Mastering Deal Readiness: Your Playbook for Leverage
Presented By: Armstrong Teasdale LLP / Wipfli
Leverage isn't found at the negotiating table—it’s built in the months leading up to it. From auditing your financials to stress-testing your deal structure, preparation is the ultimate competitive advantage. We’re unpacking the "Deal Ready" framework with insights from both sides of the aisle. Discover what buyers actually look for, how to tell a story that sticks, and why the right team is your greatest asset in any transaction.
Moderator:
St. Louis Market Leader
Wipfli
Adam Herman has over 30 years of experience in supporting new business growth nationwide through his leadership, creativity, energy, integrity, networking skills and credentials, which are highly respected among valuation, IRS and business professionals. As a market leader, he oversees an elite group of professionals, including CPAs, valuation analysts, forensic experts, engineers and technical writers, in the fastest-growing areas of public accounting today.
Panelists:
Partner
Armstrong Teasdale
Paul Cambridge is a Partner at Armstrong Teasdale in St. Louis, specializing in mergers and acquisitions, corporate and securities matters, and lending transactions. He represents a diverse range of clients, from entrepreneurial startups to large publicly traded companies. Paul’s practice is particularly focused on the financial services sector, advising banks, bank holding companies, credit unions, and mortgage companies. He also works with clients in private equity, venture capital, technology, manufacturing, and real estate.
Vice President
Wipfli
Cody Hedstrom is a Vice President with over 8 years of experience in finance, consulting, M&A, and investment banking advisory. He has supported more than $1B of investment banking transactions across a diverse set of industries including healthcare, technology, software-as-a-service (SaaS), consumer, and diversified industrials. Cody focuses on advising private, middle-market companies and their shareholders on mergers and acquisitions, valuation, transition, and strategic planning matters.