The Path Forward: What does it look like?
Presented By: RSM / BMO Harris Bank
As companies recover from the pandemic’s effects, the impact remains real. How have issues such as greater technology integration, COVID-bump (or drop) financials, supply chain issues, labor availability, and increasing inflationary pressures affected deal preparedness? Join two c-suite executives and a pair of M&A advisors for an engaging discussion.
Moderator:
Principal, Management Consulting
RSM US LLP
Tom is the national practice leader for RSM’s human capital practice. With over 25 years of experience in business consulting, Tom’s work focuses on HR strategy and structure, HR transformation, change management, strategic workforce planning, talent management and succession, M&A, employee retention, competency model development, HR metrics and analytics, and organizational design—serving companies of all sizes, from startups to Fortune 15. Tom is also the co-author of three books on business ethics.
Panelists:
Managing Director
BMO Capital Markets
Lowell is a Managing Director on the Mergers & Acquisitions team at BMO Capital Markets. He is focused on origination and execution of middle market M&A transactions predominantly within the Industrials sector. Prior to joining BMO, Lowell spent ~10 years at Wells Fargo Securities where he initially worked in Leveraged Finance and subsequently the Middle Market Investment Banking Group (“MMIB”). Most recently, he was the Head of the Mid-Atlantic division within MMIB. Lowell has expertise in both sellside and buyside M&A as well as Debt Capital Markets, including pro rata bank debt, institutional term loans, and high yield bonds. Lowell holds a Bachelor of Science from Fordham University and an MBA from Georgetown University. He is a CFA Charter Holder.
CFO
Power Test, LLC
Jeffrey Eineichner is Chief Financial Officer at Power Test, Inc. Jeffrey joined Power Test in 1995. Over the course of his tenure, he has served in a variety of leadership roles including purchasing, operations management and accounting/finance until he moved to his position as CFO in 2013. His purpose is to be a living example of our company purpose of “We Make It Better - for our Customers, Employees and Community.
CEO
Pelvital
Lydia Zeller is CEO at Pelvital, a femtech company improving the lives of women suffering from pelvic floor disorders through effective, convenient, at-home products. Previously Lydia was CEO at Kiio, where she led the company through a pivot and period of rapid growth culminating in acquisition late 2021. She also serves as Board President of the Wisconsin Startup Coalition.