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Cohen & Co's Executive Speaker Series

  • Duquesne Club 325 6th Avenue Downtown Pittsburgh (map)

Cohen & Company proudly introduces an Executive Speaker Series focused on the M&A Deal Lifecycle. The Series, which consists of 5 five programs, will present an in-depth exploration into the key topics associated with the M&A Lifecycle: Pre-Deal, Deal and Post-Deal.

Our first session will discuss the pre-deal planning issues and will focus on a variety of topics including:

Corporate governance and its impact on getting a deal done

Relationships with the right professionals to help execute

Valuation issues – getting to the “right” number

When is the right time to start planning

Accounting issues – it’s more than just getting the tax return done


Josh Lefcowitz, Partner, Cohen & Company, Valuation Services

Justin Thomas, Partner, Cohen & Company, Transaction Services

Chris Brodman, President & Shareholder, Metz Lewis, Brodman, Must, O’Keefe

Jeff Kovacs, Partner, Cohen & Company Audit & Attest Services (Moderator)


Earlier Event: October 17
NAF Screening Meeting
Later Event: October 23
BlueTree Investor Meeting