Mergers & Acquisitions: How to Prepare for a Transaction, and Status of Current Environment

  • May 17, 2023 3:00 PM - 6:00 PM
  • La Doña Cervecería

    241 Fremont Avenue North
    Minneapolis, Minnesota 55405
Ticket Price $35.00-$85.00 This event is now over
Description

Register Now for the May 17 CFMA Twin Cities Program -
 "Mergers & Acquisitions: How to Prepare for a Transaction, and Status of Current Environment” 
[In-Person Event]
Wednesday, May 17, 2023

La Doña Cervecería, Minneapolis
3:00 pm-6:00 pm

Join us for a panel discussion about mergers and acquisitions, with a focus on the construction industry. This program will be in person, with a happy hour to follow!


Topics to include:

  • State of the Market
  • Develop Acquisition Strategy
  • Sell-side Preparedness
  • Succession Planning

Please register by Wednesday, May 10, 2023. 

 

Featured Panelists:

Joe Hellman, CPA, partner, leads the Advisory Services practice at Redpath and Company. He provides support to clients throughout the transaction life cycle, from evaluating opportunities pre-LOI to post-close net working capital true-ups and synergy assessments on both buy-side and sell-side transactions, with a primary focus in quality of earnings. Joe has led hundreds of buy-side and sell-side transactions across a variety of industries, including manufacturing, healthcare, construction, consumer products, distribution, financial services, technology, and energy. He has provided public accounting services since 2008 and joined Redpath and Company in 2020.
 

Brett Larson is a shareholder and leads the Minneapolis Division of full-service law firm Messerli Kramer. He represents both buyers and sellers in preparing for and executing on merger and acquisition transactions and related tax deferral planning for sellers. Brett has led hundreds of buy-side and sell-side transactions across a variety of industries, including manufacturing, distribution, commercial construction and development, commercial/industrial paving and underground utilities, consumer products, healthcare, financial services, software and technology., Shareholder leads the Minneapolis Division of full-service law firm Messerli Kramer. He represents both buyers and sellers in preparing for and executing on merger and acquisition transactions and related tax deferral planning for sellers. Brett has led hundreds of buy-side and sell-side transactions across a variety of industries, including manufacturing, distribution, commercial construction and development, commercial/industrial paving and underground utilities, consumer products, healthcare, financial services, software and technology.

 

Colin Johnson is a Managing Director with Wipfli with over 15 years of investment banking and consulting experience. He has advised on more than $1B of transactions across the manufacturing and distribution, contractor and residential services, product engineering and design, software as a service (SaaS), health care and market research industries. Colin focuses on advising private middle market companies and their shareholders on mergers and acquisitions, valuation, transition, and strategic planning matters. 

 

Date & Time

Wed, May 17, 2023 3:00 PM - 6:00 PM

Venue Details

La Doña Cervecería

241 Fremont Avenue North
Minneapolis, Minnesota 55405 La Doña Cervecería
CFMA TC

The Twin Cities Chapter of the CFMA is a vibrant chapter with more than 200 members and serves the construction community throughout the state of Minnesota. We have monthly meetings, social events, an annual golf tournament and jobsite tours. Our events are open to members and non-members alike. If you are interested in finding out more about us, please come to one of our events as a guest to check us out! There are currently no local chapter dues, so become a member today and reap both the benefits from national membership as well as those from local membership.