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Preparing for and Executing an M&A Transaction


Date: April 27, 2023

Time: 7:30AM - 9:30AM (EST)

Contemplating the sale of your company? Yes? No?  Did you know that whether or not you’re contemplating a sale, you should always be operating your business as though IT IS for sale. Are you ready?

Join middle-market peers and advisors for this interactive discussion focused on preparing for and executing an M&A transaction. At this session, you will hear from advisors who will bring you up to speed on the nuances of optimizing your operations for sale by discussing the legal, tax, accounting, and investment banking best practices related to an exit or change in financing.



Kurt R. Steinkrauss is the Chair of Mintz's Closely Held Business Group and Co-chair of the Private Equity Practice. He helps individuals and families implement successful estate planning strategies. Kurt also handles a variety of corporate and employment matters.

Andrew Cain


Partner, Mirus Capital Partners

Richard Mastrocola


CEO, Tonneson + Co

Caroline B. McKay


Managing Director, CIBC Private Wealth