Successful First Annual M&A Summit Showcases Klehr Harrison’s M&A Practice

PHILADELPHIA (September 26, 2024) – Klehr Harrison Harvey Branzburg LLP is pleased to share the successful launch of the firm’s first annual M&A Summit on Friday, September 20, 2024, at the Hotel West + Main in Conshohocken, Pennsylvania. The event was an exclusive opportunity for guests to network with a select group of local dealmakers in the M&A community and hear from legal, tax, finance and investment banking industry experts as they shared their insights into the M&A market.

With nearly 100 attendees present, Corporate and Securities Department attorneys Elizabeth Webb Bucilla and Patrick Murphy moderated separate panels on the topics of “The State of the M&A Market” and “Positioning Your Business for Success in M&A,” respectively. Joining Klehr attorneys Matthew M. McDonald, Co-Chair of the Corporate and Securities Department and head of the firm’s M&A practice group, and Mark Berg, Chair of the firm’s tax practice group, on the panels were Tim Filewicz of Lockton Companies; Bill Frame of Fairmount Partners; T.J. Haas of Eureka Equity Partners; Marty Babitz of BNY Wealth Management; Tracey Jasey of MPI Valuation Services; and Alain Nono of Waller Helms Advisors. Bill Glazer, CEO of Keystone, whose property hosted the event, provided an inspirational introduction highlighting his history and working relationship with the firm.    

“I’m proud of our team for organizing such an incredible event,” said McDonald. “We were able to gather an amazing lineup for our panels featuring some of the firm’s top partners in private equity, accounting, valuation and investment banking.”

“We’re so thankful to our panelists for joining us and sharing their expertise and insights,” said Bucilla. “If our guests were able to leave with even just one new connection— one new friend made—then this event will have been a success.”

“Matt [McDonald] and Elizabeth [Bucilla] really brought this vision to life,” said Bill Matthews, Co-Chair of the Corporate and Securities Department. “There were great networking opportunities throughout the event, and I was happy to see Summit participants making real connections with other players in the M&A industry.”

“There’s a bit of an art form to what we do,” added Matthews. “You don’t have to win every point to get a deal closed—but you have to win the important ones, and we’re really good at that.”