Acquiring Middle Market Companies in 2016: How We Did It...

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Cleveland Racquet Club

29825 Chagrin Boulevard

Pepper Pike, Ohio 44124

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Come along with the Center for Free Enterprise and learn about the investing in middle market companies, valuation approaches and how to get deals done. Kirkwood Holdings' esteemed deal team will share their insights with you. You will also have the opportunity to meet other investors, business owners, senior managers and professionals who have similar interests to your own.

This event is sponsored by Key Private Bank (Greg Keegan and Ken Greaney), The Calkins Law Firm and Red Hawk Associates.

A special word about Key Private Bank: KPB is a leading provider of wealth management solutions and advice to more than 24,000 high-net worth and ultra-high-net worth clients, including wealth advisory, investment management, trust administration, customized credit, family office and private banking services.

Join these experts below and get insights to these topics and more along with Q & A at the Cleveland Racquet Club. Check in and breakfast starts at 730a, Panel starts at 750a. This event is complimentary by invitation only.

The Panel includes:

Tom Koechley, President of Kirkwood Holding Corp., based in Parma, OH, owns 5 middle market manufacturing businesses. Kirkwood is 100% ESOP-owned. Tom has led 4 acquisitions in the past 4 years and is actively searching now for additional precision contract machining businesses. Tom holds a BS/BA in accounting from BGSU and and MBA from the University of Akron.

Donna Ross, Vice President of Finance and Treasurer of Kirkwood. Donna joined Kirkwood in 1997 from Deloitte LLP. She holds a BS in Accounting from Bowling Green and an MBA from Cleveland State.

Jennifer Vergilii, Partner at Calfee, in the Firm's Mergers & Acquisitions practice group. She is member of the Boards of both the Achievement Centers for Children and Padua Franciscan High School. Jennifer holds a BA from the College of the Holy Cross and a JD from Case Western University.

David Brown founded Red Hawk Associates, an M&A advisory firm, in 1998. He helped source the Swissline transaction for Kirkwood.

Moderator: Ben Calkins of the Calkins Law Firm. He helps Clients start, acquire and build successful businesses. He has been a leader of the Ohio Venture Association for nearly two decades.

730a Continental Breakfast

750a Program

850a Adjourn

FAQs

Are there ID requirements to enter the event?

Pre registered guests only, please, due to space limitations.

Is my registration/ticket transferrable?

Yes.

Do I need to print and bring my paper event ticket?

No.

Where can I contact the organizer with any questions?

Contact David Brown at dbrown@redhawkassociates.com or 216/245-7879.

How do I contact the professionals at Key Private Bank?

For more information about Key Private Bank's services, please contact Greg Keegan (440/995-2112) or Ken Greaney (440/995-2107).

Date and Time

Location

Cleveland Racquet Club

29825 Chagrin Boulevard

Pepper Pike, Ohio 44124

View Map

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