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M&A
LIQUIDITY &
GROWTH

M&A - Finding Your Path to Liquidity and Growth

Years of your hard work, sweat, and tears have made a successful company. Now you want to sell and reap the rewards – or conversely, you plan to acquire other companies, execute a rollup strategy, and accelerate your equity value.

But what’s your strategy? How do you execute the strategy? How do you find your strategic targets? When should you pull the trigger?

Navigating the M&A process, including developing a strategy, determining appropriate valuation criteria, and identifying and approaching targets can destroy equity value if not done correctly.

Leading the discussion will be:

  • Stephen Kuhn, Chairman, AFN Moderator

  • Christian Lagerling, Co-Founder & Senior Advisor at GP Bullhound, and CEO & Founder of Beluca Ventures

  • Mike Wyatt, Head of Global Technology Mergers & Acquisitions, Morgan Stanley

We will be joined by an esteemed panel of CEOs who will share their past M&A experiences:

We will review the M&A process with an emphasis on practical advice to streamline and accelerate the end-to-end process to maximize success. Among the critical questions we will address:

  • Should I be looking to sell or to acquire?

  • When should I start planning for my transaction?

  • What can I do to maximize the value of my transaction, and when should I start to work on that?

  • How proactive or reactive should we be to enable M&A interest? 

  • How do I balance company vs. shareholder motivations?

  • Should I have an investment banker and what should I expect from them? What are their expectations of me and my team?

  • How do I build my M&A pipeline of target buyers or sellers?

  • What’s a typical M&A timeline?

  • How can I, as CEO, optimize my chances to succeed with my explicit or indirect M&A strategies?

  • How important is post-merger integration? What are the group’s experiences? What should I do to prepare for it?

​The fee for this CEO Roundtable is $195 and is open only to CEOs who have already attended a CEO Roundtable and whose companies have revenue in the $5M - $100M+ range. If you have not attended a CEO Roundtable in the past, please join us here.

Note that completing a company profile does not guarantee your spot - you must be accepted to attend. If you are not accepted, a full refund will be issued.

If you are an AFN member, there is no fee to participate. Please email us directly at rsvp@afn.global to register.

CEO Roundtable:
M&A Liquidity and Growth

Subject Matter Experts

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Former CEO, Aiqudo

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CEO, White Hat Security

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CEO & Chairman, Ascend Staffing

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CEO & Founder, Beluca Ventures

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CEO, b.Well Connected Health

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Managing Director &

Global Head of Technology M&A,

Morgan Stanley

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Moderator

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Chairman & Chief Network Officer, AFN

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