Executive Speaker Series: M&A Deal Lifecycle Session #1

Date: Tuesday, October 22, 2019 Time: 4:00 PM - 6:00 PM Location: Pittsburgh, PA

Cohen & Company proudly introduces an Executive Speaker Series focused on the M&A Deal Lifecycle. The Series, which consists of five programs, will present an in-depth exploration into the key topics associated with the M&A Lifecycle: Pre-Deal, Deal and Post-Deal. 

Date: Tuesday, October 22, 2019
Time: 4:00 p.m. - 6:00 p.m. | Cocktails to Follow
Location: The Duquesne Club | 325 Sixth Avenue

Our first two sessions will explore pre-deal topics, the third session will focus on the actual deal, and the final two sessions will discuss the often-ignored post-deal integration process, including potential pitfalls.

Our first session will discuss pre-deal planning issues and will focus on a variety of topics including:

  • Corporate governance and its impact on getting a deal done
  • Relationships with the right professionals to help execute
  • Valuation issues – getting to the “right” number
  • When is the right time to start planning
  • Accounting issues – it’s more than just getting the tax return done

Program Panelists:

  • Josh Lefcowitz, Partner, Cohen & Company | Valuation Services
  • Justin Thomas, Partner, Cohen & Company | Transaction Services
  • Chris Brodman, President & Shareholder, Metz Lewis, Brodman, Must, O’Keefe  
  • Jeff Kovacs, Partner,  Cohen & Company | Audit & Attest Services (Moderator)

Please Save the Date for the remaining programs:

November 19, 2019, January 14, 2020, February 18, 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.