Session 1 | Sourcing & Strategic Opportunities
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Geoff Loos
Managing Director
Redrock Strategic Advisors
Session 2 | Valuation & Value Creation
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Jordan Marsh
Vice President
Tower Arch Capital
Session 3 | Financing Panel
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Matt Dent
Commercial Team Lead
KeyBank
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Jordan Marsh
Vice President
Tower Arch Capital
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Ryan Ruth
Principal
Keystone National Group
Session 4 | Accounting Diligence
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Matt Bartholomew
Utah Market Leader
CLA
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Kelly Priestley
Shareholder
CBIZ
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Yelena Svetlichnaya
Manager
CLA
Session 5 | Legal Dilligence
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Adam Ott
Corporate Lawyer & Shareholder
Parsons Behle & Latimer
Session 6 | Other Considerations and Post-close Integration Panel
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Regan Guth
Executive Vice President
IMA Financial Group
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Beth Smith
Partner
Ampleo
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Christine Wzorek
CEO & Founder
White Label Advisors
Session 7 | M&A From the Operator’s Perspective
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Bill Kirth
Partner
Rectify Partners
