Webinar: Expert M&A Panel Discussion for Seller Preparedness and Post-closing Considerations in 2021
New Year, New Deals
Join us for a webinar on January 14th featuring five panelists who will discuss pre- and post-closing integration, sourcing deals, the pathway to closing, wealth planning and management considerations:
— Learn about pre- and post-closing best practices for sellers and post-closing integration for buyers.
— Review lessons from 2020 and projections for 2021 regarding sourcing and closing deals from an investment banker’s perspective.
— Learn about pre-closing preparedness and post-closing considerations from a wealth management and financial planning perspective.
Vanessa Davison, Managing Director of Panorama Consulting Group, has been able to achieve radical growth and transformation with her skills in managing turnarounds, managing overall corporate operations, and managing the deployment of capital and resources to achieve corporate performance. She brings a proven management track record with over 20 years of experience in either a COO or CEO capacity leading financial and professional firms through turnarounds and restructures so they can be acquired and grow. Her career has had a strong focus on driving corporate performance with her executive acumen in: aligning programs and policies for corporate performance, managing capital, managing financial and operational restructures, and deploying methodologies to quickly stabilize failing organizations.
As an M&A Advisor, Cassie Dobos is a genuine, curious, and dedicated investment banker, with expertise in developing investment thesis for companies and managing M&A deals over many hurdles. She focuses on business owners that value impact, ambition, and family. At the Forbes M+A Group, Cassie’s team focuses on helping high growth companies navigate the complex process of selling or buying businesses. In managing the ownership transition of a closely held company, the old adage that “the devil is in the details” is widely underestimated. Forbes M+A Group’s diligent scrutiny of all types of deal-making details is a hallmark of the team approaches each ownership transaction process.
Hope Hanrahan’s Wealth Management team at Merrill Lynch has over 60 years combined experience working with business owners, entrepreneurs, corporate executives, and their families. They take a holistic approach to financial planning and investment management, providing sophisticated investment strategies and services. Acting like a small family office, they handle every financial need for the client, helping to mitigate the fears and frustrations that may come with growing or approaching wealth. Hope works with clients in the wealth accumulation stages and those who have outgrown their former relationships. She leverages a platform of superior financial planning analysis tools and investment research, working with clients to optimize their investments, liabilities, and personal banking needs.
Suraya Yahaya, from Khazana, Inc., serves as a Fractional Chief Operating Officer and Integrator for EOS Companies embedded in small and medium sized businesses across a variety of industries. She works with companies in various stages, from start-up to high growth. She also serves as strategic advisor and mentor at several non-profits and entrepreneurial groups on scaling, growing, and setting foundational requirements for long-term traction. With a background in law, regulatory, operational scale, strategic planning, and P&L management, Suraya has worn many hats. This allows her to have a broad view of risks and opportunities for her clients and to custom-create strategies to suit each unique situation. Suraya is an active speaker on the topic of women’s leadership, diversity, and inclusion in the talent pipeline and is committed to giving back to the community and coaching the next generation of leaders.
A Hoosier by birth and Boilermaker by choice, Tierney Aldridge discovered her passion for risk management for high-net-worth families and small businesses while attending Purdue University. With 12 years of industry experience, Tierney understands the value of educating families and businesses, and she empowers them to make the best risk management decisions – whether through risk mitigation or risk transfer to products. An integral part of Denver Agency since 2012, Tierney is a graduate of the AIG Private Client Group University and Chubb’s Advanced Producer School. Tierney is committed and involved in her community through serving as the Treasurer of the Parker Area Chamber of Commerce Board of Directors. Additionally, she continues to stay informed to best assist her families through the Rocky Mountain Estate Planning Council, Heckerling, and STEP.
Becky Stifter is a trusted transactional attorney for high growth company clients with a dedicated practice of serving high growth companies through various company lifecycles, including M&A transactions. Michael Best & Friedrich LLP is a national law firm with a dedicated transactional team representing clients in all types of transactions, including mergers and acquisitions, restructurings, joint ventures, and other partnerships, as well as different types of finance and lending, and derivatives. Michael Best’s transactional team has deep experience with significant transactions, covering every angle from corporate governance and taxation to intellectual property licensing or environmental due diligence.