SAVE THE DATE & NOMINATE: Make plans now to attend the 2017 Advisor of the Year awards and recognize the people you count on for your business and client services by nominating a deserving colleague or peer. 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. Submit nominations and purchase tickets here.

Come hear renowned keynote speakers Jeff Mattfolk and John Sarkisian.

Jeff Mattfolk

Jeff is retired head of mergers and acquisitions for Tyco International Inc., where he bought more than 100 companies with a aggregated value of more than $50 billion. Prior to joining Tyco, Jeff was an auditor with Deloitte. Now a resident of Del Mar, Jeff is a private investor who is a director of several private companies.

John Sarkisian

John has built and sold several companies, including restaurant chain Pat and Oscars and SKLZ, a sports training enterprise that he sold to private equity. John is now the owner of Encontro, a restaurant in North park, as well as a board member of San Diego Sports Innovators and the YMCA of San Diego County.

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.

EVENT INFO

Advisor of the year 2017

Thursday, October 26, 2017
La Jolla Institute for Allergy and Immunology*

4:00pm – Business Owners Symposium | Invitation Only

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

7:00pm – Keynote Address | Awards Ceremony

* Receives all net proceeds from this event

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, 2016 through October 6, 2017 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

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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