January 2018 Breakfast Briefing: Getting from LOI to Close: Pathway to a Successful Transaction

Share:
Image
January Breakfast Briefing

Event Details

When:

January 19, 2018 7:15 AM - 9 AM EST

Where:

Register Now

Add to Calendar

Overview

Body

January 2018 Breakfast Briefing:

Getting from LOI to Close: Pathway to a Successful Transaction
 
In today’s highly competitive M&A market getting from LOI to Close can be fraught with unexpected hurdles.  Join us for a candid discussion about the pathways to a successful transaction when some of our region’s most active dealmakers discuss their experiences and strategies to effectively close deals, on both the buy and sell side.  Topics of discussion will include:

  • Handling due diligence in highly competitive auctions with shorter time frames to close
  • Varying approaches with respect to add-on acquisitions vs. new platform investments
  • Differentiating yourself in a process as a buyer 
  • Completing proprietary transactions
  • Using reps & warranty insurance as a tool for sellers and buyers
  • Understanding the newer “bifurcated processes” and whether it drives more value for buyers
  •  

    Speakers

    Sasank Aleti

    Sasank Aleti

    LLR Partners
    Principal
    Brad Armstrong

    Brad Armstrong

    Lovell Minnick Partners
    Principal

    Brad joined the Philadelphia office of LMP in 2009. Prior to joining LMP, Brad was part of the Financial Institutions Group at Bank of America Merrill Lynch, where he focused on M&A and capital raising transactions for the firm’s investment banking clients. Previously, Brad was an Assistant Vice President in Bank of America’s Finance Group. Brad began his career in a strategic advisory group within Wachovia Corporation.

    Brad is currently a member of the Boards of Directors at Commercial Credit Inc., Global Financial Credit, and LSQ Group Holding LLC, and previously served on the board of First Allied Holdings Inc. Brad received an M.B.A. with a concentration in Finance and Accounting from the Kellogg School of Management at Northwestern University and a Bachelor of Science in Business Administration from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill.

    Sean Crnkovich

    Sean Crnkovich

    Marsh
    Senior Vice President, Transactional Risk Practice

    Sean is an expert in the field of transactional risk insurance, responsible for advising clients on representations and warranties insurance, tax insurance and other insurance products addressing contingent liabilities encountered in M&A transactions. Sean earned a BS Finance and Accounting, summa cum laude, Georgetown University and JD, cum laude, New York University School of Law.

    Prior to joining Marsh in 2014, Sean was a senior associate at Simpson Thacher & Bartlett LLP in their M&A group.  While practicing, he specialized in domestic and cross-border mergers and acquisitions, securities and general corporate matters.

    Michael Probst

    Michael Probst

    Teleflex
    Director, Corporate Development (M&A)

    With over 25 years of medical device M&A, corporate finance and commercial operations experience, Michael is a vital member of the Teleflex Global Corporate Development and Strategy Team.

    Prior to joining Teleflex, Michael worked in the Corporate and Global Market Development group at QVC for two years. From 1993 to 2012, he held various roles in sales, finance, strategic marketing, and corporate development at ConvaTec, a Bristol Myers Squibb company. Under private equity ownership from 2008 through 2012, Michael led or supported 24 transactions.

    From The Wharton School of the University of Pennsylvania, Michael was awarded a post-MBA Corporate Development Certificate of Professional Development. He holds his Master’s Degree in Business Administration (MBA) from LaSalle University of Philadelphia and a Bachelor of Science in Finance from Canisius College in Buffalo.

    Barbara Shander

    Barbara Shander (Moderator)

    Morgan Lewis
    Partner

    Barbara advises public and private companies and private equity funds and their portfolio companies on mergers and acquisitions, dispositions, debt and equity financing transactions, corporate governance, and general corporate matters. Deputy manager of the firm’s private equity practice, Barb represents buyers and sellers in negotiated transactions involving privately held businesses, and subsidiaries and divisions of public companies. She also represents strategic and financial clients in structuring and negotiating mergers and acquisitions, equity financings, joint ventures, and commercial agreements.  Barbara earned a BS from the University of Delaware and a JD from the Villanova University School of Law.

    A few of her clients include: Exelon Corporation in the sale of its interests in the Conemaugh and Keystone power plants to Arclight Capital Partners LLC, WIRB-Copernicus Group, a portfolio company of Arsenal Capital Partners, in its acquisitions of ePharmaSolutions, New England Independent Review Board and IRBNet and Creative Co-Op, a portfolio company of Eureka Growth Capital, in its acquisition of Bloomingville, a leading European designer and distributor of home lifestyle products.

    Event Secondary Body

    Date:

      Friday, January 19, 2018
      7:15 – 8:00 AM  Registration, Breakfast, Networking
      8:00 - 9:00 AM  Breakfast Panel
      9:30 - 10:00 AM  Continued Networking


    Location:
      Union League
      140 S. Broad Street |  Philadelphia, PA


    Pricing:
     
    $45.00 ACG Members
      $125.00 Non-Members
     
    In the event your plans change, replacements are welcome before hand or at registration. Full refunds are available for cancellations made more than 48 hours in advance. A $5 processing fee will be applied to all refunds. Email replacement or cancellation requests to mdagit@acg.org.

    Hosted by: ACG
    Chapter
    Philadelphia

    Sponsors

    Share: