M&A Source 2021 Virtual Deal Summit

Tuesday, May 25, 2021

The 2021 Virtual Deal Summit is your opportunity for education, connection, and deal-making with the best of the lower middle market this summer! Join M&A Source for an exciting Keynote speaker and deal-packed 4-hour deal event preceded by educational opportunities to hone your skills and close bigger deals.

Member Rate

$250

Nonmember Rate

$350

Private Equity Group Rate

$950

Schedule at-a-glance

Monday, May 17

Tuesday, May 18

Wednesday, May 19

Thursday, May 20

Monday, May 24

Tuesday, May 25

Awards Ceremony

The M&A Source is proud to announce a set of awards designed to recognize members of the association, private equity firms and sponsors for their extraordinary efforts and to celebrate their success. The awards represent bold and innovative deal makers and PE firms raising the bar for the M&A Source community.

Submit Your Nominations

Deal Market

Designed to connect private equity firms with M&A advisors, the Virtual Deal Market is the place to be to make deals happen. By registering, you’ll be able to:

  • Participate in up to 16 one-on-one private meetings in secure virtual meeting rooms with lower middle market advisors.
  • Book meetings based on your specific deal criteria
  • Network with seasoned advisors and private equity groups

If you are a private equity group (PEG) looking to invest in businesses valued between $5-50 million, make a commitment to participate in the M&A Source Deal Market.

Register
About M&A Source Deal Markets

M&A Source Education

Course #490 – Sell-side Modeling to Maximize Valuation

11:00 AM – 3:30 PM ET

8:00 AM PT
9:00 AM MT
10:00 AM CT

Instructor:

Rick Marchese
Founder and Managing Partner, Lares Loreno Private Capital

Description:

Have you ever wondered if your seller was leaving too much on the table? Or better yet, how much could your buyer really afford to pay and still have a favorable outcome? This course will explore the use of financial modelling to determine the buyer’s ability to pay for an acquisition. We will review the basics of financial modelling: what are the most important parts, how to read the model and what sensitivities to consider. We’ll investigate the importance of capital structure and some of the levers that sellers can use to ensure they are getting the best deal. We will include some interactive Excel exercises, so laptops are recommended but not required.

Rick Marchase

Rick Marchase

Founder and Managing Partner, Lares Loreno Private Capital

Rick is a Singapore-based merchant banker with over 20 years of experience in corporate finance, M&A advisory and private equity. He began his career in investment banking at Donaldson, Lufkin & Jenrette and subsequently spent time at Merrill Lynch and Deutsche Bank. Before entering investment banking, he was in the US Navy. He is also an adjunct lecturer at ESSEC Business School where he teaches graduate courses in M&A. He has an MBA from the University of Chicago-Booth and graduated from the US Naval Academy.

NEW Course #491 – Sell-side Modeling (Part 1)

11:00 AM – 3:30 PM ET

8:00 AM PT
9:00 AM MT
10:00 AM CT

Instructor:

Rick Marchese
Founder and Managing Partner, Lares Loreno Private Capital 

Description:

Forecasting Cash Flow and the Sensitivities Surrounding It

This extended 8-hour Excel-based course will dive into the subject in detail and build off the 4-hour course on Sell-Side Modeling to Maximize Valuation. This course will be done in two sections. The first section will focus on building an integrated cash-flow model. The second section will transform the forecasted cash flow model into a transactional model. Attendance is limited so the instructor can have time personally with every student.

Course Pre-requisite:

Course #490, Sell-Side Modeling to Maximize Valuation

This course focuses on understanding how a buyer looks at the acquisition and gives the student deep insights into the financial matters related to ability-to-pay, both to understand the finances of a deal but also how the dealmaker can influence the outcome.

NEW Course #491 – Sell-side Modeling (Part 2)

11:00 AM – 3:30 PM ET

8:00 AM PT
9:00 AM MT
10:00 AM CT

Instructor:

Rick Marchese
Founder and Managing Partner, Lares Loreno Private Capital

Course #441 – Life Cycle of a Private Equity Deal – Updated Course

11:00 AM – 3:30 PM ET

8:00 AM PT
9:00 AM MT
10:00 AM CT

Instructor:

Lamar Stanley
Director, Gen Cap America

Chris Godwin
Managing Director, Gen Cap America

Description

A Look at How Pegs Review and Model a Deal, Start to Finish

This course will look at how a deal sourced by MAS members is reviewed and analyzed by a Private Equity investor group, and then trace the deal management through its conclusion.  Lamar Stanley will revise the original course created by Heather Madland of Huron Capital.

Lamar Stanley

Lamar Stanley

Director, Gen Cap America

Mr. Stanley joined Gen Cap America in 2016 and serves as their head of business development and deal origination. Previously, Mr. Stanley was with Diversified Trust Company, a Nashville-based wealth management firm where Mr. Stanley worked in their private-equity strategy group. Prior to Diversified Trust Company, Mr. Stanley served as an Intelligence Officer in the United States Navy. He holds a B.A. degree from The University of the South, in Sewanee, TN and an M.B.A. from The University of Chicago.

Chris Godwin

Managing Director, Gen Cap America

Mr. Godwin joined Gen Cap in 2005. Previously, Mr. Godwin was a Vice President with Draupnir LLC, a Chicago based private equity firm focused on middle-market buyout transactions. Prior to Draupnir, Mr. Godwin was a consultant for Arthur Andersen and was an equity research analyst for J.C. Bradford & Co. He holds a B.A. degree from Rhodes College and an M.B.A. degree from the University of Texas at Austin.  Mr. Godwin is also a CFA charter holder.

Course #384 – Opportunities with Distressed Companies

11:00 AM – 3:30 PM ET

8:00 AM PT
9:00 AM MT
10:00 AM CT

Instructor:

Walt Lipski, M&AMI, CBI
Managing Member, Upton Financial Group, LLC

Description:

How a Bad Picture Can Still Prove Profitable

Through the years many practices have found success in dealing with companies under stress, but in need of a transaction. In this updated course, the instructor will look at the basic issues the dealmaker must face navigating the complexities of selling a company that may lack traditional value components, but which may still represent a good transaction opportunity. This course is being revived as practices face businesses seeking a transaction after being hit hard by the Pandemic period. The instructor states, “I’ve made a lot of money through the years dealing with these situations.”

Walter Lipski, M&AMI, CBI

Managing Member, Upton Financial Group, LLC

Walt Lipski is a nationally known figure in mergers and acquisitions of privately held companies. He is a principal in Upton Financial Group, an investment banking firm with offices in Santa Rosa, CA and Scottsdale, Arizona serving entrepreneurs whose companies have $5-100 in annual revenue.

Walt graduated with a bachelor’s degree from the University of Texas El Paso. He has earned a number of professional designations including Mergers and Acquisitions Master Intermediary (M&AMI) and Certified Business Intermediary (CBI), and has held Series 7, 66 and 24 FINRA licenses and is a licensed real estate broker in the State of Arizona.

Course #386: Negotiation Skills in M&A Projects

11:00 AM – 3:30 PM ET

8:00 AM PT
9:00 AM MT
10:00 AM CT

Instructor:

Larry Stevens, CMAP Faculty
Founder and Co-Director, M&A Academy, Coles College of Business, Kennesaw State University

Description:

Getting More of What You Want in Every Deal

This course will explore the subtle but effective methods to influence the outcome of deals. Although often overlooked, effective negotiation can be one of the biggest benefits the advisor can bring to an engagement. This course will cover tried and true methods, as well as real life experiences, provided by an experienced middle market deal maker.

J. Larry Stevens

Founder and Co-Director, M&A Academy, Coles College of Business, Kennesaw State University

Prior to joining the faculty at Coles College of Business, Larry was a partner for 26 years at PricewaterhouseCoopers LLP (PwC), where he led a team of specialists involved in all aspects of mergers & acquisitions, financial due diligence, valuation analysis, and financial and tax structuring. His leadership roles with the firm included serving on the National Corporate Finance Executive Committee and as Partner-in- Charge of Corporate Finance for the Southeast Region.

Larry is on the faculty of the School of Accounting at KSU where he teaches courses in accounting and financial analysis.  Additionally, he frequently consults with middle market companies around their divestiture strategies and advises on the ultimate sale of the business.

Course #450 – M&A Industry Update – Updated Course

11:00 AM – 3:30 PM ET

8:00 AM PT
9:00 AM MT
10:00 AM CT

Instructor:

Monty Walker, CPA, CGMA, CBI
Walker Business Advisory Services

Description:

Key Topics and Trends Year 2021

There is one descriptor not applicable to the M&A Industry and that is —- Static. The M&A Industry is dynamic and constantly moving. Some techniques and approaches stay consistent while others adjust due to tax law changes, the economy and market demand. Entity types alone have a direct impact on planning options. What works for one entity may only partially apply to another entity or not apply at all. Like the M&A Industry, this course is designed to not be static. This course provides education content on subjects of current importance. The course topics adjust each year based on issues impacting businesses and planning issues that can be used to meet and address the needs of businesses and their owners.

Monty Walker, CPA, CGMA, CBI

Walker Business Advisory Services

Monty Walker is a Certified Public Accountant with a diversity of experience in the private, closely held business arena. Monty supports entrepreneurial clients throughout the country, and focuses in the business transfer industry, providing support to small business owners in the areas of business transactions, business structuring and design, business tax planning, and business exit planning. Due to his background in the area of business transfers and business transitions, he is often referred to by his clients and colleagues as a “Business Transaction CPA.”

NEW Course #383 – Early Deal Legal Hygiene

4:00PM – 5:30 PM ET

7:00 PM PT
6:00 PM MT
5:00 PM CT

Instructor:

Jim P. O’Sullivan, Esq. 
Shareholder – Business Solutions/Mergers & Acquisitions, Tiffany and Bosco, P.A.

May Lu, Esq.
Shareholder – Business Solutions Shareholder, Tiffany & Bosco, P.A.

Description:

A wise lawyer once said: “Detailed contract provisions are usually based on the scars of prior clients.”

When your paycheck is largely dependent on “Success Fees” earned for closing client deals, you need a tool bag filled with more than good hunches.  Join our experienced panelists during this lively and interactive 90-minute course, where we will discuss vital strategies to avoid wasting time and money on incapable sellers and unqualified buyers – allowing you to focus on getting your worthy deals done!

Our discussion will spring from the shared experiences and collaborative roles of M&A Intermediaries, CPAs, and Lawyers acting together as a team to guide clients through critical early stage “Deal Hygiene”.  During this course we’ll:

  • Examine the legal significance of non-disclosure agreements (“NDAs”) and letters of intent (“LOIs”) in the early stages of a potential transaction
  • Analyze negotiation strategies and common provisions such as exclusivity and deposits
  • Review the deal termination process and the follow-up in the event the potential transaction is not meant to be
  • Propose practical anticipatory strategies to avoid or lessen litigation risks for crashed negotiations and failed deals

James P. O’Sullivan, Esq.

Shareholder – Business

 Solutions/Mergers & Acquisitions, Tiffany and Bosco, P.A.

For over 30 years, Jim P. O’Sullivan, Esq., has guided businesses and their owners through their most important stages: from business formation to sale transactions, including negotiating and preparing agreements to strategically grow and protect the business, as well as resolving disputes among the owners. Working closely with business owners and collaborating with their other trusted advisors, Jim provides practical, experience-tested solutions in meeting their toughest legal challenges and seizing valuable business opportunities.

May Lu, Esq.

Shareholder – Business Solutions Shareholder, Tiffany & Bosco, P.A.

May Lu, Esq., serves the transactional needs of businesses and their owners by assisting them with business formations and owner agreements of limited liability companies and corporations, joint ventures, mergers and acquisitions, reorganizations (such as domestications and conversions), recapitalizations, succession strategies, general business planning, and other business agreements.  She also provides guidance to businesses concerning disputes among owners and related fiduciary duties.

May was recently selected by her peers for inclusion in the 27th Edition of The Best Lawyers in America© for her work in Corporate Law.  She also has been recognized as one of the Super Lawyers Southwest Rising Stars since 2012 in the area of Mergers and Acquisitions, and she is a member of the American Bar Association’s Mergers & Acquisitions and Middle Market and Small Business Committees.  In September 2020, she was appointed co-Vice Chair of the Middle Market and Small Business Committee for a 3- year term.

Course Information

Course access link and course materials will be available on the Learning Management System

Pricing:

4 hour course $200 member/ $300 nonmember

1.5 hour course $65 member/$165 nonmember

8 hour course $325 member/$425 nonmember

Register for Courses

Virtual Summit Cancellation Policy: All registration cancellations and refund requests must be made in writing no later than May 17th via the Registration Change Request Form. A refund of the full conference fee, minus a $75 administrative fee, will be given for cancellations received by that date. M&A Source regrets that refunds will not be given for no-shows.

M&A Source Course Cancellation Policy: Course registrations are not refundable at any time; however, a credit toward future M&A Source course attendance is applicable for the next conference. If there is a difference in the course price, you will be responsible for the difference at the time of registration. If you would like to cancel OR transfer your course registration, please submit this Registration Change Request Form. Transfers will be charged a $50 administrative fee.

If you have any questions and/or concerns regarding any of the above-mentioned policies, please contact M&A Source Registration via email admin@masource.org.