WEBINAR: M&A Due Diligence: What to Expect, How to Plan, and How Due Diligence Impacts Purchase Price
Gettry Marcus CPA, P.C. presented
M&A Due Diligence: What to Expect, How to Plan, and How Due Diligence Impacts Purchase Price
Thursday, June 16, 2022 | 12:00 p.m. – 1:00 p.m.
Join Gettry Marcus CPA, P.C. for a webinar in our continuing M&A Series focusing on M&A Due Diligence. Lee Ferber, partner-in-charge of the firm’s Business Advisory and M&A Transaction Advisory Service Groups, will guide the discussion on what to expect, how to plan, and best practices to maximize purchase price.
Moderator
Lee Ferber, CPA, is partner-in-charge of Gettry Marcus’ Business Advisory and M&A Transaction Advisory Service Groups and Co-Chairs the firm’s Health Care Consulting Group. He has been a Partner with Gettry Marcus CPA, P.C. since1999. As partner-in-charge of the firm’s M&A Transaction Advisory Service Group, he works collaboratively with business owners and their management teams, advising in all phases of the sale of their business, from early stage planning through final transaction execution.
Panelists
Chris Avery is a Managing Director of Investment Banking at Maxim Group, LLC. He has over 20 years of investment banking experience and has advised clients on over 50 middle market M&A transactions and financings in a broad range of sectors. He has spent the majority of his career focused on the technology sector but is active across a wide range of industries. Prior to joining Maxim, Mr. Avery led the Technology & Internet of Things (IoT) advisory effort at Triangle Capital LLC, a boutique M&A Advisory firm in New York.
Traci M. Tomaselli, Esq is a Partner at Lowenstein Sandler. Traci focuses her practice primarily on the representation of companies involved in strategic acquisition and divestitures. She typically handles transactions involving highly complex capital structures, and her experience in this area allows her to anticipate and address potential issues in transactions before they unfold. Traci has worked on a number of transactions involving the representation of financial sponsors in connection with acquisitions and dispositions of their portfolio companies.
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