Keynote
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George Mattson
Chief Executive Officer
Wheels Up
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Moderated by: John McCarty
Managing Director
Star Mountain Capital
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Platinum Sponsor: Max Oligario
Senior Vice President - Georgia Market Executive Global Commercial Banking
Bank of America
Micro-Learning Session 1, Sponsored by Withum
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Steve Brady
Partner and Market Leader, Transaction Advisory
Withum
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Travis Loomis
M&A Advisory Lead, ODD/PMI
Withum
Micro-Learning Session 2, Sponsored by Carr, Riggs & Ingram
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Jeff C. Hawkins
Partner
CRI Advisors, LLC
Micro-Learning Session 3, Sponsored by Fifth Third
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Mitchell Brister
Vice President
Argonne Capital Group
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Stockton Croft
Founding Partner
Eagle Merchant Partners
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Charles Hurt
Managing Director
Fifth Third Capital Markets
Panel Session - Opportunities & Optimism: M&A Deal Trends (Sponsored by Eversheds Sutherland)
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Leann Collins
Partner, Merger and Acquisition Tax Services
RSM US LLP
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Jerry Nowlin
Principal
MSouth
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George Pfeil
Vice President, Corporate Development
Applied Technical Services, LLC
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Erica Richardson
Senior Associate - Transaction Team
MiddleGround Capital
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Colby Schwartz
Managing Director
Fifth Third Securities, Inc.
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Trammell Summers
Senior Vice President of Strategy & Development
CRH
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Moderated by: Chris Rosselli
Partner
Eversheds Sutherland
Micro-Learning Session 4, Sponsored by TriNet
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Julian Boyd
Financial Services Consultant
TriNet
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Elizabeth Rodd
Director of Sales, Financial Services & Professional Services
TriNet
Micro-Learning Session 5, Sponsored by CFGI
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Carla Amaning
Partner, Capital Markets, South Region
CFGI
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John Kahn
Partner, Atlanta
CFGI
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Matt Podowitz
Partner, Transaction Advisory Services
CFGI
Micro-Learning Session 6, Sponsored by Marsh McLennan Agency
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Roy Locke
Managing Director in the Transaction Risk Group
Marsh USA, LLC
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Sean Mitchell
Senior Vice President Employee Health & Benefits
Marsh McLennan Agency
Panel Session - Annual M&A South Debt Market Update Sponsored by Troutman Pepper Locke
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Grace Barnwell
Director of Corporate Finance
Bay Point Advisors
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John McCarty
Star Mountain Capital
Managing Director
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Uj Rai
Configure Partners, LLC
Vice President
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Roger Wilson
Senior Vice President - Corporate Finance
Truist
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Moderated by: Tricia A. McNeill
Partner
Troutman Pepper Locke
Event Details
When:
February 3 - 5, 2025
Where:
Hotel at Avalon and Conference Center