Event Recap: Planning and Pivoting
June 24, 2020

Combining one-on-one networking and insights for business owners and executives, Upstate Capital hosted Planning and Pivoting on June 24. The event included the latest M&A trends and tactics, private equity investor perspectives and CEOs who are evolving their companies in response to the global pandemic. Thank you to our event sponsors for supporting this event: Oberon Securities, LLC, Hamilton Lane, Lippes Mathias Wexler Friedman LLP and Lumsden McCormick, LLP.

The program launched with a chat with Aaron Newman, Executive Chairman & Founder of CloudCheckr moderated by Bonnie Arrante, Partner at Abingdon Square Advisors. They spoke on the effects of COVID on business and the US economy.

A panel discussion on Company Growth Opportunities in the New Economy delved into deal trends for growing companies from private equity investors and deal makers. Speakers included John Koeppel (Lippes Mathias Wexler and Friedman) Kevin Halpin (Oberon Securities) Sean Moskal (KeyBank) Cory Van Deusen (Lumsden McCormick) David Kocen (Bluehenge Partners) and was moderated by Rai Archibold (Schwartz Heslin Group). The panelists discussed the latest structures and techniques being used to successfully buy, sell, grow, recap and finance businesses in the new economy.

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