A business transition can be the most significant financial decision you ever make—it shouldn't be cloaked in
confusion. A host of experienced professionals from the M&A world will address your concerns and bring clarity to
the process. Learn key factors which influence value and steps you can take to streamline the process.
FEATURED PRESENTERS AND AGENDA
• Opening address
• Panel discussion, facilitated by Ann Hanna of Taureau Group
ANN HANNA
Managing Director &
Owner
Taureau Group, LLC
ANTHONY CAVALCO
President & CEO
TruVenture Composites
LLC
COREY VANDERPOEL
Managing Director &
Owner
Taureau Group, LLC
MICHAEL DANIELS
President & CEO
Nicolet National Bank
STEVE ELIAS
President
BAYCOM, Inc.
• Breakout sessions (choose one):
– Increasing value before and during the sale
– Limiting your post-closing liability: insurance before and after the deal
– Integrating cultures upon a transaction
– Expanding through acquisition
October 16 | 2:30 – 5 p.m.
Bridgewood Resort Hotel & Conference Center, 1000 Cameron Way, Neenah
Registration begins at 2 p.m. | Reception to follow
This forum is geared toward business owners and executive management. There is no cost to attend.
Register at insightonbusiness.com/events/ma.
FACT OR FICTION, TAKING
THE MYSTERY OUT OF M&A
Register at insightonbusiness.com/events/ma
Presented by:
2018 Mergers and Acquisitions Forum
In partnership with:
Moderator Panelist Panelist Panelist
Steve Elias
President, BAYCOM,
Steve brings more
expertise to his
operational efficiency
Hired in 1991,
account executive
company in 2007
Owner. After almost
OwnersEdge, a
companies as
During his time as owner, Steve tripled the
to support growth. This began with the start-up
wireless internet company that provided internet
Wisconsin. Over the next six years, Steve
acquisitions of similar communications companies
footprint in Wisconsin. The latest acquisition
launch pad in the metro Milwaukee area and
and Southeast Wisconsin.
Prior to his role as president and owner of
Motorola Solutions where he was engrained
focus and the future is bright. Steve holds
from Lakeland University in Sheboygan, WI.
Advisory Council. Under Steve's leadership,
recognition year after year for sales and service
Panelist