The Art of the LOI: Mastering M&A Beginnings

Bob is Managing Partner and Founding Partner of Murphy McCormack Capital Advisors, a boutique investment banking and corporate advisory firm in Lewisburg, Pennsylvania. Mr. McCormack has more than 32 years of financial services experience, and focuses on providing advisory services related to business sales, mergers, acquisitions, divestitures, business valuations, debt and equity financing, and select turnaround projects. He formed Murphy McCormack Capital Advisors in 2005. He previously served as President and Chief Executive Officer of Sun Bancorp, Inc., a $1 billion financial services holding company with bank branches and affiliates located throughout central Pennsylvania.

Allen C. Tucci is a seasoned corporate attorney to large, multinational corporations and emerging, growth-oriented businesses, advising them on a range of corporate law matters with a particular focus on corporate transactions, mergers, acquisitions, securities and international business deals. He regularly represents clients in complex commercial transactions, including developing and executing entity simplification strategies and structuring joint venture frameworks for multinational corporations. Allen’s experience extends to advising on tax implications, mitigating risks and fostering seamless integration of post-acquisition.

Marshall Welch is the President and principal owner of PDC Spas and an active EOS Implementor. Prior to acquiring PDC, Marshall has a background in finance and operations working primarily as an interim executive for private equity and family owned companies. He spent the early part of his career in the turnaround and performance improvement group at Alvarez & Marsal and later Platinum Equity.