Larry Weinberg - C/o Cassels
John Dehart - Hartify
Mickey Lungu - Cassels, Brock & Blackwell LLP
Jeremy Holland - The Riverside Company
Alan Chettiar - Firepower Capital Corporation
Darin Kraietch - GSD Consultancy
Welcome and Introductions by Sherry McNeil CFA President, and Larry Weinberg, CFA General Counsel and Virtual Event Chair
The purchase and sale process has several key building blocks and phases that are helpful to understand before engaging in it. This is an introduction to the fundamentals of mergers and acquisitions in the context of a franchisor or multi-unit franchisee. The panel will review the process, identify the key stakeholders, discuss due diligence, and provide insight into how to best prepare for a transaction, whether on the sell side or buy side.