Kickoff Roundtable: Settling Into the New Deal Paradigm
Presented By: First National Bank
What’s driving M&A as we wind down 2024 and look to 2025? In this keynote roundtable we’ll explore drivers behind valuations, assessing talent and how to retain your employees during an acquisition, how interest rates are impacting M&A, and other challenges for transaction due diligence.
Moderator:
Senior Vice President
First National Bank
David and his team provide tailored cash flow solutions, as well as financing and credit options, to drive growth and aid middle market and corporate clients in achieving their financial goals. He will be responsible for developing new business throughout FNB’s Charlotte region, in addition to monitoring the quality of existing relationships in the team’s portfolio.
During his nearly three decades of financial experience. David has been an active supporter of his community and is affiliated with various local and industry-specific organizations.
Panelists:
CFO
Inspira Financial
Murphy oversees finance, accounting, real estate, and facilities. Previously, Murphy served as CFO at RVO Health, held leadership positions at Wells Fargo Securities, and spent many years in private equity. Murphy holds a BA from Stanford University, an MBA from the University of Pennsylvania’s Wharton School of Business, and is a Kauffman Fellow.
President
SRI and Stock Car Steel & Aluminum
Greg Fornelli is the founder and president of a family of motorsport supply businesses. He began his entrepreneurial career in 1996 when he opened a steel service center specializing in raw materials used to manufacture NASCAR race cars. Since this time, Greg has made 7 acquisitions, and opened 2 satellite operation centers. All of his businesses revolve around the fastest industry in the world... RACING!