9th Annual Capital Markets and M&A Update

Jan 26, 2022
7:30 am to 12:00 pm
Golden Valley Country Club
7001 Golden Valley Road
Minneapolis, MN 55427

We are happy to announce our 9th Annual Capital Markets and M&A Update to be held at the Golden Valley Country Club on Wednesday, January 26th. This session will be interactive with questions from the audience, panel members and moderator.


7:30-8 AM:  Hot breakfast, Networking and Registration
8:00-9:30 AM:  M&A and Capital Markets Update (1.5 CPE)
9:30-9:45 AM: Break
9:45-10:45 AM: Tonka Bay Investment in Orange Tree Screening (1 CPE)
10:45–11 AM: Break
11:00 AM - Noon: Dealmakers Panel (1 CPE)

8:00-9:30 AM:  M&A and Capital Markets

Join us for this first session where our panelists will share an overview and insights into the M&A and lending markets and also cover accounting and tax updates to watch for during the M&A process.  Items covered will include private market valuations, deal flow, trends and hot industries, impact of Washington activities on M&A, condition of senior debt markets, availability of debt and terms.  The accounting update will cover key due diligence considerations related to accounting guidance, inflation, and the Pandemic.  

Moderator: Joe Hellman, Transaction Advisory Services Practice Lead, Redpath and Company
Panelists: Ron Miller, Managing Director and Head, CIBC Cleary Gull;
Shani Graber, Principal, Norwest Mezzanine Partners;
John Kammerer, Business Tax Service Area Leader, Redpath and Company

CPE:  1.5

9:45-10:45 AM:  Tonka Bay Investment in Orange Tree 

On February 2, 2021, private equity firm Tonka Bay Equity Partners invested in staffing company Orange Tree Employment Screening LLC.  Tonka Bay’s investment in Orange Tree has accelerated the company’s ability to grow and deliver even more for its customers.  Join us as Tonka Bay and Orange Tree representatives share perspectives related to the deal and their newly formed partnership.

Tonka Bay Equity Partners is a private equity firm that acquires and invests in growth-oriented businesses in the highly-engineered manufacturing, business services and value-added distribution sectors. Tonka Bay Equity Partners was formed in 1998 and is based in Minnetonka, Minnesota.

Orange Tree Employment Screening offers fast and easy background screening services so companies can hire quickly. Orange Tree designs background screening programs and deliveres them with innovative technology, peace-of-mind compliance, and responsive client care. Orange Tree Employment Screening LLC was founded in 1990 and is based in Edina, Minnesota.

Moderator:  Joe Housman, Vice President, Hays Companies
Panelists: Shane Slominski, Partner, Tonka Bay Equity Partners;
Renee Ernste, CEO of Orange Tree;
Brian Kueppers, Board Member of Orange Tree

CPE: 1

11:00 AM–Noon: Dealmakers Panel 

Back by popular demand is our Dealmakers Panel.  Hear about the current local deal environment from a wide variety of perspectives including a family office, traditional private equity firm, an attorney 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, COO/CFO, Boulay Group
Panelists: Sima Griffith:  Managing Principal, Aethlon Capital;
Elizabeth Lilly: Chief Investment Officer, The Pohlad Companies;
Jodi Johnson: Attorney, Moss & Barnett;
Nathan Dey: Entrepreneur and Managing Partner, Saltspring Capital

CPE: 1


CLICK HERE for a printable flyer with bios



Wednesday, January 26, 2022 - 07:30