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Session C

How to Reach the Finish Line with Less Risky Buy-Side Deals

Presented By: IMA / LCG Advisors

Join industry leaders and seasoned dealmakers in this dynamic session focused on closing buy-side deals with confidence and reducing risk. Discover cutting-edge strategies to de-risk acquisitions, including the latest insights on reps and warranties insurance. Learn what sellers can do to ensure a smooth process, from internal due diligence and financial comprehension to contract organization. Gain valuable tips on achieving a clean deal, making your acquisition journey smoother and more secure. Don't miss your chance to glean insights from active acquirers, an investment banker, and an M&A deal advisor, and position yourself for successful buy-side transactions in today's competitive market.


Dustin S. Klein
Chief Content Officer
Smart Business

Dustin is an award-winning business journalist, bestselling author, and the chief content officer of Smart Business. Over the past 30 years, he has interviewed thousands of business and civic leaders, and helped more than 50 CEOs and entrepreneurs transform their ideas into books. A trained investigative politics reporter and former digital media entrepreneur, Dustin joined Smart Business in 1997 after serving as an editor at several daily newspapers.


Jay Clark
Managing Director
LCG Advisors



Daniel Posnick
Transactional Liability Practice Leader

Daniel Posnick brings 20 years of insurance experience to his role managing IMA’s Transactional Liability practice, where his areas of focus include Representations & Warranties insurance, Tax Liability insurance and Loss Mitigation insurance.

Prior to joining IMA Dan spent 10+ years underwriting & managing Public D&O insurance products for Private Equity Firms & Asset Managers, in addition to managing Zurich North America’s Transactional Liability portfolio. Bolstered by his legal and claims background, Dan brings a balanced perspective and understanding to meet the needs of IMA’s clients.

James Samuelsen
Bluejay Capital Partners

James Samuelsen brings 10 years of experience in M&A spanning from public companies to corporate development within family office portfolios and now with Bluejay Capital, an independent sponsor focused on Transportation and Logistics. He currently manages the investment process from sourcing through closing and value creation plan execution alongside management teams at Portfolio companies. He joined Bluejay to help form the principal investing group in 2019 and has been a junior partner in the firm since 2022


Charles Scripps
Managing Partner
Black Lake Capital

Chad brings two decades of experience investing in private and public businesses. Prior to founding Black Lake, he was at leading private equity firms HIG Capital and AEA Investors, which manage over $60B collectively. He also invested in long/short global equities with SAC Capital and Tiger Cub, Fox Point Capital. Chad began his career as a management consultant with McKinsey & Company. He earned an MBA with Honors from the Wharton School and a BS in Chemical Engineering with Distinction from the University of Wisconsin.

Jack Werner
HomeX Services Group

Jack Werner leads M&A at HomeX Services Group, a $300M home and commercial HVAC, plumbing, and electrical contracting business in the Northeast. At HomeX, he has led the acquisition, from proprietary sourcing to closing, of 6 companies with ~$100M in aggregate revenue. He also led the nine-figure sale of HomeX’s software division in 2022. Prior to HomeX, Jack worked at the retail and consumer private equity firm Sycamore Partners and began his career at consulting firm McKinsey and Company. Jack has an undergraduate degree from Stanford and an MBA from Harvard Business School.


Conference Location

1325 Glenarm Place
Denver, CO 80204
Tel: 303.534.2899