Sunday, October 2, 2022
56.3 F
Milwaukee

Event Details

Thursday, March 31, 2022
2:00 – 6:30 PM
Brookfield Conference Center

Watch On Demand Video

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.

The M&A Boom: Are We Nearing the End?

Attention – Business Owners, CEOs & Executives of Growing Companies. If you’re thinking about selling your business or growing through an acquisition, now may be the best time to take action to make it happen.

On March 31st, join us along with many of the region’s business buyers and sellers, for BizTimes’ annual M&A Forum and learn about best practices and the latest in what’s trending as it relates to M&A. Whether you’ve never sold or purchased a business or if you’re a seasoned expert, this program is for you.

You’ll hear from a sell-side and buy-side panel filled with local executives who have just gone through a sale or acquisition. You’ll learn best practices, lessons learned and other actionable information that will help you navigate your way through these important issues which for some – is a once in a lifetime event.

Following the sell and buy-side panels, the concurrent interactive breakout sessions will dig deeper and provide you with additional valuable insights.

Panel Discussions:

Selling Your Business – From Strategy to Execution – Company owners will share best practices, lessons learned, biggest surprises and other experiences from the sale process

  • Shane Vaughn, President & CEO, KDV Labels, LLC [1]
  • John Topetzes, Former Owner, President, Sanborn Tube and Fab [2]
  • Tim Reardon, Shareholder, Reinhart Boerner Van Deuren [3]
  • Steve Flynn, CEO / Owner, S. Flynn & Company [4]

Moderator: Ann Hanna, Managing Director & Founder, Taureau Group [5]

Growth Through Acquisition – A Look at the Why of Buying a Business, Differences Between Needs and Wants and Insights on What’s Next?

  • Kristin Dufek, President, Eppstein Uhen Architects [6]
  • Dan Druml, Vice President, Strategic Partners, FirstService [7]
  • Keith Smith, President, Vonco [8]
  • Jake Hansen, Principal, Jacsten Holdings [9]

Moderator: Inge Plautz, Senior Vice President and Executive BDO, Old National Bank [10]

Following the sell and buy-side panels, the concurrent interactive breakout sessions will dig deeper and provide you with additional valuable insights.

Breakout Sessions

Building Sustainable Business Value – Value drivers that endure despite market cycles and attract the most desirable buyers
  • Tyler Carlson, MBA, Director & Owner, Taureau Group [11]
  • John Tokarz, Shareholder, Reinhart Boerner Van Deuren [12]

Buying a business, how to start strategically and wisely funding the purchase – Process, risk management and funding the transaction including SBA options
  • Megan Brobson, Vice President, Borgman Capital [13]
  • Mike Majstorovic, WI SBA Business Development Officer, Old National Bank [14]
  • Mike Schroeder, MBA, Director & Owner, Taureau Group [15]
  • Moderator: Derek Smith, Commercial Banking Exec, SVP, Old National Bank [16]

Family succession: sale, recap or other alternatives choosing the best option for creating liquidity and next generation involvement
  • Travis Mueller, Shareholder, Reinhart Boerner Van Deuren [17]
  • Inge Plautz, Senior Vice President and Executive BDO, Old National Bank [18]

Presented By

Sponsors

Supporting Sponsor

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.