Chicago

September 30, 2014

Gerard Bobal, CPA
Partner
WeiserMazars LLP
Jerry has more than 30 years of professional experience providing accounting, audit, and tax services. He has extensive experience in corporate, partnership, and personal tax planning. His experience extends to estate planning and client representation before the Internal Revenue Service and various state tax authorities. Jerry received his BA in Accounting and Economics from Rutgers University and his MS in Taxation from Seton Hall University. He is a member of the American Institute of Certified Public Accountants, a former Board Member of Bishop George Ahr High School, and former Chairman of the Morris County Chamber of Commerce Tax Committee. He is a member of the Tax Council of the New Jersey Chamber of Commerce as well as the Federal and State Tax Committees of the New Jersey Society of Certified Public Accountants. He also serves on the Finance Council of St. Matthew the Apostle Church.
 
Phil Cornies, CPA (TX)
Chief Financial Officer
HUB International Insurance Services
Philip N. Cornies, CPA, CA is the Chief Financial Officer (“CFO”) of HUB International Insurance Services, HUB International Limited’s Texas-based region, headquartered in Fort Worth, Texas. In addition to financial operations Phil oversees all acquisition related activities. Phil began his career with HUB International in 1999 as the CFO of HUB International Ontario Limited in Brampton, Ontario. In 2005, as Chief Administrative Officer (“CAO”), Phil administered the merger of two regions into what is now HUB International Midwest Limited, based in Chicago, Illinois. From late 2006 through July, 2008, Phil was the CAO of another regional hub, HUB International Fortun in Miami, Florida. Prior to joining HUB, Phil began his career with Deloitte and spent 10 years there before leaving as a Senior Manager.
 
John P. Corrigan, JD, MBA, CPA (TX and NY)
Partner
Corrigan & Baker, LLC
John is a founding member of Corrigan & Baker, LLC. He has been practicing law for 24 years and also holds and/or previously held the professional license designations of Certified Public Accountant (CPA), Certified Financial Planner (CFP) and Certified Valuation Analyst (CVA). Combining such professional training with an MBA allows John to look at complex business matters with a different point of view which sets him apart from professionals who may have significant experience in just one discipline. In fact, John is frequently engaged by other legal, accounting, insurance and financial firms to assist on their own client matters needing specific expertise beyond their own capabilities. John utilizes his extensive legal, business, tax and financial experience to concentrate in practice areas including business law, contracts, M&A and formational transactions, executive compensation agreements, corporate, LLC and personal income tax planning and wills, trusts and estates. Over his career, he has represented multi-billion dollar international corporations (public and private) as well as start-up companies and family-owned businesses in a variety of corporate and personal matters. John is a regular author on M&A articles as well as a speaker at annual conferences and webinars on this topic.
 
Rick Dennen
Founder, President, and Chief Executive Officer
Oak Street Funding
Rick Dennen, Oak Street Funding’s founder, president and CEO, has led the company from a business concept in 2003 to the nation’s top insurance lender. In that time, Oak Street has originated thousands of commercial loans worth more than $450 million to the insurance industry. Before Oak Street, Rick was a limited partner of a venture capital firm while serving as the CFO and board member for one of the fund’s investment companies. He was also a senior manager at Deloitte & Touche, serving public and private companies in the financial services and manufacturing industries. A CPA, Rick holds a B.S. degree in Accounting and an M.B.A., both from Indiana University’s Kelley School of Business where he is also an instructor of Venture Capital and Entrepreneurial Finance.
 
Kevin P. Donoghue, CFA, CPA, CIC
Managing Director
Mystic Capital Advisors Group, LLC
Kevin has spent over twenty years in various merger, acquisition and financial consulting roles. Prior to co-founding Mystic Capital Kevin’s background included starting and developing BMG Capital Advisors Group, LLC (a subsidiary of The Hartford), and working for four years with KPMG Peat Marwick. He has a MBA from Boston College and a B.S. in Accountancy from Bentley College. Kevin has earned the Chartered Financial Analyst (CFA) and Certified Insurance Counselor (CIC) designations and is a Certified Public Accountant (CPA). He is a member of the following: New York Society of Security Analysts (NYSSA), CFA Institute, American Institute of Certified Public Accountants (AICPA), Society of Certified Insurance Counselors (SCIC) and the National Center for Employee Ownership (NCEO). Kevin is President, CEO, and a registered representative of Mystic Capital Markets Group, LLC as a General Securities Principal (Series 24), Corporate Securities Limited Representative (Series 62), General Securities Representative (Series 63), and a Limited Representative - Investment Banking (Series 79).
 
Todd Gray
Chief Financial Officer
Oak Street Funding
Todd Gray is the chief financial officer for Oak Street Funding. He has more than 20 years of experience in strategic planning, business development, national account management, investor relations, mergers and acquisitions, finance, financial reporting and treasury activities. In senior level roles such as president, head of personal and commercial Lines, chief financial officer and corporate treasurer, Todd helped a billion‐dollar, publicly‐traded specialty insurance company achieve dynamic growth and profitability in varying markets. Todd’s strong background has included oversight of SEC compliance, capital market initiatives, and corporate reinsurance, as well as marketing, product management and distribution for a nationwide business offering of 20 distinct insurance products across multiple distribution channels. He also played a key role in orchestrating the eventual sale of his previous organization to Munich Re.
 
Lorna L. Gunnersen, CPA, CVA, CPCU, CIC, CRM (IL, TX and NY)
Director
Mystic Capital Advisors Group, LLC
Lorna has spent over fifteen years in various merger, acquisition and financial consulting roles. Prior to co-founding Mystic Capital, Lorna spent two and a half years as Vice President in charge of the Western Region for BMG. Lorna also spent six years in public accounting and was an Assurance Manager in the Insurance Practice at Deloitte & Touche. She is considered one of the premier due diligence resources in the industry. Lorna has a B.S. in Business Administration from Colorado State University, is a CPA, a Certified Valuation Analyst (CVA), a Chartered Property Casualty Underwriter (CPCU) and a Certified Insurance Counselor (CIC). She is a member of the: American Institute of Certified Public Accountants (AICPA), National Association of Certified Valuation Analysts (NACVA), Colorado Society of Certified Public Accountants (COCPA), CPCU Society, and Society of Certified Insurance Counselors. Lorna is a registered representative of Mystic Capital Markets Group, LLC as a General Securities Principal (Series 24), General Securities Representative (Series 63) and Limited Representative - Investment Banking (Series 79).
 
Stan Kinnett II (IL, CA, NY)
Chief Corporate Counsel
AssuredPartners, Inc.
As Chief Corporate Counsel for AssuredPartners, Inc., Stan Kinnett is responsible for the legal process on all acquisitions and oversees the legal aspects of all debt and equity financing transactions. Since 2008, Stan has successfully navigated the legal negotiations and closing on more than 100 acquisitions in the insurance-brokerage industry. Stan began his legal career as a corporate attorney with Fowler White Boggs P.A., working primarily on acquisitions and corporate and securities matters for publicly-traded and privately-held businesses in a variety of industries. Prior to joining AssuredPartners at its inception in 2011, Stan spent three years as in-house Acquisitions Counsel with Brown & Brown, Inc., a publicly-traded national insurance broker. Stan is a licensed property and casualty insurance agent in Florida and an Accredited Adviser in Insurance (AAI).
 
Mathew K. Klossner
Director
Mystic Capital Advisors Group, LLC
Matt is in charge of both Mystic's Northeast Retail Practice and its National Middle Market Practice which focuses on Managing General Agents and Underwriters, Program Administrators, Wholesalers and Specialty Brokerage operations. Prior to joining Mystic Capital in 2001, Matt spent seven years at Merrill Lynch in New York City, where he worked as an Analyst. Matt has a MBA from Columbia University and a B.A. in Economics from Syracuse University. Matt is the Chief Operating Officer and a registered representative of Mystic Capital Markets Group, LLC as a General Securities Principal (Series 24), General Securities Representative (Series 63), and Limited Representative - Investment Banking (Series 79).
 
Benjamin Newman (NY)
Senior vice President, Corporate Development
Marsh & McLennan Agency
Ben Newman is Senior Vice President, Corporate Development of Marsh & McLennan Agency LLC, a subsidiary of Marsh Inc., the world’s leading insurance broker and risk advisor. He joined Marsh & McLennan Agency in December 2009 and is leading the firm’s growth as it builds a national business. Mr. Newman has extensive experience in financial services and insurance. Earlier, with USI Holdings, he served in a variety of leadership roles, including Vice President of Corporate Development during the period in which it grew to become the eighth largest broker in the United States. Before joining Marsh & McLennan Agency, he was Senior Vice President of Operations for USI Affinity. Mr. Newman also has held positions in private equity with Capital Z Partners and in investment banking with Merrill Lynch & Co.
 
Michael O'Connor (CA)
Executive Vice President
HUB International Insurance Services
Michael believes in creating long-term relationships that enrich the lives of those involved. He is in the people business. He provides entrepreneurial insurance professionals the tools and resources to thrive. HUB International Limited is a leading North American insurance brokerage that provides a broad array of property and casualty, life and health, employee benefits, reinsurance, investment and risk management products and services throughout offices located in the United States and Canada. As Mergers and Acquisitions Leader for Hub California, the region has completed 30+ acquisitions in excess of $100mm in annualized revenue. Michael has also helped to manage relationships with Hub’s insurance providers. He has served on national and local advisory boards including United HealthCare, CIGNA, Aetna, Kaiser Permanente, Anthem Blue Cross, Blue Shield of California, and Health Net.
 
Kirsten Petras (TX and NY)
Strategic Markets Operations Manager
Oak Street Funding
Kirsten Petras, Strategic Markets Operations Manager, has a strong understanding of commercial financing for insurance professionals, helping to ensure the funding of many complex, larger loans. Kirsten has over 15 years of experience in the financial services and mortgage industries. Her diverse background with roles in sales management, loan advising and compliance has provided her with great insight into sales, underwriting and account servicing for larger loans. Kirsten, who holds a bachelor's degree in business administration and management from Marian University, has received several sales leadership awards throughout her career.
 
Kevin W. Smith, CPA (IL and CA)
Director
Mystic Capital Advisors Group, LLC
Kevin has spent over fifteen years in various merger, acquisition and financial consulting roles. Prior to co-founding Mystic Capital, Kevin spent a year and a half as Vice President in charge of the Southeast Region for BMG. Kevin also spent six years in public accounting and was a Manager with Ernst & Young where he was a member of the assurance practice, specializing in insurance, and the Entrepreneurial Services Practice. Kevin has a B.S. in Accountancy from Clemson University and is a CPA.
 
Matt Sprang
Senior Vice President and Agency Banking Leader
Westfield Bank
Matt Sprang, the Senior Vice President and Agency Banking Leader for Westfield Bank, has 17 years of commercial banking experience, having spent the last 8 years at Westfield. Matt leads Westfield Bank’s agency team, and has developed an expertise in assisting independent insurance agencies with customized perpetuation, acquisition, and producer financing, as well as premium financing and traditional depository services. Matt earned his B.A. in Business Economics from The College of Wooster, and his M.B.A. in Executive Management from Ashland University.
 
Vaughn Stoll, CPA (CA and TX)
Director of Acquisitions
Brown & Brown Insurance, Inc.
Vaughn has been the Director of Acquisitions at Brown & Brown, Inc. since February 2011.  Additionally, Vaughn has been an integral part of over 80% of Brown and Brown’s acquisitions over the past five years, taking a lead role from inception to due diligence and on through integration.  Vaughn joined Brown & Brown, Inc. as a Regional Financial Officer in 2009. Several months later, he assumed responsibility for financial operations in several Regions, giving him frontline experience with over 60 offices in all the four divisions of Brown & Brown, Inc.; the Retail Division; the Wholesale Division, the Services Division and the Program Division.  Before joining Brown & Brown, Inc., Vaughn worked for a Big 5 Accounting firm and was also the Chief Financial Officer of a small public company in South Florida.
 
Nabeel Tanveer (CA)
Senior Vice President, Strategic Business Development
Aon Affinity
Nabeel is responsible for strategic initiative execution, new business development, institutional account management, development of distribution strategies, and strategic acquisition considerations for Aon Affinity USA & Canada. Nabeel joined Aon in June 2010. Prior to joining Aon, Nabeel spent time on the M&A advisory side of the insurance industry and led strategic business development for a Fortune 25 bank-owned insurance broker. Nabeel graduated with a BA of Economics from the University of Cincinnati and earned an MBA from the University of Minnesota.
 
Paul Vredenburg, CPA, AAI (IL, TX, and NY)
Executive Vice President & Chief Acquisition Officer
AssuredPartners, Inc.
Paul Vredenburg partnered with Jim Henderson and Tom Riley in 2011 to form AssuredPartners, Inc. Paul began his career with Ernst & Young as a tax consultant, focusing on insurance and financial services before spending 11 years in the insurance brokerage industry at Brown & Brown, Inc. and Marsh Berry & Co. in various merger and acquisition roles. During that time, Paul was involved in closing more than 300 transactions. Paul holds a B.B.A. in accounting from the University of Notre Dame and is a Certified Public Accountant as well as an Accredited Advisor of Insurance.
 
Gregory Williams (IL and CA)
Chief Executive Officer
Acrisure, LLC
Gregory L. Williams is an accomplished entrepreneur and business leader who has successfully founded and managed three companies throughout the course of his career. In May 2005, Greg co-founded Acrisure, LLC for the purpose of investing in independent insurance agencies throughout the United States. With a compounded annual growth rate of 58% since inception, Acrisure is now among the top 15 largest privately owned insurance agencies in America. Greg is committed to building on this success by partnering with like-minded professionals who understand and embrace the unique opportunity of Acrisure. Greg has been a Board Adviser to a variety of companies including one of the top five retail design firms in North America; he’s provided expansion consultation for a Hollywood production company that has produced over 60 documentary films for the A&E channel, and; was the lead negotiator for the sale of a technology company to a Midwest Bank. From 1981 to 1990, Greg was a Vice President for Michigan National Corporation (MNC), a $19 billion bank holding company. As a senior executive at MNC, Greg managed the Commercial Sales and Services Group, was a member of the Corporate Marketing Committee and chaired the Corporate Operations Committee.
 
Clark Wormer (IL)
Director of Mergers & Acquisitions
Hub International Insurance Services
Clark Wormer is the Director of Mergers & Acquisitions for HUB International Limited where he is responsible for corporate development for HUB’s entire geographic footprint. This includes oversight of the team responsible for identifying potential targets, developing and negotiating deal structures, analytics and modeling, due diligence and execution of transactions. Since 2005, he has led more than 200 transactions for HUB International totaling more than $700 million in acquisition revenue. Since 2012, Clark has established an acquisition pipeline that has enabled HUB to lead the insurance industry in total deal volume. Clark has also played an integral role in taking HUB private in June 2007 in the $1.9 billion transaction with Apax Partners and Morgan Stanley and then was instrumental in the $4.4 billion recapitalization with Hellman and Friedman in October 2013. Clark is involved with numerous charitable organizations in the Chicagoland area including the founding Chairperson of the Associate Board of the Insurance Industry Charitable Foundation (IICF). Since inception in 2011, the Midwest Division of the IICF has raised in excess of $2,000,000 for various Chicago-based charities including Bears Cares and Lazarus House. Clark was also a founding member of the Advisory Board of Community Support Services, a non-profit organization dedicated to improving the lives of children and adults with developmental disabilities and their families.