Sell-Side Strategies: Navigating Today’s M&A Market
Presented By: BellMark Partners, LLC / Dickinson Wright PLLC
In today’s competitive and evolving deal environment, selling a business takes more than just listing it. From timing the market and preparing your financials to understanding buyer behavior and driving competitive tension, this session dives into how sellers can take control of the process to maximize outcomes. Hear from dealmakers and advisors who know what it takes to position a company for a premium valuation—and close with confidence.
Moderator:
Member
Dickinson Wright PLLC
Scot manages the firm’s corporate, M&A, private equity, securities and tax practices, and is also the head of the cannabis group, which consists of more than 40 attorneys throughout the U.S. and Canada. He has extensive experience in corporate, mergers and acquisitions and tax law and has served as lead counsel in mergers and acquisitions, private equity investments, private offerings, venture capital financings, mezzanine debt offerings, divestitures and other related financial transactions, in a number of industry sectors, including the cannabis industry.
Panelists:
Co-Founder & Managing Partner
Keen Capital Partners, LLC
Max Perdue is the Co-Founder and Managing Partner of Keen Capital Partners, a Scottsdale-based, private investment firm dedicated to deploying non-control, disciplined capital into America’s founder-owned companies. Keen invests across the capital structure exclusively into non-sponsored companies. Prior to founding Keen, Max spent 25 years in various leadership, investment and originations roles and across multiple investment strategies with Comerica Bank, GE Capital, Mubadala, Trive Capital and Caprice Capital.
Principal
Trivest Partners
William is a senior investment professional with the Mid-Market Fund at Trivest Partners, a founder-focused private equity firm with approximately $6 billion in AUM across four fund families. He evaluates investment opportunities and partners with portfolio company management teams to drive strategic initiatives.
Prior to joining Trivest, William was a Partner at a middle-market private equity firm and began his career in investment banking. He earned his B.S. from Miami University and his MBA from the Ross School of Business at the University of Michigan.
Managing Director
BellMark Partners, LLC
Andy is Managing Director and Co-CEO of Bellmark Partners, LLC, and head of the firm’s Cleveland office. Andy has 30 years of investment banking experience, having personally completed well over 100 M&A, special committee, and board advisory assignments. Previously, he was with KeyBanc Capital Markets, where he was head of the sponsor coverage, consumer & retail, and M&A investment banking groups.
Founder & CEO
Kassel Mechanical
Tom Werner is founder and CEO of Kassel. Kassel has several operational verticals with the largest being Kassel Mechanical. Kassel Mechanical is a commercial MEPF construction sub-contractor and currently has 1800 people in 8 states with plans to extend into 4 additional in the near term.