Regardless of the industry, it has been an “interesting” couple of years, and there remains a great deal of uncertainty in the markets. Please join as an expert panel from RBC Wealth Management and Capstone Partners provides us an update/insights into the current state of the M&A market and expected trends for the future. The team of Liz Jacovino, Kerry Withrow, Paul Jansen and YaronBen-Yohanan will bring a broad perspective of mid-market issues and how they are helping business owners navigate these turbulent times. While no one has a crystal ball, we know this lively discussion will be helpful to every exit planning professional, as we look toward the future!
Our Panel:
Paul Janson
Head of Investment Banking
Capstone Partners
As Head of Investment banking, Paul Janson is responsible for all activities of the investment banking operation and revenue generation. Paul also serves as Capstone’s Chief Legal Officer and Chief Compliance Officer and serves on the company’s Investment Banking Committee, approving all transactions firm-wide. Additionally, he lead’s the firms Telecom and Utility Services Practice, and is active in other manufacturing and infrastructure sectors. In addition, he serves on the Board of Directors at Capstone Partners. Previously, Paul served as President and CEO of Camiant, a leading player in the Packet Cable Multimedia broadband space, CEO of Worldbridge Broadband Services Inc., and then President of C-Cor’s Global Services Division.
Liz Jacovino
Vice President
Wealth Planning Group
RBC Wealth Management
Liz Jacovino is a vice president and wealth strategist for RBC Wealth Management. She is based in New Haven and serves as a resource for financial advisors for understanding clients’ financial objectives, including complex financial and wealth strategies, business succession, asset protection and tax minimization. Liz places special emphasis on mitigating risks that clients may encounter. She has experience in translating complex legal documents into a language that is readily understandable, working closely with clients’ attorneys, accountants and other professionals to implement clients’ financial strategies. Liz frequently leads seminars and educational presentations for clients and groups on a variety of wealth strategies topics.
Yaron Ben-Yohanan
Wealth Management Liaison
RBC Wealth Management
Yaron Ben-Yohanan leads RBC Wealth Management’s investment banking partnership efforts with RBC Capital Markets and with a selected group of independent, third-party investment banking boutiques who focus on lower middle-market M&A transactions. He joined RBC’s Corporate and Executive Services group in 2019 to identify, evaluate and execute cross-divisional referral opportunities which help RBC more holistically serve its C-suite clients. Prior to joining RBC, Yaron held various positions at Wells Fargo for 15 years, where he headed the cross-sell strategy and partnership efforts between the Wealth & Investment Management and Wholesale Banking divisions. Prior to that, Yaron was a director in Wells Fargo’s Investment Banking division, where he provided clients with M&A advisory services and capital raising solutions. His investment banking career started as an associate at J.P. Morgan’s M&A group.
Kerry Withrow
SR Vice President
Senior Consulting Group, RBC Wealth
For over 30 years Kerry has advised hundreds of businesses, corporations, ultra-high net worth individuals and families. He is the founding partner of the Business and Exit Planning Advisors Team (BEPA). The BEPA team advises on sell side solutions, business succession, post-sale financial planning and wealth management, tax and estate planning strategies through internal and external partners, Captive insurance asset management and retirement-plan design and implementation.
Kerry is an active member in the ESOP community, and is nationally recognized for his expertise on ESOPs and internal revenue code § 1042 rollovers. He is a member of the National Center for Employee Ownership ® and The ESOP Association.
AGENDA:
Arrival/Check in – 7:30 AM (EDT)
Program starts at 8:00 AM (EDT)
XPX DC Members in good standing – $35.00 so join Today!
XPX DC Members Same Day/Walk-in Fee - $45.00
Other XPX Chapter Members – $45.00
Other XPX Chapter Members Same Day/Walk-in Fee - $55.00
Non-Members – $60.00
Non-Members Same Day/Walk-in Fee – $65.00
Full breakfast is included.
BRING A FIRST-TIME GUEST TO XPX!
XPX DC members are encouraged to bring potential member as a first-time guest (FREE) for this event. Members (not guest), can contact angie@exitplanningexchange.com to register your guest.
Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event. If you miss the deadline, the sale is final. We are unable to issue a credit towards another meeting or individual, no substitutes/not transferable.
