Demystifying The Factors Impacting Your M&A Transaction
Presented By: RSM US LLP / HUB International
As the deal market continues to be hot, transactions like capital raises, company sales, acquisitions, and liquidity events continue to occur at a rapid pace. But it’s become clear that two years of COVID has led to significant change. Join a panel of C-Suite executive and M&A advisors as they explore what’s driving the evolution of deal preparation and deal terms.
Moderator:
Vice President, Employee Benefits
HUB International Mid-South
Katherine brings over 15 years of insurance experience in a variety of roles that include business development, strategic direction, due diligence, and compliance. Katherine’s experience reaches across a broad range of industries including healthcare, fintech, and manufacturing.
Panelists:
Executive in Residence
Sopris Capital
Bill Horne has more than 20 years of C-Suite experience across many companies, and industries focusing on fintech, transaction processing, SaaS, and software development and services. Bill has been associated with Sopris Capital since 2004 and currently is an Executive in Residence. Bill serves as a director on multiple boards.
CEO
Upperline Health
David Thorpe is the CEO of Upperline Health which he co-founded in 2016. Prior to Upperline, David was one of the first employees of Aspire Health helping open and run markets throughout the country. Before that he worked in the administration of Governor Bill Haslam guiding operational efficiency and cost cutting initiatives. He is a graduate of Princeton University.