So, You Want to Buy a Company? How to Identify Targets, Manage the Process, and Overcome Obstacles

Ron Majka is head of Middle Market/Asset-Based Loan Syndications at The Huntington National Bank. He has 23 years of experience in loan syndications and commercial banking, and extensive experience in financing mergers and acquisitions for his middle-market clients.  His experience includes the structuring and syndication of over $10 billion in multibank financings for Midwestern-based middle-market companies.   

David E. Costa is a practicing attorney and is president and CEO of private equity fund Windsor Industrial Services LLC. Windsor has three portfolio companies — two in Canada focus on sophisticated metal fabrication, building assembly line equipment for domestic and European automotive OEMs in North America, and a U.S. portfolio company that provides structural steel to the residential and commercial construction industry in Southeast Michigan. 

Jay is a Managing Partner and Co-Founder of O2 Investment Partners, a leading private equity firm focused on partnering with successful founder and family owned businesses in the lower middle market. Since 2010, he and the O2 team have invested in excess of $110 million in equity in more than 25 businesses in North America.  

Bill is a Member of Dickinson Wright PLLC and has been representing buyers and sellers of businesses for over 25 years.  As a trusted advisor and experienced negotiator, Bill has successfully closed an extensive list of M&A transactions across a broad spectrum of industries including automotive, snack food, healthcare and consulting, among others.  Typical deal values range from a few million to several hundred million dollars.  

Jatinder-Bir “Jay” Sandhu is CEO at NYX. He manages the operations of all facilities and 2000-plus employees. He was previously CFO, during which time NYX completed and integrated eight acquisitions. He has played a key role in developing and implementing product strategy, operating systems and management culture during the company’s growth from a $2 million business in 1989 to a $400-plus million enterprise.