Event Details
Tuesday, March 18, 2025
Brookfield Conference Center
2:00 PM | Arrival & Networking
2:30 PM | Program & Breakout Sessions 5:00 – 6:30 PM | Networking Reception
M&A Forum
BizTimes Media’s annual M&A Forum helps buyers and sellers learn what they need to know as they consider their options and move through the process. Each year, the Forum provides valuable insight on a host of buy-sell concerns, from exit strategies to finding the perfect acquisition.
All Systems Go
Keynote Conversation
Panel Discussion
Breakout Sessions
Following the panel, attendees can attend tactical breakout sessions further diving into topics that today’s buyers or sellers need to know, including:
The cultural engine: Preparing for the journey ahead
An effective M&A strategy relies on an aligned vision, optimized talent and clarity in the trajectory, all of which require the right pilot and crew members. In this session, you’ll learn about frameworks that are critical to preparing for launch and a successful mission, focused on the people practices necessary for rocketing forward. Learn from examples while you build your own flight plan for cultural lift-off.
Presenter:
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Shawn Gulyas, Founder & The Thought Catalyst, humanworks8
Prepping for Launch: Critical Acquisition and Wealth Planning Before the Close!
As you countdown to acquiring a company or selling your business, make sure you have a proper launch plan in place.
The banking and wealth experts will walk through key considerations for every business owner. When your business transitions, so do your personal plans. Are you ready? Discussion topics include keys for planned preparedness to ensure smooth financing, tax and wealth planning strategies to preserve wealth. Impacts from buying or selling to your legacy for future generations. You’ll get ideas on how to structure these events to closely align to your own values and goals. Bring your questions for this interactive session!
Presenters:
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Kevin Anderson, Milwaukee Market & Business Banking President, Old National Bank
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Chris Brumfield, Senior Vice President, Wealth Advisor, 1834, a division of Old National Bank
Are you running on all cylinders? Mission critical legal trends to ensure your M&A transaction takes off.
Reinhart attorneys will share the most significant legal considerations surrounding every M&A transaction, including reviewing various business, operational and structural topics to aid in risk management, identifying the optimum deal structures, trends in R&W insurance coverage and protecting value throughout the transaction process.
Presenter:
- Lindsay Neuens, Attorney, Corporate Law Practice, Reinhart Boerner Van Deuren s.c.
Houston we have a problem: Avoiding glitches that keep your company value grounded
Experienced M&A professionals will share views on current market trends and provide insights on how to drive business value while avoiding common pitfalls. This session will offer practical advice and strategies for business owners seeking to prepare for and successfully navigate a transaction sale process.
Presenters:
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Corey Vanderpoel, Managing Director & Co-founder, Taureau Group
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Tyler Carlson, Director & Shareholder, Taureau Group
Selling A Business: Where To Start
If you’re about to or considering selling your business, you’re likely experiencing a flood of questions and new priorities. In this interactive presentation, Annex Wealth Management’s Brandon Lehman and Brian Lamborne will discuss many of the key questions you’ll ask, including who you should consult with, what tasks you should prioritize, and when you’re ready to make your move.
Presenters:
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Brandon Lehman, CFP®, AIF®, Director of Annex Private Client
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Alec Durand, JD | Estate Planning Attorney
Presented By
Sponsor
Partner
Past Events
Interested in sponsoring an event? To reap the benefits of the ultimate in-person marketing opportunity contact Linda Crawford, Director of Sales, to discuss opportunities. Event sponsorships are limited.
