Aligning the Family, Executing the Deal: Selling a Family-Owned Business
Presented By: Aprio / Mezzo Investment Banking
In family-owned businesses, alignment is often the hardest part of a sale. This session explores how families and their advisors navigate governance, communication, and decision-making throughout the sell-side process. Learn how to balance competing priorities, maintain momentum, and execute a transaction that works for both the business and the family.
Panelists:
Director, Corporate Development
Anywair Group, Inc.
Scott Allen leads the corporate development function at Anywair, a fast growing property technology and network provider for large scale multi-family developments. Prior to Anywair, Scott spent most of his professional career as a consultant specializing in business valuations and transaction advisory work. He has over 25 years of experience working through complex financial issues and the most challenging aspects of mergers and acquisitions.
Partner, Transaction Advisory Services
Aprio
Bill specializes in serving private equity partners, managing directors, analysts, and corporate development and strategy executives. He focuses on guiding merger and acquisition (M&A) and divestiture activities for buy- and sell-side due diligence, as well as post-merger integrations on deals in the $2 million to $500 million range.
For more than a decade, Bill has helped businesses find deal-breakers, manage transaction risks, and maximize their return on investment in M&A deals. His industry experience spans the manufacturing, distribution, consumer products, software, retail, and professional services sectors.
Managing Director
Mezzo
Dom Mazzone has experience executing hundreds of mergers, acquisitions and financing transactions domestically and internationally in a variety of industries. They include: retail, technology, distribution, logistics, transportation, manufacturing, building products, building services and packaging. He has worked on transactions of all sizes and totaling more than $20 billion in collective enterprise value. Mr. Mazzone is currently on the Board of Directors of Guardian Fueling Technologies and spent four years on the Board of Advisors for the HoneyBaked Ham Company of Georgia.
Mr. Mazzone founded Mazzone & Associates in 2005. Prior to forming the firm, Mr. Mazzone was the Vice President, General Counsel and Secretary of Oxford Industries, Inc., a producer, marketer and retailer of branded and private label apparel for men, women and children located in Atlanta, Georgia. Oxford’s brands include Tommy Bahama® and Ben Sherman®.
Before joining Oxford in 2004, Mr. Mazzone was the head of mergers and acquisitions in The Home Depot’s legal department. While he was at The Home Depot, it acquired two large Mexican home retail chains, a large distribution and supply company, and various service companies. Prior to joining The Home Depot in 2002, he practiced law at Alston & Bird LLP in its Atlanta office starting in 1997, where he focused on mergers and acquisitions, securities and finance transactions.
Mr. Mazzone received a B.A. from Wabash College as a Presidential Scholar; a M.P.A. from Florida State University; and a J.D. from Emory University with distinction and as a member of the Order of the Coif.
Co-Founder & Co-Owner
Wilson Construction Management: WCM
Nathaniel Wilson was the co-founder of AKA Tree Service which was acquired in 2023 by a private equity firm. Nathaniel is a co-founder and co-owner of Wilson Construction Management, a heavy civil construction company with a primary focus in roadway construction. Wilson Construction Management was founded in 2019.