Anatomy of a Deal: A 360-degree look
Presented By: BNY Mellon Wealth Management
How did the CEO of a healthcare company leverage a single liquidity event to supercharge his business and grow from $30 million to more than $200 in five years? Hear from the CEO and his team of advisers as they break down the thought process that went into developing — and executing — the transaction in this special anatomy of a deal roundtable.
Moderator:
Wealth Director
BNY Mellon Wealth Management
Carly is a wealth director for BNY Mellon Wealth Management. In this role, she is responsible for new business development and works with individuals, families and nonprofit organizations to identify how BNY Mellon Wealth Management’s investment and planning capabilities can help them reach their overall financial goals. Specifically, Carly specializes in working with business owners, professionals and executives, identifying the appropriate firm resources that address their specific needs, thereby allowing them to focus their energies on the demands of their own business.
Panelests:
Founder and CEO
Graham Healthcare Group
Arnie is the founder and CEO of Celtic Healthcare Inc. and Graham Healthcare Group, a leading post-acute, hospice and home health care provider in Pennsylvania, Illinois and Michigan. He has served in this leadership capacity for over 20 years, and has led the company through significant growth by utilizing technology to improve the efficiency and cost effectiveness of business processes and through a strategic merger and acquisition strategy, which included a joint venture with Allegheny Health Network.
Partner
Jones Day National Tax Practice
Fran’s practice centers on advising family offices and middle-market privately held business owners on a range of entity structure, transaction and tax issues. He advises on the form of business entity and structure of business acquisitions and dispositions to minimize federal income tax consequences. Fran works with leading privately owned investment and insurance advisory services firms; infrastructure, wood products, and middle-market manufacturing companies; health care providers; and real estate developers.
Vice President, Wealth Strategy
BNY Mellon Wealth Management
As a wealth strategist, John provides comprehensive wealth and estate planning advice to address the unique financial needs of wealthy individuals, families and private business owners. This includes developing innovative strategies in wealth transfer in philanthropy, cross-border planning, analytics and ownership structures to maximize clients’ global wealth after taxes and across generations. He has over 10 years of wealth and tax planning experience. Most recently, he was with a large international law firm.
Presented By
