Chapter

Trends in Middle Market M&A - Today and Tomorrow


Featuring Michael Carter, founding principal of Carter Morse & Goodrich and Richard Izzi, partner in the New York Advisory Group of Marcum LLP
 
Join us to get the inside story on M&A trends in the Middle Market as experienced by Michael Carter and Richard Izzi.  Michael will update us as to the current State of the Markets, trends that impacting how M&A transactions are best getting done in 2019 as well as the Outlook for 2019. Rich will provide a primer on one of those trends, sell side quality of earnings reports.  The discussion will include:
  • M&A Activity
  • Valuations
  • Transaction Landmines
  • Platform vs Add-on acquisitions
  • Why Quality of Earnings Reports are so important

Date:  Wednesday, March 13, 2019

Location:  Riverside Yacht Club, 102 Club Road, Riverside, CT 06878

Agenda:  6:00 PM – 7:00 PM Beer/Wine, Networking and Hors d'oeuvres | 7:00 PM – 8:00 PM Presentation | 8:00 PM - 8:30 PM Additional Networking

Registration Fee:  Chapter Dues Paying $50 Members | $75 Non-Members

CPE:  This event qualfies for one (1.0) CPE credit.

For Registration Support, Contact Denise Parker, Chapter Administrator, at 813.494.9551 or [email protected].

Speakers

Michael Carter

Founding Principal
Carter Morse and Goodrich

Richard Izzi

Partner, New York Advisory Group
Marcum LLP

Credits

1.00 CPE
Basic

Method

group-live

Field

Finance, Technical

Prerequisites

none

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