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Session D

After the Deal: Managing the Buyer-Seller Relationship Post-Acquisition

Presented By: Brady Ware / Hartman Simons & Wood

The deal may be signed—but the relationship is just beginning. This session explores what happens after the close, from integration planning and cultural fit to roll-over equity, RWI, earn-outs, and management incentives. Learn what buyers look for in sellers who stick around, how to avoid post-close pitfalls, and how to structure incentives that keep teams aligned and deals on track.

Moderator:

Whalen Kuller
Partner
Hartman Simons & Wood LLP

Whalen J. Kuller is a partner at Hartman Simons & Wood LLP. He leads the firm's corporate practice group. He has an earned a reputation as an expert in representation of corporate clients for a wide range of transactions, including acquisitions and divestitures, joint ventures, private equity and venture capital, public offerings and private placements of debt and equity capital. He is also adept at advising clients on a range of corporate issues, such as employment contracts, corporate governance, organization and formation of business entities and licensing and supply and distribution agreements.

Panelists:

Eric Carter
Atlanta Office Managing Shareholder, Board of Directors
Brady Ware

Eric Carter leads Brady Ware's Atlanta office and focuses on developing and implementing financial and tax planning strategies for his clients. He spends most of his time in consulting work, helping clients with compliance, buying and selling business, and other transactional needs. Eric also helps lead the firm's Outsourced Accounting practice group, providing customized tax services and consulting for small-market business clients.

Ed Fisher
Managing Partner
SouthPointe Ventures, LLC

Since 2003, Ed has been co-founder and managing partner of SouthPointe Ventures, LLC, an Atlanta-based lower middle market control buy-out fund. SouthPointe focuses on the industrial manufacturing, distribution, and business services sectors, typically in the Southeast and Central U.S.

Prior to SouthPointe, Ed held senior management and operations roles in a family-owned equipment distribution business, and as CFO for the 3rd largest Wendy's franchisee. Ed started his career in leveraged lending at successor banks to Bank of America and Wells Fargo.

Ed serves on the Board of Directors of Junior Achievement of Georgia, on the Investment Committee for Cristo Rey Atlanta Jesuit High School, as FP&A committee chair for the Finance Council of the Archdiocese of Atlanta, and on the Host Committee for the Beloved event. Ed graduated with a B.B.A degree in finance from the University of Notre Dame.

 

George Pfeil
Vice President, Corporate Development
Applied Technical Services LLC

George has over 30 years experience with investment banking, private equity, c-level operations management and corporate development. Currently George leads the efforts of Applied Technical Services, a PE-backed platform that has completed over 30 acquisitions in the past eight years.

Conference Location

1930 Bobby Jones Drive
Johns Creek, GA 30097
Tel: (770) 448-2166