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Gold Room Session B

A Deep Dive on the Sell Side

Presented By: First National Bank and Oswald Companies

Effectively selling your business can be complicated, but highly rewarding. It takes discipline and a great team to keep the transaction on track, and trusted advisers to help you secure the best possible price. Entrepreneurs and experts share best practices learned from decades of dealmaking.

Moderator:

Boyd Pethel
Regional President
First National Bank

Boyd leads First National Bank’s Cleveland market, which the bank entered in 2014 through its acquisition of Park View Federal. FNB is a full-service bank specializing not just in lending, but also in retail banking, treasury management, private banking/wealth support, leasing and insurance. Boyd previously managed PNC’s middle-market banking group. He serves on the board of the Achievement Center for Children, the Downtown Cleveland Alliance and the Greater Cleveland Sports Commission.

Panelests:

Ken Ganley
President & CEO
Ganley Auto Group

Ken serves as president and CEO of Ganley Auto Group, a company started by his late father, Tom. Ganley Auto Group is a collection of 31 dealerships with locations in Northern Ohio, Pennsylvania and Florida. Ken grew up in the business, learning all aspects of sales and cars. In 2017, the company sold nearly 55,000 cars and generated more than $1.5 billion in annual revenue.

Matt Keefe
Managing Director
EdgePoint Capital Advisors

Matt is responsible for advising the firm’s clients in matters related to mergers and acquisitions, and financing transactions. Prior to joining EdgePoint, he served for five years on the corporate management team of ERICO International, a privately-held manufacturer. During his tenure at ERICO, Matt held the roles of treasurer, director of M&A, director of customer service and director of commercial operations.

Jeffrey Schwab
Senior Vice President, Practice Leader Mergers & Acquisitions
Oswald Cos.

Jeff coordinates the analysis of a target company’s exposure to risk in the areas of commercial insurance, employee benefits, retirement plans and life insurance strategies. The group delivers a comprehensive review and understanding of the entire risk profile of the target company; including the insured and uninsured exposures faced by an entity. The group also projects pro-forma costs for the target to allow for reliable financial modeling post close.


Presented By

First National Bank and Oswald Companies
First National Bank and Oswald Companies

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