Anatomy of a Deal: A 360° Look at What Really Makes a Transaction Work
Presented By: Maximus Partners / Morgan Stanley
Every deal looks cleaner in the rearview mirror. This session puts completed transactions on the table and examines what really happened—from preparation and diligence to negotiations, surprises and the decisions that ultimately shaped the outcome. Drawing on deals from the panelists’ own experience, we’ll dissect what worked, what didn’t and what they’d do differently, then take a deeper 360° look at one or two transactions to uncover practical lessons for getting deal ready.
Moderator:
Senior Vice President– Private Wealth Management
The Archer-Lang Group at Morgan Stanley PWM
As a CERTIFIED FINANCIAL PLANNER™ professional, Matt focuses primarily on delivering holistic wealth management advice to the team’s ultra high net worth clients. Working to create and implement comprehensive financial plans, Matt helps each client build a financial road map for their assets and liabilities and design an investment strategy that is aligned with their goals. Matt has been named as a Forbes Top Next-Gen Wealth Advisors in 2023, 2024, and 2025.
Panelists:
Co-Managing Partner
Maximus Partners, LLC
Rich Carroll leads the CFO Advisory Practice at Maximus Partners. He brings 10 years of experience as a CFO and 25 years of corporate finance experience. Rich is an accomplished CFO who partners with CEOs and business leaders to accelerate growth and drive transformation. His experience spans private equity-backed, private, and public companies across various industries, including Software, Services, Tech, and Healthcare, working with organizations ranging from 30 to 20,000 employees. He has successfully facilitated four exits throughout his career.
Rich is a unique strategist, seamlessly executing across all aspects of the business, from back-office operations to go-to-market functions. His understanding of resource deployment, scalable processes, and technology implementation equips him to tackle the ever-changing challenges that companies face.
Partner
Everberg Capital
David Horowitz joined Everberg Capital in 2020 as a Partner and Member of the Investment Committee. Everberg provides flexible debt and non-control equity solutions to the middle market. Previously, he was a Managing Director in Macquarie Principal Finance, and a Vice President in Goldman Sachs' Special Situations Group. He graduated from the Pennsylvania State University’s Schreyer Honors College.
CFO
Power Home Remodeling
In Kevin's role as Power’s CFO, he oversees all divisional teams of the Corporate Finance department, including Accounting, Financial Planning and Analysis, Tax and Payroll. His extensive expertise and growth mindset plays an integral role in driving the long-term financial strategy and profitability for the national home remodeler.
Previously at Wawa, Wiggins served the majority of his time as the CFO, overseeing all financial services and corporate strategy for the convenience retailer. Prior to Wawa, he also held various positions at a former Fortune 500 company, IKON Office Solutions (now part of Ricoh), and PricewaterhouseCoopers, one of the world’s largest professional services firms.