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Cleveland In-Person Event | Creating Value Through M&A – What A Director Needs to Know
The Union Club | Grand Ballroom
1211 Euclid Ave
Cleveland, Ohio 44115
USA
Tuesday, December 06, 2022, 5:30 PM - 7:00 PM EST
Category: Cleveland

Creating Value Through M&A – What A Director Needs to Know

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$30  Registration Fee

Founders, please enter promo code FounderGuest when registering your guest.

Overview

A business acquisition can be a better and faster route to growth and value creation. Successful M&A, however, brings new risks and requires skills that may be new to many leadership teams. Our distinguished panel will discuss how Boards should think about M&A as a growth engine and how to build an M&A process that is a repeatable disciplined skill set for consistent value creation:  

Creating Value Through M&A – What A Director Needs To Know

A business acquisition can be a better and faster route to growing a business and creating value. Successful M&A, however, brings new risks and requires skills that may be new to many leadership teams. 

At the next Cleveland PDA program, our distinguished panel will discuss how a Board should think about M&A as a growth engine and how to build an M&A process that is a repeatable disciplined skill set for consistent value creation:

    • M&A Growth Objectives: defining what will M&A achieve for the business -- industry consolidation; product line extension; new territory, new technology, etc? 

    • M&A Process: what are the key elements of a disciplined M&A process: target selection criteria, valuation modeling, diligence, financing, etc? 

    • Target Assessment: What are the key assumptions that support financial projections, synergies and pricing and the key risks from competition, market shifts, customer loss and regulation? 

    •  Integration: How to capture value through successful business integration: leadership, capabilities, planning.    

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Thank you to our National Sponsors!
 

Thank you to our Chapter Sponsors!

   
   

 

Panelists

              Rob McCreary
Founder and Chairman
CW Industrial Partners

Rob McCreary has over 30 years of M&A experience in private equity, investment banking and law. Rob is the founder and Chairman of CW Industrial Partners (formerly Capital Works) a private equity firm now in its 22nd year and on its fifth fund. CW Industrial Partners is a family-backed private equity firm focused on investing in lower-middle market businesses in materials handing/automation, building products, plastic and other polymers, electrical components and other engineered products. Prior to CW, Rob co-founded and was President of investment banking form Carleton, McCreary and Holmes and was Senior VP and Head of the Mergers & Acquisitions Group at investment banking firm Prescott, Ball & Turben.  Prior to that Rob was a partner at law firm Calfee, Halter, and Griswold. Rob is a graduate of Case Western Reserve Law School and Amherst College.

            

James Adams
Chairman and CEO
Revolution Trucking

James Adams is the founder, co-owner, Chairman and CEO of Revolution Trucking, a premier logistics and transportation provider   offering a complete portfolio of freight solutions.  James has spent over 30 years in the supply-chain, logistics, and transportation industries. He started his career optimizing product development supply-chains at 3M and then joined Price Waterhouse Coopers Consulting, where he used sales and marketing innovations to grow product pipelines, drive efficiency and expand global market share. More recently, James was EVP of Sales and Operations at Panther Expedited and COO at Choice Logistics, Inc. James has led or participated in numerous acquisitions while at PWC and more recently with Panther where he acquired 3 companies to become a full-service logistics provider, including a trucking company, a freight forwarder, and a technology company growing revenues to nearly $300 million and resulting in Panther becoming a public company. James earned an M.B.A. from The University of Chicago and a B.S. in Mechanical Science and Engineering (Honors) from the University of Illinois at Urbana-Champaign.

             Beth Haas
Partner
Cyprium Partners

Beth Haas is a partner at private equity firm Cyprium Partners where she is responsible for sourcing, evaluating and structuring investments on behalf of the firm as well as on-going portfolio company management. For over twenty years, Cyprium has focused on making non-control investments, primarily in family-owned businesses. Cyprium provides debt and equity securities to middle-market business owners and management teams in support of a variety of corporate and shareholder objectives including growth capital, acquisition financing, debt refinancing, dividends/distributions, ESOP financing, and management buy-outs. Beth has broad industry experience including food and beverage, packaging, distribution, industrial and building products. She currently serves as on the board of directors for five companies and two non-profits. Prior to joining Cyprium, Beth worked as an investment banker at KeyBanc Capital Markets and Carleton, McCreary, Holmes & Co. She graduated cum laude from Dartmouth College with a BA in government and received her MBA from The Wharton School of the University of Pennsylvania. 

Moderator

           Jim LeMay
Cleveland PDA Programming Co-Chair

Jim LeMay is Cleveland PDA programming Co-Chair and was, for over 20 years, Senior Vice President, Corporate Development, and General Counsel of OMNOVA Solutions, a $760 million global manufacturer of specialty materials serving the coatings, adhesives, plastics, building & construction, and other commercial and industrial markets. For over 20 years Jim advised the Omnova board on corporate strategy, acquisitions, intellectual property, governance, regulatory, risk management, and other matters. Jim has led numerous acquisitions, divestitures, joint ventures, and strategic alliances on a global basis and across multiple industry segments. Jim’s community involvement includes serving as an entrepreneurial mentor for Jumpstart’s Burton D. Morgan and Core Cities Impact Programs and for Business Advisors of Cleveland; and serving as a member of the Investment Committee for Friends of Breakthrough Schools and Hawken School. 

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