BEGIN:VCALENDAR VERSION:2.0 PRODID:-//jEvents 2.0 for Joomla//EN CALSCALE:GREGORIAN METHOD:PUBLISH BEGIN:VTIMEZONE TZID:America/New_York X-LIC-LOCATION:America/New_York BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:19700308T020000 RRULE:FREQ=YEARLY;BYMONTH=3;BYDAY=2SU END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:19701101T020000 RRULE:FREQ=YEARLY;BYMONTH=11;BYDAY=1SU END:STANDARD END:VTIMEZONE BEGIN:VEVENT UID:7a44398453739beae3c87f9d79a3ae4d482 CATEGORIES:Cleveland SUMMARY:Cleveland In-Person Event | Creating Value Through M&A – What A Director Needs to Know LOCATION:The Union Club | Grand Ballroom\, 1211 Euclid Ave\, Cleveland, Ohio 44115\, USA DESCRIPTION:
$30 Registration Fee
Founders, please enter promo code FounderGuest wh en registering your guest.
A business acqu isition can be a better and faster route to growth and value creation. Succ essful M&A, however, brings new risks and requires skills that may be n ew to many leadership teams. Our distinguished panel will discuss how Board s should think about M&A as a growth engine and how to build an M&A process that is a repeatable disciplined skill set for consistent value cr eation:
Creating Value Through M&A – What A Director Ne eds To Know
A business acquisition can be a better and faste r route to growing a business and creating value. Successful M&A, howev er, brings new risks and requires skills that may be new to many leadership teams.
At the next Cleveland PDA program, our distinguished panel w ill discuss how a Board should think about M&A as a growth engine and h ow to build an M&A process that is a repeatable disciplined skill set f or consistent value creation:
• M&A Growth Objectives : defining what will M&A achieve for the business -- industry consolidation; product line extension; new territory, new technology, etc?
• M&A Process: what are the key elements of a disciplined M&A process: target selection criteria, valuation modeli ng, diligence, financing, etc?
• Target Assessment: What are the key assumptions that support financial projections, syner gies and pricing and the key risks from competition, market shifts, custome r loss and regulation?
• Integration: How to c apture value through successful business integration: leadership, capabilit ies, planning.
Thank you
to our National Sponsors!
Rob McCreary Founder and Chairman CW Industrial Partners < /strong> |
Rob McCreary has over 30 years of M&am p;A experience in private equity, investment banking and law. Rob is the fo under and Chairman of CW Industrial Partners (formerly Capital Works) a pri vate equity firm now in its 22nd year and on its fifth fund. CW Industrial Partners is a family-backed private equity firm focused on inves ting in lower-middle market businesses in materials handing/automation, bui lding products, plastic and other polymers, electrical components and other engineered products. Prior to CW, Rob co-founded and was President of inve stment banking form Carleton, McCreary and Holmes and was Senior VP and Hea d of the Mergers & Acquisitions Group at investment banking firm Presco tt, Ball & Turben. Prior to that Rob was a partner at law firm Calfee, Halter, and Griswold. Rob is a graduate of Case Western Reserve Law School and Amherst College.
James Adams |
James Adams is the founder, co-owner, Chairman and CEO of Rev olution Trucking, a premier logistics and transportation provider offerin g a complete portfolio of freight solutions. James has spent over 30 years in the supply-chain, logistics, and transportation industries. He started his career optimizing product development supply-chains at 3M and then join ed Price Waterhouse Coopers Consulting, where he used sales and marketing i nnovations to grow product pipelines, drive efficiency and expand global ma rket share. More recently, James was EVP of Sales and Operations at Panther Expedited and COO at Choice Logistics, Inc. James has led or participated in numerous acquisitions while at PWC and more recently with Panther where he acquired 3 companies to become a full-service logistics provider, includ ing a trucking company, a freight forwarder, and a technology company growi ng revenues to nearly $300 million and resulting in Panther becoming a publ ic company. James earned an M.B.A. from The University of Chicago and a B.S . in Mechanical Science and Engineering (Honors) from the University of Ill inois at Urbana-Champaign.
Beth Haas PartnerCyprium Partners |
Jim LeMay Clevel and PDA Programming Co-Chair |
Jim LeMay is Cleveland PDA programming Co-Ch air and was, for over 20 years, Senior Vice President, Corporate Developmen t, and General Counsel of OMNOVA Solutions, a $760 million global manufactu rer of specialty materials serving the coatings, adhesives, plastics, build ing & construction, and other commercial and industrial markets. For ov er 20 years Jim advised the Omnova board on corporate strategy, acquisition s, intellectual property, governance, regulatory, risk management, and othe r matters. Jim has led numerous acquisitions, divestitures, joint ventures, and strategic alliances on a global basis and across multiple industry seg ments. Jim’s community involvement includes serving as an entrepreneurial m entor for Jumpstart’s Burton D. Morgan and Core Cities Impact Programs and for Business Advisors of Cleveland; and serving as a member of the Investme nt Committee for Friends of Breakthrough Schools and Hawken School.