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.


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 chief executive officer of Deloitte Corporate Finance LLC (DCF), Deloitte’s National Investment Banking practice in the United States, which is one of the leading M&A advisors to the middle market. Phil also leads DCF's Business Services Group. Prior to joining DCF, he served as a managing director and co-founding partner at McColl Partners LLC and led the firm's Financial and Business Services Group. 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. Experience Advisor to Bankers Healthcare Group, Inc., a leading full-service commercial loan provider to healthcare professionals nationwide, in its minority investment from Pinnacle Bank, a subsidiary of Pinnacle Financial Partners, Inc. Advisor to ArcaTech Systems, LLC, a global leader in cash automation and payment technologies, on its acquisition of CTS Electronics S.P.A. and five related entities, collectively a global provider of cash, check, and card automation technologies based in Ivrea, Italy Advisor to IQNavigator, Inc., a portfolio company of GTCR LLC, on the sale of its managed services provider division to MSX International Inc. Advisor to VitalSmarts, LC, a global corporate training and leadership development firm, on its sale to PCDHC, a subsidiary of Providence Equity Partners Advisor to Pinnacle Mortgage, a mortgage banking firm, on its sale to Universal American Mortgage, the mortgage banking subsidiary of Lennar Corporation Advisor to The Delta Companies, a provider of healthcare staffing services, on its sale to Mitsui & Co. Advisor to General Information Services, a leading talent acquisition and onboarding solutions provider, on its strategic alternatives review and senior debt financing Advisor to Career Step, a leading online training company, on its recapitalization with DW Healthcare Partners and BB&T Capital Partners Advisor to Omega Training, a leading defense staffing and training company, on its sale to Cubic Corporation Advisor to Bryant & Stratton College, an established postsecondary school, in its recapitalization with Parthenon Capital Partners Advisor to esmartloan.com, a leading online mortgage company, on its sale to Capital One Professional Affiliations Member and former President of ACG Charlotte Chairman of the Board of Trustees of Trinity Episcopal School Serves on the Board of Directors of the Make-A-Wish Foundation of Central and Western North Carolina Education & Certifications University of Chicago, Booth School of Business: MBA, Finance and Accounting University of Virginia: BA, Economics Transactions presented may include transactions for which DCF professionals provided services prior to joining Deloitte Corporate Finance LLC.

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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