As signaled by the recent mega Mars-Kellanova deal, major food makers are poised to accelerate M&A in 2024. An abundance of “dry powder,” strong corporate balance sheets and the anticyclical nature of food and beverage products position the sector for strong M&A activity.
Does this mark a significant change from the food and beverage sector focus on so-called “bolt-on” transactions? Have we finally turned the corner on a market in 2023 that had its share of headwinds, driven by rising capital costs, and an abundance of caution in due diligence?
Join* the conversation along with CFBN and a panel of experts on October 9th on what lies ahead in the food & beverage M&A market for the balance of 2024 and into next year. See who’s bearish, who’s bullish, and who’s going to make waves in the next year.
*Please note, refunds will not be processed for registrations cancelled within 24 hours of the event.
Agenda
5:00 PM Doors Open / Welcome
5:30 PM Presentation and Panel Discussion
6:30 PM Q&A
6:45 PM What is Bigger Table (and Why it Matters)?
7:00 PM Networking
8:00 PM Event Ends
PAnelISTS
Sequoya Borgman
Founder and CEO
Borgman Capital
Sequoya Borgman is the Founder and CEO of Borgman Capital, a lower middle market private equity firm with offices in Milwaukee and the Twin Cities. He has more than two decades of mergers and acquisitions structuring, planning, and due diligence experience. Prior to founding Borgman Capital in 2017, Sequoya was a partner and practice leader for RSM US LLP, a large multi-national public accounting firm. Much of his practice consisted of private equity firms or their partner companies. He has extensive experience consulting on complex transactions for both large public and large and small private companies, many with international operations. He has been involved in hundreds of merger, acquisition, restructuring, and financing transactions over his career.
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Randy Bridgeman
Partner
Perkins Coie
Randy Bridgeman represents businesses and their owners in sale transactions, acquisitions, strategic partnerships, and general corporate matters throughout a wide variety of industries. He frequently serves as the client’s primary outside counsel, quarterbacking all its legal matters and utilization of legal resources. He is the former firmwide co-chair of Perkins Coie’s Corporate & Securities practice, and with his more than 25 years in practice has extensive experience in representing privately held and family-owned businesses through the entirety of the sale process, providing owners advice on presale preparations, sale strategy and processes, tax planning and structuring, post-sale roles, and family succession, in addition to taking the lead legal role in the execution of the transaction.
Moderator: Alexi Panagiotakopoulos
Co-Founder, Partner and Chief Investment Officer
Fundamental Income
Fundamental Income is a private $1.6+ billion institutional real estate platform, backed by Brookfield Asset Management (NYSE:BAM), focused on sale leasebacks of single-tenant buildings leased to middle-market operating companies. Alexi is a member of the Board and jointly leads the Investment Committee alongside Co-Founder, CEO Chris Burbach. He’s served in his role for 5+ years and has 13+ years and $3.0+ billion of investing and transaction experience. He previously served as Managing Director, Strategic Initiatives for SMS Financial, a distressed debt firm and FDIC joint venture partner. Alexi was instrumental in the acquisition, recovery, and servicing of $940+ million of commercial debt across asset classes. In his role, he co-managed acquisitions, underwriting, portfolio management and dispositions. Prior to SMS, he specialized in underwriting at STORE Capital Corporation (previously NYSE: STOR).
Helana Robbins-Huddleston, CPA, CIRA
Partner, Transactional Advisory Services
Manufacturing and Distribution Industry - Co-Leader
CohnReznick
Helana Robbins Huddleston provides transaction and related advisory services to clients in a range of different industries. She has over 22 years of expertise in financial due diligence, restructuring, cash flow budgeting, financial auditing, internal control evaluation, and business process improvement. In addition to her role in transaction advisory, Helana is the co-leader of CohnReznick’s Manufacturing & Distribution practice and is a member of the Firm's Private Equity and Venture Capital Industry Practice.
More speakers to be announced........
This event is in collaboration with:
We thank the following participating companies:
