How We Sold Our Company
July 12 ~ 7:00 a.m. ~ Hyatt Regency La Jolla at Aventine ~ Members FREE; Non-members $50
On July 12th, SDVG’s event “How We Sold Our Company” will feature host Jamie Montgomery of Montgomery & Co., and speakers Bruce Hansen, former CEO of ID Analytics which was acquired by LifeLock, Graham Barnes, who sold Concerro to private equity firm Francisco Partners, and Ken Kalb of Analog Analytics.
Over breakfast and networking, the discussion will focus on these two local businesses that have sold their companies – with insight into how they sold, who they sold to, and what they are doing now.
About our Speakers
James Montgomery serves as chief executive officer at Montgomery & Co and is focused on the strategic growth and direction of the firm. Montgomery & Co. has quickly grown to become one of the leading investment banks with offices in Santa Monica, San Francisco and New York. Mr. Montgomery founded the firm in 1986, and leads the private investment partnerships of the firm.
Mr. Montgomery is a recognized industry expert in high technology industries and markets, and has advised leading global, media, communications, and technology companies regarding industry consolidation, new market entry, divestitures, strategic alliances and capital formation. Mr. Montgomery has also been a seed investor in a range of successful software, technology, internet, biotechnology and communications companies.
Mr. Montgomery is a board member of PhoneFactor and Vantage Media, and a board observer at Mobile Messenger. Mr. Montgomery received his master’s degree in economics from Cambridge University and holds a Bachelor of Arts from the University of California, San Diego.
Bruce Hansen co-founded ID Analytics in March 2002, bringing almost two decades of experience leading companies in the financial services and analytic software markets. Prior to founding ID Analytics, Hansen was President of HNC Software Inc., a $1 billion global provider of analytic software for financial services, telecommunications and healthcare firms to reduce fraud and credit risk. HNC was acquired by Fair Isaac in 2002.
Prior to HNC, Hansen was CEO of the Center for Adaptive Systems Applications (CASA) Inc., a privately-held advanced analytics company that developed analytic software and services for risk, operations and marketing applications within the financial services industry. CASA was acquired by HNC in 2000. Hansen’s previous experience also includes executive roles at Citicorp (now CitiGroup), Automatic Data Processing, Inc. (ADP) and Chase Manhattan Bank (now JP Morgan Chase).
Recognized throughout the industry for his work and leadership, Hansen was named the Ernst & Young’s 2007 Entrepreneur of the Year for San Diego in the Emerging Growth category and named the Los Alamos National Laboratory’s Entrepreneur of the Year in 1998.
Hansen is also a member of the Board of Directors for the San Diego Software Industry Council and the San Diego American Electronics Association (AeA) Technology Board. He holds a BA from Harvard University and an MBA from University of Chicago.
Graham Barnes is former CEO of Concerro, Inc. (previously BidShift, Inc.) a VC-backed, Inc 500/5000 SaaS provider of open shift management, scheduling and incident command software to over 500 hospitals in the healthcare workforce management sector. Based in San Diego, the company merged with API Healthcare in February 2012.
Mr. Barnes was born in England near Liverpool and attended school in London (Imperial College – B.Sc. Eng.) He came to USA in 1980, and traveled to over 30 countries and completed major projects in six countries. He holds an MBA (beta gamma sigma) from Santa Clara University (1989) and became US citizen in 2005. He was CEO of NextWeb, Inc. from 2001-2006, and an Ernst & Young Entrepreneur of the Year finalist in 2005.
Kenneth Kalb has a history of starting and leading successful technology companies. Previous to co-founding Analog Analytics with Tom Buscher, Mr. Kalb was CEO of SearchRev a paid search optimization company. From May of 2006 through August of 2007, Mr. Kalb lead a 500% increase in revenue resulting in the company’s sale to AKQA / General Atlantic in September of 2007 for a 6X return on shareholder value.
In 1998 Mr. Kalb was the founding CEO of Continuous Computing, based in San Diego, California. While there Mr. Kalb lead the company to $72mm in revenue, raised $52mm in capital, completed two acquisitions off of the company’s balance sheet, had development teams in India, China and the US with 450 employees and won multiple awards. Continuous Computing was recently sold in June 2011 for $120 million dollars.
Mr. Kalb won the prestigious Ernst & Young Entrepreneur of the Year award in 2005.
Under his leadership, Deloitte & Touche recognized Continuous Computing on six separate occasions for its rapid growth rate, including winning the San Diego Fast 50 award for being the fastest growing company with a 28,357% increase over a five-year period. In addition, he also won the Fast 500 award for being the 16th fastest growing company in North America. Previous to Continuous Computing, Mr. Kalb was president of Emultek (now eSim), an Israeli simulation tool company, where he doubled revenues and led a successful IPO.
Mr. Kalb has attended American University and New York University Graduate Film School. Originally from New York, Mr. Kalb lives in San Diego.