Go or Grow?
Please join us for an informative discussion on navigating the decision facing many business owners today – is it time to sell your business, or should you continue to invest in growing shareholder value? Transitioning out of a business is probably the most important financial decision that a business owner will make during his or her lifetime. Statistics continue to show that while succession planning is considered to be a high priority for business owners, many have not planned appropriately.
Tuesday, October 5, 2021
2 PM ET | 11 AM PT
This webinar will provide valuable insights that will help you make the decisions that are best for you, your family and the business, regardless of what stage you are at in the lifecycle of your business or what your current strategic priorities might be.
Topics that will be addressed include:
- Current M&A environment
- Current lending environment
- Update on recent tax proposals – both income and estate
- How to leverage excess cash to drive shareholder value
- Tips on how to prepare for a transaction
Speakers include Melissa McCarthy, Managing Director and Head of the Corporate Advisory Center, PNC; Jonathan Lander, Senior Vice President and Senior Wealth Strategist, PNC Private Bank HawthornSM; and Bill Watkins, Managing Director, Harris Williams. Moderators include Mark Buxton, Senior Vice President and Wealth Strategist Regional Manager, PNC Private BankSM; and David Shaw, Publishing Director, Family Business Magazine.
Managing Director and Head of the Corporate Advisory Center, PNC
As the leader of the Corporate Advisory Center, Melissa drives the continued development and coordinated delivery of PNC’s numerous advisory capabilities. In this role she supports PNC’s Corporate Banking and Private Bank teams across the country in delivering insights, analysis and tailored advice to our privately held businesses and their owners. These capabilities and insights are structured to support our customers in aligning their corporate, personal and family goals. The PNC team is focused on helping our customers drive shareholder value, as well as prepare for various exit and liquidity events.
A native to the Columbus market, Melissa has spent the last 18 years in various Corporate Banking relationship management and leadership roles, focused on supporting clients across the Midwest. Throughout her career, Melissa has worked with businesses from $20 million in revenue to $150+ billion, giving her vast knowledge across both privately held and publicly traded corporations. With her strong corporate finance and capital markets background, Melissa is able to incorporate analytical insights into the conversation as her clients consider various strategic priorities.
Born and raised in Columbus, Ohio, Melissa went on to earn her Bachelor of Business Administration with a double major in Finance and Marketing from Ohio University in June 2003. She holds her series 79 and 63 Licenses. She is actively engaged in the local community through volunteer and board engagement.
Senior Vice President and Senior Wealth Strategist, PNC Private Bank Hawthorn
Managing Director, Harris Williams
Bill has more than 30 years of investment banking and corporate finance experience. He has completed a range of financial advisory assignments including mergers and acquisitions, leveraged buyouts, and capital raises on behalf of private equity firms and public and private companies in several industries.
Prior to joining the firm, Bill was a managing director with National City Capital Markets Investment Banking Group, where he provided investment banking services within the Industrial Group. His previous experience also includes mergers and acquisitions advisory with Piper Jaffray, as well as leveraged finance and general capital raising with Heller Financial’s Corporate Finance Group and Bank of America via its acquisition of Continental Bank.
Bill earned an M.B.A. with concentrations in Finance and Operations Management from the University of Chicago Booth School of Business and a B.S. in Business from Indiana University, Bloomington.
He is a board member of Achievement Centers for Children and Lake Erie Nature & Science Center.
Bill lives in the western suburbs of Cleveland with his wife and two children.
Senior Vice President and Wealth Strategist Regional Manager, PNC Private Bank
Publishing Director, Family Business Magazine