Who We Are

Mike Rosenberry, M&A Advisor - The Delta Group International

Mr. Rosenberry founded The Delta Group International in 1998 for the purpose of representing the private business owner in the sale or capitalization of his or her business. Since its inception, Delta Group has successfully negotiated and completed transaction in manufacturing, distribution and service sectors of printing and direct mail, oil and gas services, B2B service, foodservice and computer industries. They have also successfully represented clients in large commercial real estate transactions.

With over 20 years of sales and marketing experience and an education heavily weighted in finance and business administration, Mr. Rosenberry is uniquely qualified to represent mid-market companies in the sale of their business. As a business owner, he understands the operation of privately owned companies but also has the experience of working in sales and marketing management for several large publicly owned corporation. He is a member of International Business Brokers Association (IBBA), licensed in Real Estate in the State of Louisiana and a graduate of a number of advanced sales training programs. Mr. Rosenberry resides in New Orleans, LA with his wife and two children.

Scott T. Whittaker, Legal Counsel - Stone Pigman Walther Wittmann L.L.C.

Scott T. Whittaker is a member of the law firm of Stone Pigman Walther Wittmann L.L.C., where he chairs the firm's Business Section. He has 20 years of experience in representing clients in a wide variety of mergers and acquisitions transactions, including buying, selling and merging companies, roll-ups, split-ups, and leveraged buyouts. Mr. Whittaker graduated magna cum laude from the Tulane University School of Law, where he was named to the Order of the Coif and served on the Tulane Law Review Board of Editors. He received his undergraduate degree, cum laude, from Tulane University. Mr. Whittaker is a member of the Louisiana State Bar Association and served as Chairman of the governing council of the Section on Corporate and Business Law. He is currently Director of Testing on the Louisiana Supreme Court Committee on Bar Admissions. He is an active member of the Negotiated Acquisitions Committee of the American Bar Association, where he serves as Co-Chairman of the Subcommittee on Recent Judicial Developments, and on the Editorial Committee for the ABA Model Stock Purchase Agreement with Commentary. Mr. Whittaker is also a frequent lecturer and author in the area of business mergers and acquisitions.

Francis O. Bologna, CPA - Wegmann-Dazet & Co. 

Francis O. Bologna, is a Certified Public Accountant and one of the founding partners of his firmWegmann Dazet & Co. CPAs. He has over 30 years experience in dealing with mid-size company CEOs and their business issues. As a founding partner, he is first and foremost a businessman and as such counsels many on the practical aspects of profit improvement, tax planning, purchasing and/or selling businesses. He facilitates CEO groups all over the U.S. with 10 such groups containing between 15 and 20 CEOs who meet three times a year to review their financials, discuss best practices and share their burning issues. Francis is a recognized professional speaker and a member of the National Board of the National Speakers Association. He has authored numerous articles on profit improvement and benchmarking performance. He has written a specialized booklet for CEOs on Tips, Tricks, and Traps of Buying and Selling a Business. He has presented numerous programs on Merger & Acquisition dynamics and issues to Fortune 100 companies for the past several years. He serves and has served on various civic, charitable and university boards. He is the father of five and grandfather of four!

David D. Center, Investment Management Consultant - Equitas Capital Advisors

David D. Center is an Investment Management Consultant for Equitas Capital Advisors, LLC. Equitas is the largest independent investment consulting firm in the state of Louisiana, with over $2 billion in assets under advisement. Mr. Center has almost 10 years of experience in investment related industries. Mr. Center‘s focus is on planning and providing investment solutions for high net worth individuals, family offices, institutions and corporations. Mr. Center has in-depth experience with investment related issues associated with corporate pension plans, 401(k) plans, individual and family office wealth management, tax deferred asset pools and various wealth transfer mechanisms. He has extensive experience working with both individual and corporate clients.

Mr. Center is a CFA (Chartered Financial Analyst) Charterholder, is currently a member of the Chartered Financial Analysts Institute (CFAI) and is the Vice President of the Board of Directors of the Financial Analysts of New Orleans (FANO). He has an undergraduate degree in electrical engineering from Lehigh University in Bethlehem, PA and a masters degree in business administration (MBA) from the Tepper School of Business at Carnegie-Mellon University in Pittsburgh, PA.

 

Copyright (c) 2004, From Work To Wealth, All rights are reserved.                          Web site design by Eideashop Internet Development
HOME | CONTACT USThe Conference | Who We Are | Price & Guarantee | Register | More Info | Our Partners