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Session 3

Transaction Preparedness: How To Prepare Your Company For Any Type Of Deal

Presented By: Babst Calland and Holsinger

No matter what type of M&A transaction you’re looking to do, being prepared comes down to three areas - your finances, operations, and people. A group of entrepreneurs and experts offers a deep dive into how to make sure you’re checking the right boxes before you go to market with a deal.

Moderator:

Chris Farmakis
Shareholder; Chairman of the Board
Babst Calland

Chris focuses his legal practice on mergers and acquisitions, private company equity investments, recapitalizations and joint ventures, startup company formation and general representation, commercial transactions, corporate governance, and real estate matters. His practical legal approach has earned him a regional and national client base with recent deals in the manufacturing, retail, services, wireless infrastructure, IP, utility, emerging technology and food industries. He is also national acquisition counsel for numerous public and private companies and private equity-owned portfolio companies. Like his clients, Chris is an entrepreneur, having founded three businesses including Solvaire, a company leveraging AI technology to undertake large-scale due diligence and contract management projects.

Panelists:

Greg Cessna
CEO
Extrel CMS

Greg Cessna, CEO of Consumer Fresh Produce, Inc. and Extrel CM, has led publicly traded and privately held companies for 30 years.  Greg has successfully completed 15 strategic acquisitions and mergers.  In 2005 Greg founded Northbound Consulting to coach and mentor family business leaders in succession planning, strategy and business analytics.  Today, Greg sits on several boards of privately held companies and non-profits.

Bill Collier
Vice President and Tax Partner-In-Charge
Holsinger P.C.

In his role as Vice President and Tax Partner-In-Charge, Bill manages the firm’s tax operations, family office group and M&A team. He applies his highly skilled expertise to develop tax saving ideas for our clients’ business challenges. He develops internal standards governing the delivery of tax services to clients and maintains a close pulse on the legislative and regulatory changes impacting our client’s tax positions, both domestically and internationally. This tax capability, combined with many years of experience in business acquisitions and valuation, allows Bill to provide our clients a unique perspective on their M&A deals. Those clients in need of succession planning will find tremendous value and peace of mind in Bill’s depth of knowledge in estate tax planning. As leader of the Family Office Group, Bill brings this wide ranging skill set to bear in a very personal manner and has become a go to Trusted Advisor for our client base.

Michael Wagner
President & CEO
Target Freight Management

Michael is President and CEO of Target Freight Management, an Inc. 500/5000 company for the past 5 years. In 2017, he won the Ernst & Young Entrepreneur of the Year Award for his patented technology. He has worked in the logistics field since he was 21 and has helped design software to save shippers time and money on their freight and parcel shipments. TFM is headquartered in Pittsburgh, PA, with offices in Santa Clarita, CA, Nashville, TN, Cedar Rapids, IA, Cleveland, OH, and has recently acquired National Traffic Service, a freight audit and pay leader, in Amherst, NY. He is a generous philanthropist and skillful business leader and WPIAL AA championship head baseball coach for Seton LaSalle High School.

Jud Kroh
CFO & Executive VP
Robindale Energy Services, Inc.