M&A Due Diligence

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   PANEL: Clyde Tinnen, Partner, Corporate and M&A, Withersworldwide James F. Davidson, CPA, CFF, CFE, CM&AA, CIRA, Managing Director, Avant Advisory Group Nathan Wenzler, Chief Security Strategist, AsTech Consulting    MODERATOR: Alex Kasdan, Senior Managing Director,...

Tax Considerations in M&A for Buyers and Sellers

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SPEAKER: Louis Vlahos, Tax Partner, Farrell Fritz, P.C. MODERATOR: Alex Kasdan, Senior Managing Director, DelMorgan & Co. MAJOR TOPICS: •Tax affect on deal economics •Specific tax considerations •Target’s tax characteristics •Form matters •Stock sale v. asset sale •Continuing...

Middle Market Buyouts – Family Offices and Private Equity

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PANEL: Daniel G. Berick, Americas Chair of the Global Corporate Practice, Squire Patton Boggs James F. Davidson, CPA, CFF, CFE, CM&AA, CIRA, Managing Director, Avant Advisory Group Neil Morganbesser, President, DelMorgan & Co. MODERATOR: Alex Kasdan, Senior Managing...

Understanding the Sell-Side M&A Process for a Private Company

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PANEL: Craig Lilly, Partner, Baker McKenzie Patric Zimmer, President, Development Advisors Doug Himmel, Managing Director, Partner, Melville Capital MODERATOR: Alex Kasdan, Senior Managing Director, DelMorgan & Co. MAJOR TOPICS: M&A market overview Corporate and...

Cannabis Valuation, Investment and M&A

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PANEL: Frank Turner, Co-head of Osler’s Asia Pacific Initiative, Partner, Osler, Hoskin & Harcourt LLP Vanita Spaulding, CFA, ASA, Managing Director, Cogent Valuation Richard P. Ormond, Shareholder, Buchalter Vahan Ajamian, Managing Director of Analyst Relations, MedMen...

Third-Party Funding of International Arbitration

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SPEAKERS: Mark McNeill, Partner, International Arbitration Group, Shearman & Sterling Kiran Sequeira, Founding Partner, Versant Partners Matthew Harrison, Investment Manager, Legal Counsel, Bentham IMF MODERATOR: Alex Kasdan, Senior Managing Director, DelMorgan & Co....

What Business Owners Need to Know About Successfully Transitioning Their Company

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PANEL: Robert Wagner, CPA, Practice Leader – Financial Management Services at HoganTaylor LLP Thomas Mahoney, CFA, CAIA, Senior Portfolio Manager, UBS Private Wealth Management Louis Vlahos, Tax Partner, Farrell Fritz, P.C. JR Lanis, Corporate Securities Partner, Drinker Biddle...

Mitigating Cyber Breach Liability for Companies and Board Members

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PANEL: Greg Reber, Founder and CEO, AsTech Consulting Jessica Robinson, CEO, PurePoint International James Westerlind, Counsel, Arent Fox Alex C. Nisenbaum, Associate, Pepper Hamilton MODERATOR: Alex Kasdan, DelMorgan & Co. COST: COMPLIMENTARY MAJOR TOPICS: Cyber breach...

Cannabis Valuation, M&A and Tax Issues

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PANEL: Vanita Spaulding, CFA, ASA, Managing Director, Cogent Valuation Mike Goral, Partner, Tax Department, Squar Milner Emily Burns, Cannabis Law & Policy Expert, Attorney, Offit Kurman Eric Foster, Partner, Dentons, Canada LLP MODERATOR: Alex Kasdan, Senior Managing...

Family Business Exit Planning: Key Pitfalls and How to Avoid Them

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PANEL: Renee Fellman, Award-Winning Turnaround Expert and Interim CEO Louis Vlahos, Tax Partner, Farrell Fritz, P.C. JR Lanis, Corporate Securities Partner, Drinker Biddle Mark Goulston, CEO, The Goulston Group MODERATOR: Alex Kasdan, Senior Managing Director, Investment Banking,...