Navigating the Gathering Storms: How to structure acquisitions & access capital during evolving deal environments
Presented By: Dickinson Wright PLLC / First National Bank
The factors that impact buy-side deals—from valuations to deal terms to the capital structures needed to finance it—continue to change. So what can you do to put together—and close—a successful transaction? Join a group of veteran dealmakers and deal advisors for a rousing conversation on valuations, debt and sub-debt, the difference between platform companies and add-on acquisitions, and why what you thought you knew about building strong capital stacks to fund deals may no longer hold true.
Moderator:
Senior Vice President
FNB Corporation
Todd Kavalieros is a Senior Vice President and Market Leader with First National Bank in Columbus, Ohio. In this role, Todd will expand FNB’s presence in the Central Ohio region and develop new business opportunities with various middle market companies and municipal entities. Prior to joining FNB, Todd worked at several super-regional banks throughout the Midwest in leadership capacities within the commercial, municipal and treasury management banking verticals. Most recently, he worked as a senior management consultant delivering enterprise-wide strategic financing solutions and capital planning to entities with annual budgets up to $750 million.
Panelists:
Of Counsel
Dickinson Wright PLLC
Sean Gouhin, Of Counsel in Dickinson Wright’s Columbus office, focuses his practice on a variety of areas, including corporate law, mergers & acquisitions, private equity, and cybersecurity. With nearly 30 years of experience practicing law, Sean has worked with clients in a variety of areas to navigate the complexities of running a business.
Prior to joining Dickinson Wright, Sean was Executive Vice President and Chief Legal Counsel to a cybersecurity company based in Ohio. His time as in-house counsel provided Sean with an expanded perspective of the practice of law, with a finely-tuned sense of what clients are looking for from their lawyer.
Group Head at FNB Mezzanine
First National Bank
Marty’s work experience includes almost 30 years of lending, investment banking, and private equity experience. The last twenty years have been spent at private equity and subordinated debt firms investing primarily in the mergers and acquisition space.
Marty participates in several boards and is on the board of the Association for Corporate Growth, Cleveland Chapter. He has a bachelor’s degree from Cornell University and an MBA from the Simon School at the University of Rochester.
Managing Partner
Kassel Equity Group
Since joining Kassel Equity in 2013, Brett Motherwell has contributed to its business development team with his experience in global financial markets, creating multinational corporations’ global payroll platforms at Global Single Source Solution. He also helps oversee financial operations throughout the company and its subsidiaries, in concert with Thomas Werner. Previously, he worked with TTR, a Portland, Oregon-based company that specializes in the creation of customized sales and use tax rulings on business-related goods and services.
VP, Legal
Hawthorne Gardening Company
Katy is vice president, Legal, for The Hawthorne Gardening Co., a wholly owned subsidiary of The Scotts Miracle-Gro Co. She serves as lead attorney and legal adviser for Hawthorne, a leading manufacturer and distributor of hydroponics products. Previously, she was lead counsel at Scotts for mergers, acquisitions, divestitures and joint venture relationships.