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Session B

Strategic Growth Through Conventional (and Unconventional) Deals: From Hidden Gems to Wins

Presented By: Barley Snyder LLP / Fulton Bank

This session explores how investors and operators unlock growth through both traditional and non-traditional acquisitions. Panelists will share insights on identifying assets in markets (including undervalued assets in unlikely markets), executing roll-ups in fragmented industries, achieving turnarounds of distressed assets, methods of assessing cultural fit in due diligence and successful integration.

Moderator:

Louis Lombardi
EVP, Director of Middle Market Banking
Fulton Bank

Lou oversees commercial banking in NJ and Greater Philadelphia. He graduated from Millersville University, has an MBA from Penn State and graduated from the ABA’s Stonier Banking School. He serves on the Board of The Heritage Conservancy and co-chairs the Finance and Investment Committees. He coaches youth sports teams and lives in Newtown, PA, with his wife and four children.

Panelists:

Jason Cunningham
Vice President, Business Development
Argosy Private Equity

Jason joined Argosy in 2019 as Vice President of Business Development. Mr. Cunningham leads the firm's transaction sourcing and origination activities, bringing more than 18 years of experience as an investment banker and private equity investor focused exclusively on middle market businesses. Throughout his career, Mr. Cunningham has advised middle market clients in across a broad range of industries on public and private company mergers and acquisitions, spin-offs, private placements, strategic alternatives, succession planning and capital formation issues.

Paul Mattaini
Partner
Barley Snyder LLP

Paul focuses his practice on business, concentrating in mergers and acquisitions, securities, banking, and corporations. His practice includes complex transactions. Among other recognitions, Paul maintains an "AV" Martindale Hubbell rating, he’s been ranked The Best Lawyers in America®, under the following categories, Banking and Finance, Mergers and Acquisitions, Securities and Capital Markets.

Conference Location

140 South Broad Street
Philadelphia, PA 19102
Tel: (215) 563-6500