Executive Speaker Series: M&A Deal Lifecycle

Date: Wednesday, February 26, 2020 Time: 4:00 PM - 7:30 PM Location: Pittsburgh, PA

Cohen & Company invites you to our Executive Speaker Series focused on
Preparing & Negotiating for the Purchase of a Business.

Date: Wednesday, February 26, 2020
Time: 4:00 p.m. - 7:30 p.m. | Cocktails to Follow
Location: The Duquesne Club | 325 Sixth Avenue

Arrival, Registration & Networking: 4:00 p.m. - 4:30 p.m.
Program and Q&A: 4:30 p.m. - 6:30 p.m.
Cocktails/Reception: 6:30 p.m. - 7:30 p.m.
 

This interactive panel discussion will share insights and stories from experts on the following topics:

  • How to begin the bid process when identifying a target acquisition and key members of the team; both on buyer and seller side
  • Learn about the elements of a bid process and understand the differences of the financial buyer mindset versus a strategic buyer mindset
  • Due diligence and the right things to consider
  • Deal structure options, including an asset acquisition or a stock acquisition
  • Gain increased awareness of different terms and documents, including CIM, QoE, LOI, Term Sheet and Sales Agreements
  • Governance approvals, legal and statutory considerations, sale economics and fairness opinions
  • Do’s and Don’ts of the process; disputes that may arise; and what to plan for: the good, the bad and the unexpected

Program Panelists:

  • Bryan Cipoletti, President, Guardian Protection
  • David Lowe, Managing Shareholder and Director, Sherrard, German & Kelly P.C.
  • Dale Killmeyer, Managing Director, Stone Pier Capital Advisors, L.P.
  • Justin Thomas, Partner, Cohen & Company, Transaction Services
  • Josh Lefcowitz, Partner, Cohen & Company, Valuation Services (Moderator)
     

 

Please Save the Date for the remaining program:

March 24, 2020. 

Pittsburgh Penguins Giveaway

After each program, Cohen & Company will randomly select a guest to receive a pair of Penguins Tickets to a future game. Winner must be present.