SAN DIEGO (November 6, 2017) — Signature Analytics is pleased to announce it was selected as a winner for Advisor of the Year 2017. This award acknowledges local middle market mergers and acquisitions professionals who have significantly contributed to the successful sale, expansion or recapitalization of their clients’ companies. This distinction was announced during the annual awards program and ceremony, hosted by title sponsor BNY Mellon Wealth Management and held at the world-renowned La Jolla Institute for Allergy and Immunology on October 26.
“We at Signature Analytics are honored to be recognized by Advisor of the Year for our work in in the community,” says Pete Heald, Chief Executive Officer at Signature Analytics. ”We look forward to continuing to provide this high level of service to our clients.”
Judges assessed winners on their professional contribution in the sale, expansion or recapitalization of their clients’ companies. Judging was ed by John Major, founder and president of MTSG and Broadcom chairman, and Histogen founder and CEO Gail Naughton, both of whom also serve on the board of La Jolla Institute for Allergy and Immunology. Judges also included representatives of UCSD’s Rady School of Management, CSU San Marcos’ School of Business, and the La Jolla Institute, as well as several entrepreneurs who have successfully navigated the M&A process.
“Advisor of the Year is especially proud to announce the winners of this year’s awards,” says Lori Thiel, executive director of Advisor of the Year. “This recognition shines a light on the deserving people behind the impressive deals in San Diego’s M&A community.”
Awards categories included: sell-side representation by an investment banker; sell-side legal representation in a sale to a public and / or private company; sell-side preparation by a CPA; financial and tax strategy; expansion capital advisory by an investment banker and / or attorney; deal facilitator; long-term strategic exit planning; pre-transaction estate planning; buy-side legal representation; buy-side investment banking; special situations advisory; and contribution related to valuation services.
“The awards ceremony represented the culmination of months of work by San Diego’s vibrant M&A community,” says Thiel. “Advisor of the Year looks forward to supporting all the nominees in the coming year through seminars, conferences and primary research.”
The 2017 Advisor of the Year program is sponsored by BNY Mellon in cooperation with Aerospace & Defense Forum; Association for Corporate Growth-San Diego; California State University, San Marcos; Chairmen’s RoundTable, Lavin Center at SDSU, North County Estate Planning Council, STAR; and University of California, San Diego’s Rady School of Management. It is co-sponsored by Best Best & Krieger; BDO; CBIZ; Claiborne Advisors; DLA Piper; Departure; Haskell & White; Henberger; Latham Watkins; LevitZacks CPA; Lindsay & Brownell; Mintz Levin; NFP Insurance Brokerage & Consulting; Objective Capital Partners; Our City magazine; Procopio; ProVisors; RA Capital Advisors; SheppardMullin; Stradling; Torrey Pines Bank; Vantage Point Advisors; W Partners; and Wilson Sonsini. It is produced by MBK Associates.
About Advisor of the Year
Advisor of the Year is a not-for-profit unincorporated community association that hosts an annual awards event to recognize and celebrate local advisors who provide extraordinary service and value to owners of middle market companies in the sale, expansion or recapitalization of their companies. The organization also conducts educational workshops and commissions primary research on business and financial trends that affect advisors and their clients.
About La Jolla Institute
La Jolla Institute for Allergy and Immunology is dedicated to understanding the intricacies and power of the immune system to promote human health and prevent a wide range of diseases. Since its founding in 1988 as an independent, nonprofit research organization, the Institute has made numerous advances leading toward its goal: life without disease®.