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Moss Adams sponsored Pacific Northwest Aerospace Alliance (PNAA) Annual Conference
February 2012 – Harman Wales, Managing Director of Moss Adams Capital, participated in the 2012 'Riding the Aerospace Wave' Annual PNAA Conference held in Lynnwood, WA.
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Harman Wales presented at the Northwest Financial Planning Associateion Annual Conference
February 27, 2012 – Harman Wales, Managing Director, spoke on Merger & Acquisition trends for RIAs and Broker Dealers. |
Harman Wales spoke at Northwest Aerospace Forum
February 24, 2012 – Harman Wales, Managing Director, spoke to CEO and company owners regarding current aerospace transaction and an industry update, specifically in regards to readiness and preparedness for your next deal. |
Moss Adams Capital advisory transactions highlighted in Merger & Acquisitions magazine
January 2012 – Two recent completed deals, Deckers Outdoor purchase of Sanuk and Billabong purchase of RVCA, where Moss Adams Capital provided advisory services were mentioned in Merger & Acquisitions magazine as just two examples of how Outdoor Performance companies are poised to take off and possibly see a record year for M&A. |
Steve Duffy featured in GlobeSt.tv Video: Regional Developers Getting Financing
December 2011 – Steve Duffy, Managing Director, participated in a video interview with Globe Street where he discussed how developers are about to get financing, but mainly only in the multifamily sector of primary markets. |
Steve Duffy in Urband Land Magazine: Resilient Communities: The Evolution of the Dream Neighborhood
December 13, 2011 – Steve Duffy, Managing Director, was quoted in a Urban Land Magazine article describing how the most successful master-planned communities were designed and how they enabled a rapid expansion of the postwar economy.
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Richard Anderson in Los Angeles Business Journal: Capital's Search for Quality
November 27, 2011 – Richard Anderson, Managing Director, discussed how even though funding is up from 2010 it has gone flat due to Capital sources, in all sectors, seeking the same characteristics in companies - quality. Capital is no longer a scarce commodity - desirable companies are.
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Moss Adams Capital nominated for Deal of the Year by M&A Advisor Industry Publication
November 16, 2011 – Moss Adams Capital was nominated for deal of the year by M&A Advisor for an acquisition of Sanuk brand, from C&C Traders Ltd (licensee) and Sanuk LLC (licensor), by Deckers Outdoor Corporation, facilitated by Richard Anderson, Managing Director.
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Harman Wales presents at Second Annual SoCal Aerospace Forum, sponsored by Community Bank
November 16, 2011 – Harman Wales, Managing Director, participated in the Aerospace Forum attended by over fifty SoCal aerospace suppliers. The enthusiastic demand for new commercial aircraft and growing backlog is countered by the uncertainty surrounding a declining Defense procurement budget with likely reduces programs in that category.
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Gregory Fink moderated the Residential House Trends: Investing in the Cleansing Process at ULI event
November 16, 2011 – Gregory Fink, Senior Manager, moderated a Foreclosure panel that discussed the current housing market and how entrepreneurial groups are addressing the opportunities.
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Gregory Fink chairs Industry Hot Topics panel at AICPA National Real Estate Conference in Phoenix
November 11, 2011 – Gregory Fink, Senior Manager, hosted a panel consisting of many different segments of real estate where they discussed the new deals in the market, investment strategies and also Equity/Debt capital markets.
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Harman Wales in Pudget Sound Business Journal: Mergers pick up, and so does account firm hiring
November 10, 2011 – Harman Wales, Managing Director, was quoted in a Pudget Sound Business Journal article stating that advisor postition hiring should also see growth.
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Harman Wales chairs Private Equity panel at Sixth Annual Northwest Manufacturing & Distribution Conference, sponsored by Moss Adams
November 9, 2011 – Harman Wales, Managing Director, assembled a panel of prominent NW private equity firms and portfolio companies to discuss “Beyond the Money”, an examination of the value that PE firms can bring to a company in addition to the money invested. Endeavour Capital and Blue Point Capital, two of the leading middle-market PE groups in the country, participated in the panel. |
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Harman Wales presents at Second Annual Northwest Hotel Investment Forum, sponsored by Sandman/Savrann
November 8, 2011 – Harman Wales, Managing Director, joined a panel of three other hotel investment specialists to discuss the financing environment for hotels. Mr. Wales described the similarities between the factors limiting credit in the corporate environment to the factors affecting the private capital markets for hotel investing.
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Steve Duffy in Real Estate Forum: Leader Board
October 2011 – Steve Duffy, Managing Director, discussed how apartment investment is the darling asset class and will continue to be for some time. |
Harman Wales presents at the Moss Adams Financial Services Executive Conference
September 26, 2011 – Harman Wales, Managing Director, participated in a presentation and discussion on the current M&A activity in the broker-dealer and RIA marketplace including practical actions that an owner can take to build and protect their firm’s value.
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Harman Wales leads national webcast on Readiness and Preparedness for Aerospace Supply Chain companies
September 20, 2011 – Harman Wales, Managing Director, provided an update on current M&A conditions in the aerospace supply chain market and presented practical actions that owners and CEOs can take to ensure their company is ready and prepared for M&A opportunities.
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Moss Adams sponsors Governor’s Aerospace Forum in Seattle
September 14, 2011 - Dan Gaffney, a Moss Adams partner, provided an outline of ownership and transition planning for Aerospace Supply Chain companies.
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Harman Wales Hosted the Seattle ACG Northwest Growth Financing Conference CEO Panel
August 4, 2011 – Harman Wales, Managing Director, conducted a panel consisting of three prominent Seattle area CEOs; from Callison Architecture Holding LLC, Greenpoint Technology, and Oberto Brands; discussing how these companies recovered from the downturn, acquisition opportunities and future strategy, and how they see inside and outside advisors within their growth needs.
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Moss Adams Sponsored Seattle ACG Northwest Growth Financing Conference
August 4, 2011 – Moss Adams Capital LLC advisors participated in the Northwest’s premier conference for financing the growth of “middle market” companies, located in Seattle, WA, and attended by 400 individuals.
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Richard Anderson in NVCA Today: The Deal Market Is Back
August 2011 – Richard Anderson, Managing Director, co-wrote an article featured in NVCA Today discussing how deal flow has increased exponentially in the past six months for technology businesses. |
Gregory Fink in ULI Think Tank-Breaking Barriers: Defining Solutions for Planned Communities of the Future
July 29, 2011 – Gregory Fink, Senior Manager, participated in the ULI Think Tank where they discussed the most pressing issues and challenges for Planned Communities in the next decade, potential solutions, and potential case studies and best practices.
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Steve Duffy at NAIOP Commercial Real Estate Development Association
July 25, 2011 – Steve Duffy, Managing Director, presented at the NAIOP luncheon in Albuquerque on where we are in the cycle for equity, capital and finance.
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Steve Duffy in The New York Times: A San Diego Barrio's $58 Million Moment Arrives
July 12, 2011 – Steve Duffy, Managing Director, was quoted in an New York Times article regarding how we will continue to see large developers build shopping centers aimed at specific ethnic groups.
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Steve Duffy in Multihousing News: Tribeca Sells Multifamily Assets Acquired Through Loan Purchase in 2009
June 20, 2011 – Steve Duffy, Managing Director, provides market perspective on a multifamily deal.
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Steve Duffy panelist at Moss Adams Construction & Real Estate Annual Meeting
May 24, 2011 – Steve Duffy, Managing Director, moderated the Real Estate Operator Roundtable at the Annual Moss Adams Construction & Real Estate Meeting.
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Richard Anderson panelist at Moss Adams Construction & Real Estate Annual Meeting
May 24, 2011 – Richard Anderson, Managing Director, spoke on a construction panel regarding the three perspectives of ownership transition at the Annual Moss Adams Construction & Real Estate Meeting.
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Steve Duffy on Northwest Hotel Investment Forum May 12, 2011 – Steve Duffy, Managing Director, discussed current capital markets insights and strategic alternatives for the lodging industry.
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Moss Adams Sponsored Northwest Hotel Investment Forum
May 12, 2011 – Steve Duffy, Managing Director, participated in the inaugural 2011 Northwest Hotel Investment Forum in Seattle, WA that was attending by 60-70 lodging executives.
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Steve Duffy at ULI Edge Development Council
May 11, 2011 – Steve Duffy, Managing Director, was a panelist who spoke to ULI members regarding the current and potential capital markets environment for community development and homebuilding.
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Steve Duffy In The Seattle Times: Economy Based on Real Estate is Bust
April 4, 2011 – Steve Duffy, Managing Director, spoke about how investment in residential housing now is a basis game.
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Moss Adams Sponsored Pacific Northwest Aerospace Association (PNAA) 2011 Conference
February 2011 – Harman Wales, Managing Director of Moss Adams Capital, participated in the 2011 Annual PNAA Conference held in Lynnwood, WA.
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Harman Wales on Aerospace & Defense Forum: Investment Banker Panel
March 18, 2011 – Harman Wales, Managing Director, participated on a Aerospace & Defense panel where he discussed the current market and what is needed in order to be prepared for a transaction.
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Richard Anderson in Orange County Business Journal: Premium Propositions; Pent-Up Cash Meets Downturn’s Survivors for Burst of Action at Higher Prices
March 13, 2011 – Richard Anderson, Managing Director, talked about how a large percentage of companies beat analyst expectations in the December quarter and the effects this has on transaction activity.
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Steve Duffy in Moss Adams Real Estate MA Now: A Bright Spot in the Real Estate Market Grows Brighter
February 2011—Steve Duffy, Managing Director, discussed how the multifamily apartment market continues to recover fairly rapidly amid a more favorable supply-and-demand ratio.
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Steve Duffy in The Registry Bay Area Real Estate Journal: Recapitalizing Real Estate
November/December 2010—Steve Duffy, Managing Director, discussed how cheap debt and equity are available but only for top-flight projects and well-heeled borrowers in a handful of major U.S. markets.
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Steve Duffy at the ULI Conference
November 18, 2010—Steve Duffy, Managing Director, moderated a panel of investment firms and banks that discussed what’s really working in commercial real estate finance.
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Steve Duffy presented at the Moss Adams Long Term Care Seminar
November 16, 2010—Steve Duffy, Managing Director, gave company CFOs an economic overview regarding real estate capital markets, keys to attracting capital, and restructuring debt with an emphasis on healthcare.
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Richard Anderson at ACG and Moss Adams Seminar: Preparing Your Company For A Sale Transaction
November 9, 2010—Richard Anderson, Managing Director, spoke at a seminar for business owners and executives where he explained the critical issues that can affect any company that is a potential candidate for a liquidity transaction.
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Richard Anderson at California Fashion Association ‘Economic Crystal Ball’
October 14, 2010—Richard Anderson, Managing Director, participated in a panel where he discussed mergers & acquisitions in the new economy related to the apparel industry.
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Richard Anderson at K&L Gates & Moss Adams Seminar: Valuation Uncertainty in Today’s M&A Negotiations
July 21, 2010—Richard Anderson, Managing Director, participated in a panel discussing the techniques for getting deals done in the current economic environment.
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Wiley Kitchell in Moss Adams Food Processing & Agriculture MA Now: Accessing Capital in Today’s Credit-Constrained Environment
July 2010—Wiley Kitchell, Managing Director, discussed the state of the lending market and the steps companies should follow to access capital.
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Wiley Kitchell in Moss Adams Construction MA Now: Discipline, Patience, and Pragmatism: Construction’s New Fundamentals
July, 2010—Wiley Kitchell, Managing Director, addressed the brutal criteria contractors and construction services companies face when in dialogue with financial institutions.
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Calvin Swartley in Portland Sound Business Journal: Recession Complicates Efforts to Place Values on Businesses
May 21, 2010—Calvin Swartley, member of the Health Care Valuation Group in Portland, Oregon, discusses the valuation process and how to interpret the results.
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Steve Duffy at Albuquerque NAIOP Commercial Real Estate Development Association
May 11, 2010—Steve Duffy, Managing Director, spoke at the NAIOP Distressed Real Estate & Survival Skills conference about “Reading the Signposts of Recovery.”
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Steve Duffy at California Native American Economic Development Conference
April 2010—Steve Duffy, Managing Director, presented “Capital Update for Tribal Finance.”
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Wiley Kitchell at Santa Rosa Chamber of Commerce Growth & Innovation Forum
April 28, 2010—Wiley Kitchell, Managing Director, addressed business owners attending the forum, illustrating how to determine the fair market value of a business with a due diligence review. |
Steve Duffy addresses Bay Area Mortgage Association
April 13, 2010—Steve Duffy, Managing Director, moderated the “Receivership and Asset Advisory Amid the Meltdown” panel held by the Bay Area Mortgage Association.
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Harman Wales in Investment News: What’s Your Advisory Business Worth?
April 11, 2010—Harman Wales, Managing Director, discussed merger & acquisition conditions for RIAs and broker-dealers in a Webinar hosted by Investment News. In this article recapping the Webinar, find out how your business can provide value to your clients in today’s market.
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Richard Anderson in LA Business Journal: Is your company prepared for the private equity transaction process? April 5, 2010—Richard Anderson, Managing Director, explains why preparation is the first step in improving your odds of completing a transaction with prospective private equity investors.
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Steve Duffy in GlobeSt.com: Troubled Asset Cycling May Speed Up
March 22, 2010—Steve Duffy, Managing Director, participated in the panel quoted in this GlobeSt.com article, discussing the alternative solutions troubled owners are seeking in today's real estate market.
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Wiley Kitchell hosts Heath Care Webinar: Affordable Capital for Health Care Providers (live recording)
February 2, 2010—Wiley Kitchell, Managing Director, detailed comprehensive financing options for the Health Care industry in this Webinar. Listen to the live recording to find out which financing solution is best for your business type.
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Steve Duffy at Tribal Gaming Webinar: Securing Credit & Restructuring Debt in Indian Country
January 20, 2010—Steve Duffy, Managing Director, focused on the issues and solutions facing financing in Indian Country in this Webinar.
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Steve Duffy at Information Management Forum: Effectively Managing & Negotiating Workouts
January 14, 2010—Steve Duffy, Managing Director, focused on real estate opportunities and private fund investing from the borrower’s perspective in a panel at the Information Management Network Annual Forum.
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Steve Duffy at Oregon Long-Term Care Conference: Capital Markets Update
December 15, 2009—Steve Duffy, Managing Director, presented an update to the Construction/Real Estate Steering Committee focusing on the types of markets and ways to survive.
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Steve Duffy at Puget Sound Controllers Conference: Real Estate Capital Markets Update December 1, 2009—Steve Duffy, Managing Director, presented a market update and survival tips at the Puget Sound Controllers Conference.
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Harman Wales at National Financial Advisor Conference: Succession Planning for RIAs
September 9, 2009—Harman Wales, Managing Director, addressed the Capital Analysts annual advisor conference on the topic of succession planning and planning for the sale of an advisory practice.
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Wiley Kitchell in Healthcare Financial Magazine: Recapitalization in Healthcare Industry
September 2009—Wiley Kitchell, Managing Director, contributed an article to Healthcare Financial discussing the major issues confronting mid-sized hospitals and other investor-owned or not-for-profit facilities. Read the article to learn more about one of the major issues today: the ability to identify sources of reasonably priced, and structured, debt and equity capital.
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Harman Wales at Oregon Manufacturing & Distribution Conference: Capital Markets Update
July 14, 2009—Harman Wales, Managing Director, addressed the Central Oregon Manufacturing & Distribution Conference on the topic of Capital Market conditions for private companies.
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Steve Duffy at Northwest Indian Gaming Conference Panel
July 14, 2009—Steve Duffy, Managing Director. participated in the financing panel at the Northwest Indian Gaming Conference.
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Harman Wales at West Coast Manufacturing & Distribution Conference: Capital Markets Update
June 2, 2009—Harman Wales, Managing Director, addressed the West Coast Manufacturing & Distribution Conference on the topic of Capital Market conditions for private companies.
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Harman Wales at Pershing M&A Conference: M&A among RIA and Broker-dealers
April 2, 2009—Harman Wales, Managing Director, spoke at a Pershing conference on Mergers & Acquisitions among RIA and Broker-dealers.
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Harman Wales in Financial Advisor: M&A in the New World
March 2009—Harman Wales, Managing Director, shares his industry expertise on how to structure your company to deliver the best value to a perspective buyer. Learn his tips to creating value.
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Harman Wales at Financial Planning Association (FPA): Valuation and Sale of Advisory Practices
March 2008—Harman Wales, Managing Director, addressed the Financial Planning Association (FPA) Conference in San Francisco on the valuation and sale of advisory practices. |