Successful Sell-Side Transactions—and Planning for the Financial Benefits from the Deal
Presented By: Sequoia Financial Group / MelCap Partners, LLC
What does a successful sale of your business look like? In this breakout session, a buyer rolling up an industry talks about what he’s seeing with sellers; a seller discusses why now was the right time and how buyers can prepare to work with people like him; and two M&A advisors explain what the current landscape looks like and how to ensure deals get done.
Moderator:
President
MelCap Partners, LLC
Al Melchiorre is President and founder of MelCap Partners, a middle market investment banking firm that he founded over 22 years ago, Over the past few years, MelCap has been recognized as boutique investment banking firm of the year multiple times by The M&A Advisor. MelCap's clients are predominately privately-held, family owned businesses going through a once in a life-time transaction.
Panelists:
Executive Vice President of Corporate Development
Sequoia Financial Group
Norm is executive vice president of corporate development at Sequoia Financial Group. Previously, he was president and CEO of Wealthstone Advisers and led Banc One/JPMorgan’s Institutional Investment Group, where he oversaw a team responsible for advising over $250 billion in assets. He also served as director at One Group Global Funds and director of JPMorgan Asset Management (UK) Ltd. and was on Banc One’s Investment Advisors’ Board of Directors and its Investment Policy Committee and Investment Management Group Risk & Policy Committee.
President
Ashland Conveyor Products
Tim Swineford is President and past owner of Ashland Conveyor Products. Ashland Conveyor is a highly recognized unit handling conveyor manufacturer in North America. Ashland produces a line of gravity conveyor such as roller, skate wheel, and ball transfer, as well as powered conveyor. He recently helped guide ownership of Ashland to a private equity firm and continues his role as president for the new owner during the transition.