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Session A

Tales from the Buy-Side

Presented By: RSM US LLP / Commerce Bank / Capital for Business

Growth by acquisition can be one way to accelerate company growth. And, for organizations with portfolio companies, one way to build synergies among the holdings. Join a panel of M&A advisors and acquisition-minded executives for a conversation on trends, structure, and lessons learned.

Moderator:

Tim Buening
Vice President
Capital For Business, Inc. and Commerce Bancshares, Inc.

Tim is one of six partners responsible for sourcing, analyzing, selecting, structuring, and managing various platform and add-on acquisitions. Prior to joining CFB, Tim spent more than 20 years in various roles across a wide range of companies and functions, including investment banking, marketing and innovation, corporate strategy and M&A, leveraged lending, management consulting, sales and commercial banking.

Panelests:

Clayton Costello
Vice President Corporate Strategy
CK Power Family of Companies

Clayton is Vice President of Corporate Strategy at CK Power Family of Companies, a family owned and operated distribution, manufacturing and service provider for diesel and gaseous engines, power generation equipment, power transmission components and construction equipment.

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.

Tom Harmon
President - St. Louis
Commerce Bank

Tom, CFA, is President of Commerce Bank, St. Louis and leads the Bank's commercial banking activities in the St. Louis Region. Tom has 25 years of commercial banking experience including leveraged and syndicated deal experience with privately held, public and private equity owned companies. He also spent over three years as President of Legacy Pharmaceutical Packaging in St. Louis where he led efforts to raise bank debt, subordinated debt and equity while tripling revenues.

Bill Spizman
Partner & Enterprise Account Leader
RSM US LLP

Bill specializes in transaction advisory services for private equity funds, strategic buyers, and sellers of privately held companies, and has significant experience with mid-sized companies. With more than 30 years of transaction experience, Bill assists owners and operators with creating transformative value during their ownership period by introducing and overseeing the firm’s most relevant consulting capabilities, insights, experiences and perspectives to our clients.

Conference Location

Dealmakers Conference
St. Louis, Missouri
Tel: (800) 988-4726