Mergers & Acquisitions Investing Summit 2013

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About The Conference

After a relatively lackluster 2012, M&A activity is poised for a comeback and iGlobal Forum is pleased to present our Mergers & Acquisitions Investing Summit 2013, to be held on February 13th, 2013 in New York City.  Global market conditions are ripe for M&A—cash continues to accumulate on corporate balance sheets, valuations are more reasonable, and private equity firms are looking at a backlog of exits.  The one-day Summit will provide a panoramic overview of the global M&A landscape along with a glimpse into what’s on the horizon for 2013 and beyond.  It will most importantly provide the perfect platform needed by corporate and private equity investors, hedge funds, investment bankers, lenders and asset managers to meet face-to-face and get deals done.

Key Topics Covered

  • Assessing M&A Opportunities Across the Globe in 2013
  • Deal Flow: Sizes, Sectors and Strategies
  • Show Me the Money: Financing Deals in Today’s M&A Marketplace
  • Private Equity Preferences—Where’s the Smart Money Going?
  • Executing Successful IP and IT Strategies in Connection with M&A
  • Merger/Risk Arbitrage, Distressed Deals & Other Sophisticated Strategies
  • Key Deal-Making Trends: Lessons from the Healthcare Industry
  • Joint Ventures, Turnarounds, and Other M&A Alternatives
  • Dealbreakers That Can Derail Your Deal: What to Watch Out For
  • Plus pre-conference workshop: Strategies for Post-Merger Integration

Network With Leading

  • Institutional Investors
  • Private Equity Investors
  • Corporate M&A Professionals
  • Investment Bankers & Lenders
  • Hedge Funds & Asset Managers
  • Financial Advisors & Attorneys
8:00 am - REGISTRATION AND NETWORKING BREAKFAST
8:45 am - CHAIRPERSON WELCOME AND OPENING REMARKS
9:00 am - ASSESSING M&A OPPORTUNITIES ACROSS THE GLOBE IN 2013
  • Understanding the market drivers of mergers and acquisitions in 2013 and beyond
  • Current market conditions for capital raising and funding along with projections for the coming year
  • How is business confidence in global economic conditions—or lack thereof—affecting M&A activity?
  • Fiscal cliff fallout: changes in spending & tax policies and their likely impact on M&A
  • Mega-mergers, hostile takeovers, leveraged buyouts and other noteworthy deals: what’s on the radar?
  • Cross-border transactions: where in the world are the most compelling M&A opportunities?
Robert Duffy

Robert Duffy

Vice President, Global Business Development

GENERAL ELECTRIC

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Marshall Sonenshine

Marshall Sonenshine

Chairman & Managing Partner

SONENSHINE PARTNERS

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Andrew W. Rice

Andrew W. Rice

Senior Vice President, International Business

THE JORDAN COMPANY

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Valerie Demont

Moderator:

Valerie Demont

Partner

PEPPER HAMILTON LLP

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9:45 am - DEAL FLOW: SIZE, SECTORS AND STRATEGIES
  • Looking at recent M&A market trends and transactions: are deals flowing or slowing?
  • Who are the key players in today’s M&A marketplace, what kind of deals are they doing, and where?
  • Breakdown of M&A activity by strategic/corporate players vs. financial buyers including private equity and hedge funds
  • Update on top M&A sectors: consumer, technology, media, telecommunications, mining and energy
  • Unique challenges of M&A in utilities, healthcare, financial, and other regulated industries
  • Is deal size still trending downward? Is the era of mega-mergers and big LBOs over for the foreseeable future?
Jim Cohen

Jim Cohen

Executive Vice President, Mergers & Acquisitions

CONSOLIDATED GRAPHICS, INC.

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Howard D. Morgan

Howard D. Morgan

Co-President

CASTLE HARLAN, INC.

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Henry Gosebruch

Henry Gosebruch

Managing Director, Mergers & Acquisitions

J.P. MORGAN

View More

Richard S. Green

Moderator:

Richard S. Green

Partner

THOMPSON & KNIGHT

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10:30 am - MORNING NETWORKING BREAK
11:00 am - SHOW ME THE MONEY: FINANCING DEALS IN TODAY’S M&A MARKETPLACE
  • How does the capital stack up in terms of cash, equity, and debt financing? How are leverage ratios trending?
  • Tapping the public and alternative capital markets to raise equity, mezzanine, and debt for your deal
  • Appealing directly to pensions and other institutional investors to finance specific deals
  • When all else fails: using earnouts, seller notes, subordinated financing, and minority equity positions
  • Optimizing your capital structure and terms while balancing timing and certainty of execution
Bradley J. Charchut

Bradley J. Charchut

Executive Vice President

SANKATY ADVISORS, LLC

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John E. Marron

John E. Marron

Managing Director, Structured Finance Group

FIFTH THIRD BANK

View More

Anthony Grillo

Anthony Grillo

Managing Director

AMERICAN SECURITIES

View More

Spyro G. Alexopoulos

Moderator:

Spyro G. Alexopoulos

Managing Director

GOLUB CAPITAL

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11:45 am - EXECUTING SUCCESSFUL IP AND IT STRATEGIES IN CONNECTION WITH M&A
  • Third party concerns
  • Transition services
  • Due diligence issues
  • Integration and separation issues
  • Representations and warranties
Daniel P. McCurdy

Daniel P. McCurdy

CEO

ALLIED SECURITY TRUST

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Joseph Cipolla

Joseph Cipolla

Department of Information Systems

VIRGINIA COMMONWEALTH UNIVERSITY

View More

Scott Kareff

Scott Kareff

Special Counsel

SCHULTE ROTH & ZABEL LLP

View More

Mike Pokorski

Mike Pokorski

Director

PWC

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Robert R. Kiesel

Moderator:

Robert R. Kiesel

Partner and Chair, Intellectual Property, Sourcing & Technology Group

SCHULTE ROTH & ZABEL LLP

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12:30 pm - NETWORKING LUNCHEON
1:30 pm - MERGER/RISK ARBITRAGE, DISTRESSED DEALS & OTHER SOPHISTICATED STRATEGIES
  • Merger/risk arbitrage strategies: taking a position on mergers, spinoffs, hostile takeovers and leveraged buyouts
  • Distressed strategies: Debtor-in-Possession (DIP) lending, shareholder activism, trading distressed corporate debt
  • Distressed to Control, Loan to Own, Section 363 bankruptcies, and other special situations
  • Mining the detritus of the European financial crisis for lucrative M&A deals
  • What is the risk-adjusted return on these strategies?
Jason Dahl

Jason Dahl

Portfolio Manager

FIRST EAGLE INVESTMENT MANAGEMENT

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Roy D. Behren

Roy D. Behren

Managing Member and Portfolio Manager

WESTCHESTER CAPITAL MANAGEMENT, LLC

View More

Drew Figdor

Drew Figdor

General Partner & Portfolio Manager

TIEDEMANN INVESTMENT GROUP

View More

Dr. Keith M. Moore

Moderator:

Dr. Keith M. Moore

Managing Director/Event Driven Research

MKM PARTNERS

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2:15 pm - KEY DEAL-MAKING TRENDS: LESSONS FROM THE HEALTHCARE INDUSTRY
  • Outlook and opportunities for M&A in the healthcare space: who’s doing what?
  • Evaluating corporate strategic growth options—develop, outsource, merge or acquire?
  • Creating the right strategic partnership initiatives as a prelude to potential M&A
  • Insights from private equity and other financial buyers on healthcare deal-making
  • Financing remedies: what’s the best prescription for healthcare M&A lending?
Drew Turitz

Drew Turitz

Managing Director, M&A, Emerging Business

AETNA, INC.

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Christopher D. McFadden

Christopher D. McFadden

Managing Partner, Spectrum Fund

HEALTH EVOLUTION PARTNERS

View More

Dr. Christopher W. Kersey

Dr. Christopher W. Kersey

Managing Member

CAMDEN PARTNERS

View More

Lee S. Feldman

Moderator:

Lee S. Feldman

Partner, Private Equity

CHOATE HALL & STEWART LLP

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3:00 pm - AFTERNOON NETWORKING BREAK
3:20 pm - JOINT VENTURES, TURNAROUNDS, AND OTHER M&A ALTERNATIVES
  • Considering other structural options before taking the M&A plunge
  • Returning value to shareholders with alternative uses for excess cash: repurchase, dividend and debt reduction
  • Growth alternatives to M&A: organic growth, joint ventures, strategic partnerships, licensing, franchising, collaboration
  • M&A alternatives in turnaround situations: operational and financial restructuring, recapitalizations, reorganizations
  • Distinguishing between opportunities that are appropriate for partnering or joint ventures vs. M&A
Ross Gatlin

Ross Gatlin

CEO & Managing Partner

PROPHET EQUITY

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Marie D. Quintero-Johnson

Marie D. Quintero-Johnson

Vice President & Director, Mergers & Acquisitions

THE COCA-COLA COMPANY

View More

4:00 pm - DEALBREAKERS THAT CAN DERAIL YOUR DEAL: WHAT TO WATCH OUT FOR
  • What’s delaying deals or causing them to be abandoned in the current market environment?
  • Dealbreakers: disagreement on valuation, inability to secure financing and/or unfavorable leverage conditions
  • Impact of regulatory issues including tax policies, SEC rules, antitrust and financial reform legislation
  • Economic, political, legal, financial and other risks that can dismantle your deal
  • Keeping deals alive…or knowing when to walk away
Gregg Feinstein

Gregg Feinstein

Managing Director and Co-Head of the M&A Group

HOULIHAN LOKEY

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Robert M. Maltbie, Jr.

Robert M. Maltbie, Jr.

Managing Director & Founder

SINGULAR RESEARCH

View More

Jim Rosener

Moderator:

Jim Rosener

Partner

PEPPER HAMILTON LLP

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4:30 pm - COCKTAIL RECEPTION & NETWORKING

Speakers

Daniel P. McCurdy

Daniel P. McCurdy

CEO

ALLIED SECURITY TRUST

In August 2008, Mr. McCurdy was named CEO of Allied Security Trust, a leading provider of defensive patent

View More

Robert Duffy

Robert Duffy

Vice President, Global Business Development

GENERAL ELECTRIC

Robert Duffy is Vice President for Global Business at General Electric. In this role, he is responsible for

View More

Jason Dahl

Jason Dahl

Portfolio Manager

FIRST EAGLE INVESTMENT MANAGEMENT

Jason is a portfolio manager for the First Eagle Arbitrage strategy with Jonathan Spitzer. Jason joined First

View More

Joseph Cipolla

Joseph Cipolla

Department of Information Systems

VIRGINIA COMMONWEALTH UNIVERSITY

Mr. Cipolla serves as an independent private equity advisor with a focus in information technology.  He

View More

Peter Tague

Peter Tague

Vice Chairman and Co-Head, Global Mergers & Acquisitions

CITI

Peter Tague is a Vice Chairman Global Co-Head in our Global Mergers & Acquisitions Department where he acts in a

View More

Robert R. Kiesel

Robert R. Kiesel

Partner and Chair, Intellectual Property, Sourcing & Technology Group

SCHULTE ROTH & ZABEL LLP

Robert R. Kiesel, a partner in New York, chairs the Intellectual Property, Sourcing & Technology Group and is also

View More

Scott Kareff

Scott Kareff

Special Counsel

SCHULTE ROTH & ZABEL LLP

Scott M. Kareff is a special counsel in the New York office. His transactional experience includes intellectual

View More

Valerie Demont

Valerie Demont

Partner

PEPPER HAMILTON LLP

Valérie Demont is a partner in the Corporate and Securities Practice Group of Pepper Hamilton LLP, resident in

View More

Christopher D. McFadden

Christopher D. McFadden

Managing Partner, Spectrum Fund

HEALTH EVOLUTION PARTNERS

Christopher McFadden is a Managing Partner with Health Evolution Partners and a member of the Firm’s Executive

View More

Lee S. Feldman

Lee S. Feldman

Partner, Private Equity

CHOATE HALL & STEWART LLP

Lee Feldman, is a partner in the firm’s Private Equity Group, handles transactions for private equity  and

View More

Marshall Sonenshine

Marshall Sonenshine

Chairman & Managing Partner

SONENSHINE PARTNERS

Marshall Sonenshine is Chairman and Managing Partner of New York investment banking firm Sonenshine Partners and

View More

Jim Rosener

Jim Rosener

Partner

PEPPER HAMILTON LLP

James D. Rosener is a partner in the Commercial Department of Pepper Hamilton LLP. Mr. Rosener heads the firm's

View More

Andrew W. Rice

Andrew W. Rice

Senior Vice President, International Business

THE JORDAN COMPANY

Andrew Rice is Senior Vice President of International Business at The Jordan Company (“TJC”), a leading global

View More

Spyro G. Alexopoulos

Spyro G. Alexopoulos

Managing Director

GOLUB CAPITAL

Spyro G. Alexopoulos is a managing director at Golub Capital. Mr. Alexopoulos originates, executes and monitors

View More

Ross Gatlin

Ross Gatlin

CEO & Managing Partner

PROPHET EQUITY

As CEO & Managing Partner of Prophet Equity, Mr. Gatlin is focused on Holistic Value Creation - identifying,

View More

Mike Pokorski

Mike Pokorski

Director

PWC

Mike is a Director in PwC’s Advisory Services practice with approximately 15 years of IT and Operations

View More

Jim Cohen

Jim Cohen

Executive Vice President, Mergers & Acquisitions

CONSOLIDATED GRAPHICS, INC.

Jim has served as Executive Vice President of Mergers & Acquisitions of Consolidated Graphics (a $1 billion+

View More

Howard D. Morgan

Howard D. Morgan

Co-President

CASTLE HARLAN, INC.

Howard Morgan joined Castle Harlan in 1996 and has been active in mid-market private equity for over 25 years. 

View More

Dr. Keith M. Moore

Dr. Keith M. Moore

Managing Director/Event Driven Research

MKM PARTNERS

Keith M. Moore heads up MKM Partners’ Event-Driven group. Prior to joining MKM Partners in December 2009, Keith

View More

Bradley J. Charchut

Bradley J. Charchut

Executive Vice President

SANKATY ADVISORS, LLC

Mr. Charchut is an Executive Vice President and leads the middle market sponsor coverage and new business

View More

Robert M. Maltbie, Jr.

Robert M. Maltbie, Jr.

Managing Director & Founder

SINGULAR RESEARCH

Robert Maltbie is the Founder and Managing Director of Singular Research, the nation's premier

View More

Richard S. Green

Richard S. Green

Partner

THOMPSON & KNIGHT

Dick Green is a Partner in Thompson & Knight's New York office. He focuses his practice on corporate and

View More

John E. Marron

John E. Marron

Managing Director, Structured Finance Group

FIFTH THIRD BANK

John Marron serves as a Managing Director for Fifth Third Bank in its Structured Finance Division, joining in

View More

Henry Gosebruch

Henry Gosebruch

Managing Director, Mergers & Acquisitions

J.P. MORGAN

Mr. Gosebruch is a Managing Director in J.P. Morgan’s Mergers & Acquisition Group.  Mr. Gosebruch has

View More

Marie D. Quintero-Johnson

Marie D. Quintero-Johnson

Vice President & Director, Mergers & Acquisitions

THE COCA-COLA COMPANY

Marie D. Quintero-Johnson is Vice President and Director, Mergers & Acquisitions, Insights & Corporate Real Estate

View More

Gregg Feinstein

Gregg Feinstein

Managing Director and Co-Head of the M&A Group

HOULIHAN LOKEY

Mr. Feinstein is a Managing Director in Houlihan Lokey’s New York office and Co-Head of the firm’s
M&A Group.


View More

Drew Turitz

Drew Turitz

Managing Director, M&A, Emerging Business

AETNA, INC.

Drew Turitz leads Acquisitions and Partnerships for Aetna’s Emerging Businesses (EB). EB is a group within Aetna

View More

Roy D. Behren

Roy D. Behren

Managing Member and Portfolio Manager

WESTCHESTER CAPITAL MANAGEMENT, LLC

Roy D. Behren, born 1960, came to WCM in 1994 from the U.S. Securities and Exchange Commission and became a

View More

Drew Figdor

Drew Figdor

General Partner & Portfolio Manager

TIEDEMANN INVESTMENT GROUP

Drew Figdor joined TIG in 1986 as a Senior Arbitrage Analyst and was appointed General Partner in 1990.  He

View More

Dr. Christopher W. Kersey

Dr. Christopher W. Kersey

Managing Member

CAMDEN PARTNERS

Christopher W. Kersey serves as a Managing Member of Camden Partners of Baltimore, Maryland, where he focuses on

View More

Anthony Grillo

Anthony Grillo

Managing Director

AMERICAN SECURITIES

View More

Sponsors

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  • Please note that speakers and topics were confirmed at the time of publishing, however, circumstances beyond the control of the organizers may necessitate substitutions, alterations or cancellations of the speakers and/or topics. As such, iGlobal Forum reserves the right to alter or modify the advertised speakers and/or topics if necessary. Any substitutions or alterations will be updated on our web page as soon as possible.

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  • All discounts must require payment at time of registration and before the cut-off date in order to receive any discount.
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Park Lane Hotel Park Lane Hotel

Park Lane Hotel

36 Central Park S

New York, NY

 

(212) 371-4000

http://www.parklanenewyork.com

 

iGlobal Forum is pleased to be hosting the Summit at the luxury Park Lane Hotel in New York. Located on Central Park in the Midtown business district, the Helmsley Park Lane hotel is just steps from Fifth Avenue shopping, Broadway theaters, Museum Mile, Radio City Hall, and Lincoln Center.

 

Daniel P. McCurdy

Daniel P. McCurdy

CEO

ALLIED SECURITY TRUST

In August 2008, Mr. McCurdy was named CEO of Allied Security Trust, a leading provider of defensive patent acquisition

View More

Robert Duffy

Robert Duffy

Vice President, Global Business Development

GENERAL ELECTRIC

Robert Duffy is Vice President for Global Business at General Electric. In this role, he is responsible for

View More

Jason Dahl

Jason Dahl

Portfolio Manager

FIRST EAGLE INVESTMENT MANAGEMENT

Jason is a portfolio manager for the First Eagle Arbitrage strategy with Jonathan Spitzer. Jason joined First Eagle

View More

Joseph Cipolla

Joseph Cipolla

Department of Information Systems

VIRGINIA COMMONWEALTH UNIVERSITY

Mr. Cipolla serves as an independent private equity advisor with a focus in information technology.  He contributes to

View More

Peter Tague

Peter Tague

Vice Chairman and Co-Head, Global Mergers & Acquisitions

CITI

Peter Tague is a Vice Chairman Global Co-Head in our Global Mergers & Acquisitions Department where he acts in a

View More

Robert R. Kiesel

Robert R. Kiesel

Partner and Chair, Intellectual Property, Sourcing & Technology Group

SCHULTE ROTH & ZABEL LLP

Robert R. Kiesel, a partner in New York, chairs the Intellectual Property, Sourcing & Technology Group and is also a

View More

Scott Kareff

Scott Kareff

Special Counsel

SCHULTE ROTH & ZABEL LLP

Scott M. Kareff is a special counsel in the New York office. His transactional experience includes intellectual

View More

Valerie Demont

Valerie Demont

Partner

PEPPER HAMILTON LLP

Valérie Demont is a partner in the Corporate and Securities Practice Group of Pepper Hamilton LLP, resident in the New

View More

Christopher D. McFadden

Christopher D. McFadden

Managing Partner, Spectrum Fund

HEALTH EVOLUTION PARTNERS

Christopher McFadden is a Managing Partner with Health Evolution Partners and a member of the Firm’s Executive

View More

Lee S. Feldman

Lee S. Feldman

Partner, Private Equity

CHOATE HALL & STEWART LLP

Lee Feldman, is a partner in the firm’s Private Equity Group, handles transactions for private equity  and venture

View More

Marshall Sonenshine

Marshall Sonenshine

Chairman & Managing Partner

SONENSHINE PARTNERS

Marshall Sonenshine is Chairman and Managing Partner of New York investment banking firm Sonenshine Partners and

View More

Jim Rosener

Jim Rosener

Partner

PEPPER HAMILTON LLP

James D. Rosener is a partner in the Commercial Department of Pepper Hamilton LLP. Mr. Rosener heads the firm's

View More

Andrew W. Rice

Andrew W. Rice

Senior Vice President, International Business

THE JORDAN COMPANY

Andrew Rice is Senior Vice President of International Business at The Jordan Company (“TJC”), a leading global

View More

Spyro G. Alexopoulos

Spyro G. Alexopoulos

Managing Director

GOLUB CAPITAL

Spyro G. Alexopoulos is a managing director at Golub Capital. Mr. Alexopoulos originates, executes and monitors

View More

Ross Gatlin

Ross Gatlin

CEO & Managing Partner

PROPHET EQUITY

As CEO & Managing Partner of Prophet Equity, Mr. Gatlin is focused on Holistic Value Creation - identifying, making,

View More

Mike Pokorski

Mike Pokorski

Director

PWC

Mike is a Director in PwC’s Advisory Services practice with approximately 15 years of IT and Operations consulting

View More

Jim Cohen

Jim Cohen

Executive Vice President, Mergers & Acquisitions

CONSOLIDATED GRAPHICS, INC.

Jim has served as Executive Vice President of Mergers & Acquisitions of Consolidated Graphics (a $1 billion+ leader in

View More

Howard D. Morgan

Howard D. Morgan

Co-President

CASTLE HARLAN, INC.

Howard Morgan joined Castle Harlan in 1996 and has been active in mid-market private equity for over 25 years.  He has

View More

Dr. Keith M. Moore

Dr. Keith M. Moore

Managing Director/Event Driven Research

MKM PARTNERS

Keith M. Moore heads up MKM Partners’ Event-Driven group. Prior to joining MKM Partners in December 2009, Keith

View More

Bradley J. Charchut

Bradley J. Charchut

Executive Vice President

SANKATY ADVISORS, LLC

Mr. Charchut is an Executive Vice President and leads the middle market sponsor coverage and new business origination

View More

Robert M. Maltbie, Jr.

Robert M. Maltbie, Jr.

Managing Director & Founder

SINGULAR RESEARCH

Robert Maltbie is the Founder and Managing Director of Singular Research, the nation's premier

View More

Richard S. Green

Richard S. Green

Partner

THOMPSON & KNIGHT

Dick Green is a Partner in Thompson & Knight's New York office. He focuses his practice on corporate and securities

View More

John E. Marron

John E. Marron

Managing Director, Structured Finance Group

FIFTH THIRD BANK

John Marron serves as a Managing Director for Fifth Third Bank in its Structured Finance Division, joining in 2010. He

View More

Henry Gosebruch

Henry Gosebruch

Managing Director, Mergers & Acquisitions

J.P. MORGAN

Mr. Gosebruch is a Managing Director in J.P. Morgan’s Mergers & Acquisition Group.  Mr. Gosebruch has transaction

View More

Marie D. Quintero-Johnson

Marie D. Quintero-Johnson

Vice President & Director, Mergers & Acquisitions

THE COCA-COLA COMPANY

Marie D. Quintero-Johnson is Vice President and Director, Mergers & Acquisitions, Insights & Corporate Real Estate for

View More

Gregg Feinstein

Gregg Feinstein

Managing Director and Co-Head of the M&A Group

HOULIHAN LOKEY

Mr. Feinstein is a Managing Director in Houlihan Lokey’s New York office and Co-Head of the firm’s
M&A Group. He is


View More

Drew Turitz

Drew Turitz

Managing Director, M&A, Emerging Business

AETNA, INC.

Drew Turitz leads Acquisitions and Partnerships for Aetna’s Emerging Businesses (EB). EB is a group within Aetna

View More

Roy D. Behren

Roy D. Behren

Managing Member and Portfolio Manager

WESTCHESTER CAPITAL MANAGEMENT, LLC

Roy D. Behren, born 1960, came to WCM in 1994 from the U.S. Securities and Exchange Commission and became a Managing

View More

Drew Figdor

Drew Figdor

General Partner & Portfolio Manager

TIEDEMANN INVESTMENT GROUP

Drew Figdor joined TIG in 1986 as a Senior Arbitrage Analyst and was appointed General Partner in 1990.  He became the

View More

Dr. Christopher W. Kersey

Dr. Christopher W. Kersey

Managing Member

CAMDEN PARTNERS

Christopher W. Kersey serves as a Managing Member of Camden Partners of Baltimore, Maryland, where he focuses on

View More

Anthony Grillo

Anthony Grillo

Managing Director

AMERICAN SECURITIES

View More

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