Sell-Side Strategies: Navigating Today’s M&A Market
Presented By: Redpath CPAs / Saul Ewing
From the first advisor call to the final signature, the sell-side process is filled with critical decisions that shape outcomes. This discussion breaks down how sellers can strengthen preparation, manage buyer dynamics, and retain leverage throughout the journey. Attendees will gain an inside look at the strategies that drive competitive tension, sharpen positioning, and enable successful sales in today’s environment.
Moderator:
Partner, Transaction Advisory Services
Redpath and Company
Joe Hellman leads the Transaction Advisory Services practice at Redpath and Company. He provides support to clients throughout the transaction life cycle, from evaluating opportunities pre-LOI to post-close net working capital true-ups and synergy assessments. Joe has experience assisting clients through buy-side and sell-side transactions, working capital negotiations and disputes, carve-outs, and preparing to sell across a variety of industries.
Panelists:
Founder & Managing Member
Bassett Creek Capital
Founder and Managing Member of Bassett Creek Capital. We make equity investments in lower middle market companies, typically at a critical inflection point in the business.
Co-Founder & Partner
Front Porch Partners LLC
Truck has over 20 years of financial advisory experience including mergers and acquisitions, debt and equity raises and financial advisory. Truck Joined Captionmax in 2014 where he served as its President & CEO managing the overall operations of the company. A native Minnesotan, Truck has an undergraduate degree from St. Olaf College and an MBA from the Carlson School of Management at the University of Minnesota.
Partner
Saul Ewing
David Sartorio focuses his practice on corporate transactions including mergers and acquisitions, control and non-control investments, joint ventures and strategic partnerships. David has experience advising companies ranging from private start-up and growth companies to large public companies across diverse industry sectors, including energy and renewable energy, agricultural technology, video gaming and life sciences, as well as private equity and venture capital firms. David also handles general corporate and start-up legal issues.
Beyond his legal practice, David has been a lecturer on "Life Cycle of an M&A Deal" at the University of North Carolina School of Law and a lecturing fellow on "Early-Stage Financing: The Emergence of Crowdfunding" at Duke University School of Law.