MARKET SOLUTIONS SERIES: Agilex & the Chertoff Group Provide a State of the Market

Join us TUESDAY OCTOBER 16 for a fascinating discussion of the current state of the homeland and national security markets from both a micro- and macro perspective. Principals from GTSC member and Greater Washington Contractor of the Year Agilex will discuss their success and strategies for success in these markets and the Chertoff Group will discuss the broader market trends, provide case studies of how some firms have navigated the constrained budget environment successfully (why and how) and some examples of those that have not.

Joining us:
Tim Hoechst, Chief Technology Officer, Agilex
Marianne Meins, President, Intelligence, Agilex
Matt Warren, President, Homeland Security, Agilex
Jason Kaufman, Managing Director, The Chertoff Group
Dr. Gary Shiffman, Managing Director, The Chertoff Group

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ABOUT OUR SPEAKERS
Jason Kaufman
Managing Director, The Chertoff Group
Areas of Focus:
· Mergers and Acquisitions
· Private Equity Investments
· Defense Technology
· Government Services
· Cybersecurity
Jason brings to The Chertoff Group over twelve years of investment banking and private equity investing experience, exclusively focused on middle market defense and government services companies. During his career, he has advised on over 50 merger, acquisition, private placement, and corporate divestiture transactions worth over $2.5 billion in deal value. He has advised and closed transactions with many of the leading firms in the defense and government services market, including AECOM Technology Corporation, BAE Systems, The Boeing Company, CSC Corporation, Honeywell International, Lockheed Martin, ManTech International, NCI Information Systems, Raytheon Company, and Veritas Capital. At The Chertoff Group, Jason provides M&A advisory services to the firm’s clients to assist them in achieving their strategic objectives. Prior to joining The Chertoff Group, Jason was a Senior Vice President at BB&T Capital Markets | Windsor Group. He began his career with Jefferies Quarterdeck. Jason received a MBA from the Darden School of Business at the University of Virginia, and a BS from Georgetown University.

Dr. Gary Shiffman
Managing Director, The Chertoff Group
Areas of Focus:
· Terrorism, insurgency, and organized crime
· Border security and facilitation
· Emergency/incident management, institutional resiliency
· Business growth in challenging markets
· Global economic trends and national/homeland security
Previous Government Service:
· Professor, Security Studies, Georgetown University School of Foreign Service (2002 – pres)
· Sr. Vice President, General Manager, L-3 Services Group and L-3 Risk Management Solutions, GS&ES (2006-2009)
· Chief of Staff, U.S. Customs and Border Protection, U.S. Department of Homeland Security (2004-2006)
· National Security Advisor, U.S. Senate (1996-2000)
· U.S. Navy, Gulf War veteran.
Dr. Shiffman brings to the Chertoff Group a deep terrorism/counter-terrorism expertise married with successful P&L experience at a Fortune 200 corporation. A prominent economist, he is well known for his perceptive application of economic insights to business leadership, and national and homeland security. While at L-3, Dr. Shiffman developed a global strategy and associated organizational design for a $4 billion business group to diversify into new security markets, and he turned around a $100M business unit by focusing business structure, processes, and human capital on risk management and resiliency solutions. During his tenure at DHS, Dr. Shiffman led many border security and facilitation policy initiatives, including the Secure Border Initiative Working Group which successfully re-engineered border enforcement and security processes. He also supported the development of the department’s framework for risk management and metrics. Prior government service includes appointment as National Security and Senior Policy Advisor to the leadership of the U.S. Senate, and positions in policy, planning, and operations in the US Department of Defense. He is a decorated combat veteran. Dr. Shiffman earned a B.A. in Psychology from the University of Colorado, Boulder; an M.A. in National Security Studies from Georgetown University; and an M.A. and Ph.D. in Economics from George Mason University. He published Economic Instruments of Security Policy in 2006.

Not just another “Beltway Boutique,” The Chertoff Group has established a global presence beyond our headquarters in Washington, DC with offices now in London, New York and San Francisco. Our global footprint provides our advisors and clients with access to global deal flow and critical centers of gravity in technology, private equity and venture capital, and world trade. By combining world-class deal execution expertise with deep policy insights and global access to key decision makers, The Chertoff Group consistently delivers superior results for our clients. We accomplish this through a relentless focus on our clients’ objectives, level-headed analysis of the markets we serve, and an unrivaled ability to articulate our client’s value proposition to the marketplace.

Tim Hoechst
Chief Technology Officer, Agilex
Tim Hoechst leads Agilex’s research and development of new technology solutions. He represents Agilex with its executive customers and provides counsel on IT issues. Prior to joining Agilex, Mr. Hoechst spent 19 years at Oracle Corporation in a variety of roles. Most recently, he was a Senior Vice President in the Public Sector Division leading the technical professionals that supported Oracle’s Government clients in the United States and Canada. The product and industry experts on his staff helped Public Sector organizations exploit information by designing and building comprehensive information management solutions. Many of their innovations have become part of the Oracle product line and are used extensively by Oracle’s customers throughout the world.
As the Chief Technology Executive for Oracle in the Public Sector, Mr. Hoechst was also a spokesperson for Oracle on technical and industry issues. He has a special talent for describing sophisticated concepts in accessible language. He represented Oracle with customers, at conferences, on Capitol Hill, and in the media. He also sits in an advisory capacity to several Government organizations on science and technology issues.
Mr. Hoechst joined Oracle in 1988 as a consultant and built information systems for many of Oracle’s largest federal customers including the IRS, the VA, the Postal Service, and the Department of Defense. In 1990, he coauthored a book called Guide To Oracle as part of McGraw-Hill’s Database Experts Series. During his career, he has held a variety of technical positions working with development, marketing, sales, consulting, and Oracle internal IT. This breadth of experience has allowed him to develop the technical and social perspectives required to offer practical solutions to those he advises.
Hoechst received his Bachelors Degree in Computer Science from Harvard University.

Marianne Meins
President, Intelligence, Agilex
Marianne Meins brings over twenty-five years of experience in building and leading high growth businesses serving the national security community to her role as President of Agilex’ Intel/Defense Sector business. She has overall responsibility for the Sector’s operations, including business growth, solution development, service delivery and customer satisfaction.
She joins Agilex from Secure Mission Solutions, where she served as Senior Vice President for National Security Initiatives and as Vice President and General Manager for the company’s Systems Engineering and Security Sector business. During her tenure, she secured key accounts with the United States Cyber Command (USCYBERCOM), the Federal Bureau of Investigation’s (FBI) National Gang Intelligence Center and the Joint IED Defeat Organization’s Counter-IED Operations/Intelligence Center (JIEDDO COIC).
Previously, she established the cyber and intelligence business solutions group for Olive Group North America as the company’s Vice President of Intelligent Security Solutions. She has also served with General Dynamics Advanced Information Systems as Director of Engineering for the company’s ISR division, which employed over 2,000 engineers.
She joined General Dynamics following the company’s acquisition of Veridian Corporation, where she served as Managing Director for the company’s Homeland Security line of business. In this capacity, she served on the U.S. Department of Homeland Security’s Infrastructure Protection Transition Task Force, where she supported implementation of the U.S. Computer Emergency Response Team (US-CERT), the National Infrastructure Coordinating Committee (NICC) and the Homeland Security Operations Center’s (HSOC) Intel Cyber cell. She also served on the President’s Critical Infrastructure Protection Board’s Cyber Interagency Working Group, which was responsible for developing the Cyber Information Assurance Implementation Plan as well as the Global Early Warning Information System (GEWIS), which was sponsored by the National Coordinating Center for Telecommunications Information Sharing Analysis Center (Telecom-ISAC).
Ms. Meins holds a master’s degree in Computer Science from George Mason University, a bachelor’s degree in Applied Mathematics/Scientific Programming from the University of California, San Diego, and is a Certified Information Systems Security Professional (CISSP).

Matt Warren
President, Homeland Security, Agilex
Matt Warren is responsible for managing and growing the Justice & Homeland Security sector business at Agilex. Since joining the company in 2008, Mr. Warren has led a number of strategic initiatives within the Department of Homeland Security (DHS) that have measurably improved the department’s operational performance. He also leads Agilex’ relationship with the Department of Justice (DoJ).
Mr. Warren joined Agilex from Oracle Corporation, where he led the company’s strategic sales initiative for the federal civilian sector, including the Departments of Homeland Security, Justice and State. Previously, he held responsibility for the company’s DHS account and he managed Oracle’s business relationship with the Department of the Treasury prior to that. While at Oracle, Mr. Warren was named the company’s top sales representative within the public sector and he also received the Annual Achiever awards for exceeding quota for eleven consecutive years.
Mr. Warren began his career with GTSI, where he was the reseller’s top performing inside sales representative. He received his Bachelor of Arts degree in Communications from the Virginia Polytechnic Institute and State University.
Founded in March 2007, Agilex Technologies, Inc. (Agilex) is an employee‐owned professional services firm providing mission and technology consulting, software and solution development, and system integration services. Headquartered in Chantilly, Virginia, Agilex has already delivered significant results for an impressive list of clients throughout federal, state and local government, and within global 2000 corporations.

Recognizing our client’s call for a more solution-focused, outcome-oriented technology partner, we have brought together needed agilityand real-world expertise within a single firm. Hence the name Agilex. This allows us to deliver both innovation and accountability with every engagement.

September 18: Part 2: Subcontracting Agreements: Negotiations & Drafting

In this seminar, a follow up to our session in the fall, Pat McMahon and Kevin Learned of the Reston-based law firm McMahon, Welch and Learned, PLLC will provide you with all the information you need to negotiate a sound Subcontract Agreement, whether from the perspective of a prime contractor or a subcontractor. They will conduct a mock negotiation of selected provisions of a federal services Subcontract Agreement, covering the most frequently negotiated provisions and those most likely to result in future disputes. They will also briefly summarize the role of Non-Disclosure Agreements and Teaming Agreements in the subcontracting process.

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About: J. Patrick McMahon, Partner

Mr. McMahon has nearly thirty years of experience with a primary focus on representation of companies that offer information technology products and services to the federal government. Mr. McMahon advises corporations and other business entities in connection with all aspects of their federal procurement business including contract award and terminations, claims, contract disputes, bid protests, and prime contractor/subcontractor relationships.

About: Kevin R. Learned, Partner

Mr. Learned’s practice focuses on advising clients on general corporate and securities matters, including company formation and governance, buy-sell agreements, operating and stockholder agreements, mergers and acquisitions, private offerings of debt and equity securities (including friends and family, angel, venture capital and private equity investments), corporate divorces and other reorganizations, joint ventures, small business certifications (including 8(a), SDVO, WOSB, HUB Zone and MBE/DBE certifications), executive employment and equity matters, deferred compensation plans, franchise agreements, trademarks, and other commercial contracts and agreements.

Mentor Session July 11: L3 STRATIS

Join us for an exciting look at the homeland and national security market from mentor company L3 STRATIS.

David Ramirez
Senior Vice President & General Manager, Civil Government Solutions
GTSC is proud to welcome David Ramirez to discuss the convergence of the homeland and …Read More

June 7: Government Contracting: Size DOES Matter

New challenges have emerged from the new Small Business Jobs Act, including strict liability for misrepresentation of size. Other issues such as personal conflicts of interest policies, changes in small business size standards, and the constant threat of insourcing continue to frustrate and concern small and mid-sized companies interested in continuing their work in the federal market. Join us for a discussion of how these changes impact you, and how you can prepare and thrive despite them.
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Presented by
Rob Burton, Partner, Venable

About Rob Burton
Robert A. Burton is a nationally-recognized leader in federal procurement who focuses his practice on assisting government contractors navigate the complex and rule-driven procurement process. He also assists contractors with their marketing strategies for selling to the federal agencies. A thirty-year veteran of procurement law and policy development, Mr. Burton served in the Executive Office of the President as Deputy Administrator of the Office of Federal Procurement Policy (OFPP), the nation’s top career federal procurement official. During his seven-year tenure at OFPP, he served as Acting Administrator for more than two years. At OFPP, Mr. Burton prepared policy positions and worked with House and Senate committees on the development of acquisition legislation. He also served as the principal spokesperson for government-wide acquisition initiatives and regulations. Prior to joining OFPP, Mr. Burton spent more than twenty years as a senior acquisition attorney with the Department of Defense, negotiating the resolution of high-profile contract disputes and procurement fraud cases.
Mr. Burton has joined the GTSC as a Strategic Advisor to assist members with contracting procurement and marketing questions and advice.

May 22 Homeland & National Security Outlook: The Chertoff Group

Join us for a discussion of the future of the homeland and national security markets with:

Jason Kaufman, Managing Director

&

Dr. Gary Shiffman, Managing Director

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The Chertoff Group, a GTSC Strategic Partner, joins the Coalition to provide a detailed and informative assessment of the homeland and national security markets.  The briefing will highlight the insights, wise counsel and operational experience of The Chertoff Group’s senior Principals who have served at the highest levels of government in the National Security community and overseen billions of dollars of technology development and acquisition for the US Department’s of Defense, Homeland Security, and Justice, as well as at the National Security Agency, and the Central Intelligence Agency. In addition senior members of our team have held C-suite and P&L level responsibilities at global technology companies such as L-3 Communications and QinetiQ.  Mr. Kaufman and Dr. Shiffman have keen insight into which new technologies are likely to transform the landscape, and our experience allows us to predict which ones may be headed for obsolescence.

 

About Jason Kaufman

Areas of Focus:

  • Mergers and Acquisitions
  • Private Equity Investments
  • Defense Technology
  • Government Services
  • Cybersecurity

Jason brings to The Chertoff Group over twelve years of investment banking and private equity investing experience, exclusively focused on middle market defense and government services companies.  During his career, he has advised on over 50 merger, acquisition, private placement, and corporate divestiture transactions worth over $2.5 billion in deal value.  He has advised and closed transactions with many of the leading firms in the defense and government services market, including AECOM Technology Corporation, BAE Systems, The Boeing Company, CSC Corporation, Honeywell International, Lockheed Martin, ManTech International, NCI Information Systems, Raytheon Company, and Veritas Capital.

 

At The Chertoff Group, Jason provides M&A advisory services to the firm’s clients to assist them in achieving their strategic objectives.  Prior to joining The Chertoff Group, Jason was a Senior Vice President at BB&T Capital Markets | Windsor Group. He began his career with Jefferies Quarterdeck.

 

Jason received a MBA from the Darden School of Business at the University of Virginia, and a BS from Georgetown University.

 

About Dr. Gary Shiffman
Areas of Focus:

  • Terrorism, insurgency, and organized crime
  • Border security and facilitation
  • Emergency/incident management, institutional resiliency
  • Business growth in challenging markets
  • Global economic trends and national/homeland security

Previous Government Service:

  • Professor, Security Studies, Georgetown University School of Foreign Service (2002 – pres)
  • Sr. Vice President, General Manager, L-3 Services Group and L-3 Risk Management Solutions, GS&ES (2006-2009)
  • Chief of Staff, U.S. Customs and Border Protection, U.S. Department of Homeland Security (2004-2006)
  • National Security Advisor, U.S. Senate (1996-2000)
  • U.S. Navy, Gulf War veteran.

 

Dr. Shiffman brings to the Chertoff Group a deep terrorism/counter-terrorism expertise married with successful P&L experience at a Fortune 200 corporation. A prominent economist, he is well known for his perceptive application of economic insights to business leadership, and national and homeland security.

While at L-3, Dr. Shiffman developed a global strategy and associated organizational design for a $4 billion business group to diversify into new security markets, and he turned around a $100M business unit by focusing business structure, processes, and human capital on risk management and resiliency solutions.

During his tenure at DHS, Dr. Shiffman led many border security and facilitation policy initiatives, including the Secure Border Initiative Working Group which successfully re-engineered border enforcement and security processes. He also supported the development of the department’s framework for risk management and metrics.

Prior government service includes appointment as National Security and Senior Policy Advisor to the leadership of the U.S. Senate, and positions in policy, planning, and operations in the US Department of Defense. He is a decorated combat veteran.

Dr. Shiffman earned a B.A. in Psychology from the University of Colorado, Boulder; an M.A. in National Security Studies from Georgetown University; and an M.A. and Ph.D. in Economics from George Mason University. He published Economic Instruments of Security Policy in 2006.

 

 

May 16: Brian de Vallance, Special Counselor to Secretary Napolitano

The GTSC welcomes Brian de Vallance, Special Counselor to Secretary Janet Napolitano & Chief of Staff to Deputy Secretary Jane Holl Lute for a discussion of how DHS is integrating public safety issues among Federal agencies and Federal, State, Local and tribal governments.

About Brian

Brian de Vallance serves as Senior Counselor to Secretary Janet Napolitano and Chief of Staff to Deputy Secretary Jane Holl Lute at the U.S. Department of Homeland Security, where he works on issues relating to integration of public safety issues among the Federal departments and between the Federal and state, local, and tribal governments.  He also served as DHS’s Senior Accountable Officer for the implementation of the American Reinvestment and Recovery Act.  During his career, he has also served on the senior staff of two governors, a mayor, a state Supreme Court chief justice, and U.S. Attorney General Janet Reno, where he worked as the U.S. Department of Justice’s director of intergovernmental affairs and its Federalism officer.  He is a graduate of Brown University and Arizona State University’s College of Law, where he served as the Editor-in-Chief of the law journal.  Brian lives in Alexandria, Virginia, with his wife, Jennifer, and their two sons.

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