THE DEALMAKER'S TAKE 2024: A PANEL DISCUSSION ON THE M&A ENVIRONMENT – WHERE WE’VE BEEN AND WHERE WE ARE GOING

EPI GREATER PHILADELPHIA CHAPTER

2023 proved to be yet another challenging year in the capital markets after a difficult environment in 2022.

  • Inflation remained top of mind for consumers, market participants, and most of all, the Fed in 2023.
  • Fed policy took rates north of 5% which translated to higher borrowing costs for businesses and consumers.
  • The tougher cost of capital landscape weighed on both deal volume and valuations.

Despite the friction of higher interest rates, the middle market proved to be resilient. A handful of key tailwinds continue to drive markets:

  • Levels of private equity dry power, while slightly off their highs, remain elevated.
  • Entrepreneurs continue to innovate and build compelling businesses.
  • Business owners, many of whom are approaching retirement years, need to be thoughtful about their transitions.

Come and listen to our expert panel of dealmakers, with decades of experience working with middle market companies, to learn what you can expect for 2024 and how to prepare.

 

Learning Objectives:

  • What are the key external market drivers in M&A likely to be for buyers and sellers in 2024? 
  • With 2023 as our guide, what can we expect in terms of valuations going forward? What industries or business models warrant the highest multiples? 
  • Where are we in the cycle?  What are the risks on the horizon? 
  • What Philadelphia specific market trends should sellers and buyers be cognizant of in 2024? 
  • What options exist for businesses that are not yet ready to go to market

About the Presenters:

Hear from industry experts Michael Mufson, Chief Executive Officer, Mufson Howe Hunter Company, Matthew Coyne, President, Brandywine Mergers & Acquisitions, LLC, Roger J. Braunfeld, Founding Partner, Royer Cooper Cohen Braunfeld LLC, Lee Garber, General Partner, NewSpring. Moderated by Cheyenne Sweeny, Family Business Consultant and Performance Coach, Compass Point Consulting.

 

 

Thank you to our Sponsors

Event Location

Event Details

Date: Thursday, January 25, 2024
Time: 7:30 am - 9:45 am Eastern Time
Where: The Inn at Villanova University | 601 County Line Road, Radnor, PA 19087
Cost: $60
EPI Hours:
Register Now

Who Should Attend?

  • Attorneys

    You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • Estate Planners

    Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.

  • 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.

  • Insurance Professionals

    Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.

  • 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.

  • 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.

  • 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.

  • Other Professional Advisors

    Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.

  • Private Business Owners

  • Members of Family Business Boards

  • Professional Advisors

  • Business Consultants

  • Other Business Professionals

  • Business Owners

  • Business Owners & Their Trusted Advisors

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

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Matthew Coyne
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Michael Mufson
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Roger Braunfeld
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Lee Garber
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Cheyenne Sweeney
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Keven Shanahan
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