Anna earned her MBA from the USC Marshall School of Business and a BA in Economics from the University of California Irvine. She holds Series 7, 79, and 24 licenses with FINRA. Anna is an Adjunct Finance Professor at Loyola Marymount University.
CASE STUDIES OF SUCCESSFUL EXITS OF PRIVATELY OWNED COMPANIES
Two case studies of how founders successfully sold their companies at very high valuations in a difficult market: one in media and the other in consumer products industry. Join us for an in-depth discussion of proactive steps these sellers took to increase the value of their company, including mitigating inherent risks.
Discover how thinking out of the box for potential buyers significantly increased the selling price, and how even the appearance of an auction process provided significant leverage in negotiating a materially higher valuation.
- Proactive steps to take in preserving and increasing the value of a company.
- How getting the right advisory team in a timely manner is critical for a successful exit.
- What is the real M&A timeline for an auction, and breaking down the steps.
- How selling a company to a buyer out of its space can result in a higher price.
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EXIT PLANNING IS GOOD BUSINESS STRATEGY
The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.
Meet Anna Halloran Jacob:
Anna has over 25 years experience in investment banking, private equity, and corporate operations. This combination of knowledge and experience allows her to offer to clients unique insights into increasing shareholder value.
As an investment banker at Columbia Capital Securities, Sutro & Co. and Lehman Brothers (NY), she advised CEO’s and boards for middle market and Fortune 500 companies on strategic, financial and operational solutions to maximize shareholder value. Anna worked with clients on strategic growth plans, public and private equity and debt offerings, IPOs, mergers and acquisitions, and fairness opinions, representing over $5 billion in transactions. She counseled companies in the healthcare, consumer, advertising/digital, biotech, retail, software/technology and manufacturing sectors.
As a principal in a $500 million private equity firm, she participated in investments in privately held companies in the healthcare, consumer and technology sectors. Anna also served as Senior Vice President, Corporate Development, for a Fortune 500 financial institution, advising top management on growth strategy and mergers and acquisitions in the insurance, banking and mortgage sectors.
As Chief Operating Officer for a full-service advertising company with over 150 employees, she resolved key human resources and operations issues to accelerate the company’s growth and increase profit margins.