Transaction Strategy Working Group

Group Charter

Success in mid-market and SMB mergers and acquisitions (M&A) depends on several critical factors: from aligning incentives and growth opportunities to setting highly defined, achievable growth goals, targeted to specific outcomes. With valuations rising and competition growing for deals of all sizes, leaders in this sector must understand a series of complex economic, financial, regulatory and technical dynamics in order to maximize transaction value for themselves and their clients.

The focus of the Transaction Strategy group is to create a private working space for senior leaders in the mid-market M&A and SMB sectors to understand the latest developments impacting deal dynamics and valuation via direct contact with the thought leaders and practitioners driving the most important trends and innovations.

 

Group Themes

At this time, Transaction Strategy Group is focused generally on these five major themes:

  • Understanding the mid-market M&A landscape post-COVID-19 across key sectors

  • Assessing the impact of new privacy laws on deal value and compliance measures

  • Litigation trends and evolutions across the M&A landscape

  • National security concerns and trade tensions on cross-border transactions

  • Competition and creativity in Private Equity dealmaking and financing

Group Leaders

Kenneth C. Taormina

President, Cortland Advisors

Adjunct Professor, Rollins Crummer Graduate School of Management

Ken Taormina is the Founder and President of Cortland Advisors LLC. He brings tremendous depth in career experiences in M&A, Private Equity and Company restructuring. Ken founded Cortland Advisers in 2013 to provide leadership and business guidance to both Private and Private Equity companies globally. In 2015-2016, for a large Private Equity client, Ken took on the role of Chief Growth Officer of a $700M Engineering Services firm to restructure their Sales, Marketing and New Business Strategy, and drive their M&A of three companies to include a Cyber Security Company, a Software Integration Company and an Engineering Design firm.  For another large PE firm in 2014 he was a key PE Managing Executive in the due diligence, acquisition and execution of the restructuring of 5 software and services companies in the US and Europe.

Previously Ken led Accenture’s Products Mobility Business and developed Accenture’s “Connected Vehicle Business”, a $225M business. He also developed and led Accenture’s Digital Engineering Services business where he was responsible for the P&L, strategy, M&A, marketing, and delivery services to aerospace, industrial, and resource companies. Prior to Accenture, Ken was SVP Global Manufacturing Industry a $500m business at Mahindra Satyam, where he led Industrial M&A, developed their state-of-the-art, aerospace, automotive, manufacturing and engineering centers of excellence in the U.S. and India.

Rochelle Walk, Esq.

Managing Partner, Aegis Law

Rochelle Walk, Esq. is business lawyer, neutral mediator, arbitrator, ombudsman and receiver; certified as a Circuit Civil, Family Law, Residential Mortgage Foreclosure and Appellate Mediator by the Florida Supreme Court; serves as a neutral on FINRA and AAA-ICDR mediation and arbitration panels.An attorney with over 30 years of experience representing individuals and businesses across multiple industries including technology, e-commerce, IoT, manufacturing, and consumer products. Consistently recognized for ability to collaborate effectively with all parties including management, employees and union leadership, and key investors to resolve a wide variety of complex legal and business issues, and develop creative strategies and solutions to achieve business goals and objectives. Licensed to practice law in Florida and Ohio.Unique experience advising IoT and online Marketplace sellers including those selling on Amazon.com; Walmart.com; Ebay and other similar platforms relating to mergers, acquisitions, divestitures and financing the transactions.

Member Profiles

Members are senior leaders in mid-market and SMB private equity, wealth management, transaction advisory, law and accounting firms.

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