The September Chapter Meeting will be held on Wednesday, September 10, 2014 at the Doubletree Guest Suites in Plymouth Meeting, PA. The Board of Directors will meet at 5:00 pm; all ASA members are welcome. The general meeting starts at 6:30.
The guest speaker will be Bob Wegbreit, one of three partners in the West Conshohocken firm of GF Data Resources, LLC. GF Data provides valuation data on middle-market transactions backed by private equity. He will talk about “Private Company Valuation Trends: 2014 Mid-Year State of the Lower Middle Market.”
Mr. Wegbreit is a marketing and strategy specialist working in categories of printing and publishing, web-based business solutions, home services and channel distribution. He has a B.S. from Boston University, and was a Senior Vice President of Sales and Marketing for the Dismar Corporation, a national point-of-sale advertising manufacturer.
Bob will discuss proprietary valuation and cost of capital information from GF Data’s mid-year benchmarking reports. The reports, considered among the most reliable, describe completed acquisitions valued between $10-250 million. They include confidential transaction details contributed by over 220 North American private equity firms.
As seating for this talk is limited, please register early for this educational and productive evening which qualifies for 2 hours credit toward ASA reaccreditation.
Dinner is $35 per person for members and guests. Members: Last chance this season to buy the 5 Meeting Plan for $110 – a $65 saving! To pay online with your major credit card or PayPal go to the ASA Philadelphia Members Page, otherwise please make checks payable to ASA Philadelphia Chapter 35. Please RSVP by Friday, September 5, to Executive Secretary Joanne Paciello by mail to 8 Terrace Rd, Plymouth Meeting, PA 19462, email, phone (610-277-1366) or fax (610-277-1366).
SAVE THE DATES. This is the first meeting of the 2014-2015 season. Other meetings, all at the Doubletree, are November 19, January 21 (breakfast) and March 18. A May dinner meeting at a special venue is also planned but not finalized.
Mitchell Caspert, who took his B.S. at Syracuse University and his J.D. at the Thomas Jefferson School of Law. enjoyed a 20-year career supervising the administration of attorneys and legal professionals at two prominent New York City law firms. After 9/11. he returned to the family business, while maintaining his interest in the law and technology.
Mr. Golkow, who holds a B.S. in Economics from the Wharton School of Business and a J.D. from the University of Pennsylvania Law School, has drafted and negotiated many buy-sell agreements, including model buy-sell provisions for Pennsylvania LLCs as a member of the Pennsylvania Bar Association’s PA LLC Forms Committee Task Force. He has also served as an expert witness regarding buy-sell agreements, and is a frequent speaker and lecturer on the topic.
Mr. Mitchell holds a BA from Gettysburg College and an MBA in Finance from LaSalle University. He joined Haverford Capital Advisors in 1998. His professional experience includes a broad range of business valuation and transaction advisory projects with a particular focus on clients in the healthcare industry. He has substantial experience in valuing pathology and clinical laboratories; radiology and imaging centers; and ambulatory surgery centers. 
Mr. Aglira took his B.S. at James Madison University and is enrolled at Villanova for an M.B.A. in 2014. David specializes in valuations for the pharmaceutical, telecommunications, gaming, retail, and heavy manufacturing industries. He has performed valuations related to mergers and acquisitions, financial reporting, corporate restructuring, income tax and tax planning for large and middle market multinational clients across a range of industries.