BEHIND THE DEAL SCENE: WHAT'S MOST IMPORTANT TO PRIVATE EQUITY AND LENDERS (CASE STUDY)
Join us for a case study in looking behind the underwriting scenes that Private Equity and Lenders go through. Learn what are the effects to the value of the company if you have customer concentration or if they are spending too much on cap ex. See how leverage can be a curse or the fuel to grow the company. See how a company is capitalized and it’s effect on lending and valuation.
Learning Objectives:
- Understanding the financing challenges in this volatile market
- Learning the 4 most important things a Private Equity firm looks for in a company
- How does fed policy and interest rates effect the deal
- Key due diligence metrics needed in an underwriting
Meet the Presenters:
Learn from leading experts Chris Cheang and Steven Dowe.
Event Details
Who Should Attend?
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Valuation Analysts
Valuation is both a billable engagement AND an opportunity to provide owners some perspective on how to accelerate value drivers (and deal with value killers). Use exit planning to make that valuation into a longer term value acceleration engagement.
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Financial Advisors
One of the critical ‘legs of the stool’ is personal financing planning. An owner must have a strong financial plan & contingency plan post-transition to enable them to thrive in the next act of the lives personally and financially. Exit planning brings this future mindset into the present. Exit is now.
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Wealth Managers
You’re a skilled relationship person. Being entangled into your clients’ professional lives matters as you build a strategy to manage their wealth upon them harvesting it from their business. Exit planning allows you to build a deeper relationship with your client, expands your COI network, while giving you an early seat at table well before the liquidity event.
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CPAs/Accountants
Owners participating in the State of Owner Readiness research continue to indicate that you are the No. 1 "Most Trusted Advisor." You are a natural fit to lead the exit planning team and deepen your relationship (and retention) of next generation owners.
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Attorneys
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
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Estate Planners
Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.
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Strategic Consultants
One of the most critical roles in exit planning is building transferable value. Strategic consultants have the ability to expand options and drive rapid business value that affect performance today.
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Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
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Commercial Lenders
One of the best relationships a business owner makes is with their banker. How can you help your corporate clients think about the future and ensure financial continuity? Answer: exit planning.
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Mergers & Acquisition Advisors
Proper exit planning causes less deals to fall through at the last minute. Connect with CEPAs to build your healthy deal flow network.
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Investment Bankers
Only 2 of every 10 businesses that come to market actually sell. Learn how exit planning can bring attractive AND ready business to your purview.
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Family Business Advisors
More than 50% of lower middle market business owners would prefer to transition to the next generation. Help them succeed with exit planning strategies.
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Other Professional Advisors
Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.
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Private Business Owners
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Members of Family Business Boards
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Professional Advisors
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Business Consultants
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Other Business Professionals
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Business Owners
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.
ABOUT THE PRESENTERS
Meet Chris Cheang:
PROFESSIONAL EXPERIENCE SUMMARY
Chris has more than 17 years of M&A experience as both an advisor and investor. At Post Capital, Chris leads the firm’s business development efforts, in addition to his responsibilities evaluating new transactions, performing due diligence and managing the fund’s portfolio companies.
Chris began his career with Adams Harkness, a middle-market investment bank in Boston. At Adams Harkness, he worked on a variety of M&A, financial advisory and capital raising transactions across multiple industries, including software, business & technology services and consumer products. Prior to joining Post Capital, Chris worked in Shanghai for Cabot China Limited, a joint venture of Cabot Corporation, a NYSE-listed specialty chemicals company. At Cabot China, he served on the management team and had a wide range of responsibilities, including strategy, corporate planning, business development and financial analysis.
PROFESSIONAL AFFILIATIONS
Founding Member, AMPLIFY
Board Member, Exit Planning Institute (New York chapter)
EDUCATION
BA, Chinese/Economics/Geography, Middlebury College
MBA, Finance/Entrepreneurship, New York University Stern School of Business
Meet Steven Dowe:
PROFESSIONAL EXPERIENCE
Steve joined Webster Bank in January 2014 to help establish and build Webster's commercial banking office in New York as part of the forum's strategic expansion in the U.S. Northeast and Mid-Atlantic markets. In 2021, Steve was appointed Head of Healthcare Middle Market Banking to lead the business and geographic expansion of Webster's Middle Market Healthcare vertical across the eastern U.S.
Steve's financial services career spans 30 years. Prior to Webster, Steve was a Senior Managing Director at CIT Healthcare where he played an integral role in building a highly successful healthcare finance and advisory franchise. Steve managed origination and portfolio teams that closed over $12 billion in lead arranged club and syndicated financings for healthcare companies across all subsectors and managed a $2.0 billion leveraged loan portfolio. Prior to CIT healthcare, he was a senior originator with CIT Energy responsible for structuring complex non-recourse project financings for a wide variety of assets in the energy sector.
Prior to CIT, Steve was a Vice President in the Investment Banking Division at Credit Suisse First Boston where he structured and arranged complex project financings for private and public energy companies in the syndicated loan and debit capital markets.
PROFESSIONAL AFFILIATIONS
Admitted to New York and New Jersey Bars
Board Member, Exit Planning Institute (N.Y. Chapter)
EDUCATION
BS, Accounting, Le Moyne College
JD, Brooklyn Law School