington
jerry@thinklakeside.com
(509) 474-1928

SEATTLE PACIFIC UNIVERSITY

Stephan Coonrad
K&L Gates
Seattle, Washington
Stephan.coonrod@klgates.com
(206) 623-7580

ACG Cup Northwest 2020 Judges

Judge Coordinator

DOUGLAS K. ADLER


Semi-Final Rounds

KATE JOHNSON

Kate Johnson is CEO of Act-On Software, a marketing automation software provider focused on helping companies in the mid-market reach the right buyers, convert more leads and grow revenue.  Kate oversees all functions within the company, with a heavy focus on building a world class team, growing profitably and defining the strategic direction.  Prior to becoming the CEO, Kate served as the CFO of Act-On for 3 years and has over 20 years of progressive experience in executive and financial leadership roles in both large public and smaller private technology companies.

CALEB PILLING

Caleb is a senior manager in the assurance and consulting department at Geffen Mesher, a Portland-based accounting firm. Since joining the firm in 2007, he has led both the firm’s manufacturing & distribution services group as well as its transaction advisory group, which he helped establish to advise the firm’s clients on all aspects of the M&A cycle. Caleb holds degrees in both finance and accounting from George Fox University.

As a native Oregonian, Caleb is highly involved in serving his local community as a volunteer for Accounting Aid for Fraud Victims (AAFFV), an Oregon-based nonprofit providing forensic accounting services to elder victims of fraud abuse. He also serves as Treasurer for the Oregon Entrepreneurs Network (OEN), helping further the state’s economic development and business environment.

SCOTT SOUTH

Scott South is owner of Stevens Water Monitoring Systems, an international manufacturer of data acquisition instrumentation for environmental monitoring and control applications. He is also President of South Wind Development, a company focused on real estate development and investing in startup ventures. Scott co-founded and led the startup phase of Stormwater Management, Inc., a manufacturer of water treatment systems for urban water runoff. He was also the CFO that led Hollywood Video’s startup and growth phase and took the company public. Scott started his career at PricewaterhouseCoopers and was a CPA and manager for the firm. Scott is active with various non-profit boards and an ’83 OSU graduate.

ERIK KRIEGER

Erik is the Founder and Managing Partner of Riverlake Partners and HKZ Private Capital.  In 1986 Erik began his career with PaineWebber (UBS) in its merger & acquisitions group working in New York and Chicago. After returning to the Pacific Northwest in 1990, he co-founded Pacific Crest Securities, the Pacific Northwest’s largest independent financial services organizations. While at Pacific Crest, Erik held several positions including CEO and Chairman. In 2003, Erik founded Riverlake Partners, a regional focused private equity firm. Currently, Erik is investing principally for his holding company, HKZ Private Capital. Erik has played an active role in guiding a number of companies as a leader, director, investor and owner, including, among others; Wholesome and Hearty Foods, Applied Research, Morrow Snowboard Corporation, CleanPak International, Bastion Security, Guerdon Modular Buildings, Omega Morgan, Terra Dynamics, & Critical Power Solutions. Erik has been fortunate to have direct experiences within industries including among others: financial services, consumer food products, air handling equipment, material handling, specialty chemicals, sporting goods, construction, communications, automotive, and high technology. Erik received his M.B.A., with honors, from Kellogg Graduate School of Management at Northwestern University and a B.A. in economics and business administration, magna cum laude, from the University of Oregon.

STEPHEN M. KLEIN

Steve Klein is a senior partner on Miller Nash Graham & Dunn’s banking & financial institutions team, leading the community banking practice. He counsels financial institutions about federal and state banking matters and related securities law and financing issues. Steve utilizes his background and experience as a bank regulator with the Comptroller of the Currency and as an accountant on Wall Street in advising our diverse group of financial institution clients throughout the Western United States.  Steve has also advised nonbanking companies such as Ackerley Communications, Inc. and Westin Hotels.

Steve received his BS in accounting and business from the School of Commerce at NYU, where he was on the Dean’s List.  He graduated from the Georgetown University Law Center.  He has presented at the annual Bank Director Merger and Acquisition conference for 20 years and most recently, taught a banking simulation on mergers and acquisitions at the Pacific Coast Banking School.  He is also a prolific author of banking and securities articles.

ADAM HARRINGTON

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.

BEN ERTISCHEK

Benjamin Ertischek is an executive with more than 20 years of responsibility for Leadership, Strategy, Finance, Accounting, IT Systems & Applications, Product and Business Development, Ben thrives on building businesses by nurturing ideas and people working in collaborative teams. His passion and commitment to evolve ideas, develop people and build successful businesses is second only to his ability to think outside the box, challenge the status quo and cast a vision for what can be. In addition to operating roles leading companies, Ben has deep experience in raising equity funding and completing both buy side and sell side M&A. He has had significant M&A roles from Director of M&A at Xerox to leading many of the many activities at Viewpoint and MediaShift Technologies as CFO. Ben has also run a boutique consulting firm providing M&A advisory services to companies and private equity firms.

KATE WINKLER

Kate is the CEO of Ruby Receptionists.  She has been in the technology sector for over 25 years having been a three-time CEO as well as a technology investment banker.  Kate joined 15-year old Ruby this past September as the first CEO to take over leadership of the company from its founder, Jill Nelson.  Prior to joining Ruby, Kate lead two high-growth, venture backed businesses to successful exits and also served as a senior technology investment banker at both Houlihan Lokey and Piper Jaffray where she helped over 75 companies build and capture over $4Bn in enterprise value.  Kate holds a B.S. in Business Administration from the University of Michigan.  Kate also holds FINRA Series 7, 63 and 79 licenses and started her career as a CPA.

When not at work, you can find Kate in a co-ed soccer game, climbing a 17,000-foot peak, wrapping up a 550-mile bike ride or adding another passport stamp to her collection that includes 60 countries.

STEVE ZOGAS

Steve Zogas is the CFO of Vigor Industrial, one of the largest privately-held companies in the Pacific Northwest.  Steve is also the CFO of MHI Holdings, a holding company that owns Vigor and MHI Ship Repair, which combined are the 3rd largest provider of ship repair services in the US.  He joined Vigor in 2013 to build the company’s FP&A department from the ground up.

 Steve began his career in Investment Banking with Bear Stearns and Bank of America Securities in New York.  He has a Bachelor’s of Science degree in Business Administration from the University of Oregon.  In 2019, Steve was named “CFO of the Year” in the large business category by the Portland Business Journal.

RENEE FELLMAN

Renee Fellman is an award-winning CEO who has saved multiple companies from the brink of disaster.  She has served as Interim CEO for 19 companies in industries including, but not limited to, construction, healthcare, manufacturing, medical devices, packaging, printing, restaurant, retail, technology, transportation and wholesale distribution.  Fellman, a winner of the Turnaround of the Year Award from the international Turnaround Management Association, is a Certified Turnaround Professional (CTP) and has led companies that are publicly held, privately held, family-owned and employee-owned; from startups to long-established businesses; from one location to multi-state, multi-national; union and non-union.

She has been a speaker at national and international conferences and been featured in and/or written articles for national and international publications.  She currently serves as Chair of the Executives in Residence of the Technology Association of Oregon and writes a national column for the American City Business Journals.


Final Rounds

STEPHEN BABSON

Stephen is the Managing Director of Endeavour, a Northwest-based private equity group. Stephen serves on the boards of USNR, Pacific Market International, OFD Foods, Pacific Star Communications, and Entek. 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.

DOUGLAS K. ADLER

Doug is a strategic financial and operational leader with a keen ability to drive value.  Most recently, as CFO of Atmosera, he was 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 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.  Doug serves on the Board of the Financial Executives International (FEI) Portland Chapter and on the ACG Cup NW Committee.

PATRICK RINGLAND

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.

J. CHAD RIDDLE

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.

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.

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