ACG Northeast Dealmaking at the Mountain :: Ski & Snowboard Conference

 

 

January 31 - February 2, 2016
The Hermitage Club
Deerfield Valley, Haystack Mountain, VT

Download the Hermitage Club House Rules.

Members: 475.00
Non-Members: 550.00

Click here to register.

For questions about registration, please contact:

Sarah Kuhns, ACG New York
212.489.8700 ext. 3
skuhns@acgnyc.org

 

On January 31 - February 2, 2016, the ACG Northeast Dealmaking at the Mountain Conference will take place at a NEW LOCATION: The Hermitage Club in Deerfield Valley, Vermont.

ACG Northeast Dealmaking at the Mountain is an annual three-day event hosted by ACG Boston, ACG Connecticut, ACG New York, ACG New Jersey and ACG Philadelphia in Vermont.  It's a weekend of close-knit networking, fabulous accommodations, gourmet food, and a day or two of great skiing and snowboarding!  View the agenda.

The Hermitage Club is a highly exclusive private ski club and resort that provides members with four seasons of private mountain activities, luxury accommodations and a worry-free, uncrowded environment. Zero lift lines, prime snow conditions, a luxury clubhouse with gourmet dining, fitness center, deluxe spa, movie theater, pool, bowling alley, ski valet, and more make The Hermitage Club a luxurious, world-class experience that you can't afford to miss.

Attendees of the event will also have access to an online attendee list and the ability to connect, exchange messages and schedule one-on-one meetings with fellow attendees via our online networking tool.

 

 

 

Jim Barnes
Founder & President
The Hermitage Club at Haystack Mountain

Jim is the Founder, President of The Hermitage Club at Haystack Mountain, an exclusive, four-season private club-community that celebrates the outdoors and family fun, with private mountain activities ranging from Alpine skiing and boarding to cross country skiing, snowshoeing and 18-hole golf on a Desmond Muirhead-designed course. Located on 1,400 acres in Southern Vermont, the property is anchored by the Hermitage Inn which provides luxury hotel accommodations and five diamond dining.

Prior to founding the Hermitage Club, Jim built the largest waste and recycling management company in North America without owning a truck. OAKLEAF Waste Management aggregated large national customers like Walmart, Target, GE and Wyndam Hotels & Resorts and leveraged that portfolio to become the single largest customer of the local trash hauler while providing a sophisticated management and reporting system for customer interface. Starting in 1995 with 40,000 in capital, the company grew quickly to about 160M by 2003 when private equity firm Charterhouse partnered with the company to finance several add on acquisitions. Over the next four years with sales approaching 700M, the company was sold to a larger PE firm in 2007 and has since been purchased in 2011 by its largest competitor, Waste Management (NYSE: WMI).

While building OAKLEAF, Jim’s customers continued to request expanded facility maintenance solutions which led him in 2004 to purchase from the Enron bankruptcy, the platform company now rebranded as FM Facility Maintenance. Operating under a unique Integrated Facility Maintenance (IFM) model, FM has grown exponentially and today is one of the largest IFM companies in North America utilizing a distributed network of service providers to handle over 45 trades of service including plumbing, electrical, air conditioning, refrigeration, lighting, signage, doors, locks, roofing, snow removal, landscaping, waste management, pest control, plus specialty restaurant equipment. The company provides IFM to customers such as McDonalds, Burger King, 7-Eleven, Exxon Mobil, and Outback Steak House throughout North America. With annual sales approaching 500M, Jim led the company as Chairman and majority shareholder to a successful merger in 2013 and now focuses 100% of his time managing The Hermitage Club.

Jim serves as a trustee of Marist College, the Watch Hill Conservancy and is a former director of The Connecticut Science Center and Riverfront Recapture. Since 2009, Jim has served as a national judge for the Ernst & Young Entrepreneur of the Year program and won the National Award for Business Services in 2008. Jim’s companies have received recognition in the INC 500/5000 and INC Inner City 100 a total of 10 times since 2001 and featured in Fortune Magazine, INC Magazine, FAST Company, Chain Store Age, Nation’s Restaurant News, Professional Retail Store Maintenance and The Wall Street Journal.

Overall, Jim’s present and former companies have annual revenues over 1 billion and employ over one thousand people today.

Jim resides in Avon, CT with his family.

 

 

The moment you mount your Bomber skis you know - this is different - this is sublime. Every pair of Bomber skis is produced by hand at their factory in the Italian Alps to the highest level of craftsmanship and technology. Whether you’re a casual novice or an expert, a racer or a powder maven, they invite you to experience the exhilaration of Bomber skis firsthand. Passion and performance - there is nothing like it. Bomber Ski – An official supplier to the U.S. and Canadian Ski Teams.

2015 was a big year for Bomber: Bode Miller joined their family, K.C. Oakley stood atop the World Cup podium on her Bomber skis, Jeremy Cota finished his World Cup season the leading man on Team USA's moguls squad, and Marc Girardelli landed a podium finish of his own on Bomber skis.

 

 

Dodge Ski Boots was founded on a simple, yet bold idea: Make the best ski boot possible.

As longtime ski racers, Dave Dodge and Bill Doble experienced first-hand many of skiing’s innovations and been frustrated that today’s boot technology hasn’t kept pace with ski and binding technology.

So, in early 2009 when “the stars aligned,” Dodge Ski Boots was born, giving them the opportunity to follow their passion, their gut and their experience, without compromise. A good friend and mentor of theirs said early on that they should concentrate on making the best boot possible and “don’t be fashion.” So you won’t see Dodge with glitzy ads or colors or anything else. We just concentrate on the boot. The Best Boot Possible.

 

 

Moderator: David Hellier
Partner
Bertram Capital

David oversees Bertram Capital’s business development team, where he directs sourcing, investment opportunity assessment and intermediary relationship development. David is also responsible for developing and managing corporate development office relationships. Prior to Bertram, David was President and CEO of The Gemesis Corporation, an early innovator in diamond growth technology. At Ask.com (IAC) David's leadership launched Ask Jeeves from the 312th ranked Internet site to the 12th largest site on the Web and built the company into one of the most widely recognized Internet brands. David held senior management positions at Iomega, establishing the company's presence as Managing Director of the Asia Pacific region and subsequently running the 1B North American Sales and Marketing Division. David began his career at Gates Energy Products/Energizer Power Systems.

Gregory Creamer
Director, Business Development
Harris Williams & Co.

Mr. Creamer is a founding member of the firm's Boston office. Over his 15-year career in investment banking, Mr. Creamer’s experience includes sell-side mergers and acquisitions transactions in the advanced manufacturing, technology, and consumer products industries. Prior to joining Harris Williams & Co., Mr. Creamer was with the Investment Banking Group of Tucker Anthony Sutro Capital Markets. Previous experience also includes a five year tenure in the Equity Research division at Salomon Smith Barney in New York, most recently in its Technology Group covering companies in the Enterprise Server and Software industry.

Mr. Creamer earned an M.B.A. in Finance and International Business from the Stern School of Business at New York University and a B.A. in Economics and History from Trinity College. He has also studied at the University College Galway in Ireland and at the London Business School. Mr. Creamer lives in Concord, MA with his wife and three daughters.

Bryan Cummings
Managing Director, Head of Private Equity Coverage
D.A. Davidson

Bryan Cummings leads coverage of the private equity community for D.A. Davidson and brings 15 years of experience across investment banking and corporate finance. He founded and led the US middle market sponsor coverage effort at RBC Capital Markets before his most recent role as lead architect of corporate development at a global information services firm. Bryan also brings extensive advisory and capital markets experience in the technology, diversified industrial and aerospace / defense industries, with tenures at J.P. Morgan, Bear Stearns and UBS. Prior to banking, Bryan served as a US Army combat arms officer in the US and overseas. Bryan holds a BA in Politics and Near East Studies from Princeton University and a Master in Public Policy from Harvard University.

Justine Mannering
Managing Director
BDA Partners

Justine Mannering is a Managing Director of both BDA and of BDA Advisors Inc., the firm’s registered broker-dealer, based in New York. Ms. Mannering joined BDA in 2011. She was previously in the Financial Sponsor Group at DC Advisory Partners, formerly Close Brothers Corporate Finance in London, where she worked from 2004-2011. She has advised on buy-side, sell-side, debt, restructurings and IPOs for private equity and corporate clients. Ms. Mannering was assigned to the Boston office of Harris Williams from 2006-2007. She has experience in agriculture, retail and consumer, healthcare, industrial, financial services, support services, and technology. Recent clients have included AgFeed Industries, D&H, Global Infrastructure Partners, ICICI Ventures, Majestic Wine, Montagu Private Equity, Mothercare, Radiant Research, Vision Capital, and Wockhardt. In October 2013, Justine received one of The M&A Advisor’s 2013 "40 Under 40" awards for investment banking. She qualified as a Chartered Accountant (South Africa) with KPMG and is a CFA Charterholder. Ms. Mannering is an Australian citizen, and graduated from Rhodes University in South Africa with a B Commerce in Accounting and Commercial Law.

Evan Ricker
Vice President
Shields & Company

Shields & Company, Inc. is an investment banking firm for emerging and growing companies in New England. The firm offers merger and acquisition advisory, valuation, corporate finance advisory, and capital raising services. It offers these services to technology, manufacturing, retail, distribution, health care, and financial services sectors. The firm assists public and private companies with independent, confidential, and professional financial advice in corporate finance matters. Shields Securities, Inc., an affiliate of Shields & Company, Inc., is a broker-dealer registered with the National Association of Securities Dealers. Shields & Company, Inc. was founded in 1991 and is headquartered in Waltham, Massachusetts.

 

 

View the attendee list, schedule one-on-one meetings, exchange messages, and connect with your fellow attendees before, during and after the event with our online networking tool, powered by Presdo!

 

The tool will launch the week of January 11, 2016, at which point attendees of the event will receive an email with instructions on how to log in and use the tool.

 

If you are registered to attend and have not received an email with instructions the week of January 11, please email us.