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Session D

New Risks for Buyers

Presented By: Brady Ware CPAs and Advisors / Hartman Simons & Wood / Lockton Companies

Uncover the art of priming your company for a successful buy-side transaction. Join a group of veteran dealmakers as they reveal effective strategies for evaluating and mitigating risk as part of your acquisitional growth strategy. 


Anita Anand
Managing Director
Brady Ware CPAs and Advisors

As Managing Director, Anita oversees the firm's strategic direction and day-to-day operations leading efforts to advance a one firm culture while positioning Brady Ware for a new era of growth. Additionally, Anita brings over 15 years of comprehensive tax experience to the firm helping domestic and international clients with their strategic tax planning, structuring and tactical issues. Her clients are in numerous industries including real estate, technology, manufacturing, and renewable energy.


Adam Elmore
Carousel Capital

Adam Elmore joined Carousel Capital in 2017. Previously, Mr. Elmore was a Director at BlackArch Partners, where he led the firm’s private company advisory practice, a proprietary business unit within the firm that focused on establishing and building client relationships with owner-operators, family businesses, and management teams across twelve industry verticals.

Mr. Elmore leads Carousel Capital’s investment origination efforts. In this role, he is responsible for originating, assessing, and developing investment leads and relationships with companies. He also develops and maintains relationships with entrepreneurs, investment bankers, attorneys, accountants, financing providers, and other sources of opportunities.

Neil Metzheiser
President & Partner
Lockton Companies - Southeast Series

Neil Metzheiser is the President of Lockton Atlanta, Partner of Lockton Companies and a member of its Executive committee for the Southeast Series. Prior to joining Lockton in 2004, Neil was the Managing Director at Hobbs Group for four years and a VP at AIG for 8 years. Lockton is the largest private & independent insurance broker in the world offering full service property & casualty and employee benefit solutions to companies.

Craig Samuel
Senior Counsel
Hartman Simons & Wood

Craig Samuel has built his experience in mergers and acquisitions, and as an associate in the corporate & business entities practice group, he parlays this expertise assisting clients with mergers and acquisitions, private equity investments and other business transactions.


Brady Sumner
Eagle Merchant Partners

Brady is a Principal at Eagle Merchant Partners. Having joined the team in 2014, Brady has invested in and served on the Board of several multi-unit, franchise and comercial services companies.

Conference Location

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