Investment Banking Dinner

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Investment Banking Dinner

May 20th, 2025

Paul Marino

SADIS & GOLDBERG LLP

PARTNER

212.573.8158

pmarino@sadis.com

https://www.linkedin.com/in/pamarino/

Paul Marino is a partner in the Financial Services and Corporate groups. Paul focuses his practice in matters concerning financial services, corporate law and corporate finance. Paul provides counsel in the areas of private equity funds and mergers and acquisitions for private equity firms and public and private companies and private equity fund and hedge fund formation.

Paul works on a variety of M&A transactions, including leveraged acquisitions, divestitures of business divisions, going-private transactions, and other strategic acquisitions and dispositions, in the following industries: manufacturing, telecommunications, consumer products, hospitality, healthcare, and technology, among others. His practice also includes joint ventures and general company representation matters.

Paul has represented national and multinational corporations, ranging from telecoms to tech companies, as well as real estate syndication and financial investors and investment advisors. He has also negotiated and structured a number of U.S. domestic and cross-border mergers and acquisitions and joint ventures.

philip.ramacca@dlallc.com

linkedin.com/in/philip-ramaccadla

I have over 31 years of broad business experience, with extensive audit expertise relating to real estate and asset management companies. I have worked extensively with a large variety of real estate clients, including REITs, REOCs, and Private Equity firms.

Throughout my career, I have advised dozens of companies to initially comply with SOX requirements and maintain that compliance is ongoing. I also have extensive audit experience in all categories of real estate and have performed in-depth reviews of the operations of joint venture partners, third-party managed properties, self-managed properties, and hotels.

Joseph Bakutes

DLA, LLC

MANAGING DIRECTOR

joseph.bakutes@dlallc.com

linkedin.com/in/josephbakutes1983

Joseph Bakutes is a seasoned professional with over 16 years of experience in accounting; specializing in guiding companies throughout the corporate lifecycle in matters including US GAAP, Internal / External Audit, Internal Controls, PCAOB Standards Policies and Procedures, System Conversion, Financial Reporting, Treasury, and Financial Risk Management. His experience in guiding organizations through change initiatives allowed him to improve their operational and financial performance, by re-engineering accounting and financial processes, and implementing new reporting and monitoring tools.

Joseph is currently a Managing Director of Accounting Advisory at DLA, LLC. Prior to this, he served as a Senior Director of Accounting with a privately held startup considered a "unicorn", where he implemented and executed new financial reporting policies. Prior to working at this Company, he was an experienced Senior Manager at Deloitte & Touche, LLP.

dfinazzo@tmcapital.com

linkedin.com/in/dylan-finazzo-039437151

VSS CAPITAL PARTNERS

PRINCIPAL

gebhardtm@vss.com

linkedin.com/in/michael-gebhardt-092b984

Jack Hendler

AVALON NET WORTH

CO-CEO

jhendler@avalonnetworth.com

linkedin.com/in/jack-hendler-3a5673a

Gregg@exchangelistingllc.com

linkedin.com/in/gregg-jaclin-a6835b2

Gregg Jaclin is an experienced financial consultant who is particularly knowledgeable in the realm of public equity. He is notably interested in and educated on initial public offerings, or IPOs. When it comes to consulting, Gregg Jaclin values the power of relationships. Building and maintaining strong connections is essential for any business professional, but it is especially imperative for consultants. When Gregg Jaclin is not assisting clients and expanding his portfolio, he enjoys spending time with his family.

akrna@tmcapital.com

linkedin.com/in/andykrna

BERKERY NOYES MANAGING DIRECTOR

martin.magida@berkerynoyes.com linkedin.com/in/martinmagida

Managing Director at Berkery Noyes, an independent investment bank that provides M&A advisory and financial consulting services to middle market companies in the information and technology industries. He brings more than 30 years’ experience, having worked in the investment banking groups of UBS, PaineWebber, and Unterberg Towbin, and the brokerage group of Drexel Burnham. Over the course of his career, he has advised on transactions that total more than $3.5 billion in value.

PFK INVESTMENT BANKING

DIRECTOR

asinesi@pkfib.com

linkedin.com/in/alberto-sinesi-b86531a

PADDOCK CAPITAL MARKETS

CO-FOUNDER & MANAGING PARTNER

jeff@paddockcapitalmarkets.com linkedin.com/in/jeffsolomon1

I work with organizations focused on growth and value creation. I have provided M&A and capital raising advisory work to more than 100 companies in my career, as well as strategic advisory around operational and business development initiatives. I started Paddock Capital Markets with my business partner, Bill Salus, with the goal of combining my investment banking experience from bulge bracket banking, with Bill's extensive industry experience. The end result is a platform, delivering the same great service you would expect from larger banks, but with a focus on the middle market.

Robert.Sutherland@morganstanley.com

linkedin.com/in/robert-sutherland-84031257

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