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Gold Room Session B

Pre-, During and Post-Liquidity: What you need to know

Presented By: Roetzel & Clark Shaefer Hackett

When it comes to the most important M&A transaction of your business life, most people are woefully unprepared. Entrepreneurs, wealth managers and M&A advisers take a look at best practices and mistakes made when preparing for — and completing — liquidity events.

Moderator:

Albert N. Salvatore
Secretary – Treasurer, Shareholder
Roetzel & Andress

Al has utilized his business and tax expertise to help clients find practical solutions to legal and business challenges. He advises clients through the entire business lifecycle, from early stage, entrepreneurial companies to high-growth private companies and publicly traded entities. He has facilitated the acquisition of businesses and operations and has shepherded companies through the complexities of a corporate reorganization.

Panelists:

Gordon Baker
Founding Principal
Thorson • Baker + Associates

Gordon is a founding principal of Thorson • Baker + Associates, an engineering design firm. His creativity and diligence to help build a successful firm are characteristics of his drive and spirit. His attention to detail and hard work show in the quality assurance and work ethic of the firm. He has designed and supervised many complex successful projects throughout his career.

Scott McRill
Shareholder, Transaction Advisory Services
Clark Schaefer Hackett
Michael Paparella
Managing Director
Signet Capital Advisors LLC

Michael is managing director of Signet Capital Advisors LLC, Signet’s investment banking group. He is a founding member of SCA, which provides financial advisory services to middle-market businesses throughout the U.S. He was the advisor to 2018’s Cleveland ACG Deal of the Year Award recipient, MediQuant Inc., on its sale to Silversmith Capital, of Boston.