Beyond the Traditional Acquisition: Exploring Alternative Paths to Growth
Presented By: Barley Snyder LLP / Fulton Bank
Not every acquisition follows a traditional buy-side playbook. Joint ventures, carve-outs, strategic partnerships and other transaction structures can create opportunities for companies to enter new markets, add capabilities, establish relationships, and ultimately pursue acquisitions. Join us as we explore how buyers can evaluate alternative paths to growth, determine which structure best fits the opportunity, navigate the complexities involved, and recognize when an initial transaction or partnership can become the foundation for something bigger.
Moderator:
Director of Middle Market
Fulton Bank
Kristi’s career spans over 25 years in the banking industry, where she has consistently driven results through innovative approaches and client-focused strategies. She has held key leadership roles, guiding teams to exceed performance goals while developing people to grow and thrive in their careers. She has been with Fulton Bank for over 5 years and currently serves as the Middle Market Banking Executive leading a talented team of dedicated Relationship Managers in the Central PA region.
Panelists:
Co-Founder & Managing Partner
Trendline Capital
Carter has spent the last 13 years acquiring and operating lower middle market businesses. In 2006, he co-founded Timberline Capital Partners, which acquired Astro Machine Works, Inc. in 2006 and Elite Sportswear, L.P. in 2007.
For Astro, he has acted as de facto-CFO and served as a member of the Board of Directors. He was instrumental in establishing an open-book management operating model and recently managed the company through a successful leveraged ESOP transaction.
For Elite, he served on the Board of Directors and would oversee various strategic initiatives, most notably the development and launch of an all-star cheer apparel business unit.
Prior to Timberline, Carter spent 13 years as an investment banker, specializing in mergers and acquisitions and business valuations, for two regional firms. Carter began his business career in 1993 at Meridian Capital Markets, initially as a Financial Analyst for the firm’s Institutional Fixed Income division before being promoted to Corporate Finance, where he assisted clients with capital strategies.
Senior Vice President & CFO
Wagman, Inc.
Bob Coppage, the Senior Vice President - Chief Financial Officer at Wagman, directs all financial planning, management, and reporting activities.
CFO
Lift Incorporated
George Hennessy is the Chief Financial Officer (CFO) of Lift, Inc. (also known as Lift Incorporated).
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.