Past Events

APRIL 2021

VIRTUAL EVENT | LIVESTREAM

This year we hosted the Mid-Atlantic Capital Sources Virtual Forum™ (MACS Virtual Forum) in a virtual format. Our priority was to continue to support businesses by refocusing this event into an eForum for everyone’s safety. Our speakers discussed the economic conditions and the state of the capital markets for those looking to expand or sell their businesses.  They also address the continuing effects of COVID, the impact of government stimulus efforts, and the forecast for 2021.  These were the topics covered:

  • Economic Update: COVID-19, Risk, and Economic Uncertainty
  • State of the Merger & Acquisition Market in 2020
  • Real Estate Capital Markets in 2020
  • Capital Readiness & Optimization

FEATURED SPEAKERS

Vinod Agarwal, Ph.D.

Director of the Economic Forecasting Project; Deputy Director, Dragas Center for Economic Analysis and Policy; and Professor of Economics Strome College of Business Old Dominion University

Laura Markley

Managing Director
NRV

Jay Offerdahl

President
Viking Mergers & Acquisitions

JUNE 2020

VIRTUAL EVENT | LIVESTREAM

This year the Mid-Atlantic Capital Sources Virtual Forum™ (MACS Virtual Forum) was online, as the circumstances surrounding us changed due to the pandemic. The refocused eForum, also known as Mid-Atlantic Capital Sources Virtual Forum, was a condensed event that featured speakers providing guidance and understanding to the still-unfolding business and economic changes due to the COVID-19 pandemic on:

  • Economic Update: COVID-19, Risk, and Economic Uncertainty
  • State of the Merger & Acquisition Market in 2020
  • Real Estate Capital Markets in 2020
  • Capital Readiness & Optimization

FEATURED SPEAKERS

  • Tanner

    Vinod Agarwal, Ph.D.

    Director of the Economic Forecasting Project; Deputy Director, Dragas Center for Economic Analysis and Policy; and Professor of Economics
    Strome College of Business
    Old Dominion University
  • Jay Offerdahl

    President
    Viking Mergers & Acquisitions
  • Andy Proctor

    Principal
    Atlantic Real Estate Capital
  • Scott Upton

    Managing Director
    ICG Capital Securities, LLC
  • Jennifer Vaziralli

    Founder | CEO
    31 Harvest LLC

    NOVEMBER 2019

    SLOVER LIBRARY | NORFOLK, VIRGINIA

    This second edition of the Mid-Atlantic Capital Sources Forum® (MACS Forum)  featured speakers representing various capital sources. They discussed topics such as investment criteria, transaction structures, the investment climate, and other key information necessary for a better understanding of how to find and use the capital for growth and value creation. These were the topics covered:

    • The Business Climate – One Year Later
    • Current Financial Environment
    • How and When to Sell Your Company
    • Non-Traditional Lending
    • Valuation of a Company
    • Considering a Sale? Consider Tax
    • GSE Reform: The Future of Freddie Mac & Fannie Mae

    FEATURED SPEAKERS

    • Julian Baena, MBA, USMC Ret.

      Vice President | Co-Founder
      Legacy Business Advisors
    • Tracy Gregorio

      President
      G2 Ops, Inc.
    • Tanner

      Robert M. McNab, Ph.D.

      Professor
      Strome College of Business
      Old Dominion University
    • Clint Minarik

      Senior Vice President
      Dollar Bank
    • John Richards

      Managing Director
      Berkadia Commercial Mortgage
    • David Siegel

      David Siegel,CPA

      Director, Advisory Services
      Cherry Bekaert, LLP
    • Topping

      Christopher Topping, CFP®

      Moderator
      AVP, Small Business Loan Officer
      504 Capital
    • Scott Upton

      Managing Director
      ICG Capital Securities, LLC
    • Nicholas C. Zagotta

      General Partner
      Jackson Lending, L.P.

      NOVEMBER 2018

      TOWN POINT CLUB, WORLD TRADE CENTER

      The inaugural Mid-Atlantic Capital Sources Forum® (MACS Forum) presented a unique opportunity for business owners, investors, and professionals to hear directly from capital sources, including private equity firms and lenders, regarding their investment goals and directives on the following topics:

      • Investment Banking at Deloitte Corporate Finance
      • Decoding Venture Capital & Private Equity Money
      • Preparing for Debt Financing
      • Opportunity Zone Tax Benefits
      • Watch Your Cash
      • Current M&A Trends in the Defense and Government Middle Market
      • Recapitalization
      • Investment Goals of Family Offices

      FEATURED SPEAKERS

      • eric-andreozzi

        Eric Andreozzi

        Managing Director
        Deloitte Corporate Finance LLC
      • DavisG

        Greg Davis

        Partner
        Cherry Bekaert LLP
      • David Hill

        David Hill

        Principal
        Hill Asset Management
      • pic

        Dr. Patrick L. Huddie

        Partner
        Westbury Group LLP
      • MACS Forum Photo_Malone

        Matt Malone

        Managing Partner
        Succession Capital Partners
      • Markley

        Laura Markley

        Director of Investments
        NRV
      • Mitch

        Mitch Martin

        Senior Managing Director
        The McLean Group
      • Zachary Petry

        Manager of Small Business Lending
        Virginia Community Capital
      • Keith Slattum

        Keith Slattum

        Vice President
        Dollar Bank
      • Tanner

        Jeff Tanner, Ph.D.

        Dean
        Strome College of Business
        Old Dominion University
      • Topping

        Christopher Topping, CFP®

        AVP, Small Business Loan Officer
        Virginia Community Capital
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