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Session E

M&A Metamorphosis—Exploring the Ever-Changing Landscape of Deals

Presented By: Blank Rome LLP / Citizens Bank

Staying on top of the seismic shifts that occur in the global economy and M&A deal landscape can be a full-time job. Skip the economics lesson and join this session as a savvy CEO, private equity expert, investment banker, and M&A deal lawyer break down the most important current market trends and share insight on how to best prepare your company for any type of transaction.

Moderator:

Louis Rappaport
Partner, Co-Chair, Corporate, M&A and Securities Practice Group
Blank Rome LLP

Louis is Co-Chair, Corporate, M&A and Securities Practice at Blank Rome LLP. He concentrates his practice on business and corporate matters, with specific emphasis on mergers and acquisitions for middle-market companies in a wide range of industries. He has over 20 years of experience advising on hundreds of strategic and private equity M&A transactions.

Panelists:

Keith Lipman
Managing Director, Giga-Scale LLC
Co-Founder & Former CEO, Prosperoware

Keith Lipman is the CEO and co-Founder of his second B2B SaaS start-up. Keith successfully co-founded, grew (from 2 to 150+ employees) and exited his first company, Prosperoware. He is also an investor and provides scale consulting to software companies.

Keith is a recognized thought leader in the legal services industry. Keith was recognized as an ILTA Lifetime Achievement Award finalist and ILTA Vendor Thought Leader of the Year finalist while Prosperoware also was named a finalist for Innovative Solution Provider of the Year.

Prior to Prosperoware, Keith worked in law firms as both a lawyer and an administrative director, later serving as a legal technology consultant to firms. He has authored multiple articles for Bloomberg, InsideCounsel, LTN, ILTA Peer to Peer, and others, and was a contributing author of the books Corporate Governance Best Practices: Strategies for Public, Private, and Not-for-Profit Organizations, and Law Firm KM: Driving Practice Innovation and Redefining Service Delivery.

Mr. Lipman earned his BA, JD, and MBA from Temple University.

 

John O'Hare
Managing Partner
Mereo Capital Partners

John O'Hare is a co-founder and Managing Partner of Mereo Capital, a private equity firm which makes operationally-focused investments in lower middle market companies. Mereo invests in family/founder-owned companies and corporate carve-outs in the business services, defense/government, healthcare and manufacturing sectors. Prior to Mereo, John was a senior professional at Tortola Advisors, where he provided operational turnaround services to middle-market companies, and was Co-Portfolio Manager of Saybrook Corporate Opportunity Funds, a special situations investment firm.

Brad Winer
MD, M&A Advisory
Citizens Capital Markets & Advisory

Conference Location

1201 Market Street, (guest entrance at 1200 Filbert Street)
Philadelphia, Pennsylvania 19107
Tel: (215) 625-2900