True North: Navigating the Process of Selling Your Business
Presented By: EdgePoint Capital Advisors
Three entrepreneurs explore their journeys of selling businesses to private equity, strategic and third-party buyers. They’ll explain how the deals came together, as well as how to identify — and overcome — common mistakes when structuring, negotiating and closing middle-market M&A transaction.
Moderator:
Founder & President
EdgePoint Capital Advisors
Tom is the President and Founder of EdgePoint Capital, a boutique investment banking firm based in Cleveland. Since EdgePoint’s founding in 2000, Edge Point has completed more than 275 domestic and international middle market M&A transactions totaling more than $1 billion in transaction value.
Tom has over 25 years of transactional experience including an active and dynamic role in a family business. He was recently honored nationally by M&A Atlas awards as the 2018 Boutique Investment Banker of the Year, and by Smart Business publications as a Smart 50 leadership award winner. Tom is also an active civic leader and participates on several for profit and not-for-profit boards.
Panelests:
Senior Managing Director
CBIZ CMF (Transaction Support Services)
Tom leads CBIZ’s national Private Equity & Advisory practice focused on transactions and transitions in the middle market. His group has advised over 250 private equity funds and 1,200 companies. He has been a guest on Bloomberg Radio and Small Business Radio and quoted in numerous publications, including WSJ and Mergers & Acquisitions.
Founder & former CEO
Environmental Management Specialists, Inc. (EMS)
Jon started EMS out of his basement in late 2000 as a one-person waste brokerage. After growing the business to 190 people providing emergency response and environmental remediation services from 11 locations across the Midwest, Jon was approached in 2018 by private equity owned HEPACO about acquiring EMS. The acquisition was completed this past December. Jon now serves as a board member and Chief Development Officer of HEPACO.
Former President & CEO
EBO Group, PT Tech & Transmotion Medical
Ryan Yerkey is vice president — Operations & Strategy for Cleveland Electric Laboratories, a family-owned provider of industrial thermocouple products, turbine engine testing and instrumentation, fiber optic sensing solutions and engineering services. He previously was president and CEO of EBO Group’s PT Tech and AeroTorque, a premier designer of industrial clutches, brakes and power takeoffs used in specialty equipment for a number of industries. In 2017, he successfully managed the sale of the business to The Timken Co.
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