Quick Details
- Date: Tuesday, March 4, 2025
- Time: 12:15 pm – 2:15 pm (ET)
- Location: Davis+Gilbert LLP (1675 Broadway, New York, NY) | Floor 34
Overview
If 2024’s M&A activity is any indicator, 2025 is set to be a pivotal year for agency owners and leadership teams. Whether you’re gearing up for growth organically, through acquisitions or preparing your agency for a strategic sale, one thing is clear—planning is everything. Success in this landscape isn’t just about reacting to opportunities; it’s about proactively positioning your agency for the future. Join us for an executive roundtable lunch where together we’ll discuss the latest trends, key takeaways, and strategic moves that can set your agency up for success.
M&A Advisors Alex Halbur and David Bosses of Prosper Group Consultancy, alongside Michael Lasky and Brad Schwartzberg from the law firm of Davis+Gilbert, will drive the conversation from a business and legal perspective and share key insights from their extensive deal experience in the marketing communications sector. Together, they’ll break down the trends, challenges and strategies shaping the future of M&A in the sector. Considerations like the below will kick off the discussion:
- Current M&A market conditions and their impact on valuations
- Characteristics that make a firm a valuable target
- Common deal structures and terms (e.g., with strategic buyers, with private equity groups, etc.)
- Strategic transaction paths (e.g., exit, succession, blue-sky, etc.)
- Analysis of today’s buyers (e.g., strategic, value, and bolt-on, etc.)
- Selling your company from a position of strength / stages of the acquisition process
Speakers
- David Bosses, Partner, M&A Practice Leader, Prosper Group Consultancy, LLC
- Alex Halbur, Managing Partner, Prosper Group Consultancy, LLC
- Michael Lasky, Partner/Chair, Public Relations Law Practice, Davis+Gilbert LLP
- Brad Schwartzberg, Partner/Co-Chair, Corporate + Transactions Practice, Davis+Gilbert LLP