Buyer Called, Now What? – Building a Transaction-Ready Company
Presented By: J.P. Morgan Chase / Roetzel
An unsolicited inquiry from a buyer can create opportunity—but it can also expose just how prepared a company is for a potential transaction. Whether a deal is on the immediate horizon or not, building a transaction-ready company creates greater flexibility when opportunities arise. Join us for a practical discussion on preparing for potential transactions, evaluating opportunities and understanding the deal process from both sides of the table.
Panelists:
Wealth Advisor
JPMorgan Private Bank
Andrew Bonnington is an Executive Director and Wealth Advisor in the Columbus office of J.P. Morgan Private Bank. Andrew collaborates closely with successful individuals, entrepreneurs and multi-generational families to navigate the complexity inherent in stewarding, structuring and transferring significant assets.
Chairman
ASG | Chute Gerdeman
I’m a strategic advisor, board chair, and connector who helps businesses and teams figure out what’s next. I specialize in navigating transitions—whether scaling, evolving leadership, or exploring exit strategies—by aligning people, process, technology, and culture to unlock long-term value.
After founding and scaling ASG (now an ESOP), I’ve shifted my focus to supporting companies at critical inflection points. I work best with founders and leadership teams who care about legacy, alignment, and building with others—not just for them.
Shareholder
Roetzel & Andress LPA
Demetrius brings over a decade of experience advising companies on business and tax law matters. As shareholder at Roetzel & Andress, Demetrius advises companies on the tax implications of tax-free reorganization, employee benefits and welfare plans, acquisitions and divestitures, and multi-state nexus issues. In addition, he assists clients in resolving tax-related issues with taxing authorities including the U.S. Tax Court, Internal Revenue Service, and state and local taxing authorities.