Acquisitions & Valuations: M&A in a Post-Covid World
Presented By: Wintrust Bank / RSM
Active acquirers succeed by understanding multiples and having a clear strategy for how to negotiate. It can mean the difference between getting a good deal done and overpaying for a target company. Hear from acquisition-minded executives and M&A advisors as they discuss best practices in buy-side M&A.
Wheaton Bank & Trust Company, N.A., a Wintrust Community Bank
Kam has been appointed CEO of Wheaton Bank & Trust, part of the Wintrust Community Banks family. Since joining Wintrust in 2010, he has developed deep relationships and become a trusted advisor to numerous middle market businesses and private equity sponsors. Kam has played a critical role in the growth of Wintrust Commercial Banking through his business development efforts, dedication to mentoring younger bankers, and involvement on internal committees to improve operational efficiencies.
Susan, CFE, CM&AA, is Chief Operating Officer of NRD Capital. As such, she is primarily charged with fund management, portfolio company oversight, executive recruitment and deal sourcing. Susan was previously the Chief Operating Officer of Super Wash, Inc., the nation's largest franchisor of self-serve car washes. Susan is a past member of the Board of Directors of the International Franchise Association (IFA), and she is a professional motivational speaker. Susan has been immersed in business operations for 30+ years. She took her leap into business ownership when she bought her first franchise at the age of 19. She went on to acquire two more locations and was a multi-unit franchisee for 9 years. In 2012, Susan founded the Franchise Capital Exchange event.
Chief Financial Officer
Jeff is an entrepreneurial executive with over 15 years of diverse experience and a record of documented success within digital solution providers, healthcare, and information technology growth driven business. Jeff has experience taking a company from privately held to private equity backed and then to a sale to a public company and has significant buy and sell side M&A. He currently serves as CFO of Bounteous, Inc., a private equity backed company, and Bounteous has completed 4 acquisitions in the past 4 years.