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Summary
The prospect of “higher-for-longer” has forced strategic and financial buyers to adjust their approach to M&A and capital markets engagement. With mega-deals among large public buyers dominating the last six months, attention is now turned to private equity and the middle market, who may be poised for a rebound. After nearly two years of declining activity and dry powder at record highs, is private capital ready to get back into M&A?
Join our expert deal practitioners for a discussion on:
- Transaction volumes and trends data
- Putting capital to work
- Valuation vs return considerations
- M&A alternatives and liability management
Speaker
Liz Crego
PwC US
Deals Clients & Markets Leader
Liz is a seasoned Deals Advisor with over 17 years of experience in the field of financial reporting and complex accounting.
She specializes in the areas of capital markets, accounting and financial reporting associated with executing and facilitating complex transactions, including divestitures, capital raising activities and M&A. Her experience spans across industries including Private Equity, Industrial Products, Technology, Pharmaceutical, Financial Services and Retail & Consumer.
Chaim Lubin
Lincoln International
Managing Director
Chaim facilitates mergers and acquisitions (M&A) in the electronics, energy, power and infrastructure industries.
Chaim facilitates mergers and acquisitions (M&A) in the electronics, energy, power and infrastructure industries. Chaim’s experience includes transactions and advisory services for private equity, Fortune 500 and private company clients, both cross-border and domestically.
Chaim has a robust understanding of the business dynamics in the electronics industry, as well as the rapidly growing solar market, and a keen sense of what makes companies attractive. He works with clients to best position them to prospective partners, including providing thoughtful preparation of marketing and presentation materials, articulation of key value drivers and negotiations through successful close.
Prior to joining Lincoln, Chaim worked in public accounting for Feeley and Driscoll, P.C.
Chaim earned a Master of Business Administration from the Kellogg School of Management at Northwestern University and a Master of Engineering Management from the McCormick School of Engineering and Applied Science at Northwestern University. He also holds a Bachelor of Science (with Honors) from Boston University. Chaim is a licensed certified public accountant.
S&P Global Market Intelligence
Joe Mantone
S&P Global Market Intelligence
Financial Institutions News Desk Editor, Americas
Joe Mantone is the News Desk Manager for the U.S. financial institutions group at S&P Global Market Intelligence and the author of a quarterly white paper on M&A and equity capital markets activity. He also hosts the new podcast The Pipeline: M&A and IPO Insights.
Joe joined the U.S. FIG team in 2008 and covered investment banks for more than 10 years before moving into his current role. Joe has been working as a business journalist for nearly 20 years and previously worked for The Wall Street Journal and the Crain Communications magazine, Modern Healthcare. Joe is based in New York.
He holds a master’s degree in journalism from Roosevelt University and a bachelor’s degree in journalism from Arizona State University.
Joseph Radecki
KPMG Corporate Finance
Managing Director, Corporate Finance
Joseph is a Managing Director and Head of the firm's TMT Investment Banking Practice.
Joseph is a Managing Director and Head of the firm's TMT Investment Banking Practice. He leads the firm’s team in the Communication Systems and Technologies sector, the focus for which includes data and voice network software and hardware, and HyperConnectivity (IoT, Industrial Internet, and Digital Infrastructure.) Over his nearly thirty years of investment banking and strategic advisory experience, Joseph has worked as a trusted advisor with his clients in closing more than 150 transactions including merger, acquisition, divestiture, equity and debt capital formation, public offering, recapitalization, international/cross-border and strategic advisory assignments. He has worked with clients ranging from emerging innovators to large, multinational industry leaders.
Prior to joining KPMG, Joseph was a Partner at St. Charles Capital (acquired by KPMG), where he led the firm’s Communication Systems and Technologies team. Previously, he served as Managing Director within the Global Investment Banking group at RBC Capital Markets where he built that firm’s Communication Technologies practice and held, over time, leadership positions including Global Head of Communication Technologies, Head of Semiconductors, and Global Head of Hardware Technologies.
Moderator
S&P Global Market Intelligence
Joe Toomey
S&P Global Market Intelligence
Associate Director, Market Development
Joe is an Associate Director within the Desktop Product & Market Development team with a focus on the Corporates and Professional Services segment.
Joe is an Associate Director within the Desktop Product & Market Development team with a focus on the Corporates and Professional Services segment. He has been with S&P Global since 2012 working in various roles within the organization, including Client Support, CMBS analysis for S&P Global Ratings, and a Commercial rep for several different customer segments. He now oversees Product and Market Development for the Corporates and Professional Services workflows with a focus on the S&P Capital IQ Desktop.
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