Flaster Greenberg's Fourth Annual M&A Conference
SPONSORED BY Flaster Greenberg & M&T BANK
Join us as we partner with our colleagues from M&T Bank for Flaster Greenberg’s 4th annual Mergers & Acquisitions half-day conference. Attendees will have the opportunity to network with other professionals in the M&A and middle market industries and make meaningful connections that could prove advantageous for the next deal.
Our esteemed panelists consist of investment bankers, commercial bankers, M&A advisory firms, business brokers, and attorneys.
This program is geared toward accountants, financial advisors, bankers, investors, M&A advisory firms, CFOs, CEOs, business owners/managers/directors, and in-house counsel. CPE and CLE credits will be available.
- What’s trending in M&A?
- Importance of an LOI
- Due Diligence in Preparation for a Transaction
Date and Time
Thursday, January 31, 2024
8:00 a.m. - 1:30 p.m.
Breakfast & Networking: 8:00 – 8:30 a.m.
Conference: 8:30 – 12:00 p.m.
Networking Lunch: 12:00 – 1:30 p.m.
DoubleTree by Hilton
2349 Marlton Pike West
Cherry Hill, NJ 08002
Welcome | 8:30 a.m.
Introductory Remarks by Tami Bogutz Steinberg, Chair, Business & Corporate Department, Flaster Greenberg PC
Session I | 8:40 – 9:40 a.m.
What’s Trending in M&A?
During this session, moderated by Mariel Giletto, Shareholder in Flaster Greenberg's Business & Corporate Department, our panelists will discuss current trends in the market and future forecasting, current deal terms, timing, financing alternatives, earnouts, and more.
- Michael J. Mufson, Founder and Managing Director, Mufson, Howe & Hunter, LLC
- Brian Dettmann, Head of Mergers & Acquisitions Advisory, M&T Bank Corporation
- Third speaker to be announced.
Session II | 9:50 – 10:50 a.m.
Importance of LOIs
During this session, moderated by Alan Zuckerman, Shareholder in Flaster Greenberg's Business & Corporate Department, our panelists will provide a detailed explanation of the terms in a Letter of Intent and common missteps to avoid.
- John C. Simons, Partner, Corporate Fuel Advisors LLC
- Mark Gaeto, Managing Director, Falcon Capital Partners, LLC
- Tony Parisi, Managing Director, Strategic Exit Advisors
Session III | 11:00 a.m. – 12:00 p.m.
Due Diligence in Preparation for a Transaction
During this session, moderated by Lauren Schwimmer, Shareholder in Flaster Greenberg's Business & Corporate Department, our panelists will discuss the financial, operational and legal cleanup, multi-state sales tax issues, among other topics relevant to the preparation.
- Maxwell Heller, Managing Director, Centri Consulting, LLC
- Stephen Oatway, Principal, The DAK Group
- Scott Kozel, Director, Financial Due Diligence, Stout Advisors
Closing | 12:00 p.m.
Concluding Remarks by Steven Poulathas, Co-Managing Shareholder, Flaster Greenberg PC
Luncheon Immediately Following
SPONSORED IN CONJUNCTION WITH: