Dealmakers Roundtable: A Discussion on Driving Company Value
Presented By: Metz Lewis Brodman Must O'Keefe LLC
What really makes a company tick—and more importantly, what makes it worth more? Join a group of regional executives and investors as they dissect the art (and science) of creating serious company value. From scaling strategies that turn small wins into big exits to the nuanced dance of acquisitions and sales, our panelists will pull back the curtain on what drives growth in today’s deal-driven market. Expect bold insights, hard-earned lessons, and maybe even a little friendly sparring as business leaders and private equity pros go head-to-head, moderated by a sharp legal mind who knows how to keep the conversation flowing.
Moderator:
Founding Member
Metz Lewis Brodman Must O'Keefe LLC
John Lewis is a founder of his law firm, dedicates his focus to assisting clients in building their business value, including M&A, succession planning and corporate governance. John's passion comes from his childhood involvement in his father's trucking business, including being thrust into running the business and selling it when his father suddenly died when John was 29.
Panelists:
President
Metz Lewis Brodman Must O’Keefe LLC
Christopher Brodman is a founding member of Metz Lewis. He is the President of the Firm, a member of the Firm’s Executive Committee and a member of the Corporate Group. His diverse client base values him as a dedicated, practical, and experienced business advisor and general counsel.
He has a wealth of business experience which allows him to help clients identify and achieve strategic business and legal objectives. Chris also has vast experience representing clients in business transactions, with an emphasis on mergers and acquisitions.
Partner
3 Rivers Capital LLC
Rob co-founded 3 Rivers Capital, a lower middle market private equity firm, in 2005. Prior to 3RC, Rob had 12 years of experience in operational finance and process analysis. After graduating from Columbia Business School, Rob continued his career at Ford Motor Company, joining their newly-designed manufacturing finance training program. While at Ford, Rob held numerous positions including line foreman at the Dearborn Stamping Plant, finance manager for the company’s North American Stamping Best Practices Team, and finance manager for the small vehicle transmission program.
Managing Partner
Continuim Equity Partners
George Pilafas is the co-founder and Managing Partner of Continuim Equity Partners. George has spent his entire career investing in and advising industrial businesses. Previously, George was a Vice President at PNC Mezzanine Capital and was an investment banker at Stephens in New York. As a Pittsburgh native, George is focused on investing in the Region and building world class businesses.
CEO
Level Agency
As the CEO of Level Agency, Patrick Patterson has led the performance marketing agency to success with annual revenue growth of 30% or more and a 4X increase in profit margin. Prior to joining Level, Patterson managed a budget of over $30 million on the client side and implemented lean methodology at a technology startup. Under Patterson's leadership, Level Agency aims to be the go-to agency for clients seeking measurable results through platform excellence, compelling creative, client partnership, and continuous innovation.