Breakfast Panel – Finding Financing in Difficult Times, Monday, June 14, 2010

[ June 14, 2010, 7:15 am to 9:00 am ]

Bob Baker, President, SBANE, Jamie Grant, Partner, Mirus Capital and Itamar Chalif, XPX member and Founder of Atlantic Capital Solutions, Inc. will be panelists at the June 14 breakfast entitled, “Finding Financing in Difficult Times.” Michael Oleksak will moderate.

Where:  Babson College, Olin Hall Needham/Wellesley Room, Wellesley, MA (Park in the lot next to Knight Auditorium)
Time:  7:15 – 9:00 AM Breakfast will be available. Limited to 80 attendees.
Investment:  Members: $50, Non-Members: $80 (Registrations at the door an additional $15)

Thank you to our Breakfast Sponsor:

 

 

 



Bob Baker – President
Bob Baker, President of the Smaller Business Association of New England has spent over twenty years as business advocate and advisor to small business on tax and capital formation issues that influence their investment behavior. He has arranged public or private financing packages to facilitate growth as both a private and public sector underwriter. Bob sponsored legislative initiatives in economic development and tax policy on Beacon Hill that resulted in the creation and funding of several new Massachusetts development finance agencies.

Itamar Chalif – Founder
You’ve heard the expression “self-made man.” Look it up in the dictionary and you might very well see a photo of Atlantic Capital Solutions Founder Itamar Chalif.

Itamar was a successful management professional in his native country, at one point managing three companies simultaneously.  In 1991 he came to the U.S. to set up his company’s first American office. It was during this time that the Gulf War broke out, leaving his Middle East investor in chaos.  As such, Itamar’s plans evaporated, but despite that setback and knowing very little English, he made the decision to remain in the U.S.

Through hard work and determination, Itamar not only learned a second language but also began a successful career in retail financing and equipment financing.  In 2005, he founded Atlantic Capital Solutions, Inc. (ACS), a financing consulting practice that offers specialized one-to-one service to small business owners who need assistance in procuring financing.  ACS was born from Itamar’s observation that all too often small business owners go directly to financing sources to obtain capital, relying solely on the lender to advocate for them. In addition to helping his clients strategize and secure financing, he empowers them to seize control of future growth decisions.

Itamar is regarded as a leader in the field of small-business financing in his market area. He has been quoted in publications including the Boston Business Journal and has written articles on financing for a number of industry publications.  He is also regularly called upon to be a guest speaker at industry meetings. He conducts a monthly seminar series, “What Every Small Business Owner Should Know about Financing,” held at different locations throughout the region. Itamar has future plans to write a book on the topic of small business financing.

Itamar is a member of a number of organizations throughout the region, including the Exit Planning Exchange, South Shore Chamber of Commerce, and the East Bay Networking Association.  He makes his home in Middleboro with his wife, three children and a dog.

Jamie Grant-Partner
Since joining Mirus in 1997, Jamie Grant has been instrumental in the firm’s growth and in further developing the Family Business Advisory practice. He has a wealth of experience in negotiating, structuring, valuing and closing mergers and acquisitions, financings, restructurings and leveraged buy-outs. Over his career, Jamie has managed over 50 engagements for clients in a variety of industries including: industrial products and services, electronics, manufacturing, capital equipment, business services, information technology and consumer products.

Beyond his transactional work Jamie has been called upon to speak to professional organizations including the American Bankruptcy Institute, MIT Enterprise Forum, CapitalVenue, TMA, MIMC, and a variety of continuing education programs. He has been a resource to the media providing analysis of corporate finance trends, and has been a resource to the Boston Business Journal, Boston Herald, The Daily Deal, The Eagle Tribune, Bankrate, Upside, Board Member Magazine, CNET.com, Mass High Tech and the Austin American-Statesman. He has also served as a consultant or as an expert witness on the valuation of companies and intellectual property.

In addition to representing successful growth companies in mergers, acquisitions and financing transactions, Jamie has represented distressed companies with divestitures, bankruptcy sales, and out-of-court restructurings. He has successfully executed 363 sales and financial restructurings for clients in the U.S. Bankruptcy Courts in Delaware, Connecticut, Maine, New Hampshire, Pennsylvania, Texas, Virginia and West Virginia.

Prior to joining Mirus Capital Advisors, Jamie held management positions with Newmarket Software (now Newmarket International) and Starwood Corporation. He serves as Mirus’ compliance officer and is a Registered Securities Principal holding Series 7, 24 and 63 FINRA certifications. He received his BA from the University of New Hampshire.

Jamie lives on the North Shore with his wife Meg and their two children, where they enjoy skiing, sailing, golf and community activities. He also enjoys live music, restoring antique furniture, and all manner of woodworking projects.

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