Featured Event

Mergers & Acquisitions Forum hosted by Citizens Bank

Tuesday, March 12, 20244:00 PM - 6:00 PM (CDT)
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About This Event

You’ve worked hard to get your business where it is today.  But, what does the future hold? 

Do you have a plan for when it’s time to transition to the next step?

Join Citizens Bank for a panel discussion to explore strategies to preserve your legacy.

Panel consists of the following experts in their fields:

  • LeAnne Foster – LF AdvisingLF Advising focuses on sell-side and buy-side merger and acquisition services for privately held companies.
  • Mike Wirth – Copper Truss Capital.  Copper Truss Capital Partners is a private investment firm focused on family and founder owned companies.
  • Eric Strebe – ESOP Partners.  ESOP Partners helps closely held companies transition to employee ownership and advises existing ESOPs.
  • Eric Olson – AVP of Business Banking at Citizens Bank, panel moderator.

No cost to attend.  Please register by March 4 at https://www.citizenbank.bank/ma-forum

Two drink vouchers per person plus appetizers courtesy of Citizens Bank.

Location

Morningstar Golfers Club S77W26286 Prairieside Dr Waukesha, WI 53189

S77W26286 Prairieside Dr

Waukesha, WI, 53189

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