Pulling the Right Levers: Laying the Groundwork for Value Creation Before the Deal Closes
Presented By: Insperity / Venable
Closing a deal is just one milestone—but the real value is often won or lost based on how well you’ve prepared beforehand. This session explores how executives and private equity firms can set the stage for success by aligning leadership, planning integration, building operational readiness, and anticipating talent and cultural shifts. Panelists will share real-world strategies for laying a strong foundation before the ink dries—so once the deal is done, you’re ready to hit the ground running.
Moderator:
Certified Business Performance Advisor
Insperity
Throughout her career in business development, account management and engineering, Gina Carvana has demonstrated a proven ability to exceed sales predictions, and client expectations. Her decade of strong executive sales experience and savvy negotiating laid the perfect groundwork for her transition to small business consulting after serving as an accomplished director of business development for various software firms, and as an award-winning software account manager for IBM Corporation.
Besides being consulting and tech savvy, Gina is expert at developing personal relationships with clients and maintaining a high level of customer satisfaction. Her interpersonal and managerial skills partner with her keen eye for detail to ensure that every deal is navigated with utmost attention and finesse.
Born and raised in Washington, D.C., Gina has deep family roots in the hometown market she knows and loves. Gina will approach your challenges with an analytical yet creative approach.
Gina is a graduate of the University of Virginia in Charlottesville with a B.S. in Systems Engineering. She also studied Liberal Arts at City of London Polytechnic in London, England. When not busy working, Gina spends her time as an involved mother and an active community member
Panelists:
Founder
Contracts.ai
Bill co-founded and leads Contracts.ai, a native AI company that provides automatic contract-to-business reconciliation to improve working capital, lower costs, & increase revenues. He has also served as a CEO of high tech & industrial growth stage & enterprise companies, and as a CMO & Strategy Officer for publicly traded companies. Experience in turnarounds, revenue growth, P&L improvement, team building, fundraising, IPOs, and M&A & leading teams in USA, Europe, Greater China, Australia, and South America.
President
BOW Enterprises
Ticki Favaroth is a faith-centered CEO, strategist, and visionary founder dedicated to creating a legacy, driving purpose, and achieving transformative impact. With decades of multi-sector leadership, she champions values-based strategies that empower individuals and organizations alike. As the driving force behind HR&Co., The Wisdom Table, and The ADISA Institute—and serving as Vice President & Chief People Officer of The BOW Collective and President of BOW Enterprises—she advances growth, authenticity, and generational wealth, all anchored in clarity and service.
Counsel
Venable LLP
Molly Merritts-Ricci is an experienced transactional attorney, routinely assisting clients with mergers and acquisitions, equity and debt financing transactions, and general corporate governance. Molly has led deal teams in complex transactions across an array of industries, including technology, healthcare, heavy equipment and automotive, cybersecurity, and hospitality. She also serves as outside general counsel to private equity groups, family offices, operating companies, and new business ventures. She has extensive experience in drafting and negotiating commercial contracts, limited liability company agreements, stockholder agreements, buy-sell agreements, and other key business documents. Molly also assists companies with equity incentive grants and internal reorganizations.
Molly's practice also includes representing companies and investors in equity financing and investment transactions. In addition, she advises borrowers and lenders in debt financing transactions, including acquisition financing, working capital lines of credit, and other types of loan facilities.