Through 2018, the middle market continued to be one of the most active segments for mergers and acquisitions. But as fears of a more subdued stock market in 2019 begin to multiply and private equity dry powder continues to grow, how can middle-market dealmaking expect to transform? Will the middle market still be a robust space for dealmakers in 2019? If so, what sectors will see the greatest level of deals, and where in the world will dealmakers gravitate toward next? The Deal has partnered with Grant Thornton to help dealmakers identify the latest trends in this space as we begin the new year. Join us January 24, 2019, as our panel of experts takes a deep dive into the middle market of tomorrow.

Moderator


 

Tom Terrarosa
Senior, Reporter
The Deal

Tom Terrarosa covers the energy and industrial sectors for TheStreet and its institutional arm The Deal, focusing on M&A and private equity, as well as large-cap stocks. Prior to joining The Deal, Tom was a regional digital producer with Gannett, where his primary responsibilities included editing and optimizing content for the company’s six New Jersey newspapers and five affiliated websites. He also has worked as a local news reporter with The Dominion Post in Morgantown, W.Va. Tom received a Bachelor of Science in Journalism from West Virginia University.

Expert Panel


 

Christopher Schenkenberg
National Managing Partner, M&A Tax Services
Grant Thornton

Chris is the National Managing Partner, M&A Tax Services, and has more than 23 years of public accounting and transaction experience. His extensive deal experience includes a wide variety of transactions across numerous industries, ranging from lower middle-market acquisitions of privately-held businesses to multi-billion dollar transactions involving public companies. Chris advises both private equity sponsors and strategic buyers and sellers of businesses and has significant technical expertise in the areas of acquisition structuring, divestiture planning, tax attribute assessment, and tax accounting methodologies. He has worked on various transactions conducting tax due diligence investigations, including domestic and cross-border transaction planning.

Lee Stern
Managing Director
Monroe Capital

Lee Stern, Managing Director. Mr. Stern originates both sponsor and non-sponsor transactions in the Northeast region, and co-leads Monroe’s Specialty Finance vertical. Mr. Stern has an accomplished career with over 25 years in debt solution to middle market companies and expertise across multiple industries. Prior to Monroe, Mr. Stern was a Managing Director at Levine Leichtman Capital Partners responsible for expanding the firm's credit strategies platform. He was formerly a Director and founding member of KKR's mezzanine debt business where he was a key participant in raising the largest first time mezzanine fund at $1 billion in 2009. Prior to KKR, Mr. Stern was a Managing Director at Blackstone/GSO Capital Partners responsible for senior and mezzanine investments. He was also the Chief Transaction Officer at Technology Investment Management Corp. (NASDAQ-- TICC), a business development company. Prior to TICC, Mr. Stern worked for Nomura Securities, Thomas Weisel Partners, Kidder Peabody, and Drexel Burnham Lambert, all in executive and leadership positions. Mr. holds a B.A. degree from Middlebury College and an M.B.A. from the Wharton School of the University of Pennsylvania.

Jerry Will
Vice President, Corporate Development
3M Company

Jerry Will is Vice President of Corporate Development for 3M Company, where he leads 3M’s mergers and acquisitions activities and corporate venture investing. Previously he was a Managing Director in the Investment Banking Group of Piper Jaffray. Prior to joining Piper Jaffray, he was an Associate in the Corporate Group of Faegre & Benson. Mr. Will received a B.S. in Physics from St. John’s University in Collegeville and a M.S. in Physics from the University of Wisconsin-Madison. He received a J.D. from Stanford Law School.