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Session I

Charting the Course: Strategic Insights for Transitions, Succession Planning, and Company Valuation

Presented By: BDO | Faegre Drinker Biddle & Reath LLP

Unlock the secrets to plotting your company's future with an in-depth conversation to help guide you through the crucial steps of understanding your company's value, exploring transition options, and planning for succession. Whether you're considering selling, restructuring, or simply planning ahead, gain the knowledge you need to make informed decisions for your business's next chapter. 

Moderator:

Elizabeth Lange
Partner
Faegre Drinker Biddle & Reath LLP

Lizzie Lange is a partner in the Corporate & Securities Practice Group at Faegre Drinker Biddle & Reath LLP. Experienced in complex transactions, Lizzie works with public and private companies, private equity sponsors and their portfolio companies and other clients in a variety of industries and focuses her practice on mergers and acquisitions, venture capital, corporate restructurings, private securities offerings, divestitures and general corporate matters. Lizzie also leads the firm’s full-service ESG practice and regularly advises clients on ESG, B Corp and social impact matters.

Panelists:

Nick Irion
Principal, Head of Business Development and Investor Relations
L2 Capital Partners

Nick is the Head of Business Development and Investor Relations at L2 Capital. Prior to leading these segments, Nick supported all aspects of L2’s investment activities, including sourcing and evaluating new investment opportunities, performing due diligence, executing deals, and providing post-investment support for the portfolio companies. Prior to L2, Nick worked on the private equity investment teams at both ABS Capital Partners and Harren Equity Partners.

Saul Treiman
Vice President & Chief Counsel - Corporate Planning and Development
Berwind Corporation

Saul has been with Berwind for almost 25 years, serving in various roles. In his current position, he participates in all aspects of Berwind’s portfolio management, including M&A sourcing and execution, and strategic planning. Saul has executed on dozens of domestic and international transactions representing billions of dollars in value. In previous roles, he has served as Vice President and Controller for the corporate headquarters and General Counsel for Berwind’s Consumer Products Group.

Kevin Wharton
Managing Director, Valuations & Capital Market Analysis
BDO USA
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Conference Location

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