Expert Panel Discussion: Recent Trends Affecting M&A

Expert Panel Discussion: Recent Trends Affecting M&A

OCTN Meeting April 2019 – Recent Trends Affecting M&A
What are the recent trends affecting M&A


  • Ed Bernabeo, VP Relationship Manager Business Banking, Banc of California
  • Stan Marcus, Managing Director, Capital Business West LLC/AeroPay Express

Panelists and Topics to be discussed:

  • Bruce Lipian – Owner and Managing Director of Stone Creek Capital – Private Equity Firm
  • Mark Wilser – Principal, Global Capital Markets – Investment Banking
  • Jim Davidson – President, Avant Advisory Group – Financial Advisory & Management Consulting Firm
  • Ellen Bancroft – Attorney, Morgan Lewis. M&A, Corporate, & Securities Law

The panel will discuss current trends in M&A.

  • How does the size of the deal impact the multiple being paid?
  • Is the market shifting to more Private Equity or Strategic Buyers?
  • Where is the most activity in southern CA?
  • What industries are hot?
  • How will the interest rate environment impact activity?
  • Are there new regulations effecting how transactions are completed?
  • How has our recently strong economy effected competition in winning new deals and how are investment banks, private equity firms, and service providers differentiating themselves in the M&A market place?