The M&A Source will be offering a day of workshops on Wednesday, November 17th geared towards educating its membership and inciting advancements in this growing industry. The following topics are currently being developed into workshops for the 17th. We hope to see you in Las Vegas to participate in these discussions.
Pitch it Properly! Working With Pitch Books to Market Opportunities
Moderator: Pat McDonald, CBI Business Group
Panelists: TBD
Yes, the PEG's are doing deals and somehow they aren't looking at what you send them. Maybe it's time to update your pitch book. If you are still presenting your Pitch book like its 1999, then it's time for a "Makeover." This panel of PEG's will go into detail about what draws their attention to an exemplary Executive Summary and/or Pitch Book. What are some of the things you should include on a one or two page summary? How do you create a call to action? What information should the seller provide and how should it be organized? Times have changed, and we as M&A professionals need to "change with the times."
Taking Chips Off the Table With A Minority Recapitalization: A Win, Win Strategy
Moderator: Dora Lanza, Plethora Businesses
Panelists: Matthew Harvey of Prudential Capital, Doug Brosius of PNC Mezzanine Capital, Matt Grossman of Convergent Capital
A minority recapitalization can be incredibly useful when working with business owners or management teams who are apprehensive to sell due to the potential loss of upside (something we all see regularly in today’s market). Join three Private Equity Groups, along with special guest management teams, to discuss background information, pros/cons, live experiences, as well as how to sell, structure, execute, and find a minority recap sponsor.
Obtain Financing in a Tight Credit Market: The Lenders Show Their Hand
Moderator: Mark Hunter, KLH Capital
Panelists: Derek Wong of Celtic Capital - Specialty Lender, Dwayne Hyzak of Main Street Capital – Mezzanine, Doug Rosenthal of Wells Fargo – Senior Lender, Bernie Seigal - SBA Lending Expert
Credit Markets have drastically changed, so let’s hear it from the lenders. This panel features three very different styles of lending that can be used to execute any structure/size of transaction. Hear the panelists discuss current lending markets, current strategies used to close the transaction, and how they see their position within the capital structure changing in the near future.
Closing Deals when the Odds are Against You: Tactical Strategies from the Pros & PEG’s
Moderator: Darrell Arne, Arne & Co
Panelists: Lauren McKibben of PNC Equity Partners, Mark Jones of River Associates, Mark Hunter of KLH Capital
Landmines such as inflated valuation expectations, banks unwilling to lend, or good ol’ “family problems” make it seem as though the decks are stacked against you. Hear from three top Intermediaries and three leading Private Equity groups (6 panelists) as they discuss strategies and techniques to control your luck and navigate the battlefield. Use their “war stories” as ammunition to educate prospective clients towards successfully closing the transaction.
Bridging Buyers’ and Sellers’ Pro Forma Statements to Increase Probability of Closing Deals
Moderator: George A. Petrulis, Kensington Services
Panelists: Walt Lipski, Capital Advice
Full Description will be coming soon.