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M&A Forum

Last updated on February 22nd, 2023 at 02:38 pm

M&A 2023: Navigating the Road Ahead

APRIL 4, 2023 | 2:00PM-6:30PM | Brookfield Conference Center


Make plans to attend the 16th annual M&A Forum on April 4. Designed to equip attendees for the road ahead in this complex economic environment, the conference will feature a keynote conversation on one of the most interesting local deals of 2022, Palermo’s Pizza and Funky Fresh Spring Rolls, followed by a panel with buyers and sellers sharing insights and strategies on how they navigated the M&A landscape.

Keynote conversation:

  • Giacomo Fallucca, Chairman of the Board & CEO, Palermo’s Pizza (1)
  • Jasper Fallucca, Director of Business Development, Palermo’s Pizza (2)
  • TrueMan McGee, Founder, Funky Fresh Spring Rolls (3)

Sell-side/Buy-side Panel

From Selling Your Business to Growing Through Acquisitions
Company owners will share their best practices and lessons learned related to building value, timing, managing the transition and other related experiences that will help you navigate through the process of selling and buying a business.


  • Mike Harris, Entrepreneur, Principal, Harris Advisors (4)
  • Alex Lawton, CEO, The Lawton Standard Co. (5)
  • Vince Shiely, Partner, Lubar & Co. (6)
  • Kate Westfall, Shareholder, Reinhart Boerner Van Deuren s.c. (7)

Moderator: Ann Hanna, Managing Director & Founder, Taureau Group (8)

Breakout Sessions to Follow Presentations

Following the panel, attendees can attend tactical breakout sessions further diving into topics that today’s buyers or sellers need to know, including:

Lessons from the Rearview Mirror – A reflection on the deal and journey behind them.


  • Brian Adam, President/Owner, Olympus Group to discuss merger of 2 companies (8)
  • Joe Gibson, Former Zywave CFO and Fiserv executive (9)
  • Terry Rowinski, COO, IMS Integrated Merchandising Solutions to discuss the sale and process of HPS (10)
Moderator: Inge Plautz, Senior Vice President and Executive BDO, Old National Bank (11)

Roadmap to Value

Experienced M&A professionals will provide insights into current market trends and offer insights to help business owners understand and drive business value.


  • Nick Mydlach, Vice President & Owner, Taureau Group (12)
  • Corey Vanderpoel, MBA, Managing Director & Founder, Taureau Group (13)

Emerging legal trends in M&A that every buyer and seller should consider


  • Justin Voeks, Shareholder, Reinhart Boerner Van Deuren s.c. (14)
  • Melissa Zabkowicz, Associate, Reinhart Boerner Van Deuren s.c. (15)

The program ends with a networking reception, where you can interact with the speakers and your peers.

Whether you are a buyer, a seller, or a seasoned M&A professional, this conference will provide valuable insights and tools to help you succeed.


Apr 04 2023


2:00 pm - 6:30 pm


Brookfield Conference Center
325 S Moorland Rd, Brookfield, WI 53005
BizTimes Media


BizTimes Media