Learn the latest trends and techniques
Network with peers and experts

Craft your plan



Come join us to learn from the most experienced M&A and Succession experts in the industry. The M&A+ Succession Summit is a great opportunity to learn about the fundamentals of transition planning and take your plan to the next level.

Attendee List

Slides

Topics:

  • Trends and Techniques
    • Major Trends and How They Will Impact You
    • Strategic Planning for M&A / Succession
    • Round Table - Trends in the Industry
    • Blind Spots that Can Destroy Your Firm
  • Succession Planning Building Blocks
    • Passing the Baton: A Discussion with Founders and Their Successors
    • Valuation / Leveraging Financing to Optimize a Transaction
    • Critical Decisions: Management vs Governance
  • M&A Insights
    • Lessons from the Experts: Seasoned Acquirers Share Their M&A Experience
    • Ideal Candidate Profiles - How to Find the Perfect Match
    • Valuation and Deal Structure in Today's Market

Speakers (So far - more are being announced each week):

  • Mark Tibergien - CEO, Pershing Advisor Solutions
  • Tim Kochis - Special Advisor, DeVoe & Company
  • Jason Carroll - Managing, Live Oak Bank
  • David DeVoe - Managing Partner of DeVoe & Company

 

Agenda:

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  Four Seasons Hotel - San Francisco

Four Seasons Hotel - San Francisco

Travel:

DeVoe & Company is excited to host the 2018 M&A+ Succession Summit at the Four Seasons Hotel in San Francisco
Address: 217 Stevenson Street, San Francisco, CA 94103

Opps - can you add the phone number. Sorry I deleted it.

Can you also add the blurb on airport travel please.

Hotel options near by:

Four Seasons Hotel: (on site) - Approximately $599 - 217 Stevenson Street, San Francisco, CA 94103  (415) 633-3636         

W San Francisco: (5 min walk) - Approximately $409/night - 50 3rd St, San Francisco, CA 94103   (415) 974-6400

Marriott Marquis: (2 min walk) - Approximately $329/night - 780 Mission St, San Francisco, CA 94103   (415) 896-1600

Park Central: (2 min walk) - Approximately$297/night - 50 3rd St, San Francisco, CA 94103   (415) 974-6400

Hotel Zelos: (4 min walk) - Approximately $263/night - 780 Mission St, San Francisco, CA 94103   (415) 896-1600

 

Parking Options for your Consideration: Valet at Four Seasons = $65 (up to 24 hours); Jesse Square Garage = $35/day (223 Stevenson St.)


DeVoe M&A+ Succession Summit appreciates the support of our sponsors and speakers.

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