Successfully Managing Private Ownership Transitions in Today’s Markets
Free Webinar
Tuesday, December 9th
9:00 - 10:00 a.m.
Zoom link will be sent prior to the event.
This panel discussion will cover highly relevant topics for private companies as they consider ownership changes.
Valuation of your company is critical for accessing capital on the most favorable terms. Whether you are considering generating liquidity for estate planning purposes or looking for capital to grow your business, this panel discussion will have answers for you. The panelists have decades of experience working with private companies as they navigate these issues and what happens once the deal closes.
Topics to be covered:
- Market trends affecting the valuation of private companies; maximizing your valuation.
- Unlocking liquidity: growth capital, minority investments, ESOPs, recapitalization
- Avoiding Pitfalls: tax, estate, and succession planning
- What happens after a deal?
Panel Presenters
Panel Moderator: Steve Kirkpatrick, Managing Director, Cypress Associates. Cypress Associates is a nationally recognized investment bank assisting middle-market clients with mergers and acquisitions, private placements, and restructuring and reorganizations.
Mike Sweeney is Co-Chair of Stevens & Lee New England and leads the firm’s M&A practice in that region. He regularly handles mergers, sales and business acquisitions, recapitalizations and debt and equity financings for leading companies in the manufacturing and distribution, insurance, banking, trust and financial services, and technology and e-commerce industries.
Robert Mancini, VP, Senior Private Client Advisor, Washington Trust Company. Bob is responsible for serving and advising a national client base at Washington Trust Wealth Management.
Joseph Quattrocchi, Partner, Audit Services Group, KLR. Joe is the Growth and Transition Services Practice Leader. Joe has over 15 years of experience in mergers and acquisitions, due diligence, quality of earnings analysis and pension plan auditing. 
Barry Eyre, Managing Director, Cypress Associates. Barry co-heads Cypress Associates' New England Practice. He focuses on middle-market M&A and capital raising across a range of industries.
Date and Time
Tuesday Dec 9, 2025
9:00 AM - 10:00 AM EST
Location
Online
Fees/Admission
Members - Free
