New Risks for Buyers
Presented By: Brady Ware CPAs and Advisors / Hartman Simons & Wood / Lockton Companies
Uncover the art of priming your company for a successful buy-side transaction. Join a group of veteran dealmakers as they reveal effective strategies for evaluating and mitigating risk as part of your acquisitional growth strategy.
Moderator:
Managing Director
Brady Ware CPAs and Advisors
As Managing Director, Anita oversees the firm's strategic direction and day-to-day operations leading efforts to advance a one firm culture while positioning Brady Ware for a new era of growth. Additionally, Anita brings over 15 years of comprehensive tax experience to the firm helping domestic and international clients with their strategic tax planning, structuring and tactical issues. Her clients are in numerous industries including real estate, technology, manufacturing, and renewable energy.
Panelists:
Principal
Carousel Capital
Adam Elmore joined Carousel Capital in 2017. Previously, Mr. Elmore was a Director at BlackArch Partners, where he led the firm’s private company advisory practice, a proprietary business unit within the firm that focused on establishing and building client relationships with owner-operators, family businesses, and management teams across twelve industry verticals.
Mr. Elmore leads Carousel Capital’s investment origination efforts. In this role, he is responsible for originating, assessing, and developing investment leads and relationships with companies. He also develops and maintains relationships with entrepreneurs, investment bankers, attorneys, accountants, financing providers, and other sources of opportunities.
President & Partner
Lockton Companies - Southeast Series
Neil Metzheiser is the President of Lockton Atlanta, Partner of Lockton Companies and a member of its Executive committee for the Southeast Series. Prior to joining Lockton in 2004, Neil was the Managing Director at Hobbs Group for four years and a VP at AIG for 8 years. Lockton is the largest private & independent insurance broker in the world offering full service property & casualty and employee benefit solutions to companies.
Senior Counsel
Hartman Simons & Wood
Craig Samuel has built his experience in mergers and acquisitions, and as an associate in the corporate & business entities practice group, he parlays this expertise assisting clients with mergers and acquisitions, private equity investments and other business transactions.
Principal
Eagle Merchant Partners
Brady is a Principal at Eagle Merchant Partners. Having joined the team in 2014, Brady has invested in and served on the Board of several multi-unit, franchise and comercial services companies.