Skip to Content
Session I

Running Your Business Like It’s For Sale

Presented By: Fifth Third Bank / Oswald Companies

Getting a company ready to sell can be a daunting task—even more so if you haven’t been running the business as though it was already for sale or aren’t adjusting as market conditions change. Join a group of owners, investors, and M&A advisors as they share insight for getting your house in order before you go to market to sell and shine a spotlight on how to navigate uncertainty and issues that impact sell-side deals. 


Jeff Schwab
Sr. VP - Private Equity Services
Oswald Companies

Jeff coordinates the analysis of a target company’s exposure to risk in the areas of commercial insurance, employee benefits, retirement plans and life insurance strategies. The group delivers a comprehensive review and understanding of the entire risk profile of the target company; including the insured and uninsured exposures faced by an entity. The group also projects pro-forma costs for the target to allow for reliable financial modeling post close.


Joseph Carson
Managing Director
Fifth Third Securities

Joe is a Managing Director with Fifth Third Bank's Investment Banking Group. Joe co-heads the Industrial Investment Banking Group at Fifth Third and has been advising clients through the M&A and capital raising process for over 25 years. Joe works with closely held middle-market companies throughout the United States with a focus on industrial technology and services. Joe took a hiatus from investment banking to work at Caldwell Tanks, in Louisville, KY, for three years running Caldwell Tanks' Energy Division prior to joining Fifth Third in 2017.

Gerald Hetrick
Former CEO; VP, Talent Experience
Able; Bullhorn



Ansir Junaid
Founder, Chairman & CEO
SupplySide Group

A. Junaid is Founder, CEO, and Chairman of the SupplySide Group, a privately-held group of companies representing a diverse array of industries linked through common priorities in full-service supply chain solutions and sustainability. The breadth and success of the SupplySide Group are illustrative of Junaid’s combined expertise in global manufacturing, supply chain, real estate, and mergers & acquisitions (M&A) deal flow in both domestic and international markets.

Junaid is a sought-after expert transforming fragmented markets into sustainable growth engines through innovative techniques and technology infusion. Much of his work has focused on redefining traditional supply chains to enable new relationships between large retailers and domestic and international suppliers (Asia, Dubai & Africa). Junaid is a go-to expert collaborating with private equity to transform fragmented businesses into blended acquisition targets with national presence and optimized value.

Junaid has fueled the growth of SupplySide Group into a global business that serves hundreds of customers and companies including, decades-long relationships with Fortune 500 notables such as Amazon, Target, UPS, Home Depot, and Lowe’s. SupplySide Group’s impact is especially remarkable within logistics management and packaging services.

Vince Nardy
Rockwood Equity

Vince has been a partner at Rockwood Equity since 2011, with a primary role of assisting CEOs of Rockwood’s portfolio companies as an active board member. He has also been interim CEO of AFC Industries, interim CEO and board member of AMACS and chairman of the board of Altimate Medical, all Rockwood portfolio companies.

Conference Location

100 Lakeside Avenue East
Cleveland, OH 44114
Tel: (216) 413-5000