The State of M&A – To Exit or Not to Exit

CHICAGO CHAPTER EVENT

The State of M&A - To Exit or Not to Exit


This meeting will discuss the state of the M&A market. Are founders still looking to exit? How should you advise your founders?

Learning Objectives:

  • Understand the state of business transactions
  • Best tips to share with clients considering an exit in 2023
  • What do we expect for 2023 and beyond?

About the Presenter

Learn from industry expert, Utkarsh Bhagat.

Meet the Presenter

Thank you to our Sponsor!

This meeting will be held at 1941 N Elston Ave.

Address: 1941 N Elston, Chicago, IL 60642.

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Chicago 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.EPIChicago.org.

About the Presenter


 

Utkarsh Bhagat

Utkarsh Bhagat

Meet Utkarsh Bhagat:

Utkarsh began his investment banking career with A.G. Edwards’ Healthcare group in Saint Louis, MO. After two years, he joined BMO Capital Markets where he worked in the Food & Consumer and Mergers & Acquisitions groups in Chicago, focusing primarily on M&A transactions in the Food industry.  From there, he joined the Mergers & Acquisitions Tax group at PricewaterhouseCoopers. Afterwards, Utkarsh spent 8 years leading excel, financial modeling and valuation programs across investment banks, consulting firms and academic institutions.  In 2020, he joined Archer Daniels Midland’s (ADM) Corporate Development and M&A team.  Currently, Utkarsh is in the Financial Planning & Analysis group at ADM.

Professional Experience: A.G. Edwards; BMO Capital Markets; PricewaterhouseCoopers; Archer Daniels Midland

Education: University of Illinois at Urbana-Champaign – B.S., Accounting; M.S., Accounting; M.S., Tax