Mergers and Acquisitions

Sep 10, 2019

The sale of a business creates liquidity for the selling business owner, and new ownership can provide key resources and stability for a growing business. But the sale of a business can also cause operational disruptions for the business and anxiety among employees, while being an emotional roller coaster for sellers.

Hear from three local executives who have recently gone through a business transaction, each with a unique journey, as they share their wisdom and learnings from their own experiences. Each panelist will discuss their thoughts on how to prepare, insights on went right and wrong, and how they feel about the process now that the dust has settled.

This event is bound to be informative and insightful for anyone whose business may go through an ownership transition in the future.


Lorrie Baldevia, COO and Principal, Assured Partners MCM
Brandon Pedersen, CFO and EVP Finance, Alaska Air Group
Kathy Craft, Principal, NELSON, formerly Craft Architects

Moderated by:

Pitt Means, Managing Director, Berntson Porter Corporate Advisory LLC

7:00am: Doors Open, Coffee & Tea, Networking
7:30am: Breakfast Buffet
8:00am: Panel Discussion followed by Q&A
9:15am: Networking

This event is presented by Berntson Porter & Company, PLLC.