- 7:00 A.M. Registration, Coffee & Networking
- 7:30 A.M. Breakfast Is Served Ballroom 1
- 7:45 A.M. Kickoff & Introductions Ballroom 1
8:00 a.m. — 8:45 a.m. Entrepreneur’s M&A Roundtable
Presented By: Metz Lewis Brodman Must O’Keefe LLC
Four of Pittsburgh’s most prominent business leaders share anecdotes from their experiences on the front lines of M&A transactions. They’ll discuss what it takes to effectively raise capital, buy and sell business, and create liquidity events — and offer insight and advice on the challenges and opportunities that accompany any deal.
9:00 a.m. — 9:45 a.m. Acquisitions: Best practices and pitfalls Ballroom 2
Presented By: S&T Bank and Grossman Yanak & Ford LLP
So, you think you know what it takes to buy a business? Join a panel of finance-minded experts and entrepreneurs as they share their experiences buying businesses and structuring acquisition deals.
9:00 a.m. — 9:45 a.m. Sold! Managing the process of selling your business Ballroom 3/4
Presented By: Herbein and Confluence Advisors
What are the business, operations, financial and other issues that arise when selling your company? Two business leaders who have sold their companies will join two expert advisers and pull back the curtain to discuss best practices and pitfalls for structuring, negotiating and closing middle-market M&A deals.
10:00 a.m. — 10:45 a.m. Raising capital to fuel your organization’s growth Ballroom 2
Presented By: First National Bank
Successful entrepreneurs and executives join an active private equity investor to explore the pros and cons of different ways to fund your company’s growth. From bank credit lines to working capital to private equity, you’ll learn from those who have done it what you should consider before raising your first dollar.
10:00 a.m. — 10:45 a.m. Alternatives to Ownership Success and Planning for the Liquidity Event Ballroom 3/4
Presented By: Huntington
When you’re preparing for a liquidity event, the real work is just beginning. Hear the real-life stories of some of Pittsburgh’s major entrepreneurs as they discuss generational transfers, selling to strategic buyers and the steps you should take before any transaction occurs.
- 10:45-11:15 Networking
- 11:00 A.M. Morning Keynote Ballroom 1
- Noon The State of Technologyin Pittsburgh Ballroom 1
2:00 p.m. — 2:45 p.m. Growth Through Acquisition: What you Need to Know Ballroom 2
Presented By: Cohen & Grigsby
When you’re acquiring and integrating a new company, it’s imperative to do your homework before negotiations begin. Business leaders, experts and entrepreneurs will share what’s worked for them and others, as well as what you can do to ensure whatever acquisition you make leads to strengthening your company and accelerating your business goals.
2:00 p.m. — 2:45 p.m. A Deep Dive on the Sell Side Ballroom 3/4
Presented By: EdgePoint Capital and Clark Hill PLC
Effectively selling your business can be complicated, but highly rewarding when you have a great team of advisers working to keep your transaction on track and secure you the best possible price. Entrepreneurs and experts will share best practices learned from decades of dealmaking.
3:00 p.m. — 3:45 p.m. Raising Capital: A Look at the Pittsburgh Environment Ballroom 2
Presented By: Henderson Brothers
A serial entrepreneur/investor, veteran financier and a startup capital expert explore areas you should know when getting ready to raise capital. Among the issues to be discussed are the environment for early stage money in Western Pennsylvania, raising money from private investors and venture capital, and what you need to know about add-on and middle-stage capital sources.
3:00 p.m. — 3:45 p.m. Anatomy of a Deal: A 360-degree look Ballroom 3/4
Presented By: BNY Mellon Wealth Management
How did the CEO of a healthcare company leverage a single liquidity event to supercharge his business and grow from $30 million to more than $200 in five years? Hear from the CEO and his team of advisers as they break down the thought process that went into developing — and executing — the transaction in this special anatomy of a deal roundtable.