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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.
Learning Objectives:
- 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!
Event Location
Event Details
Who Should Attend?
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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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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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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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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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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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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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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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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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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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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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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.
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.