The Dealmaker’s Take 2023: A Panel Discussion on the M&A Environment – Where We’ve Been and

Where We are Going


The Dealmaker's Take 2023: A Panel Discussion on the M&A Environment - Where We've Been and Where We are Going

2022 proved to be a challenging year in the capital markets after a record year in 2021.

  • The US Federal Reserve, committed to stamping out inflation, raised interest rates and took a “hawkish” policy stance for much of the year.
  • The Fed’s tighter policy coincided with stimulus dollars (vestiges of COVID relief packages) largely running dry.
  • Borrowing costs rose materially and investors began to re-assess the price they’d pay for future earnings power.

All that said, middle market dealmakers were still quite active during 2022 and private equity’s level of dry powder remains high.

Come and listen to our expert panel of dealmakers, with decades of experience advising middle market companies, to learn what you can expect for 2023 and how to prepare.


Learning Objectives:

  • What are the key external market drivers in M&A likely to be for buyers and sellers in 2023?
  • With 2022 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 2023?
  • What options exist for businesses that are not yet ready to go to market?


About the Presenters:

Learn from a panel of experts, Rob Waring, Managing Director, Strategic Exit Advisors, John Lee, Senior Managing Director, Griffin Financial Group, Dennis Dunegan, Managing Principal, Growth, Graham Partners, Adam VeVerka, Partner, Business Development, NewSpring, and Steve Staugaitis, Director, Audit & Accounting, Kreischer Miller, as Moderator.

Meet the Presenters

Thank you to our Sponsors:

This event will be held at The Inn at Villanova University.

Address: 601 County Line Road, Radnor, PA 19087.


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

About the Presenters

Rob Waring

Rob Waring

Managing Director, Strategic Exit Advisors

Meet Rob

John Lee

John Lee

Senior Managing Director, Griffin Financial Group

Meet John

Dennis Dunegan

Dennis Dunegan

Managing Principal, Growth, Graham Partners

Meet Dennis

Adam VeVerka

Adam VeVerka

Partner, Business Development, NewSpring

Meet Adam

Steve Staugaitis

Steve Staugaitis

Director, Audit & Accounting, Kreischer Miller

Meet Steve