24 Jun On Demand Webinar Series: Exploring Growth Through Acquisitions
Webinar originally aired: June 24, 2020 at 12 Noon EST.
The NYBB Group Presents a Webinar Series on Middle Market Mergers & Acquisitions
Benefits of Acquisitions
- Increased revenues and bottom line profitability
- New Markets and new sources of revenues
- Increased geographic reach
- Greater economies of scale
- Increased employee talent and capacity
We will discuss this in our upcoming webinar
Exploring Growth Through Acquisitions
Please join Luis de la Prida Managing Partner of The NYBB Group as he moderates this discussion with a panel of industry leaders.
Glenn L. Friedman, CPA, CGMA, CEO
As CEO, Glenn provides leadership to more than 100 partners and principals and 600 team members working at the sixteen Prager Metis office locations. He believes in a holistic approach with his clients and is strongly regarded as a trusted advisor and business consultant as well as a tax advisor.
In 2013, as Managing Partner of Metis Group, Glenn merged with Prager and Fenton to create Prager Metis a Top 100 US Firm. Glenn began his career at an international law firm that specialized in foreign tax havens. He then moved on to a regional accounting firm with a general practice and later joined the tax department of an international accounting firm, where he was responsible for several national and multinational accounts.
Glenn is a noted expert in the area of mergers and acquisitions and has worked with many clients on their M&A activity, as well as spoken at several conferences on best practices prior to and after the deal.
Glenn is a member of the Large and Medium Sized Firms Practice Management Committee of the New York State Society of Certified Public Accountants and has been a featured panel discussion speaker at their conferences. In his spare time, he loves to travel and spend time with his wife and two dogs Teddy and Luna. He and his wife enjoy the theatre, live music, and museums.
His practice areas are in advisory and Tax Services; with specialties in Business Entity, Tax Planning and Compliance, Mergers & Acquisitions, and Entrepreneurial Services.
PROFESSIONAL AFFILIATIONS
• American Institute of Certified Public Accountants
• New York State Society of Certified Public Accountants –Medium and Large Sized Firms Practice Management Committee
CIVIC AFFILIATIONS
• Alzheimer’s Association – NYC Chapter – Board of Director
• Alzheimer’s Association – Chapter Board Advisory Group –Board Member
Pattie Ehsaei, Senior Vice President, SBA M&A Lending
Featured Speaker, Co-Host, Panelist, Presenter, and Interviewee Pattie Ehsaei has been in financial services for 17 years and has considerable experience in SBA and commercial lending. She started her career as a lawyer, transitioning to financial services in various roles as a top performing regional manager, investment banker, and SBA lender.
Pattie has a passion for guiding entrepreneurs in reaching their goals with respect to their business financing needs. Having funded more than $350MM in transactions, Pattie’s extensive background makes her an expert in thinking outside of the box and providing customized solutions to help small business owners achieve their goals.
SPEAKING TOPICS OF INTEREST & EXPERTISE
• SBA Financing for M&A Transactions
• Why SBA: Benefits of SBA Financing
• How to get the most out of SBA Financing
Anthony Citrolo, CPA, CM&AA, Managing Partner
Anthony J. Citrolo is a Managing Partner and Founder of The NYBB Group, LLC. and NYBB Commercial Real Estate. His original company New York Business Brokerage was founded in 2003 and is the legacy company which was the basis for today’s successful organization. Anthony represents privately held companies seeking professional representation from an intermediary as they look to sell what is typically their largest asset, their family owned business and often the associated real estate. Anthony’s clients include private equity groups, individual entrepreneurs, independent financial sponsors and companies with annual revenues of $5 million to $50 million. These are typically companies with adjusted EBITDA of $500K to $5 million. Anthony represents clients in all industries, with specialties in business services, HVAC including contractors across the entire spectrum and construction.
Anthony is a CPA (Certified Public Accountant) for over 40 years and a CM&AA (Certified Merger & Acquisition Advisor) having founded NYBB over 16 years ago. He has been advising middle market and privately held companies as well as family owned businesses in search of either a successful exit or targeted acquisition. Anthony began his career with Deloitte and has been entrepreneurial having owned and operated several successful businesses in addition to his own tax practice. In addition, Anthony is a New York State Real Estate Broker as well as holding the designations in the past of Certified Valuation Analyst (CVA) and Certified Business Intermediary (CBI). Anthony is a certified member of The John Maxwell team coaching individuals and teams on Leadership. He is also a JMT certified speaker.
Throughout his career, Anthony has worked on M&A engagements in many markets, including manufacturing, distribution, technology, business services, professional practices, health care, franchising and retail. He has also created a Growth through Acquisition program for middle market and larger companies who seek the advantages derived by combining targeted acquisitions as part of their strategy for expansion. This has provided accredited value and has been adopted as a creative exit strategy.
Anthony is a presenter on both Mergers and Acquisitions as well as Exit Strategies. Groups have included the New York Society of CPAs, the National Conference of CPAs, the Nassau Bar Association, among others. He has been recognized as an industry expert by Business Brokerage Press that publishes the Business Reference Guide, recognized as a primary source of data for professional valuation. He is regularly quoted on issues concerning the marketplace for privately held companies and family owned businesses.
Webinar moderated by:
Luis de la Prida, Partner – The NYBB Group
Luis de la Prida is a Managing Partner and Principal of The NYBB Group and NYBB Commercial Real Estate, Inc. He works closely with clients looking for an intermediary to represent them in the purchase or sale of a business or real estate. His clients include entrepreneurs, private equity groups and other financial sponsors, and lower middle-market companies with annual revenues of $5 million to $50 million. Luis represents clients across all industries, with specialties in healthcare and business services. He is a Certified Merger & Acquisition Advisor (CMAA) with over 25 years of successful experience advising middle market businesses and Fortune 500 companies.
Luis previously founded successful management consulting and financial advisory and insurance businesses. He also spent nearly a decade on Wall Street, where he gained valuable international experience in various financial roles at J.P. Morgan and Credit Suisse First Boston. As a former Chief Operating Officer of a medical practice, Luis helped acquire seven medical practices and launched several organic initiatives that transformed the practice into a large multi-specialty medical group. Luis is the founder and present co-chairman of the Long Island chapter of the Alliance of Merger and Acquisitions Advisors. He is a national presenter and author on matters relating to mergers and acquisitions.
