The Dealmaker’s Take 2022: A Panel Discussion on the M&A Environment – Where We’ve Been & Where We Are Going

GREATER PHILADELPHIA VIRTUAL CHAPTER EVENT

The Dealmaker's Take 2022: A Panel Discussion on the M&A Environment - Where We've Been & Where We Are Going


During calendar year 2021 we saw strong activity in the M&A market given a confluence of many factors.

  • Potential tax changes.
  • Businesses rebounding from COVID’s impact and owners looking to monetize.
  • Significant levels of private equity “dry powder”.
  • Low interest rates and debt was readily available.

Looking forward: Supply chains have been tested, inflation has reared its’ head, and many known unknowns are present in the marketplace.

Come and listen to our expert panel of dealmakers, with decades of experience advising middle market companies, to learn what you can expect for 2022 and how to prepare.

 

Learning Objectives:

  • What are the key external market drivers in M&A likely to be for buyers and sellers in 2022?
  • With 2021 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 2022?
  • What options exist for businesses that are not yet ready to go to market?

 

About the Presenters:

Learn from industry experts John Lee, Senior Managing Director, Griffin Financial Group, Robert Newbold, Managing Principal, Graham Partners, Andrew D. Santana, Esq., Partner, Fox Rothschild LLP, and David Gates, President, Gates and Company. Moderated by Matthew Lang, CFP, CEPA, Private Wealth Advisor, Morgan Stanley Private Wealth Management.

Meet the Presenters

 

Thank you to our Sponsors:

 

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Greater Philadelphia 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.EPIPhilly.org

About the Presenters


John Lee

John Lee

Senior Managing Director, Griffin Financial Group

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Robert Newbold

Robert Newbold

Managing Principal, Graham Partners

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Andrew D. Santana, Esq.

Andrew D. Santana, Esq.

Partner, Fox Rothschild LLP

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David Gates

David Gates

President,
Gates and Company

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Moderator: Matthew Lang, CFP, CEPA

Moderator: Matthew Lang, CFP, CEPA

Private Wealth Advisor, Morgan Stanley Private Wealth Management

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