Venue
Virtual Conference

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Event Date Thu Mar 4 EST (almost 4 years ago)
Location Virtual Conference
Region All
Details

The Smart Business Dealmakers Conference connects thousands of local dealmakers - from middle-market CEOs to top investors and lenders to leading M&A advisers. With sessions ranging from raising capital to buying and selling companies to alternative asset investing, our conference covers the breadth of the M&A landscape.

Speakers

2021 Speakers

Christopher Amar
Vice President, AB Bernstein

Eric Anderson
Executive Director, J.P. Morgan

Tom Bakaitus, Jr.
Partner-In-Charge, Western PA, Herbein + Company Inc.

Andrew Bartels
President & CEO, Medical Packaging Inc., LLC

Brian Baum
Managing Director, Interchange Capital Partners

Beth Bershok
Regional Marketing Director, Herbein + Company, Inc.

Steve Bigari
Chairman & CEO, Synq3

Philip Brenckle
CFO, West Shore Home

Kristy Britsch
Attorney, Levenfeld Pearlstein, LLC

Anne Bucciarelli
National Director - Bernstein Family Engagement Services, Alliance Bernstein

Rob Carskadden
Partner, 3 Rivers Capital LLC

Ron Donatelli
Pittsburgh Regional President, First National Bank

David Dunstan
President & Managing Director, Citizens Capital Markets

Chris Farmakis
Chairman; Shareholder, Babst Calland

Pat Fodale
Managing Director, BDO Consulting Group, BDO

Jeff Ford
Partner, Grossman Yanak & Ford LLP

Benjamin Garber
Vice President, 7 Mile Advisors

Sherri Grasak
Resident Managing Director, Aon

Mark Guterman
Managing Director, First National Bank

Ryan Heishman
CEO, Allen Distribution

Craig Heryford
National Chair Business Transactions Sections, Gordon Rees LP

Dick Hollington
Managing Director & CEO, CapitalWorks, LLC

Holly Isdale
Founder, Wealthaven

Dale Killmeyer
Co-Founder & Managing Director, Stone Pier Capital Advisors, LP

Dustin S. Klein
Publisher & CCO, Smart Business

John Lewis
Founding Member, Metz Lewis Brodman Must O'Keefe LLC

Chuck Mattera
CEO, II-VI

Bob McCormack
Managing Partner, Murphy McCormack Capital Advisors

Charles McIlvaine
CEO, Coen Markets, Inc.

Anurag Mehta
President, Omega Healthcare

Dan Mickelson
Chief Financial Officer, Lord & Taylor

Jim Nickel
Pennsylvania Region Head | National Commercial Banking, CIBC Bank USA

Ryan Olsta
Managing Director, CIBC Cleary Gull

Rocky Pontikes
Managing Director of Investment Banking, Mesirow Financial

Jonathan Pressnell
Partner, Blue Point Capital Partners

David G. Schaich
Region Manager, JPMorgan Chase & Co.

Susie Shipley
Regional President, Huntington Bank

Joe Slezak
Director of Marketing and Business Development, H2R CPA

Chris Snider
CEO, Exit Planning Institute

Blake Stanton
President, Sterling Land Company

Richard Van Doel
President & CEO, Performance Validation, Inc.

Gordon Vanscoy
Chairman & CEO, RareMed Solutions

Andy Vollmer
Managing Director and Co-CEO, BellMark Partners, LLC

Joe Warnagiris
President, Paragon Asset Recovery Services, LLC

Brad Wiandt
President, Madison Electric Products, Inc.

Matthew Wiener
Managing Director, Aon

Ben Wilson
Founder and CEO, Rivers Agile

Thomas Wright
Partner, RSM US LLP

Penny Zacharias
Partner, McGuireWoods LLP

Sponsors & Partners

2021 Sponsors

SUPPORTING SPONSORS:
• First National Bank
• Huntington
• JP Morgan Chase Bank
• AB Bertstein
• Grossman, Yanak, Ford
• Babst Calland
• Murphy McCormack Capital Advisors
• Herbein + Co.
• BDO USA LLP
• Bellmark Partners
• McGuireWoods
• Aon
• RSM
• Rivers Agile
• Levenfeld Pearlstein, LLC
• Interchange Capital Partners
• CIBC
• Citizens Capital Markets

SPECIALTY SPONSOR:
• Vistage