Mergers & Acquisitions Form hosted by Citizens Bank
Date/Time
3/12/2024 4:00 PM - 6:00 PM Central
Sponsors
Event Type(s)
Member Event
Event 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
Location
Morningstar Golfers Club S77W26286 Prairieside Dr Waukesha, WI 53189