PANEL DISCUSSION - DEALS FROM BUYERS' PERSPECTIVES
During this discussion, you will learn what equity values and avoids in a potential acquisition. Hear strategic buyers perspective on jewels and traps around the integration process. Learn more about how independent buyers are impacted by raising interest rates and how COVID has impacted value and how buyers factor in the recovery in their valuation.
In this session, we will gain insight from buyers on how they evaluate and target companies.:
- What has changed or will change on the Buy side
- What are attractive Industries for Investments
- What makes businesses attractive and risky
Meet the Presenter:
Learn from leading expert Josh Curtis.
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EXIT PLANNING IS GOOD BUSINESS STRATEGY
The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.
Meet Josh Curtis:
Josh Curtis thrives in navigating the complexities of each transaction from inception to completion. He works directly with business leaders in ownership transactions and liquidity events, including sell-side and buy-side engagements and transactions such as management buyouts, succession and exit planning, ESOP formations, capital sourcing, and leveraged recaps.
Since launching his career, Josh Curtis has dedicated himself to facilitating strategic initiatives for private companies with revenues from a few million to over $1 billion across all industries in the U.S. Prior to leading Footprint Capital, Josh served as Vice President of Insource Spend Management Group. He directed the company’s strategic growth plan, including acquisitions, industry partnerships, and alliances. He led Insource through two synergistic acquisitions and ultimately, through the sale of Insource to AFS Logistics, Inc.
Preceding his work with Insource, Josh held tentures with GBQ and Fifth Third Bank in Columbus, OH. He served as a Director at GBQ Capital, a boutique investment bank owned by GBQ Partners. He was an essential contributor to the formation, development, and success of GBQ’s merger and acquisition practice. Josh started his career with Fifth Third Bank, where he held positions in Commercial Lending. As a Relationship Manager, Josh served companies with sales in the $5 million to $500 million range throughout Central Ohio.