Terrence Loughran, CFA
Director, Senior Portfolio Manager
Mr. Loughran joined City National Rochdale in 2007 and has over 25 years of experience in the investment industry. He is responsible for managing Tax-Exempt Fixed Income portfolios for high-net-worth clients.
Prior to joining City National, he was Vice President of municipal bond trading at Southwest Securities, Vice President of municipal bond trading at Fidelity Capital Markets, and a Municipal Bond Marketing Specialist at Merrill Lynch.
Mr. Loughran holds a BA in History from the University of Notre Dame and an MBA from the UCLA Anderson School of Management. Additionally, he holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Orange County.
Len Krick, MBA
Lifetime Certified Business Intermediary
Lifetime Merger & Acquisition Master Intermediary
Len Krick has been a successful business broker in Las Vegas since 2000. He frequently serves as moderator, instructor, and speaker at the International Business Brokers Association conferences and served as a Member of the IBBA Board of Directors and its Education Committee Chair. He holds both the CBI and M&AMI designations and was named "Fellow of the IBBA" for his "Significant Contributions to the Business Brokerage Industry." Len was awarded the Tom West Award for "Enhancing the Public Image of the Business Brokerage Profession." He is the co-founder of the Nevada Business Brokers Association ("NBBA").
Len has over 35 years of experience with both privately held and publicly traded companies, which includes: consulting, negotiating, turnarounds, bond and initial public offerings, operations, and development. Mr. Krick has exceptional expertise in operational analysis, business planning, valuing and packaging businesses for sale. He took two companies public on NASDAQ and served as their President.
William F. Ziprick
Attorney William F. Ziprick’s practice focuses on representing clients in business sales and purchases, contract negotiations, real estate transactions, and counseling both for-profit and non-profit business entities. Attorney Ziprick is a graduate of the UCLA School of Law (1980).
Romin Thomson has been representing businesses in Silicon Valley since 1997. He regularly assists clients with capital-raising transactions, mergers and acquisitions, securities law issues, intellectual property issues, and general corporate matters.
Romin enjoys working with businesses in a wide variety of industries. Prior to joining Sweeney Mason LLP, Romin was an associate attorney with HiTech Law, LLP and Silicon Valley Law Group. Romin is well versed in multi-state entity formation issues and co-authored “How did Delaware Get So Popular?” for the California Business Law Practitioner (Winter 2013) published by the Continuing Education of the Bar, University of California. He is a member of the Executive Committee of the Business Law Section of the Santa Clara County Bar Association, a board member of the Construction Financial Management Association and a member of the California Society of CPAs, Attorneys Bankers and CPAs Committee.
Romin obtained his law degree from the Santa Clara University School of Law in 1997.
Attorney Thomas D. Georgianna is the Managing Attorney of the Civil Litigation and Chapter 11 Bankruptcy Division of Boyd Law. He practices in the area of general business litigation and commercial arbitration. Attorney Georgianna is a graduate of the Brooklyn Law School (J.D. 2001)
Scott is the founder of The Small Business Law Firm, P.C. and has been practicing business law for over 20 years. He has served on the CABB Forms Committee and teaches the CABB 250 Course to keep brokers out of legal trouble. Scott is an FAA certificated pilot with multi-engine and instrument ratings. He is the current President of the 6,000-member Cirrus Owners and Pilots Association.
In 2012, Thom started Peak Development - A marketing firm servicing business brokers. By 2019, Peak had sourced one billion dollars in deals for offices across the US. Thom sold Peak Development to a Midwest-based private equity firm: True North Equity Partners.
While running Peak, Thom helped build one of the largest office groups in the nation - Sunbelt Midwest. This network comprised of MN, WI, IL, and later acquired the Sunbelt in Las Vegas. By the time Thom left, the Minneapolis office alone had 35 agents and was closing over 100 transactions annually. Thom's role included: deal sourcing, recruiting, training, and developing the CRM on Salesforce.com.
Post-sale of Peak in 2019, Thom moved to San Diego to open his own business brokerage office. Calling it California Business Advisors, Thom is replicating the best-in-class strategies developed over the last decade. The market in Southern CA is one of the largest in the US. Thom's primary objective is recruiting talented agents. Thom strongly encourages competition while sharing his own methods, as it makes us all better. Thom has also presented at the IBBA conference.
Andrew Rogerson is a Certified Business Broker (CBB) with the California Association of Business Brokers. He is also a Certified Mergers and Acquisition Professional (CM&AP) and Mergers & Acquisition Master Intermediary (M&AMI) from the M&A Source; their two highest designations. In addition, he is a Certified Business Intermediary (CBI) with the International Business Brokers Association. This allows him to help entrepreneurs that want to value and sell a business or medical practice located in California with a value over $1,000,000.
Matt Currie is CEO of OutFlow - a leading Deal Sourcing company that helps M&A professionals close more deals by securing meetings with their ideal prospects.
OutFlow works with over 150+ M&A Professionals and has verifiably tracked over $500MM in transaction value for their clients.