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Mergers and Acquisitions Roundtable

October 10, 2019
3:00 PM to 6:30 PM EST

The Foundry
600 East Michigan Ave
Kalamazoo, MI 49007
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LaToya Henry
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  • Summary
  • Co-Sponsor Information
  • Presenters
You are invited to a special high-level presentation and discussion focused on trends and best-practices in mergers and acquisitions.  This invitation-only event is specifically tailored and directed towards those active on the buy side in the M&A space.

This is not an introductory overview.  Our expert presenters from BDO USA, Varnum, and Gibson will discuss developing trends, best practices, and hot spots to look for in your next deal, with special focus on accounting, legal, and risk management issues.

There will also be time for attendees to ask questions and share their current challenges, experiences, and insights.  We are looking forward to hearing your stories, too.

The event will be held on October 10, 2019, at The Forum meeting space in The Foundry building in downtown Kalamazoo.  The substantive presentations will start promptly at 3 p.m. and end no later than 5:30 p.m.  Drinks, hors de oeuvres, stories, and additional Q&A will continue until 6:30 p.m.

We are keeping the invitation list intentionally targeted, so we would appreciate hearing by September 6, 2019, whether you can be a part of this exclusive event.  Please reach out to Amy Galvin with any questions!
 
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Disclaimer: This event is jointly sponsored by BDO USA LLP (“BDO”), Gibson and Varnum. Information that you submit in connection with this event (e.g., registration information, courses selected) or that we collect about you during your participation in this event will be shared between BDO, Gibson and Varnum. BDO, Gibson and Varnum may use your information for the following purposes: event-related purposes; to contact you with information and offers about BDO or Gibson and Varnum either individually or together; and as otherwise set forth in BDO’s or Gibson and Varnum respective privacy policy. Please contact Amy Galvin with any questions.
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Russell Adams, CPA
Senior Manager, Transaction Advisory Services
 
Russell is a Senior Manager in the Transaction Advisory Services group in Chicago with more than 10 years of experience in public accounting, with the last five years providing buy-side and sell-side due diligence services to private equity groups, strategic acquirers, and debt capital providers.

 
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Brian Bellware, CIC
Consultant, Gibson

 
Brian is a Consultant in the Employee Benefits practice. He works closely with clients to strategically purchase health care and proactively improve the health and wellbeing of their employees. With over 10 years of experience as a human resources leader and business owner, Brian helps businesses create clarity and proactively address the risks they face.
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Andrea M. Collins, CPA
Tax Managing Director
 
Andrea is a State and Local Tax (SALT) senior director in BDO’s national specialty tax services group, located in the Grand Rapids office. She has more than 20 years of experience assisting public and private companies identify opportunities to reduce their overall state tax liabilities. 
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James Eardley
Partner, Varnum

 
Jim is a member of the firm’s Business and Corporate Services Practice Team with an emphasis in the areas of mergers and acquisitions, private offerings, asset based lending, project finance and franchising. He has extensive experience counseling mature and emerging closely held businesses with regard to structure, planning and succession, governance and general commercial matters.
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Eric T. Fischer, CPA
Tax Senior Manager
 
Eric is a senior manager with the BDO Grand Rapids Tax Practice and has 13 years of experience in Federal income tax matters for private and public companies. Prior to BDO, Eric spent nearly five years with the Big Four and his primary area of focus is complex Pass-through, Interest Changed Domestic International Sales Corporations (“IC-DISC”), and C-Corporation entity clients. 
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Fred Schubkegel
Partner, Varnum

 
Fred provides general legal counsel to private business interests and nonprofit organizations. He has over 30 years of experience assisting forprofit and nonprofit companies with advice, strategies and services related to startup, growth, development and exit, including entity formation and governance, financing, contracts, mergers and acquisitions, executive compensation, asset protection and business succession planning.
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Robert Sturtevant, CPCU, ARM, AAI
Principal, Gibson

 
Bob is a principal and Officer at Gibson. He is responsible for providing risk management consulting and insurance program design for business clients. In addition, he creates and implements safety and claims management business plans for clients. Bob is also responsible for recruiting, training, and mentoring the sales team.
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Mark Wobbe, CPCU, MBA
Principal, Gibson 

 
Mark is a principal at Gibson with responsibility for providing risk management and insurance services to business clients. He specializes in identifying, quantifying and bringing clarity around strategic, business, and hazard risk exposures. Utilizing the proprietary Gibson Protection System (GPS), he and his team provide counsel and advice on complex business and people issues extending far beyond the scope of an insurance policy.