This panel discussion will feature experts that can discuss the state of the market, valuations, what buyers are looking for, and what sellers should consider before they sell.
The time between 5:30pm and 6:00pm will be used for breakout sessions allowing attendees to continue the dialog in a small group setting.
Ethan S. Grossman, CFA®
Merrill Lynch Wealth Management (Moderator)
Ethan Grossman began in wealth management in 2010 after 5 years in Corporate Banking so that he could help clients avoid some of the mistakes he saw in his own family. He finds meaning in guiding clients on all aspects of their financial life from investing to family dynamics and guiding clients along their path to success. As a Chartered Financial Analyst® (CFA®), Ethan’s approach to investing is grounded on industry leading research and he prides himself on being a life-long learner. Ethan co-founded Grossman Benharrouch and Associates to serve the needs of High-Net-Worth families along with Ruben Benharrouch in 2016.
Osage Advisors (Investment Banker)
Keith Dee is President of Osage Advisors with more than 30 years of experience advising business owners and families of midsize companies and helping them maximize value through M&A and capital transactions. Over the course of his career, Keith was a partner of a CPA firm, founded his own accounting firm, and ran several privately held businesses, including manufacturing, business services, IT, healthcare and distribution -including being CFO at The Great American BackRub Company and President of Earmark, Inc. This unique combination of financial and operating experience enables him to understand and meet the goals and objectives of his clients.
CohnReznick Capital (Valuation)
Jeff Manning is a Managing Director in CohnReznick Capital’s Baltimore Office. He is a seasoned professional with nearly 40 years of corporate finance experience. Prior to CohnReznick Capital, Jeff was a managing director at BDO Capital Advisors, and before that, the Chief Executive Officer of the wholly-owned investment banking subsidiary of FTI Consulting. He began his career in 1981 with Manufacturers Hanover Trust in 1983. Jeff is a frequent writer and speaker at industry and university events – including Columbia, UVA Darden, Johns Hopkins, and Wharton. Jeff received his MBA from Columbia and a BA from Yale.
Farlie Turner (PEG)
Kyle Jones is a Director at Farlie Turner & Co. Prior to joining Farlie Turner in 2015, Mr. Jones served as an Associate at Trivest Partners, a private equity firm focused on investing in founder and family-owned middle market companies. Mr. Jones spent two years at Trivest screening and executing middle market transactions across a wide range of industries as well as handling portfolio company responsibilities.
There is no charge for this event but registration is required. Connection details sent upon registration.
SOUTH FLORIDA FOUNDING SPONSORS: