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With Brian Mizoguchi (BofA Merrill Lynch), Jeanette Jordan (Withum), Paul Ellis (Ellis Law), Don More (MD, Lincoln Int'l).
Wed, Dec 06, 2023 @ 11:30 AM   FREE   Online

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When selling a company, it is easy to focus on the most visible stages of the process - identifying a buyer, negotiating a price, diligence, & documenting & closing the deal. Yet, some of the most important factors in ensuring a successful sale occur long before the company is actually in play.

Our 2023 edition of this panel will feature an investment banker, an accountant with an active M&A advisory practice, a wealth manager & a corporate/M&A lawyer. They will explore many of the critical elements in long-range M&A planning, including the following:

Recognizing & concentrating on the metrics that purchasers in the relevant industry will use to value the company
Staying abreast of developments in the industry, activities of competitors, other acquisition activity & similar market information, in order to identify trends & to be able to recognize when the climate is right for a sale
Long-term legal arrangements to prepare for a transaction, including avoiding problematic contractual provisions & establishing proper ownership & protection of intellectual property
Maintaining orderly commercial, financial & legal records to increase the attractiveness of the company, expedite the sale process & prevent surprises during diligence that can reduce the purchase price
Engaging in timely wealth management planning for founders
Bring your questions for the panelists, or send them in advance - time has been set aside.

RSVP on Zoom here.

11:30 - 12:00 - Virtual Networking
12:00 - 1:00 - Panel Discussion & Q&A
1:00 - 1:30 - Virtual Networking


Paul Ellis, Managing Partner, Ellis Law Group

As Managing Partner of the 12-lawyer Ellis Law Group, Paul counsels on issues including formation, early-stage financing (friends & family, angel & VC), joint venture & strategic partnering relationships, employment, equity plans, mergers & acquisitions, and, together with his colleagues, protection & licensing of intellectual property. His experience spans multiple industries including software, digital media, e-commerce, healthcare, fintech & blockchain & cryptocurrency. He has represented companies ranging from startups to multinationals, as well as funds, family offices & individual investors. Clients choose Paul to negotiate complex business matters & provide sophisticated, strategic legal advice for establishing, financing, operating & exiting highly successful, & often rapidly-growing, companies.

Jeanette Jordan, CPA, CM&AA, Withum

With over 26 years in the public accounting realm, Jeanette Jordan brings extensive expertise to the transaction advisory field, with 15 years focused on due diligence. Specializing in guiding clients through strategic & financial buyer transactions, she has successfully led projects with valuations ranging up to $900M, particularly excelling in the $30M to $80M range. As a licensed CPA in New Jersey, New York, & Pennsylvania, & a Certified Mergers & Acquisitions Advisor, she contributes actively to professional bodies like AICPA, NJCPA, ACG, & AM&AA. In addition to her industry involvement, she serves as President of XPX New Jersey & Tri-State XPX Board Member, demonstrating her commitment to community engagement through volunteer work with the New Jersey Special Olympics & various educational foundations. Her diverse experience spans sectors like hospitality, manufacturing, private equity, technology, & consumer products, & her services encompass transaction advisory, due diligence, & management consulting.

Brian Mizoguchi, CEPA, CPFA, CSRIC,Bank of America Merrill Lynch

Brian Mizoguchi is a Senior Financial Advisor & Portfolio Manager at Bank of America Merrill Lynch. He runs a New York-based wealth management team specializing in advising the owners & executives of privately held businesses, with a focus on technology, healthcare, & life sciences companies. A Certified Exit Planning Advisor, Brian helps clients prepare for & execute M&A transactions through comprehensive financial planning. Brian is a leader in sustainable & impact investing, serving as the chairman of the Impact Capital Forum & as a program mentor for Wharton's Turner Impact Portfolio Challenge. He holds a degree in Economics from Hamilton College.

Don More, Managing Director, Lincoln International

Don More is a Managing Director at Lincoln International, a global investment bank, & advises clients in the Cybersecurity & Risk/GRC sectors, where he has consummated 70+ M&A & financing transactions, on behalf of the most accomplished entrepreneurs & investors. Don has more than 20 years of banking & sector expertise.
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