Managing an Effective Transaction Due Diligence Process

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Event Details

When:

September 22, 2020 8:30 AM - 9:30 AM EDT

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Overview

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Due diligence is a critical component of an M&A process, is often performed on a rapid basis, and demands significant time and resources from all individuals associated with the deal. Whether an individual is the business owner, management team member, advisor, service provider, investor, or otherwise, due diligence often comes at a time when a majority of the team has already experienced significant fatigue from the time and effort expended marketing the business. This high pressure due diligence period can make or break a deal if not managed proactively and effectively. Join our panel as we discuss best practices and experiences to ensure that your M&A process wraps up on a high note and gets you or your client to a successful outcome.
 
Registration to open soon. 

Speakers

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Rich Grajewski

Rich Grajewski

Huron Capital
Vice President, Business Development

Rich is responsible for business development and investment sourcing activities, including outreach to deal professionals such as business brokers, investment banks, attorneys, accountants and consultants with particular focus on sourcing Flex Fund opportunities.

Rich has eight years of originating, structuring and executing debt facilities for middle market companies.  Prior to joining Huron Capital, Rich was a middle market lender at 5/3rd Bank managing a portfolio of companies with annual revenues from $20MM to $1Billion.  His responsibilities included originating credit for M&A transactions, M&E purchases, dividend/balance sheet recapitalizations and working capital needs.  Additional responsibilities encompassed presenting investment banking, capital market, institutional investment, wealth management and treasury management solutions to his portfolio while also developing new client relationships.

Education

B.A. in Economics from University of Michigan

M.B.A. from Eastern Michigan University

 

Board Affiliations

Transportation Club of Detroit

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Dustin Hill

Dustin Hill [Moderator]

FINNEA Group
Director

Dustin is a Director at FINNEA Group and has substantial business and financial strategy, corporate finance, and mergers and acquisitions experience. His transaction background is comprised of sell-side M&A advisory transactions, buy-side M&A advisory transactions, and debt and equity capital raise advisory. Prior to joining FINNEA Group, Dustin spent several years with Ernst & Young where he worked in the Financial Advisory group, advising his clients on business and financial strategy through rapid assessments, bench-marking, and business optimization. He has experience across a range of industries including manufacturing, automation, healthcare, energy, technology, industrial products, and business services.

Dustin received his MBA from The University of North Carolina – Chapel Hill and his BSBA with a double major in Finance and Real Estate Development from Central Michigan University. Dustin is also a registered representative of StillPoint Capital and holds the SIE and Series 79 licenses.

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Nevra Kreger

Nevra Kreger, CPA

Plante Moran
Partner

Nevra Kreger serves middle-market private equity-owned organizations throughout the life cycle of the platform company’s investment. She creates value for clients by going beyond compliance to provide tangible recommendations that improve their business and minimize risk. Her expertise includes due diligence, opening balance sheet valuation, purchase price allocation matters, stock options, and other equity-based compensation. She is a member of her Firm’s private equity group leadership team and leads the Firm’s professional services vertical.

Nevra always worked in the services industry and loves helping clients — two things that attracted her to the profession. Plante Moran is known for best-in-class client satisfaction and has a wonderful nurturing culture that encourages staff members to grow and learn throughout their careers.

Nevra has spoken at regional and national conferences regarding the new revenue recognition rules and post-acquisition accounting considerations. She belongs to the AICPA, the MICPA, and the ACG Detroit chapter. She earned her B.A. in finance and her M.S. in accounting from Michigan State University.

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Steven Pacynski

Steve Pacynski

Clark Hill
Senior Attorney

Steven R. Pacynski is a Senior Attorney in Clark Hill’s Detroit office where he practices in the Corporate practice group. He focuses his practice in the areas of corporate law, mergers and acquisitions, general business and commercial matters, and tax-exempt organizations. Steve regularly assists clients in connection with formation, merger, acquisition, and dissolution of foreign and domestic corporations and limited liability companies. He routinely provides counseling on company operations, compliance and management, and equity and asset deals.

Steve frequently advises business and nonprofit clients in all forms and stages of contractual matters (including M&A transactions), from negotiation and drafting through execution and implementation. He is experienced in addressing issues relating to confidentiality, non-competition, non-solicitation, and other matters.

He acts as outside general counsel for clients, assisting senior management with strategic planning, transactional needs, and other business matters.

Hosted by: ACG
Chapter
Detroit

RSVP by:
RSVP Deadline
September 21, 2020 11pm
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