The Phoenix CEO-CFO Group 


Monday, May 21, 2018 from 11:30 AM to 1:15 PM MST

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The Stockyards Steakhouse 
5009 E Washington Street
Phoenix, AZ 85034

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May 21st, 2018 - Lunch & Learn 

Join the Phoenix CEO-CFO Group on Monday, May 21st, 2018 for a "Lunch & Learn" with Dennis Cornelius & Mark Young with CKS Advisors - "M&A - Middle Market Profile" 

Come join the Phoenix CEO-CFO Group for Lunch & Learn where we will be discussing the Arizona M&A Market.  Join us for great discussion and lunch at the Stockyards with your peers.       
About the Presentation:

The presentation is an update on the state of transactions in the middle market, with a focus on Arizona. Mark and Dennis will review general industry trends including private equity activity in both the US and Arizona, 2017 trends, 2018 forecasts, and industries seeing transaction activity in Arizona. They will also help explain the different options a company has including: full buyouts, partial buyouts, recapitalizations as well as growth through acquisition.

Attendees will gain perspective from a very active Arizona investment bank which will better arm those that attend with how they and their companies may wish to take advantage of the current capital markets. 

Bring your questions and let's have an interesting conversation among peers.

About the Speaker(s): 

Dennis Cornelius, Managing Partner CKS Advisors

Dennis Cornelius brings more than 40 years of professional experience in the financial services industry.  Highlights from his impressive career include starting a number of successful financial services firms, including CKS.  Cornelius’ expertise primarily focuses on providing financial advisory services to hundreds of business owners on both sellside and buyside engagements in various industries including:  manufacturing, software, transportation, distribution, food, and advertising. Dennis is registered with FINRA as a Limited Representative – Investment Banking (Series 79) and holds other securities related licenses.

 Mark Young, Managing Partner CKS Advisors

Mark Young brings more than 30 years of corporate finance, business transition and leadership experience to his clients.  His experience includes structuring company sale transactions, complex commercial bank financings, leveraged buyouts, and ESOP financings. Mark has successfully structured, negotiated and closed a wide range of transactions amounting to more than $2 billion in transaction value. Mark is registered with FINRA as a Limited Representative – Investment Banking (Series 79) and holds other securities related licenses.

About the Company:

CKS is experienced in all aspects of mergers and acquisitions, representing and advising both sellers and buyers in a highly confidential manner. We understand what both financial and strategic buyers are seeking and as part of our Value Creation Consulting practice, we work to maximize the return to our Clients in the transition of their business. CKS is a FINRA registered broker dealer.


Registration is required and attendees must meet our Membership and Attendance/RSVP Policies are in effect. Registrations are accepted online and must be completed by Saturday, May 19th, 2018 at Noon. 


2018 Upcoming Events:  Mark Your Calendar

May 10th - "Homerun Networking Event" at Chase Field - Click here to Register

May 21st - "Lunch & Learn" with CKS Advisors & CKS Securities

June 25th - "Lunch & Learn" - TBD

Visit for other great events.

The Phoenix CEO-CFO Group is Sponsored by:
 Gammage & Burnham, Keyser, VincentBenjamin