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Forest City Room Session A

The Buyer Pre-Transaction Playbook: Relationships, Process & Letter of Intent

Presented By: Copper Run / McDonald Hopkins

Most M&A conversations focus on how sellers should prepare for a deal—but what about the buyer? In this candid and tactical session, we’ll break down the pre-transaction strategy from the buy-side perspective. From building and leveraging relationships to navigating internal alignment, managing processes, and crafting an effective LOI, this session will walk you through what it takes to set the stage for a successful acquisition.

Moderator:

Christal Contini
Chair, Mergers & Acquisitions Practice
McDonald Hopkins

Christal Contini is Chair of the firm's Mergers and Acquisitions Practice Group. Her practice is focused on representing private equity funds, family offices, physician practice groups, medical laboratories, behavioral health facilities, and strategic buyers and sellers in various types of transactions, including complex mergers, acquisitions, dispositions, leveraged buyouts, distressed acquisitions and dispositions, financings, and investments.

Panelists:

Corrie Menary
Partner
Kirtland Capital Partners

Corrie Menary joined Kirtland in the summer of 2004 as an intern and returned full-time in June of 2005.  Prior to joining Kirtland, Corrie was an analyst in National City Bank's Debt Capital Markets group and worked in the bank's credit underwriting department.

She received her undergraduate degree from The Ohio State University and a master’s in business administration from Michigan State University.

Lizabeth Roth
Vice President
Copper Run

Lizabeth Roth is a Vice President at Copper Run, where she specializes in Buy-side Investment Banking. She collaborates closely with private equity, family offices, and privately held businesses to develop tailored deal sourcing strategies that drive successful acquisitions. Lizabeth has led buy-side search across a variety of industries including manufacturing, business services, and distribution.

Denise Shade
Managing Partner
Cormitto Partners

Denise is Managing Partner of Cormitto Partners, which acquires and holds businesses for long-term value creation. She has a strong track record of transforming companies resulting in sustained profitable growth. Formerly a member of KeyBank's Executive Council, she led businesses within Capital Markets and Payments. She is a board member and former Managing Partner of Promise Partners, an ETA accelerator.

Conference Location

24 Public Square
Cleveland, OH 44113
Tel: (216) 696-5600