DeVoe M&A+ Succession Summit

San Francisco, California  |  June 21 - 22, 2018

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


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DeVoe M&A+ Succession Summit appreciates the support of our 2018 sponsors & speakers.

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Highlights from the 2017 M&A+ Succession Summit in Miami

 Vic Esclamado - DeVoe & Company, David DeVoe - DeVoe & Company

Vic Esclamado - DeVoe & Company, David DeVoe - DeVoe & Company

2017 Topics includeD:

  • Major Trends and How They Will Impact You
  • A Panel of Seasoned Acquirers, Including Mercer and CAPTRUST
  • Valuation and Deal Structure in Today’s Market
  • Leveraging Financing to Optimize a Transaction
  • A Discussion with the Founders and Their Successors:
  • One-on-One Meetings with Experts

 

 Rush Benton - CAPTRUST, Richard Feldman - Investor Solutions, Dave Barton - Mercer

Rush Benton - CAPTRUST, Richard Feldman - Investor Solutions, Dave Barton - Mercer

 

2017 SPEAKERS:

•    Elliot Weissbluth - CEO, HighTower Advisors
•    David Barton – Vice Chairman, Mercer Advisors
•    Rush Benton – Strategic Director, CAPTRUST
•    Brent Brodeski – CEO, Savant Capital Management
•    John Turner– Senior Loan Officer, Live Oak Bank
•    Frank Armstrong – CEO/Founder, Investor Solutions
•    Richard Feldman – Managing Partner, Investor Solutions
•    Jack Firestone – President, Firestone Capital Management
•    Carlos Carbonell – Principal, Firestone Capital Management
•    Vic Esclamado - Managing Director, DeVoe & Company
•    Francine Miltenberger –  Managing Director, DeVoe & Company
•    David DeVoe – Managing Partner, DeVoe & Company

 David DeVoe - DeVoe & Company,  Francine Miltenberger - DeVoe & Company

David DeVoe - DeVoe & Company,  Francine Miltenberger - DeVoe & Company