The Changing Tides of M&A Transactions: Key Considerations and Best Practices

After the past 18 months of exceptionally strong market conditions, there is currently a lot of uncertainty in the marketplace and many private business owners are wondering: Is now still the right time to sell my company?
To get an informed and balanced opinion regarding how to secure the future of your business, join M&A experts Robert Goldsmith (Northern Edge Advisors) and Amy Moss (Chamberlain Hrdlicka) as they delve into the current landscape of middle market M&A transactions. Speakers will explore significant considerations surrounding the process of successfully selling a private company and provide practical strategies to weather potential obstacles.

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Shareholder M&A Veteran Corporate Law Expert Chamberlain Hrdlicka
As a shareholder in Chamberlain Hrdlicka’s Houston office, Amy Moss represents public and private companies in a broad spectrum of corporate transactions, with an emphasis on mergers and acquisitions, restructurings, private placements, public offerings and the cost effective representation of venture capitalists, private equity funds, entrepreneurs, start-ups and emerging technology companies. Amy’s experience extends to all types of general corporate matters, often serving as outside general counsel to her clients. Such clients span a diverse range of industries, including oil and gas exploration and production, oil field services, funeral and cemetery operations, technology, software, travel, healthcare, bioscience and medical technology and clean energy. Amy has served as an advisor to clients with all types of M&A transactions, including mergers for cash and stock, forward and reverse triangular mergers, sales of assets, sales of stock, joint ventures, recapitalizations, roll-up transactions, exchange offers and restructuring transactions.

Founder and President M&A Veteran Trusted Advisor Northern Edge Advisors LLC
Bob Goldsmith founded the predecessor to Northern Edge in 2006, developing its unique advisory model, building a talented team of experienced professionals and establishing offices across North America. Bob brings thirty years of business ownership and management experience to his role and focuses on the development of new client relationships, advising private business owners in their evaluation of alternatives, engagement with the broader business community. In addition to his leadership responsibilities at Northern Edge, Bob dedicates significant time towards sharing his comprehensive insights obtained over the past fifteen years on the dynamics in the M&A market for private companies and advising entrepreneurs and families on their strategic and financial options. He is a sought-after speaker on the important issues facing private business owners, and he is a published author and contributor to major publications.