Join seasoned M&A professionals in this exclusive workshop series that explores M&A market trends as well as strategies to prepare private businesses for a liquidity event. We invite private business owners to join us for an interactive discussion that focuses on how business owners can think like an investor and learn how to:
Achieve the next stage of growth in the business
Team up with a value-added partner
Structure the business for a successful transaction, and
Michael Platner
Chair, National M&A Practice, Lewis Brisbois Bisgaard & Smith LLP
Rob Ashcroft
Senior Vice President & Director of Business Advisory Services, Northern Trust
Mike Marderosian
Managing Director, 50 South Capital
Fred Campos
Managing Director, Transaction Advisory Services, CBIZ
Past Events:
February 21, 2024 | Fort Lauderdale, FL - "Going Liquid: Strategic Planning and Liquidity Options for Private Business Owners" featuring guest speaker Michael Marderosian, Senior Vice President at 50 South Capital.
February 23, 2023 | Fort Lauderdale, FL - "Going Liquid: Strategic Planning and Liquidity Options for Private Business Owners" featuring guest speaker John Yeager, Managing Director of H.I.G WhiteHorse Capital.
November 17, 2022 | Chicago, IL - "Going Liquid: Strategic Planning and Liquidity Options for Private Business Owners" featuring guest speaker John Yeager, Managing Director of H.I.G WhiteHorse Capital.
May 5, 2022 | Tampa, FL - "Going Liquid: Strategic Planning and Liquidity Options for Private Business Owners," featuring guest speaker John Yeager, Managing Director of H.I.G WhiteHorse Capital.
April 26, 2022 | Fort Lauderdale, FL - "Going Liquid: Strategic Planning and Liquidity Options for Private Business Owners," featuring guest speaker John Yeager, Managing Director of H.I.G WhiteHorse Capital.
January 27, 2022 - “Exploring The ‘New Normal’ In 2022,” featuring guest speakers Ryan James Boyle, Senior Economist at Northern Trust and John Yeager, Managing Director of H.I.G WhiteHorse Capital.
April 29, 2021 - “Going Forward: Going Liquid,” featuring guest speakers Ryan James Boyle, Senior Economist at Northern Trust and John Yeager, Managing Director of H.I.G WhiteHorse Capital.
December 10, 2020 - “Going Forward: Leaving 2020 behind,” featuring guest speakers Vanessa Troyer, CEO of Architectural Mailboxes and John Yeager, Managing Director of H.I.G WhiteHorse Capital.
October 1, 2020 - “Going Digital: A Virtual Workshop on Digital Transformation,” featuring guest speakers Sheryl Clark, President, Boston Proper, David Finkelstein, Co-Founder/CEO, BDEX, and Ron Turnier, CEO, Creation Gardens—"What Chefs Want.”
July 28, 2020 - "Going Forward: Thinking Like a Private Equity Investor," featuring guest speakers Bill Nolan of HIG Capital and Troy Templeton of Trivest Partners.
July 1, 2020 - "Going Forward: Beyond 2020 survival, navigating and building value and liquidity in the year ahead," featuring guest speaker Neal Asbury, CEO, The Legacy Companies.
June 24, 2020 - "Going Forward: Beyond 2020 survival, navigating and building value and liquidity in the year ahead," featuring guest speaker Nic DeSiato, CFO, Rosemurgy Properties.
June 10, 2020 - "Going Forward: Beyond 2020 survival, navigating and building value and liquidity in the year ahead," featuring guest speaker, Lil Roberts, CEO, Xendoo.
June 3, 2020 - "Going Forward: Beyond 2020 survival, navigating and building value and liquidity in the year ahead," featuring guest speaker Ken Lebersfeld, CEO, Capitol Lighting.
May 27, 2020 - "Going Forward: A virtual workshop for businesses navigating the COVID-19 crisis," featuring guest speaker David Bell, CEO, Lean Technologies/Lean Staffing solutions.
