Chicago Breakfast | Selected Topics in Sell-Side M&A

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Thursday, September 13, 2018
07:30 AM - 09:30 AM CST
Rolling Green Country Club
2525 E Rand Road
Arlington Heights, IL 60004



One of the primary methods of exiting a business is the sale of company to an unrelated third-party buyer.  The sale process can be daunting without an understanding of the mechanics, logistics, and strategy considerations.  Come learn from seasoned M&A professionals about certain key aspects of selling a privately held company, with an emphasis on the role of the seller’s board of directors.



Jonathan Brand
Vice President of Corporate Legal Affairs
Transworld Systems Inc. (TSI)

Jonathan Brand is Vice President of Corporate Legal Affairs for Transworld Systems Inc. (TSI), a portfolio company of Clearlake Capital and Platinum Equity. TSI is a financial services company providing technology-based business process outsourcing, account receivable management solutions, and student loan servicing to improve the financial lives of businesses, institutions, and consumers.  Jonathan joined TSI in 2015 and is the go-to transactional lawyer for TSI and its subsidiaries.  He advises senior executives and business leaders on a full range of legal issues, including M&A transactions, complex litigation, compliance related matters, commercial and government contracting, real estate, data security, intellectual property, and labor and employment matters.  Prior to TSI, Jonathan was an insolvency lawyer and represented clients in commercial restructuring, bankruptcy, and complex litigation.  Jonathan also served as a staff law clerk for the Bankruptcy Court for the Northern District of Illinois and law clerk to the Honorable John S. Dalis (ret.) of the Bankruptcy Court for the Southern District of Georgia.  Jonathan is licensed to practice law in Illinois and Florida.


Karen Harris
Saul Ewing Arnstein & Lehr LLP

Karen Harris, a partner at Saul Ewing Arnstein & Lehr LLP, focuses her practice on transactional and regulatory health care law on behalf of all types of health care providers and entities, including hospital systems, physicians, IPAs, ambulatory surgical centers and other health care professionals, managed care companies, pharmaceutical companies, and HMOs. She has experience in drafting physician employment agreements, asset and stock purchase agreements, management services agreements and other contracts, as well as advising clients on healthcare regulatory issues, such as corporate practice of medicine, Medicare and Medicaid fraud and abuse, Stark, HIPAA, fee-splitting, antitrust, certificate of need, national practitioner data bank and patient rights, health care compliance programs, and reproductive law. She is also experienced in states' medical marijuana laws and has assisted clients in obtaining licensure, as well as advising on compliance issues. Karen previously served as regional general counsel at Aetna U.S. Healthcare, Inc.


Larry Sanderman
Vice President
Buy Side Services with Sun Acquisitions, LLC

Larry Sanderman, a seasoned M&A professional, is Vice President of Buy Side Services with Sun Acquisitions, LLC.  He has experience across a breadth of industries including financial services, industrials, services, specialty chemicals and technology.  Prior to Sun Acquisitions, Larry held Executive Corporate Development positions at both Cabot Microelectronics and GE Capital.  His closed transactions have totaled $1.7 billion of acquisitions and $750 million of divestitures.  Larry’s 18 years of deal expertise span across the full cycle of M&A including strategy, deal sourcing, due diligence, management presentations, contract negotiations and integration.  Prior to his Corporate Development roles, Larry devoted over ten years to a variety of financial roles.  Larry began his career in public accounting at Coopers & Lybrand.  After public accounting, Larry worked at both Household International and GE Capital in accounting and finance positions and executed over $2 billion in asset securitizations.  Larry earned a Bachelor’s degree in Accountancy from the University of Illinois and an MBA from the University of Chicago.



Jonathan Friedland
Sugar Felsenthal Grais & Helsinger LLP

Jonathan Friedland, a partner with Sugar Felsenthal Grais & Helsinger LLP, provides legal counsel to privately owned businesses and to their boards of directors and owners. He has represented clients in hundreds of M&A deals and other specific transactions, though what he relishes most is the continuing and holistic relationships he has with clients in advising on their day-to-day operations and lives. Jonathan also has extensive experience in guiding companies and their constituents through a variety of challenging situations, including in bankruptcy, and is principal author of two leading treatises on the subject. Jonathan is a graduate of the University of Pennsylvania Law School and the State University of New York (where he graduated with honors after three years). After law school and before joining SFGH, Jonathan clerked for a federal judge, was a partner with Kirkland & Ellis, and taught in the MBA program as an adjunct professor of strategic management at the University of Chicago Booth School of Business. In addition to practicing law, Jonathan is the founder and chairman of DailyDAC, LLC, d/b/a Financial Poise,™ an online provider of continuing education and business intelligence for business owners and high net worth individuals.