Webinar: Evolving trends in valuation and transaction implications for Private Equity Firms in today’s COVID-19 impacted world

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Event Details

When:

July 16, 2020 3 PM - 4:15 PM EDT

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Overview

Body

Evolving trends in valuation and transaction implications for Private Equity Firms as well as Public and Private Companies in today’s COVID-19 impacted world.

Have you learned how to dance in the rain, or are you still waiting for the storm to pass?

Join Corporate Valuation Advisors, Inc. (CVA) for a lively and informative discussion featuring valuation perspectives from a distinguished panel of experts. We will also address the current state of M&A activity

Intended audience is private equity firms (both public and private) or anyone with an interest in valuation.

This webinar will address the following:

  • Current valuation trends including recent impacts to valuation procedures
  • The importance of correctly understanding market adjustments that directly affect valuation results
  • Have the approaches to valuation (intellectual property, real estate and personal property, etc.) changed or been impacted by the pandemic?
  • Where the valuation landscape is heading in the next 6 to 12 months?

 

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Speakers

lori

Lori Smith, Esq.

White & Williams LLP
Partner & Chair, Business Department

Lori Smith, Chair of the White & Williams Business Department, is also a member of the firm's Healthcare and Food and Beverage Groups and previously served as Co-Chair of the Corporate and Securities Group. Lori's practice focuses on representation of foreign and domestic companies at all stages of development from formation and early and growth stage companies to multi-national public companies, as well as angel, venture capital and private equity investors. Her practice spans diverse industries including, technology, media, fashion and textiles, financial services, food and beverage, sports, specialty chemicals, insurance, healthcare and digital health. Lori has more than 30 years of experience handling corporate and commercial transactional work for her clients, as well as acting as outside general counsel managing all of their other ongoing legal needs. She has significant experience representing emerging technology companies and venture capital and angel investors in connection with early and growth stage financings and strategic transactions.  

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don

Don McDonough

JLL Partners
Managing Director

Donald McDonough joined JLL in 2012.  Prior to joining JLL, Mr. McDonough was Head of Business Development at 3i Private Equity. Previously, he was at Sentinel Capital Partners and J.P. Morgan Securities. 
 
Mr. McDonough earned a B.A. from Princeton University and an M.B.A. with honors from Columbia Business School.

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james

Jim Volkman

Corporate Valuation Advisors, Inc.
Managing Director of Financial Valuation Services

Mr. Volkman serves as the Managing Director of Financial Valuation Services. In that capacity, he is responsible for the performance and management of all financial valuation engagements undertaken by the Company. He has performed appraisals of the capital stock of a wide array of industries and his appraisals have been relied upon for purposes related to Fairness Opinions, Solvency Opinions, Restructurings and Recapitalization, establishment and continuation of Employee Stock Ownership Plans, Acquisition and Divestitures and Estate Planning.

Mr. Volkman also has considerable experience in the valuation of intangible assets. His appraisals have included complex patented and non-patented technologies as well as agent contracts with actors, musicians and professional sports figures. The nature of his work has required that he provide expert testimony on numerous occasions in support of his value conclusions.

Mr. Volkman received a Masters Degree in Finance from the University of Wisconsin and is a Senior Member of the American Society of Appraisers designated in Business Valuation. He is also a principal shareholder of the Company.

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thomas

Tom Stapleton

Corporate Valuation Advisors, Inc.
President and Managing Director

Tom serves as the President and Managing Director for Corporate Valuation Advisor’s, Inc. Serving in this capacity, Tom is responsible for developing the corporate growth, marketing and sales strategies as well as developing and maintaining client relationships for all types of valuation engagements including, but not limited to: Business Enterprise Valuations, Purchase Price Allocations, Stock and Stock Option Valuations, and Ad Valorem Tax Services. He is also a principal shareholder of the Company.

Tom spent over 20 years of his career at Fortune 500 Company Pitney Bowes, working primarily in the marketing, sales, and finance divisions. Tom’s key leadership responsibilities included the management of customer marketing, customer satisfaction, business development, and business process improvement. Tom completed studies at Harper College and Northwestern University’s Kellogg School of Management.

Tom’s been married to his wife Meg for over 35 years, has three grown children that he is very proud of, and two new grandchildren that are the apple of his eye. His hobbies include good music, bad golf, and following all of the college and professional sports teams in Wisconsin. His favorite time is spent with his family and friends.

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frank

Moderator, Frank Marcucci

Corporate Valuation Advisors Inc.
National Director, Business Development

Frank serves as the National Director, Business Development of Corporate Valuation Advisors, Inc., (“CVA”). Mr. Marcucci is responsible for client development efforts in securing new markets within the Northeast Corridor, the Midwest, Canada, Europe and Asia. The majority of Frank’s new and existing clientele are Fortune 500, public and private company clients, closely held enterprises, private equity, investment banking, trust & estate planners, law and accounting firms and their advisors. Frank has a 25+year track record of managing the maintenance and growth of key client relationships, as well as the development and implementation of appropriate strategies and goals critical to the firm’s long term success.

Prior to joining Corporate Valuation Advisors, Mr. Marcucci was a National Director for EAC Valuations, LLC. His background also includes senior positions at Management Planning, Inc., and Enterprise Appraisal Company.

Mr. Marcucci attended Villanova University, Montgomery County Community College, Admiral Farragut Academy, and is continuing education through valuation seminars and conferences. He has professional society memberships with The Association for Corporate Growth (ACG) – New York & Philadelphia. Frank is a Member of the ACG New York Board of Directors, the ACG New York Cares, Board of Directors and Chair of ACG New York's Ambassador Committee. Frank is also a member of The Philadelphia Estate Planning Council (PEPC), Chief Financial Officer Network (CFO), The Estate Planning Council of Delaware (EPCD) and the Wilmington Tax Group (WTG).

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