Dbriefs
24 Aug.

Private company M&A update: Strike while the iron is hot?

Private Companies

Tuesday, 02:00 p.m.  ET | 1 hr
Credits offered: CPE Event language: English

Participants will hear about key developments for private companies in M&A, debt, and capital markets and explore possible tax implications for their upcoming transactions.

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Key takeaways

Host: Kevan Flanigan, principal, Deloitte Transactions and Business Analytics LLP
Presenter: Phil Colaco , John Deering, and Lindsay Wietfeld

1 Overview CPE credit | Specialized knowledge

Private company M&A transactions continue to surge, given the looming possibility of tax reform. What are important considerations for owners and operators? We’ll discuss:

  • M&A market snapshot, including the pent-up supply of some companies ready to go to market, the rise and increasing flexibility of private equity, and how nonbank players are driving debt market activity
  • Tax reform update, including potential legislative timing, effective dates, and rate changes
  • Practical deal considerations, including timing, virtual and quasivirtual due diligence, transaction bottlenecks, and transaction and purchase agreement structuring

Meet the speakers

Kevan Flanigan

Kevan Flanigan

Principal | Deloitte Corporate Finance LLC

Kevan is the US Deloitte Private Risk & Financial Advisory leader and also serves as the US Automotive Industry Sector leader for Deloitte’s Risk & Financial Advisory practice. Based in Los Angeles, Kevan has served automotive OEMs and Tier 1 and 2 suppliers as well as automotive aftermarket companies. He has extensive investment banking and financial advisory experience, spanning acquisition, capital raising, and the sale or divestiture process. Kevan previously served as the National Managing Director of Deloitte Corporate Finance LLC, the investment banking subsidiary of the US firm, and a leading provider of investment banking services to the global mid-market. He also served as the Vice Chair of Deloitte Transactions & Business Analytics, and a member of the Board Council to the Deloitte US Board of Directors.

Phil Colaco

Phil Colaco

CEO | Deloitte Corporate Finance LLC

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

Lindsay Wietfeld

Lindsay Wietfeld

Tax Partner | Mergers & Acquisitions (M&A)

Lindsay is a tax partner in Deloitte Tax LLP’s M&A Transaction Services practice based in Chicago. She has more than 15 years of experience in public accounting, and she spent the last nine years exclusively serving Deloitte’s M&A practice. Lindsay has assisted clients with significant corporate transactions, acquisitions of closely held companies, multijurisdictional due diligence projects, corporate restructuring, and divestiture planning. Her transaction experience spans a wide range of industries including consumer and industrial products, manufacturing, financial services, and transportation/logistics, and she focuses much of her time on corporate/strategic clients. Lindsay also has experience assisting clients in assessing various tax structure alternatives and analysis of tax benefits.

John Deering

John Deering

Managing Director | Deloitte Corporate Finance LLC

John is a managing director with Deloitte Corporate Finance LLC (DCF). John has more than 25 years of experience advising clients on their capital structure options and financing needs. Prior to joining DCF, John served as a managing director and partner at McColl Partners, LLC. There he served as the head of the firm's Private Capital Solutions Group, which raised over $6.0 billion for its clients during a ten-year period. His transaction experience includes raising senior, mezzanine, and equity linked notes for growth-oriented companies in the retail, consumer products, defense and aerospace, business services, industrial, health care, and technology industries. Prior to McColl Partners, John worked in the investment banking group at a nationally recognized investment bank. Experience Advisor to MediGain, a global provider of healthcare revenue cycle management solutions and analytics, on its growth capital raise Advisor to HealthSCOPE Benefits, a leading third-party administrator, on its management buyout and mezzanine debt-financing Advisor to Marena Group, a leading post-surgical compression garment manufacturer, on its mezzanine debt recapitalization Advisor to Integrated Healthcare Solutions, a leading provider of healthcare information and technology solutions, on its growth capital raise Advisor to AirBorn, a leading full-service electronic interconnect manufacturer serving the defense and aerospace industry, on its senior and subordinated debt recapitalization Advisor to Key Impact Sales, a leading foodservice sales and marketing agency, on its minority equity recapitalization Advisor to Brady Industries, a leading janitorial supply and commercial laundry services company, on its senior debt refinancing Advisor to Turner Industries, one of the largest maintenance contractors in the US, on its senior debt financing Advisor to Level Four Orthotics & Prosthetics, Inc. on its growth capital raise Education & Certifications Miami University, Ohio: BS, Finance Transactions presented may include transactions for which DCF professionals provided services while employed at McColl Partners LLC.

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Tuesday, 24 Aug 2021 02:00 p.m. ET
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