Optimizing a Deal: How Sellers and Their Advisors Drive Exceptional Outcomes
Presented By: Johnson Investment Counsel / MelCap Partners, LLC
Behind every great deal is a smart, prepared seller. This session explores how business owners—alongside their advisory teams—can shape the trajectory of a transaction. From timing and positioning to managing buyer dynamics and negotiating key terms, hear how proactive planning and sharp execution lead to stronger outcomes. Panelists will share behind-the-scenes insights on how sellers can take control of the process and drive value at every stage
Moderator:
Senior Portfolio Manager, Principal
Johnson Investment Counsel
Michael joined Johnson Investment Counsel in 2015. He is a Senior Portfolio Manager and Shareholder of the firm. Before joining the firm, he received a Bachelor’s degree in both Accounting and Finance from Wright State University. He holds the Chartered Financial Analyst® (CFA®) designation and the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and is a member of the CFA Society of Columbus.
Panelists:
Retired CEO & Co-Founder
Kid Works™ Creative Learning Centers & SV Properties
Dennis is an accomplished entrepreneur, investor, and co-founder of SV Properties and Kid Works™ Creative Learning Centers, a regional early childhood education provider headquartered in Cincinnati, Ohio, and current Board Member/Treasurer at Glove Specialties, Inc. Previously, he was a Managing Director at the software company Cincom Systems overseeing operations in North America, Europe, Latin America and Greater Asia Pacific.
Co-Founder, Executive Vice Chairman
Safecor Health
Steve Fischbach co-founded Safecor Health in 2008 with the goal of fulfilling an unmet need in hospital pharmaceutical unit-dose repackaging. Since then, Safecor Health has transformed from an idea of safety through bar coding to the market leader and the most heavily used unit-dose repackaging provider in the country.
Steve started Safecor Health after more than 25 years of experience across the pharmaceutical and health care industries and earlier experiences in consulting, accounting and investment banking.
Prior to Safecor Health, he was a Senior Vice President of Operations at Cardinal Health — a distributor of pharmaceuticals, global manufacturer and distributor of medical and laboratory products, and a provider of performance and data solutions for health care facilities. Throughout his 12-year career at Cardinal Health, he also held increasingly senior positions throughout operations, investor relations, and business development.
Steve graduated from DePauw University with a B.S. in Economics and received an MBA in Marketing and Finance from Northwestern University.
Managing Director & Principal
MelCap Partners, LLC
Anthony is responsible for the management of MelCap’s investment banking engagements. In his role, Anthony manages the firm’s clients, deal processes, buyers and investors, and investment banking staff. Anthony also manages and supports the development of the firm’s offering memorandums, financial analysis and models, industry research, and proposals.