Event Details
When:
October 23, 2024 5 PM - 7 PM PDT
Where:
Overview
**Must be a Y20 Member to attend**
Join Y20 Seattle on Wednesday, October 23rd as we bring together a dynamic panel to provide a comprehensive overview of the M&A process, including due diligence, valuation, legal and regulatory considerations, and post-merger integration. The panelists will share their experiences and insights on how they worked through actual deals, highlighting the challenges they faced and the strategies they used to overcome them.
Cocktail reception begins at 5:00 pm and the panel discussion begins at 5:30 pm at Two Union Square (51st Floor).
Featured Panel:
Brandon Leyert, Vice President, Meridian Capital - Brandon is a Director at Meridian Capital and group co-lead for Meridian’s Engineering, Construction, & Building Products (ENCBP) industry vertical. He also co-leads Meridian’s Residential & Commercial Services practice and supports the Food & Agribusiness industry team. As a Director, Brandon primarily advises middle-market companies and their owners on selling and acquiring businesses, raising equity and debt capital, and evaluating strategic alternatives and succession planning. Brandon has spearheaded the firm’s expansion in numerous subsectors within the ENCBP industry team, including Residential / Home Services and Architecture, Engineering, Environmental, and Construction (AEC) Services. In June 2024, The M&A Advisor announced Brandon is a recipient of the 15th Annual Emerging Leaders Award.
Adam Matherly, Attorney, Karr Tuttle Campbell - Adam D. Matherly is a shareholder at Karr Tuttle Campbell and leads the firm’s Emerging Companies & Venture Capital practice group. He advises private, high-growth companies throughout their life cycles on securities, transactional, and intellectual property matters. A large part of his practice, Adam routinely assists companies and venture/angel funds in connection with private securities offerings.
Preston Smith, Director, Moss Adams - Preston has practiced public accounting since 2012 and began his career at Moss Adams with the assurance services practice where he focused on mid-market clients in the technology, healthcare, aerospace, manufacturing, transportation, and utility industries. He provided accounting services such as revenue recognition, consolidations advisory, goodwill impairment valuation, and business combinations consulting. In 2016, Preston’s experience with mergers and acquisitions allowed him to seamlessly transition to the transaction advisory practice where he works on both buy-side and sell-side deals across multiple industries providing M&A consulting, financial due diligence and quality of earnings reports.