Sales Cycle: Planning Ahead to Achieve Your Goals
Presented By: Marcum LLP & Pepper Hamilton LLP
Entrepreneurs and M&A experts share personal stories of preparing to sell their companies and those of their clients. The panel will explore common buyer asks and offer tips on how to navigate challenges in the sales process you’ll encounter along the way.
Transaction Advisory Services Partner
David Stagliano is a partner in the Transaction Advisory Services division of Marcum LLP’s Philadelphia office. A key leader in the Mid-Atlantic Private Equity Practice Group, he has more than 20 years of extensive experience providing financial services to clients, primarily focused on the middle-market private equity sector. He specializes in working with strategic investors, private equity and venture capital firms and their associated portfolio companies.
Thaddeus Bartkowski, CEO and founding partner of Catalyst Outdoor and Catalyst Experiential, his fifth company. Catalyst Outdoor is one of the largest owners and operators of high-quality digital billboards in the region; he sold it in 2018 for an estimated $80 million to $90 million. That paved the way for Catalyst Experiential, his newest venture, which works with municipalities in a public/private partnership to meet community needs.
Edward Chan joined 1315 Capital in 2016 after spending five years at NaviMed Capital, most recently as a vice president. Previously, he was part of the health care investment team at Siemens Venture Capital. Based out of Boston and Beijing, he evaluated and sourced commercial and growth stage healthcare deals worldwide, performed research on various market sectors, and supported portfolio companies.
Pepper Hamilton LLP
Daniel W. McDonough is a partner in the Corporate and Securities Practice Group of Pepper Hamilton LLP and co-chair of the firm’s Food and Beverage Industry Group. He devotes his practice to merger and acquisition transactions, corporate finance matters, complex commercial contracting and general corporate advisory matters. He also has represented domestic and foreign companies in transactions overseas and in the United States.
PWP Growth Equity
John McKee is a managing director at PWP Growth Equity, focused on both minority and control investments, partnering with management teams to offer strategic guidance and capital to achieve their vision for growth. He has over 20 years of experience in private equity and investment banking, with prior experience at Weston Presidio, Greenbriar Equity Group, Compass Partners International and JP Morgan.