Join us for Flaster Greenberg's highly anticipated Fifth Annual M&A Conference, proudly sponsored by M&T Bank!
Our half-day conference will feature three dynamic sessions, plus ample opportunities to network with business owners/executives and M&A professionals. It’s the perfect setting to make valuable connections that could benefit your next deal.
The conference will begin with breakfast and extended morning networking, followed by a session on the latest trends in M&A and two other informative sessions (CLE & CPE credits available). Attendees will have additional time to connect with peers between sessions.
Conference Highlights:
- Breakfast & Networking: 8:00 a.m. - 8:45 a.m.
- Conference Sessions: 8:45 a.m. - 12:15 p.m.
- Luncheon ($25): 12:15 p.m. - 1:30 p.m.
(100% of proceeds will go to the Food Bank of Southern New Jersey) - CLE & CPE credits available
Date: Wednesday, January 29, 2025
Time: 8:00 a.m. - 1:30 p.m.
Location: DoubleTree by Hilton, 2349 Marlton Pike West, Cherry Hill, NJ 08002
**Registration is free, but there’s a nominal fee of $25 for those attending the luncheon. All lunch proceeds will go to the Food Bank of Southern New Jersey.**
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Agenda
Welcome | 8:45 a.m.
Introductory Remarks by Tami Bogutz Steinberg, Chair, Business & Corporate Department, Flaster Greenberg PC and Bill Cornelius, Senior Vice President, M&T Bank | Middle Market Lending Group
Session I | 9:00 – 10:00 a.m.
What’s Trending in M&A?
During this session, moderated by Joseph Hayes, Flaster Greenberg Shareholder, our panelists will discuss current trends in the market and future forecasting, including current deal terms, timing, multiples, escrows, and more.
Speakers
- Hannah Forstner, Vice President, Fairmount Partners
- Ashton Phillips, Director, Financial Sponsors Group, M&T Bank Corporation
- Susan Rosner, Managing Partner, Calder Associates
Session II | 10:00 – 11:00 a.m.
Other Forms of Consideration
Moderated by Lauren Schwimmer, Flaster Greenberg Shareholder, this session will cover topics such as roll-over equity, pre-deal equity, options/warrants, earnouts, and more.
Speakers
- Andrew Bishop, CFA, CEPA, Director, Bernstein Private Wealth Management
- Lee Boss, CPA, MBA, Managing Director, Mercadien
- Alan Zuckerman, Shareholder, Flaster Greenberg PC
Remarks | 11:00 a.m.
Steven Poulathas, Co-Managing Shareholder, Flaster Greenberg PC
Session III | 11:15 a.m. – 12:15 p.m.
Raising Capital in Advance of a Sale
Moderated by Mariel Giletto, Flaster Greenberg Shareholder, this session will discuss effective strategies for raising capital to prepare a company for a future sale or other exit strategy.
Speakers
- Patrick Mooney, CEO, Linnaeus Therapeutics, Inc.
- Doc Parghi, Managing Partner, SRI Capital
- Michael Roth, Managing Partner, V&R Advisory & Capital
Luncheon Immediately Following
SPONSORED IN CONJUNCTION WITH: 
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Sponsored By
