Navigating the Deal Life Cycle on the Buy Side
Presented By: Pease Bell CPAs / Tucker Ellis LLP
From selecting the right target to negotiating favorable terms to ultimately achieving a successful close and integration, buyers must be strategic and adaptable in all phases of the deal life cycle in order to reap the rewards. Those who successfully navigate this terrain on a consistent basis often say that the old adage “nothing is given, everything is earned” is fitting. Join an accomplished group of dealmakers on this panel as they take the audience through stories of determination, resilience and lessons learned from their experiences in traversing transactions. You’ll gain practical tips and best practices from those on the front lines of dealmaking, including how to maximize value while mitigating risks.
Moderator:
Partner and Chair of the M&A and Securities & Capital Markets Practice Groups
Tucker Ellis LLP
Jayne Juvan chairs both the Mergers & Acquisitions and Securities & Capital Markets practice groups at Tucker Ellis. She counsels public and high-growth private companies, private equity firms, and venture capital firms from initial formation through all stages of the business life cycle. Jayne navigates complex issues in transactions of all sizes and has been a key advisor on deals valued at more than $1 billion.
Panelists:
Investor
McCarthy Capital
Alan Davis is a member of the investment team at McCarthy Capital, which is investing out of its 8th private equity fund. His responsibilities include evaluating new investment opportunities, structuring and executing private investments and management oversight of portfolio investments. He currently helps manage the firm’s investments in App Academy, Corkcicle, Smartlink and Progressive Dental Marketing.
Partner
Pease Bell CPAs
David's role as Managing Director with Pease Capital Advisors includes directing the day to day operations and leading client relationships. He also plays a pivotal role in evaluating client opportunities, term sheet preparation, and negotiations.
Prior to founding Pease Capital Advisors, David worked in corporate insurance consulting, with a specialty of mitigating risk during a transaction.
Partner
The Riverside Company
As a highly experienced private equity professional, I bring a range of capital choices to business owners, management teams and advisors. Utilizing growth capital, non-control capital, majority-stake equity partnerships, full acquisitions, and debt for small and middle-market businesses, I can help your company or client. Tapping into 16 years of experience at The Riverside Company, I lead the firm’s Origination initiatives with deal source firms and referral sources based throughout the Midwestern United States. Together with a team of 16 Origination professionals across North America, we collectively establish new stand-alone companies, also called platform companies; and find and complete add-on acquisitions which enable Riverside's portfolio companies to expand by adding new product lines, service offerings, or geographies.