CONGRATULATIONS to the 2017 Advisor of the Year winners and finalists. And thank you to our keynote speakers Jeff Mattfolk, former head of M&A for Tyco International; and John Sarkisian, former CEO of Pat & Oscars and SKLZ. Advisor of the Year awards celebrate advisors who provide extraordinary service and value to owners of middle market companies in the sale, expansion or recapitalization of their companies. The awards program is hosted annually at the La Jolla Institute for Allergy and Immunology, and net proceeds fund the Institute's research.

ABOUT ADVISOR OF THE YEAR

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 2017 WINNERS

Darren Day and Chris Calvert

Gar Wood Securities

Expansion Capital Advisory by Investment Banker
Less than $25 million

Joel Weinstein

W Partners

Expansion Capital Advisory by Investment Banker
More than $25 million

Patty DeGaetano & Paul Johnson

Pillsbury and Procopio

Sell Side Legal Representation in Sale to Public Company
Less than $25 million

Tony Sands

Signature Analytics

Deal Facilitator
Less than $25 million

Joel Weinstein

W Partners

Buy-Side Investment Banking

George Reyes

Best Best & Kreiger

Buy-Side Legal Representation
More than $25 million

Dennis Doucette

Procopio

Buy-Side Legal Representation
Less than $25 million

Bob Blanchard & Jason Baker

Blanchard Krasner & French, Keegan & Baker

Sell Side Legal Representation in Sale to Private Company
More than $25 million

Michael Changaris

Procopio

Sell Side Legal Representation in Sale to Private Company
Less than $25 million

Michael Kim

Objective Capital

Sell Side Representation by an Investment Banker
Less than $25 million

Channing Hamlet

Objective Capital

Sell Side Representation by an Investment Banker
More than $25 million

Carl Sheeler

River Edge

Special Situation Advisory
More than $25 million

TIE David Crean & Trever Acers

Objective Capital & Objective Capital

Special Situation Advisory
Less than $25 million

Steve Brownell

Lindsay & Brownell

Financial and Tax Strategy
More than $25 million

Bruce Knowlton

Moss Adams

Financial and Tax Strategy
Less than $25 million

Rich Barth

Vantage Point

Contribution Related to Valuation Service
More than $25 million

Channing Hamlet

Objective Capital

Contribution Related to Valuation Service
Less than $25 million

Martin Staubus

Beyster Institute

Advice for Internal Transition
More than $25 million

Brent Glova

Vantage Point

Advice for Internal Transition
Less than $25 million

Alan Stewart

FIT Advisors

Deal Facilitator
More than $25 million

Joe Matranga

Matranga CPAs

Sell Side Preparation by CPA
More than $25 million

Siddharth Chhokar

Chhokar Law Group

Pre-Transaction Estate Planning

TIE Bryan Daniels & Alex Donskoy AND Bruce Kn

Signature Analytics and Mss Adams

Sell Side Preparation by CPA
Less than $25 million

Roger Rappoport

Procopio

Sell Side Legal Representation in Sale to Public Company
More than $25 million

Dennis Doucette

Procopio

Expansion Capital Advisory by an Attorney
More than $25 million

Tom Crews

Bowen Advisors

Expansion Capital Advisory
Less than $25 million

Terry Moore

Moore Venture Partners

Long Term Strategic Exit Planning

2017 FINALISTS

  • Patrick Monroe
  • Dan Shea
  • David Michaels
  • Larry Nishnick
  • Michael Brown
  • Zeke Navar
  • Nick Beale
  • Chris Fonss
  • Chester Larson
  • Michael Sullivan
  • Craig Garner
  • Victor Ramsauer
  • Nicholas Devine
  • Jack White
  • David Snyder
  • Christian Salaman
  • Greg Leiser
  • David Boatright
  • Eliot Peters
  • Alan Rich
  • Micahel Orlando
  • Ryan Selhorn
  • Jessica Sullivan
  • Amit Singh
  • Mike Crawford
  • Danny Connors
  • Todd Poling
  • Jason Skolnick

ADVISOR OF THE YEAR 2016 WINNERS

Andrew Ruff

Bruce Strumlauf

Channing Hamlet

Cheston Larson

David Noosinow

Hayden Trubitt

John D. Tishler

Michael Brown

Michael Friedman

Michael Kim

Nancy G. Henderson

Patrick Monroe

Paul Johnson

Steve LaSala

Todd Wilson & Joel Weinstein

Trever Acers

Wade Hansen

2016 FINALISTS

  • Allen Cinzori & Brad Weeks
  • Bruce Knowlton
  • Christian Fonss
  • Craig Garner
  • Dan Koeppen
  • Dan Lavis
  • Jason Skolnik
  • Joel Weinstein
  • Louise Botham
  • Martin Staubus
  • Martin Waters
  • Miranda Biven
  • Ryan Smith
  • Scott N. Wolfe
  • Scott Wolfe & Matt Bush
  • Shane Orr
  • Siddharth Chhokar
  • Steve Fanucchi
  • Stuart Moss
  • Tim Malott
  • Victor Ramsauer
  • Zeke Navar

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