February 11, 2021: Chapter Meeting, hosted jointly with ACG Cleveland

Panel Discussion

Topic: “Art of the Deal: M&A Post COVID”

The keynote address will be in the form of a panel discussion. The following are scheduled to appear to share their thoughts on M&A demand and projections for 2021.

Program Moderator:

Tom Zucker, President and Founder of EdgePoint Capital 

Tom is the President and Founder of EdgePoint Capital, a boutique investment banking firm based in Cleveland. Since EdgePoint’sfounding in 2000, Edge Point has completed more than 275 domestic and international middle market M&A transactions totaling more than $1 billion in transaction value.

Panel Members:

Jim Marra, Director of Business Development at Blue Point Capital Partners  

Jim has been with Blue Point since 1991. Before joining the group, Jim held various positions with Citicorp in the Leveraged Capital, Investment Banking and Venture Capital Groups.

Robert A. Ross, Chair Global Transaction Group; Vice Chair, Private Equity Group at Benesch

Robert A. Ross is the Chair of Benesch’s Global Transaction Group and Vice Chair of Benesch’s Private Equity Group. He provides counsel to public and private companies involved in complex acquisitions, mergers and divestitures throughout the United States and worldwide.

Professional Development Session

Presented by Hylant

Topic: The Art of the Deal – Post COVID

A case study panel discussion. Kip Irle will outline an actual case involving the sale and purchase of a company that occurred during the pandemic. The audience will have the opportunity to hear different approaches to the transaction valuation, including data analytics, actuarial, due diligence and other valuation techniques. In addition, each panelist will offer their expertise when it comes to the concepts of valuing companies.

Jessica Kerrigan – Hylant, Client Executive and Member of the MA&TS Practice
Kip Irle – Hylant, SVP – Transactional Risk
Mindy Marsden – Bober Markey Fedorovich – Senior Manager | Transaction Services
Matthew Melago – Edgepoint, Vice President

CPE Credits Earned: 1 hour