M&A in Motion in Atlanta

Most of the decisions that determine what a business sells for get made long before anyone calls a banker. This is a focused afternoon about those decisions — deliberately small, deliberately not a lecture. Short sessions, an owner case study, and a closing panel where the banker, the attorney, the transaction accountant and the wealth advisor answer your questions in the same room, followed by dinner.

What we will cover

• What buyers value, and how owners can improve business value and transferability
• Legal and deal-structure decisions to address before an LOI
• Tax, estate and personal wealth planning before and after a transaction
• How the owner's advisory team works together to produce the best overall outcome

What you will walk away with

Speakers

Mitesh Patel, Esq.

Principal and Founder, Blue Sky Law

Mitesh advises on middle-market business sales in the $10M–$150M range, across industrial, technology and business services. He founded Blue Sky Law in Atlanta and works with owners through the full arc of a transaction, from pre-sale planning to close.

Aron Bohlig

Managing Partner, ComCap

Aron founded ComCap in 2012 and has 23+ years in finance and technology, advising on billions in M&A and financing transactions across AI, e-commerce, SaaS and digital media. Previously senior roles at Credit Suisse, Savvian and Investec. MBA, Wharton.

LinkedIn

Andrew Sickinger

Managing Director, ComCap

Andrew focuses on deal execution across vertical SaaS, digital transformation and tech-enabled services, with 10+ years of investment banking experience and 30+ advised transactions. Previously VP M&A at Goldman Sachs and VP at Moelis & Company. MBA, Cornell.

LinkedIn

Cody Hilbun, CEPA®, PWA

Managing Director, Bespoke Capital

Cody advises business owners on the wealth, tax and estate side of a transaction — what the number needs to be, and what life looks like after the sale. A Certified Exit Planning Advisor and Private Wealth Advisor, he runs owner-education programmes in the Atlanta market.

Daniel Pakkala, PWA, AAMS®

Wealth Manager, Bespoke Capital

Daniel helps privately held business owners become financially independent of their businesses around a sale or other liquidity event — liquidity, tax-aware wealth planning, estate strategy, and deal-team coordination. He was previously a Director at an Atlanta M&A advisory firm. BBA, Kennesaw State.

Barry Rieger, CPA

Partner & Managing Director, Transaction Advisory Services, Aprio

Barry advises private equity firms, investment bankers and middle-market business owners across government contracting, technology and manufacturing. He leads financial due diligence and quality-of-earnings work, and helps owners understand how buyers will assess their business well before a sale.