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Session A

Preparing Your Company To Go To Market for a Deal.

Presented By: Cohen & Co. / JP Morgan Chase & Co.

In today’s swiftly evolving M&A environment, knowing expectations is the first step toward effective deal prep. Whether you’re looking to raise capital, make an acquisition, or even pursue the partial or full sale of your business, getting your company ready requires taking a hard look at your people, operations, and finances. Learn from executives and experts what capital sources, buyers, and sellers look for from you and your business.

Panelists:

Brian Leonard
Managing Partner, CFO, & CCO
Edgewater Capital

Brian leads Edgewater’s finance, accounting, compliance, HR, and IT functions. His responsibilities include managing the firm’s accounting and tax requirements, investor relations, portfolio company financial oversight, and financial and tax diligence on potential investments. Prior to joining Edgewater, Brian was a director in the transaction services practices of two international accounting firms for five years. Before that, he spent nine years in the assurance and transaction services practices of two “Big 4” accounting firms where his clients included Fortune 500 companies, privately held companies, and private equity firms focusing on the industrial products, chemicals, coatings, and information technology industries. Brian was also the CFO of an electronic health records company.

 

Ken Randazzo
Partner, Transaction Services
Cohen & Company

 

 

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