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Lessons from the Sell-Side Trenches: Alignment and understanding different types of buyers

Presented By: CliftonLarsenAllen LLP

When you’re selling a business, who you sell it to matters. Join a group of c-suite executives, private equity leader, and experts as they discuss how uncertain times have dramatically impacted how to understand the strategic goals of strategic and financial buyers … and what that means for you.

Moderator:

Matthew Barnette
Partner
CLA (CliftonLarsonAllen LLC)

Panelists:

Ben Axelrod
Managing Director, Investment Banking Advisory
CLA (CliftonLarsonAllen LLP)
Aaron Hollander
Chairman & CEO
First Aviation Services
Rich Jones
Partner
The Zabel Companies, LLC

Rich has been investing in and partnering with lower middle market companies for the last sixteen years. His prior experience includes advisory work with both a middle market investment bank and a global corporate finance and brand valuation consulting firm. Rich graduated from the University of Virginia with a Bachelor of Science in Commerce with concentrations in Finance and Management. As a result of growing up in five different states, Rich has an unfortunate accent and cheers for far too many sports teams. He gladly calls Charlotte his home with his wife, four kids, and a growing number of pets.

Chris Rosbrook
CFO
Ekos Soffware, Inc.

Chris is the chief financial officer of Ekos Software. Prior to joining Ekos in 2019, he helped scale two successful software businesses as an executive and advised on more than 50 capital raise and acquisition transactions as an investment banker.