With the market for mergers and acquisitions (M&A) accelerating, owners and operators of family enterprises may face important decisions. What could the road ahead look like? We’ll discuss:
- Wealth transfer planning—why would family enterprise owners consider transferring business interests today?
- State of the M&A market—why are family enterprises in control, especially if they are buyers looking to expand through acquisitions?
- Income tax planning—why should you begin modeling the implications of a sale of the business now?
Meet the speakers
Bob is a managing director with Deloitte LLP focused on expanding Deloitte’s services to private companies through Deloitte Private. His responsibilities include operations, business development, marketing, public relations, advertising, and communications. Bob is a member of the Deloitte Private Leadership Committee and leads the Deloitte Private global brand and marketing organization, as well as the US Best Managed Companies program. Prior to his current roles, he served as chief of staff for Deloitte’s chairman of the board and has held numerous marketing and leadership positions since joining the firm in 1998. Bob received his MBA from Fordham University and BS in political science from the College of the Holy Cross. He is the chairman of the board of United Way of Monmouth and Ocean Counties and a board member of Pro-Mujer, a women's empowerment organization serving 250,000 women in Latin America.
Based in Charlotte, Phil is the CEO of Deloitte Corporate Finance LLC (DCF) in the U.S and serves as the Global Leader of Deloitte Corporate Finance. Prior to joining DCF, he served as a Managing Director and co-founding Partner at McColl Partners. Phil has served as a lead advisor for the sale or acquisition mandates of numerous companies in each of the following industries: human resource services, outsourced software, postsecondary education, corporate training, community banking, and consumer finance, among others. Previously, he was at Bowles Hollowell Conner/First Union Securities and Lehman Brothers. Select experience: Advisor to Drake Software, a leading tax software provider, on its sale to CINVEN. Advisor to MC2, a leading event marketing service provider, on its sale to MCH Group. Advisor to Consolidated Claims Group, a leading insurance claims services provider, on its recapitalization with Carousel Capital. Advisor to Execu|Search Group, a leading recruitment and staffing company, on its recapitalization with New Heritage Capital. Advisor to The Medicus Firm, a leading healthcare staffing firm, on its sale to M3 USA. Advisor to Partners in Leadership, a premier provider of accountability and culture change training services, on its recapitalization with Hammond, Kennedy, Whitney, & Company, Inc. Advisor to J.S. Held, Inc., a leader in the property insurance and loss consulting market, on its recapitalization with Lovell Minnick Partners LLC. Advisor to IQNavigator, Inc., a leading provider of contingent workforce solutions, on the divestiture of its managed services provider division to MSX International, Inc. Advisor to ArcaTech Systems, a global provider of cash automation and payment technologies, on its acquisition of CTS Electronics S.p.A. Advisor to VitalSmarts, LC, a leader in the global corporate training and leadership development market, on its recapitalization with an affiliate of Providence Equity Partners LLC. Professional and Personal Affiliations Member and former President of ACG Charlotte. Trustee of the Make-A-Wish Foundation of Georgia and the Make-A-Wish Foundation of Iowa. Former Trustee and Board Chairman of Trinity Episcopal School. Trustee of Charlotte Latin School. Education & Certifications University of Chicago, the Booth School of Business: MBA, Finance and Accounting (with highest honors) University of Virginia: BA, Economics Series 7, 24 and 63 Investment Banking Representative and General Securities Principal
Wendy serves as the US Family Enterprise leader. In this role, she works closely with first generation and multi-generational owned businesses and their owners to help them identify and navigate the unique characteristics and needs of family enterprises. Wendy also partners across all of the functions to identify service offerings most relevant to family enterprises. Additionally, she contributes to thought leadership efforts to differentiate Deloitte’s Family Enterprise practice and enhance our brand in the US and global marketplace. Wendy also leads the Private Wealth Tax sector of the Investment Management industry practice. In this role, she works with colleagues nationally to develop and deliver innovative tax offerings related to income, gift, and estate tax planning matters for Private Wealth clients. Her clients include family offices, investment vehicles, closely-held operating businesses, and ultra-high net worth families who have complex investments both in the US and abroad.