The program will highlight the realities of financing corporate transactions in Q4 2023. The funding landscape has changed dramatically for M&A activity over the past year, and investors actively deploying capital will share their perspectives.
AGENDA
12:00 PM
Networking & Lunch
Eric Colca
Partner at Chiampou Travis Besaw & Kershner
LinkedIn 1:00 PM
Investors’ Views on M&A Transactions
David Kocen
Managing Partner at Bluehenge Capital Partners
LinkedIn Dan Penberthy
CEO of Rand Capital
Dan Penberthy has been employed with Rand Capital Corporation since 1997. He is responsible for sourcing deals and administration of Rand’s investments and oversees the Corporation’s financial operations.
LinkedIn Robert White
Managing Director at KPMG Corporate Finance
LinkedIn Sam Ticknor
Principal at Union Hill Advisors
Sam is a Principal at Union Hill Advisors and an Advisor at Hamilton Lane, where he represents and advises their NYS direct investment platform. He is also Managing Director for Fort Ghent Brokerage where he raises capital globally and and introduces high quality investment opportunities to investors. Prior, he was Executive Director at Upstate Capital. Sam earned a BA from Bucknell University in 1983 and his MBA from the Simon Business School at University of Rochester.
LinkedIn
Who Will Be There?
The M&A Advisor Series facilitates knowledge and connections for investors, service providers, and business owners.
- Investors meet people, facilitating deal flow across the region and outside Upstate NY.
- Professional advisors gain knowledge that helps in advising clients and growing referral networks.
- Business owners learn about fundamental principles and considerations and connect with transaction professionals.
We expect 50-75 attendees for this event.
Upstate Capital members can either log in or contact us for a code to receive the membership discount of $50.
EVENT SPONSORS