In the News

In the News

In the News


Moss Adams Capital professionals share their senior-level industry experience and in-depth market intelligence in major industry publications and in speaking engagements across the United States.


Steve Duffy in GlobeSt.com: Do Real Estate Principals Ever Really Retire?
May 22, 2014 – Steve Duffy, Managing Director, discusses how real estate principals shift from “operator” to “investor” which allows a transition from day-to-day-execution activities to purer asset management of a personal real estate balance sheet.

Wiley Kitchell in Opus Connect Panel: Private Equity Transactions – Putting Together the Capital Stack in 2014
May 20, 2014 – Wiley Kitchell, Managing Director, discusses his views on putting together middle-market capital tack and what is important to know with the state of transaction financing in 2014 and beyond.

Richard Anderson participates in Axial Webinar: Deciding When to Sell Your Company
May 8, 2014 – Richard Anderson, Managing Director, discusses the critical factors that impact when you should sell your company, common pitfalls when preparing for a sale, and what CEOs can do now to maximize their company’s value.

Geoffrey Haydon authors Moss Adams article: Ready and Waiting; Ten Ways to Build Business Value and Prepare for a Transaction (Event if You’re Not Expecting One)
May 2014 – Geoffrey Haydon, Vice president, takes a look at 10 areas of focus to help build business value within 24 months of a possible transaction.

Geoffrey Haydon quoted in California Apparel News: What Buyers Are Looking for in an Apparel Company
March 27, 2014 – Geoffrey Haydon, Vice President, discusses how merger and acquisition activity will be up this year over last and this year’s projections for strategic and private equity buyers. 

Steve Duffy in GlobeSt.com: Hold Period Can Give Operators Advantage
February 27, 2014 – Steve Duffy, Managing Director, discusses how operator skills are crucial to success in today’s market cycle, where secondary markets offer high numbers of value-add opportunities. 

Geoffrey Haydon in Apparel Magazine: 2014 Apparel and Footwear M&A Outlook
February 26, 2014 – Geoffrey Haydon, Vice President, takes a look back at who was investing in apparel, accessories and footwear companies in 2013 and how 2014 is predicted to shape up. 

Gregory Fink on Real Estate Bisnow panel
February 20, 2014 – Gregory Fink, Director, participates in a panel discussing how the data center business mixes tech with real estate unlike any other sector.  Based on the growth of data needs over the past 20 years – and the next 100 – many are looking at how to play in the sector.

Steve Duffy at Oregon Health Care Association CFO Investment Conference
November 14, 2013 – Steve Duffy, Managing Director, delivers a Real Estate industry update for the Oregon Health Care sector.

Moss Adams Capital joins in an alliance with Mazars.   
October 2013 – This is an important step in our strategy to strengthen our coverage in key territories where significant cross-border M&A opportunities exist.  The alliance consists of lead advisory professionals within Mazars and Praxity. The alliance, which brings together over 150 Corporate Finance practitioners internationally, helps to market businesses on an international stage.

Geoffrey Haydon in Apparel Strategist: Five Reasons to Sell Your Business Now
October 7, 2013 – Geoffrey Haydon, Vice President, clarifies several reasons why now is probably one of the best times in the past five years to raise outside capital or fine a buyer for your company.

Wiley Kitchell authors Moss Adams article series Cultivating the Deal: An M&A Guide for Private Middle-Market Companies
September 2013 – Wiley Kitchell, Managing Director, discusses the different areas a company must consider and execute before and during a transaction within this three part article series. 

Steve Duffy in GlobeSt.com: CalPERS Investment Marks Turning Point
September 19, 2013 – Steve Duffy, Managing Director, explains how the recent investment by pension funds into the Real Estate market indicates greener pastures for the market.

Steve Duffy in Bloomberg: Calpers Invests in New-Home Project as Land Values Rise
September 11, 2013 – Steve Duffy, Managing Director, represents the land developer, Rancho Mission Viejo, which Calpers has recently invested in building roads and other infrastructure for the community.

Geoffrey Haydon in Mergers & Acquisitions: PE Cash Drives Multiples
September 13, 2013 – Geoffrey Haydon, Vice President, participates in a Q&A discussion regarding how multiples and competition are increasing due to strategic buyers with excess cash and also the expiring capital of private equity firms that needs to be spent. 

Geoffrey Haydon in Mergers & Acquisitions: Growing Companies Grab Higher Multiples
September 12, 2013 – Geoffrey Haydon, Vice President, speaks on how competition between PE firms with expiring capital and strategic buyers for top companies is driving some prices up.

Steve Duffy at RealShare Bay Area Conference: Rent in San Fran Office, Residential To Increase
September 12, 2013 – Steve Duffy, Managing Director, moderates a panel to address what is driving the rent cost to rise in San Francisco. 

Wiley Kitchell present healthcare webcast: Affiliation Considerations for Hospitals & Other Healthcare Providers
August 15, 2013 – Wiley Kitchell, Managing Director, describes current affiliation trends and what consideration you should be look at when thinking about affiliate with partners in the healthcare industry.

Richard Anderson and Geoffrey Haydon present webcast to Apparel, Accessories and Footwear companies
July 17, 2013 – Richard Anderson, Managing Director, and Geoffrey Haydon, Vice President, explain why now is the best time in four years to sell a company or raise capital in this sector, and why transaction are not happening.

Richard Anderson on panel at California Fashion Association Kingpins Show
July 9, 2013 – Richard Anderson, Managing Director, participates in a panel discussing how the Denim Industry can obtain capital to invest and group your business, when is the best time to sell your company and how do you find the right financial partner?

Harman Wales in Mergers & Acquisitions: Companies Should Prepare in Advance for Due Diligence
June 27, 2013 – Harman Wales, Managing Director, writes about how activity is heating up within the middle market and there are two key themes that keep showing up – opportunities arising at unexpected times and few companies being prepared for the due diligence process.

Steve Duffy in Real Estate Finance Intelligence: Investors Split Approach to REO-To-Rental Market
June 3, 2013 – Steve Duffy, Managing Director, comments on the differing of opinions by investors on the future of the industry.   

Harman Wales in Seattle Business: Equity Partners – Buyers and Sellers are Finding Each Other Again as Mergers and Acquisitions Heat Up
June 2013 – Harman Wales, Managing Director, expresses how there are many Private Equity Groups with capital to invest and they are looking for solid businesses in solid industries.

Andre Guardi in Moss Adams MA Now: Raising Capital?  Know All Your Options
June 2013 – Andre Guardi, Managing Director, breaks down your options, the trends and best practices when raising capital.

Steve Duffy in Real Estate Finance Intelligence: Is Silver Bay's Loss an Industry Red Flag?
May 20, 2013 – Steve Duffy, Managing Director, speaks about how we are in the midst of going from a housing recovery to a housing boom and who benefits.

Harman Wales presents webcast for financial services industry
April 30, 2013 – Harman Wales, Managing Director, speaks to companies within the financial services industry about how even though transaction opportunities are growing, so are the risks embedded in any transaction.  To reach a fair value and safely manage the potential hazards, parties on either side of a transaction need to be prepared to conduct deeper due diligence than ever before.

Harman Wales in Moss Adams MA Now: Getting to Close: Due Diligence in Bank Transactions
March 2013 – Harman Wales, Managing Director, takes a look at what is required to protect an institution during a transaction.

Richard Anderson quoted in Orange County Business Journal: New Drill on Due Diligence
March 11, 2013 – Richard Anderson, Managing Director, comments on how because M&A activity tracks the trajectory of the global stock markets and coupled with vast sums of cash being held by corporations and private equity, the stage is set for an incredible amount of transactions.

Burr Dalton at Harbor Trucking Association in Long Beach: 2012 M&A Trends in Transportation & Logistics
March 5, 2013 – Burr Dalton, Director, shares information pertaining to industry sub-sectors and the different transaction statistics for 2012.

Steve Duffy in Real Estate Forum: Groundhog Day
February/March 2013 – Steve Duffy, Managing Director, speaks on the tension in the real estate capital markets as equity becomes more plentiful and quality investment opportunities become harder to find.

Burr Dalton presents webcast to Transportation & Logistics Industry: 2012 M&A in Review
February 22, 2013 – Burr Dalton, Director, contributes to a webcast focusing on 2012 transaction activity in industry specific sub-sectors and costly and commonly overlooked trends in state & local tax due diligence. 

Richard Anderson on panel at MAGIC Tradeshow
February 19, 2013 – Richard Anderson, Managing Director, participates in and moderates a panel discussing the specific challenges facing new brands and growing existing brands in today’s evolving retail and marketing landscapes.

Steve Duffy at Urban Land Institute LA: RECAP: What’s Next in Capital Markets?
February 5, 2013 – Steve Duffy, Managing Director, moderates a panel meant to address this question from the standpoint of the capital markets.

Steve Duffy in Bloomberg: Sternlicht Cashing In on Housing Rebound in U.S. With IPO
January 18, 2013 – Steve Duffy, Managing Director, speaks to how the structure of majority ownership will allow Sternlicht a potential exit from his investment through a sale or merger.

Steve Duffy in Bloomberg: Private Tri Pointe Homes Files to Raise Up to $187 Million in IPO
January 16, 2013 – Steve Duffy, Managing Director, comments on how conversion to the public market will allow for leverage of capital with less-expensive public-market debt and equity.

Richard Anderson on panel at California Fashion Association: Economic Crystal Ball
November 15, 2012 – Richard Anderson, Managing Director, participates in a panel discussing the continuing trends for mergers & acquisitions.

Wiley Kitchell at Moss Adams Oregon Symposium
October 25 -26, 2012—Wiley Kitchell, Managing Director, provides an update on the current macroeconomic market and the due diligence process. 

Wiley Kitchell hosts panel for Moss Adams Food & Agriculture Event: Expand Your Brand
October 24, 2012—Wiley Kitchell, Managing Director, hosts a panel containing Private Equity and Legal companies regarding Raising the Bar on Raising Capital: Who’s Investing In What and Why.

Harman Wales at Aerospace & Defense Forum
October 19, 2012 – Harman Wales, Managing Director, presents and update on the aerospace market to the Los Angeles A&D Forum.

Moss Adams in California ApparelNewsfashion.net
October 16, 2012 – The Moss Adams Fashion Innovator award was presented at the Fashion Business Inc. fund-raiser to Clayton and Flavie Webster, designers of Los Angeles based designer label Cerre.

Wiley Kitchell at Idaho Hospital Association
October 9, 2012—Wiley Kitchell, Managing Director, discusses types of deals, structures and how to prepare for an acquisition. 

Richard Anderson in Shop Eat Surf: Moss Adams Capital Spotlight Series -For Apparel and Footwear Business Owners and Executives
September 2012 – Richard Anderson, Managing Director, provides information on different types of financing and what to consider when looking for capital.

Steve Duffy in GlobeSt.com: Time for Private Equity and CRE to Get Serious
September 25, 2012 – Steve Duffy, Managing Director, explains how real estate companies and private equity investors are moving to the next stage, formal program investing. 

Steve Duffy quoted in Real Estate Finance Intelligence: Landsmith, Precise Target Single-Family Rentals
August 3, 2012 – Steve Duffy, Managing Director, describes a few key things real estate investors of rental properties are seeing in the market.

Andre Guardi presents at AGC California webinar for Exploring Your Exit Strategies: Preparing to Sell Your Business
August 1, 2012 – Andre Guardi, Managing Director discusses the long term plans owners should consider when thinking about transitioning ownership.

Roberta Hurst in Washington Healthcare News: What's Driving the M&A Frenzy in Health Care IT
August 2012 – Roberta Hurst, Vice President, explains why information technology is at the core of building the new 21-st century health care system by detailing the new government regulations, mandates, incentives and M&A activity.

Richard Anderson and Geoffrey Haydon present a webinar for non-profit organization Fashion Business Inc.
July 10, 2012 – Richard Anderson, Managing Director, and Geoffrey Haydon, Vice President, share with fashion industry entrepreneurs information regarding current M&A activity, unique considerations of a transaction, key elements to consider during due diligence, and how to value a company.

Roberta Hurst in Health Care MA Now: What's Driving the M&A Frenzy in Health Care IT
June 2012 – Roberta Hurst, Vice President, explains why information technology is at the core of building the new 21-st century health care system by detailing the new government regulations, mandates, incentives and M&A activity.

Steve Duffy in Bloomberg: Private Equity Has Too Much Money to Spend on Homes
June 12, 2012 – Steve Duffy, Managing Director, speaks to how the single-family rental market's risk is lower.

Richard Anderson panelist at Fashion Destination Group Event
June 9, 2012 – Richard Anderson, Managing Director, participates in a panel discussion regarding financing in the Apparel/Fashion Industry.

Richard Anderson participates in panel: Optimizing Business Transitions
June 7, 2012 – Richard Anderson, Managing Director, takes part in a panel focusing on important factors for CEOs, Presidents and business owners to consider before buying, selling or transferring a business.

Moss Adams Capital brings in new talent 
May 30, 2012 – MAC hires a new Managing Director, Andre Guardi.

Richard Anderson in Shop Eat Surf: Moss Adams Capital Spotlight Series -For Apparel and Footwear Business Owners and Executives
April 2012 – Richard Anderson, Managing Director, provides a recap of a webcast hosted by Moss Adams Capital LLC and Moss Adams LLP where they talk about how changes in consumer behavior at retail will impact your business.

Burr Dalton and Richard Anderson in Moss Adams Technology & Life Sciences MA Now: M&A in 2012: Why the Riskiest Action May be Inaction
April 16, 2012 –  Burr Dalton, Director and Richard Anderson, Managing Director, discuss how many factors are spurring technology companies to aggressively turn to mergers and acquisitions to drive growth and improve market positioning.

Harman Wales presents to West Coast Manufacturing & Distributing Forum
March 27, 2012 – Harman Wales, Managing Director, speaks to companies about 'Is your company ready and prepared for the coming M&A surge?'

Steve Duffy panelist at 6th Annual Private Equity for Institutional Investors Summit
March 26, 2012 – Steve Duffy, Managing Director, participates in a Real Estate Private Equity panel discussing the Outlook for the Real Estate Industry, Trends in Real Estate and Types of Assets, Structure trends, Opportunities for growth/income, and Liquidity.

Steve Duffy in Bloomberg: Private Equity Buying U.S. Foreclosures for Hot Rentals Net 8%: Mortgage
March 13, 2012 – Steve Duffy, Managing Director, quoted in Bloomberg article discussing how institutional private equity companies are poised to enter the foreclosure-to-rental market.

Moss Adams sponsors Pacific Northwest Aerospace Alliance (PNAA) Annual Conference
February 2012 – Harman Wales, Managing Director of Moss Adams Capital, participates in the 2012 'Riding the Aerospace Wave' Annual PNAA Conference held in Lynnwood, WA.

Harman Wales presentes at the Northwest Financial Planning Association Annual Conference 
February 27, 2012 – Harman Wales, Managing Director, speaks on Merger & Acquisition trends for RIAs and Broker Dealers.
 
Harman Wales speaks at Northwest Aerospace Forum
February 24, 2012 – Harman Wales, Managing Director, speaks to CEO and company owners regarding current aerospace transaction and an industry update, specifically in regards to readiness and preparedness for your next deal. 

Steve Duffy in GlobeSt.com: The Myth of the Instant Multifamily Development Boom
February 20, 2012 – Steve Duffy, Managing Director, explains how leading indicators and market experience are pointing to the beginning of a development cycle in which demand is accelerating.


Steve Duffy on Multifamily Rental Investment & Financing Panel
February 20, 2012 – Steve Duffy, Managing Director, participates in a panel that discusses the current market for multifamily rental investing.

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, participates in a video interview with Globe Street where he discusses 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.

Richard Anderson in Los Angeles Business Journal: Capital's Search for Quality 
November 27, 2011 – Richard Anderson, Managing Director, discusses 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.


Moss Adams Capital nominated for Deal of the Year by M&A Advisor Industry Publication
November 16, 2011 – Moss Adams Capital 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.

Harman Wales presents at Second Annual SoCal Aerospace Forum, sponsored by Community Bank
November 16, 2011 – Harman Wales, Managing Director, participates 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.

Gregory Fink moderates the Residential House Trends: Investing in the Cleansing Process at ULI event
November 16, 2011 – Gregory Fink, Senior Manager, moderates a Foreclosure panel that discusses the current housing market and how entrepreneurial groups are addressing the opportunities.

Gregory Fink chairs Industry Hot Topics panel at AICPA National Real Estate Conference in Phoenix
November 11, 2011 – Gregory Fink, Senior Manager, hosts a panel consisting of many different segments of  real estate where they discuss the new deals in the market, investment strategies and also Equity/Debt capital markets. 

Harman Wales in Puget Sound Business Journal: Mergers pick up, and so does account firm hiring
November 10, 2011 – Harman Wales, Managing Director, was quoted in a Puget Sound Business Journal article stating that advisor position hiring should also see growth.

Harman Wales chairs Private Equity panel at Sixth Annual Northwest Manufacturing & Distribution Conference, sponsored by Moss Adams
November 9, 2011 – Harman Wales, Managing Director, assembles 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.

Harman Wales presents at Second Annual Northwest Hotel Investment Forum, sponsored by Sandman/Savrann
November 8, 2011 – Harman Wales, Managing Director, joins a panel of three other hotel investment specialists to discuss the financing environment for hotels. Mr. Wales describes the similarities between the factors limiting credit in the corporate environment to the factors affecting the private capital markets for hotel investing.

Steve Duffy in Real Estate Forum: Leader Board 
October 2011 – Steve Duffy, Managing Director, discusses 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, participates 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.
 
Harman Wales leads national webcast on Readiness and Preparedness for Aerospace Supply Chain companies
September 20, 2011 – Harman Wales, Managing Director, provides an update on current M&A conditions in the aerospace supply chain market and presents practical actions that owners and CEOs can take to ensure their company is ready and prepared for M&A opportunities.
 
Moss Adams sponsors Governor’s Aerospace Forum in Seattle
September 14, 2011 - Dan Gaffney, a Moss Adams partner, provides an outline of ownership and transition planning for Aerospace Supply Chain companies.
 
Harman Wales hosts the Seattle ACG Northwest Growth Financing Conference CEO Panel
August 4, 2011 – Harman Wales, Managing Director, conducts 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.
 
Moss Adams Sponsors Seattle ACG Northwest Growth Financing Conference
August 4, 2011 – Moss Adams Capital LLC advisors participates in the Northwest’s premier conference for financing the growth of “middle market” companies, located in Seattle, WA, and attended by 400 individuals.
 
Richard Anderson in NVCA Today: The Deal Market Is Back
August 2011 – Richard Anderson, Managing Director, co-writes 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, participates in the ULI Think Tank where they discuss the most pressing issues and challenges for Planned Communities in the next decade, potential solutions, and potential case studies and best practices. 
 
Steve Duffy at NAIOP Commercial Real Estate Development Association
July 25, 2011 – Steve Duffy, Managing Director, presentes at the NAIOP luncheon in Albuquerque on where we are in the cycle for equity, capital and finance.    
 
Steve Duffy in The New York Times: A San Diego Barrio's $58 Million Moment Arrives
July 12, 2011 – Steve Duffy, Managing Director, is quoted in an New York Times article regarding how we will continue to see large developers build shopping centers aimed at specific ethnic groups.
 
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.
 
Steve Duffy panelist at Moss Adams Construction & Real Estate Annual Meeting
May 24, 2011 – Steve Duffy, Managing Director, moderates the Real Estate Operator Roundtable at the Annual Moss Adams Construction & Real Estate Meeting.
 
Richard Anderson panelist at Moss Adams Construction & Real Estate Annual Meeting
May 24, 2011 – Richard Anderson, Managing Director, speaks on a construction panel regarding the three perspectives of ownership transition at the Annual Moss Adams Construction & Real Estate Meeting.
 
Steve Duffy on Northwest Hotel Investment Forum
May 12, 2011Steve Duffy, Managing Director, discusses current capital markets insights and strategic alternatives for the lodging industry.
 
Moss Adams sponsors Northwest Hotel Investment Forum
May 12, 2011 – Steve Duffy, Managing Director, participates in the inaugural 2011 Northwest Hotel Investment Forum in Seattle, WA that was attending by 60-70 lodging executives.
 
Steve Duffy at ULI Edge Development Council
May 11, 2011 – Steve Duffy, Managing Director, panelist speaking to ULI members regarding the current and potential capital markets environment for community development and homebuilding.
 
Steve Duffy in The Seattle Times: Economy Based on Real Estate is Bust
April 4, 2011 – Steve Duffy, Managing Director, speaks about how investment in residential housing now is a basis game.
 
Moss Adams sponsors Pacific Northwest Aerospace Association (PNAA) 2011 Conference
February 2011 – Harman Wales, Managing Director of Moss Adams Capital, participates in the 2011 Annual PNAA Conference held in Lynnwood, WA.
 
Harman Wales on Aerospace & Defense Forum: Investment Banker Panel
March 18, 2011 – Harman Wales, Managing Director, participates on a Aerospace & Defense panel where he discusses the current market and what is needed in order to be prepared for a transaction.
 
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, talks about how a large percentage of companies beat analyst expectations in the December quarter and the effects this has on transaction activity.
 
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, discusses how the multifamily apartment market continues to recover fairly rapidly amid a more favorable supply-and-demand ratio.
 
Steve Duffy in The Registry Bay Area Real Estate Journal: Recapitalizing Real Estate
November/December 2010—Steve Duffy, Managing Director, discusses 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.
 
Steve Duffy at the ULI Conference
November 18, 2010—Steve Duffy, Managing Director, moderates a panel of investment firms and banks that discuss what’s really working in commercial real estate finance.
 
Steve Duffy presents at the Moss Adams Long Term Care Seminar
November 16, 2010—Steve Duffy, Managing Director, gives company CFOs an economic overview regarding real estate capital markets, keys to attracting capital, and restructuring debt with an emphasis on healthcare.
 
Richard Anderson at ACG and Moss Adams Seminar: Preparing Your Company For A Sale Transaction
November 9, 2010—Richard Anderson, Managing Director, speaks at a seminar for business owners and executives where he explains the critical issues that can affect any company that is a potential candidate for a liquidity transaction.
 
Richard Anderson at California Fashion Association ‘Economic Crystal Ball’
October 14, 2010—Richard Anderson, Managing Director, participates in a panel where he discusses mergers & acquisitions in the new economy related to the apparel industry.
 
Richard Anderson at K&L Gates & Moss Adams Seminar: Valuation Uncertainty in Today’s M&A Negotiations
July 21, 2010—Richard Anderson, Managing Director, participates in a panel discussing the techniques for getting deals done in the current economic environment.
 
Wiley Kitchell in Moss Adams Food Processing & Agriculture MA Now: Accessing Capital in Today’s Credit-Constrained Environment
July 2010—Wiley Kitchell, Managing Director, discusses the state of the lending market and the steps companies should follow to access capital.
 
Wiley Kitchell in Moss Adams Construction MA Now: Discipline, Patience, and Pragmatism: Construction’s New Fundamentals
July 2010—Wiley Kitchell, Managing Director, addresses the brutal criteria contractors and construction services companies face when in dialogue with financial institutions.
 

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.

Steve Duffy at Albuquerque NAIOP Commercial Real Estate Development Association
May 11, 2010—Steve Duffy, Managing Director, speaks at the NAIOP Distressed Real Estate & Survival Skills conference about “Reading the Signposts of Recovery.”
 
Steve Duffy at California Native American Economic Development Conference
April 2010—Steve Duffy, Managing Director, presentes “Capital Update for Tribal Finance.” 
 
Wiley Kitchell at Santa Rosa Chamber of Commerce Growth & Innovation Forum
April 28, 2010—Wiley Kitchell, Managing Director, addresses 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, moderates the “Receivership and Asset Advisory Amid the Meltdown” panel held by the Bay Area Mortgage Association. 
 
Harman Wales in Investment News: What’s Your Advisory Business Worth?
April 11, 2010—Harman Wales, Managing Director, discusses 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. 
 
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.
 
Steve Duffy in GlobeSt.com: Troubled Asset Cycling May Speed Up
March 22, 2010—Steve Duffy, Managing Director, participates in the panel quoted in this GlobeSt.com article, discussing the alternative solutions troubled owners are seeking in today's real estate market.
 
Wiley Kitchell hosts Heath Care Webinar: Affordable Capital for Health Care Providers
February 2, 2010—Wiley Kitchell, Managing Director, details 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.
 
Steve Duffy at Tribal Gaming Webinar: Securing Credit & Restructuring Debt in Indian Country
January 20, 2010—Steve Duffy, Managing Director, focuses on the issues and solutions facing financing in Indian Country in this Webinar.
 
Steve Duffy at Information Management Forum: Effectively Managing & Negotiating Workouts
January 14, 2010—Steve Duffy, Managing Director, focuses on real estate opportunities and private fund investing from the borrower’s perspective in a panel at the Information Management Network Annual Forum.
 
Steve Duffy at Oregon Long-Term Care Conference: Capital Markets Update
December 15, 2009—Steve Duffy, Managing Director, presents an update to the Construction/Real Estate Steering Committee focusing on the types of markets and ways to survive.
 
Steve Duffy at Puget Sound Controllers Conference: Real Estate Capital Markets Update
December 1, 2009—Steve Duffy, Managing Director, presents a market update and survival tips at the Puget Sound Controllers Conference.
 
Harman Wales at National Financial Advisor Conference: Succession Planning for RIAs
September 9, 2009—Harman Wales, Managing Director, addresses the Capital Analysts annual advisor conference on the topic of succession planning and planning for the sale of an advisory practice.
 
Wiley Kitchell in Healthcare Financial Magazine: Recapitalization in Healthcare Industry
September 2009—Wiley Kitchell, Managing Director, contributes 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.
 
Harman Wales at Oregon Manufacturing & Distribution Conference: Capital Markets Update
July 14, 2009—Harman Wales, Managing Director, addresses the Central Oregon Manufacturing & Distribution Conference on the topic of Capital Market conditions for private companies.
 
Steve Duffy at Northwest Indian Gaming Conference Panel
July 14, 2009—Steve Duffy, Managing Director. participates in the financing panel at the Northwest Indian Gaming Conference.
 
Harman Wales at West Coast Manufacturing & Distribution Conference: Capital Markets Update
June 2, 2009—Harman Wales, Managing Director, addresses the West Coast Manufacturing & Distribution Conference on the topic of Capital Market conditions for private companies.
 
Harman Wales at Pershing M&A Conference: M&A among RIA and Broker-dealers
April 2, 2009—Harman Wales, Managing Director, speaks at a Pershing conference on Mergers & Acquisitions among RIA and Broker-dealers.
 
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.
 
Harman Wales at Financial Planning Association (FPA): Valuation and Sale of Advisory Practices
March 2008—Harman Wales, Managing Director, addresses the Financial Planning Association (FPA) Conference in San Francisco on the valuation and sale of advisory practices.

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