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Session A

Transaction Readiness In a Post-COVID World

Presented By: U.S. Bank

Are you ready to go to market with a deal—raise capital, make an acquisition, bring on a partner, deploy growth equity, or even divest part of the company? Join CEOs, founders, investors and M&A advisors as they lay out the questions you must ask about your people, processes, finances, and operations.

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.


Steve Bennett
Market President
U.S. Bank

Steve has led the region as U.S. Bank’s senior executive since 2016. He has more than 27 years of experience in banking. As head of U.S. Bank’s Commercial Banking Group in the greater Columbus area, Steve focuses on helping middle-market clients work toward their goals and meet their financial and operational needs. In addition, he leads the local U.S. Bank Foundation.


Andy Panos
President; COO
US Telehealth; Cloudbreak Health

Andy guides the business strategy, sales initiatives, and product innovation for Cloudbreak Health, the company solving for the ages-old barriers to medical communication with specialized technology and leading-edge services. With Andy leading the charge, Cloudbreak has established itself as an organization on a mission to humanize healthcare.

Katherine Hill Ritchie
Director of Strategic Development, Member of the Board
Nottingham Spirk

Mrs. Hill Ritchie has worked internally and as an advisor to 8 family offices through her firm, Private Capital Investments, LLC. Her current role is Director and Board Member for Nottingham Spirk Family Office, and her past roles include: Simon Group Holdings, Eden Capital, PEX Global, and Wedge Alternatives. She spent 7 years in Switzerland where she was a Managing Director at Palladio Alternative Research and Senior Analyst and Investment Committee Member for the Saad family office’s $3.5 billion investment portfolio. She is an Angel Investor and is on the investment committee for University Impact and the BVC Oceans Fund, both social impact VC funds.

Katherine received her MBA from Fordham University and her BS in Psychology from University of Maryland. Her Board member activities include: Chair of the ACG New York Family Office Committee, Board Member of ACG NY, and Family Office Advisory Board of TriState Capital. Her past philanthropic volunteer activities include: Global Co-Chair of The Guild, the Philanthropy and Education Committees of 100 Women in Finance, and Fordham MBA Overseers Board. 

Robert A. Smith
Armada Waste - OH

With over 32 years of solid waste and recycling experience, Rob has successfully led teams as small as 7 and as large as 1300 to increased sales and profits, cost controls, and process improvements which have resulted in consistent advancement in profits, safety, compliance, customer service and operational efficiencies. After time as a District Manager, Market Area GM, and Area Vice President, Rob started his own company, from scratch which has grown over the past 10 years to become Armada Waste, a regional force in the Solid Waste and Recycling business, spanning 5 locations across Ohio, Pennsylvania and Kentucky with a current annual run-rate of nearly $40 million.

Conference Location

Dealmakers Conference
Columbus, OH
Tel: (800) 988-4726