Case Study: investment bankers, due diligence, documentation and negotiations strategies


Program produced by XPX Long Island

As we close out our Long Island Chapter for the 2019/2020 session we will circle back to our case study and finalize considerations for the family and business. You can expect to learn:

* The journey to closing from an investment banking process

* How to get the right results from negotiating strategies

* Due diligence preparation and pitfalls – war stories

*What legal documents mean and the important role they play

Please click here to download the case study for our meeting.

Our Speakers:

Christine Malafi, Senior Partner – Campolo, Middleton & McCormick, LLP

Christine Malafi chairs the Corporate Department at Campolo, Middleton & McCormick, LLP, which was recently recognized by Forbes as a Top Trusted Corporate Law Firm in America. Her practice focuses on mergers and acquisitions, corporate governance, routine and complex transactions, labor and employment issues (including sexual harassment prevention policies and training), and other business matters, as well as municipal, insurance coverage, and fraud issues. She routinely represents buyers and sellers in multimillion dollar transactions (from technology companies to manufacturers to healthcare businesses) and serves in a general counsel role for many of the firm’s internationally-based clients.

Gregg Schor, Chief Executive Officer – Protegrity Advisors

Gregg Schor has over 25 years of experience managing mergers and acquisitions, corporate development, legal, operations, and human resources. He has previously held senior management positions at companies that were acquired by IBM, Microsoft, and EMC, including Deputy and General Counsel, SVP Corporate Development, SVP Human Resources, and Director of European Operations. As a result, he brings a very unique perspective, having been on all sides of M&A transactions and in a variety of roles.

Gregg received a J.D. from St. John’s University School of Law and a Diploma on International and Comparative Law for study in Russia and Poland from the University of San Diego School of Law. He also completed the Mergers and Acquisitions Executive Education Program at the Wharton School of the University of Pennsylvania.

Jeffrey L. Bass, M.A., M.P.A. – Executive Strategies Group LLC

Mr. Bass is CEO of Executive Strategies Group LLC, a strategic business advisory Firm serving corporate executive management and boards of directors. He also served a Nassau County Planning Commissioner and was formerly Trustee of the Incorporated Village of Great Neck, New York where he also served on the Planning Board and Board of Zoning Appeals. He is also a member of the Hamlet on Olde Oyster Bay Homeowner Association Board of Directors.

Previously, Mr. Bass was Principal in Charge of the Strategic Business Planning and Advisory Services practice at Margolin, Winer & Evens LLP, a leading Certified Public Accounting and Business Advisory Firm with offices located in Garden City and Manhattan.

Jeff Stern, Principal – Eagle Business Solutions

Jeff Stern is a CPA, a Master Black Belt, and an Eagle Scout. His career spanned 30 years in Corporate America with Banks like JP Morgan Chase (nee Chemical Bank, nee Manufacturers Hanover Trust), Coopers & Lybrand, and Deloite. He has led teams from 2 to 300 in operations, product development and strategy and for the past 12 years he has been providing practical advice to business leaders and companies, in all industry segments. EBS is committed to help clients emphasize their strengths, understand their shortfalls, and to work closely with them to improve and excel.

About XPX Long Island

XPX is all about collaboration, learning and building relationships to serve our clients. XPX members are professional service providers who assist with business value growth, exit and succession planning, business value transfer, and business owner life and legacy. Assisting business owners through all stages of the company life cycle, XPX members put their clients first by collaborating as a team in order to provide clear, coordinated advice.

Updated: Jun 18, 2020

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