SAN FRANCISCO ADVISORY BOARD

SAN FRANCISCO MEMBERS COMPANY/POSITION
San Francisco
Biff Barnard
Barnard/ Montague
Capital Advisors
Partner
John Cecconi
CAC Group
Principal
Larry Colton
G2 Insurance Services
Principal
Mike Delagnes
Delagnes Linder & Duey
Partner
Greg Labagh
Shea Labagh Dobberstein
Director & Principal
Steve Mayer
SD Mayer & Associates, LLP
Founder
Barbara Morrison
TMC Development
CEO
Jeanne Myerson
The Swig Company
President & CEO
Bob Stein
Stein & Lubin 
Partner

 

 

Biff Barnard

Biff Barnard

Founding Partner,
Barnard/Montague Capital Advisors

Barnard/Montague is a boutique investment bank founded in 2009 by Bailey "Biff" Barnard and Jeanne Montague, two of the most respected and experienced middle-market focused investment bankers in Northern California. Biff Barnard has 30 years of experience investing in, lending to, and advising small and middle-market companies. He also has in-depth marketing and management experience, having founded, run, and served in senior executive positions for two companies. From 2004 through 2009, Mr. Barnard was a partner of Wood Warren & Co., a middle-market focused advisory firm and, from 2000 through 2004, was Managing Director of Caltius Capital Management, a private equity and subordinated debt fund, where he managed the San Francisco office and was responsible for nationwide marketing and transaction origination prior to joining Wood Warren. From 1996 through 1999, he was Senior Vice President of Allied Capital Corporation, where he headed marketing and business development activities in the Western U.S. From 1980 to 1996, Mr. Barnard served as Chairman, CEO, and President of First Capital Corporation, a company he founded and that became one of the most active small business lending institutions in the nation. Mr. Barnard was also one of the founding operating partners of the Rusty Scupper restaurant chain in the early 1970s. He served on the Advisory Council of the San Francisco Federal Reserve Bank from 1993 through 1999, as its Vice Chairman in 1996 and as its Chairman from 1997 through 1999. He is Past-President of the San Francisco Chapter of the Association for Corporate Growth (ACG), has served on the Board of Directors of ACG-Global, and has received meritorious service awards from both. He serves on the board of advisors of TS Restaurants, a highly successful chain with locations in Hawaii and California, and is a member of the President's Council of the United Religions Initiative. Mr. Barnard received a B.A. from Stanford University.

John Cecconi

John Cecconi

Founder and Principal (established in 1990)
The CAC Group 

John is one of the leading office building real estate experts on the West Coast. He is currently responsible for the leasing of nearly 3,500,000 square feet in downtown San Francisco and 3,000,000 square feet in Seattle, where CAC opened an office under his direction in February 2007. Throughout his career, John has negotiated over 13 million square feet of lease transactions and has been involved in over $2.0 billion in property sales. John is also a frequent participant on real estate industry panels and his opinion is often sought by both national and local real estate investors and users. John's major landlord clients are Beacon Capital Partners, Lehman Holdings, AEW Capital Management, Equity Office Properties, and Pacific Waterfront Partners. Noteworthy corporate clients include Morrison & Foerster, Keker & Van Nest, Severson & Werson, The RREEF Funds, URS and MD Beauty. John graduated from Loyola Mary Mount University in 1975 with a Bachelor of Science, cum laude, and has a Master of Arts degree from California State University, Los Angeles. After graduation from Loyola, John taught high school for three years in Los Angeles. He began his real estate career in 1978 in commercial lending with Mason McDuffie Co. in Berkeley. In 1980, John joined the San Francisco office of Coldwell Banker (new CB Richard Ellis) where he spent ten years in office leasing and investment sales. John is a member of Lambda Alpha International and NAIOP. He is a regent of the Catholic Cathedral of Christ the Light in the Diocese of Oakland. In 2008, John was appointed a Knight of the Order of Saint Gregory the Great by Pope Benedict the XVI.

Larry Colton

Larry Colton

Partner
G2 Insurance Services

Mr. Colton began his insurance career in 1976 with a well know Bay Area regional brokerage firm, Richard N. Goldman & Company. Over his 30 year career with Goldman Insurance, Mr. Colton, who tends to be restless and curious, began as a life insurance consultant; learned personal lines insurance, became an Employee Benefits specialist and ultimately specialized in handling the commercial insurance needs of his Bay Area clients. During his 30+ years at Goldman, Mr. Colton held a series of management positions and ultimately served as President of Goldman until their sale to Willis Insurance Services in 2002. At Willis Insurance Services he served in the positions of Executive Vice President, President and CEO of Willis California. in 2010 he left Willis to join Fort Point Insurance and Business Professional Insurance Associates. In June 2012 he jointly started G2 Insurance Services to build a firm that reflects excellence and innovation. Mr. Colton was born and raised in San Francisco and has a long history of involvement in the non-profit community. He currently serves on the boards of YMCA San Francisco, Working Solutions and Insight Prison Project. He also serves on the Advisory Boards of Larkin Street Youth Center and Women's Initiative for Self-Employment.

Mike Delagnes

Mike Delagnes

Founder and Partner
Delagnes, Mitchell & Linder LLP, CPA's

A San Francisco based accounting firm specializing in tax and financial matters; Partner, Delagnes & Mitchell Investment Partners (DMIP), syndicator and managing general partner for a number of general partnerships with a concentration in real estate investments in the Western US; and Partner and Founder of Delagnes, Linder & Duey LLP, a San Francisco based law firm focusing principally on personal corporate and Partnership tax matters with a special emphasis on estate planning and real estate. Mike is a San Francisco native and a long time member of the Olympic Club. He is active on a number of for profit and nonprofit boards in the Bay Area and was the co-founder of San Francisco Child Abuse Prevention Society. Mike's education is local as he attended St. Ignatius High School and then went to USF on a baseball scholarship. He received his MBA from the University of San Clara before attending USF Law School.

Greg Labagh

Greg Labagh

Director and Principal
S
hea, Labagh & Dobberstein

Greg has helped Shea Labagh Dobberstein's clients in the areas of tax planning, estate planning, strategic and business planning, and financial oversight for twenty years. Prior to joining SLD he was involved with VISTA and the Peace Corps, and he worked for eight years in private industry. He served as SLD's Managing Principal from 1991 to 1996. Mr. Labagh has been instrumental in making SLD a supportive environment for staff, contributing to the firm's outstanding success in retaining professional personnel.  Mr. Labagh has extensive experience in the area of personal and business tax planning, helping owners of closely-held businesses minimize the total impact of business, personal, and estate taxes. Gregory Labagh is a CPA and a member of the AICPA, the California Society of CPAs, the California Society of CPAs' Committee on Management of an Accounting Practice, the Steering Committee of Financial Review, the Board of the Olympic Club 2000-2003, and the Board of Directors of the Hanna Boys Center. He holds a BA in Business Administration, concentration in Accounting, from San Francisco State University.

Steve Mayer
Steve Mayer

SD Mayer & Associates, LLP
Founder

Mr. Mayer is Founder and Managing Partner of SD Mayer & Associates, LLP (SDM) an accounting, consulting and wealth management firm with offices in San Francisco and San Mateo.SDM offers many of the same services found in other CPA firms( accounting, assurance, tax, consulting), but using a new proprietary technology platform and a business operating model that creates a more seamless proactive approach to helping their clients achieve their business and financial goals.

Prior to that in 1986, Mr Mayer founded Burr Pilger Mayer (BPM)  the largest non-Big 4 full service accounting firm in the San Francisco Bay Area with six offices and 400 employees.  He served as BPM's CEO and Managing Partner for 26 years.

Mr. Mayer sits on the Boards of the San Francisco Chamber of Commerce, Bay Area Council, San Francisco Center for Economic Development,  Riordan High School, and the San Francisco School Alliance Advisory Council.

Mr. Mayer is a member of the American Institute of Certified Public Accountants, the California Society of CPA's  and holds a B.S. in Business Administration and an M.B.A. from UC Berkeley.

He is also a graduate of Leadership San Francisco. Steve is a man of many traditions and annual events, including 37 consecutive years backpacking with friends, 37 of 40 CAL vs. Stanford Big Games, and 37 consecutive Giantís Openers.

Barbara Morrison

Barbara Morrison

Founder and President
TMC Development

A Certified Development Company (CDC) based in San Francisco that has provided real estate financing for over 26 years. TMC specifically offers commercial real estate financing for owner-user buyers utilizing the U.S. Small Business Administration (SBA) 504 loan program.  Clients are successful, growing small and medium-sized businesses located in California and Nevada. Since inception TMC has financed over $4.4 billion for more than 3,000 small businesses.  TMC ranks annually as the largest SBA lender in Northern California, and has been in the top 5 CDCs nationally for over a decade. Morrison is also the Founder and Board President of Working Solutions, an innovative nonprofit organization that assists underserved micro-entrepreneurs with accessing the capital they need to start and grow their businesses. Morrison has served as a Council Member for the City of Belvedere since 2002 and is currently serving a term as Mayor.  Morrison was also Mayor from 2005 to 2006. Morrison previously served as Deputy Director of the Mayor's Office of Economic Development in San Francisco and worked for five years in investment banking.

Jeanne Myerson

Jeanne Myerson

President & CEO (since 1997)
The Swig Company

Headquartered in San Francisco, the Swig Company is a private commercial real estate investment company with more than 74 years of history in ownership, management and development of commercial real estate properties in the United States. The Company's portfolio includes over 9 million square feet of premier office space in major markets; 850 full-service luxury hotel rooms; assorted industrial and credit-leased properties and several development parcels. She was previously president and chief Executive officer of the Bailard, Biehl & Kaiser Real Estate Investment Trust (BB&K REIT), a private REIT with a diversified, national real estate investment portfolio, and before that she worked for NeXT Computer, Inc., of Redwood City, Calif. Ms. Myerson joined NeXT from Metropolitan Life Real Estate Investments, holding positions in Boston, New York City and Northern California where she managed all aspects of real estate investment and finance. Ms. Myerson is on the Board of Directors of NYSE-listed BRE Properties, Inc. where she is chair of its Real Estate Committee and a member of its Nominating and Governance Committee. She is a member of the Urban Land Institute (ULI), Lambda Alpha and REIAC.  Ms. Myerson was recently recognized by the San Francisco Business Times as the Most Admired Private Company CEO in the Bay Area. Jeanne graduated from Grinnell College, with a double major in Anthropology and Spanish and was elected to Phi Beta Kappa in her junior year. She received her Master in City and Regional Planning from Harvard University's School of Design and began her career in the field of community economic development.

Bob Stein

Bob Stein

Founding Partner
Stein & Lubin LLP and Partner, Stein & Lubin

A twenty-eight year-old San Francisco, California law firm with 31 attorneys who practice sophisticated real estate, business, and intellectual property transactions, real estate finance and commercial finance, complex business litigation and arbitration, labor and employment, creditors' rights and bankruptcy law. Over the past 34 years, Mr. Stein's practice has included a broad range of real estate and business matters for a range of clients that extend from the country's largest banks and corporations to individual investors and developers. He represented World Savings and Loan Association in the negotiation and acquisition of its Oakland headquarters, Basin Street Properties in the sale of its North Bay portfolio of office buildings to Equity Office Properties, and organized a group of private investors that acquired Park LaBrea, a 168-acre, residential and retail site on mid-Wilshire Boulevard in Los Angeles and, in the course of that, also negotiated and documented a complex financing structure with NationsBank and Lazard Freres. Additionally, he has represented local developers and investors, who have developed, leased, operated and sold hundreds of thousands of square feet of office, retail and housing within the nine Bay Area counties. Additionally, Mr. Stein has represented hundreds of mid-cap businesses in connection with formation, dissolution, and ownership disputes over the past three decades. He has been involved in representing either the buyer or the seller in connection with the sale of mid-cap businesses with values between $10 million and $100 million in a wide range of industries, including personal services, business consulting, law firms, accounting firms, import-export businesses and food distribution businesses. Among the experience and knowledge that Mr. Stein brings to his transactions is his familiarity with Internal Revenue Code including, particularly, the intricacies of tax-deferred exchanges and reverse exchanges (Internal Revenue Code Section 1031) and is conversant with the advantages and disadvantages of ground leases, lease options, as opposed to immediate acquisitions, all in light of changes affected by Internal Revenue Code as amended in 1986.  He has taught real estate principles and real estate tax at Merritt College in Oakland, California as well lectured to various groups on these subjects.