Events


Chicago | Blind Spots to Avoid in Buy-Side M&A Deals

Thursday, April 04, 2019
07:00 AM - 09:00 AM CST
Wintrust Bank
9700 W. Higgins Road, 3rd Floor
Rosemont, IL 60018

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Overview

Are you considering or planning a buy-side M&A transaction? If so, can you answer these questions:

  • How aware are you of the most common blind spots that prevent many M&A transactions from closing?
  • How do evaluate the “culture fit” of two organizations?
  • What steps should you be taking during the pre-closing phase of the transaction to minimize people challenges and dysfunctional behaviors?
  • When you are able to close a deal, what should you be doing to realize the full potential of the transaction?

To help you get 2019 off to a faster start, please join us for a panel discussion on being better prepared to close and benefit from buy-side M&A transactions. Our distinguished panel of guests will be sharing their practical, first-hand experience with buy-side M&A deals.

THANK YOU TO OUR SPONSOR!

Wintrust

panelists

Joe_Feldman

Joe Feldman
President
Joseph Feldman Associates

Joe Feldman, President, Joseph Feldman Associates, helps organizations grow through acquisitions, cross-border expansions, and strategic partnerships. Joe is a PDA member and his hands-on consulting approach enables companies to confidently consider, evaluate and realize their growth opportunities. He currently serves on three boards and has experience as a senior corporate development executive with Searle Pharmaceuticals, Monsanto Company, and NurtraSweet Company. A frequent speaker and author, Joe earned his MBA at Northwestern University and a BS degree in economics at the Wharton School of Business.

Jennifer_Fondrevay

Jennifer Fondrevay
Chief Humanity Officer
Day One Ready

Jennifer Fondrevay, Chief Humanity Officer, Day One Ready, an M&A consultancy that works with Fortune 500 companies, start-ups, private equity, and small businesses to keep their growth strategies on track. A contributor to Forbes and Harvard Business Review, Jennifer serves as an advisor to senior leadership and a liaison to middle managers. She ensures the human component of a company’s plan, such as culture, productivity, and retention remains a cornerstone of success during times of change. Having been on all sides of the M&A equation, Jennifer sheds light on navigating a rapidly changing work environment through her speaking engagements and book NOW WHAT? A Survivor’s Guide for Thriving Through Acquisition, to be published later this year. Jennifer received her MBA from Thunderbird School of Global Management and earned a BAS in political science and French from University of Illinois - Champaign Urbana.

Taylor_Wood

Taylor Wood
Vice President
Silver Oak Services Partners

Taylor Wood is a Vice President at Silver Oak Services Partners, an Evanston-based lower middle-market private equity firm focused exclusively on leading business, healthcare and consumer services companies. He is responsible for originating, evaluating and executing new investment opportunities and for working with portfolio company management teams on an ongoing basis. Taylor currently serves on the board of directors of Keystone Partners and North American Roofing. Prior to Silver Oak, he was an Associate at Trinity Hunt Partners, a Dallas-based private equity firm, where he focused on investments in the business services, healthcare services, industrials, and consumer products sectors. Taylor received an MBA with High Honors from the University of Chicago Booth School of Business and holds a BE degree in biomedical engineering from Vanderbilt University.

moderator

Lee_Eisenstaedt

Lee Eisenstaedt
Founder
Leading With Courage®️ Academy

Lee Eisenstaedt (Moderator), Founder, Leading With Courage®️ Academy, a Chicago-consultancy that designs and facilitates measurable leadership assessments, workshops, and coaching that help leaders and managers more clearly understand themselves and how others see them. The end in mind is building more engaged, higher-performing organizations by moving clients from leadership blind spots to actions that motivate and retain employees. Lee is a member of the PDA’s Education Committee and author of the Amazon best-seller Being A Leader With Courage, the second edition of which will be published this Spring, and co-author of Wallet Share. He has been the COO of two Top 50 CPA firms and a senior operations and finance executive with SC Johnson in the US and Europe. Lee received his MBA from Northwestern University and earned a BA in chemistry from Franklin & Marshall College.

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