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Session A

Buy-Side Challenges in a Changing Environment

Presented By: Grossman Yanak & Ford LLP / MelCap Partners, LCC

The landscape for acquirers has shifted as the M&A ecosystem and global economy continues to evolve. Join a group of serial acquirers and M&A advisors for a quick-fire roundtable on what they’re seeing, how they’re adapting, and what those on the buy-side should prepare for throughout 2023.

Moderator:

Jeff Ford
Partner - A&A Services Group
Grossman Yanak & Ford LLP

Jeff has focused his career on providing accounting, auditing and consulting services to privately held companies and not-for-profit organizations. His experience includes furnishing compliance services such as audits; providing due diligence and investigation services related to business acquisitions; performing fraud investigations; developing and compiling projected and forecasted financial statements; and evaluating, selecting and implementing information systems for companies.

Panelists:

Buddy Flerl
Chairman
RDX/Navisite

Buddy is Executive Chairman of RDX, a leading cloud and data infrastructure managed services provider headquartered in Warrendale. RDX started almost 20 years ago as Contemporary Technologies, a Pittsburgh-based Oracle consultancy.  Since Buddy acquired the company in 2010, RDX has become one of the largest IT-services employers in the Pittsburgh region, grown to over 700+ clients worldwide, and generated over $200M in enterprise value.  RDX’s most recent recapitalization was led by Madison Dearborn Capital Partners. Buddy is a founder of 21Ventures, a $300M venture capital fund.  He lives in the North Hills with his wife and three children.

Matt Harnett
Partner
Tecum Capital

Matthew is a founding Partner of Tecum and serves on the firm’s Investment Committee. In this position, he is responsible for leading all aspects of transaction origination, analysis, structuring, underwriting, deal execution and monitoring of subject private equity and mezzanine debt investments.

Prior to co-founding Tecum, Matt served six years at the predecessor organization, F.N.B. Capital Corporation, LLC, where he was Vice President. Matt started his career at Ford Motor Company where he worked for four years. He completed the management program and became Zone Manager of Ford Division’s largest market in the Pittsburgh Region. Matt was responsible for annual franchisee revenues exceeding $300 million and was named Ford’s 2006 Zone Manager of the Year. He was recognized as one of the top-performing Zone Managers nationally for exceptional results in sales and market share growth, market representation actions and franchisee profitability.

James Marra
Director of Business Development
Blue Point Capital Partners

Jim joined the group in 1991. Before joining the group, Jim held various positions with Citicorp in the Leveraged Capital, Investment Banking and Venture Capital Groups. 

Jim earned a B.S. in Psychology from Pennsylvania State University and an M.B.A. from the University of Pittsburgh.

*Independent contractor on retainer with Blue Point

Al Melchiorre
President
MelCap Partners, LLC

Al Melchiorre is President and founder of MelCap Partners, a middle market investment banking firm that he founded over 23 years ago, Over the past few years, MelCap has been recognized as boutique investment banking firm of the year multiple times by The M&A Advisor. MelCap's clients are predominately privately-held, family owned businesses going through a once in a life-time transaction.

Evan Weinstein
Partner
Incline Equity Partners

Evan Weinstein, Partner, joined Incline October 2018. He is responsible for all aspects of investment management including sourcing and executing new investments as well as managing the portfolio.

Previously, Evan was a Principal at PAI Partners, a Pan-European private equity firm. Before joining PAI in 2016, Evan spent ten years at CI Capital Partners where he executed transactions across the distribution, business services, specialized manufacturing, and consumer products sectors. Evan began his career at Lehman Brothers working in its Investment Banking Division.

Evan holds a Bachelor of Science Degree in Business Administration with a concentration in Finance from Longwood University.

Evan serves as a director of ASP Global, Revival Animal Health, The Mad Rose Group, Edko, Road Tested Parts, Perfect Power Wash, Certified Collision Group, Industrial Air Flow Dynamics and NovaVision.

 

Conference Location

600 Commonwealth Place
Pittsburgh, PA 15222
Tel: (412) 391-4600