Closing the Deal: Overcoming Today’s Top Sell-Side Challenges
Presented By: Andrews Myers, P.C. / Crowe, LLP
Successfully closing a sell-side M&A transaction in today’s environment requires navigating a range of evolving challenges. These include shifting market dynamics, valuation pressures, and heightened due diligence requirements. We’ll share insights into how to address buyer demands for stronger representations and warranties, manage earnout provisions, and overcome deal delays caused by legal or operational red flags. You’ll learn from seasoned dealmakers who have successfully closed transactions despite these obstacles, and walk away with actionable strategies to ensure your sell-side process is set up for success.
Moderator:
Co-Managing Shareholder
Andrews Myers, PC
Patrick Hayes’ practice focuses on commercial real estate and assisting clients in acquiring, disposing, capitalizing and forming companies. Patrick’s real estate practice covers all aspects of commercial real estate, including acquisition, development, capitalizing, financing, leasing and disposition of all product types of commercial real estate. His corporate/commercial practice centers on the formation and restructuring of commercial entities, including corporations, partnerships and limited liability companies, as well as the acquisition, capitalization, financing and disposition of business enterprises, the preparation of various contracts and agreements, and the representation of clients in their ongoing business activities.
Panelists:
Managing Director
Main Street Capital Corporation
Jaime Arreola is a Managing Director on our lower middle market investment team and has served in this role since joining Main Street in January 2023. Prior to joining Main Street, Mr. Arreola was a Managing Director at Alloy Capital, a private credit firm that invests in growing companies in the middle market in Mexico. At Alloy Capital, Mr. Arreola was responsible for the origination and negotiation of new investments as well as overseeing and monitoring portfolio companies.
Prior to joining Alloy, Mr. Arreola served as a Principal of Pinto America Growth Fund L.P. (“PAGF”), a private equity fund focused on investing in fast growing companies in the Hispanic market in the U.S. During his tenure in PAGF, Mr. Arreola served as the CEO of Excel Distribution for 6 years, a specialty distributor of Hispanic food products, until Excel’s successful sale.
Prior to joining PAGF, Mr. Arreola worked for PepsiCo, McKinsey and Co. and Femsa Cerveceria in Mexico.
EVP & CFO
Tellepsen
As CFO of Tellepsen, Matt continuously blurs the lines between operations and finance & administration. He brings a “field first focused” approach to our support function organization whereby teams are consistently challenged to influence the score versus simply keep the score. He has built high functioning organizations in fully private, public, and private-equity company structures to support annual revenues ranging in size from $50M to $1B+.
Senior Counsel
Andrews Myers, P.C.
Brent Pharis has a broad corporate and securities law practice with a particular emphasis on representing buyers and sellers in connection with mergers & acquisition transactions; debt and equity securities transactions; corporate, partnership and LLC formations and restructurings; the formation of joint ventures and strategic partnerships; and advising public and private companies on matters of general corporate law and corporate governance, securities law, SEC (including Sarbanes-Oxley) and NYSE/Nasdaq compliance.
Prior to joining the firm as Senior Counsel, Brent worked for several years at one of the world’s largest plastics, chemical and refining companies in all manner of corporate and securities transactions. Having worked in-house affords him a unique insight and better understanding of clients’ needs and business goals.
Brent is a proud U.S. Army Veteran.
Tax Partner
Crowe, LLP
Jason has worked as a CPA for 30+ years helping clients with an array of tax services including tax compliance, tax planning, tax aspects of transactions and IRS audit defense. He has focused on M&A tax related work for 20 years in transactions ranging from $400,000 to $15 billion. Jason is also a licensed attorney and has lived in Houston 40+ years.