The Value of Preparation Before Liquidity Events
Presented By: BDO / BNY Mellon Wealth Management
Few things can be as life changing as a liquidity event—when you take money off the table from your company. And that means building value before the transaction is critical. So how can you ensure your deal is attractive and that you command a high premium? And, do you roll a piece of the deal back into the company for extraction at a later date? Join a group of CEOs, investment professionals and M&A advisors as they explore lessons learned and share tips for what you can do today to prepare yourself and your company for the deal.
Moderator:
Managing Director, Business Restructuring Services
BDO
Robert is a Managing Director in BDO's Business Restructuring & Turnaround Services practice. His focus is on middle-market companies, both distressed and healthy, seeking financial financial and operational improvement through interim financial leadership and re-organization. Robert is a seasoned restructuring professional, with significant experience in the manufacturing, distributing, hotels/ hospitality and entertainment industries.
Panelists:
President - Ohio Region
BNY Mellon Wealth Management
Ronald has overall leadership responsibility for the region’s investment management, trust administration, business development and private banking businesses. He has more than 35 years of experience in the wealth management industry. Prior to joining the firm, he was with Key Bank National Association, where he was most recently the national sales manager for the firm’s wealth management division.
Founder
JBC Technologies, Inc.
Joe is the founder of JBC Technologies, Inc. Founder and CEO of MP Antenna Ltd and founder and Managing Partner of Bliss Investments. At the age of 28 Joe co-founded JBC Seals, Packing & Kits, Inc. the predecessor company to JBC Technologies, Inc. In 2002 he bought out his partner and changed the name to JBC Technologies, Inc. Over the next 20 years Joe successfully navigated the company thru the worst recession in US history, built a new headquarters and manufacturing facility in North Ridgeville, Ohio, expanded manufacturing capabilities and added a second manufacturing facility in Madison, Wisconsin. In January 2020, Joe sold JBC Technologies to private equity group River Associates.
Joe has a bachelor’s degree in Mechanical Engineering from Cleveland State University and prior to starting his first company was an Engineer with Parker Hannifin and Project Engineer at Bendix. He is an active member in the Entrepreneur’s Organization and is a trained EO business mentor.
Chairman
Proformex
Lou has extensive experience in logistics, software, distribution, service, and manufacturing industries, private equity, venture capital, public and private companies as a CEO, CFO and board member. A key focus for Lou has been in sales and acquisitions of businesses. This includes over 30 sales and over 100 acquisitions.