ACG TB Emerging Professionals - How Artificial Intelligence is Transforming M&A

Event Details

When:

September 10, 2026 5:30 PM - 8 PM EDT

Where:

Location Name

Brio Italian Grille

Location Address

2223 North Westshore Boulevard
Tampa, FL 33607
United States

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Overview

Body

This panel will explore how artificial intelligence is reshaping the mergers and acquisitions landscape. From identifying opportunities and evaluating targets to conducting due diligence, structuring transactions, and creating value post-close. Bringing together perspectives from across the deal ecosystem, the panel will examine where AI is already making an impact, what types of AI tools are being implemented, where it is creating new risks and challenges, and what deal professionals need to consider as the technology continues to evolve.

The discussion will feature perspectives from four key areas of M&A: implementation of AI tools, legal, investment banking, and transaction advisory services, providing a well-rounded look at how AI is changing the way transactions are evaluated and executed.

Speakers

Richard Frizzell

Frazier & Deeter Advisory

Partner

As a Partner in our Transaction Advisory Services practice, Rich Frizzell is dedicated to assisting clients who are buying, selling or merging a business. Rich leads an experienced team that coordinates and executes buy-side and sell-side financial due diligence engagements, quality of earnings (QOE) reports, and financial analysis for M&A clients. He has deep experience working with clients in a wide range of industries, including manufacturing & distribution, construction, architecture & engineering, and professional services.

Rich began his career at Gray, Gray and Gray - A Frazier & Deeter Company, in 2012 as a member of the firm’s Audit & Assurance practice group. This experience has given him a strong understanding of accounting and financial reporting for companies of varying sizes and stages of growth, which he applies to every engagement.

Rich is a cum laude graduate of Saint Anselm College, where he earned a Bachelor’s degree in Accounting. Rich also holds a Master’s degree in Accounting from Northeastern University. He is a member of the American Institute of Certified Public Accountants (AICPA) and the New England Society of CPAs.

Jeremy Wolk

Lippes Mathias

Partner

Jeremy Wolk is a partner in the firm’s Corporate Practice Team, bringing more than 25 years of experience guiding companies through complex corporate, strategic, and intellectual property transactions. With a background spanning both outside counsel and in-house general counsel roles, he offers a balanced, business-focused perspective that blends sophisticated insight with practical execution.

Jeremy advises on mergers and acquisitions, private equity, venture capital transactions, independent sponsor deals, joint ventures and strategic alliances, enterprise-level commercial arrangements, and a broad range of intellectual property-driven transactions. When acting as an outside general counsel, he delivers practical, business-aligned guidance on corporate governance, commercial operations, and the transactions that support them, serving clients from emerging companies without in-house legal teams to large organizations with fully developed legal departments. His experience leading buy-side, sell-side, and strategic initiatives enables him to navigate complex transactions across industries, helping clients protect value, drive growth, and achieve strategic objectives.

Taylor Yohner

Three Sixty Seven Advisors

Director

Taylor Yohner is a Director at Three Sixty Seven Advisors, where he leads the firm's M&A origination efforts and builds relationships on behalf of the firm and its clients. He works with business owners to identify viable options at any stage of a company's lifecycle — from funding to fuel early-stage growth to exit planning at retirement.

Founded in 2019, Three Sixty Seven Advisors has completed approximately 85 transactions. The firm represents privately held, founder-led businesses through the sale process, with outcomes typically taking the form of strategic acquisitions, private equity add-ons, or private equity platform investments. The firm advises companies across a wide range of industries in the lower middle market, with transactions generally ranging from $25 million to $50 million in enterprise value.

Rick Hoffman (Moderator)

Marshall & Stevens

Managing Director

Rick Hoffman is a Managing Director with over thirty years of experience providing consulting, expert witness, and business valuation services to clients involved in a very wide range of industries. Mr. Hoffman leads the national Litigation Support & Forensics practice for Marshall & Stevens. He joined Marshall & Stevens in 2023 with the acquisition of Lone Peak Valuation Group.

Mr. Hoffman works primarily in business valuation and litigation support, and has worked with calculating economic damages related to commercial litigation. He is a Certified Public Accountant, Accredited in Business Valuation and has hundreds of hours of additional training in the areas of valuation, litigation, and lost profit calculations. He has taught on the subject of damages and has testified in State Court, Federal Court, Arbitrations, and acted as Special Master.

Hosted by: ACG

Chapter

Tampa Bay