Acquisitions: Best Practices & Pitfalls

Jeff has focused his career on providing accounting, auditing and consulting services to privately held companies and not-for-profit organizations. His experience includes furnishing compliance services such as audits; providing due diligence and investigation services related to business acquisitions; performing fraud investigations; developing and compiling projected and forecasted financial statements; and evaluating, selecting and implementing information systems for companies.

Brian joined S&T Bank in December 2015 as senior vice president, commercial banking C&I team manager in the Pittsburgh region. In this role, Brian is responsible for leading the Middle Market/C&I Group for S&T Bank in Western Pennsylvania. The group partners with current customers and establishing new business relationships with organizations to strengthen S&T Bank’s presence throughout the region. Brian joined S&T Bank with several years of banking experience largely centered in corporate and institutional banking.

Tecum Capital is a multi-strategy investment firm based in Pittsburgh, with over $450 million in assets under management. The firm has 30 active investments and is seeking new platform and add-on investments. Tecum partners with sponsors, family offices and management teams and leverages operational expertise. Matt serves on several company boards, and prior to co-founding Tecum Capital, he served as vice president of F.N.B. Capital in Pittsburgh.

Kenneth Moritz is president of Stonewood Capital Management Inc., a Pittsburgh-based private equity group focused primarily on management-led buyouts of manufacturing, assembly and distribution companies. He has experience in business operations, as well as in structuring, financing and executing strategic transactions. He has helped management teams through post-acquisition transitions and assisted managers with product line extensions, identifying acquisition candidates, plant expansions and other strategic growth initiatives.

Greg Cessna, CEO of Consumer Fresh Produce, Inc. and Extrel CM, has led publicly traded and privately held companies for 30 years.  Greg has successfully completed 15 strategic acquisitions and mergers.  In 2005 Greg founded Northbound Consulting to coach and mentor family business leaders in succession planning, strategy and business analytics.  Today, Greg sits on several boards of privately held companies and non-profits.