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Acquisition Playbook: Building a Pipeline in a New Reality

Presented By: Fifth Third Bank / RSM

When you’re active in acquisitions — either as a privately held or public company, or a private equity firm, having a clear strategy of the types of companies you’re looking to buy, where to find them, and what you expect from a target’s balance sheet management can mean the difference between growth and stagnation. Hear from a Private Equity firm leader, acquisition-minded CEO, and M&A advisors as they discuss best practices and their approaches to effective buy-side M&A.

Moderator:

Jim Parrino
Managing Director - Co-head Buyside M&A
Fifth Third Securities

Dr. Parrino is the Co-head of Buyside M&A at Fifth Third Securities and a finance faculty at the University of Florida. He has served clients in the US, Asia, Europe, Latin America, and Australia. Dr. Parrino's current focus is assisting clients of Fifth Third Bank to achieve their growth goals through strategic acquisitions.

Panelists:

Jason Fennessy
Partner
RSM US LLP
J Patrick Galleher
Managing Partner
Boxwood Partners

Patrick is a Managing Partner for Boxwood Partners; a merchant bank in Richmond, Virginia, where he leads transactions for Boxwood’s M&A advisory services and private equity group. He has led sell-side transactions including Monster Tree, Consolidated Label, Advantaclean, Boston Barricade, Stuart Hose & Pipe, ShelfGenie, Achieve1, NSC Technologies, Parker Products, Dorsey Wright & Associates, Digital Risk, & the buy-out and minority investments in Sweet Frog Yogurt, Yoga Direct, Yoga Accessories, Everything Yoga and Red Rock Products. Patrick also serves as the Chairman & CEO of SFEBrands a franchisee of sweetFrog in which he sold in 2018 to Kahala Brands and was formerly the CEO of Shockoe Commerce Group.

Edwin McMahan
Managing Partner
Falfurrias Capital