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Transaction Preparedness: Analyzing Your People, Operations, and Balance Sheet Management Before the Deal

Presented By: BMO Harris Bank / CliftonLarsonAllen LLP

Every deal requires good self-reflection. Whether you’re selling your company, making an acquisition, raising capital, or engineering a liquidity event, you better know your company inside and out. In this session, CEOs, investors, and M&A experts discuss why being prepared helps get deals done.


Jennifer Johnson
Vice President
BMO Harris Bank

Jennifer is a Vice President in the Corporate Advisory practice at BMO Harris Bank. She specializes in providing corporate finance advisory services to privately held businesses on a variety of topics, including mergers & acquisitions, ESOPs, and complex financing structures, among other corporate finance topics.


Steve Henn
IDEAL Industries

With more than 35 years of experience, Steve Henn brings IDEAL proven expertise in global management, acquisitions, and integrations, innovation, high- performance team development and manufacturing. Steve leads IDEAL with his unique vision and wealth of knowledge across industries. A graduate of Georgia State University (MBA) and Seattle Pacific University (BA – Accounting & Finance), Steve spent 29 years with Illinois Tool Works before joining IDEAL in 2019. He is a past Board Member of Ocean Conservancy and Junior Achievement.

Adrian Nohr

Adrian is a transaction services manager with more than eight years of experience working with privately held companies and their owners. She manages buy-side and sell-side due diligence engagements and transaction support. She has worked on transactions ranging in size and industry including manufacturing, distribution, retail, technology, professional services, and construction.

Hunter Powell
MADSKY & CodeBlue

Before joining MADSKY, Powell was a Principal at BW Forsyth Partners, where he was responsible for assessing new platform and add-on acquisitions, and leading key strategic initiatives for Cor Partners. His focus there was to develop organic and acquisition growth strategies and execute strategic initiatives which ultimately resulted in about 600% revenue growth over nine years.

Conference Location

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