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Session A

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:

Jayne Juvan
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:

Marilyn Anzevino
CFO
Ajax Tocco Magnethermic

 

 

Alan Davis
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.

 

David Pease
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.

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