Unlocking Liquidity in M&A: Bridging the Valuation Gap
Presented By: Alex. Brown (A division of Raymond James) / Cendrowski Corporate Advisors
In today’s M&A landscape, deals are stalling due to misaligned seller expectations and market realities. Join a group of executives and M&A advisors as they explore the challenges owners face when seeking liquidity, including the disconnect between their desired valuations and market conditions. Whether you're looking for a full or partial exit, or are just interested in taking some chips off the table, you'll learn strategies for overcoming these obstacles, the role of rollover equity, and how to better position yourself and your company to achieve more favorable liquidity outcomes.
Moderator:
Regional Executive - Managing Director, Investments
Alex. Brown, a division of Raymond James
Roger manages the Chicago office of Alex. Brown and has over 20 years of experience working with families of significant wealth. As a Wealth Management Specialist, he focuses on the needs specific to business owners going through a liquidity event. Strengths include presale planning, assembling your professional team, asset protection, investment management, family office services, philanthropy and building your legacy.
Panelists:
Managing Director
Cendrowski Corporate Advisors, a division of Prosperity Partners
Harry is a founding member of Cendrowski Corporate Advisors and a licensed CPA in Michigan, Illinois and Florida. He is a veteran of the private equity and venture capital industries as an investor, founder and advisor to several funds. He has served as an expert witness in numerous disputes, as court-appointed receiver for multimillion dollar estates and as the accountant to the trustee in high-profile bankruptcy cases.
Chairman & Co-Founder
Ocean Biomedical & AIRO Group
Dr. Chirinjeev Kathuria is an Indian-American investor, physician, politician, businessperson, and philanthropist.
Dr. Chirinjeev Kathuria is the Chairman and co-founded Ocean Biomedical which is pursuing programs in oncology, fibrosis, infectious disease, and inflammation and went public on NASDAQ.
Dr. Chirinjeev Kathuria is the Chairman and co-founded the AIRO Group. The AIRO Group brings together technologies and services in urban air mobility, commercial and military aviation, and avionics. Airo Group Holdings, Inc. announced a Confidential Submission of Draft Registration Statement Related to Proposed Public Offering.
Dr. Kathuria co-founded American Teleradiology NightHawks, Inc. which merged with NightHawk Radiology Holdings, Inc. and the combined company went public on NASDAQ.
Dr. Kathuria has also been involved in space exploration and was the Founding Director of MirCorp; the first commercial company to privately launch and fund manned space programs.
Dr. Chirinjeev Kathuria co-founded UpHealth a leading global digital healthcare company that went public on NYSE.
Dr. Kathuria ran for U.S. Senate in Illinois, becoming the first Indian-American to run for the US Senate in US history, in a race that included eventual winner, President Barack Obama.
Dr. Kathuria received a Bachelor of Science degree and Doctorate of Medicine from Brown University and a Master of Business Administration from Stanford University.
Managing Partner
Klarian Capital Group
Klarian is a boutique Entrepreneurial Advisory firm, focusing on strategic, operating and financial needs of passionate entrepreneurs and the legacy of the companies and families they lead. We deliver great value by leveraging a deep understanding of the dynamics of growing businesses, as well as substantial transactional experience and relationships.
After a highly successful 17-year career as a commercial lawyer, including first chairing public company mergers, David has dedicated the second chapter of his professional life to building a deep and unique understanding of how passionate entrepreneurs influence strategic, operational, financial and transactional paths in ways that determine either entrepreneurial challenge or success.