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Mergers & Acquisitions Forum

hosted by Citizens Bank

You’ve worked hard to get your business where it is today.

But, what does the future hold?

Do you have a plan for when it’s time to transition to the next step?

Join us for a panel discussion to explore strategies to preserve your legacy.



Tuesday, March 12, 2024
4:00 PM Registration
4:30 - 6:00 PM M&A Panel Discussion

Morningstar Golfers Club
S77W26285 Prairieside Drive
Waukesha, Wisconsin 53189

There is no cost to attend. Please register by March 4.



Forum Panelists:

LeAnne Foster
 
LeAnne Foster | LF Advising
LF Advising focuses on sell-side and buy-side merger and acquisition services for privately held companies.


Mike Wirth

Mike Wirth | Copper Truss Capital Partners
Copper Truss Capital Partners is a private investment firm focused on family and founder owned companies.


Eric Strebe

Eric Strebe | ESOP Partners
ESOP Partners helps closely held companies transition to employee ownership and advises existing ESOPs.