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Session E

Hidden M&A Landmines: Finding the Risks That Can Derail a Deal

Presented By: Kreischer Miller / Stradley Ronon Stevens & Young

The issues that disrupt a transaction aren’t always the obvious ones. From financial and tax concerns to operational, legal, HR, cybersecurity and governance risks, diligence can uncover problems that delay a deal, change its economics or stop it altogether. This session explores where hidden M&A landmines are most likely to surface, how experienced dealmakers identify and assess them, and what companies can do before and during a transaction to address potential problems. Hear lessons from the front lines of diligence and practical strategies for reducing surprises, minimizing friction and keeping a deal on track.

 

Moderator:

Steven A. Scolari
Partner
Stradley Ronon Stevens & Young

Steven provides practical and strategic legal advice to executives and owners of both private and public businesses in connection with a variety of transactional matters. As co-chair of Stradley Ronon’s Closely Held & Family Owned Businesses practice, Steve’s business succession planning engagements encompass corporate, tax, estate planning and family issues, including complex intergenerational shareholder and voting trust agreements and numerous liquidity transactions.

Panelists:

Christopher Connell
Partner and Chair, Corporate, Mergers & Acquisitions, and Securities
Stradley Ronon Stevens & Young

Chris Connell is the chair of Stradley Ronon’s corporate, securities and mergers and acquisitions practice group. He focuses his practice on the representation of financial institutions, financial services businesses and other corporate clients in various industries in a variety of transactional matters, including mergers and acquisitions, offerings of debt and equity securities (both public and private), initial public offerings, and securities matters for public companies. Chris also regularly advises corporate clients of all sizes in an outside general counsel role, supporting the clients’ general corporate law and governance needs.

Brian Sharkey
Director - Transaction Advisory Services
Kreischer Miller

Brian leads Kreischer Miller’s Business Advisory group, which offers an array of services including M&A/transaction advisory, business valuation, transition/exit planning, and ESOP consulting.

Brian is experienced in business valuations, transition planning, due diligence, and merger and acquisition activities. He helps his clients by actively working with them to solve issues, provide recommendations, and offer opportunities for success. Brian’s experience includes working with a variety of privately-held and family-owned businesses such as manufacturers, distributors, professional service companies, and internet-based organizations.

Joshua Warren
Vice President of Finance
Scrub Daddy Inc.

Joshua Warren is Vice President of Finance at Scrub Daddy, where he partners with executive leadership to drive profitable growth, operational excellence, and long-term value creation. He specializes in strategic finance, FP&A, capital allocation, and business strategy, helping high-growth consumer brands scale through data-driven decision-making, financial discipline, and operational insight.

Conference Location

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