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Session B

Navigating the Sale — Key Insights for Closing the Deal

Presented By: Crowe / Locke Lord LLP

What’s the secret to taking a company to market and achieving a successful sale? A c-suite executive and an investor join a pair of veteran M&A advisors for an engaging exploration of timely issues influencing sell-side M&A, including valuations, tighter deal teams, and more stringent due diligence. Gain a comprehensive understanding of what buyers are currently seeking in acquisitions and how sellers can effectively prepare to ensure a deal that not only closes but also achieves the best possible valuation and outcome for the owners.


Jennie Simmons
Locke Lord LLP

Jennie Simmons focuses her law practice on the representation of clients in mergers and acquisitions, private equity transactions, divestitures, corporate restructurings, corporate governance and general corporate matters. Jennie has represented clients in a wide range of transaction valuations, ranging from $5 million to $2 billion.

Jennie earned her J.D. from the University of Arizona College of Law and her B.A., cum laude, from Davidson College. She was named to The Deal's 2021 Top Rising Stars list and named an On the Rise honoree by Texas Lawyer in 2020.


Patrick Conroy
Managing Director
Amberjack Capital Partners

Patrick joined Amberjack in 2015 having previously worked in the global natural resources investment banking group with Goldman Sachs. At Goldman, Patrick advised on a variety of capital markets and M&A transactions across the energy industry. Prior to Goldman, Patrick was a process design engineer with Fluor focused on downstream processing facilities.


Jason Sharp
Partner, Tax Group

Jason Sharp is a partner in the tax group at Crowe. He specializes in tax planning and compliance services. Jason has more than 25 years of experience providing services related to tax structuring, tax due diligence for mergers and acquisitions, tax controversy issues, and tax attribute analysis.


Sam Veselka
Pelican Energy Partners

Sam Veselka is a private equity professional who joined Pelican Energy Partners in 2018 and currently serves on the Board of Directors for multiple portfolio companies. Prior to joining Pelican, he worked at Cameron, a Schlumberger company, running the North American aftermarket business for the Valves & Measurement division.

After graduating from business school, he joined Cameron and served in several different roles focused on M&A, strategy, and business development. He earned his MBA from the Jones Graduate School of Business at Rice University with a concentration in Finance, and a B.A. in Economics from the University of Colorado in Boulder.

Conference Location

1 Potomac Drive
Houston, TX 77057
Tel: (713) 465-8381