Executive Speaker Series: M&A Deal Lifecycle

Date: Wednesday, January 22, 2020 Time: 4:00 PM - 7:30 PM Location: Pittsburgh, PA

Preparing & Negotiating for the Sale of Your Business

Cohen & Company invites you to our Executive Speaker Series. 

Date: Wednesday, January 22, 2020
Time: 4:00 p.m. - 7:30 p.m.
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 manage the bid process: selecting the bidder and receiving and negotiating the bids
  • Understanding term sheet basics and complexities; and how to evaluate agreements, and exclusive or nonexclusive considerations
  • Governance approval, legal and statutory considerations, sale economics and fairness opinions
  • Net Working Capital, earnout, GAAP, Indemnification and escrow, Tax Allocation and SALT issues
  • What to plan for: the good, the bad and the unexpected

Program Panelists:

  • Bill Brinkman,Chief Financial Officer, 1 EDI Source, Inc. a division of Epicor
  • David Lowe, Managing Shareholder and Director, Sherrard, German & Kelly P.C.
  • Josh Lefcowitz, Partner, Cohen & Company | Valuation Services (Moderator)
  • Kevin Sargent, Director, Brown Gibbons Lang & Company
 



Please Save the Date for the remaining programs:

February 26, 2020 and 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. 

Please register using the link above. For questions or to RSVP by phone, please email Debbie or call 724.260.8171.