De-Risking the Deal
Presented By: Lockton Companies, LLC / UHY Corporate Finance
The list of issues that can derail a buy-side transaction these days continues to grow—cybersecurity breaches, delays in the ability to deliver to clients products and services, COVID-related EBITA bumps (or drops). So what can you do to mitigate risk if you’re a buyer? And, what best practices can you employ today to make your company more attractive and safer for potential buyers?
Moderator:
Senior Manager
UHY Corporate Finance
Alex is a leader of the Financial Due Diligence Practice within UHY Corporate Finance. In this role Alex leads buy-side and sell-side Financial Due Diligence engagements for middle-market enterprises and private equity firms across diverse industries including: industrial manufacturing / products, technology and healthcare. Prior to joining UHY, Alex worked in the Deals Practice at PwC. Alex is a licensed CPA in the State of Michigan.
Panelists:
Senior Manager
UHY Corporate Finance
Ms. Anibal manages the UHY Corporate Finance practice serving middle-market clients. She provides services including buy and sell side financial due diligence investigations focused on evaluating quality of earnings, quality of net assets, net working capital requirements, and the reasonableness of proposed adjustments to reported EBITDA.
COO
RKA
Tom Cinzori is a seasoned and multi–faceted executive with a proven ability to anticipate, innovate, and accelerate across a spectrum of administrative disciplines to enhance business performance. Areas of expertise include financial strategy and stewardship, executive leadership, treasury management, advanced IT operational deployment, HR strategy, organizational design, cultural development, and change leadership. Tom possesses an unparalleled business perspective from start up to multi- national organizations. He has more than 28 years of financial experience and over 20 years of executive experience in a multitude of different industries and market segments. He brings a multi-dimensional perspective and a wealth of experience to growing organizations.
Senior Vice President
Lockton Companies, LLC
Quinn is a Senior Vice President with Lockton specializing in risk management and insurance. Lockton is the world's largest family owned brokerage with over 8,000 Associates. His expertise centers around M&A, construction and manufacturing. He's been with the firm for ten years and is part of the leadership team for Lockton Michigan.
Partner
Atlas Holdings
Ramzi served as president and CEO of Shiloh Industries, a global innovative solutions provider focusing on lightweighting technologies that provide environmental and safety benefits to the mobility market. Since joining Shiloh in 2012, Ramzi has transformed the company from a regional automotive supplier into a $1.1 billion global company with a strategic focus on design, engineering and manufacturing.
Vice President
Lorient Capital
In order to support operational excellence across all portfolio companies, much of Doug’s time is spent working hand-in-hand with our portfolio companies building systems, processes, and technology capable of scaling the organization to the next level. Prior to joining Lorient, Doug was an associate with Quarton International, a middle-market investment bank specializing in M&A advisory, and as an associate in the Transaction Advisory Group at Ducker Worldwide, a management consultancy to Fortune 500 companies. He holds a BA in Economics and East Asian studies from Denison University.