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Topic: Closes During COVID: Case Studies from Sell-Side Advisors
Join some leading investment bankers who have closed deals during the pandemic to hear about what they’ve learned in the process. They’ll share their tips for getting a deal across the finish line during COVID, as well as their thoughts on M&A activity for the foreseeable future, including hot sectors, valuations, and availability of capital. Q&A is encouraged from the audience!
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Jon Kendall excels by collaborating with clients in order to understand the goals and challenges impacting their businesses. This approach enables him to provide practical legal counsel addressing the problems clients face every day. He works tirelessly to help them overcome the many challenges that a growing company encounters on the road to building a successful business. As a health care regulated transaction attorney, Jon represents:
For-profit and reorganized 501(c)(3) hospital systems, Hospital authorities and local government managed health systems, Private Equity entities investing in the Health Care space, Medical office buildings, Ambulatory surgery center, Assisted living facilities, Urgent care facilities, Skilled nursing facilities.
Jon advises clients on a range of state and federal regulatory issues including: Regulatory and transactional, Licensure and accreditation , Compliance investigations, Confidentiality and privilege issues, Mergers and acquisitions, Joint ventures, Service contracts, Business ventures.
Christian joined Croft & Bender, an Atlanta based middle market focused investment banking firm, in 2019 to lead the team’s business development efforts. At Croft & Bender, he specializes in the Industrials, Business Services, Technology and Healthcare sectors. Prior to joining Croft & Bender, Christian was an Associate at Bowstring Advisors, now Citizens M&A Advisory, where he focused on the Industrials sector as well as private equity sponsor coverage. Earlier in his career, Christian served in multiple roles for a venture capital backed financial technology firm.
Christian received an M.B.A. from Georgia Tech's Scheller College of Business and a B.A. from Washington and Lee University.
Ira Z. Leiderman, managing director of the healthcare practice at Cassel Salpeter & Co., is a highly experienced healthcare investment banker and executive. He applies his extensive expertise and relationships within the health care, life sciences, investment banking and U.S. capital markets arenas to help advance clients’ goals.
Over the years, Ira has successfully led numerous transactions, including mergers and acquisitions, private placements, public offerings, follow-on financings, and valuations as well as conducted strategic advisory work for companies in the health care and life sciences sectors. His experience also includes providing guidance for investment in health care and life sciences companies in the United States, Europe, and Israel.
Prior to joining Cassel Salpeter, Ira was the founder and managing partner of Long Trail Advisors, a life sciences advisory firm and M&A boutique. Before this, he served as the co-head of Ladenburg Thalmann & Co.’s Healthcare Group. He also headed the Healthcare Group at Punk Ziegel and served on the firm’s management committee, prior to its acquisition by Ladenburg Thalmann.
Before this, he was a member of The Palladin Group, an investment-management firm where he oversaw investment transactions in public and private life sciences companies. Ira joined Palladin after leading the healthcare practice at Gerard Klauer Mattison (now part of BMO).
Currently, Ira serves on the boards of Collplant Ltd. and of Camp Ramah in the Berkshires. He previously served as executive Chairman of the Board of Apthera.
Prior to his Wall Street career, Ira published numerous papers and chapters in the area of stem cell biology and the pathogenesis of HIV infection.
Josh Mastracci serves as a Vice President at Hyde Park Capital. He supports the firms mergers and acquisitions, private capital raising, and corporate finance efforts across a variety of industries. He holds the Series 79 securities license for Investment Banking Registered Representatives. Mr. Mastracci graduated with a B.A. in Economics from Boston College, a J.D. from Tulane University Law School, and is a member of The Florida Bar.
Michael Poole has been at the helm of PCE for nearly two decades. His dedication has built a middle-market investment banking, valuation and advisory firm that is without peer.
During this time, Michael has been instrumental in cultivating PCE’s philosophy of teamwork, industry leadership, and client focus. He finds his greatest satisfaction in helping business owners identify unique and imaginative strategies to meet their goals. Michael understands the importance of putting his clients’ needs first, always recommending ideas and tactics that he himself would pursue.
Michael has nearly 30 years of M&A and corporate finance experience within the public and private sector, with an emphasis on the Building Products, Construction & Engineering, and Finance industries. Over the course of his career, he has personally handled more than $1 billion in transactions in North America, Europe, Asia and Australia.