SAN DIEGO (October 22, 2017) — Pro Back Office is pleased to announce Greg Leiser, Consulting CFO for PBO, has been selected as a finalist for Advisor of the Year 2017. This award acknowledges local middle market mergers and acquisitions professionals who have significantly contributed to the successful sale, expansion or recapitalization of their clients’ companies. Select winners will be invited as featured speakers at subsequent events, including the November Association for Corporate Growth conference “The Deals Behind the Advisor of the Year.”
“I’m honored to be selected as a finalist for this prestigious award,” said Greg Leiser, Consulting CFO for Pro Back Office.
Judges assessed finalists on their professional contribution in the sale, expansion or recapitalization of their clients’ companies. Judging was led by John Major, founder and president of MTSG and Broadcom chairman, and Histogen founder and CEO Gail Naughton, both of whom also serve on the board of La Jolla Institute for Allergy and Immunology. Judges also included representatives of UCSD’s Rady School of Management, CSU San Marcos’ School of Business, and the La Jolla Institute, as well as several entrepreneurs who have successfully navigated the M&A process.
Awards categories include: sell-side representation by an investment banker; sell-side legal representation in a sale to a public and / or private company; sell-side preparation by a CPA; financial and tax strategy; expansion capital advisory by an investment banker and / or attorney; deal facilitator; long-term strategic exit planning; pre-transaction estate planning; buy-side legal representation; buy-side investment banking; special situations advisory; and contribution related to valuation services.
“Though the awards ceremony is the highlight of the evening, the organization is about so much more,” says Thiel. “It’s also an educational institution that coordinates and promotes ongoing M&A seminars and conferences. This fills an important niche in the San Diego business community.”
The 2017 Advisor of the Year program is sponsored by BNY Mellon in cooperation with Aerospace & Defense Forum; Association for Corporate Growth-San Diego; California State University, San Marcos; Chairmen’s RoundTable, Lavin Center at SDSU, North County Estate Planning Council, STAR; and University of California, San Diego’s Rady School of Management. It is co-sponsored by Best Best & Krieger; BDO; CBIZ; Claiborne Advisors; DLA Piper; Departure; Haskell & White; Henberger; Latham Watkins; LevitZacks CPA; Lindsay & Brownell; Mintz Levin; NFP Insurance Brokerage & Consulting; Objective Capital Partners; Our City magazine; Procopio; ProVisors; RA Capital Advisors; SheppardMullin; Stradling; Torrey Pines Bank; Vantage Point Advisors; W Partners; and Wilson Sonsini. It is produced by MBK Associates.
The awards program will be held at the world-renowned La Jolla Institute for Allergy and Immunology on Thursday, October 26 at 5:30 p.m. featuring keynote speakers Jeff Mattfold, former head of M&A for Tyco International; and John Sarkisian, former CEO of SKLZ and Pat & Oscars. Net proceeds from the event will go to the Institute.
About Advisor of the Year
Advisor of the Year is a not-for-profit unincorporated community association 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. The organization also conducts educational workshops and commissions primary research on business and financial trends that affect advisors and their clients.
About La Jolla Institute
La Jolla Institute for Allergy and Immunology is dedicated to understanding the intricacies and power of the immune system to promote human health and prevent a wide range of diseases. Since its founding in 1988 as an independent, nonprofit research organization, the Institute has made numerous advances leading toward its goal: life without disease®.