Featured Partner

Developing Your Exit Strategy

Monday, May 20 2013 1:15PM to 7:00PM

Various Speakers and Panelists
UNC Charlotte Center City Building 2nd Floor Auditorium 320 E. 9th Street, Charlotte, NC 28202

“Developing Your Exit Strategy”

 In partnership with the Belk College of Business at UNC Charlotte

Date:   Monday, May 20, 2013

Location: UNC Charlotte Center City Building (First Ward)- Large Auditorium on 2nd Floor

320 E. 9th Street, Charlotte, NC 28202


Time:  1:15 pm – 5:30 pm followed by a Reception


1:15 pm – 2:00 pm     Registration and Networking

2:00 pm – 2:15 pm     Opening Remarks- Chrisite Amato, Assoc Dean Graduate Programs

2:15 pm – 2:40 pm     Overview of the M&A Market- Andy Agrawal, DecisionPoint

2:45 pm – 4:00 pm     Preparing for and Managing the Exit Process 

  • Moderator: Tom Wilson, DecisionPoint  
  • Dave Foss, President, ProfitStars, division of Jack Henry
  • Tony Marisco, Past CEO, Patient Care Technology System
  •  Phillip Greene, Past CEO, National Diagnostics
  • Christian Tate, SVP of Corp Dev, Hitachi Data Systems

4:00 pm – 4:15 pm     Break

4:15 pm – 5:30 pm    Two Breakout Sessions:

    Preparing for a Strategic Exit

  • Moderator: Doug Ellis, DecisionPoint  
  • Brooks Malone, Hughes Pittman & Gupton
  • Andrew Harding, Merrill Lynch
  • Christians Tate, SVP of Corp Dev, Hitachi Data Systems 
  • Paul Porter, Partner, McGuireWoods
  • Jeff Reasons, CEO, Southern Health Partners

   Succession Planning for Family Owned Businesses

  •  Moderator: Robert Norris, Wishart Norris Henninger & Pittman
  • Chris Brown – 2nd generation family ownership and management of Integra Employer Health
  • Scott Nowokunski – 2nd generation family/employee ownership and management for Boingo Graphics and Beanstalk Data.
  • Gary Smith, Wishart Norris Henninger & Pittman

5:30 pm – 7:00 pm   Networking Reception

Program Cost: BIG Members free
                             Guests $65 in advance, $75 at the door
                             Students: $30

Dress Attire:  Business Casual