Navigating Buy-Side M&A: Insights and Strategies
Presented By: Barley Snyder LLP / Fulton Bank
Join this expert panel featuring two M&A advisors and two Private Equity partners as they delve into the latest trends in buy-side M&A transactions. Learn how to strategically approach deals, understand key market dynamics, and optimize transaction outcomes to better navigate the complexities of today's M&A landscape.
Moderator:
Partner
Barley Snyder LLP
Paul focuses his practice on business, concentrating in mergers and acquisitions, securities, banking, and corporations. His practice includes complex transactions. Among other recognitions, Paul maintains an "AV" Martindale Hubbell rating, he’s been ranked The Best Lawyers in America®, under the following categories, Banking and Finance, Mergers and Acquisitions, Securities and Capital Markets.
Panelists:
Partner
Trendline Capital
Prior to joining Trendline Capital in 2022, Jim was a Managing Director of Investment Banking at Boenning & Scattergood, Inc., where for nearly 20 years he worked extensively with middle-market companies on numerous transactions, advising owners and executive teams on sell-side and buy-side mergers and acquisitions, raising capital, and analyzing strategic alternatives and opportunities. At Boenning & Scattergood, Jim worked with privately-held, family-owned, and owner-operated businesses across a wide variety of industries, including manufacturing, distribution, consumer products, transportation, food and beverage, business services, apparel, building products, healthcare, and banking and financial services.
Before Boenning & Scattergood, Jim worked in the investment banking advisory groups of Griffin Financial, LLC, Berwind Financial, L.P., and Brown Brothers Harriman & Co. In addition, Jim's background includes serving as a commercial loan officer for a regional bank and a vice president of finance for a private equity-backed company.
Jim received a B.S. in Finance and International Business and a minor in Economics from The Pennsylvania State University and holds the Chartered Financial Analyst (CFA) designation.
Vice Chairman & CEO
The Wenger Group, Inc.
Phil joined The Wenger Group (TWG) in 2018 as its Chief Executive Officer (CEO) and Vice Chairman of the Board. During the last 5 years he has been involved in leading the company through a transformation effort where it consummated numerous acquisitions and ventures, expanded into specialty protein areas, vertically integrated into its supply chain, and strengthened its internal infrastructure and corporate governance. Effective October 1st, he will relinquish the CEO position and will assume the role of Executive Chairman of the Board.
Prior to joining TWG, Phil was part of the senior management team of a large multi-bank holding company from 2012 to 2018 and joined this public company team, after a career in public accounting with the larger global firms for almost 40 years. Phil’s last position in public accounting was as Vice Chairman of the professional service firm’s US Operations. While in public accounting, Phil served clients in multiple industries and was engaged in many acquisitions, divestitures, IPOs, and other types of corporate finance transactions.
Phil has also been on the Board of two public companies in the manufacturing and retail areas and served on multiple Board Committees. He currently is on the board of three private companies and some other non-profit organizations in Lancaster County. He is also a Trustee of a family trust that holds interests in an operating company.
Director, Middle Market Banking
Fulton Bank, N.A.
Mike directs Fulton’s commercial activities with Middle Market companies throughout the Bank’s five-state footprint. His entire 25 year banking career has been focused on the needs of midsized companies, primarily family-owned businesses, in the Mid-Atlantic region. He earned his MBA from the University of Virginia’s Darden School and his bachelor’s degree is from American University.
Managing Partner
Pine Street Capital Partners
A founder of Pine Street in 2004, Tim is involved with all activities at the firm, including deal sourcing, deal structuring, portfolio management, fundraising and administration. Tim currently serves as a board member on Pine Street portfolio companies Express Medical Transporters, Filterworks USA, NPL HomeCare, and DeIorio Foods, and is a board observer on Pine Street portfolio company Alexis Russell. He is also active as a board member of several other for profit and not for profit entities. Tim's career has included a variety of roles, including as Chief Operating Officer and board member of Colonial Data Technologies, a $75 million revenue publicly traded provider of telecommunications equipment; Chief Financial Officer of First Albany Companies Inc., a $300 million publicly traded investment banking and brokerage firm; and more than 12 years as a senior investment banker providing advice and capital raising services to small and middle market companies in various industries. Tim began his career as a corporate and securities attorney at Cahill Gordon & Reindel in New York City. He is a graduate of the State University of New York at Albany and Albany Law School.