How to Be an Effective Buyer in This Hyper-Competitive and Ever-Changing Environment
Presented By: Tucker Ellis, LLP / Citizens Capital Markets
Demand on the buy-side is strong as 2022 remains a seller’s market. Despite the sky-high valuations, we’ve entered a fast-changing environment with a variety of evolving headwinds and curveballs being thrown at companies. Join a group of veteran dealmakers and acquirers for an overview of the buy-side pressures and issues impacting acquisition-based due diligence. They’ll share lessons learned, practical advice, and stories that will help you get that deal closed.
Moderator:
Managing Director
Citizens Bank M&A Advisory
David co-founded Western Reserve Partners in 2004, which was acquired by Citizens in 2017, and has more than 25 years of experience advising middle market companies in mergers and acquisitions and capital raising across a wide range of industries. Prior to co-founding Western Reserve Partners, he was a Managing Director at KeyBanc Capital Markets and Manager of Consumer Investment Banking at McDonald Investments. David started his career at Ernst & Young, where he provided financial consulting and audit services to middle market companies.
Chair of M&A, Securities & Capital Markets
Tucker Ellis LLP
Jayne serves as chair of the M&A, Securities, and Capital Markets practice groups at Tucker Ellis. She is a trusted adviser to investors, boards, and management teams on corporate transactions, regulatory compliance, and governance processes. She counsels public and high-growth private companies, private equity firms and venture capital firms at all stages of their life cycles and has been a key adviser on domestic and cross border deals.
Panelists:
Partner
Blue Point Capital Partners
Chip has been with the group since 1998 and opened Blue Point’s Shanghai office, which he continues to lead, in 2004. Prior to Blue Point, Chip worked in business development for the Sara Lee Corporation in Hong Kong, as well as for Strategic Planning Associates (now part of Oliver Wyman), providing strategic consulting services to a number of Fortune 500 companies.
Chip holds a B.A. in Asian Studies from Brown University and a Master’s of Public Affairs from Princeton University. Chip has been a contributor on issues related to China investments to a number of national news organizations, including Bloomberg, Reuters, The Wall Street Journal and American Public Media’s national radio show, Marketplace.
On behalf of Blue Point, Chip serves as a director of Gesco, Next Level, Spector & Co., Stax and Transtar.
Former Owner
ID Images
Proven leader with an 18-year track record of building businesses, improving profitability, driving growth, and developing teams; 14 years as owner, CEO and Board Chair. Understands and uses the levers that impact business results - solid strategy, devoted people, positive culture, loyal customers, and financial stewardship. A record of success across the entire enterprise life cycle - visioning, early stage, capital raising, high growth, M&A, sustaining, revitalization, and turnaround.
Vice President of M&A
Park Place Technologies
Kelly Greene is the VP of Mergers & Acquisitions at Park Place Technologies. In her 7 years at Park Place, Kelly has facilitated in excess of 20 acquisitions globally, in each of those years meeting or exceeding the company’s targets for growth by M&A. With a background in industry, customer service and the human capital of organizations, Kelly brings added perspectives and tools to the economic calculus of deal-making.