March 19, 2024 | ACG NJ Breakfast Meeting

Event Details

When:

March 19, 2024 8 AM - 10:30 AM EDT

Where:

Location Name

Galloping Hill Golf Course

Location Address

3 Golf Drive
Kenilworth, NJ 07033
United States

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Overview

Body

What’s Blowing Up Deals and What We Can Do About It…and other M & A Trends

It’s no secret - less deals are closing today than in the recent past. For those that do close, it’s a longer road that impacts everyone – buyers, sellers, and their advisors.

Join us as we unravel the complexities behind why deals are taking longer or not closing altogether. We will share tips on how sellers can prepare their business to be more transaction ready and structure a process to achieve higher value and a greater likelihood of closing.

We’ll also discuss how trusted advisors can help their clients in this evolving landscape. Sharing insights on how to initiate crucial conversations around "The Transaction" with clients, foster stronger relationships, and help engineer optimized M&A outcomes at a time when the cost of capital, market sentiment, and a narrowing “strike zone” for buyers is driving a seller-buyer valuation gap.

Don't miss this opportunity to gain invaluable insights and strategies essential for thriving in the ever-evolving realm of M&A in 2024.

Speakers

Jason Bernstein

The DAK Group

COO

Jason Bernstein is a trusted advisor to owners and stakeholders of middle-market companies on mergers and acquisitions. He combines over 30 years of deep M&A transaction and senior operational experience with a balanced, strategic vision to bring a higher level of sophistication and a global perspective to middle market clients. Jason’s focus is on building the greatest value for clients, which he achieves with the bespoke strategies developed for each and every transaction.

Jason has a rich background in mergers and acquisitions, having completed over 50 strategic transactions across five continents. Most recently he was a Managing Director at B. Riley (RILY) Financial, a global middle market investment bank.

Previously, as a corporate development and operational executive, he led strategic acquisitions and divestitures at both successful start-ups and industry leaders, including Bed Bath & Beyond, AT&T and DealerTrack. Click here to learn more.

Melvyn Threatt-Peters II

The DAK Group

Director

Melvyn Threatt-Peters II guides entrepreneurs, whether they are owners of family-owned or founder-led businesses, executive teams at large companies, or private equity leaders to achieve their vision of success.

As a transaction leader, Melvyn drives successful M&A outcomes to effect client’s strategic goals, company vision, and ensure optimal value is achieved. He also plays the role of a critical, strategic thinker, helping to transform business models and solve pertinent business issues.

Melvyn’s work across many sectors, including healthcare, technology, industrials, business services, and consumer, equips him with diverse industry knowledge that he leverages to maximize value for his clients.

Melvyn focuses in two thriving sectors: healthcare services (e.g., home-based care, behavioral health, and healthcare IT) and the workplace technology sector (e.g., integration, managed services, and broader IT services.) He is active within the Home Care Association and Healthcare Association of America.

Before DAK, Melvyn worked on cross border M&A and financings for European and African corporations at Nexus Capital Markets. At Broadridge Financial Solutions, he completed its management training program before leading a team within operations. He started his career in sales and strategy. Melvyn earned his MBA and BA at St. John’s University and completed post-graduate coursework in valuation at NYU. Click here to learn more.

Hosted by: ACG

Chapter

New Jersey

Event Materials

Registration:
Early Bird Rates Expire March 6, 2024
Regular Registration Rates Expire March 15, 2024
Late / Onsite Rates after March 15, 2024

Member - ACG NJ $50 EB | $60 | $70 Late
Member - Other Chapter $60 EB | $70 | $80 Late
Non-Member $100 EB | $110 | $120 Late

Cancellation policy: Refunds less $5.00 cancellation fee will apply to cancellations received by 5:00pm March 15, 2024. After this date, no refunds will be provided.