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Session A

How To Win The Deal … And Not Be Based On Price

Presented By: Tucker Ellis LLP / Citizens Capital Markets

In an acquisition landscape where supply is limited and demand is high, often price becomes the difference. But what if it doesn’t, and other factors determine which buyer wins the deal? Join this insightful—and sometimes contrarian—conversation among a group of acquisition-minded c-suite executives, investors, and M&A advisors as they discuss what truly differentiates winning buy-side transactions… beyond the price.

Following a 40-minute panel discussion you will have the opportunity to meet the speakers and ask questions during a 20-minute video Q&A session.

Moderator:

David Dunstan
Managing Director
Citizens Bank M&A Advisory

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.

Panelests:

David Cheney
CEO
Coles Gray LLC

David is an entrepreneurial C-Suite executive, private equity Managing Partner, and board member with an extensive background managing complex industrial and manufacturing companies. He has established track record of value creation utilizing a unique blend of experiences including investment banking, private equity and operational management. Known as a passionate and decisive leader who places a premium on integrity and transparency.

Eric Easton
Chief Financial Officer
Ampex Brands Family of Companies

Eric is CFO of AB Management Solutions. In his role, he oversees the Ampex Brands Family of Companies affiliated portfolio companies and new investments. Ampex affiliates own and operate approximately 400 quick service restaurants and convenience stores as well as a diverse investment portfolio with direct investment holdings in hospitality, insurance, real estate and media.

James Irwin
Managing Director, Head of Buy-Side Practice
Citizens Capital Markets

James brings unique perspectives to inorganic growth discussions having led 100+ M&A transactions ranging from $1 million to $5 billion in both corporate and advisory roles. James is a Managing Director with Citizens Capital Markets and heads the Buy-Side M&A practice. Previously, James held senior positions leading Corporate Development and Strategy for Evoqua Water Technologies, A. Schulman and Cleveland-Cliffs.

Jayne Juvan
Chair of M&A, Securities & Capital Markets
Tucker Ellis LLP

Jayne serves as co-chair of the Corporate Governance practice group and chair of the Private Equity practice group at Tucker Ellis and as vice chair of the American Bar Association’s Corporate Governance Committee. She is a trusted adviser to investors, boards, and management on corporate transactions, regulatory compliance and fiduciary duties. She counsels public and high-growth private companies, private equity funds and venture capital funds through all stages of their life cycles and has been a key adviser on domestic and cross border deals.

Conference Location

Dealmakers Conference
Cleveland, Ohio
Tel: (800) 988-4726