Buy and Build: Mastering the Art of Roll-Up Strategies
Presented By: Forvis Mazars, LLP / Taft
Roll-up strategies can unlock scale, efficiency, and market power —but only when executed with discipline. Join a panel of executives leading multiple acquisitions and seasoned M&A advisors to explore the art and science of buy-and-build. From identifying the right targets and structuring deals to integrating operations driving synergies, panelists will share practical lessons from the front lines. Attendees will gain insights into what makes roll-up strategies succeed—or stumble—and how to approach them with clarity, creativity, and confidence.
Moderator:
Chief Content Officer
Smart Business
Dustin is an award-winning business journalist, bestselling author, and the chief content officer of Smart Business. Over the past 30 years, he has interviewed thousands of business and civic leaders, and helped more than 50 CEOs and entrepreneurs transform their ideas into books. A trained investigative politics reporter and former digital media entrepreneur, Dustin joined Smart Business in 1997 after serving as an editor at several daily newspapers.
Panelists:
CFA, Vice President
Wind Point Partners
Yury Kapko joined Wind Point in 2020 and is a Vice President. He is currently involved with portfolio companies D&H United, Tropicale Foods and Warehouse on Wheels. Previously, he was also involved with Gehl Foods and Smart Care. Prior to joining Wind Point, he worked in the Corporate Strategy Group at Purolator Inc. where he focused on companies in the Transportation and Logistics markets. Yury graduated from York University with an iBBA degree and has an MBA from Harvard Business School. Yury is a CFA Charterholder.
Partner
Taft Law
Payal focuses on general corporate and transactional matters. She represents clients from inception to exit, including matters of corporate governance, mergers & acquisitions, private equity transactions, minority investments, secured financing, and debt and equity issuances.
Global Head of Corporate Development
rEvolution
Tony is the Global Head of Corporate Development and a founding investor at the industry leading sports marketing firm, rEvolution. Tony recently led the Event Solutions business at Apollo backed, Notified. As CEO of PRA (PRA), Tony transformed the business through 19 acquisitions to lead its sector in the Americas. Tony is a graduate of Harvard Business School – Owner/President Management program, and holds a BS in Accounting from the Kelley School of Business at Indiana University.
Partner
Forvis Mazars, LLP
Tom Murtagh is a tax partner with Forvis Mazars and a leader in the firm's healthcare service niche. With more than 20 years of experience, he specializes in corporate and partnership taxation for closely-held businesses and their owners.