Deal Preparedness

Beth serves as the Chief Marketing Officer at Louis Plung & Company (LPC), a CPA firm that’s been serving clients in Pittsburgh for over 100 years. She joined the firm in October 2021 to develop marketing strategy, firm branding, strategic growth planning, staff development and pipeline management.

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Thomas Bakaitus, Jr. is a CPA, MST and is a partner with Louis Plung & Company. Tom has over 30 years of Tax and M&A experience, where he uses his expertise for tax-based transactional planning & analysis. His contributions in the financial due diligence process are on both the sell-side & buy-side. In the acquisition process, Tom also plays a key role in entity structuring.

Annie is currently a Managing Director at CIBC Bank USA focused on middle market commercial lending and banking. As a relationship manager, Annie provides senior debt and related banking services to middle market companies (directly and via private equity investments). Companies (prospects and clients) generate $20 million to $2 billion in annual revenue and require senior debt in the $10 million to $125 million range. Annie firmly believes understanding the operations, management team, and culture of a business are paramount when developing an appropriate financing package and long-term banking relationship.

Prior to this position, Annie was a corporate lender for TriState Capital Bank. She also worked for The Bank of New York Mellon Corporation, PNC Bank and was a mathematics teacher and coach at Woodward Academy in Atlanta, GA.

Annie serves on the board of The Neighborhood Academy, Foxwall EMS, and the Pittsburgh Chapter of INFORMS.