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Session B

Sell-Side Dynamics: Entrepreneurial Tales & Second Bites at the Apple

Presented By: Citizens Capital Markets and BDO

Growth through liquidity is one of the most effective ways to build your business. But what exactly does that mean? Join a group of CEOs who have been through private equity transactions and a duo of M&A experts as they discuss the importance of alignment, preparation, and how to ensure after your first liquidity event that you’re in the correct position to grow and pursue that second bite at the liquidity apple.

Moderator:

David Dunstan
Managing Director
Citizens Capital Markets

David co-founded Western Reserve Partners in 2004, which was acquired by Citizens in 2017, and has more than 25 years of experience advising middle market companies in mergers and acquisitions and capital raising across a wide range of industries. Prior to co-founding Western Reserve Partners, he was a Managing Director at KeyBanc Capital Markets and Manager of Consumer Investment Banking at McDonald Investments. David started his career at Ernst & Young, where he provided financial consulting and audit services to middle market companies.

Panelists:

Chris Adams
President & CEO
Park Place Technologies
Ross Vozar
Transaction Advisory Services Partner
BDO

Ross has more than 20 years of public accounting experience, having spent most of those years in the transaction advisory service practice at a Big Four firm. Ross has participated in more than 300 transactions in a number of industries, including manufacturing and distribution, consumer products, professional services, aerospace, software and restaurants. He has experience with both corporate and private equity clients on acquisition and divestiture activity, including carve-out operations with both domestic and international clients. Ross’ focus is in due diligence, integration planning and implementation, synergy identification and capture, valuation, and divestiture planning with a concentration in financial due diligence.

Chrissy Wostmann
CEO
n2y

Chrissy has been part of the n2y family since her mother, Jacquie Clark, founded the company in 1997. As Chief Executive Officer, Chrissy is the guiding force behind n2y’s mission to provide technology-forward, age-appropriate solutions that enrich the lives of individuals with unique learning needs and those who support them, ensuring that everyone can learn. As a former public school teacher, she has firsthand knowledge of the challenges teachers face each day in their efforts to meet students’ individual needs.