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Liberty D Session B

Sales Cycle: Planning Ahead to Achieve Your Goals

Presented By: Alliant Insurance Services & Baker Tilly

Entrepreneurs and M&A experts share personal stories of preparing to sell their companies and those of their clients. The panel will explore common buyer asks and offer tips on how to navigate challenges in the sales process you’ll encounter along the way.

Moderator:

David Stagliano
Transaction Advisory Services Partner
Marcum LLP

David Stagliano is a partner in the Transaction Advisory Services division of Marcum LLP’s Philadelphia office. A key leader in the Mid-Atlantic Private Equity Practice Group, he has more than 20 years of extensive experience providing financial services to clients, primarily focused on the middle-market private equity sector. He specializes in working with strategic investors, private equity and venture capital firms and their associated portfolio companies.

Panelists:

Thaddeus Bartkowski
CEO
Catalyst Experiential

Thaddeus Bartkowski, CEO and founding partner of Catalyst Outdoor and Catalyst Experiential, his fifth company. Catalyst Outdoor is one of the largest owners and operators of high-quality digital billboards in the region; he sold it in 2018 for an estimated $80 million to $90 million. That paved the way for Catalyst Experiential, his newest venture, which works with municipalities in a public/private partnership to meet community needs.

Edward Chan
Principal
1315 Capital

Edward Chan joined 1315 Capital in 2016 after spending five years at NaviMed Capital, most recently as a vice president. Previously, he was part of the health care investment team at Siemens Venture Capital. Based out of Boston and Beijing, he evaluated and sourced commercial and growth stage healthcare deals worldwide, performed research on various market sectors, and supported portfolio companies.

Daniel W. McDonough
Partner
Pepper Hamilton LLP

Daniel W. McDonough is a partner in the Corporate and Securities Practice Group of Pepper Hamilton LLP and co-chair of the firm’s Food and Beverage Industry Group. He devotes his practice to merger and acquisition transactions, corporate finance matters, complex commercial contracting and general corporate advisory matters. He also has represented domestic and foreign companies in transactions overseas and in the United States.

Conference Location

201 N 17th St.
Philadelphia, PA 19103
Tel: (215) 448-2000