The Buyer's Edge: Preparing to Win in a Competitive M&A Market
Presented By: Brown Rudnick / Insperity
In today’s fast-moving deal environment, being a prepared buyer is the difference between winning and missing out. This session brings together experienced acquirers and M&A advisors to share insights on sourcing the right opportunities, conducting swift but thorough due diligence, structuring competitive offers, and navigating auction processes. Whether you're a strategic buyer or private equity investor, this discussion will provide the tools and strategies needed to outmaneuver the competition and close the right deals with confidence.
Moderator:
Partner
Brown Rudnick
Clients at every stage of the business life cycle rely on John Cushing as a partner and strategist, advising them on matters such as business and succession planning, entity selection and formation, private equity and venture capital financing, joint ventures and strategic alliances, mergers and acquisitions, private placements and public offerings of debt and equity securities, technology licensing, SEC compliance, corporate governance, recapitalizations, executive compensation and general corporate matters.
John works collaboratively with clients across a variety of industries, including EMS and NEMT medical transportation, product distribution and logistics, high technology, consumer products, digital and print media, e-commerce and e-solutions, SAAS, information technology, life sciences, medical devices, pharmaceuticals, manufacturing, professional and financial services, and alternative energy.
Panelists:
Partner
NewOrigin Investments
Ben Brandes is a seasoned investor and advisor with extensive experience in private equity, investment banking, and business development. As a partner at NewOrigin Investments, he focuses on scaling businesses and driving sustainable growth. Ben specializes in AgeTech and health and wellness sectors, leveraging his expertise in strategic growth, operational improvements, and acquisitions to create long-term value for stakeholders.
Business Performance Consultant
Insperity
Rich Mastrodicasa has been in the HR / PEO (Professional Employer Organization) arena for over 25 years. He has overseen the growth of business units in companies like ADP and Paycor, and currently works as a Business Performance Consultant at Insperity.
He specializes in assisting companies with 150-6,000 employees control costs, mitigate risk and drive employee productivity.
CEO
Perennial Group
Charlie Saponaro is an experienced operator and investor with over 25 years of experience growing companies. Currently, Charlie is a partner of Perennial Group, which is a long-term holding company dedicated to buying and building businesses.
Prior to Perennial, Charlie was the owner and CEO of Medical Record Associates (MRA), a healthcare services business he acquired in 2010 via Search Fund. Under his leadership, MRA expanded to over 250 employees across 40 states before being acquired in 2023.
Before MRA, he founded Bartley Capital, a search fund focused on acquiring and operating a single business. Prior to that, he led M&A efforts at ArchivesOne, a private equity-backed Records Management company that completed 35 acquisitions to become the third largest in the industry before its sale to Iron Mountain (NYSE: IRM).
Earlier in his career, Charlie was a Vice President at Brook Venture Partners, a Boston-based private equity firm focused on expansion-stage investments. He also worked at Saturn Partners, a venture capital firm specializing in early-stage technology investments, and Boston Capital, a real estate investment and advisory firm specializing in in affordable multifamily housing. Charlie holds a B.A. in Political Science from the University of Vermont and lives in Massachusetts with his wife and two daughters.