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M&A Event: How to Assemble Your Deal "A-Team"

09/19/2019 Ely Friedman & Keith Carlson

Whether buying or selling a company, your strategic advisory team works as the guiding force behind the transaction. The formation of your team is instrumental in making sure you are protected at all ends of the deal. Join us on Thursday, September 19th as we hear from a panel of experts including; Steve Lee, Principal at Oswald, Keith Carlson, Managing Director at VonLehman CPA & Advisory Firm, and David Zimmerman, Partner at Taft, who will discuss their experiences and best practices when buying or selling a business. Additional panelists, Jon Dill, Operating Executive of Orchard Holdings, and Andrew Simon, VP of Corporate Development & Transformation at Health Carousel, will present on a strategic advisors perspective.

Learning Objectives

  • Importance of preparing before you buy/sell
  • Understanding market trends
  • Key legal considerations of buyer/seller
  • What team members you need to be successful


8:00 am Registration/Networking
8:30 am Keynote Speakers – Jon Dill, Operating Executive at Orchard Holdings, and Andrew Simon, VP of Corporate Development & Transformation at Health Carousel
9:00 am Panel Discussion/Q&A
10:00 am Conclusion of Event

Event Details

Date & Time

09/19/2019, 8:00 am - 10:00 am


Taft Center at US Bank Towers
425 Walnut St.
Cincinnati, OH

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