M&A Success Summit 2025

M&A Success Summit 2025

By Doida Crow Legal

Join us for the second annual M&A Success Summit for expert insights on buying, selling, market trends, and deal strategies.

Date and time

Location

7979 E Tufts Ave

7979 East Tufts Avenue Denver, CO 80237

Speakers

Agenda

8:45 AM - 9:15 AM

Arrival & Check-in

9:15 AM - 9:30 AM

Welcome & Kick-off with Doida Crow Legal

Stan Doida & Trevor Crow

9:30 AM - 10:15 AM

Session 1: State of the Market Intermediary Panel

Jason Thomas, Raincatcher

Brett Story, Britehorn Partners

Carolyn Ryan, Main Ascent


Hear from seasoned industry experts in lower middle market M&A as they analyze the landscape of where we’ve been, give insight into where we are in 2025, and share their perspectives on where the mar...

10:15 AM - 11:00 AM

Session 2: Maximizing Value - Insights from the Sell-Side

Jason Dun, DACS

Brandon Giles, Vequity

Joel Cox, Strategus


Gain firsthand insights from business owners who have successfully navigated the M&A process. This panel will explore what truly drives valuation, from methodologies to the factors that influence dea...

11:00 AM - 11:15 AM

Break

11:15 AM - 12:00 PM

Session 3: Letter of Intent Master Class

Trevor Crow, Doida Crow Legal

Stan Doida, Doida Crow Legal


Doida Crow Legal Co-founders, Stan Doida and Trevor Crow will review essential strategies for structuring deals, assessing value drivers, and navigating negotiations. The session will also cover crit...

12:00 PM - 12:45 PM

Lunch & Networking

12:45 PM - 1:30 PM

Session 4: Launching a New Venture - Navigating the Buy-Side

Will Petter, American Dream Home Services

Nick Anderson, Tribute Barbershop

Dan Strickland, Mountain West Ensemble


Buying a business requires vision, discipline, and strategic foresight. This panel features experienced buyers who will share their perspectives on navigating the search process, identifying compelli...

1:30 PM - 2:15 PM

Session 5: Systematizing Negotiation Science for Superior Deal Structures

Ian Myers, Ante


Mastering the art of negotiation goes beyond numbers—it requires understanding human behavior and the subtle dynamics that drive decision-making. In this session, our speaker will reveal how to lever...

2:15 PM - 2:30 PM

Break

2:30 PM - 3:15 PM

Session 6: Due Diligence for Buyers and Sellers

Bree Hollibaugh, Baker Tilly

Mark DeRose, Baker Tilly


In M&A, due diligence reveals both risks and opportunities that shape a deal’s outcome. This session explores financial and tax considerations—such as historical liabilities, deal structure, and post...

3:15 PM - 3:45 PM

Session 7: Funding Your Deal

Kevin Doyle, LiveOak Bank


You can’t close a transaction if you can’t fund it. Learn what banks are looking for when determining whether to fund a business acquisition. This talk will include both SBA and traditional lending o...

3:45 PM - 4:30 PM

Session 8: Maximizing Value Post-Acquisition

Adam Markley, PROX Capital Group


In M&A, the foundation for success post-acquisition is laid well before the deal is finalized. This session will explore how thorough pre-acquisition planning—such as identifying synergies, assessing...

4:30 PM - 5:30 PM

Closing Remarks & Networking Happy Hour

Stan Doida & Trevor Crow

Good to know

Highlights

  • 8 hours
  • In person
  • Free parking
  • Doors at 8:45 AM

About this event

Business • Other

The M&A Success Summit, hosted by Corporate and M&A Attorneys at Doida Crow Legal, is designed for entrepreneurs and business professionals seeking to buy or sell a business in today's dynamic market. The event will feature expert-led panels and presentations covering critical topics such as the current state of the M&A market, sell-side value drivers, successful deal closure strategies, post-closing operations, and funding acquisitions. Attendees will gain valuable insights from seasoned industry experts, network with peers, and explore the key factors driving successful transactions in the lower middle market.


Sponsored by LiveOak Bank, Britehorn Partners, and Raincatcher


Check out the highlights from the 2024 M&A Success Summit! The inagural event was an incredible day filled with insights, high-level takeaways, and connections.

Frequently asked questions

Organized by

Doida Crow Legal

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Free
Oct 29 · 9:00 AM MDT