Event Details

Tuesday, March 19, 2024
2:00 – 6:30 PM
Brookfield Conference Center

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.

No matter the market, the cream rises to the top

What you need to know to best position your business for sale – or look for in your next acquisition.

If a potential business sale is in your future – regardless of which side of the deal you will be on – the 2024 M&A Forum is a must-attend event. The world is full of uncertainty, but whether the market is up or down, a quality business is always in demand. This event is a chance to better understand how to prepare a business for sale and spot opportunities for value.

Keynote Conversation

Sharad Chadha, CEO, Sprecher Brewing Co

Chadha and a group of investors acquired Sprecher in 2020. In the past four years, the company has acquired eight beverage brands and a packaging manufacturer across four transactions.

Panel Discussion

Business buyers and sellers discuss with best practices and lessons learned.

  • Dan Erschen, Founder, Wisconsin Metal Parts (1)
  • Jacob Erschen, President, Lean Manufacturing Products (2)
  • David Wage, former CEO/Owner, Formrite Companies Inc. (3)
  • Blake Knickelbein, Shareholder, Corporate Law Practice, Reinhart Boerner Van Deuren s.c. (4)
  • Paul Stewart, Co-Founder, PS Capital Partners (5)

Moderator: Ann Hanna, Managing Director & Founder, Taureau Group LLC (6)

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:

Business Transition & Succession Planning

What decisions should you consider as you approach business transition and succession planning? Annex Wealth Management’s Brandon Lehman, Director of Annex Private Client, walks you through key considerations and answers your questions. Presenter:

  • Brandon Lehman, Director of Annex Private Client, Annex Wealth Management

Through the Legal Lens: Factors impacting the sale or purchase of a business.

Reinhart attorneys explore critical legal issues surrounding every M&A transaction, including optimizing corporate structure from a tax, financing, liability mitigation and operational standpoint, navigating due diligence and risk assessment, and securing the most advantageous transaction structure.

Presenters:

  • Collin Weyers, Corporate Attorney, Reinhart Boerner Van Deuren s.c.
  • Brady Brown, Attorney, Reinhart Boerner Van Deuren s.c.

Quality Ingredients Drive Value

From the tangibles to the intangibles, understand which drivers have the greatest impact on the purchase price to maximize your company’s value. You’ll gain insight into the characteristics and financial metrics that drive results before you start the sale process.

Presenters:

  • Tyler Carlson, Director & Shareholder, Taureau Group LLC
  • Mike Schroeder, Managing Director & Shareholder, Taureau Group LLC

Discerning Value beyond Worth

A discussion unveiling critical elements to creating value and preserving wealth.

Presenters:

  • Inge Plautz, SVP Executive Business Development Officer, Old National Bank
  • Chris Brumfield, Wealth Advisor, 1834

Presented By

Sponsor

Partner

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.

TODAY IS BIZEXPO - THERE'S STILL TIME TO JOIN US!