10th Annual Capital Markets and M&A Update

Jun 20, 2023
7:30 am to 12:00 pm
Golden Valley Country Club
7001 Golden Valley Road
Golden Valley, MN 55427


7:30 – 8:00 am | Hot Breakfast, Networking and Registration
8:00 – 9:15 am | M&A and Capital Markets Update
9:15 – 9:30 am | Break
9:30 – 10:30 am | True Story (CEO and Team/Recent Deal)
10:30-10:45 am Break
10:45 – Noon Dealmakers Panel
Session 1 | Capital Markets and M&A Update
Join us for this first session where one of our panelists will share an overview of the debt and equity markets. What is the historical, current and future state of these markets? Another panelist will give us an overview of the M&A marketplace. This includes accounting and tax updates, valuations, deal flow, industry trends, availability of capital and any trends in the due diligence process.
Moderator: Joe Housman, VP-Business Development, Brown & Brown
Panelist: Matt Norris – CIBC
Panelist: Gaurav Ray – BDO Valuation
Session 2 | Deal Story
Moderator: Jay Trumbower, CEO, Barton, Walter & Krier CPAs & Business
Panelist: Joel Grebenick, Partner, Northern Lakes Capital, L.P.
Panelist: Kiel McElveen, Attorney, Fredrickson & Byron, P.A.
Session 3 | Dealmakers Panel
Back by popular demand is our Dealmakers Panel. Hear about the current local deal environment from a wide variety of perspectives including family offices, a traditional private equity firm, and an investment banker. They will share what their firms are seeing and how they differentiate themselves in such a competitive M&A marketplace. Topics will include challenges and opportunities in the M&A market, how and where deals are sourced, financing options and what seller and buyers are looking for in a deal and the latest update on key deal documents.
Moderator: Jay Trumbower, CEO, Barton, Walter & Krier CPAs & Business
Sima Griffith: Managing Principal, Aethlon Capital
Emma Gergen: Principal, Carlson Private Capital
Kam Kielhorn: Tonka Bay Equity Partners, LLC

3.5 CPE Credits Available

Tuesday, June 20, 2023 - 07:30