Mergers & Acquisitions Forum hosted by Citizens Bank
Date and Time
Tuesday Mar 12, 2024
4:00 PM - 6:00 PM CDT
Tuesday, March 12, 2024
4:00PM Registration
4:30PM – 6:00PM M& A Panel Discussion
Location
Morningstar Golfers Club
S77W26286 Prairieside Dr
Waukesha, WI 53189
Fees/Admission
No cost to attend. Please register by March 4 at https://www.citizenbank.bank/ma-forum
Two drink vouchers per person plus appetizers courtesy of Citizens Bank.
Description
You’ve worked hard to get your business where it is today.
But, what does the future hold?
Do you have a plan for when it’s time to transition to the next step?
Join Citizens Bank for a panel discussion to explore strategies to preserve your legacy.
Panel consists of the following experts in their fields:
- LeAnne Foster – LF Advising
- LF Advising focuses on sell-side and buy-side merger and acquisition services for privately held companies.
- Mike Wirth – Copper Truss Capital
- Copper Truss Capital Partners is a private investment firm focused on family and founder owned companies.
- Eric Strebe – ESOP Partners
- ESOP Partners helps closely held companies transition to employee ownership and advises existing ESOPs.
- Eric Olson – AVP of Business Banking at Citizens Bank, panel moderator
