WEATHERING THE EFFECTS OF INTEREST RATES, INFLATION, AND THE ECONOMY IN THE LOWER AND MIDDLE MARKETS
We will explore the challenges and opportunities of M&A in the current economic climate, with a focus on lower and middle market (“LMM”) transactions. We will cover the impact on LMM companies as Private Equity buyers are navigating the effects of rising interest rates and inflation. The Align team will provide market insights on deal activity with an emphasis on how to weather the current economic climate.
- Public market volatility as a result of rising interest rates and inflation has caused Private Equity investors to re-evaluate their strategies.
- Debt has become expensive when structuring deals.
- Private equity companies are looking down market at smaller acquisitions, which is a net positive for the LMM
About the Presenters:
Hear from industry experts Gregory Fefferman and Craig Wendel!
EXIT PLANNING IS GOOD BUSINESS STRATEGY
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Meet Greg Fefferman:
Greg Fefferman –Director, M&A Services
Greg Fefferman has over 25 years of experience in the financial services industry. He joined Align after over a decade of entrepreneurship. Mr. Fefferman is a Director of M&A Services where he is responsible for business development and M&A services in the lower middle market. Mr. Fefferman has led several businesses through liquidity events both as the primary operator and as a minority investor. Prior to his entrepreneurial career, Mr. Fefferman worked at Citi Private Bank, CSFB and DLJ on their wealth management and credit teams. He began his career in the legal department at Fried Frank in New York. Mr. Fefferman received his undergraduate degree from Vanderbilt University and earned his MBA from Chicago Booth.
Meet Craig Wendel:
Craig Wendel – Managing Director, Deal Origination
Craig Wendel has over 15 years of investment banking mergers and acquisitions (M&A) advisory and capital markets experience. Mr. Wendel is the Managing Director of Deal Origination at Align Business Advisory Services where he focuses on advising and guiding lower-middle-market companies through the complex M&A process. Mr. Wendel has successfully structured, negotiated, and completed more than $4 billion in transaction value through more than 60 deals across an array of industries.
Prior to joining Align, Mr. Wendel held various positions in national investment banking firms focused on M&A and capital advisory services for middle-market companies and has also held various positions at a global hedge fund and private equity firm. He began his career in the investment banking division of J.P. Morgan. Mr. Wendel earned his degree in Accounting and Finance from the University of Tampa – John H. Sykes College of Business.