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:
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:
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.
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.
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.