Crafting a Seamless Succession in a Buy-Side Transaction
Presented By: Pease Bell CPAs / Tucker Ellis LLP
Getting to the close in an acquisition can be challenging, but once the deal is sealed the real work begins. Join a group of investors, executives, and M&A advisors as they explore strategies for integrating and executing a successful plan post-acquisition. You’ll gain practical tips and best practices for navigating this critical phase of transition, including how to ensure a smooth handover, maximize value, and drive long-term success.
Moderator:
Partner and Chair of the M&A and Securities & Capital Markets Practice Groups
Tucker Ellis LLP
Jayne Juvan chairs both the Mergers & Acquisitions and Securities & Capital Markets practice groups at Tucker Ellis. She counsels public and high-growth private companies, private equity firms, and venture capital firms from initial formation through all stages of the business life cycle. Jayne navigates complex issues in transactions of all sizes and has been a key advisor on deals valued at more than $1 billion.
Panelists:
Investor
McCarthy Capital
Alan Davis is a member of the investment team at McCarthy Capital, which is investing out of its 8th private equity fund. His responsibilities include evaluating new investment opportunities, structuring and executing private investments and management oversight of portfolio investments. He currently helps manage the firm’s investments in App Academy, Corkcicle, Smartlink and Progressive Dental Marketing.
Partner
Pease Bell CPAs
David's role as Managing Director with Pease Capital Advisors includes directing the day to day operations and leading client relationships. He also plays a pivotal role in evaluating client opportunities, term sheet preparation, and negotiations.
Prior to founding Pease Capital Advisors, David worked in corporate insurance consulting, with a specialty of mitigating risk during a transaction.