Moderator: Andy Jones, Founder & President, Private Equity Info
Bob Wegbreit, GF Data
Nick Coetzee, Axial Market
Covid produced an initial pause in M&A activity and a great deal of uncertainty, followed by a small deal-surge in Q4-2020 and then significant deal flow in 2021. This panel will discuss the current state and near-term outlook for M&A activity.
Moderator: Lamar Stanley, Director, Gen Cap America
Rich Jones, Partner, The Zabel Companies, LLC
Joel Pokorney, CFA, Co-founder and Managing Partner, Forest Lane Capital
Kyle Madden, Partner, KLH
The pandemic has had far reaching impacts and, in many ways, changed the way we do business. In this panel, private equity groups will discuss their experiences operating during the pandemic, as well as discuss the pandemic’s impact on processes, valuations, and strategies. Panelists will also examine the changes to our industry and deal terms that they expect to outlive the pandemic and what they expect going forward.
Jason Salisbury, Director, Cornerstone Business Services, Inc.
Matt Harnett, CAIA, Partner, Tecum Capital
Cheryl Aschenbrener, CPA, National Leader and Partner, Transaction Advisory Services, Sikich LLP
Remember the old days of due diligence? Well, you can forget them. Recovering from the disruption of the pandemic, deals have changed including the tried-and-true due diligence and evaluation processes. From asking the tough questions that were never considered before to increased cyber security and liability concerns to promoting a business that fared poorly (or fared well, considering), our experts will bring the future of due diligence into focus so you can make decisions with confidence.
Moderator: Scott Bushkie, Managing Partner & Founder, Cornerstone Business Services, Inc.
Lisa Riley, PhD, CBI, CM&AP, CBB, Principal/Owner Delta Business Advisors
Bob McCormack, CVA, M&AMI, MBA, Managing Partner, Murphy McCormack Capital Advisors
Al Statz, M&AMI, ASA, President, Exit Strategies Group, Inc.
David Wimer, CBI, M&AMI & Fellow of M&A Source, Founder, Value-Prep Partners LLC
Description: This panel discussion will focus on four of the top M&A source benefits, including Private Equity Info, Vault Rooms, DealRelations CRM, and Vertical IQ. This workshop will be different from Tools of the Trade at past conferences. This time, a “Superuser” of each of the member benefit tool will be on the panel to share their experiences as a customer. They will explain how they use these tools in their M&A practice and how the tool makes their practice more efficient and profitable. The audience will have an opportunity to question the users to see how their own practices might benefit. While this workshop is focused on the benefits members receive, the owners/representatives of the specific member benefit companies will also be available to answer technical questions.
Moderator: Eric Veve, AAMS®, AIF®, Managing Member, The Asset Exchange
Scott Stevens, FVP, SBA Lending, 44 Business Capital
Martin Anderson, Senior Vice President, Webster Bank’s Middle Market Banking Group
Bradley Hardy, Senior Vice President, Enterprise Banker, Connecticut and Western Massachusetts Market, KeyBank
As Eric Veve of The Asset Exchange drives the discussion with two top industry professionals from the lending world, you will learn about the advantages and disadvantages of Lending in the Post Pandemic Environment. Ultimately, this open forum will provide space for a dialog sharing field stories, pitfalls, and changes while discussing the current credit markets, what’s been seen regarding valuations, different types of leverage being utilized, and headwinds with COVID-19.
Josh Welk, Managing Partner, Lancer Capital Management
Description: At our workshop a panel of private equity firms, industry providers and experienced intermediaries will provide insight on how to work efficiently with private equity. We will discuss how important preparation for the initial phone calls, deal vaults, pre market quality of earnings reports, confidential information memo best practices, private equity research, IOI/LOI process, structured sales, profiles (teasers) from both the private equity perspective and from experienced intermediatory perspectives. The goal is we provide the tools for our members to have the best possible outcomes when working with private equity.
All workshops are included in your conference registration.