Deal Killers & How to Beat Them: Overcoming M&A Roadblocks

Bret Madole is a seasoned corporate attorney who brings nearly 40 years of experience in general corporate matters, mergers and acquisitions, banking, and intellectual property to a variety of clients, primarily middle market private companies and entrepreneurs, spanning across many industries. He advises individuals and companies from startup, implementing successful strategies for resolving issues with trademark, copyright, employment, licensing, governance, contracts, leases, mergers and acquisitions, and related matters.

Greg Hext is CEO of Hext Financial Group, overseeing its divisions which include the CPA firm, investment banking, corporate finance, wealth management, and advisory services. He is a seasoned CPA, who has led financial services firms since 1984, specializing in M&A, corporate finance, and other complex transactions in the United States and around the globe. He holds a Series 7, 24, 63, and 79 licenses.

Christine M. (“Chrissy”) Green counsels clients on federal, international, and state tax issues pertaining to transactions, structuring, and compliance. Chrissy frequently assists clients in business transactions by providing tax structuring options such as tax-deferred rollover structures and guidance on the tax aspects of company acquisitions and disposal. She also advises clients on incentive compensation plans in relation to business transactions.

Counseling clients on numerous federal tax compliance difficulties relating to corporate and pass-through taxation, as well as other tax topics like section 280E application in the cannabis industry, worker classification disputes, and employee retention tax credit issues make up a sizable portion of her tax practice.

She counsels non-U.S. individuals and companies on the U.S. federal and state tax consequences of establishing and conducting business in the U.S. In connection with doing so, she counsels clients on the application of US tax treaties. She advises people and businesses from Canada, Europe, India, Mexico, and other geographies on choice-of-entity tax matters when launching a business in the United States.

Chrissy also handles concerns for nonprofit organizations, such as petitions for exempt status and state charity solicitation registration and filings, and represents clients with regard to state tax difficulties, such as state income and sales and use tax obligations.

Jay has extensive experience as a private investor, investment banker and commercial lender primarily to the lower-middle-market in the Southwest. In these roles he has developed skills in building deep relationships with deal sources; underwriting both junior-debt and equity investments; analyzing credit and valuing private securities; managing portfolio companies effectively; and professionalizing and maximizing the value of companies by coaching, influencing and enhancing management teams.

Jay has held several senior roles with multiple private equity firms, including BancOne Mezzanine Capital; CapitalSouth Partners III; and a founding partner of Providence Investment Partners and Dos Rios Partners. Prior to his private equity roles, he worked for several world-class financial services companies including JP Morgan Chase, Bank of America and KPMG. He also has experience as a C-level executive of a publicly traded company.

Jay earned a BBA in Finance from The University of Texas and an MBA from Southern Methodist University. He is also a Chartered Financial Analyst (CFA).

Jay is actively involved in numerous professional and civic organizations including the Dallas Fort Worth Private Equity Forum, the Association for Corporate Growth, and the Dallas Association of Investment Analysts. He also serves as an elder of Park Cities Presbyterian Church (PCPC) and is actively involved in their marriage ministry. He formerly served as Moderator of the Diaconate of PCPC, on the President’s Council of Dallas Theological Seminary and as a board member of Providence Christian School of Texas and Broadway Dallas.

ay grew up in Corpus Christi, Texas and is married with four children and ten grandchildren. He enjoys bird-hunting, fly-fishing, coaching, playing baseball and studying Civil War history.