11th Annual FEI-Twin Cities Capital Markets and M&A Update

Overview

The PDA Minnesota Chapter is co-sponsoring this event with FEI – Twin Cities. Please join us for this popular professional development session to stay current on the capital markets and M&A markets. Topics will include updates on the debt and equity capital markets, challenges and opportunities in the M&A market, how and where deals are sourced, financing options and what sellers and buyers are looking for in deals. 3 Sessions, 3.5 CPE Credit available.

Schedule

Registration

$00 Member Registration Fee
$40 Non-Member Registration Fee

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Thank you to our National Sponsors!

Thank you to our Chapter Sponsors!

GOLD SPONSORS

SILVER SPONSORS

Session 1 | Capital Markets and M&A Update

Join us for this first session, where panelists will share an overview of the debt and equity markets. What is the historical, current, and future state of these markets? Another panelist will give us an overview of the M&A marketplace. This includes accounting and tax updates, valuations, deal flow, industry trends, availability of capital, and any trends in the due diligence process.

Speakers

• Kurt Sunderman, Bank of America - Capital Markets Update 
• Wil Becker, Chartwell Financial Advisory - M&A Markets Update 

Moderator

• Joe Housman, Vice President I Business Development, Brown & Brown

Session 2 Deal Story

Panelists

• Shane Slominski, Partner, Tonka Bay Equity Partners
• Zach Huston, Director, Tonka Bay Equity Partners
• Jim Griffith, CEO of Corporate Technologies
• Al Lampe, Board Member of Corporate Technologies

Tonka Bay partnered with CEO Jim Griffith to purchase Corporate Technologies in July 2023.

Corporate Technologies is a leading IT managed services provider, offering a full suite of IT solutions tailored to small businesses. These offerings include helpdesk support, cybersecurity, and cloud solutions. Corporate Technologies has five locations across the United States, including its headquarters in Eden Prairie.

Moderator

• Jay Trumbower, CEO, Barton, Walter & Krier CPAs & Business Advisors

Session 3 Dealmakers Panel

Back by popular demand is our Dealmakers Panel. Hear about the current local deal environment from a wide variety of perspectives, including family offices, a traditional private equity firm, and an investment banker. They will share what their firms are seeing and how they differentiate themselves in such a competitive

M&A marketplace. Topics will include challenges and opportunities in the M&A market, how and where deals are sourced, financing options and what sellers and buyers are looking for in a deal and the latest update on key deal documents.

Panelists

• Sima Griffith, Managing Principal, Aethlon Capital
• Joel Grebenick, Partner, Northern Lakes Capital, L.P.
• Paul Moffatt, Vice President, Encore One L.L.C.
• Ty Schlobohm, Mayfair Capital Partners

Moderator

• Jay Trumbower, CEO, Barton, Walter & Krier CPAs & Business Advisors

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