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Transaction Preparedness: Due Diligence and Closing the Deal in a post-COVID environment

Presented By: LockeLord LLP / CohnReznick LLP

Any M&A deal goes through stages before it’s complete. And during these challenging times, deals are still getting done. In this session, CEOs, investors, and M&A experts discuss how to conduct due diligence and successfully negotiate deal terms in this new normal.

Moderator:

Michael Wilson
Partner
Locke Lord LLP

Michael represents private equity funds (including SBIC funds), banks, companies and entrepreneurs in M&A, debt finance and venture capital transactions in a wide variety of industries. He has substantial experience with technology, health care, energy, and food and beverage transactions. He also serves as an officer on the Executives’ Club of Chicago Leadership Circle Advisory Board.

Panelests:

Matt Coughlin
Founder & CEO
XSELL Technologies

Matt is a leader with contagious passion for great customer engagement, and the economic and business impacts created when customers are engaged in exactly the right way. Prior to founding XSELL, Matt had the opportunity to work with many quintessential brands including Disney, Apple, Carnival, AT&T, GE, Walgreens helping them to bring their customer experience to life. His experience in these environments led to his observation of a power law in sales, regardless of the brand, wherein top performing agents were not marginally better than their peers - they were multiples better,  and they delivered disproportionately successful results.

Helana Robbins Huddleston
Partner
CohnReznick

Helana, CPA, CIRA, is a Partner specializing in transactional advisory and restructuring services. She has over 18 years of expertise in financial due diligence, restructuring, financial auditing, internal control evaluation, and business process improvement. Helana leads buy-side and sell-side financial due diligence engagements with strategic and financial buyers for private and public companies with enterprise values ranging from $20 million to $500 million in a variety of industries.

Ravi Shah
Principal
McNally Capital

Ravi is a Principal at McNally Capital, where he focuses on evaluating and executing direct private equity investments and supporting portfolio companies. Prior to joining McNally, he was a Senior Associate at Flexis Capital, a New York-based private equity firm. Ravi began his career as an investment banking analyst at Moelis & Company, where he focused on M&A and restructuring transactions across industries. He received a BSc in finance from the Leonard N. Stern School of Business at New York University. Ravi is Treasurer and a member of the Board of Directors for Ballet Chicago, a professional-track school of ballet. He also trains and competes in powerlifting with USA Powerlifting and, as a state referee, supports the availability of drug-tested powerlifting competitions in the United States. He previously served as an Auxiliary Police Officer with the New York City Police Department, Patrol Borough Manhattan South Command.

Conference Location

320 N Dearborn St.
Chicago, IL 60654
Tel: 312.726.7500