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Houlihan Lokey Government Services

12th Annual Market Meets Market

Industry Insights & Predictions

Tuesday, May 23, 2017 - Add to calendar
The Ritz-Carlton, Tysons Corner (Map)

Speakers & Panelists

The Art of the (Budget) Deal

David J. Berteau

President and Chief Executive Officer

Professional Services Council

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Mr. Berteau became the President and Chief Executive Officer of the Professional Services Council (PSC) on March 28, 2016. With nearly 400 members, PSC is the premier advocate of and resource for the federal technology and professional services industry. As CEO, Mr. Berteau focuses on legislative and regulatory issues related to government acquisition, budgets, and requirements, helping to shape public policy, lead strategic coalitions, and improve communications between government and industry. PSC’s member companies represent small, medium, and large businesses that provide federal agencies with services of all kinds, including engineering, logistics, operations and maintenance, information technology, facilities management, international development, scientific, and environmental.

Prior to PSC, Mr. Berteau was confirmed in December 2014 as the Assistant Secretary of Defense for Logistics and Materiel Readiness. He managed logistics policy and processes to provide superior, cost-effective, joint logistics support to the entire Department of Defense. He also oversaw the management of $170 billion in Department of Defense logistics operations. Earlier, Mr. Berteau served as Senior Vice President and Director of the National Security Program on Industry and Resources at the Center for Strategic and International Studies (CSIS) in Washington, D.C. His research and analysis covered national security, management, contracting, logistics, acquisition, and industrial base issues.

Mr. Berteau is a Fellow of the National Academy of Public Administration and previously served as an Adjunct Professor at both Georgetown University and the Lyndon B. Johnson School of Public Affairs, a Director of the Procurement Round Table, and an Associate at the Robert S. Strauss Center at the University of Texas. Before he joined CSIS full time in 2008, Mr. Berteau served as a CSIS non-resident Senior Associate for seven years. In addition, he was Director of National Defense and Homeland Security for Clark & Weinstock, Director of the National Security Studies Program and a Professor of Practice at the Maxwell School of Citizenship and Public Affairs at Syracuse University, and Senior Vice President at SAIC. He served a total of 14 years at senior levels in the U.S. Department of Defense under six defense secretaries.

Mr. Berteau graduated with a B.A. from Tulane University in 1971 and received his master's degree in 1981 from the Lyndon B. Johnson School of Public Affairs at the University of Texas.

Transforming Strategies in an Unpredictable Environment

Jean Stack

Managing Director

Houlihan Lokey

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Ms. Stack is a founding member of Houlihan Lokey’s Aerospace•Defense•Government (ADG) Group. Her experience includes working on behalf of industry-leading companies engaged in providing technology and professional services to government organizations. Ms. Stack has closed transactions with industry leaders including Lockheed Martin, Boeing, Harris, and Accenture.

Ms. Stack’s select recent transaction experience includes the sale of Aquilent to Booz Allen Hamilton, PAE to Platinum Equity, Agilex to Accenture, and Acentia to MAXIMUS, as well as divestitures on behalf of Harris, CSC, Leidos, SAIC, and EADS.

In addition to her experience in executing M&A transactions, Ms. Stack has also advised on financing transactions, management and employee buyouts, solvency and fairness opinions, and financial restructuring to the ADG sector.

She is a Board Member and Executive Committee Member of the Northern Virginia Technology Council (NVTC).

Ms. Stack graduated cum laude with a B.A. in Economics from Duke University and studied at the London School of Economics.

Transforming Strategies in an Unpredictable Environment

Timothy R. Garnett

Managing Director

Avascent

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Mr. Garnett is a Founder of Avascent, a strategic management consulting firm focused on the aerospace, defense, and public sector markets, and Head of its Mergers & Acquisitions and Transaction Support practice.

Mr. Garnett provides strategic guidance on buyside and sellside M&A engagements for corporate development teams and financial sponsors focusing on the aerospace, defense, and public sector industries. He evaluates businesses across various stages of their business growth cycle, including capabilities inventories, opportunity gap analyses, M&A candidate screenings, buyside due diligence, sellside positioning, and post-merger integrations. Within each of these service offerings, Mr. Garnett offers unique perspectives on market drivers, business functionality and value propositions, operational dynamics, and financial performance.

During his 18 years with Avascent (and DFI), Mr. Garnett has worked directly with leadership from Fortune 100 companies and leading private equity firms in identifying, evaluating, operating, and exiting transactions. Mr. Garnett and his teams have supported more than 30 transactions per year in the last five years, and have been heavily involved in a variety government services/technology industry headline deals, such as TASC (Engility), EIG (Vencore), Deltek, PAE, and, more recently, Alion, CSRA, Wyle, Camber, IS&GS, Harris IT Services, and a variety of other restructuring and consolidation efforts. Mr. Garnett received the M&A Advisor 40 Under 40 Award in 2013.

Prior to joining Avascent, Mr. Garnett worked in the international institutional finance industry as an Equity Research Editor for Regent European Securities in Moscow. Mr. Garnett graduated Phi Beta Kappa from the College of William and Mary with a B.A. in Political Science.

Transforming Strategies in an Unpredictable Environment

Aaron Myers

Executive Vice President

NextFED

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Mr. Myers is an Executive Vice President with NextFED, where he leads the firm’s M&A-related engagements in the aerospace, defense, and government services markets. He has a decade of experience working on transactions ranging in size from several million to over a billion dollars in transaction value. Mr. Myers joined NextFED in February 2014 and has led more than a dozen M&A engagements for the firm.

Prior to NextFED, Mr. Myers worked for an emerging market private equity fund for two years. He also worked as a management consultant at The Avascent Group, where he led or assisted on nearly 50 M&A related engagements over six years. In addition, Mr. Myers worked briefly for defense contractor SPARTA (now Parsons) and the Africa Bureau of USAID.

Mr. Myers graduated from Georgetown University’s School of Foreign Service with a B.S. in Foreign Service.

Transforming Strategies in an Unpredictable Environment

Kevin Robbins

Managing Director

Wolf Den Associates

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Mr. Robbins is a hands-on executive and experienced industry practitioner who leads by example. He engages stakeholders at every level of a project and facilitates collaborative efforts that significantly exceed the value of their collective individual contributions. Mr. Robbins defines success in terms of outcomes: strategies implemented, transactions completed, and acquisitions successfully integrated.

Mr. Robbins founded Wolf Den Associates to help promising companies grow their service to the federal government through strategic planning, capture and proposal leadership, and M&A support. Since founding Wolf Den in late 2009, he has led its strategic planning practice and developed plans for clients, ranging from small businesses to multibillion-dollar defense conglomerates and covering the entire spectrum of government, delivering industry-leading growth rates. He has supported Wolf Den’s M&A practice, completing billions of dollars of transactions, counseling clients ranging from smaller, cutting-edge technology companies to private equity firms and larger, multibillion-dollar defense primes, with a particular emphasis on candidate identification, strategic rationale, structuring, due diligence, and post-merger integration support.

Mr. Robbins founded Blue Delta Capital Partners to make non-control equity investments in high-growth government technology companies. Blue Delta and Wolf Den share the goal of helping companies in the federal sector accelerate their growth, and Mr. Robbins’ position as a principal investor in an institutional private equity firm gives him a level of insight into and empathy for the unique issues Wolf Den’s private equity clients confront when investing in the federal sector.

As a Senior Principal at SRA International, Mr. Robbins was responsible for strategic planning, mergers and acquisitions, corporate spinoffs, and strategic relationships. During his five-year tenure at SRA, he played a key role in four strategic planning cycles, six acquisitions, and two divestitures. In addition, he also served as SRA’s Small Business Liaison Officer responsible for providing strategic guidance and coordination across all corporate small business activities at SRA.

Before joining SRA, he held a variety of positions in private equity, venture capital, and investment banking at ABS Capital Partners, General Electric’s GE Equity division, and Alex. Brown & Sons. He has an A.B. in Economics from Dartmouth College and is a certified Six Sigma Green Belt. Mr. Robbins serves as Vice Chair of the Associates Board of the Wolf Trap Foundation, is a Director of The Dartmouth Review, and received a 40 Under 40 Award by M&A Advisor.

Federal Market Insights & Predictions

John Song

Managing Director

Houlihan Lokey

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Mr. Song is a member of Houlihan Lokey’s Aerospace•Defense•Government (ADG) Group, the leading M&A advisor to aerospace, defense, government services, and homeland security companies.

As a senior banker within the ADG Group, Mr. Song has a particular focus in working with government services and defense technology companies, covering strategic areas including C4ISR, federal healthcare, and cyber security. Representative transactions include the sale of Aquilent to Booz Allen Hamilton, Oceans Edge Cyber to ManTech, and Novetta Solutions to The Carlyle Group.

Prior to joining Houlihan Lokey, Mr. Song spent several years working in structured finance at firms such as Credit Suisse First Boston, Deutsche Bank, and Bankers Trust.

Mr. Song holds a B.A. from Boston University and an MBA from the University of Chicago.

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