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...

Resolving Shareholder and Investor Disputes

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PANEL: Pamela Palmer, Partner and Co-Chair of the Securities Litigation Practice, Pepper Hamilton Paul Tosetti, Partner and Co-Chair of the Firm’s Global Mergers & Acquisitions Practice, Latham & Watkins LLP Eric Waxman, Partner, Ares Management, L.P. MODERATOR:...

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,...

Trends and Transactions in Restaurants M&A

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PANEL: Justine Hunter, Partner, National Practice Leader, Restaurants, Moss Adams JR Lanis, Corporate and Securities Group, Partner, Drinker Biddle Wendy Weinstein Karp, Food & Beverage Marketing Expert, W2K Consulting Neil Morganbesser, President and Founder, DelMorgan &...

ICOs, Equity and Debt – Capital Raising Alternatives for the Middle Market

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PANEL: JR Lanis, Corporate Securities Partner, Drinker Biddle Robert Wagner, CPA, Practice Leader – Financial Management Services at HoganTaylor LLP Neil Morganbesser, Investment Banking, President, DelMorgan & Co. MODERATOR: Alex Kasdan, Senior Managing Director,...

Key Issues in 363 Bankruptcy Sales

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PANEL: Hon. Robert E. Gerber (USBJ, Retired), Of Counsel, Joseph Hage Aaronson LLC Frank A. Oswald, Partner, Togut, Segal & Segal LLP Michael P. O’Neil, Bankruptcy and Restructuring Practice Group Chair, Taft Stettinius & Hollister LLP Michael Ozawa, Managing Principal,...