NORTHERN VIRGINIA ESTATE PLANNING COUNCIL

Join us for a lively and engaging panel discussion featuring industry experts who will provide their insights on the current state of M&A in the DC area.  Discover how the upcoming election and interest rate environment might impact the future of M&A in both the government contracting and commercial sectors.  We hope you can join us to network with like-minded professionals and to engage in thought-provoking discussions about M&A for the remainder of 2024.

Event Panelists:

Greg Hogan, Managing Director, SC&H Capital

Greg is a Managing Director with SC&H Capital, where he provides merger and acquisition, ESOP advisory, and business valuation services to private company business owners. In his 13 years at SC&H, he is immensely proud of the team they’ve built and the constant teaching that occurs in the SC&H Capital practice — at both the junior and senior levels.

With nearly 20 years of investment banking and business valuation experience, Greg is most passionate about working with business owners who are unfamiliar with the sale process and making them feel completely comfortable with Greg leading them through a transaction.

He has successfully advised buyers and sellers on a wide variety of corporate transactions valued at over a billion dollars over the past decade. In addition to his M&A work, Hogan oversees SC&H’s rapidly growing Employee Stock Ownership Plan practice. The firm’s ESOP practice, which is national in scope, has expanded significantly since Greg founded it.  SC&H’s ESOP team has completed over 100 ESOP transactions, and his expertise in both M&A and ESOP transactions has allowed him to provide clear and unbiased advice to clients about how best to accomplish their goals.

When he’s not with his team or clients, Greg is typically doing one of three things (or a combination of the three): playing golf (he calls Pebble Beach the best course he’s ever played), spending time at the beach, or watching the South Carolina Gamecocks.

His experience spans a wide variety of industries, including:

• Healthcare
• Business & Professional Services
• Manufacturing & Distribution
• Government Contracting

Greg is a frequently sought-after speaker nationwide on ESOPs, valuation, and merger and acquisition topics. He has served as the President of the board for the Maryland chapter of the Association for Corporate Growth (ACG). He is currently the Chairman of the ACG Finance Committee and an active board member of The ARC Baltimore. He is an Accredited Senior Appraiser by the American Society of Appraisers, and a winner of the M&A Advisor’s Emerging Leaders Award.

Greg is a FINRA Registered Investment Banking Representative (Series 79 and 63).

Morgan Higgins, Partner, Blue Delta Capital Partners

Morgan Higgins joined Blue Delta as a Principal in early 2019. In her role, Morgan works closely with each existing portfolio company, and she has a leading role in helping source, invest in, and then scale, new portfolio companies.

Morgan joined Blue Delta from J.P. Morgan Chase, where she served as an Executive Director focused heavily on the Government Services sector. In her role at JPMC, she served as a strategic adviser to her clients. In addition to supporting the local market at JPMC, Morgan also served as a national resource for J.P. Morgan clients across the country working in the Government Services industry.

Morgan holds a bachelor’s degree in Finance and International Business from James Madison University.

Jack Nugent, Partner, Argosy Private Equity

Jack joined Argosy Private Equity in 2002.  Argosy acquires majority control in companies with EBITDA between $3 million and $9 million.  Jack is responsible for developing and assessing investment opportunities, providing strategic management support and monitoring investments.  Jack is also responsible for managing Argosy’s Vice President, Associate and Analyst programs.  Prior to joining Argosy, Jack worked in the Investment Banking division at Lazard Frères & Co. in Manhattan. Prior to Lazard, Jack worked in Investment Banking at Deutsche Banc Alex. Brown in Manhattan.  Jack began his career in Investment Banking at Alex. Brown & Sons in Baltimore, Maryland.  Jack earned his MBA from the Tuck School of Business at Dartmouth College and his Bachelor of Science in Business Administration degree with a major in Finance from Loyola University Maryland.  He received the Arnold F. Adams award for Excellence in Entrepreneurship from the Tuck School at Dartmouth.  He has been Chairman of the Board or a Board of Director on many Argosy investments including Capewell Aerial Systems (aerospace and DoD systems provider), Sussex Wire/Marox Corp (precision manufacturer of medical components) and Thermacore, Inc. (thermal solutions for defense, aerospace and medical).

Chris Pintauro, Managing Director and Regional Director, Bessemer Trust 

In his role at Bessemer Trust, Chris is responsible for Bessemer’s client relationships in the District of Columbia, Maryland, Virginia, and West Virginia, as well as the management of the Washington, D.C., office.

Prior to joining Bessemer, Chris was Vice President at Goldman Sachs, responsible for managing the assets of high-net-worth families and institutional clients. Before that, he served as a flight officer in the U.S. Navy and volunteered to serve with the Army Special Forces in Baghdad. Chris earned various medals and commendations for his time in service.

He volunteers his time with numerous veteran causes.

 Chris earned an M.B.A. from the University of North Carolina and a B.S., with honors, in economics from the United States Naval Academy, where he was a member of the men’s varsity lacrosse team. He holds the Certified Exit Planner Advisor (CEPA) designation. He lives with his wife and four children in the Washington, D.C., area.

Special thank you to our event sponsors, Bessemer Trust and J.P. Morgan Private Bank.

Registration for this event will close at noon (12PM) ET on Monday, June 10, 2024. 

Registration fees are non-refundable.