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Houston Chapter In-Person Event | Business Owner Breakfast - Navigating the M&A Maze: A Guide for Boards and Owners
Calvetti Ferguson/TC Energy Bldg
700 Louisiana St., 1st Floor
Houston, TX 77002
Wednesday, June 26, 2024, 7:00 AM - 9:00 AM CDT
Category: Houston

Business Owner Breakfast - Navigating the M&A Maze: A Guide for Boards and Owners


The diligent consideration of mergers and acquisitions (M&A) as a strategic potential for a private company is imperative, irrespective of the board's current contemplation of such transactions. M&A typically triggers changes in the board's composition. While director responsibilities vary by industry and company, they generally encompass duties of care and loyalty under state law, particularly in the context of M&A. Nevertheless, the strategic expansion of the business through M&A and the realization of an exit predominantly drives returns on investments. 

Our forthcoming discussion will address how the board should effectively manage M&A topics, encompassing potential opportunities and risks, alignment with the current strategy, evaluation of the product portfolio, and determining the current market value of the company and its various units, if separable. 

The board may seek guidance from management and advisors on strategic considerations, the existence of processes for potential acquisitions, risk assessment, capital and cost implications, operational changes post-merger, talent integration, technology infrastructure, cultural blending, and the establishment of monitoring mechanisms to gauge the transaction’s overall success.

M&A transactions offer significant advantages such as cost savings, revenue diversification, access to new technology, talent, and skills, improved financial management, and rapid expansion into new markets and customer bases. The board's adeptness in timely responsiveness and reaction to potential opportunities is pivotal to its success in harnessing the benefits of M&A transactions.

Join our business breakfast program discussing the topic "Navigating the M&A Maze: A Guide for Boards and Owners." on June 26th @ 7:00 AM CT alongside a distinguished panel including Cliff Atherton- Managing Director at GulfStar Group, Ian Reynolds, Managing Partner of Thesis Capital and Ionel Nechiti - CEO & Managing Director of Platform Investment. 


$35 Member Registration
$45 Non-Member Registration


Visitor parking will be validated only in the TC Energy Building garage. The entrance is at the corner of Capitol and Smith streets.   


Thank you to our National Sponsors!

Thank you to our Chapter Sponsors!






   Cliff Atherton
   Managing Director
   Gulfstar Group

Cliff is an investment banker with more than 25 years of experience in corporate finance and 34 years of experience teaching finance at the graduate level. He joined GulfStar in 1995 and has completed numerous corporate finance assignments for business owners. Most of Cliff’s clients are entrepreneur- or family-owned businesses with enterprise values between $25 and $250 million. His transaction experience is split evenly between sales to strategic buyers and recapitalizations with private equity firms. His industry experience includes representing upstream, midstream, and downstream energy service companies and manufacturers, distributors, and industrial services firms. Cliff served on the faculty of Rice University’s Jones Graduate School of Business for 34 years and on the faculty of the University of Houston’s Bauer College of Business for five years (1993 to 1997). Before joining GulfStar, he was managing director of McKenna & Company from 1992 to 1995, president of Emprise Consulting Group, Inc. from 1990 to 1992, and an independent consultant from 1978 to 1990. Cliff earned a Bachelor of Arts from Rice University and Ph.D. and Master of Business Administration degrees from The University of Texas. He is also a CFA® charterholder.

   Ian J.H. Reynolds
Managing Director
   Thesis Capital 


Ian J.H. Reynolds serves as the managing partner of Thesis Capital, a lower middle market investment firm that partners with skilled operators and sellers of US-based firms. Early in his career, Ian worked at numerous startup companies, bringing new products and services to market. His experience includes venture capital, private equity, and significant consulting, advisory, and operational roles within the Energy, Healthcare, and IT industries. Before founding Thesis Capital, Ian worked at Opportune LLP, a leading energy advisory firm based in Houston, Texas. In 2017, Ian acquired and operated his first company, culminating in a successful exit. Shortly thereafter, he served as the head of venture partners at Golden Section Venture Capital, overseeing all advisory activities for portfolio companies. Since he has acquired additional companies through the expanding partnership at Thesis Capital. He has been materially involved in more than ~$15 billion in M&A and restructuring transactions throughout his career. Ian completed a Bachelor of Arts and a Master of Business Administration at the University of Dallas.


   Ionel Nechiti
   CEO & Managing Director
   Platform Investment


With 28 years of energy market-focused experience, Mr. Nechiti has a diverse skill set, including returns generation, profit and loss management, strategic leadership, operational excellence, capital sourcing, angel investing, and advisory expertise. He is known for his ability to build high-performing teams, provide trusted advice to executives, and contribute as a board member by designing and executing strategic plans to drive customer engagement and enhance global organizational growth. He is also active in the energy industry, participating in events as a speaker and influencer across various countries. Mr. Nechiti has worked with EY in the energy, industrial, transportation, infrastructure, technology, and healthcare sectors, holding positions ranging from portfolio management to chief financial and strategy officer. His expertise spans supply chain and materials management, distressed debt and restructuring, investment banking, and investment fund management. Recently, Mr. Nechiti has worked with ARAMCO Ventures, Oil and Gas Climate Institute Ventures, and several entrepreneurs to manage investment portfolios in various capacities with Platform Investment. He has introduced innovation, expanded on alternative energy fuels, drove fundraising initiatives, set up endowments, managed global transactions, prepared strategic business plans, assumed board roles, and participated in industry panels and as a keynote speaker on diverse energy topics. Mr. Nechiti holds an MBA from Rice University. He has received accreditations from various institutions, such as Harvard Business School, Stanford University, the National Association of Certified Valuators & Analysts, the Alliance of Merger & Acquisition Advisors, the Body of Expert Licensed Accountants, and the Private Board Association.

Please Note: Prospects (Non PDA Members) may only attend two events per calendar year.