Cleveland-chapter

2023 Kickoff – The State of M&A

CENTRAL OHIO CHAPTER EVENT

2023 Kickoff - The State of M&A


The M&A market has recently changed due to the pandemic, inflation, and rising interest rates. In this session, we will discuss the emerging themes in the M&A market and the outlook for 2023 and beyond. We will also review the EPI Central Ohio Chapter’s 2023 agenda.  

 

Learning Objectives

  • Schedule of Chapter 2023 Events 
  • What’s new in the M&A industry
  • Changing marketplace and impacts of higher interest rates 

 

Meet the Presenter:

Learn from leading expert, Josh Curtis.

Meet the Presenter

 

Thank you to our Sponsors!

This event will be held at Watershed Distillery.

Address: 1145 Chesapeake Ave, Columbus, OH 43212

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Central Ohio Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPIColumbus.org

About the Presenter


Josh Curtis

Josh Curtis

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.