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Session F

Deal Preparedness: Lessons from the Trenches

Presented By: Greenberg Traurig / Leonis Partners

Explore the nuances of preparing a company for a deal via firsthand accounts and lessons learned from both buy-side and sell-side perspectives. You’ll gain invaluable insights into the strategies and pitfalls encountered when taking a company to market for a deal. Whether you're navigating as a buyer or seller, this session offers practical wisdom to enhance your deal preparedness and maximize outcomes

Moderator:

Oscar Pinkas
Shareholder
Greenberg Traurig
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Panelists:

Christopher Fowler
Chief Investment Officer
MBX Group
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Robert Koven
Managing Director
Leonis Partners
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Sean O'Neil
SVP, Head of M&A Strategy, Merchant - Fiserv
Co-Founder & Former Co-Owner - MerchantPro Express

Sean O'Neil was co-founder, co-principal owner and operator of retail ISO, MerchantPro Express (MPX). In 2020, MPX was acquired by Fiserv. Since the acquisition, Sean has taken on several roles at Fiserv, and was most recently appointed Head of Merchant M&A Strategy. Prior to MPX, Sean was a practicing corporate attorney at Gibson, Dunn & Crutcher in New York, and co-authored management book entitled Bare Knuckle People Management.

John Smith
Chairman & CEO
Icon Parking Holdings
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Conference Location

50 Vanderbilt Ave
New York, NY 10017
Tel: (212) 716-2100