Mergers & Acquisitions

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Grill 28 at Pease Country Club

200 Grafton Road

Portsmouth, NH 03801

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Event description
Thinking about selling your business? Learn how to navigate the process from a panel of experts.

About this Event

We are happy to bring this new business series to the Seacoast. At The Executive Series, enjoy breakfast, network with peers and learn about a hot topic. Our inaugural event kicks off with a interactive talk with a Panel of M&A professionals.

Our Speakers:

John-Michael Girald: JM is the Founding Partner of Peloton Advisory LLC, a boutique M&A Advisory firm focused exclusively on representing highly-successful, privately-held, entrepreneur-owned businesses. Peloton’s strength is centered around its unique team of senior professionals and niche offering of “sell-side advisory only”, to non-institutionally owned companies, which strengthens its position as an independent un-conflicted advocate for its clients. Over his 20 year career as an Investment Banker / M&A Advisor, JM has completed over 50 successful sale transactions worth more than $3 billion in Enterprise Value in a variety of industries.

Peter Burger: A lead counsel at Orr & Reno, Peter has managed the acquisition, sale, financing (both debt and private equity), and franchising of multiple portfolios of hotels; the acquisition of a significant plumbing and heating supply business; the sale of a fire arms company; management buyouts of existing companies and countless other transactions. Peter’s areas of focus are hospitality, mergers and acquisitions, business counseling and succession planning. He assists domestic and international clients with buying and selling businesses, and offers his business clients well planned solutions that create value and afford certainty.

Julie Morse: Julie is a business attorney at Orr & Reno who assists clients with mergers and acquisitions, securities regulation, entity restructuring, corporate governance, and immigration law. Julie also represents clients in a broad range of securities law matters, including private securities offerings, federal and state regulation, and matters before the New Hampshire Bureau of Securities Regulation.

Brandi Bonds: Brandi is a highly-skilled CFO at Next Level Now, Inc. She has been involved in multiple M&A Transactions and believes that meeting the needs of clients starts with truly understanding their strategic goals and challenges they face. She knows how to ask the tough questions and digs deep to discover the best solutions. Brandi is a passionate CFO who helps organizations reach their desired goals and initiatives. Brandi is also a Professor of Finance at Endicott College.

*1.5 CPE Credit for Attendance (CPAs/CMAs)

Date and Time

Location

Grill 28 at Pease Country Club

200 Grafton Road

Portsmouth, NH 03801

View Map

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