Mid-Market Breakfast Series
Mid-Market breakfast has been postponed.
Please join us for our next HBSA/NC & HCSF Mid-Market Breakfast Series which will be held on September 19th, 2013 at 8:00 AM. Harvard and non-Harvard graduates are most welcome. The event is designed to serve the needs of founder led companies, family owned businesses, mid-market companies and their respective advisers (bankers, lawyers, etc.) and investors. We will discuss several key items that founders need to consider when evaluating their growth and exit options.
Our September meeting will be moderated by Rick Juarez and will feature a four person panel of business founders discussing their near death experiences encountered on the way to building mid market companies. Our panelists will include two Harvard MBAs and Crimson Growth Partners who will share their experiences transitioning from CxO roles in large global companies to founders of companies they grew to mid-market enterprises. They will be joined by two other founders who grew their companies into mid-market firms. A third Crimson Growth Partners founder, Juan Ramon Zarco, who has served as CLO, COO, and CEO in global telecom and utility enterprises, will be available to answer questions regarding international legal and regulatory issues in taking mid-market enterprises into foreign markets.
Rick Juarez is a Managing Director in Morgan Joseph’s San Francisco based Technology Investment Banking Group. Mr. Juarez has more than 20 years of combined investment banking, strategy, and operations experience. He has advised on more than 50 public and private financings and merger and acquisitions representing more than $8 billion in transaction value capital for growth companies in the Internet and digital media, software, hosting and cloud services, and telecommunication sectors. Rick has pursued and has been granted several cloud based software patents.
Gary Sawka, transitioned from Itel Corporation, a high flying NYSE leasing company, to cofound, PrimeSource Corporation which clawed its way through massive debt leverage and slumping container trade growth and container prices to become one of the world's top ten container leasing companies. Later Gary was also called in to restructure the debt of two founder owned companies in financial distress, ePlanning Securities, a FINRA broker dealer, and Tripath Technology, a NASDAQ semiconductor company.
John Ricci transitioned from large global companies, such as General Electric Europe and Boston Consulting Group, to serve as COO at Trader Media, a roll-up in classified publications and websites and later co-founded JMS, a prepaid telecom services company and SupplyMasters Systems, a business systems enterprise, all of which had successful exits.
Steve Craig was CEO and CFO for Jameco Electronics for over eight years. Jameco markets electronic components worldwide from its Belmont, California headquarters. He also ran the family office for the Company's owners. Prior to Jameco, Mr. Craig was a financial executive for numerous high technology and middle market companies. Steve Craig also worked at Itel Corporation as it painfully exited its computer leasing business. He received his MBA at Harvard Business School and his BS in Civil Engineering from the University of Maryland. He is currently a private investor.
John Magagnini is Founder and Managing Partner of Magagnini Network LLC a ten-year old national Enterprise Consulting and Staffing Firm. John is also the Founder of Neptune Rewards, LLC an innovative loyalty rewards program that pays people to recycle. Previously he was the owner of Tech RP, a specialized professional consulting, staffing and outsourcing firm.
Target Audience
Founders, Family Owned Businesses, Advisers, Investors
Prices
Member Price: $10
Non-Members: $25
Mid-Market breakfast has been postponed.
Date
Thursday, September 19th
Time
8:00 AM - 9:00 AM
Location
Reed Smith
101 Second Street
Suite 1800
San Francisco, CA 94105
Host
Rick Juarez HBS '92 @ rjuarez@mba1992.hbs.edu, Managing Director - Morgan Joseph TriArtisan
Venue Sponsor
ReedSmith
Refreshments Sponsor
Morgan Joseph TriArtisan, Reed Smith