Buying, Selling and Investing in Private Businesses: David Bernstein of RLS Associates
If you are familiar with M&A deals or simply want to learn more about potentially purchasing/investing or selling a private or small business, join us for an interactive evening seminar with David Bernstein. David is the Principal of RLS Associates, a Wilmington-based private investment bank, where he has been active for 26 years. He is a well-known and trusted merger/acquisition consultant/advisor in the Delaware valley; many Club members engaged in such pursuits know him well. Mr. Bernstein has conducted two successful Club seminars over the years and now returns to the HBS Philly Club to share current trends, developments and valuations that drive successful deals.
With a BA Economics concentrating in Finance from Rutgers College and both a JD and MBA from Widener University, Mr. Bernstein has worked in private sector mergers and acquisitions field since 1988. He has extensive experience in: executing targeted assignments for seller and buyer clients, assisting companies in need of additional capital, and in performing business valuations and serving as an expert witness in business valuations-related matters. Mr. Bernstein became a principal/owner of the RLS firm in 1999 and subsequently became the sole Principal. David is also a private equity investor in multiple businesses and is a co-founder of a private equity group Executive Capital Alliance Partners. Although never actively engaged in practicing law, Mr. Bernstein was admitted to practice law in New Jersey and Pennsylvania. David is an active member of the Association for Corporate Growth, having served on several of its committees. In addition, he has been a guest lecturer and speaker in a number of different forums, including the DVIRC, University of Delaware, Goldey Beacom University and Villanova University. Mr. Bernstein also serves on various for-profit and non-profit boards of directors, and is the recipient of several community service awards.
Location:
Offices of NewCourtland
1845 Walnut Street, 12th Floor (off of Rittenhouse Square)
Philadelphia, PA 19103 (check in with main floor Security per your advance registration)
Note: paid parking available in the garage at the same address or in facilities nearby. Street parking
is also feasible at that hour.
Time: 5:30 pm initially with socializing, appetizers, sandwiches, light drinks, etc. David's discussion will start at approximately 6:15 and conclude no later than 8:00 pm.
RSVP: To RSVP email Andrew Straus astraus@consinfra.com or call 302-377-8632
Cost: Pre-registered members - $25;
Unregistered at the door - $40.
Guests of members and members of invited Alumni clubs - $25.