Sell-Side Action Plans: Inside Today’s Transaction Trends
Presented By: JP Morgan Chase / Saul Ewing LLP
Examine the evolving landscape of sell-side strategies in M&A and what both sellers and private equity firms need to know for success. This panel will cover key trends, valuation considerations, what buyers are looking for, and the importance of timing and preparation. Learn how to position a business for sale, attract the right buyers, and negotiate favorable terms.
Moderator:
Partner
Saul Ewing LLP
Brian Meltzer advises businesses in the technology, retail, and life sciences sectors on legal issues connected with transactions that facilitate their strategic growth. Companies ranging from start-ups to established enterprises operating as public and private companies rely on his counsel in mergers and acquisitions as well as private equity and venture capital financing deals. He also represents private equity groups, venture capital groups, investors and investment firms in these transactions.
Clients also look to Brian to provide outside general counsel services on contracts, operational, organizational and employment matters, corporate governance and other legal issues. He brings an analytical, problem-solving mindset to this work and navigates clients through their unique issues on a journey aligned with their business goals and expectations.
Panelists:
Managing Director
Access Holdings
Nik Kapauan joined Access Holdings in 2022 as a Managing Director on the Value Creation team. As a member of the team, Nik supports the firm’s thesis development, origination, execution, and portfolio management activities. He also leads Access’ efforts to build distinctive digital and analytics capabilities to drive investment decisions and value creation initiatives.
Prior to joining Access Holdings, Nik was an Associate Partner at McKinsey & Company, helping clients around the world achieve breakout growth by building, acquiring, and scaling innovative new businesses. Nik has an MBA from Columbia Business School and a Bachelor of Science in Computer Engineering from the University of Waterloo.
Mid-Cap Investment Banking
J.P. Morgan
Jonathan Sterlin is a senior member of J.P. Morgan’s Mid-Cap Investment Banking team advising primarily founder/family-owned and sponsor-owned businesses across Maryland, Virginia, and the District of Columbia on mergers & acquisitions and capital raising activities. Previously, he worked on the Global M&A team at Barclays in New York and in public accounting at PricewaterhouseCoopers in Northern Virginia.