Setting the Stage for Deal Success: Preparing Before the Deal Begins
Presented By: Crowe / Levenfeld Pearlstein
Deals are often won or lost well before a company enters the market. We’ll explore how buyers and sellers can prepare earlier, align expectations and address potential issues before they become obstacles. Panelists will examine financial and operational readiness, transaction planning, bilateral alignment, diligence preparation and the steps both sides can take to reduce friction, preserve value and improve the likelihood of getting a deal successfully across the finish line.
Moderator:
Partner
Levenfeld Pearlstein, LLC
Marc Zaslavsky is a partner in Levenfeld Pearlstein’s Corporate Practice Group, advising middle-market companies, private equity funds, and sponsors on complex M&A transactions across the U.S. He leads cross-disciplinary teams to structure and close deals and also serves as outside general counsel, providing strategic, business-focused guidance to clients.
Panelists:
Managing Director
Chicago Capital Partners
Tim Kramer is a Managing Director at Chicago Capital Partners. CCP is a private equity firm which primarily makes control investments in middle-market companies with $2-10 million of EBITDA. Prior to joining CCP in 2023, Tim spent over 20 years in commercial banking where he worked closely with middle-market family-owned businesses and private equity firms.
Former CEO
U.S. Waterproofing
Matt's uncle founded U.S. Waterproofing in 1957. Matt grew up in the business and joined his family business full time in 1999. U.S. Waterproofing has grown to become one of the most recognizable home repair brands in Chicagoland. In 2022, Rotunda Capital Partners invested in U.S. Waterproofing with the vision of becoming turning the company into a nationwide platform. Matt still leads the company as CEO, focusing on M&A, organic growth and developing his leadership team.
Director - Transaction Services
Crowe LLP
Brian Temple has over 12 years of experience is financial advisory roles and has provided professional services to private equity groups, specialty finance firms, and corporate strategic buyer clients. He has worked with clients on over 120 deals ranging in size from $2 million to $800 million. Brian provides financial due diligence investigations, preparation and evaluation of financial projections and business plans, evaluation of working capital and cash flow, and advising on deal structuring and negotiations.