Transaction Preparedness: Getting Your Company Ready To Sell To PE
Presented By: EY / Bryan Cave Leighton Paisner LLP / The Fortune Group
Taking a hard look at your company’s management team, operations, and balance sheet is challenging enough in the best of times. But when you’re getting it ready to sell to Private Equity post-COVID, the details for your checklist are even more important. Join a group of PE-backed firms and a pair of M&A advisors as they share their experiences getting the businesses ready for the PE deals.
Daniel is a principal in Ernst & Young’s Transaction Advisory Services group where he helps clients design and implement tax-efficient methods of achieving their strategic business objectives. He has over 20 years of experience advising private equity funds and multinational corporations on complex business transactions, including cross-border acquisitions, divestitures, global restructurings, spin-offs, and joint ventures. Dan is co-author of the Wolters Kluwer CCH expert treatise Federal Taxation of Corporations and Shareholders, is a frequent speaker at the American Bar Association and Tax Executives Institute, and has co-authored articles in Practicing Law Institute’s course books.
The Fortune Group
John is a Managing Director of The Fortune Group. Over the past 30 years, his energy, integrity, and results-oriented approach has earned him the trust and respect of his clients and allows him to address the unique transactional needs of closely-held companies. John was instrumental in the founding of the Alliance of International Corporate Advisors (AICA), a global network of 41 middle-market investment banks that generate over 200 transactions per year with total deal value of more than $6 billion.
Bryan Cave Leighton Paisner LLP
Bob is a partner with Bryan Cave Leighton Paisner LLP, a leading global law firm with 1400 lawyers in 30 offices across the globe. Mr. Newmark concentrates his practice in the areas of business and transactional counseling. Mr. Newmark has experience representing primarily closely held businesses and their owners in a range of transactional matters, including mergers and acquisitions, general commercial counseling, joint ventures and strategic alliances, cross-border structuring, and issues arising under federal and state securities laws. He also counsels business owners and their families on business succession and estate planning, employing highly sophisticated techniques and concepts. Clients include investment partnerships, private equity firms and financial institutions, and he has considerable experience representing portfolio companies of these firms. He counsels companies in a number of industries, including manufacturing, finance, nutritional supplements, retail/luxury and telecommunications. Mr. Newmark is also Managing Partner of the St. Louis office of his firm.
Thompson Street Capital Partners
Jack serves as a Managing Director at Thompson Street Capital Partners, a St. Louis-based private equity firm focused on investing in founder-led middle market businesses in the Healthcare & Life Science Services, Software & Technology Services and Business Services & Engineered Products sectors. He leads the firm’s Deal Origination and Portfolio Support teams. Prior to joining Thompson Street, Jack served in the United States Army as an Infantry officer in Ranger, Airborne, and Mechanized units. He also subsequently managed a regional service sales force with Cintas Corporation, a national facilities service provider. Jack is a graduate of the United States Military Academy at West Point and earned his MBA from the Olin Business School at Washington University in St. Louis.