• FPA of Miami

April 24th M&A Panel Set

Updated: Apr 13, 2018

On Tuesday, April 24th the FPA of Miami will be hosting a joint dinner event with the ACG (Association of Corporate Growth) from 5:30 - 8:00 PM at the premiere law firm of Holland & Knight LLP (H&K), located at 701 Brickell Ave, 33rd FL.

The first presentation will be a moderated panel of top M&A professionals in the Miami market that will explore the nuances of buying and selling a business from multiple perspectives. Representing the legal advice perspective will be Aaron Slavens, Partner in the M&A practice at H&K; representing the private wealth management perspective is Richard Weaver, National Director of Bernstein's Wealth Strategies Group; representing the investment banking & private equity perspective is Phil Cassel, Director at Cassel Salpeter & Co.; and representing the insurance advice perspective is Adam Lickstein, Assistant Vice President at Aon Risk Solutions. Together, the panel will jump into educating FPA & ACG members on their work in the M&A world, what advisors should know when clients are looking to sell their businesses, how buyers and sellers connect, strategic vs. financial buyers, trends in P/E and capital raising, reps & warranties insurance, pre-transaction planning, and more. This promises to be a panel our members cannot miss!

Also, following the M& panel will be a subsequent presentation on tax residency & domicile from Patrick Emans, Associate & Attorney at H&K specializing in private client tax planning. The event is limited to first 80 registrants. Plenty of networking opportunities. Hope to see you there!

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