Mitigating Risk & Navigating Current Trends in Today's Volatile Sell-Side Environment
Presented By: Oswald Companies / Fifth Third Bank
The list of issues that can derail a sell-side transaction these days continues to grow—yet sellers are getting deals done. Join a group of veteran dealmakers and executives as they explore how to sell a company and current term trends. You’ll hear lessons learned and war stories around issues such as selling a company and staying on, IP asset deals, and sale-leasebacks. After this conversation you’ll walk away armed with best practices to make your company more attractive—and safer—for potential buyers.
Moderator:
Sr. VP - Private Equity Services
Oswald Companies
Jeff coordinates the analysis of a target company’s exposure to risk in the areas of commercial insurance, employee benefits, retirement plans and life insurance strategies. The group delivers a comprehensive review and understanding of the entire risk profile of the target company; including the insured and uninsured exposures faced by an entity. The group also projects pro-forma costs for the target to allow for reliable financial modeling post close.
Panelists:
Director - Investment Banking
Fifth Third Securities
Matt Francati is a Director in Fifth Third's Investment Bank, and has spent 12 years in middle market M&A advisory. He leads coverage for Ohio and Indiana, supporting business owners, entrepreneurs, and management teams in evaluating M&A and related capital markets opportunities. Prior to joining Fifth Third, Matt was a VP at Harris Williams & Co. for nearly 10 years in their Cleveland office.
Partner
Cyprium Investment Partners
Beth is responsible for sourcing, evaluating and structuring investments on behalf of Cyprium, as well as on-going portfolio company management. She has diversified experience within the food and beverage, packaging, distribution, industrial and building products industries and has worked on several of the firm’s Canadian investments. Beth also serves as a member of Cyprium’s Investment Committee.
Prior to joining the firm in 2000, she served in various investment banking roles at KeyBanc Capital Markets and Carleton, McCreary, Holmes & Co.
Beth graduated cum laude from Dartmouth College with a BA in government and received her MBA from The Wharton School of the University of Pennsylvania.
Additionally, Beth serves on the board of the Cleveland chapter of the Association for Corporate Growth, where she is a member of Executive Committee and focuses on the organization’s DEI, Women in Transactions and Young ACG initiatives. She is also a member of the board of Magnificat High School, an all-girls high school and her alma mater, where she co-chairs the Strategic Planning committee. When she’s not traveling or watching her three kids play sports, you can usually find Beth running trails throughout northeastern Ohio.
Chairman
Signet Enterprises
Anthony (Tony) is the Founder and Chairman of Signet LLC, a global investment firm. Tony has created collaborative partnerships for Signet, which now owns over 25 companies (10 of which have been startups) in the manufacturing, technology and service arenas; and has also developed over $5 billion in real estate projects (mainly in healthcare and institutional student housing).