CEO Roundtable:
M&A - Preparing to Sell the Business

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For CEOs of mid-market companies: Step inside one CEO's real-world process of preparing for transaction
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📅 Wednesday, October 27, 11:30 AM - 3:00 PM
📍 JP Morgan, 50 Rowes Warf, Boston


AGENDA
7:30 am - 8:00 am - Arrival and Lunch
8:00 am- 10:00 am - Case Presentation and Discussion
10:00 am - 11:00 am - Optional Networking
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Join us for complimentary session with your CEO peers featuring a live business case from Stephen Lahti, Co-CEO of Amuse Entertainment on preparing the business to sell. In a facilitated discussion, the group will apply Katahdin Group’s proven case methodology to rigorously challenge assumptions, clarify tradeoffs, and sharpen the path forward.

To RSVP for the event, please complete the form or email Erica at ehorenstein@katahdingroup.com no later than October 19.

Case Presenter

Stephen Lahti
Co-CEO
Amuse Entertainment
Stephen is co-CEO, Finance + M&A at Amuze & Bar Partners, bringing over 20 years of entrepreneurial experience in finance and new business development. He drives growth and profitability across Amuze and its family of companies, a group of leading providers of innovative entertainment solutions for venues nationwide. He leads the executive team in setting and achieving strategic goals, with a focus on financial strategy, M&A, and new business development.

Facilitator

Gordie Spater
CEO, Katahdin Group
Gordie Spater is the CEO of Katahdin Group and a seasoned facilitator of CEO Collective peer groups and the Strategic Ascent strategy planning system. Previously, he co-founded and led Kurgo, a leading dog travel product company in North America, which was recognized as an 8-time Honoree of the Inc. 5000 list. While at Kurgo, Gordie was a long-time member of the CEO Collective, during which he celebrated a successful exit after 16 consecutive years of revenue growth.


About Katahdin Group

The Katahdin Group offers an integrated suite of time-proven programs designed to help CEOs and C-level executives excel in leadership and take their businesses to the next level. Our programs are process-driven, focused and highly effective at driving results.

Our signature program, The CEO Collective, offers CEO peer groups for mid-market companies that run on transparency and candid feedback from other smart leaders. Process-driven meetings using the Katahdin Group’s case method, allow CEOs to efficiently and collaboratively solve their challenges with a table of their peers. With the insights received, CEOs gain inspiration and move forward with confidence to the next level. Learn more at katahdingroup.com

Thank you for registering. We will be in touch with a calendar invite and more details. In the meantime, please reach out to Erica Horenstein with any questions.

ehorenstein@katahdingroup.com
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Hosts

Leland Mindnich
Vice President, Wealth Manager, J.P. Morgan Wealth Management
Derek Mohamed
Managing Director, J.P. Morgan Wealth Management
Brendan Kiernan
Partner, Mirus Capital Advisors
Kurt Steinkrauss
Chair, Closely Held Business & Co-Chair, Private Equity Practices, Mintz
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