Mastering the Art of Sell-Side Success: Strategies, Stories, and Secrets

Joe Hellman leads the Transaction Advisory Services practice at Redpath and Company. He provides support to clients throughout the transaction life cycle, from evaluating opportunities pre-LOI to post-close net working capital true-ups and synergy assessments. Joe has experience assisting clients through buy-side and sell-side transactions, working capital negotiations and disputes, carve-outs, and preparing to sell across a variety of industries.

Mo has nearly two decades of finance, accounting, and M&A experience, including investment banking and Big Four public accounting experience. Prior to founding Vermillion Capital, Mo was a senior investment banker at Lazard. Mo began his career at PwC where he advised a number of public and private companies.

Throughout his investment banking career, Mo has advised on various types of M&A transactions, including sell-side, buy-side, leveraged buyouts, corporate divestitures, and strategic advisory assignments involving both public and privately held companies. Mo has significant M&A experience across a wide variety of sectors and, over the course of his career, has advised on a number of transactions with an aggregate value in excess of $2.5 billion. Representative transactions include Unilever’s divestiture of the Skippy Peanut Butter brand to Hormel, the sale of Hi-Pro Feeds to Nutreco, the sale of Friendly’s Ice Cream to Dean Foods, Land O’Lakes’ divestiture of Moark, the sale of Highline Mushrooms to Fyffes, Post Consumer Brands’ acquisition of American Blanching Co., the acquisition of The Wornick Company by Baxters, the sale of Golden Boy Foods to Post Consumer Brands, and the sale of Manitoba Harvest to the Compass Group.

Mo received an M.B.A. with Honors from the University of Chicago’s Booth School of Business and received a B.S. in Accounting from Case Western Reserve University.

David Sartorio focuses his practice on corporate transactions including mergers and acquisitions, control and non-control investments, joint ventures and strategic partnerships. David has experience advising companies ranging from private start-up and growth companies to large public companies across diverse industry sectors, including energy and renewable energy, agricultural technology, video gaming and life sciences, as well as private equity and venture capital firms. David also handles general corporate and start-up legal issues.

Beyond his legal practice, David has been a lecturer on "Life Cycle of an M&A Deal" at the University of North Carolina School of Law and a lecturing fellow on "Early-Stage Financing: The Emergence of Crowdfunding" at Duke University School of Law. 

From her humble beginnings and $700 cash, Sherri took her midwestern work ethic and turned her passion for creating extra-special things for the people around her into a business concept of PARTY. She started hand-crafting gifts for her friends and making all the party decorations for the special events in their lives. As business grew very fast, she needed to hire an engineer, and her husband, Scott, was the perfect fit (oh, the shoe pun irony)!

Sherri and Scott have successfully run Big Dot together for over 20 years. Knowing it was time to take it to the next level, they went searching for the perfect partners and found Altacrest Capital out of Texas. Altacrest Capital acquired Big Dot in September 2020 and has big growth plans, which includes making Big Dot of Happiness a household name. As Big Dot’s CEO, Sherri likes to be a game changer in her area of expertise: Party & E-commerce. Sherri is still having tons of fun and continues to disrupt the party industry (core value: work hard, play hard).

Two decades, 100+ employees, millions of parties, and many cute black shoes later, Sherri and the entire Big Dot Team, along with the Altacrest partners, run this remarkable party supply business that specializes in creating Goose Bump Moments … memories that last a lifetime! Big Dot of Happiness products are 100% unique and original with the majority crafted right in the great state of Wisconsin.