Pre-, During and Post-Liquidity: What you need to know
Presented By: Roetzel & Clark Shaefer Hackett
When it comes to the most important M&A transaction of your business life, most people are woefully unprepared. Entrepreneurs, wealth managers and M&A advisers take a look at best practices and mistakes made when preparing for — and completing — liquidity events.
Moderator:
Secretary – Treasurer, Shareholder
Roetzel & Andress
Al has utilized his business and tax expertise to help clients find practical solutions to legal and business challenges. He advises clients through the entire business lifecycle, from early stage, entrepreneurial companies to high-growth private companies and publicly traded entities. He has facilitated the acquisition of businesses and operations and has shepherded companies through the complexities of a corporate reorganization.
Panelests:
Founding Principal
Thorson • Baker + Associates
Gordon is a founding principal of Thorson • Baker + Associates, an engineering design firm. His creativity and diligence to help build a successful firm are characteristics of his drive and spirit. His attention to detail and hard work show in the quality assurance and work ethic of the firm. He has designed and supervised many complex successful projects throughout his career.
Managing Director
Signet Capital Advisors LLC
Michael is managing director of Signet Capital Advisors LLC, Signet’s investment banking group. He is a founding member of SCA, which provides financial advisory services to middle-market businesses throughout the U.S. He was the advisor to 2018’s Cleveland ACG Deal of the Year Award recipient, MediQuant Inc., on its sale to Silversmith Capital, of Boston.
Presented By
