12th Annual Capital Markets and M&A Update

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 sellers and buyers are looking for in a deal and the latest update on key deal doc. 3 Sessions, 3.5 CPE Credits available.

AGENDA
7:30 – 8:00 am        Hot Breakfast | Networking | Registration
8:00 – 9:15 am        Session 1 | Dealmakers Panel | 1 CPE Credits
9:15 – 9:30 am        Break
9:30 – 10:30 am      Session 2 | Deal Story | 1 CPE Credit
10:30 – 10:45 am    Break
10:45 – 12:00 pm    Session 3 | Capital Markets and M&A Update | 1.5 CPE Credits


Session 1 | Dealmakers Panel | 1 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.

Session 2 | Deal Story | 1 CPE Credit
Orange Tree Employment Screening is a technology-enabled employment background screening firm based in Minneapolis, MN. Orange Tree leverages its proprietary technology platform to provide easy-to-use and fast background checks for new hires of middle-market businesses. Tonka Bay led the management buyout of Orange Tree from its individual ownership group in 2021. During the following years, the company completed 3 add-on acquisitions and built out a deep leadership team around the CEO including a CFO, COO and Chief Technology Officer, enabling rapid growth in revenue and EBITDA. In 2024 Tonka Bay sold Orange Tree to Accurate Background, the largest privately held global provider of background checks in the United States.

Session 3 | 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.