Please join us as legendary entrepreneur Ernest Rady delivers the keynote address at this year’s Advisor of the Year event. An icon in the San Diego business community, the namesake of the Rady School of Management at UCSD and Rady Children’s Hospital, he will discuss how he creates value in his businesses and the important role that professional advisors have played in his business dealings.

Prior to the keynote, hear renowned panelists Shelley Zimmerman, Jeanne Bonk, Gina Marsaglia and Cindy Candela discuss GameChangers: Women in the C-Suite.


Advisor of the Year is a not-for-profit organization that hosts an annual awards event to recognize and celebrate local advisors who provide extraordinary service and value to owners of middle market companies in the sale, expansion or recapitalization of their companies. It also conducts educational workshops and commissions primary research on business and financial trends that affect advisors and their clients.


Advisor of the year 2016

Thursday, October 27, 2016
La Jolla Institute for Allergy and Immunology*

4:00pm – Women's Symposium

5:30pm – Cocktails, hors d' oeuvres, entertainment

7:00pm – Awards Ceremony

* Receives all net proceeds from this event

Purchase Tickets

About the Awards

  • Recognize and celebrate advisors who provide extraordinary service and value to owners of middle market companies in the sale, expansion or recapitalization of their companies
  • Eligible advisors include attorneys, CPAs, investment bankers, business brokers, exit planning consultants and affiliated services
  • Nominated by their peers or self-nominated
  • Details of deals may be kept confidential
  • Eligible deals are those that closed between March 31, 2015 through September 30, 2016 and have an enterprise value between $5 million and $500 million
  • The nominated advisor and/or the company in transition must be based in San Diego County, or have been based there at the time of the deal
Nominate someone*

*Nominate someone and receive special 2-for-1 ticket pricing


Joel Reed

RA Capital Advisors

Sell-Side Marketing by Investment Banker

Craig Garner

Latham & Watkins

Sell-Side Legal Representation in Sale to Public Company

Michael Umansky

Sheppard Mullin

Sell-Side Legal Representation in Sale to a Private Company

Paul Polito

Polito Eppich

Sell-Side CPA Support

Shane Orr


Financial and Tax Strategy

Jeff Baglio

Larry Nishnick & Shehzad Huda, DLA Piper

Expansion Capital Design and Execution

David Michaels

Capstone Partners

Deal Facilitator

Alan Creutz

Milestone Strategies

Long-Term Strategic Planning for Exit

Barbara Borden


Sell-Side Legal Representation


  • Procopio
  • Latham and Watkins
  • W Partners
  • DLA Piper
  • Eakes & Co
  • Moss Adams
  • Henberger
  • PKF
  • Sheppard Mullin
  • Shoreline Partners
  • BDO
  • Capstone
  • Software Equity Group
  • RA Capital
  • Objective Capital
  • Cooley
  • CC Legal Group
  • Fleetridge
  • Polito & Eppich
  • Chhokar Law
  • Sorensen Law
  • Friedman and Brannen
  • Shoreline
  • Levitzacks

2015 Judges

We have assembled a fabulous panel of judges, all experienced M&A professionals who have sold public and private companies to financial buyers, strategic acquirers, public and multi-national.

  • John Major, Chairman of Broadcom, which is now being sold for $37 billion
  • Gail Naughton, Founder/Chair/CEO of Histogen and former CEO of Advanced Tissue Sciences Inc., former dean SDSU business school
  • Bob Sullivan, Dean of the Rady School of Management at UCSD
  • Rick Hernandez, founder of I Drive Safely, which was sold to private equity
  • Vince Monteparte, CEO of Miro Technologies, sold to Boeing
  • Bob Hallam, Founder and CEO of Dimension One Spas, which was sold to private equity
  • Clark Jordan, Assistant Dean at the Rady School and former CEO of Mesa Systems Guild Inc.

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In Cooperation With