10th Annual Capital Markets and M&A Update

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

 

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

 

Moderator: Jay Trumbower, CEO, Barton, Walter & Krier CPAs & Business

Advisors

Panelist: Joel Grebenick, Partner, Northern Lakes Capital, L.P.

Panelist: Kiel McElveen, Attorney, Fredrickson & Byron, P.A.

 

 

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

Advisors

 

Sima Griffith: Managing Principal, Aethlon Capital

Emma Gergen: Principal, Carlson Private Capital

Kam Kielhorn: Tonka Bay Equity Partners, LLC