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Detroit Chapter In-Person Event | Middle Market M&A Update
Skyline Club
2000 Town Center
Southfield, MI 48075
Wednesday, December 01, 2021, 7:30 AM - 9:00 AM EST
Category: Detroit

04:30 AM - 06:00 AM (Pacific)
05:30 AM - 07:00 AM (Mountain)
06:30 AM - 08:00 AM (Central)
07:30 AM - 09:00 AM (Eastern)

Registration

Please note that this is an in-person only event. Registration is required. 

$30 Member Registration
$45 Non-Member Registration 

Register

Overview

Post-COVID recovery is driving M&A to record highs. Please join the Private Directors Association for a panel discussion on the current and future trends in M&A, the impact it is having on advisors, companies, and investors and what 2022 may look like.

Thank you to our National and Gold Chapter Sponsors!

Panelists

           

Claire Shaw
Executive Director
JPMorgan Chase


Claire Shaw is a Middle Market Relationship Executive within the Southeast Michigan Commercial Bank for JPMorgan Chase Bank. She is focused on relationship management and generating new client relationships. Her areas of emphasis include: credit, treasury, international banking solutions, private wealth, and other banking products/services. Claire's goal is to provide consultative dialogue that results in the introduction of new ideas to clients and prospective clients for their banking needs.  

           

Josh Schulze
Managing Partner
Green Light Growth Partners

 


Josh has over 20 years of professional experience focused on principal investing, M&A advisory, financial analysis, operations, corporate development and strategic planning within the automotive industry.

Prior to founding Green Light Growth Partners, Josh was a Senior Managing Director at Ernst & Young Capital Advisors, LLC where he led the firm’s US Automotive & Transportation Investment Banking practice and was the Automotive & Transportation Sector Leader for the Transaction Advisory Services practice across the Americas. 

Prior to joining Ernst & Young Capital Advisors, LLC, Josh worked for Platinum Equity with a focus on transaction execution and operational turnarounds of automotive portfolio companies throughout the Americas, Europe and Asia. Josh’s experience also includes M&A advisory and principal investing at Macquarie Capital (USA) Inc., corporate development and strategy within Eaton Corporation’s automotive division and product engineering and sales at Faurecia North America. 

Josh received his BS in Mechanical Engineering from Kettering University (formerly GMI Engineering & Management Institute) and his MBA from Harvard Business School.

           

Jeremy Falendysz
Consulting Principal – Corporate Finance
UHY


Jeremy has 15 years of investment banking experience, having completed over 60 corporate finance transactions, representing in excess of 60 billion in total transaction value.

Engagements he has worked on include sell side and buy side M&A transactions for private/public enterprises and private equity funds, corporate separations, equity/equity related capital raises (incl IPO and follow on issuances), as well as debt capital raises.

His clients represent a cross section of industries, including automotive/transportation, consumer products, distribution, energy, food beverage, healthcare and industrial products.

Prior to spending the past 5 years serving middle market clients, Jeremy spent 10 years working on Wall Street, including as a Vice President in Morgan Stanley’s investment banking division, as well as holding investment banking positions within UBS’s M&A group and Deutsche Bank’s energy group.

Moderator

           

Andrew Bernhard
Marketing and Business Development Director
UHY LLP

 

Andrew Bernhard is a strategic business leader with nearly 20 years of consulting experience. Mr. Bernhard has led global sales and consulting practices servicing the middle market, OEM and Tier-1 automotive clients. He has worked with clients across the globe, including China, Germany, Korea, Japan, Mexico, Sweden and the U.S. Mr. Bernhard held multiple leadership roles in consulting, corporate strategy and sales.  

Register