Registration for this event is now closed.
If you have any questions please contact Brad Pappas [email protected]
Join FEI Twin Cities and PDA Minnesota Chapter for this popular professional development session to stay current on capital markets and M&A. Topics will include challenges and opportunities in the M&A market, how and where deals are sourced, financing options and what seller and buyers are looking for in a deal and the latest update on key deal doc. 3 Sessions, 4 CPE Credits available.
AGENDA
7:30 – 8:00 am Hot Breakfast, Networking and Registration
8:00 – 9:15 am M&A and Capital Markets Update
9:15 – 9:30 am Break
9:30 – 10:30 am True Story (CEO and Team/Recent Deal)
10:30 – 10:45 am Break
10:45 – Noon Dealmakers Panel
Session 1 | Capital Markets and M&A Update | 1.5 CPE Credits
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.
Moderator: Joe Housman, Vice President I Business Development, Brown & Brown
Capital Markets Update Speaker: Kurt Sunderman, Bank of America
M&A Markets Update Speaker: Wil Becker, Chartwell Financial Advisory
Session 2 | Deal Story | 1 CPE Credit
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
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
Session 3 | Dealmakers Panel | 1.5 CPE Credits
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.
Moderator: Jay Trumbower, CEO, Barton, Walter & Krier CPAs & Business Advisors
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
If you'd like to register a guest, please email [email protected]