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Session A

Demystifying The Factors Impacting Your M&A Transaction

Presented By: BMO Harris Bank / CliftonLarsonAllen (CLA)

As the deal market continues to be hot, transactions like capital raises, company sales, acquisitions, and liquidity events continue to occur at a rapid pace. But as the labor market creates additional challenges it’s become clear that the ground has shifted. Join a panel of M&A experts, PE professionals, and C-Suite executives as they delve into what they’re experiencing on the front lines.


Robert Harrod
Director, Corporate Advisory Group
BMO Harris Commercial Banking

Bob joined BMO in September 2019 and currently serves as a Director in BMO Harris’ Corporate Advisory Group. Bob has extensive experience in corporate development/M&A, strategy and investment banking. Bob joined BMO from Adtalem Global Education, where he served as a senior member of the corporate development & strategy team. Prior to Adtalem, Bob headed up the corporate development/M&A efforts of Fortune Brands Home & Security, and prior to that, for substantial businesses within GE Healthcare and GE Capital.  Prior to GE, Bob spent over 12 years in investment banking, primarily focused in healthcare, at various firms including Robert W. Baird, Vector Securities and Credit Suisse.


Jaynanne Calaway-Habeck
Founder & CEO
Calaway Habeck Talent Consulting

Jaynanne Calaway-Habeck has grown the people functions within organizations for over 20 years. Experiences include leading Panera Bread’s Human Resources and Learning & Development functions as the Chief People Officer and previously serving as a business consultant with Towers Watson.

Jaynanne now is Founder & President of Calaway Habeck Talent Consulting. She assists Compass Group companies and other organizations as a strategic thought and execution partner. She and her team of consultants seek to create holistic and collaborative solutions in order to deliver real business results.

John Dolan
President & CEO
PFI Holding Co. LLC

John is the President & CEO of PFI Holdings, which owns and operates four manufacturing companies that produce in-store displays and fixtures for major retailers and brands. A CFB portfolio company with over 300 employees in 7 different manufacturing facilities, PFI closed on their most recent acquisition in December 2020. John has built a reputation in turning around PE held companies in distress with sales focused leadership and rapid managerial development.

Adrian Nohr
CliftonLarsonAllen (CLA)

Adrian is a deal services principal with more than ten years of experience working with privately held companies and their owners throughout the transaction life cycle. She manages buy-side and sell-side due diligence engagements and a wide range of transaction support engagements including working capital disputes and purchase price allocations.

Douglas Wilber
Denim Social

Doug the CEO of Denim Social, a social media management software company that provides tools to empower marketers in regulated industries to manage organic social media content and paid social media advertising on one platform.

Conference Location

7701 Forsyth Boulevard
St. Louis, Missouri 63105
Tel: (314) 726-1964