The Art of the LOI: Mastering M&A Beginnings
Presented By: Hill Ward Henderson / Redpath and Company
Explore the critical role of Letters of Intent in sell-side M&A transactions. Learn strategies for negotiating key terms upfront to minimize renegotiation during due diligence, ensuring smoother and more efficient deal closures.
Moderator:
Partner
Redpath and Company
Mike Dunkle is a Partner in Redpath’s transaction advisory services group, leading the firm’s Florida expansion. He specializes in financial due diligence, sell-side prep, working capital, and closing mechanism negotiation. Mike has performed buy-side diligence on 200+ targets and also advised on 150+ sell-side divestitures. He supports clients and banking partners regarding commercial and accounting matters on middle-market deals.
Panelists:
Chief Strategy Officer
Southern Home Services
Jarrod joined Southern in February 2018. Prior to joining Southern, Jarrod worked as an Associate at MSouth Equity Partners in Atlanta. Prior to joining MSouth, Jarrod worked at Stephens Inc., a sell-side investment bank and PwC, an accounting firm where he obtained his CPA license.
Jarrod is a graduate of the Fisher School of Accounting at the University of Florida where he earned his B.S. in Accounting and Master of Accounting degrees.
Shareholder/Attorney
Hill Ward Henderson
Reid Haney is a shareholder with Hill Ward Henderson in Tampa. HIs practice focuses on Mergers & Acquisitions, investment and capital raising transactions, joint ventures, and other corporate transactions. His approachable nature and high-level of professionalism and experience allow him to quickly put clients at ease and instill confidence, enabling both the client and deal team to focus their energy on achieving optimum results for the client.
Vice President
Osceola Capital Management
Kurt Schwab is a Vice President at Osceola Capital Management, a lower middle market services-focused private equity firm, where leads all aspects of the deal process, including sourcing, evaluation, and portfolio support, and serves on multiple portfolio company boards. Prior to Osceola, he worked in private equity at Cold Bore Capital and investment banking at BMO Capital Markets. Earlier, he served six years in the U.S. Navy as a Supply Corps Officer. Kurt holds an MBA from Columbia Business School and a BS from Penn State University.