Skip to Content
Session A

How To Prepare For And Execute An M&A Transaction In This Hyperactive Market

Presented By: Citizens Bank / Blank Rome LLP

The M&A market started heating back up last year after a brief pause during the early days of the COVID pandemic. Today, the market is busier and crazier than ever before. So how can you ensure you’re ready for any type of M&A transaction that comes your way? And more important, are you able to execute the deal? A group of executives, investors, and M&A advisors lay out what you need to know in order to navigate this new dealmaking normal.

Following a 40-minute panel discussion you will have the opportunity to meet the speakers and ask questions during a 20-minute video Q&A session.


Louis Rappaport
Partner, Co-Chair, Corporate, M&A and Securities Practice Group
Blank Rome LLP

Louis is Co-Chair, Corporate, M&A and Securities Practice at Blank Rome LLP. He concentrates his practice on business and corporate matters, with specific emphasis on mergers and acquisitions for middle-market companies in a wide range of industries. He has over 20 years of experience advising on hundreds of strategic and private equity M&A transactions.


David Dunstan
President & Managing Director
Citizens Capital Markets

David co-founded Western Reserve Partners in 2004, which was acquired by Citizens in 2017, and has more than 25 years of experience advising middle market companies in mergers and acquisitions and capital raising across a wide range of industries. Prior to co-founding Western Reserve Partners, he was a Managing Director at KeyBanc Capital Markets and Manager of Consumer Investment Banking at McDonald Investments. David started his career at Ernst & Young, where he provided financial consulting and audit services to middle market companies.

Merrick Olives
McKinsey & Co.

Acquired by McKinsey and Co. in 2021, Merrick was Managing Partner and co-founder of Candid Partners, an Atlanta-based consultancy providing transformative cloud solutions for Fortune 500 clients. Merrick led the team in developing the deepest cloud expertise in the industry and expanding the company to become one of the largest and fastest growing cloud firms in the U.S.

Merrick and his family live in Atlanta Georgia where he and his wife Lane are active in community efforts and philanthropy on behalf of children’s issues and education.

John Peak
McKinsey & Co.

John’s mission is to help leading firms use public cloud to fundamentally transform and gain competitive advantage across their industry. He leads Cloud by McKinsey, McKinsey’s cloud specialty arm, and has led initiatives in a variety of industries, including banking and financial services, healthcare, insurance, consumer goods, and telecommunications.

John’s understanding of how to launch successful cloud initiatives is grounded in his 30-year career as a software architect and developer, as well as the cofounder of technology firms including Candid Cloud. Candid grew to be the largest cloud specialty firm in North America and implemented over 300 cloud initiatives without failure. It was acquired by McKinsey in 2020.

Michael Pantilione
LLR Partners

Conference Location

Dealmakers Conference
Philadelphia, PA
Tel: (800) 988-4726