Jerry Matecun, CBA
Jerry’s financial expertise spans M&A, security analysis and business valuation, as well as investment research and portfolio management. Jerry co-founded Kalydus Asset Advisors and led its research team in all phases of security analysis and risk management. Previously he was a research analyst with Banc of America Securities. Jerry’s M&A background includes dozens of valuations and deals across multiple industries. Jerry holds the Certified Business Appraiser (CBA) credential. He has an MBA in Finance from Golden Gate University and BA from Aquinas College, and he completed Oxford University’s Private Equity program. Jerry has traveled to 27 countries and has studied and taught in Spain and Peru. Jerry is an active Rotarian.
Al Statz, M&AMI, CBA, ASA
Al founded Exit Strategies to help business owners exit right and retire well. Previously Al was president of IDC, a $20M manufacturer of robotic devices for industrial automation. After merging with seven other companies and acquiring an east coast business, IDC was sold to multi-national Danaher Corp (NYSE: DHR). Earlier in his career Al integrated business acquisitions, developed and launched products, led sales & marketing teams and built worldwide distribution channels. Al holds Merger & Acquisition Master Intermediary (M&AMI), Certified Business Appraiser (CBA) and Accredited Senior Appraiser (ASA) designations. He has an MBA from Golden Gate University and a BS in engineering from the University of Wisconsin. Al lives in Sonoma County with his wife and sons. He is active in Rotary International and in his free time you’ll find him somewhere outdoors.