Klehr Harrison’s 1st Annual M&A Summit

Don’t miss this opportunity to network with a select group of local dealmakers in the M&A community and hear from legal, tax, finance and banking industry experts as they share their insights into the M&A market.

This event is by invitation only. If you’re interested in attending, please email marketing@klehr.com.

Program and Speakers:

8:00 – 8:45 am: Arrival and Check-In (Continental Breakfast Served)

8:45 – 9:00 am: Networking and Opening Remarks

• Bill Matthews, Co-Chair, Corporate and Securities Department, Klehr Harrison

9:00 – 9:45 am: State of the M&A Market (3rd Quarter 2024), moderated by Elizabeth Webb Bucilla, Associate, Corporate and Securities Department, Klehr Harrison

• Tim Filewicz, Vice President, Lockton Companies
• Bill Frame, Director, Fairmount Partners
• T.J. Haas, Managing Director, Eureka Equity Partners
• Matthew M. McDonald, Co-Chair, Corporate and Securities Department, Klehr Harrison

9:45 – 10:00 am: Break

10:00 – 10:45 am: Positioning Your Business for Success in M&A, moderated by Patrick Murphy, Partner, Corporate and Securities Department, Klehr Harrison

• Marty Babitz, Senior Wealth Strategist, BNY Mellon Wealth Management
• Mark Berg, Chair, Tax Practice Group, Klehr Harrison
• Tracey Jasey, Managing Director, MPI Valuation Services
• Alain Nono, Director, Waller Helms Advisors
• Michael Sharp, Executive Chairman, Sharp Financial

10:45 – 11:00 am: Closing Remarks