M&A Metamorphosis—Exploring the Ever-Changing Landscape of Deals
Presented By: BMO Harris / CLA
Staying on top of the continuous shifts that occur in the global economy and M&A deal landscape can be a full-time job. Skip the economics lesson and join this session as active M&A executives and advisors break down the most important current market trends and share insight on how to best prepare your company for any type of transaction.
Moderator:
Panelists:
CEO
MGX Digital
In 2021, Brueggemann assumed the role of Chief Executive and orchestrated the transition from an S corp to an Employee Stock Ownership Plan (ESOP). This move, coupled with her strategic initiatives, led to unprecedented growth in her industry. Her exceptional work ethic, strong leadership skills, and ability to execute a strategic vision positioned MGX as a leader in the printable substrates and functional coating industries.
Chief Legal Officer
Permanent Equity
Taylor Hall is Chief Legal Officer/Managing Director at Permanent Equity, a midwest-based private equity firm seeking long term investments in enduring companies with durable value propositions, strong leadership, and ambition for the future. At Permanent Equity, Taylor leads all transactions, from diligence to documentation to integration. Taylor also supports all portfolio companies with their legal and operational needs. Previously, Taylor was in private practice as a corporate attorney specializing in mergers and acquisitions, with experience representing a broad array of buyers and sellers in a wide variety of both private and public transactions.
Managing Director
Harbour Group
Kevin Klebe joined Harbour Group in 2006 as a Corporate Controller. In 2008, Mr. Klebe was promoted to Vice President of Finance, and in 2015 he was promoted to his current position of Managing Director. Mr. Klebe has worked with the following groups: LED Systems, LED Displays, Home Products, Technician Products, Flow Control and Measurement, Thermal Management, Tool Distribution, Marshall Excelsior, Thibaut, and Americo Chemical Products.
Before joining Harbour Group, Mr. Klebe served as CFO for The Land of Nod. Before that, Mr. Klebe spent six years with PriceWaterhouseCoopers LLP.
Mr. Klebe received his BS from Miami University in Oxford, Ohio and is a Certified Public Accountant (inactive).
Deal Services - Manager
CLA
Brady is a Transaction Advisory Services Manager in CLA’s Deal Services group. Brady provides services to private equity, privately held clients primarily in the manufacturing, business services, healthcare, and technology industries, which includes companies with domestic and global operations.