Post-Deal Value Creation
Presented By: Chief Outsiders / Insperity
Discover how to activate and optimize key elements such as leadership, branding, culture, and more, post any type of deal – be it an acquisition, carve-out, rapid growth, or even the sale of a company. Join a group of entrepreneurs, investors, dealmakers, and M&A advisors as they explore the structure and options available for value enhancement, covering four crucial stages: due diligence, growth planning, integration, and exit strategy. Don't miss this opportunity to learn from industry experts and boost your company's post-deal success.
Business Performance Advisor
Rob Stepen, Business Performance Advisor with Insperity applies decades of experience as a business owner to work with Small to Mid-size businesses to realize their company goals by improving their efficiency, accelerating growth and driving revenue by introducing our PEO Model.
Jesse Alexander serves as President of DHRpro, directing the strategy and tactical execution of the company to realize the transformational dream of DRHpro. He brings 30 years of global technology and healthcare experience, including strategic planning, mergers and acquisitions, sales, service, and development to deliver profitable growth for his companies and stakeholders. Jesse builds healthy performing companies, with a mantra of “Mission First, People Always.”
With several successful exits behind him, he has accelerated the trajectory of his previous companies through organic growth as well as mergers, acquisitions, and integrations. Jesse has served in various senior executive roles at companies such as Allscripts Healthcare, LexisNexis, Innovative Technology Solutions, WhiteHatAI, Mitsubishi, and Solectron. While at Allscripts Healthcare as a senior executive, he led several divisions supporting cloud hosting, applications support, and IT operations serving over 100 hospitals and healthcare systems, 160,000 physicians, and 500 million annual claims.
Jesse graduated with a BA (honors) in Economics from the College of William and Mary, followed by an MBA (honors) in International Marketing and Operations from CNU. A former Army Officer, Jesse is a dedicated husband and father of three who enjoys spending time traveling, exercising, building things, and giving.
Inter-Med, Inc. dba Vista Apex and Perio Protect
Scott Lamerand is the CEO of Inter-Med, a private equity owned, platform company providing innovative dental materials and solutions into preventative, restorative and endodontic procedures Worldwide. Scott has led his organization since March of 2020, guiding the organization through the challenges of Covid and the post-Covid World. Prior to his role as CEO at Inter-Med, Scott founded Apex Dental Materials and led that organization for 15 years prior to a successful sale to Inter-Med.
Michelle Moreno is a Managing Partner with VentureDNA, leading the Investment Banking services and supporting the firm's advisory services. Focused on U.S. and global high growth companies, activities include Capital Raising, both equity and debt, for the issuance of Series A and B securities and related corporate debt offerings. Industries served include Technology and Services companies in Life Sciences, Healthcare, MedTech / Medical Devices, Professional Services, Manufacturing / Industrial Technologies, Marketing, Education, Energy, Food, and Government Services. Michelle has worked with companies of all sizes from Fortune 500 and large public companies through to family-owned businesses. Investors include institutional funds, family offices, and qualified investors.
Sharon Spooler is a Managing Partner at Chief Outsiders with responsibility for the Midwest region. Sharon helps CEOs and Founders cut through the noise to understand what is working, how to measure marketing ROI, and how to scale programs for growth. An engineer by training, Sharon believes in the process of marketing, measurement, and that order of operations matters when it comes to developing marketing and sales in growing companies. She has worked for start-ups to Fortune 100 companies in technology, professional services, SaaS, and financial services. As a Managing Partner, Sharon puts that experience to work by matching CEOs and companies with the right fractional CMO and CSO talent.