The Path to Successful Acquisitions — Strategic and Creative Financing in Buy-Side M&A
Presented By: Dunlap Bennett & Ludwig PLLC / First National Bank
Fluctuations in interest rates, access to capital, and liquidity in balance sheets continue to increase the complexity of buy-side deals. Join us as we provide insights into current nuances of acquisitions, focusing on strategic target identification, financing options, and creative deal structuring — all resulting in strengthening your ability to close deals.
Moderator:
Partner
Dunlap Bennett & Ludwig
Wright Lewis is a Partner at Dunlap Bennett & Ludwig, a mid-sized business boutique law firm with a nationwide practice. Wright's practice is focused on mergers and acquisitions, venture capital, and providing outside general counsel for matters arising throughout the business life cycle, including entity formation, governance, restructuring, contracts, equity compensation, and succession planning.
Panelists:
Senior Vice President
First National Bank of Pennsylvania
Criss Kennedy, SVP, is a Team Leader of Commercial Banking with First National Bank’s Mid-Atlantic region, having joined in 2022. She has more 30 years of in the mid-Atlantic region and holds MBA from Western Illinois University. She serves in the Professional Services Council, NOVA Chamber of Commerce and holds board positions with Senwah Foundation, KDHC, and the UMD Advisory Council.
CEO
Pegasus Support Services, LLC
As Chief Executive Officer (CEO), Mr. Brian Newell is responsible for company growth and strategy to include Business Development. He is a seasoned business executive that brings more than 20 years’ experience with a strong focus capturing new business opportunities, fostering relationships and partnerships, and exceeding customers’ expectations in both the government and commercial sectors.
Most recently, Mr. Newell served as EVP at Oasys International Corporation (acquisition of C2 Solutions Group, Inc. where he was the founder)! He was responsible for developing, growing, and maintaining strategic partnerships and contracts.Before Oasys, Mr. Newell found and ran C2 Solutions Group, Inc. for 14 years before selling to Oasys International Group. Under Mr. Newell's leadership, C2 was named on the INC 5000 list four times and named by Virginia Business Magazine as a Best Place to work four times! Before starting C2, Brian served as Chief Executive Officer (CEO) of Revolent Technologies.
He also held key leadership positions as Director of Federal Sales at Paragon Imaging, Vice President of Business Development at AperServ, and as Senior Business Development Manager at PricewaterhouseCoopers, LLP.
Brian holds a Bachelor of Science degree in Management Science from Virginia Polytechnic Institute (Virginia Tech). Mr. Newell's passion is mentoring and coaching football, which has allowed him to give back to youth and high school level athletes for the past 28 years in Northern Virginia. His success as a coach landed him in the Northern Virginia Football Hall of Fame in 2016.
Partner
Greenhall Capital Partners
Curtis Ofori is a Partner at Greenhall Capital. Throughout his career, he has been investing in and partnering with leading businesses and management teams across technology, communications infrastructure, tech-enabled services, payments and software.
Before Greenhall, Mr. Ofori worked in the investment banking division at Morgan Stanley (TMT) and the U.S. Treasury Department. He also was on the U.S. Economics and Business Analysis (EBA) team at Booz Allen, where he primarily focused on telecom. Mr. Ofori began his career as Certified Public Accountant (CPA) and worked as an auditor at PriceWaterhouseCoopers.